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Get Institutions for : 
Graniteshares Hips Us High Income Etf (HIPS)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    0
Total shares held : 
663,915  
% of shares held : 
14.75%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -1  
Amount of shares held : 
-27,018  
% of shares held change : 
  -0.6%  
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
 19,850
 2.99%
 
Increased Positions :
5
 39,512
 5.95%
 
Unchanged Positions :
6
 129,999
 19.58%
 
Decreased Positions :
6
-61,448
-9.26%
 
Closed Positions :
3
-24,932
-3.76%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SimpliFi Inc. 11 - 2024-03-31 498,853 $6,414,000 465,939
   LPL FINANCIAL CORP 2285 - 2023-12-31 182,405 $2,280,000 2,391
   Cornerstone Wealth Management LLC 152 - 2024-03-31 118,983 $1,530,000 -842
   BB&T CORP 1701 - 2023-12-31 62,706 $784,000 -5,547
   Aurora Private Wealth Inc. 54 - 2024-03-31 47,445 $606,000 2,068
   Beacon Pointe Advisors LLC 885 - 2023-12-31 40,000 $500,000 0
   Advisor Group Holdings Inc. 3243 - 2023-12-31 35,432 $443,000 -34,245
   RHS Financial LLC 80 - 2024-03-31 29,371 $378,000 -6,383
   GRIMES & COMPANY INC 252 - 2024-03-31 27,934 $359,000 703
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3099 - 2024-03-31 13,810 $178,000 -4,014
   Stratos Wealth Advisors LLC 643 *New 2024-03-31 11,661 $150,000 11,661
   Insight Advisors LLC/ PA - 2023-12-31 10,000 $125,000 0
   FREEDOM WEALTH ALLIANCE LLC 41 - 2023-09-30 10,200 $123,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 4,750 $61,000 0
   ROYAL BANK OF CANADA 5699 *New 2023-12-31 1,140 $14,000 1,140
   UBS Group AG 6221 - 2023-12-31 583 $7,000 -231
   Householder Group Estate & Retirement Specialist L *Closed 2024-03-31 0 $0 -500
   MORGAN STANLEY 7130 - 2023-12-31 2 $0 1
   FMR LLC 4789 *Closed 2023-12-31 0 $0 -1,322
   WELLS FARGO & CO/MN 6104 - 2023-12-31 1 $0 -1
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   Moors & Cabot Inc. 847 *Closed 2023-12-31 0 $0 -13,500
   Advisor Resource Council 393 *Closed 2024-03-31 0 $0 -18,210
   Kovack Advisors Inc. 574 *Closed 2024-03-31 0 $0 -29,261

  24 Records found
  1    
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