Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Goldman Sachs Access Investment Grade Co Bond Etf (GIGB)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 66    5
Total shares held : 
 9,379,630  
% of shares held : 
 73.28%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 790,543  
% of shares held change : 
   6.18%  
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 :
3
 80,858
 0.86%
 
Increased Positions :
29
 938,052
 10%
 
Unchanged Positions :
14
 1,085,351
 11.57%
 
Decreased Positions :
20
-136,525
-1.46%
 
Closed Positions :
8
-91,842
-0.98%
 
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
   GOLDMAN SACHS GROUP INC/ 487 - 2023-12-31 3,518,627 $162,912,000 364,980
   Executive Wealth Management LLC - 2023-12-31 911,339 $42,204,000 -25,102
   ARVEST INVESTMENTS INC. 3 - 2024-03-31 687,992 $31,504,000 11,211
   STEPHENS INC /AR/ 66 - 2023-12-31 481,083 $22,279,000 2,862
   Betterment LLC 54 - 2023-12-31 471,550 $21,837,000 23,755
   LPL FINANCIAL CORP 962 - 2023-12-31 358,777 $16,615,000 -726
   CRITERION CAPITAL ADVISORS LLC 2 - 2024-03-31 343,597 $15,733,000 30,207
   MORGAN STANLEY 2911 - 2023-12-31 338,546 $15,678,000 2,350
   RWM Asset Management LLC 16 - 2024-03-31 237,342 $10,868,000 12,618
   HANSON MCCLAIN, INC. 121 - 2024-03-31 203,864 $9,335,000 -7,706
   UBS Group AG 1504 - 2023-12-31 199,325 $9,231,000 169,654
   ENVESTNET ASSET MANAGEMENT INC 1514 - 2023-12-31 193,893 $8,979,000 -2,344
   HARVEST GROUP WEALTH MANAGEMENT LLC 10 - 2023-03-31 147,214 $6,738,000 2,711
   CHANNEL WEALTH LLC 5 - 2024-03-31 143,034 $6,550,000 33,618
   Stokes Family Office LLC 27 - 2023-12-31 128,031 $5,929,000 32,786
   WHITE PINE INVESTMENT CO 24 - 2024-03-31 129,052 $5,909,000 7,232
   BSC PRIVATE WEALTH MANAGEMENT LLC 38 - 2023-12-31 101,902 $4,719,000 -12,599
   JANE STREET GROUP LLC 1552 - 2023-12-31 99,138 $4,591,000 44,149
   BANK OF AMERICA CORP /DE/ 2983 - 2023-12-31 90,286 $4,181,000 -58,738
   PRINCIPAL SECURITIES INC. 143 - 2023-12-31 80,241 $3,716,000 0
   We Are One Seven LLC 113 *New 2023-12-31 78,272 $3,625,000 78,272
   WELLS FARGO & CO/MN 2156 - 2023-12-31 72,825 $3,373,000 43,218
   CITADEL ADVISORS LLC 1892 - 2023-12-31 72,396 $3,353,000 61,412
   FLAGSHIP HARBOR ADVISORS LLC 108 - 2024-03-31 72,090 $3,301,000 2,043
   Envestnet Portfolio Solutions Inc. 527 - 2023-12-31 53,978 $2,500,000 -356
   Ten Capital Wealth Advisors LLC 20 - 2023-06-30 54,383 $2,461,000 3,260
   HIGHTOWER ADVISORS, LLC 1339 - 2023-12-31 49,551 $2,297,000 39,192
   Bristlecone Advisors LLC 98 - 2024-03-31 48,177 $2,206,000 -2,043
   J P MORGAN CHASE & CO 3007 - 2023-12-31 39,767 $1,842,000 2,642
   Cetera Investment Advisers 880 - 2023-12-31 34,629 $1,604,000 -3,530
   REGAL INVESTMENT ADVISORS, LLC 200 - 2023-12-31 27,840 $1,289,000 105
   BANK OF NEW YORK MELLON CORP 3010 - 2024-03-31 27,763 $1,271,000 19,937
   FINANCIAL NETWORK 1292 - 2023-12-31 24,183 $1,120,000 -161
   DFPG INVESTMENTS INC. 236 - 2023-12-31 21,060 $968,000 13,860
   HAVERFORD TRUST CO 221 - 2023-12-31 19,879 $921,000 -610
   RAYMOND JAMES & ASSOCIATES 2691 - 2024-03-31 18,219 $834,000 84
   COMMONWEALTH EQUITY SERVICES LLC. 2383 - 2023-12-31 15,105 $700,000 3,265
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2009 - 2024-03-31 14,657 $671,000 -520
   Atria Wealth Solutions Inc. 1077 - 2023-12-31 13,543 $629,000 4,579
   AMERIPRISE FINANCIAL INC 3352 - 2023-12-31 11,697 $542,000 4,892
   Herold Advisors Inc. 192 - 2023-12-31 7,682 $356,000 0
   Legacy Advisors LLC 240 - 2023-12-31 6,595 $307,000 62
   Streettalk Advisors LLC 343 - 2023-12-31 6,345 $294,000 679
   Integrated Advisors Network LLC 566 - 2023-12-31 6,104 $283,000 0
   Private Advisor Group LLC 1821 - 2023-12-31 6,065 $281,000 -356
   Patriot Financial Group Insurance Agency LLC 370 - 2023-12-31 5,567 $258,000 -6,128
   KINGSWOOD WEALTH ADVISORS LLC 542 - 2024-03-31 5,107 $234,000 0
   Advisor Group Holdings Inc. 3862 - 2023-12-31 4,505 $209,000 -14,439
   Global Retirement Partners LLC 957 - 2024-03-31 2,835 $130,000 2,246
   Spire Wealth Management 938 - 2024-03-31 2,582 $118,000 0
   VIMA LLC 88 - 2023-12-31 1,451 $67,000 0
   ICA Group Wealth Management LLC 471 - 2023-12-31 1,313 $61,000 1,313
   Vermillion & White Wealth Management Group LLC 86 - 2023-12-31 1,187 $55,000 0
   Newbridge Financial Services Group Inc. 409 - 2024-03-31 995 $46,000 0
   PRIVATE TRUST CO NA 1331 *New 2024-03-31 563 $26,000 563
   ROYAL BANK OF CANADA 5589 - 2023-12-31 474 $21,000 200
   PNC FINANCIAL SERVICES GROUP INC 3579 - 2023-12-31 272 $13,000 0
   PROEQUITIES INC. 1629 - 2023-12-31 255 $12,000 129
   Mascoma Wealth Management LLC - 2023-12-31 225 $10,000 0
   Hexagon Capital Partners LLC 850 - 2024-03-31 212 $10,000 0
   Stone House Investment Management LLC 169 - 2023-12-31 169 $8,000 2
   Goss Wealth Management LLC 3050 - 2023-12-31 128 $6,000 0
   COMERICA BANK 3289 - 2023-12-31 109 $5,000 -3,895
   Coppell Advisory Solutions LLC 1144 - 2023-12-31 86 $4,000 -44
   Farther Finance Advisors LLC 2290 - 2023-12-31 67 $3,000 0
   FMR LLC 4453 - 2023-12-31 45 $2,000 43
   WETZEL INVESTMENT ADVISORS INC. 820 - 2024-03-31 54 $2,000 0
   Coastal Investment Advisors Inc. 784 - 2024-03-31 30 $1,000 30
   TRANSAMERICA FINANCIAL ADVISORS, INC. 452 - 2023-12-31 4 $1,000 0
   IFP Advisors Inc 2846 - 2023-12-31 9 $0 2
   SIMPLEX TRADING LLC 2390 *Closed 2024-03-31 0 $0 -50
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3390 *Closed 2024-03-31 0 $0 -4,673
   TOWER RESEARCH CAPITAL LLC 5871 *Closed 2023-12-31 0 $0 -10
   Impact Partnership Wealth LLC 939 *Closed 2023-12-31 0 $0 -122
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6296 *Closed 2023-12-31 0 $0 -47,652
   Coppell Advisory Solutions Corp. 1139 *Closed 2023-03-31 0 $0 -130
   Laidlaw Wealth Management LLC 260 *Closed 2023-12-31 0 $0 -12,063
   Columbia Trust Co 01012016 146 *Closed 2023-12-31 0 $0 -4,935
   Kingsview Wealth Management LLC 1015 *Closed 2023-12-31 0 $0 -12,513
   Rockbridge Investment Management LCC 945 *New 2023-12-31 4 $0 4
   ACIMA PRIVATE WEALTH LLC 256 *Closed 2023-12-31 0 $0 -184,433
  81 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