Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Msci Eafe Power Buffer Etf - January (IJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 69    5
Total shares held : 
 2,887,120  
% of shares held : 
 75.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -8  
Amount of shares held : 
 390,578  
% of shares held change : 
   10.17%  
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 :
11
 470,443
 16.29%
 
Increased Positions :
14
 374,588
 12.97%
 
Unchanged Positions :
17
 340,365
 11.79%
 
Decreased Positions :
27
-396,629
-13.74%
 
Closed Positions :
6
-57,824
-2%
 
Guru Positions :
1
8,655
 0.3%
 
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
   GRADIENT INVESTMENTS LLC 59 - 2024-03-31 615,452 $19,254,000 615,018
   ALTFEST L J & CO INC 16 - 2024-03-31 382,636 $11,971,000 12,355
   Compass Advisory Group LLC 6 - 2023-12-31 339,522 $10,322,000 254,012
   BLAIR WILLIAM & CO/IL 409 - 2023-12-31 206,745 $6,285,000 -7,197
   Long Island Wealth Management Inc. 4 - 2023-12-31 193,206 $5,874,000 0
   Global Strategic Investment Solutions LLC 34 - 2023-12-31 187,298 $5,694,000 -149,659
   HIGHTOWER ADVISORS, LLC 915 - 2023-12-31 181,104 $5,495,000 -8,336
   AdvisorNet Financial Inc 54 - 2024-03-31 132,689 $4,151,000 -184
   COMMONWEALTH EQUITY SERVICES LLC. 1449 - 2023-12-31 92,210 $2,803,000 18,580
   BKD WEALTH ADVISORS LLC 148 - 2024-03-31 74,232 $2,322,000 -21,779
   Advisor Group Holdings Inc. 1880 - 2023-12-31 63,780 $1,939,000 -49,869
   My Personal CFO LLC 25 - 2024-03-31 60,150 $1,882,000 0
   Alera Investment Advisors LLC - 2023-12-31 59,154 $1,798,000 1,950
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 37 - 2023-12-31 53,953 $1,640,000 -3,524
   ABSOLUTE INVESTMENT MANAGEMENT LLC 18 - 2023-12-31 48,464 $1,473,000 -2,394
   WPWealth LLP 22 - 2023-12-31 45,232 $1,375,000 45,232
   IFP Advisors Inc 336 - 2023-12-31 40,620 $1,235,000 -940
   DHJJ Financial Advisors Ltd. 38 - 2024-03-31 37,257 $1,166,000 323
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1176 - 2024-03-31 36,484 $1,141,000 -16,649
   ENVESTNET ASSET MANAGEMENT INC 2844 - 2023-12-31 36,742 $1,117,000 -33,823
   Lantz Financial LLC 80 - 2024-03-31 34,489 $1,079,000 1,041
   FINANCIAL NETWORK 1347 - 2023-12-31 34,226 $1,041,000 -3,181
   Cypress Wealth Services LLC 78 - 2024-03-31 32,535 $1,018,000 0
   Berger Financial Group Inc 150 - 2024-03-31 31,772 $994,000 9,556
   LPL FINANCIAL CORP 3107 *New 2023-12-31 28,890 $878,000 28,890
   Goss Wealth Management LLC 1060 - 2023-12-31 25,305 $758,000 7,127
   Strategic Blueprint LLC 295 - 2024-03-31 24,079 $753,000 7,104
   SageView Advisory Group LLC 283 - 2023-12-31 22,201 $672,000 4,932
   RAYMOND JAMES & ASSOCIATES 2887 *New 2024-03-31 19,878 $622,000 19,878
   Diligent Investors LLC 148 - 2023-12-31 20,277 $616,000 0
   Pillar Wealth Advisors LLC 45 - 2023-12-31 19,069 $580,000 0
   LINCOLN NATIONAL CORP 638 - 2023-12-31 17,728 $539,000 10,392
   Kestra Advisory Services LLC 1497 - 2023-12-31 17,047 $518,000 5,401
   BB&T CORP 2001 - 2023-12-31 14,866 $452,000 10
   Resources Investment Advisors Inc. 773 - 2023-12-31 13,844 $421,000 -2,466
   Tradition Wealth Management LLC 223 - 2023-12-31 13,704 $417,000 108
   BCS Wealth Management 156 - 2024-03-31 12,895 $403,000 5,134
   Brookstone Capital Management 669 - 2024-03-31 12,860 $402,000 12,860
   Collaborative Wealth Managment Inc. 103 - 2023-12-31 12,508 $380,000 0
   H D Vest Advisory Services 1109 - 2023-12-31 12,439 $378,000 -18,318
   Wealth Alliance 323 - 2023-12-31 12,143 $369,000 0
   JANNEY MONTGOMERY SCOTT LLC 2149 - 2023-12-31 10,570 $321,000 -2,820
   AE Wealth Management LLC 1657 *New 2023-12-31 10,545 $319,000 10,545
   U.S. Capital Wealth Advisors LLC 546 - 2023-12-31 10,119 $308,000 -582
   Sunbelt Securities Inc. 430 - 2024-03-31 9,545 $299,000 6,887
   Benchmark Investment Advisors LLC 248 *New 2023-12-31 9,731 $296,000 9,731
   BCJ Capital Management LLC 240 *New 2023-12-31 9,731 $296,000 9,731
   Steward Partners Investment Advisory LLC 1224 - 2023-12-31 9,650 $293,000 1,231
   Snowden Capital Advisors LLC 911 - 2023-12-31 9,350 $284,000 0
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 890 *New 2023-12-31 8,655 $263,000 8,655
   BCGM Wealth Management LLC 115 - 2023-12-31 8,654 $263,000 0
   CITADEL ADVISORS LLC 4186 *New 2023-12-31 8,623 $262,000 8,623
   Miracle Mile Advisors LLC 436 - 2024-03-31 8,263 $259,000 -1,769
   Kathmere Capital Management LLC 257 - 2024-03-31 8,073 $253,000 -465
   CoreCap Advisors LLC 509 - 2023-12-31 8,081 $246,000 -182
   Arete Wealth Advisors LLC 609 *New 2023-12-31 7,846 $239,000 7,846
   Belpointe Asset Management LLC 607 - 2023-12-31 7,757 $236,000 -101
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2888 *New 2024-03-31 7,341 $230,000 7,341
   GILL CAPITAL PARTNERS LLC 106 - 2023-12-31 7,471 $227,000 -3,205
   Cetera Investment Advisers 1982 - 2023-12-31 7,125 $217,000 7,125
   PFG Advisors 578 *New 2023-12-31 7,101 $216,000 7,101
   Arlington Capital Management Inc. 78 - 2024-03-31 6,912 $216,000 -76
   CASTLE WEALTH MANAGEMENT LLC 109 *New 2023-12-31 7,040 $214,000 7,040
   TFO-TDC LLC 52 - 2023-12-31 2,446 $74,000 0
   BANK OF MONTREAL /CAN/ 2955 *New 2023-12-31 2,000 $61,000 2,000
   HARBOUR INVESTMENTS INC. 1464 - 2023-12-31 1,600 $49,000 0
   UBS Group AG 5299 - 2023-12-31 1,518 $46,000 -169
   HANSON MCCLAIN, INC. 1358 - 2024-03-31 1,337 $42,000 -407
   PRINCIPAL SECURITIES INC. 1755 - 2023-12-31 870 $26,000 0
   CWM LLC 2877 - 2024-03-31 655 $20,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6081 *Closed 2023-12-31 0 $0 -17,130
   PROEQUITIES INC. 4760 - 2023-12-31 0 $0 0
   J P MORGAN CHASE & CO 6069 *Closed 2023-12-31 0 $0 -11,118
   Stratos Wealth Advisors LLC 728 *Closed 2024-03-31 0 $0 -9,709
   Michael S. Ryan Inc. 47 *Closed 2024-03-31 0 $0 -23,823
   OLD MISSION CAPITAL LLC 1197 *Closed 2023-12-31 0 $0 -10,378
  76 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