Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Franklin Libertyq Us Equity Etf (FLQL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 57    3
Total shares held : 
 17,460,387  
% of shares held : 
 45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   25  
Amount of shares held : 
 1,339,606  
% of shares held change : 
   3.45%  
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 :
6
 21,536
 0.12%
 
Increased Positions :
32
 1,363,180
 7.81%
 
Unchanged Positions :
9
 116,094
 0.66%
 
Decreased Positions :
10
-44,266
-0.25%
 
Closed Positions :
3
-844
-0%
 
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
   FRANKLIN RESOURCES INC 122 - 2023-12-31 9,519,384 $454,265,000 681,109
   BANK OF AMERICA CORP /DE/ 947 - 2023-12-31 1,623,343 $77,466,000 82,536
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 176 - 2024-03-31 1,380,603 $73,517,000 -1,046,362
   BANK OF NEW YORK MELLON CORP 1191 - 2024-03-31 726,828 $38,704,000 36,517
   MORGAN STANLEY 2633 - 2023-12-31 439,120 $20,955,000 13,662
   JANNEY MONTGOMERY SCOTT LLC 326 - 2023-12-31 376,167 $17,951,000 103,992
   LPL FINANCIAL CORP 1109 - 2023-12-31 266,339 $12,710,000 62,215
   ATRIA INVESTMENTS LLC 162 - 2023-12-31 205,235 $9,794,000 40,063
   Brookstone Capital Management 161 - 2024-03-31 154,796 $8,243,000 5,891
   J P MORGAN CHASE & CO 2184 - 2023-12-31 163,415 $7,798,000 5,879
   Wealthcare Advisory Partners LLC 78 - 2024-03-31 129,808 $6,912,000 -1,672
   WELLS FARGO & CO/MN 1745 - 2023-12-31 140,620 $6,710,000 2,972
   ENVESTNET ASSET MANAGEMENT INC 1740 - 2023-12-31 131,987 $6,298,000 8,554
   Cetera Investment Advisers 372 - 2023-12-31 130,033 $6,205,000 -16,200
   Christopher J. Hasenberg Inc 10 - 2024-03-31 104,681 $5,574,000 319
   UBS Group AG 1946 - 2023-12-31 111,854 $5,338,000 -538
   FINANCIAL NETWORK 575 - 2023-12-31 104,580 $4,991,000 -3,002
   Cornerstone Wealth Management LLC 71 - 2024-03-31 82,228 $4,379,000 2,744
   Equitable Holdings Inc. 277 - 2023-12-31 74,669 $3,563,000 3,191
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 939 - 2024-03-31 66,192 $3,525,000 -27,422
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1472 - 2023-12-31 64,178 $3,063,000 23,232
   Advisor Group Holdings Inc. 1601 - 2023-12-31 58,512 $2,792,000 28,629
   MARINER WEALTH ADVISORS, LLC 954 - 2023-12-31 52,318 $2,497,000 6,290
   Kestra Advisory Services LLC 727 - 2023-12-31 49,078 $2,342,000 -3,652
   ROYAL BANK OF CANADA 2843 - 2023-12-31 29,010 $1,384,000 12,164
   Geneos Wealth Management Inc. - 2023-12-31 27,086 $1,293,000 497
   Howard Capital Management Inc. 42 - 2023-12-31 24,653 $1,176,000 13,312
   Bogart Wealth LLC 119 - 2024-03-31 18,803 $1,001,000 -899
   Core Wealth Partners LLC 33 - 2024-03-31 17,533 $934,000 820
   CITADEL ADVISORS LLC 3012 *New 2023-12-31 19,214 $917,000 19,214
   Atria Wealth Solutions Inc. 948 - 2023-12-31 16,939 $808,000 1,895
   COMMONWEALTH EQUITY SERVICES LLC. 2346 - 2023-12-31 15,455 $738,000 -460
   RAYMOND JAMES & ASSOCIATES 2780 - 2024-03-31 13,687 $729,000 -2,864
   STIFEL FINANCIAL CORP 2389 - 2023-12-31 14,273 $681,000 632
   Key Client Fiduciary Advisors LLC 66 - 2024-03-31 12,550 $668,000 0
   Envestnet Portfolio Solutions Inc. 1028 - 2023-12-31 10,910 $521,000 3,835
   LINCOLN NATIONAL CORP 736 - 2023-12-31 8,391 $400,000 -170
   GOLDMAN SACHS GROUP INC/ 3941 - 2023-12-31 8,111 $387,000 -18,051
   PARK AVENUE SECURITIES LLC 1091 - 2024-03-31 6,767 $360,000 367
   DAVIDSON D A & CO 1099 - 2023-12-31 6,615 $316,000 0
   SOL CAPITAL MANAGEMENT CO 259 *New 2024-03-31 5,805 $309,000 5,805
   LOCKERMAN FINANCIAL GROUP INC. 58 - 2024-03-31 5,589 $298,000 -360
   MULTIFINANCIAL SECURITIES CORP 1597 - 2023-12-31 4,457 $213,000 -484
   CWM LLC 1530 - 2024-03-31 3,556 $189,000 2,798
   PROEQUITIES INC. 825 - 2023-12-31 2,601 $124,000 0
   HARBOUR INVESTMENTS INC. 1229 - 2023-12-31 1,678 $80,000 26
   FMR LLC 3180 - 2023-12-31 1,580 $75,000 518
   Goss Wealth Management LLC 2298 *New 2023-12-31 800 $38,000 800
   COMERICA BANK 2788 *New 2023-12-31 784 $37,000 784
   Glassman Wealth Services 580 - 2023-12-31 656 $31,000 0
   Qube Research & Technologies Ltd 2993 - 2023-12-31 637 $30,000 0
   ADVISORY SERVICES NETWORK, LLC 2347 *New 2023-12-31 546 $26,000 546
   TD Waterhouse Canada Inc. 1098 - 2023-12-31 509 $24,000 0
   NVWM LLC 294 - 2023-12-31 312 $15,000 0
   BANK OF MONTREAL /CAN/ 3168 - 2023-12-31 318 $15,000 0
   Coppell Advisory Solutions LLC 1036 *New 2023-12-31 160 $7,000 160
   Sunbelt Securities Inc. 1382 - 2024-03-31 84 $4,000 0
   JONES FINANCIAL COMPANIES LLLP 919 *New 2023-12-31 32 $2,000 32
   Riggs Asset Managment Co. Inc. 399 *Closed 2023-12-31 0 $0 -41
   Providence Capital Advisors LLC 346 *Closed 2023-12-31 0 $0 -427
   GPS Wealth Strategies Group LLC 1306 *Closed 2023-12-31 0 $0 -376
  61 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