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Get Institutions for : 
India Fund Inc (IFN)  
$18.28 0.34 (1.9%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 68    0
Total shares held : 
3,304,074  
% of shares held : 
8.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  8  
Amount of shares held : 
249,651  
% of shares held change : 
  0.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$17.26  
Last Quarter's Ending Price : 
$18.29  
Last Quarter's Average Price
$17.16  
Change from last quarter's     
avg. price to the last closing  : 
1.12 (6.53%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 58,690
 1.78%
 
Increased Positions :
21
 316,022
 9.56%
 
Unchanged Positions :
29
 401,184
 12.14%
 
Decreased Positions :
13
-50,153
-1.52%
 
Closed Positions :
5
-74,908
-2.27%
 
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
   MORGAN STANLEY 2588 - 2023-12-31 1,196,796 $21,889,000 111,999
   Atria Wealth Solutions Inc. 341 - 2023-12-31 251,216 $4,595,000 35,836
   STRS OHIO 474 - 2023-12-31 240,000 $4,389,000 0
   BANK OF AMERICA CORP /DE/ 3099 - 2023-12-31 194,140 $3,551,000 6,616
   BECK CAPITAL MANAGEMENT LLC 32 - 2023-12-31 182,007 $3,329,000 -760
   ROYAL BANK OF CANADA 2201 - 2023-12-31 178,481 $3,265,000 63,497
   WELLS FARGO & CO/MN 2257 - 2023-12-31 154,930 $2,834,000 20,752
   RAYMOND JAMES & ASSOCIATES 1973 - 2024-03-31 130,120 $2,664,000 104,479
   JANNEY MONTGOMERY SCOTT LLC 1037 - 2023-12-31 124,597 $2,279,000 1,576
   PFG Investments LLC 227 *New 2024-03-31 82,776 $1,694,000 82,776
   Consolidated Portfolio Review Corp 79 - 2023-12-31 79,960 $1,462,000 -1,484
   CREATIVE PLANNING 1216 - 2023-12-31 55,493 $1,015,000 0
   American Institute for Advanced Investment Managem 48 - 2024-03-31 41,821 $856,000 28,434
   COMMONWEALTH EQUITY SERVICES LLC. 2254 - 2023-12-31 45,368 $830,000 -80
   LPL FINANCIAL CORP 3182 - 2023-12-31 44,905 $821,000 26,391
   Koshinski Asset Management Inc. 209 - 2023-12-31 44,315 $811,000 22,687
   CIBC WORLD MARKETS INC. 746 - 2023-12-31 43,628 $798,000 -32,026
   STIFEL FINANCIAL CORP 2371 - 2023-12-31 37,769 $691,000 -8,207
   Csenge Advisory Group 344 - 2023-12-31 34,547 $632,000 -2,767
   OPPENHEIMER & CO INC 904 - 2023-12-31 33,643 $615,000 5,007
   COLONY GROUP, LLC 541 *New 2023-12-31 33,368 $610,000 33,368
   COLONY GROUP LLC 524 - 2023-09-30 34,033 $593,000 -262
   SCHNIEDERS CAPITAL MANAGEMENT LLC 114 - 2024-03-31 26,909 $551,000 1,550
   UBS Group AG 3928 - 2023-12-31 27,573 $504,000 2,847
   Steward Partners Investment Advisory LLC 1070 - 2023-12-31 22,904 $419,000 171
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2735 - 2024-03-31 16,808 $344,000 5,683
   Keystone Financial Group 204 - 2023-12-31 17,464 $319,000 -300
   Advisor Group Holdings Inc. 3588 - 2023-12-31 16,295 $298,000 -1,243
   Robertson Stephens Wealth Management LLC 391 - 2023-12-31 14,200 $266,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 637 - 2023-12-31 12,621 $238,000 0
   Miracle Mile Advisors LLC 450 - 2024-03-31 11,430 $234,000 510
   Hudson Portfolio Management LLC 90 - 2023-12-31 12,802 $234,000 -1,143
   Goss Wealth Management LLC 1644 - 2023-12-31 12,168 $226,000 10,437
   Sunesis Advisors LLC 64 - 2023-12-31 12,109 $221,000 0
   H D Vest Advisory Services 1430 - 2023-12-31 11,772 $215,000 -398
   Western Wealth Management LLC 638 *New 2023-12-31 11,759 $215,000 11,759
   BARCLAYS PLC 3545 - 2023-12-31 6,482 $116,000 158
   Missouri Trust & Investment Co 154 - 2023-12-31 4,697 $86,000 0
   JTC Employer Solutions Trusteee Ltd 225 - 2024-03-31 3,836 $77,000 0
   Planning Capital Management Corp 161 - 2024-03-31 3,448 $71,000 155
   NATIONAL BANK OF CANADA /FI/ 1687 - 2023-12-31 2,000 $37,000 1,400
   CULLEN FROST BANKERS INC 721 - 2023-12-31 1,800 $33,000 0
   PRIVATE TRUST CO NA 1274 - 2024-03-31 1,585 $32,000 35
   FIFTH THIRD BANCORP 1560 - 2024-03-31 1,370 $28,000 61
   BARTLETT & CO. LLC 793 - 2023-12-31 1,500 $28,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 793 - 2023-12-31 1,500 $28,000 0
   ENDURANCE WEALTH MANAGEMENT, INC. 406 - 2023-06-30 1,375 $23,000 0
   THOMPSON INVESTMENT MANAGEMENT INC 299 - 2024-03-31 1,080 $22,000 0
   Global Retirement Partners LLC 1760 - 2024-03-31 1,095 $22,000 24
   ANCORA ADVISORS, LLC 1101 - 2023-12-31 1,100 $20,000 -300
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 325 - 2023-12-31 1,000 $18,000 0
   HANSON INVESTMENT MANAGEMENT 386 - 2024-03-31 695 $14,000 0
   JDM Financial Group LLC 124 - 2023-12-31 617 $11,000 0
   Focused Wealth Management Inc 527 - 2023-12-31 550 $10,000 0
   Parallel Advisors LLC 2284 - 2023-12-31 561 $10,000 0
   Spire Wealth Management 1720 - 2024-03-31 500 $10,000 0
   CALDWELL SUTTER CAPITAL INC. 609 - 2024-03-31 310 $6,000 10
   NORTH STAR INVESTMENT MANAGEMENT CORP. 957 - 2023-12-31 201 $4,000 0
   Cape Investment Advisory Inc. 808 - 2023-12-31 205 $4,000 0
   Truvestments Capital LLC 647 - 2023-12-31 187 $3,000 0
   ADVISORY SERVICES NETWORK, LLC 3259 *New 2023-12-31 175 $3,000 175
   PRINCIPAL SECURITIES INC. 2750 - 2023-12-31 110 $2,000 0
   Investors Research Corp 934 - 2023-12-31 110 $2,000 0
   FIRST MANHATTAN CO 1347 - 2023-12-31 30 $1,000 0
   LAZARD ASSET MANAGEMENT LLC 2014 - 2023-12-31 2 $0 2
   PROEQUITIES INC. 2816 - 2023-12-31 0 $0 0
   Whalen Wealth Management Inc. 115 *Closed 2024-03-31 0 $0 -33,446
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3271 *Closed 2023-12-31 0 $0 -1,489
   TOWER RESEARCH CAPITAL LLC 5940 - 2023-12-31 4 $0 1
   TD Waterhouse Canada Inc. 1646 *New 2023-12-31 1 $0 1
   Ayalon Holdings Ltd. 68 *Closed 2024-03-31 0 $0 -900
   J P MORGAN CHASE & CO 6327 *Closed 2023-12-31 0 $0 -35,850
   MERCER GLOBAL ADVISORS INC /ADV 2110 *Closed 2023-12-31 0 $0 -26,171
   Farther Finance Advisors LLC 3464 - 2023-12-31 0 $0 -783

  74 Records found
  1    
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