Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Blackstone High Income Etf (HYBL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    8
Total shares held : 
 3,318,566  
% of shares held : 
 77%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   20  
Amount of shares held : 
 586,064  
% of shares held change : 
   13.6%  
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 :
12
 320,026
 9.64%
 
Increased Positions :
21
 475,069
 14.32%
 
Unchanged Positions :
5
 274,070
 8.26%
 
Decreased Positions :
9
-71,260
-2.15%
 
Closed Positions :
4
-137,771
-4.15%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   RFG HOLDINGS INC. 4 - 2024-03-31 685,087 $19,443,000 189,731
   Royal Harbor Partners LLC 6 - 2023-12-31 468,520 $13,179,000 17,525
   Luken Investment Analytics LLC 4 - 2024-03-31 400,515 $11,367,000 20,401
   Zega Financial LLC 8 - 2023-12-31 261,434 $7,354,000 0
   Hedeker Wealth Management Group LLC 19 - 2024-03-31 209,903 $5,957,000 -6,275
   Advisor Group Holdings Inc. 1128 - 2023-12-31 196,472 $5,527,000 -40,756
   ENVESTNET ASSET MANAGEMENT INC 2018 - 2023-12-31 146,158 $4,111,000 46,056
   AE Wealth Management LLC 829 - 2023-12-31 87,144 $2,457,000 -1,611
   HARBOR ADVISORY CORP /MA/ 40 - 2023-12-31 84,058 $2,365,000 -8,601
   UBS Group AG 2709 - 2023-12-31 80,283 $2,258,000 70,032
   HORIZON INVESTMENTS, LLC/SC 138 *New 2023-12-31 78,931 $2,205,000 78,931
   Auour Investments LLC - 2023-12-31 72,994 $2,050,000 576
   LPL FINANCIAL CORP 2373 - 2023-12-31 70,893 $1,994,000 46,119
   Orion Portfolio Solutions LLC 640 - 2023-12-31 69,828 $1,961,000 4,838
   Equitable Holdings Inc. 425 *New 2023-12-31 67,291 $1,893,000 67,291
   RAYMOND JAMES & ASSOCIATES 2260 - 2024-03-31 58,650 $1,664,000 39,750
   VIRTU FINANCIAL LLC 126 *New 2023-12-31 56,024 $1,576,000 56,024
   MULTIFINANCIAL SECURITIES CORP 598 *New 2023-12-31 54,870 $1,543,000 54,870
   3EDGE Asset Management LP 30 - 2023-12-31 51,373 $1,445,000 3,037
   Beacon Harbor Wealth Advisors Inc. 52 *New 2023-12-31 44,142 $1,242,000 44,142
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1622 - 2024-03-31 40,401 $1,147,000 1,539
   ADVISORY SERVICES NETWORK, LLC 638 - 2023-12-31 34,991 $984,000 7,162
   L & S ADVISORS INC 148 - 2023-12-31 24,566 $691,000 5,613
   SHEETS SMITH & ASSOCIATES INC 178 - 2023-09-30 22,445 $619,000 3,655
   Centennial Wealth Advisory LLC 48 - 2024-03-31 21,292 $604,000 461
   OLD MISSION CAPITAL LLC 568 - 2023-12-31 20,818 $586,000 20,818
   Cooper Financial Group 189 - 2024-03-31 20,399 $579,000 -607
   HIGHTOWER ADVISORS, LLC 2275 *New 2023-12-31 17,558 $494,000 17,558
   Arete Wealth Advisors LLC 411 - 2023-12-31 16,855 $474,000 116
   Collaborative Wealth Managment Inc. 83 - 2023-12-31 16,772 $472,000 9,388
   Envestnet Portfolio Solutions Inc. 1100 - 2023-12-31 15,630 $440,000 4,278
   CWM LLC 1177 - 2024-03-31 15,274 $433,000 -229
   Marshall Financial Group LLC 133 - 2024-03-31 14,575 $414,000 -71
   Great Lakes Retirement Inc. 172 *New 2023-12-31 14,449 $406,000 14,449
   NovaPoint Capital LLC 103 - 2024-03-31 12,874 $365,000 -289
   COMERICA BANK 2083 - 2023-12-31 10,822 $304,000 10,629
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2830 - 2024-03-31 10,508 $298,000 322
   Goss Wealth Management LLC 1554 - 2023-12-31 10,000 $281,000 0
   BluePath Capital Management LLC 101 - 2024-03-31 9,081 $258,000 9,081
   Coppell Advisory Solutions LLC 236 - 2023-12-31 8,679 $244,000 8,679
   REDMONT WEALTH ADVISORS LLC 61 - 2024-03-31 8,439 $240,000 -13
   Archford Capital Strategies LLC 242 *New 2024-03-31 7,709 $219,000 7,709
   Householder Group Estate & Retirement Specialist L - 2023-12-31 5,639 $158,000 4,529
   Atlantic Trust LLC 183 *New 2023-12-31 4,555 $128,000 4,555
   CREATIVE FINANCIAL DESIGNS INC /ADV 923 - 2023-12-31 677 $19,000 0
   IFP Advisors Inc 1990 *New 2023-12-31 522 $15,000 522
   HANSON MCCLAIN, INC. 1993 *New 2024-03-31 462 $13,000 462
   FMR LLC 4270 *New 2023-12-31 170 $5,000 170
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 566 - 2023-12-31 95 $3,000 -274
   Adviser Investments LLC 521 *Closed 2023-12-31 0 $0 -7,476
   Fortitude Family Office LLC 1032 *Closed 2024-03-31 0 $0 -1,959
   JANE STREET GROUP LLC 5879 *Closed 2023-12-31 0 $0 -97,460
   PROEQUITIES INC. 10128 - 2023-12-31 0 $0 0
   AIFG Consultants Ltd. 42 *Closed 2023-12-31 0 $0 -26,014
  54 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