|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
iShares DJ Trnsp Avg Indx Fd (IYT) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
| |
Institutional
Holders
Total
Institutions:
 |
186  2 |
|
|
Total
shares held :
|
2,664,255 |
|
|
% of shares
held :
|
46.33% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
|
Amount
of shares held :
|
89,466 |
|
|
% of shares
held change :
|
 1.56% |
|
| Quarter
Price vs. Current Price:
|
|
|
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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
142 |
- |
2023-12-31 |
100,000 |
$26,243,000 |
0 |
|
| MMBG INVESTMENT ADVISORS CO. |
72 |
- |
2023-12-31 |
5,985 |
$1,571,000 |
0 |
|
| CAPITAL INVESTMENT COUNSEL INC |
86 |
- |
2023-12-31 |
3,161 |
$830,000 |
0 |
|
| Private Portfolio Partners LLC |
136 |
- |
2023-12-31 |
2,050 |
$538,000 |
0 |
|
| Intrepid Financial Planning Group LLC |
63 |
- |
2023-12-31 |
2,026 |
$532,000 |
0 |
|
| GARRISON POINT ADVISORS LLC |
88 |
- |
2023-12-31 |
1,952 |
$512,000 |
0 |
|
| OPPENHEIMER & CO INC |
980 |
- |
2023-12-31 |
1,810 |
$475,000 |
0 |
|
| FIRST WILSHIRE SECURITIES MANAGEMENT INC |
59 |
- |
2023-12-31 |
1,700 |
$446,000 |
0 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1010 |
- |
2023-12-31 |
1,253 |
$329,000 |
0 |
|
| FINANCIAL COUNSELORS INC |
|
- |
2023-12-31 |
1,241 |
$326,000 |
0 |
|
| FIRST UNITED BANK TRUST/ |
124 |
- |
2023-12-31 |
1,077 |
$283,000 |
0 |
|
| Providence First Trust Co |
87 |
- |
2023-12-31 |
950 |
$249,000 |
0 |
|
| KCM INVESTMENT ADVISORS LLC |
344 |
- |
2023-12-31 |
885 |
$232,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
170 |
- |
2023-12-31 |
700 |
$184,000 |
0 |
|
| TCTC HOLDINGS, LLC |
210 |
- |
2023-12-31 |
550 |
$144,000 |
0 |
|
| EP WEALTH ADVISORS, INC. |
749 |
- |
2023-12-31 |
527 |
$138,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
467 |
$123,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
456 |
- |
2023-12-31 |
434 |
$114,000 |
0 |
|
| Transcendent Capital Group LLC |
106 |
- |
2024-03-31 |
400 |
$105,000 |
0 |
|
| SIGNATUREFD, LLC |
1437 |
- |
2023-12-31 |
200 |
$52,000 |
0 |
|
| Emerald Investment Partners LLC |
|
- |
2023-12-31 |
178 |
$47,000 |
0 |
|
| Parallel Advisors LLC |
1512 |
- |
2023-12-31 |
160 |
$42,000 |
0 |
|
| TD Waterhouse Canada Inc. |
1002 |
- |
2023-12-31 |
150 |
$38,000 |
0 |
|
| Delos Wealth Advisors LLC |
76 |
- |
2023-12-31 |
114 |
$30,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1023 |
- |
2023-12-31 |
112 |
$29,000 |
0 |
|
| CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
188 |
- |
2022-12-31 |
80 |
$17,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
54 |
$14,000 |
0 |
|
| PROEQUITIES INC. |
1579 |
- |
2023-12-31 |
52 |
$14,000 |
0 |
|
| Capital Analysts Inc. |
850 |
- |
2023-12-31 |
48 |
$13,000 |
0 |
|
| KISTLERTIFFANY COMPANIES, LLC |
687 |
- |
2023-06-30 |
49 |
$12,000 |
0 |
|
| DIVIDEND GROWTH ADVISORS LLC |
340 |
- |
2023-12-31 |
43 |
$11,000 |
0 |
|
| FIRST MANHATTAN CO |
1110 |
- |
2023-12-31 |
39 |
$10,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
825 |
- |
2023-12-31 |
40 |
$10,000 |
0 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
268 |
- |
2023-12-31 |
35 |
$9,000 |
0 |
|
| Raleigh Capital Management Inc. |
615 |
- |
2023-12-31 |
32 |
$9,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
875 |
- |
2023-12-31 |
31 |
$8,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
982 |
- |
2023-12-31 |
21 |
$6,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
575 |
- |
2023-12-31 |
24 |
$6,000 |
0 |
|
| Aptus Capital Advisors LLC |
824 |
- |
2023-12-31 |
20 |
$5,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
396 |
- |
2023-12-31 |
20 |
$5,000 |
0 |
|
| Retirement Group LLC |
562 |
- |
2023-12-31 |
15 |
$4,000 |
0 |
|
| Castleview Partners LLC |
621 |
- |
2023-12-31 |
15 |
$4,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1698 |
- |
2023-12-31 |
7 |
$2,000 |
0 |
|
| AlphaCore Capital LLC |
367 |
- |
2023-12-31 |
4 |
$1,000 |
0 |
|
| IFP Advisors Inc |
3173 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
|
45 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
