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Get Institutions for : 
KBW Cap Markets KCE (KCE)  
$106.27 1.92 (1.77%) as of 4:30 Tue 4/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    13
Total shares held : 
 1,919,762  
% of shares held : 
 54.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 -625,150  
% of shares held change : 
   -17.86%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $85.82  
Last Quarter's Ending Price : 
 $101.97  
Last Quarter's Average Price : 
 $89.59  
Change from last quarter's     
avg. price to the last closing  : 
16.68 (18.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
17
 85,317
 4.44%
 
Increased Positions :
23
 233,841
 12.18%
 
Unchanged Positions :
10
 75,626
 3.94%
 
Decreased Positions :
28
-936,055
-48.76%
 
Closed Positions :
4
-8,253
-0.43%
 
Guru Positions :
1
232,018
 12.09%
 
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
   BANK OF AMERICA CORP /DE/ 1165 - 2023-12-31 482,261 $49,177,000 112,736
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 307 - 2023-12-31 232,018 $23,659,000 59,590
   LPL FINANCIAL CORP 1717 - 2023-12-31 45,684 $4,658,000 15,654
   Royal Fund Management LLC 121 - 2024-03-31 19,877 $2,203,000 1,869
   BAKER AVENUE ASSET MANAGEMENT, LP 161 - 2023-12-31 19,760 $2,015,000 2,584
   RAYMOND JAMES & ASSOCIATES 2204 - 2024-03-31 16,386 $1,811,000 11,000
   Ascent Group LLC 204 - 2023-12-31 14,173 $1,476,000 8,178
   Accel Wealth Management 53 - 2024-03-31 10,633 $1,175,000 144
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2572 - 2023-12-31 11,407 $1,163,000 8,610
   MML INVESTORS SERVICES LLC 1584 - 2023-12-31 6,533 $666,000 2,686
   Wealthfront Advisers LLC 689 - 2024-03-31 5,969 $660,000 362
   COMMONWEALTH EQUITY SERVICES LLC. 2520 - 2023-12-31 5,742 $586,000 692
   UBS Group AG 3837 - 2023-12-31 5,659 $577,000 2,485
   TOWER RESEARCH CAPITAL LLC 1608 - 2023-12-31 3,675 $375,000 2,346
   FMR LLC 2959 - 2023-12-31 1,259 $128,000 674
   Global Retirement Partners LLC 1103 - 2024-03-31 850 $94,000 805
   BLAIR WILLIAM & CO/IL 1641 - 2023-12-31 228 $23,000 148
   ODell Group LLC 390 - 2023-12-31 54 $5,000 54
  18 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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