Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Fidelity Blue Chip Value Etf (FBCV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    4
Total shares held : 
 729,675  
% of shares held : 
 8.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 -14,145  
% of shares held change : 
   -0.16%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 173,026
 23.71%
 
Increased Positions :
6
 66,861
 9.16%
 
Unchanged Positions :
2
 180
 0.02%
 
Decreased Positions :
5
-211,949
-29.05%
 
Closed Positions :
3
-42,083
-5.77%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 746 - 2024-03-31 348,441 $10,877,000 17,764
   LINCOLN NATIONAL CORP 212 - 2024-03-31 113,062 $3,529,000 716
   WILEY BROS.-AINTREE CAPITAL LLC 47 - 2024-03-31 97,931 $3,057,000 1,718
   KESTRA PRIVATE WEALTH SERVICES LLC 502 - 2024-03-31 38,889 $1,214,000 -2,933
   GTS SECURITIES LLC 857 - 2023-12-31 19,131 $558,000 -4,303
   Private Advisor Group LLC 1455 *New 2024-03-31 17,429 $544,000 17,429
   ENVESTNET ASSET MANAGEMENT INC 3283 - 2023-12-31 17,931 $523,000 207
   BB&T CORP 1919 - 2023-12-31 17,314 $505,000 206
   NATIONAL BANK OF CANADA /FI/ 1170 *New 2023-12-31 12,634 $370,000 12,634
   HIGHTOWER ADVISORS, LLC 2477 - 2024-03-31 11,768 $367,000 2,743
   Kestra Advisory Services LLC 1763 *New 2023-12-31 11,475 $335,000 11,475
   Atria Wealth Solutions Inc. 1454 - 2023-12-31 10,710 $313,000 -195,468
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2700 - 2024-03-31 9,429 $294,000 157
   Orion Portfolio Solutions LLC 1480 - 2024-03-31 8,984 $280,000 8,984
   ROYAL BANK OF CANADA 4254 - 2023-12-31 8,864 $258,000 -8,870
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4368 - 2024-03-31 7,373 $230,000 -19,330
   MWA Asset Management 121 *New 2024-03-31 6,554 $205,000 6,554
   Sunbelt Securities Inc. 622 - 2024-03-31 4,543 $142,000 10
   CWM LLC 1867 *New 2024-03-31 3,218 $100,000 3,218
   MORGAN STANLEY 6599 - 2023-12-31 180 $5,000 0
   SANDY SPRING BANK 1045 *New 2024-03-31 80 $2,000 80
   PROEQUITIES INC. 3223 - 2024-03-31 0 $0 0
   ADVISORY SERVICES NETWORK, LLC 3124 *Closed 2024-03-31 0 $0 -841
   FMR LLC 5173 - 2023-12-31 2 $0 1
   HARBOUR INVESTMENTS INC. 3137 *New 2023-12-31 2 $0 2
   CITADEL ADVISORS LLC 6231 *Closed 2023-12-31 0 $0 -27,007
  26 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us