Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Hartford Municipal Opportunities Etf (HMOP)  
$38.51 0.08 (0.21%) as of 4:30 Thu 5/2


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    0
Total shares held : 
 8,446,331  
% of shares held : 
 17.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -132,738  
% of shares held change : 
   -0.28%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $36.64  
Last Quarter's Ending Price : 
 $38.94  
Last Quarter's Average Price : 
 $37.48  
Change from last quarter's     
avg. price to the last closing  : 
1.03 (2.75%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 25,049
 0.3%
 
Increased Positions :
30
 562,264
 6.66%
 
Unchanged Positions :
11
 79,147
 0.94%
 
Decreased Positions :
26
-552,353
-6.54%
 
Closed Positions :
4
-167,698
-1.99%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 250 - 2024-03-31 1,310,661 $50,906,000 -384,639
   HIGHTOWER ADVISORS, LLC 300 - 2023-12-31 974,052 $37,932,000 68,925
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 253 - 2023-12-31 716,946 $27,918,000 -46,505
   H D Vest Advisory Services 91 - 2023-12-31 471,532 $18,361,000 -20,298
   BANK OF AMERICA CORP /DE/ 1885 - 2023-12-31 457,714 $17,823,000 -23,111
   LEGACY WEALTH MANAGEMENT, INC 12 - 2024-03-31 423,304 $16,441,000 7,899
   Goldstein Advisors LLC 12 - 2023-12-31 395,238 $15,391,000 -2,355
   LPL FINANCIAL CORP 1131 - 2023-12-31 310,497 $12,091,000 33,638
   Gratus Capital LLC 52 - 2023-12-31 302,462 $11,778,000 11,673
   Legacy CG LLC 7 - 2024-03-31 283,614 $11,016,000 -53,840
   ERn Financial LLC 21 - 2024-03-31 198,725 $7,718,000 -1,898
   Bernardo Wealth Planning LLC - 2023-12-31 149,360 $5,816,000 68,770
   Wealthcare Advisory Partners LLC 94 - 2024-03-31 144,203 $5,601,000 13,441
   JANNEY MONTGOMERY SCOTT LLC 694 - 2023-12-31 140,710 $5,479,000 -2,105
   Sepio Capital LLC 37 - 2023-12-31 131,628 $5,126,000 7,872
   Financial Planning & Information Services Inc. 30 - 2023-12-31 114,119 $4,444,000 32,622
   Sterling Investment Counsel LLC 13 - 2024-03-31 99,382 $3,860,000 3,069
   CONSILIO WEALTH ADVISORS LLC 10 - 2024-03-31 98,859 $3,840,000 244
   COMMONWEALTH EQUITY SERVICES LLC. 1269 - 2023-12-31 94,904 $3,696,000 -49,489
   Strid Group LLC 18 - 2024-03-31 74,899 $2,909,000 5,862
   RAYMOND JAMES & ASSOCIATES 2022 - 2024-03-31 63,261 $2,457,000 15,654
   MARINER WEALTH ADVISORS, LLC 1020 - 2023-12-31 55,652 $2,167,000 1,907
   MML INVESTORS SERVICES LLC 962 - 2023-12-31 55,473 $2,160,000 13,570
   ENVESTNET ASSET MANAGEMENT INC 2429 - 2023-12-31 54,096 $2,106,000 8,143
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1228 - 2024-03-31 53,560 $2,080,000 -5,751
   ROYAL BANK OF CANADA 2565 - 2023-12-31 51,082 $1,989,000 15,385
   Landmark Wealth Management LLC 31 - 2024-03-31 50,872 $1,976,000 2,218
   CAPTRUST FINANCIAL ADVISORS 944 - 2023-12-31 47,165 $1,837,000 -8,658
   CENTRAL VALLEY ADVISORS LLC 26 - 2024-03-31 46,972 $1,824,000 4,392
   QUANTITATIVE ADVANTAGE LLC 71 - 2023-03-31 45,429 $1,736,000 11,408
   Steward Partners Investment Advisory LLC 543 - 2023-12-31 43,750 $1,704,000 -12,729
   Amplius Wealth Advisors LLC 55 - 2024-03-31 43,439 $1,687,000 -119,096
   FINANCIAL NETWORK 1064 - 2023-12-31 42,191 $1,643,000 1,291
   Naviter Wealth LLC 115 *New 2024-03-31 39,726 $1,547,000 39,726
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 152 - 2023-12-31 33,278 $1,296,000 7,178
   Magnus Financial Group LLC 108 - 2023-12-31 30,939 $1,205,000 -207
   Advisor Group Holdings Inc. 2380 - 2023-12-31 29,071 $1,132,000 -3,314
   Private Portfolio Partners LLC 71 - 2023-12-31 27,692 $1,078,000 3,268
   Krasney Financial LLC 148 - 2024-03-31 27,347 $1,062,000 -189
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2910 *New 2023-12-31 23,475 $914,000 23,475
   Westside Investment Management Inc. 114 - 2024-03-31 22,250 $863,000 3,000
   Madison Wealth Partners Inc 45 - 2023-12-31 18,805 $732,000 -4,057
   Engrave Wealth Partners LLC 42 - 2023-12-31 16,413 $639,000 1,166
   Thrive Wealth Management LLC 94 - 2024-03-31 15,998 $621,000 -5,678
   Capital Analysts Inc. 300 - 2023-12-31 14,116 $550,000 13
   AXXCESS WEALTH MANAGEMENT LLC 495 - 2023-12-31 13,831 $539,000 -5,777
   DAVIDSON D A & CO 955 - 2023-12-31 12,587 $490,000 -2,672
   HILL ISLAND FINANCIAL LLC 44 - 2023-12-31 11,701 $456,000 -1,825
   Capital Asset Advisory Services LLC 192 - 2024-03-31 11,798 $454,000 -2,033
   GAMMA Investing LLC 214 - 2024-03-31 10,847 $421,000 4,348
   PFG FINANCIAL ADVISORS 170 - 2024-03-31 10,693 $415,000 170
   Stonehearth Capital Management LLC 39 - 2024-03-31 10,659 $414,000 -6,278
   ARMSTRONG ADVISORY GROUP INC 114 - 2024-03-31 10,500 $409,000 0
   RAYMOND JAMES TRUST CO 854 - 2024-03-31 9,630 $374,000 0
   GTS SECURITIES LLC 1045 - 2023-12-31 8,982 $350,000 457
   COMERICA BANK 2113 - 2023-12-31 7,363 $287,000 0
   Simplicity WealthLLC 953 *New 2024-03-31 6,960 $270,000 6,960
   RIVERFRONT INVESTMENT GROUP, LLC 101 - 2023-12-31 6,790 $264,000 -13,152
   Private Advisor Group LLC 1861 - 2023-12-31 6,792 $264,000 747
   Bleakley Financial Group LLC - 2023-12-31 6,030 $235,000 0
   Sawtooth Asset Management Inc. 917 - 2023-12-31 6,030 $235,000 0
   OneAscent Financial Services LLC 339 - 2024-03-31 5,737 $223,000 0
   JANE STREET GROUP LLC 4686 - 2023-12-31 5,616 $219,000 -119,336
   Goss Wealth Management LLC 1669 - 2023-12-31 5,538 $216,000 44
   HARBOUR INVESTMENTS INC. 1130 - 2023-12-31 2,605 $101,000 -1,144
   J P MORGAN CHASE & CO 4739 - 2023-12-31 1,202 $47,000 -23,982
   Tidemark LLC 290 - 2023-12-31 749 $29,000 0
   Wagner Wealth Management LLC 201 - 2024-03-31 260 $10,000 0
   ICA Group Wealth Management LLC 1102 - 2023-12-31 80 $3,000 80
   MORGAN STANLEY 6964 *New 2023-12-31 1 $0 1
   FMR LLC 4862 *New 2023-12-31 1 $0 1
   WELLS FARGO & CO/MN 6396 - 2023-12-31 1 $0 0
   TOWER RESEARCH CAPITAL LLC 5990 - 2023-12-31 5 $0 0
   Gladstone Institutional Advisory LLC 672 *Closed 2023-12-31 0 $0 -5,689
   PROEQUITIES INC. 7301 - 2023-12-31 0 $0 0
   CWM LLC 4615 *Closed 2024-03-31 0 $0 -1,572
   Cetera Investment Advisers 2334 *Closed 2023-12-31 0 $0 -5,709
  77 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