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Get Institutions for : 
Nikola Inc (NKLA)  
$33.97 0.00 (0.00%) as of 4:30 Wed 6/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 264    11
Total shares held : 
447,894,823  
% of shares held : 
38.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  2  
Amount of shares held : 
219,974,974  
% of shares held change : 
  18.96%  
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  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
22
 154,007,283
 34.38%
 
Increased Positions :
80
 84,195,577
 18.8%
 
Unchanged Positions :
95
 2,710,511
 0.61%
 
Decreased Positions :
67
-8,051,275
-1.8%
 
Closed Positions :
33
-10,176,611
-2.27%
 
Guru Positions :
1
250,000
 0.06%
 
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
   NUVEEN ASSET MANAGEMENT, LLC 2470 - 2024-03-31 1,478,862 $1,538,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 654 - 2024-03-31 639,450 $665,000 0
   InterOcean Capital Group LLC 278 - 2024-03-31 552,662 $575,000 0
   Arrowroot Family Office LLC 123 - 2024-03-31 170,457 $177,000 0
   Marathon Trading Investment Management LLC 148 - 2024-03-31 163,974 $171,000 0
   Integrated Advisors Network LLC 677 - 2024-03-31 123,633 $129,000 0
   GABELLI SECURITIES INC 190 - 2024-03-31 85,000 $88,000 0
   CLAUDIA M.P. BATLLE CRP (R) LLC 90 - 2024-03-31 68,333 $71,000 0
   SUMMIT INVESTMENT ADVISORS INC 2026 - 2024-03-31 58,995 $61,000 0
   Pictet Asset Management Holding SA 1931 - 2024-03-31 56,316 $59,000 0
   PICTET ASSET MANAGEMENT SA 1923 - 2023-06-30 41,588 $57,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 746 - 2024-03-31 53,720 $55,000 0
   MACKENZIE FINANCIAL CORP 1491 - 2024-03-31 37,847 $39,000 0
   SEI INVESTMENTS CO 2497 - 2024-03-31 34,019 $35,000 0
   MONOGRAPH WEALTH ADVISORS LLC 153 - 2024-03-31 30,700 $32,000 0
   SYNOVUS FINANCIAL CORP 838 - 2024-03-31 30,000 $31,000 0
   Silicon Valley Capital Partners 155 - 2024-03-31 26,529 $28,000 0
   Windsor Advisory Group LLC 42 - 2024-03-31 25,000 $26,000 0
   IHT Wealth Management LLC 1004 - 2024-03-31 23,999 $25,000 0
   Triton Wealth Management PLLC 73 - 2024-03-31 35,100 $22,000 0
   GLENMEDE TRUST CO NA 1305 - 2024-03-31 20,000 $21,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 1858 - 2024-03-31 18,806 $20,000 0
   Balboa Wealth Partners 242 - 2024-03-31 17,315 $18,000 0
   FIRST NATIONAL TRUST CO 374 - 2024-03-31 15,875 $17,000 0
   Sterling Investment Counsel LLC 170 - 2024-03-31 14,062 $15,000 0
   Trueblood Wealth Management LLC 224 - 2024-03-31 14,176 $15,000 0
   WT Wealth Management 108 - 2023-12-31 14,135 $12,000 0
   PINNACLE FINANCIAL PARTNERS INC 509 - 2024-03-31 11,265 $12,000 0
   GUGGENHEIM CAPITAL LLC 1862 - 2024-03-31 11,155 $12,000 0
   Optiver Holding B.V. 290 - 2024-03-31 10,609 $11,000 0
   Quadcap Wealth Management LLC 323 - 2024-03-31 10,040 $10,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 428 - 2024-03-31 3,850 $4,000 0
   Castleview Partners LLC 658 - 2024-03-31 3,455 $4,000 0
   ZRC WEALTH MANAGEMENT LLC 398 - 2024-03-31 3,500 $4,000 0
   SOA Wealth Advisors LLC. 652 - 2024-03-31 3,000 $3,000 0
   CITY HOLDING CO 461 - 2024-03-31 2,100 $2,000 0
   COLONIAL ASSET MANAGEMENT, INC. 785 - 2024-03-31 2,000 $2,000 0
   Mendota Financial Group LLC 282 - 2024-03-31 1,000 $1,000 0
   CNB Bank 471 - 2024-03-31 500 $1,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 664 - 2024-03-31 700 $1,000 0
   Rosenberg Matthew Hamilton 771 - 2024-03-31 1,036 $1,000 0
   Stephens Consulting LLC 449 - 2024-03-31 500 $1,000 0
   AdvisorNet Financial Inc 1697 - 2024-03-31 500 $1,000 0
   Sargent Bickham Lagudis LLC 954 - 2022-12-31 235 $1,000 0
   SIGNATUREFD, LLC 2992 - 2024-03-31 571 $1,000 0
   Sugarloaf Wealth Management LLC 627 - 2024-03-31 1,425 $1,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 1149 - 2024-03-31 500 $1,000 0
   Addison Advisors LLC 659 - 2024-03-31 1,250 $1,000 0
   Cypress Capital Management LLC (WY) 158 - 2024-03-31 1,000 $1,000 0
   HighMark Wealth Management LLC 521 - 2024-03-31 600 $1,000 0
   EverSource Wealth Advisors LLC 2401 - 2024-03-31 1,475 $1,000 0
   Providence Capital Advisors LLC 315 - 2024-03-31 1,000 $1,000 0
   Beacon Capital Management LLC 962 - 2024-03-31 964 $1,000 0
   Kiely Wealth Advisory Group Inc. 264 - 2024-03-31 1,700 $1,000 0
   KISTLERTIFFANY COMPANIES, LLC 866 - 2023-06-30 70 $0 0
   Tortoise Investment Management LLC 830 - 2024-03-31 2 $0 0
   St. Johns Investment Management Company LLC 203 - 2024-03-31 25 $0 0
   Northwest Capital Management Inc 526 - 2024-03-31 100 $0 0
   Roble Belko & Company Inc 308 - 2024-03-31 1 $0 0
   JOHNSON FINANCIAL GROUP, INC. 761 - 2024-03-31 120 $0 0
   SJS Investment Consulting Inc. 1317 - 2024-03-31 24 $0 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 702 *Closed 2024-03-31 0 $0 0
   Oakworth Capital Inc. 672 - 2024-03-31 387 $0 0
   Coston McIsaac & Partners 607 - 2024-03-31 75 $0 0
   TRUSTCORE FINANCIAL SERVICES LLC 1019 - 2022-12-31 150 $0 0
   FIFTH THIRD BANCORP 2366 - 2024-03-31 240 $0 0
   Salomon & Ludwin LLC 829 - 2024-03-31 100 $0 0
   BALDWIN BROTHERS INC/MA 684 - 2024-03-31 118 $0 0
   CVA Family Office LLC 1040 - 2024-03-31 2 $0 0
   Cedar Mountain Advisors LLC 345 - 2024-03-31 118 $0 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 973 - 2024-03-31 50 $0 0
   PROEQUITIES INC. 5259 - 2024-03-31 418 $0 0
   Financial Perspectives Inc 644 - 2024-03-31 125 $0 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 393 - 2024-03-31 10 $0 0
   PROVENCE WEALTH MANAGEMENT GROUP 457 - 2023-12-31 250 $0 0
   Key Financial Inc 1284 - 2024-03-31 100 $0 0
   HOLLENCREST SECURITIES LLC 1064 - 2024-03-31 6 $0 0
   PRINCIPAL SECURITIES INC. 3271 - 2024-03-31 270 $0 0
   Naples Money Management LLC 406 - 2024-03-31 417 $0 0
   Householder Group Estate & Retirement Specialist L 1281 - 2024-03-31 450 $0 0
   Archer Investment Corp 1051 - 2024-03-31 200 $0 0
   DiNuzzo Private Wealth Inc. 1260 - 2024-03-31 5 $0 0
   Bear Mountain Capital Inc. 222 - 2024-03-31 3 $0 0
   Asset Dedication LLC 1039 - 2024-03-31 220 $0 0
   Russell Investments Group Ltd. 3281 - 2024-03-31 113 $0 0
   Trust Co 337 - 2024-03-31 60 $0 0
   UMB BANK N A/MO 2177 - 2024-03-31 200 $0 0
   McIlrath & Eck LLC 963 - 2024-03-31 40 $0 0
   First Pacific Financial 444 - 2024-03-31 200 $0 0
   Larson Financial Group LLC 1891 - 2024-03-31 100 $0 0
   Prestige Wealth Management Group LLC 1053 - 2024-03-31 65 $0 0
   BENJAMIN F. EDWARDS & COMPANY INC. 2277 - 2024-03-31 155 $0 0
   Frazier Financial Advisors LLC 968 - 2024-03-31 48 $0 0
   Beaird Harris Wealth Management LLC 647 - 2024-03-31 443 $0 0
   Farther Finance Advisors LLC 3566 - 2024-03-31 95 $0 0
   Clear Point Advisors Inc. 555 - 2024-03-31 250 $0 0

  96 Records found
  1    
  Page 1 of 1
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