Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Spdr Lehman Hyb Etf (JNK)  
$94.27 0.43 (0.46%) as of 4:30 Fri 5/3


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 499    23
Total shares held : 
 84,832,337  
% of shares held : 
 71.49%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 1,073,639  
% of shares held change : 
   0.9%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $89.34  
Last Quarter's Ending Price : 
 $94.73  
Last Quarter's Average Price : 
 $91.30  
Change from last quarter's     
avg. price to the last closing  : 
2.97 (3.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
45
 1,252,832
 1.48%
 
Increased Positions :
168
 14,811,885
 17.46%
 
Unchanged Positions :
112
 5,677,602
 6.69%
 
Decreased Positions :
174
-11,717,457
-13.81%
 
Closed Positions :
68
-3,273,621
-3.86%
 
Guru Positions :
2
402,285
 0.47%
 
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
   GOLDMAN SACHS GROUP INC/ 125 - 2023-12-31 7,567,366 $716,857,000 3,009,957
   CLARK CAPITAL MANAGEMENT GROUP INC 2 - 2023-12-31 6,373,670 $603,778,000 2,677,134
   WELLS FARGO & CO/MN 179 - 2023-12-31 4,155,545 $393,655,000 51,770
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 17 - 2023-12-31 3,664,696 $347,157,000 166,584
   Kensington Asset Management LLC - 2023-12-31 1,651,300 $156,428,000 1,651,300
   J P MORGAN CHASE & CO 702 - 2023-12-31 1,432,645 $135,714,000 676,126
   BANK OF AMERICA CORP /DE/ 797 - 2023-12-31 1,180,095 $111,790,000 436,577
   BRITISH COLUMBIA INVESTMENT MANAGEMENT CORP 27 - 2023-12-31 1,110,000 $105,150,000 336,000
   Man Group plc 88 - 2023-12-31 892,377 $84,535,000 892,377
   ROYAL BANK OF CANADA 543 - 2023-12-31 825,993 $78,244,000 304,427
   Money Design Co.Ltd. 7 - 2024-03-31 2,968,444 $74,864,000 234,596
   AMERIPRISE FINANCIAL INC 663 - 2023-12-31 690,557 $65,431,000 151,493
   Pacific Asset Management LLC 3 - 2023-12-31 509,958 $48,308,000 447,322
   Envestnet Portfolio Solutions Inc. 74 - 2023-12-31 445,147 $42,169,000 92,237
   LEUCADIA NATIONAL CORP -- Notable Guru -- 18 - 2023-12-31 399,670 $37,861,000 354,720
   BNP PARIBAS ARBITRAGE SA 328 - 2023-12-31 373,230 $35,356,000 303,832
   UBS Group AG 839 - 2023-12-31 364,168 $34,498,000 11,768
   MILLENNIUM MANAGEMENT LLC 727 - 2023-12-31 340,596 $32,265,000 245,462
   NUVEEN ASSET MANAGEMENT, LLC 917 - 2023-12-31 300,746 $28,490,000 105,174
   MANUFACTURERES LIFE INSURANCE CO 512 - 2023-12-31 283,361 $26,843,000 21,376
   RAFFERTY ASSET MANAGEMENT LLC 128 - 2023-12-31 234,900 $22,252,000 164,223
   Checchi Capital Advisers LLC 16 - 2024-03-31 173,730 $16,539,000 29,477
   CFG ASSET MANAGEMENT LLC 10 - 2023-12-31 174,955 $16,450,000 78,942
   Chandler Asset Management Inc. 8 - 2023-12-31 170,816 $16,181,000 5,205
   Prime Capital Investment Advisors LLC - 2023-12-31 165,271 $15,656,000 158,953
   GUGGENHEIM CAPITAL LLC 204 - 2023-12-31 146,793 $13,906,000 3,759
   BLB&B ADVISORS LLC 31 - 2024-03-31 145,138 $13,817,000 8,510
   MACKENZIE FINANCIAL CORP 399 - 2023-12-31 138,805 $13,149,000 12,795
   DEUTSCHE BANK AG 911 - 2023-12-31 135,965 $12,880,000 117,415
   RFG Advisory Group LLC 34 - 2024-03-31 133,799 $12,738,000 11,330
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 713 - 2024-03-31 126,152 $12,010,000 48,623
   Apella Capital LLC 37 - 2024-03-31 126,818 $11,974,000 12,124
   AMERIVEST INVESTMENT MANAGEMENT LLC 64 - 2023-06-30 128,931 $11,865,000 125
   Equitable Holdings Inc. 129 - 2023-12-31 118,602 $11,235,000 39,868
   Financial Services Advisory Inc 11 - 2023-12-31 116,955 $11,079,000 1,593
   Jessup Wealth Management Inc 4 - 2024-03-31 108,895 $10,367,000 12,361
   Gerber Kawasaki Wealth & Investment Management 43 - 2023-12-31 106,393 $10,079,000 15,021
   PARK AVENUE SECURITIES LLC 116 - 2024-03-31 103,534 $9,856,000 44,110
   Apollon Wealth Management LLC 61 - 2023-12-31 95,530 $9,050,000 52,640
   CoreCap Advisors LLC 37 - 2023-12-31 93,558 $8,863,000 1,269
   Shilanski & Associates Inc. 6 - 2024-03-31 90,599 $8,625,000 5,125
   Schechter Investment Advisors LLC 27 - 2023-12-31 89,210 $8,451,000 80,918
   Migdal Insurance & Financial Holdings Ltd. 79 - 2023-12-31 88,419 $8,376,000 600
   Idaho Trust Bank 4 - 2023-12-31 86,839 $8,226,000 57,725
   Farther Finance Advisors LLC 29 - 2023-12-31 85,973 $8,144,000 74,237
   Kingsview Wealth Management LLC 102 - 2023-12-31 84,333 $7,989,000 1,250
   Aspire Private Capital LLC 12 - 2024-03-31 83,097 $7,911,000 66,264
   Sound Income Strategies LLC 58 - 2024-03-31 75,282 $7,167,000 22,742
   BAKER AVENUE ASSET MANAGEMENT, LP 75 - 2023-12-31 74,215 $7,030,000 29,310
   PROSPERA FINANCIAL SERVICES 100 - 2023-12-31 72,846 $6,901,000 64,094
   FINANCIAL ADVISORY CORP /UT/ /ADV 7 - 2024-03-31 71,953 $6,850,000 6,008
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 72,000 $6,821,000 14,000
   Integrated Wealth Concepts LLC 196 - 2023-12-31 71,703 $6,792,000 41,637
   IFG Advisory LLC 43 - 2023-12-31 67,148 $6,361,000 2,254
   RAYMOND JAMES & ASSOCIATES 1478 - 2024-03-31 61,195 $5,826,000 6,621
   Coppell Advisory Solutions LLC 17 - 2023-12-31 60,747 $5,755,000 6,072
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 678 - 2024-03-31 60,102 $5,722,000 16,777
   Crabel Capital Management LLC 12 - 2023-12-31 59,617 $5,648,000 38,781
   FIRST TRUST ADVISORS LP 1214 - 2023-12-31 58,143 $5,508,000 16,411
   Coppell Advisory Solutions Corp. 6 - 2023-03-31 56,614 $5,194,000 1,939
   BARCLAYS PLC 1487 - 2023-12-31 51,068 $4,838,000 45,240
   Charles Schwab Trust Co 35 - 2024-03-31 50,573 $4,815,000 10,057
   Ellevest Inc. 35 - 2023-12-31 50,099 $4,746,000 392
   COMERICA BANK 752 - 2023-12-31 46,742 $4,428,000 9,736
   Sovereign Investment Advisors LLC 22 - 2023-12-31 42,948 $4,069,000 946
   Larson Financial Group LLC 56 - 2023-12-31 42,158 $3,994,000 40,841
   MARINER WEALTH ADVISORS, LLC 770 - 2023-12-31 41,733 $3,953,000 11,635
   Visionary Wealth Advisors 96 - 2023-12-31 41,180 $3,901,000 529
   Coombe Bender & Co LLC 16 - 2023-12-31 40,240 $3,812,000 18,758
   W. E. Donoghue & Co. LLC 11 - 2023-12-31 39,912 $3,781,000 31,175
   Congress Wealth Management LLC / DE / 255 - 2024-03-31 38,501 $3,665,000 560
   ATRIA INVESTMENTS LLC 384 - 2023-12-31 38,291 $3,627,000 12,418
   PRUDENTIAL FINANCIAL INC 1108 - 2023-12-31 37,916 $3,592,000 3,956
   Private Advisor Group LLC 565 - 2023-12-31 37,097 $3,514,000 3,758
   Blue Fin Capital Inc. 26 - 2023-12-31 35,267 $3,341,000 26,350
   BENJAMIN F. EDWARDS & COMPANY INC. 248 - 2023-12-31 35,043 $3,320,000 3,044
   Canal Capital Management LLC 55 - 2024-03-31 34,338 $3,269,000 5,843
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 64 - 2023-12-31 34,086 $3,229,000 56
   First Citizens Asset Management Inc. 18 - 2023-12-31 33,677 $3,194,000 23,401
   ESTATE COUNSELORS, LLC - 2023-12-31 32,870 $3,114,000 755
   Harbour Trust & Investment Management Co 65 - 2024-03-31 30,385 $2,893,000 1,923
   IEQ CAPITAL LLC 232 - 2023-12-31 30,213 $2,862,000 659
   Global Assets Advisory LLC 131 - 2024-03-31 247,328 $2,625,000 247,328
   CULLEN FROST BANKERS INC 227 - 2023-12-31 26,349 $2,496,000 8,640
   Goss Wealth Management LLC 582 - 2023-12-31 26,291 $2,484,000 19,901
   Ascent Group LLC 122 - 2023-12-31 25,274 $2,389,000 6,507
   Portside Wealth Group LLC 66 - 2024-03-31 24,552 $2,337,000 319
   Sargent Bickham Lagudis LLC 94 - 2022-12-31 25,953 $2,336,000 6,755
   Forefront Analytics LLC 24 - 2023-12-31 24,544 $2,325,000 21,389
   Anfield Capital Management LLC 15 - 2023-12-31 24,392 $2,311,000 460
   P-Solve LLC 19 - 2023-12-31 24,334 $2,305,000 502
   Counterpoint Mutual Funds LLC 6 - 2024-03-31 23,713 $2,257,000 5,076
   Perigon Wealth Management LLC 217 - 2023-12-31 22,584 $2,139,000 170
   Compagnie Lombard Odier SCA 151 - 2023-12-31 22,194 $2,102,000 1,624
   Sowell Financial Services LLC - 2023-12-31 21,653 $2,051,000 21,653
   Traveka Wealth LLC 29 - 2024-03-31 21,427 $2,040,000 2,207
   Fifth Third Securities Inc. 110 - 2024-03-31 20,502 $1,952,000 9,336
   Column Capital Advisors LLC 41 - 2023-09-30 21,597 $1,952,000 789
   TI-TRUST INC 17 - 2024-03-31 20,309 $1,933,000 248
   Baird Financial Group Inc. 960 - 2023-12-31 19,283 $1,827,000 1,518
  100 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