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Get Institutions for : 
KBW Cap Markets KCE (KCE)  
$106.46 0.19 (0.18%) as of 4:30 Wed 5/1


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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  : 
16.87 (18.83%)  




 
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
   Iron Horse Wealth Management LLC 414 *Closed 2024-03-31 0 $0 -3
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3361 *Closed 2024-03-31 0 $0 -6,611
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 958 *Closed 2023-12-31 0 $0 -8
   BANK OF MONTREAL /CAN/ 3444 *Closed 2023-12-31 0 $0 -1,010
   Cutler Group LP 1016 *Closed 2024-03-31 0 $0 -389
   Stratos Wealth Partners LTD. 1395 *Closed 2024-03-31 0 $0 -2,714
   Goss Wealth Management LLC 3801 *Closed 2023-12-31 0 $0 -2,789
   IMCCHICAGO, LLC 514 *Closed 2024-03-31 0 $0 -11,408

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results