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Get Institutions for : 
Global X Us Infrastructure Development Etf (PAVE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 456    13
Total shares held : 
102,074,272  
% of shares held : 
76.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  27  
Amount of shares held : 
-969,700  
% of shares held change : 
  -0.73%  
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 :
47
 1,772,801
 1.74%
 
Increased Positions :
165
 6,988,897
 6.85%
 
Unchanged Positions :
93
 9,090,788
 8.91%
 
Decreased Positions :
151
-6,924,199
-6.78%
 
Closed Positions :
34
-2,807,199
-2.75%
 
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  
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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/ 266 - 2023-12-31 18,994,006 $654,533,000 404,138
   BANK OF MONTREAL /CAN/ 75 - 2023-12-31 15,680,584 $543,175,000 1,657,486
   Harel Insurance Investments & Financial Services L - 2024-03-31 6,833,801 $272,054,000 0
   MORGAN STANLEY 660 - 2023-12-31 7,476,550 $257,642,000 443,469
   LPL FINANCIAL CORP 166 - 2023-12-31 5,430,049 $187,119,000 -743,820
   PRINCIPAL FINANCIAL GROUP INC *New 2024-03-31 2,590,000 $103,108,000 2,590,000
   MEITAV DASH INVESTMENTS LTD 14 - 2024-03-31 2,454,227 $97,721,000 350,000
   Congress Wealth Management LLC / DE / 8 - 2024-03-31 2,408,055 $95,865,000 -548,267
   Atlantic Trust Group LLC 121 - 2023-12-31 2,679,566 $92,338,000 362,821
   WELLS FARGO & CO/MN 547 - 2023-12-31 2,104,458 $72,520,000 208,079
   GenTrust LLC 7 - 2024-03-31 1,376,700 $54,806,000 138,238
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 254 - 2024-03-31 1,252,698 $49,870,000 17,630
   UBS Group AG 666 - 2023-12-31 1,440,819 $49,651,000 153,508
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 178 - 2023-12-31 1,375,289 $47,393,000 271,303
   COMMONWEALTH EQUITY SERVICES LLC. 255 - 2024-03-31 1,082,011 $43,075,000 40,116
   ROYAL BANK OF CANADA 800 - 2023-12-31 1,109,760 $38,242,000 42,152
   MARINER WEALTH ADVISORS, LLC 207 - 2023-12-31 1,109,458 $38,232,000 -38,735
   ENVESTNET ASSET MANAGEMENT INC 752 - 2023-12-31 1,034,614 $35,653,000 61,480
   Evolution Wealth Advisors LLC 3 - 2024-03-31 781,156 $31,098,000 1,331
   FIRST INTERSTATE BANK *New 2024-03-31 651,479 $25,935,000 651,479
   YCMNET ADVISORS INC 39 - 2023-12-31 720,262 $24,820,000 -6,690
   Bensler LLC - 2024-03-31 606,393 $24,141,000 239,601
   Advisor Group Holdings Inc. 433 - 2023-12-31 673,209 $23,169,000 -367,174
   RAYMOND JAMES & ASSOCIATES 760 - 2024-03-31 521,070 $20,744,000 23,936
   AMERIPRISE FINANCIAL INC 1248 - 2023-12-31 595,792 $20,539,000 74,647
   Mivtachim The Workers Social Insurance Fund Ltd. ( - 2024-03-31 509,000 $20,263,000 509,000
   HIGHTOWER ADVISORS, LLC 471 - 2023-12-31 570,079 $19,634,000 149,256
   Kranot Hishtalmut Le Morim Ve Gananot Havera Menah 20 - 2024-03-31 478,564 $19,057,000 0
   Stratos Wealth Partners LTD. 59 - 2024-03-31 475,240 $18,919,000 19,518
   Riggs Asset Managment Co. Inc. - 2024-03-31 445,815 $17,748,000 589
   SCHRODER INVESTMENT MANAGEMENT GROUP 493 - 2023-12-31 509,278 $17,550,000 16,705
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 443 - 2024-03-31 430,183 $17,126,000 294,183
   THRIVENT FINANCIAL FOR LUTHERANS 464 - 2023-12-31 477,042 $16,439,000 71,107
   J P MORGAN CHASE & CO 1716 - 2023-12-31 462,544 $15,939,000 -4,070,113
   BANK HAPOALIM BM 11 - 2024-03-31 397,822 $15,834,000 -7,192
   MML INVESTORS SERVICES LLC 272 - 2023-12-31 455,758 $15,705,000 12,494
   Cooper Financial Group 10 - 2024-03-31 381,711 $15,196,000 39,678
   GREAT VALLEY ADVISOR GROUP INC. 51 - 2023-12-31 432,847 $14,916,000 7,408
   BLAIR WILLIAM & CO/IL 256 - 2023-12-31 426,514 $14,698,000 1,805
   Beaumont Financial Advisors LLC 27 - 2023-12-31 398,151 $13,720,000 -15,796
   CWM LLC 244 - 2024-03-31 342,369 $13,630,000 -88,340
   Bulltick Wealth Management LLC 5 - 2023-12-31 390,891 $13,531,000 -13,075
   McMahon Financial Advisors LLC 9 - 2024-03-31 337,809 $13,448,000 -7,876
   Vishria Bird Financial Group LLC 7 - 2024-03-31 314,632 $12,526,000 -1,148
   FINANCIAL NETWORK 300 - 2023-12-31 356,534 $12,286,000 43,302
   EVERGREEN CAPITAL MANAGEMENT LLC 50 *New 2023-12-31 353,751 $12,245,000 353,751
   OGOREK ANTHONY JOSEPH /NY/ /ADV 7 - 2024-03-31 298,217 $11,872,000 55,756
   Private Advisor Group LLC - 2024-03-31 294,996 $11,743,000 -56,194
   NATIONAL BANK OF CANADA /FI/ 454 - 2023-12-31 333,965 $11,386,000 -2,948
   Kestra Advisory Services LLC 254 - 2023-12-31 322,626 $11,118,000 245,313
   PRUDENTIAL CORP PLC 109 - 2023-12-31 310,060 $10,685,000 -13,600
   JMAC ENTERPRISES LLC - 2024-03-31 265,076 $10,553,000 34,353
   360 Financial Inc. 8 - 2023-12-31 301,267 $10,382,000 -15,835
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 448 - 2024-03-31 259,080 $10,314,000 28,164
   Sharkey Howes & Javer 15 - 2024-03-31 243,968 $9,712,000 -18,884
   SEI INVESTMENTS CO 908 - 2023-12-31 274,000 $9,442,000 0
   Financial Advocates Investment Management - 2024-03-31 240,146 $9,238,000 38,764
   Ameraudi Asset Management Inc. 11 - 2023-12-31 263,631 $9,085,000 -9,185
   STIFEL FINANCIAL CORP 831 - 2023-12-31 250,500 $8,632,000 21,496
   Royal Harbor Partners LLC - 2024-03-31 201,130 $8,007,000 -215
   MCCORMACK ADVISORS INTERNATIONAL 154 - 2023-12-31 227,100 $7,826,000 -22,701
   Clarus Group Inc. 4 - 2024-03-31 193,857 $7,717,000 -4,980
   Rockefeller Capital Management L.P. 534 - 2023-12-31 221,263 $7,625,000 17,557
   Equitable Holdings Inc. 172 - 2023-12-31 220,318 $7,592,000 17,785
   Cetera Investment Advisers 309 - 2023-12-31 217,056 $7,480,000 91,093
   MULTIFINANCIAL SECURITIES CORP 196 - 2023-12-31 213,726 $7,365,000 -2,233
   CIBC WORLD MARKETS INC. 273 - 2023-12-31 212,503 $7,323,000 19,862
   New England Private Wealth Advisors LLC 24 - 2023-12-31 210,977 $7,270,000 0
   Kranot Hishtalmut Le Morim Tichoniim Havera Menahe 17 - 2024-03-31 170,896 $6,805,000 0
   AE Wealth Management LLC 504 - 2023-12-31 193,632 $6,622,000 111,356
   PECAUT & CO. 11 - 2023-12-31 186,186 $6,416,000 4,652
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 9 - 2024-03-31 160,706 $6,398,000 12,519
   HPM Partners LLC - 2023-12-31 169,039 $5,826,000 -54,020
   Chicago Wealth Management Inc. 13 - 2023-12-31 165,140 $5,691,000 9,477
   Ameritas Advisory Services LLC 71 - 2023-12-31 162,831 $5,637,000 60,182
   HBW Advisory Services LLC 14 - 2024-03-31 162,325 $5,594,000 0
   IHT Wealth Management LLC 89 - 2023-12-31 160,839 $5,543,000 -16,646
   Frisch Financial Group Inc. 16 - 2023-12-31 153,741 $5,298,000 -1,283
   TPG Financial Advisors LLC 16 - 2023-12-31 156,410 $5,277,000 5,744
   Gerber Kawasaki Wealth & Investment Management 61 - 2023-12-31 148,730 $5,125,000 4,426
   Systelligence LLC 34 - 2024-03-31 124,189 $4,944,000 -13,833
   CX Institutional 107 - 2024-03-31 118,264 $4,708,000 -1,483
   CLARK CAPITAL MANAGEMENT GROUP INC 177 *New 2023-12-31 134,144 $4,623,000 134,144
   MONTAG A & ASSOCIATES INC 88 - 2023-12-31 129,071 $4,468,000 -15,090
   CENTAURUS FINANCIAL INC. 70 - 2023-12-31 127,873 $4,407,000 109,004
   Ratio Wealth Group 29 *New 2023-12-31 126,951 $4,375,000 126,951
   NTV ASSET MANAGEMENT LLC 37 - 2023-12-31 126,087 $4,345,000 6,495
   Aspire Capital Advisors LLC 15 *New 2023-12-31 123,784 $4,266,000 123,784
   HANSON MCCLAIN, INC. 213 - 2024-03-31 106,655 $4,246,000 -26,510
   Trinity Wealth Management LLC 15 *New 2024-03-31 106,404 $4,236,000 106,404
   Steward Partners Investment Advisory LLC 319 - 2023-12-31 121,500 $4,187,000 18,500
   New Millennium Group LLC 7 *New 2023-12-31 115,785 $3,990,000 115,785
   MGO Private Wealth LLC 13 - 2024-03-31 96,141 $3,827,000 8,479
   Snowden Capital Advisors LLC 190 - 2023-12-31 111,010 $3,825,000 -4,089
   Synergy Financial Management LLC 43 *New 2024-03-31 91,856 $3,657,000 91,856
   Austin Wealth Management LLC 30 - 2023-12-31 98,464 $3,584,000 -2,358
   PRUDENTIAL FINANCIAL INC 1123 - 2023-12-31 99,587 $3,432,000 15,474
   PEDDOCK CAPITAL ADVISORS LLC - 2024-03-31 84,652 $3,370,000 1,683
   TRANSAMERICA FINANCIAL ADVISORS, INC. 36 - 2023-12-31 96,705 $3,333,000 28,831
   Eagle Strategies LLC 33 *New 2024-03-31 83,651 $3,330,000 83,651

  100 Records found
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