Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Infracap Reit Preferred Etf (PFFR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    3
Total shares held : 
 755,381  
% of shares held : 
 7.95%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 238,110  
% of shares held change : 
   2.51%  
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 :
4
 107,343
 14.21%
 
Increased Positions :
7
 162,532
 21.52%
 
Unchanged Positions :
4
 13,701
 1.81%
 
Decreased Positions :
5
-21,265
-2.82%
 
Closed Positions :
1
-10,500
-1.39%
 
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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 751 *New 2024-03-31 598,700 $11,190,000 598,700
   LPL FINANCIAL CORP 2051 - 2023-12-31 163,126 $3,042,000 6,367
   Inspire Advisors LLC 17 - 2023-12-31 157,183 $2,931,000 145,976
   UBS Group AG 2761 - 2023-12-31 115,216 $2,149,000 -7,159
   Pasadena Private Wealth LLC 36 - 2024-03-31 78,649 $1,470,000 -12,152
   ROYAL BANK OF CANADA 2959 - 2023-12-31 64,011 $1,194,000 -6,701
   Advisor Group Holdings Inc. 2951 - 2023-12-31 33,450 $624,000 -6,058
   FirstPurpose Wealth LLC 80 - 2024-03-31 33,985 $622,000 -5,674
   Eudaimonia Partners LLC 151 - 2024-03-31 26,371 $493,000 -6,182
   COMMONWEALTH EQUITY SERVICES LLC. 3055 - 2023-12-31 17,033 $318,000 3,743
   ENVESTNET ASSET MANAGEMENT INC 3576 - 2023-12-31 16,739 $312,000 4,869
   EUDAIMONIA ADVISORS LLC 129 - 2024-03-31 16,132 $302,000 -10,740
   CITADEL ADVISORS LLC 4144 *New 2023-12-31 15,065 $281,000 15,065
   COMERICA BANK 2178 - 2023-12-31 13,000 $242,000 0
   TUCKER ASSET MANAGEMENT LLC 169 - 2023-12-31 4,654 $87,000 -56
   MORGAN STANLEY 5958 - 2023-12-31 2,653 $49,000 1
   ADVISORY SERVICES NETWORK, LLC 2302 *New 2023-12-31 1,476 $28,000 1,476
   NBC SECURITIES INC. 1509 - 2024-03-31 864 $16,000 17
   NATIONAL BANK OF CANADA /FI/ 1926 - 2023-12-31 700 $13,000 0
   WELLS FARGO & CO/MN 5855 - 2023-12-31 1 $0 0
   PROEQUITIES INC. 6732 - 2023-12-31 0 $0 0
   IFP Advisors Inc 3308 *Closed 2023-12-31 0 $0 -10,500
   FMR LLC 5559 *New 2023-12-31 1 $0 1
  23 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