Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Aberdeen Standard Physical Palladium Shares Etf (PALL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 60    6
Total shares held : 
 540,117  
% of shares held : 
 32.15%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -7  
Amount of shares held : 
 44,644  
% of shares held change : 
   2.66%  
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 :
7
 7,230
 1.34%
 
Increased Positions :
14
 96,605
 17.89%
 
Unchanged Positions :
24
 30,668
 5.68%
 
Decreased Positions :
15
-42,200
-7.81%
 
Closed Positions :
13
-16,991
-3.15%
 
Guru Positions :
0
 0%
 
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
   KEY GROUP HOLDINGS (CAYMAN), LTD. 27 - 2023-12-31 150,000 $15,164,000 53,691
   JANE STREET GROUP LLC 869 - 2023-12-31 106,849 $10,801,000 12,583
   BANK OF AMERICA CORP /DE/ 2765 - 2023-12-31 58,881 $5,952,000 -4,972
   MORGAN STANLEY 3837 - 2023-12-31 49,598 $5,014,000 9,239
   RENAISSANCE TECHNOLOGIES LLC 2011 - 2023-12-31 18,045 $1,824,000 9,745
   ARVEST INVESTMENTS INC. 83 - 2024-03-31 18,855 $1,763,000 419
   LPL FINANCIAL CORP 2835 - 2024-03-31 15,007 $1,403,000 -5,154
   WELLS FARGO & CO/MN 2857 - 2024-03-31 13,356 $1,249,000 1,425
   J P MORGAN CHASE & CO 3348 - 2024-03-31 10,965 $1,025,000 -1,916
   UBS Group AG 3473 - 2023-12-31 9,124 $922,000 -583
   BANK OF MONTREAL /CAN/ 1702 - 2023-12-31 8,203 $863,000 -21,047
   Advisor Group Holdings Inc. 2687 - 2024-03-31 7,100 $664,000 2,305
   AMG NATIONAL TRUST BANK 325 - 2024-03-31 6,646 $622,000 -440
   ENVESTNET ASSET MANAGEMENT INC 3196 - 2023-12-31 6,076 $614,000 188
   RAYMOND JAMES & ASSOCIATES 2955 - 2024-03-31 6,074 $568,000 439
   Belpointe Asset Management LLC 412 - 2024-03-31 5,977 $559,000 326
   Fortis Capital Advisors LLC 75 - 2024-03-31 5,977 $559,000 326
   HRT FINANCIAL LLC 1198 *New 2023-12-31 5,443 $550,000 5,443
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3682 - 2024-03-31 4,341 $406,000 -4,504
   ROYAL BANK OF CANADA 3898 - 2023-12-31 3,719 $376,000 -2,225
   Mutual Advisors LLC 814 - 2024-03-31 3,651 $341,000 0
   Valeo Financial Advisors LLC 569 - 2024-03-31 2,550 $235,000 0
   Laffer Tengler Investments 105 - 2023-12-31 2,244 $227,000 -25
   COMMONWEALTH EQUITY SERVICES LLC. 3485 - 2024-03-31 2,404 $225,000 150
   Linden Thomas Advisory Services LLC 420 *New 2024-03-31 2,355 $220,000 2,355
   SG AMERICAS SECURITIES LLC 1698 - 2024-03-31 2,077 $194,000 0
   SMITHFIELD TRUST CO 427 - 2024-03-31 1,200 $113,000 0
   Heritage Wealth Advisors 255 - 2024-03-31 1,125 $105,000 0
   IFP Advisors Inc 1316 - 2023-12-31 800 $81,000 0
   Steward Partners Investment Advisory LLC 1813 - 2023-12-31 720 $73,000 -998
   U S GLOBAL INVESTORS INC 139 - 2024-03-31 400 $37,000 400
   ANCORA ADVISORS, LLC 1027 - 2023-12-31 283 $29,000 250
   AdvisorNet Financial Inc 994 - 2024-03-31 282 $26,000 3
   TOWER RESEARCH CAPITAL LLC 3620 - 2023-12-31 203 $21,000 202
   CITIGROUP INC 4116 *New 2024-03-31 200 $19,000 200
   Capital Analysts Inc. 825 *New 2023-12-31 162 $16,000 162
   Hilltop National Bank 592 - 2024-03-31 150 $14,000 0
   WASHINGTON TRUST CO 615 - 2024-03-31 150 $14,000 0
   Atlantic Trust Group LLC 2164 *New 2024-03-31 150 $14,000 150
   Spire Wealth Management 1692 - 2024-03-31 119 $11,000 -180
   PARKSIDE FINANCIAL BANK & TRUST 1170 - 2024-03-31 104 $10,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1485 - 2023-12-31 100 $10,000 0
   Larson Financial Group LLC 1075 - 2024-03-31 98 $9,000 0
   Global Retirement Partners LLC 2167 - 2024-03-31 100 $9,000 0
   VALLEY NATIONAL ADVISERS INC 700 *New 2024-03-31 93 $8,000 93
   FIFTH THIRD BANCORP 1956 - 2024-03-31 75 $7,000 0
   Tradition Wealth Management LLC 1043 - 2023-12-31 65 $7,000 35
   SJS Investment Consulting Inc. 410 - 2024-03-31 75 $7,000 0
   Newbridge Financial Services Group Inc. 871 - 2024-03-31 60 $6,000 60
   Main Street Group LTD 560 - 2023-12-31 50 $5,000 0
   Nelson Van Denburg & Campbell Wealth Management Gr 2123 - 2024-03-31 39 $4,000 0
   JNBA FINANCIAL ADVISORS 577 - 2024-03-31 35 $3,000 0
   Qube Research & Technologies Ltd 3369 - 2023-12-31 28 $3,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2933 *New 2023-12-31 24 $2,000 24
   Signature Resources Capital Management LLC 323 - 2024-03-31 15 $2,000 0
   FMR LLC 4492 *New 2023-12-31 15 $2,000 15
   Spectrum Wealth Counsel LLC 345 - 2024-03-31 10 $1,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 324 - 2024-03-31 12 $1,000 0
   SANDY SPRING BANK 1142 - 2024-03-31 14 $1,000 0
   PROEQUITIES INC. 2302 - 2024-03-31 0 $0 0
   WMS PARTNERS, LLC 253 *Closed 2023-12-31 0 $0 -1,955
   ADVISORY SERVICES NETWORK, LLC 2197 *Closed 2024-03-31 0 $0 -706
   EQIS CAPITAL MANAGEMENT, INC. 766 *Closed 2023-12-31 0 $0 -1,871
   Goss Wealth Management LLC 3649 *Closed 2023-12-31 0 $0 -20
   Financial Gravity Wealth Inc. 927 - 2023-12-31 0 $0 0
   Legend Financial Advisors Inc. 190 *Closed 2024-03-31 0 $0 -6
   Sound Income Strategies LLC 1370 *Closed 2024-03-31 0 $0 -30
   GRADIENT INVESTMENTS LLC 1824 *Closed 2024-03-31 0 $0 -22
   Ten Capital Wealth Advisors LLC 451 *Closed 2023-06-30 0 $0 -1,035
   STIFEL FINANCIAL CORP 3373 *Closed 2023-12-31 0 $0 -2,291
   WESCAP Management Group Inc. 92 *Closed 2023-12-31 0 $0 -1,816
   GAMBLE JONES MORPHY & BENT 217 *Closed 2022-12-31 0 $0 -1,110
   COCONUT GROVE BANK 586 *Closed 2024-03-31 0 $0 -14
   CITADEL ADVISORS LLC 6620 *Closed 2023-12-31 0 $0 -4,571
   Stratos Wealth Partners LTD. 1422 *Closed 2024-03-31 0 $0 -2,635
   Walleye Trading Advisors LLC 2614 *Closed 2023-12-31 0 $0 -2,251
   FNY Investment Advisers LLC 828 *Closed 2024-03-31 0 $0 -850
   NATIONAL BANK OF CANADA /FI/ 2651 *Closed 2023-12-31 0 $0 -15
  78 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