Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - March (PMAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 123    0
Total shares held : 
 7,765,990  
% of shares held : 
 17.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -50  
Amount of shares held : 
 -966,769  
% of shares held change : 
   -2.17%  
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 :
8
 144,476
 1.86%
 
Increased Positions :
11
 558,976
 7.2%
 
Unchanged Positions :
43
 615,757
 7.93%
 
Decreased Positions :
61
-1,555,952
-20.04%
 
Closed Positions :
8
-114,269
-1.47%
 
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
   ALLIANCEBERNSTEIN L.P. 533 - 2023-12-31 1,694,394 $60,354,000 -785,919
   Brookstone Capital Management 34 - 2024-03-31 945,269 $34,795,000 900,285
   Penserra Capital Management LLC 42 - 2023-12-31 843,033 $30,028,000 173,935
   Southland Equity Partners LLC 1 - 2024-03-31 776,869 $28,597,000 16,240
   J P MORGAN CHASE & CO 1879 - 2023-12-31 350,000 $12,467,000 345,151
   Advisor Group Holdings Inc. 857 - 2023-12-31 251,761 $8,968,000 -87,839
   COMMONWEALTH EQUITY SERVICES LLC. 791 - 2023-12-31 245,050 $8,729,000 -35,184
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 963 - 2024-03-31 187,486 $6,901,000 51,963
   WEALTHSOURCE PARTNERS LLC 48 - 2023-12-31 144,261 $5,139,000 -1,290
   FINANCIAL NETWORK 595 - 2023-12-31 134,693 $4,798,000 -22,895
   Kestra Advisory Services LLC 488 - 2023-12-31 127,140 $4,529,000 18,874
   BKD WEALTH ADVISORS LLC 96 - 2024-03-31 119,426 $4,396,000 5,464
   LINCOLN NATIONAL CORP 156 - 2023-12-31 120,853 $4,305,000 -8,294
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 835 - 2024-03-31 115,455 $4,250,000 49,834
   First Capital Advisors Group LLC. 10 - 2023-06-30 124,792 $4,214,000 5,083
   KFG WEALTH MANAGEMENT LLC 16 - 2024-03-31 107,887 $3,971,000 50,830
   InterOcean Capital Group LLC 114 - 2023-12-31 101,767 $3,625,000 -22,078
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 758 - 2024-03-31 95,653 $3,521,000 54,731
   Outlook Wealth Advisors LLC 22 *New 2024-03-31 90,543 $3,333,000 90,543
   CoreCap Advisors LLC 96 - 2023-12-31 90,122 $3,210,000 1,564
   MCCORMACK ADVISORS INTERNATIONAL 234 - 2023-12-31 87,763 $3,126,000 -5,298
   Pensionmark Financial Group LLC 56 *New 2023-12-31 94,424 $3,098,000 94,424
   Wealth Alliance 40 - 2023-12-31 85,783 $3,056,000 -30
   BCS Wealth Management 24 - 2024-03-31 81,254 $2,991,000 11,801
   HIGHTOWER ADVISORS, LLC 1202 - 2023-12-31 83,698 $2,984,000 -1,498
   TOWNSQUARE CAPITAL LLC 338 - 2023-12-31 82,402 $2,935,000 -12,473
   WPWealth LLP 15 - 2023-12-31 80,218 $2,857,000 0
   GILL CAPITAL PARTNERS LLC 27 - 2023-12-31 79,606 $2,836,000 -5,436
   Beacon Pointe Advisors LLC 409 - 2023-12-31 75,284 $2,682,000 -24,957
   CITY HOLDING CO 77 - 2024-03-31 68,303 $2,514,000 -592
   ATTICUS WEALTH MANAGEMENT LLC 22 - 2024-03-31 67,205 $2,474,000 2,305
   AE Wealth Management LLC 846 - 2023-12-31 64,144 $2,307,000 -27,698
   Keystone Wealth Services LLC 32 - 2024-03-31 61,957 $2,281,000 -1,065
   Strategic Wealth Partners Group LLC 38 - 2023-12-31 62,276 $2,218,000 -1,904
   ENVESTNET ASSET MANAGEMENT INC 2433 - 2023-12-31 58,654 $2,089,000 -35,515
   RAYMOND JAMES & ASSOCIATES 2125 - 2024-03-31 56,497 $2,080,000 30,182
   JANNEY MONTGOMERY SCOTT LLC 1084 - 2023-12-31 57,670 $2,054,000 -4,823
   Cypress Wealth Services LLC 52 - 2024-03-31 53,598 $1,973,000 37,285
   VALMARK ADVISERS INC 165 - 2023-12-31 54,759 $1,951,000 0
   BB&T CORP 1280 - 2023-12-31 50,787 $1,809,000 -4,828
   MULTIFINANCIAL SECURITIES CORP 540 - 2023-12-31 50,546 $1,800,000 -1,446
   RFG Advisory Group LLC 249 - 2024-03-31 47,200 $1,737,000 35,574
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 51 - 2024-03-31 44,160 $1,626,000 -480
   Goss Wealth Management LLC 730 - 2023-12-31 44,938 $1,607,000 -105,393
   Main Street Financial Solutions LLC 124 - 2024-03-31 42,555 $1,566,000 -730
   Cornerstone Wealth Group LLC 109 *New 2024-03-31 39,125 $1,440,000 39,125
   Bellwether Advisors LLC 56 - 2023-12-31 38,506 $1,372,000 -12,498
   Pinnacle Wealth Management Group Inc. 28 - 2024-03-31 35,710 $1,314,000 26,110
   Stratos Wealth Advisors LLC 280 - 2024-03-31 35,476 $1,306,000 14,695
   Stuart Chaussee & Associates Inc. 13 - 2023-12-31 34,172 $1,217,000 0
   WorthPointe LLC 21 - 2023-12-31 32,435 $1,155,000 0
   Sutton Wealth Advisors Inc. 39 - 2023-09-30 29,975 $1,004,000 0
   Patriot Financial Group Insurance Agency LLC 131 - 2023-12-31 27,761 $989,000 -100
   Spire Wealth Management 381 - 2024-03-31 26,621 $980,000 6,273
   BENJAMIN F. EDWARDS & COMPANY INC. 501 - 2023-12-31 26,602 $948,000 -294
   Lineweaver Wealth Advisors LLC 78 - 2023-12-31 25,876 $922,000 -443
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 292 - 2024-03-31 22,893 $843,000 9,394
   CRA Financial Services LLC 92 *New 2024-03-31 22,267 $820,000 22,267
   Sequoia Financial Advisors LLC - 2023-12-31 22,782 $811,000 -1,429
   BROWN WEALTH MANAGEMENT LLC 42 - 2023-12-31 22,476 $801,000 -11,832
   Alera Investment Advisors LLC - 2023-12-31 20,910 $745,000 0
   RETIREMENT PLANNING GROUP 118 *New 2024-03-31 19,774 $728,000 19,774
   MBL Wealth LLC 103 *New 2024-03-31 19,596 $721,000 19,596
   OLD MISSION CAPITAL LLC 518 - 2023-12-31 19,771 $704,000 -54,186
   Advisory Alpha LLC - 2023-12-31 19,465 $693,000 -45
   Strategic Blueprint LLC 321 - 2024-03-31 18,380 $677,000 -853
   BLAIR WILLIAM & CO/IL 983 - 2023-12-31 18,976 $676,000 -785
   Vishria Bird Financial Group LLC 37 - 2024-03-31 17,501 $644,000 1,383
   LPL FINANCIAL CORP 3433 - 2023-12-31 17,485 $623,000 10,137
   SIGNATUREFD, LLC 406 - 2023-12-31 17,277 $615,000 0
   H D Vest Advisory Services 900 - 2023-12-31 17,173 $612,000 -41,371
   MML INVESTORS SERVICES LLC 1649 - 2023-12-31 16,830 $599,000 2,026
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 112 - 2023-12-31 16,103 $574,000 -5,684
   Maltin Wealth Management Inc. 74 *New 2024-03-31 14,659 $540,000 14,659
   PFG Investments LLC 504 *New 2024-03-31 14,331 $528,000 14,331
   Orion Capital Management LLC 63 - 2023-12-31 14,704 $524,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3729 - 2023-12-31 14,460 $515,000 -20,932
   Lakeridge Wealth Management LLC 57 - 2023-12-31 14,296 $509,000 0
   Visionary Wealth Advisors 308 - 2023-12-31 14,278 $509,000 0
   Benchmark Investment Advisors LLC 197 *New 2023-12-31 13,624 $485,000 13,624
   BCJ Capital Management LLC 190 - 2023-12-31 13,624 $485,000 -300
   SRS Capital Advisors Inc. 162 - 2023-12-31 13,071 $466,000 0
   JANE STREET GROUP LLC 4004 *New 2023-12-31 12,988 $463,000 12,988
   Chicago Partners Investment Group LLC 480 - 2024-03-31 12,132 $440,000 2,530
   LAKE STREET FINANCIAL LLC 230 - 2024-03-31 11,860 $437,000 -2,920
   Smith Anglin Financial LLC 118 - 2024-03-31 11,641 $428,000 846
   M HOLDINGS SECURITIES, INC. 160 - 2023-12-31 11,692 $416,000 -116
   Capital Analysts Inc. 341 - 2023-12-31 11,238 $400,000 0
   Fragasso Group Inc. 183 - 2024-03-31 10,843 $399,000 0
   Sugarloaf Wealth Management LLC 102 - 2024-03-31 10,688 $393,000 4,393
   AdvisorNet Financial Inc 337 - 2024-03-31 10,682 $393,000 4,142
   Focus Financial Network Inc. 432 - 2024-03-31 10,750 $387,000 0
   Cetera Investment Advisers 1634 - 2023-12-31 10,739 $383,000 -585
   HARBOUR INVESTMENTS INC. 625 - 2023-12-31 10,765 $383,000 0
   Pillar Wealth Advisors LLC 54 - 2023-12-31 10,745 $383,000 0
   FINANCIAL ARCHITECTS INC 235 - 2023-06-30 11,128 $376,000 0
   Weaver Consulting Group 132 - 2024-03-31 10,086 $371,000 4,304
   Sigma Planning Corp 559 - 2023-12-31 10,337 $368,000 -5,430
   DHJJ Financial Advisors Ltd. 98 - 2024-03-31 9,818 $361,000 -9,805
   Diligent Investors LLC 214 - 2023-12-31 10,115 $360,000 0
  100 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