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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 35    2
Total shares held : 
 1,266,737  
% of shares held : 
 14.07%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -217,972  
% of shares held change : 
   -2.42%  
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
 54,079
 4.27%
 
Increased Positions :
9
 26,093
 2.06%
 
Unchanged Positions :
4
 59,706
 4.71%
 
Decreased Positions :
17
-264,774
-20.9%
 
Closed Positions :
7
-33,370
-2.63%
 
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
   LPL FINANCIAL CORP 936 - 2023-12-31 359,361 $17,584,000 -3,515
   ENVESTNET ASSET MANAGEMENT INC 1591 - 2023-12-31 160,013 $7,829,000 -1,545
   Betterment LLC 98 - 2023-12-31 95,966 $4,696,000 1,546
   RAYMOND JAMES & ASSOCIATES 1741 - 2024-03-31 80,316 $3,934,000 -72,328
   MORGAN STANLEY 4092 - 2023-12-31 68,723 $3,363,000 -3,461
   PRINCIPAL SECURITIES INC. 191 - 2023-12-31 54,708 $2,677,000 0
   Advisor Group Holdings Inc. 1650 - 2023-12-31 53,334 $2,610,000 -13,166
   Envestnet Portfolio Solutions Inc. 535 - 2023-12-31 49,637 $2,429,000 -1,000
   BANK OF AMERICA CORP /DE/ 3387 - 2023-12-31 48,634 $2,380,000 -41,964
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2072 *New 2023-12-31 34,240 $1,675,000 34,240
   Cetera Investment Advisers 954 - 2023-12-31 27,077 $1,325,000 -3,610
   CITADEL ADVISORS LLC 2739 - 2023-12-31 25,306 $1,238,000 10,409
   FINANCIAL NETWORK 1305 - 2023-12-31 22,490 $1,100,000 159
   JANE STREET GROUP LLC 3403 - 2023-12-31 16,791 $822,000 -65,248
   CATALYST PRIVATE WEALTH LLC 38 - 2024-03-31 13,901 $681,000 -5,628
   FLOW TRADERS U.S. LLC 449 - 2023-12-31 12,058 $590,000 12,058
   CoreCap Advisors LLC 325 - 2023-12-31 12,007 $588,000 131
   BANK OF NEW YORK MELLON CORP 3429 - 2024-03-31 10,816 $530,000 3,260
   J P MORGAN CHASE & CO 3681 - 2023-12-31 10,113 $495,000 1,629
   Atria Wealth Solutions Inc. 1365 - 2023-12-31 7,268 $356,000 -178
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2591 - 2024-03-31 6,903 $338,000 -2,870
   COMMONWEALTH EQUITY SERVICES LLC. 3236 - 2023-12-31 5,202 $255,000 -909
   Maia Wealth LLC 163 - 2023-12-31 4,938 $242,000 0
   ROYAL BANK OF CANADA 4447 - 2023-12-31 4,155 $203,000 -43
   ICA Group Wealth Management LLC 362 - 2023-12-31 1,940 $95,000 1,940
   Global Retirement Partners LLC 1277 - 2024-03-31 1,313 $64,000 126
   HANSON MCCLAIN, INC. 1322 - 2024-03-31 935 $46,000 -2,337
   Goss Wealth Management LLC 2785 - 2023-12-31 222 $11,000 -2
   PRIVATE TRUST CO NA 1659 *New 2024-03-31 198 $10,000 198
   Steward Partners Investment Advisory LLC 2798 *New 2023-12-31 170 $8,000 170
   UBS Group AG 6270 - 2023-12-31 144 $7,000 144
   BANK OF MONTREAL /CAN/ 3248 *New 2023-12-31 100 $5,000 100
   Farther Finance Advisors LLC 2291 - 2023-12-31 60 $3,000 0
   FMR LLC 4525 *New 2023-12-31 40 $2,000 40
   WELLS FARGO & CO/MN 5556 - 2023-12-31 15 $1,000 14
   IFP Advisors Inc 2847 - 2023-12-31 4 $0 3
   PROEQUITIES INC. 3087 - 2023-12-31 0 $0 0
   Laurel Wealth Advisors Inc. 651 *Closed 2022-12-31 0 $0 -4,225
   Patriot Financial Group Insurance Agency LLC 486 *Closed 2023-12-31 0 $0 -4,885
   HIGHTOWER ADVISORS, LLC 3387 *Closed 2023-12-31 0 $0 -4,804
   Impact Partnership Wealth LLC 950 *Closed 2023-12-31 0 $0 -111
   EQIS CAPITAL MANAGEMENT, INC. 786 *Closed 2023-12-31 0 $0 -5,193
   TRUSTCORE FINANCIAL SERVICES LLC 1126 *Closed 2022-12-31 0 $0 -3
   Herold Advisors Inc. 249 *Closed 2023-12-31 0 $0 -17,654
  44 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