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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 132 - 2023-12-31 424,799 $43,317,000 -744,809
   MORGAN STANLEY 3019 - 2023-12-31 138,392 $14,112,000 -14,025
   Advisor Group Holdings Inc. 1018 - 2023-12-31 65,336 $6,662,000 -101,591
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 731 - 2024-03-31 45,973 $5,082,000 -43
   Aveo Capital Partners LLC 72 - 2023-12-31 34,987 $3,568,000 -4,976
   PFG FINANCIAL ADVISORS 51 - 2024-03-31 26,956 $2,980,000 -1,082
   Cavalier Investments 25 - 2024-03-31 26,328 $2,911,000 -32,100
   ENVESTNET ASSET MANAGEMENT INC 2342 - 2023-12-31 23,538 $2,400,000 -16,548
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 46 - 2024-03-31 16,696 $1,846,000 -25,661
   Csenge Advisory Group 178 - 2023-12-31 14,719 $1,501,000 -8,637
   MONEY CONCEPTS CAPITAL CORP 187 - 2023-12-31 12,372 $1,262,000 -60
   ROYAL BANK OF CANADA 3159 - 2023-12-31 8,944 $913,000 -19,922
   FINANCIAL NETWORK 1481 - 2023-12-31 8,288 $845,000 -1,733
   BAROMETER CAPITAL MANAGEMENT INC. 73 - 2023-12-31 8,000 $816,000 -1,307
   Private Advisor Group LLC 1410 - 2023-12-31 5,334 $544,000 -2,005
   Beaumont Capital Management LLC 39 - 2023-12-31 5,187 $529,000 -5,369
   Envestnet Portfolio Solutions Inc. 1123 - 2023-12-31 4,109 $419,000 -1,106
   HF Advisory Group LLC 132 - 2024-03-31 3,116 $344,000 -1,651
   Continuum Advisory LLC 388 - 2023-12-31 2,666 $274,000 -858
   HANLON INVESTMENT MANAGEMENT, INC. 124 - 2023-12-31 2,401 $245,000 -1,948
   PNC FINANCIAL SERVICES GROUP INC 2140 - 2023-12-31 1,973 $201,000 -307
   RFP Financial Group LLC 96 - 2023-12-31 1,451 $148,000 -62
   CITADEL ADVISORS LLC 4611 - 2023-12-31 1,266 $129,000 -4,721
   WELLS FARGO & CO/MN 4432 - 2023-12-31 762 $78,000 -242
   Steward Partners Investment Advisory LLC 1850 - 2023-12-31 647 $66,000 -90
   IFP Advisors Inc 1488 - 2023-12-31 530 $54,000 -25
   Parallel Advisors LLC 1744 - 2023-12-31 263 $27,000 -101
   NBC SECURITIES INC. 1759 - 2024-03-31 70 $7,000 -26
   GRADIENT INVESTMENTS LLC 1101 - 2024-03-31 0 $0 -191
  29 Records found
  1    
  Page 1 of 1
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