Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Pacer Global Cash Cows Dividend Etf (GCOW)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 164    11
Total shares held : 
 35,550,741  
% of shares held : 
 78.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   34  
Amount of shares held : 
 346,824  
% of shares held change : 
   0.76%  
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 :
24
 326,522
 0.92%
 
Increased Positions :
67
 2,250,083
 6.33%
 
Unchanged Positions :
29
 212,453
 0.6%
 
Decreased Positions :
44
-2,012,404
-5.66%
 
Closed Positions :
13
-217,377
-0.61%
 
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
   BANK OF AMERICA CORP /DE/ 466 - 2023-12-31 8,058,065 $276,150,000 350,706
   MORGAN STANLEY 904 - 2023-12-31 4,437,912 $152,087,000 55,592
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 81 - 2023-12-31 3,357,966 $115,077,000 353,822
   LPL FINANCIAL CORP 382 - 2023-12-31 2,094,778 $71,788,000 32,507
   WELLS FARGO & CO/MN 604 - 2023-12-31 1,803,598 $61,809,000 -620,282
   ROYAL BANK OF CANADA 735 - 2023-12-31 1,307,344 $44,803,000 48,234
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 329 - 2024-03-31 1,045,606 $36,283,000 -49,030
   UBS Group AG 824 - 2023-12-31 1,046,267 $35,856,000 22,097
   Advisor Group Holdings Inc. 298 - 2023-12-31 1,006,782 $34,510,000 -520,160
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 150 - 2024-03-31 963,021 $33,417,000 -79,831
   STIFEL FINANCIAL CORP 533 - 2023-12-31 545,677 $18,701,000 18,345
   Pacer Advisors Inc. 280 - 2023-12-31 477,022 $16,348,000 100,200
   COMMONWEALTH EQUITY SERVICES LLC. 524 - 2023-12-31 472,206 $16,183,000 -19,795
   OLD MISSION CAPITAL LLC 34 - 2023-12-31 469,789 $16,100,000 127,587
   FINANCIAL MANAGEMENT NETWORK INC 5 - 2024-03-31 449,818 $15,586,000 21,289
   JANNEY MONTGOMERY SCOTT LLC 371 - 2023-12-31 444,460 $15,232,000 291,079
   RAYMOND JAMES & ASSOCIATES 931 - 2024-03-31 426,048 $14,784,000 25,107
   Fermata Advisors LLC 8 - 2024-03-31 340,839 $11,827,000 -18,385
   MULTIFINANCIAL SECURITIES CORP 139 - 2023-12-31 326,926 $11,204,000 43,270
   Sharkey Howes & Javer 13 - 2024-03-31 318,231 $11,043,000 -354,022
   JANE STREET GROUP LLC 891 - 2023-12-31 302,981 $10,383,000 -118,748
   IAM Advisory LLC 9 - 2024-03-31 285,989 $9,924,000 4,831
   H D Vest Advisory Services 210 - 2023-12-31 212,905 $7,296,000 126,885
   Baird Financial Group Inc. 553 - 2023-12-31 209,244 $7,171,000 14,401
   Orion Portfolio Solutions LLC 258 - 2023-12-31 183,093 $6,335,000 72,296
   FINANCIAL NETWORK 497 - 2023-12-31 173,530 $5,947,000 13,004
   J.W. COLE ADVISORS INC. 66 - 2023-12-31 168,463 $5,773,000 11,163
   ENVESTNET ASSET MANAGEMENT INC 1799 - 2023-12-31 166,765 $5,715,000 -51,626
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1028 - 2023-12-31 166,645 $5,711,000 97,946
   Coulter & Justus Financial Services LLC 10 - 2023-12-31 165,523 $5,672,000 15,128
   MML INVESTORS SERVICES LLC 556 - 2023-12-31 161,711 $5,542,000 -138,291
   MY Wealth Management Inc. 9 - 2023-12-31 145,322 $4,980,000 1,850
   Private Advisor Group LLC 438 - 2023-12-31 141,319 $4,843,000 -2,774
   HARVEST GROUP WEALTH MANAGEMENT LLC 18 - 2023-03-31 124,273 $4,179,000 99,914
   Empire Financial Management Company LLC 9 - 2023-12-31 120,727 $4,137,000 1,107
   Atria Wealth Solutions Inc. 388 - 2023-12-31 107,944 $3,710,000 -28,899
   Equitable Holdings Inc. 284 - 2023-12-31 99,691 $3,416,000 810
   HBW Advisory Services LLC 48 - 2024-03-31 95,019 $3,256,000 0
   Strategic Financial Concepts LLC 39 - 2024-03-31 87,185 $3,025,000 21,570
   Founders Financial Alliance LLC 21 - 2023-12-31 69,665 $2,387,000 -1,300
   Amplius Wealth Advisors LLC 48 - 2024-03-31 66,895 $2,321,000 -28,907
   Goss Wealth Management LLC 607 - 2023-12-31 67,807 $2,308,000 -23,052
   Stratos Wealth Partners LTD. 411 - 2024-03-31 65,618 $2,277,000 -58,429
   HARBOUR INVESTMENTS INC. 203 - 2023-12-31 65,827 $2,256,000 2,702
   CIBC WORLD MARKETS INC. 521 - 2023-12-31 61,908 $2,122,000 20,973
   1858 WEALTH MANAGEMENT LLC 12 - 2024-03-31 60,000 $2,056,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 97 - 2024-03-31 59,201 $2,053,000 22,492
   First Capital Advisors Group LLC. 25 - 2023-06-30 60,585 $2,008,000 3,763
   AE Wealth Management LLC 914 *New 2023-12-31 56,758 $1,924,000 56,758
   Laurel Wealth Advisors LLC 71 - 2023-12-31 55,214 $1,892,000 5,529
   Belpointe Asset Management LLC 119 - 2023-12-31 54,001 $1,851,000 -1,607
   AMERIPRISE FINANCIAL INC 2872 - 2023-12-31 49,678 $1,702,000 43,394
   TAP Consulting LLC 81 - 2024-03-31 48,556 $1,685,000 179
   Kestra Advisory Services LLC 889 - 2023-12-31 47,572 $1,630,000 10,466
   STEPHENS INC /AR/ 444 - 2023-12-31 47,256 $1,619,000 330
   Ahrens Investment Partners LLC 30 - 2023-03-31 46,150 $1,552,000 -38,330
   Andesa Financial Management Inc. 46 - 2022-12-31 46,387 $1,472,000 -55,269
   IFP Advisors Inc 303 - 2023-12-31 42,833 $1,468,000 -9,688
   Atlas Financial Advisors Inc. 8 - 2023-12-31 42,683 $1,463,000 -40,585
   EWG Elevate Inc. 52 *New 2024-03-31 39,729 $1,379,000 39,729
   Gladstone Institutional Advisory LLC 260 - 2023-12-31 37,183 $1,274,000 6,063
   Investment Partners Asset Management Inc. 24 - 2024-03-31 36,596 $1,270,000 -46
   BENJAMIN F. EDWARDS & COMPANY INC. 428 - 2023-12-31 36,909 $1,265,000 17,614
   HIGHTOWER ADVISORS, LLC 1698 - 2023-12-31 35,418 $1,218,000 -7,475
   SEARCY FINANCIAL SERVICES INC /ADV 15 - 2024-03-31 34,975 $1,214,000 1,585
   Cetera Investment Advisers 1016 - 2023-12-31 34,278 $1,175,000 -109,900
   U.S. Capital Wealth Advisors LLC 317 - 2023-12-31 33,540 $1,149,000 -3,100
   CITIGROUP INC 1977 - 2023-12-31 33,312 $1,142,000 9,024
   CITADEL ADVISORS LLC 2824 - 2023-12-31 32,651 $1,119,000 32,651
   Prosperitas Financial LLC 40 - 2023-12-31 32,551 $1,116,000 -5,394
   Concurrent Investment Advisors LLC 321 - 2023-12-31 31,781 $1,089,000 0
   COMERICA BANK 1498 - 2023-12-31 31,510 $1,080,000 6,885
   Financial Advocates Investment Management 285 - 2023-12-31 29,747 $1,019,000 -313
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 59 - 2024-03-31 29,170 $1,012,000 -1,850
   AVIANCE CAPITAL PARTNERS, LLC 146 - 2024-03-31 28,623 $993,000 2,942
   Qube Research & Technologies Ltd 1651 - 2023-12-31 28,806 $987,000 24,783
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1241 - 2024-03-31 27,971 $971,000 -51,647
   Simplicity WealthLLC 541 *New 2024-03-31 26,982 $936,000 26,982
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1001 - 2023-09-30 28,437 $925,000 -3,667
   Bleakley Financial Group LLC - 2023-12-31 26,695 $915,000 141
   Sawtooth Asset Management Inc. 461 - 2023-12-31 26,695 $915,000 141
   Grant/GrossMendelsohn LLC 52 - 2024-03-31 25,807 $901,000 461
   Kingsview Wealth Management LLC 503 - 2023-12-31 25,638 $879,000 72
   Sowell Financial Services LLC *New 2023-12-31 24,782 $856,000 24,782
   PROSPERA FINANCIAL SERVICES 508 - 2023-12-31 24,600 $843,000 771
   SageView Advisory Group LLC 248 - 2023-12-31 23,900 $813,000 3,464
   Wealthcare Advisory Partners LLC 436 - 2024-03-31 22,600 $784,000 -232
   Pensionmark Financial Group LLC 169 *New 2023-12-31 22,804 $781,000 22,804
   Cosner Financial Group LLC 21 *New 2023-12-31 22,660 $777,000 22,660
   JONES FINANCIAL COMPANIES LLLP 219 *New 2023-12-31 21,852 $749,000 21,852
   Clear Creek Financial Management LLC 185 - 2024-03-31 21,394 $742,000 4,694
   Owen LaRue LLC 35 - 2023-12-31 21,194 $726,000 -18,495
   WNY Asset Management LLC 110 - 2023-12-31 21,000 $720,000 6,420
   EverSource Wealth Advisors LLC 204 - 2023-12-31 20,703 $710,000 1,879
   Lane & Associates LLC 52 - 2024-03-31 20,264 $703,000 3,409
   Per Stirling Capital Management LLC. 102 - 2023-12-31 20,148 $690,000 0
   BCS Wealth Management 99 - 2024-03-31 19,794 $687,000 -185
   KRAEMATON INVESTMENT ADVISORS INC 45 *New 2023-12-31 20,003 $686,000 20,003
   RENAISSANCE TECHNOLOGIES LLC 2624 - 2023-12-31 19,800 $679,000 19,800
   Geneos Wealth Management Inc. - 2023-12-31 19,706 $675,000 2,576
  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