Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Grayscale Bitcoin (GBTC)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 33    6
Total shares held : 
 16,487,649  
% of shares held : 
 3.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -6,165,354  
% of shares held change : 
   -1.18%  
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 :
5
 13,333
 0.08%
 
Increased Positions :
5
 160,478
 0.97%
 
Unchanged Positions :
18
 110,781
 0.67%
 
Decreased Positions :
5
-642,942
-3.9%
 
Closed Positions :
11
-5,696,223
-34.55%
 
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
   HORIZON ASSET MANAGEMENT INC/NY 2 - 2023-12-31 15,604,708 $540,235,000 -179,003
   Sloy Dahl & Holst LLC 3 *New 2024-03-31 521,747 $32,959,000 521,747
   MRM-HORIZON ADVISORS LLC 2 *New 2024-03-31 399,725 $25,251,000 399,725
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 236 *New 2024-03-31 341,473 $21,571,000 341,473
   KINGSWOOD WEALTH ADVISORS LLC 6 - 2024-03-31 296,220 $18,712,000 -227,750
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 415 *New 2024-03-31 193,292 $12,210,000 193,292
   SAPIENT CAPITAL LLC 68 *New 2024-03-31 187,718 $11,858,000 187,718
   Brookstone Capital Management 158 *New 2024-03-31 133,533 $8,435,000 133,533
   Fielder Capital Group LLC 7 *New 2024-03-31 130,756 $8,260,000 130,756
   Claro Advisors LLC 12 *New 2024-03-31 111,927 $7,070,000 111,927
   Legacy Wealth Asset Management LLC 4 *New 2024-03-31 104,705 $6,614,000 104,705
   MONECO Advisors LLC 17 *New 2024-03-31 104,630 $6,609,000 104,630
   Global Assets Advisory LLC 79 *New 2024-03-31 349,514 $5,621,000 349,514
   Zhang Financial LLC 38 *New 2024-03-31 84,907 $5,364,000 84,907
   Simplicity WealthLLC 180 *New 2024-03-31 75,480 $4,768,000 75,480
   Guild Investment Management Inc. 4 *New 2024-03-31 68,400 $4,321,000 68,400
   EPIQ PARTNERS LLC 12 *New 2024-03-31 59,250 $3,743,000 59,250
   Fiduciary Alliance LLC 49 *New 2024-03-31 53,279 $3,313,000 53,279
   Cyndeo Wealth Partners LLC 106 *New 2024-03-31 51,411 $3,248,000 51,411
   BROWN ADVISORY HOLDINGS INC 564 *New 2024-03-31 48,481 $3,063,000 48,481
   Compass Ion Advisors LLC 34 *New 2024-03-31 47,181 $2,980,000 47,181
   Pettinga Financial Advisors LLC 37 *New 2024-03-31 43,074 $2,721,000 43,074
   Global Retirement Partners LLC 212 *New 2024-03-31 39,823 $2,516,000 39,823
   Benedetti & Gucer Inc. 18 - 2023-12-31 71,878 $2,488,000 71,878
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 40 - 2024-03-31 35,929 $2,270,000 -61,349
   MCKINLEY CARTER WEALTH SERVICES, INC. 106 *New 2024-03-31 33,273 $2,102,000 33,273
   CRA Financial Services LLC 41 *New 2024-03-31 32,503 $2,053,000 32,503
   GRIMES & COMPANY INC 135 *New 2024-03-31 31,722 $2,004,000 31,722
   RAYMOND JAMES & ASSOCIATES 2193 *New 2024-03-31 29,146 $1,841,000 29,146
   Verdence Capital Advisors LLC 166 *New 2024-03-31 27,452 $1,734,000 27,452
   SJS Investment Consulting Inc. 26 *New 2024-03-31 27,153 $1,715,000 27,153
   KENNICOTT CAPITAL MANAGEMENT LLC 18 *New 2024-03-31 27,117 $1,713,000 27,117
   PFG Investments LLC 232 *New 2024-03-31 26,441 $1,670,000 26,441
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1792 *New 2024-03-31 23,831 $1,505,000 23,831
   Aurora Private Wealth Inc. 17 *New 2024-03-31 24,058 $1,496,000 24,058
   TSFG LLC 51 *New 2024-03-31 23,566 $1,489,000 23,566
   Williams Jones Wealth Management LLC. 219 - 2023-12-31 42,770 $1,481,000 0
   Meridian Wealth Management LLC 66 *New 2024-03-31 22,889 $1,446,000 22,889
   Berger Financial Group Inc 126 *New 2024-03-31 21,934 $1,386,000 21,934
   Pachira Investments Inc. 17 *New 2024-03-31 21,778 $1,376,000 21,778
   Arlington Capital Management Inc. 28 *New 2024-03-31 21,499 $1,358,000 21,499
   Pallas Capital Advisors LLC 181 *New 2024-03-31 21,232 $1,341,000 21,232
   Newbridge Financial Services Group Inc. 32 *New 2024-03-31 21,210 $1,340,000 21,210
   Sharper & Granite LLC 48 *New 2024-03-31 22,300 $1,338,000 22,300
   Stratos Wealth Partners LTD. 546 *New 2024-03-31 20,820 $1,315,000 20,820
   Finer Wealth Management Inc. 34 *New 2024-03-31 19,021 $1,202,000 19,021
   Oakmont Partners LLC 352 *New 2024-03-31 17,259 $1,090,000 17,259
   Upper Left Wealth Management LLC 31 *New 2024-03-31 16,724 $1,056,000 16,724
   PINNACLE ASSOCIATES LTD 480 *New 2024-03-31 15,955 $1,008,000 15,955
   EUDAIMONIA ADVISORS LLC 56 *New 2024-03-31 15,642 $988,000 15,642
   CHILDRESS CAPITAL ADVISORS LLC 61 *New 2024-03-31 15,614 $986,000 15,614
   Canton Hathaway LLC 39 - 2023-12-31 27,200 $942,000 0
   Comprehensive Portfolio Management LLC 378 *New 2024-03-31 14,776 $933,000 14,776
   OneAscent Financial Services LLC 124 *New 2024-03-31 14,201 $897,000 14,201
   DELTEC ASSET MANAGEMENT LLC 95 *New 2024-03-31 14,150 $894,000 14,150
   Strategies Wealth Advisors LLC 43 *New 2024-03-31 13,788 $871,000 13,788
   DOLIVER CAPITAL ADVISORS INC 69 *New 2024-03-31 13,571 $857,000 13,571
   Traynor Capital Management Inc. 99 *New 2024-03-31 12,855 $812,000 12,855
   BP WEALTH MANAGEMENT LLC 380 - 2023-12-31 22,238 $770,000 -423
   CAPITAL PERFORMANCE ADVISORS LLP 38 *New 2024-03-31 10,897 $688,000 10,897
   Next Capital Management LLC 63 - 2023-12-31 19,359 $670,000 -235
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 71 *New 2024-03-31 10,455 $660,000 10,455
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 304 *New 2024-03-31 10,233 $646,000 10,233
   Johnson & White Wealth Management LLC 53 *New 2024-03-31 9,810 $620,000 9,810
   Garde Capital Inc. 118 - 2023-12-31 17,403 $602,000 -1,063
   Valeo Financial Advisors LLC 322 *New 2024-03-31 10,516 $598,000 10,516
   Tradition Wealth Management LLC 161 - 2023-12-31 17,231 $597,000 0
   KLR INVESTMENT ADVISORS LLC 58 *New 2024-03-31 10,000 $593,000 10,000
   BCS Wealth Management 118 *New 2024-03-31 9,196 $581,000 9,196
   Cypress Wealth Services LLC 128 *New 2024-03-31 8,869 $560,000 8,869
   HORRELL CAPITAL MANAGEMENT INC 78 - 2024-03-31 8,726 $551,000 0
   Main Street Financial Solutions LLC 297 *New 2024-03-31 8,453 $534,000 8,453
   ANCORA ADVISORS, LLC 473 - 2023-12-31 15,270 $529,000 0
   Walkner Condon Financial Advisors LLC 147 *New 2024-03-31 8,193 $518,000 8,193
   Kathmere Capital Management LLC 161 *New 2024-03-31 8,141 $514,000 8,141
   PANORAMIC INVESTMENT ADVISORS LLC 60 *New 2024-03-31 8,048 $508,000 8,048
   N.E.W. Advisory Services LLC 103 *New 2024-03-31 7,919 $500,000 7,919
   SIGNATURE SECURITIES GROUP CORPORATION 124 *New 2024-03-31 7,783 $492,000 7,783
   Stewardship Advisors LLC 52 *New 2024-03-31 7,529 $476,000 7,529
   CARRET ASSET MANAGEMENT 190 - 2024-03-31 7,388 $467,000 0
   PARK AVENUE SECURITIES LLC 985 *New 2024-03-31 7,328 $463,000 7,328
   ESSEX FINANCIAL SERVICES INC 343 *New 2024-03-31 7,157 $452,000 7,157
   Mirador Capital Partners LP 128 *New 2024-03-31 7,113 $449,000 7,113
   BANK OF NEW YORK MELLON CORP 3513 *New 2024-03-31 7,108 $449,000 7,108
   Stratos Wealth Advisors LLC 485 *New 2024-03-31 7,027 $444,000 7,027
   ROTHSCHILD INVESTMENT CORP /IL 280 - 2023-09-30 22,466 $431,000 0
   SINECERA CAPITAL LLC 23 *New 2024-03-31 6,806 $430,000 6,806
   SNS Financial Group LLC 128 *New 2024-03-31 6,278 $397,000 6,278
   Priebe Wealth Holdings LLC 34 *New 2024-03-31 6,230 $394,000 6,230
   MCDONALD PARTNERS LLC 185 *New 2024-03-31 6,230 $394,000 6,230
   CHANNEL WEALTH LLC 104 *New 2024-03-31 6,150 $388,000 6,150
   EDGE WEALTH MANAGEMENT LLC 55 *New 2024-03-31 5,988 $378,000 5,988
   FLAGSHIP HARBOR ADVISORS LLC 459 *New 2024-03-31 5,969 $377,000 5,969
   Synergy Financial Management LLC 93 *New 2024-03-31 5,960 $376,000 5,960
   SeaCrest Wealth Management LLC 389 *New 2024-03-31 5,865 $370,000 5,865
   Chicago Partners Investment Group LLC 516 *New 2024-03-31 6,182 $366,000 6,182
   United Capital Management of KS Inc. 74 *New 2024-03-31 5,401 $341,000 5,401
   WALLINGTON ASSET MANAGEMENT LLC 60 *New 2024-03-31 5,325 $336,000 5,325
   DeDora Capital Inc. 94 *New 2024-03-31 5,201 $329,000 5,201
   GRAYBILL BARTZ & ASSOC LTD 51 *New 2024-03-31 5,000 $316,000 5,000
  100 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