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
   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
   InterOcean Capital Group LLC 114 - 2023-12-31 101,767 $3,625,000 -22,078
   TOWNSQUARE CAPITAL LLC 338 - 2023-12-31 82,402 $2,935,000 -12,473
   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
   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
   ENVESTNET ASSET MANAGEMENT INC 2433 - 2023-12-31 58,654 $2,089,000 -35,515
   GILL CAPITAL PARTNERS LLC 31 - 2024-03-31 56,786 $2,054,000 -22,820
   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
   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
   Lineweaver Wealth Advisors LLC 87 - 2024-03-31 22,711 $836,000 -3,165
   BROWN WEALTH MANAGEMENT LLC 42 - 2023-12-31 22,476 $801,000 -11,832
   Sequoia Financial Advisors LLC 553 - 2024-03-31 20,724 $763,000 -2,058
   OLD MISSION CAPITAL LLC 518 - 2023-12-31 19,771 $704,000 -54,186
   Strategic Blueprint LLC 321 - 2024-03-31 18,380 $677,000 -853
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 112 - 2023-12-31 16,103 $574,000 -5,684
   BENJAMIN F. EDWARDS & COMPANY INC. 628 - 2024-03-31 15,411 $567,000 -11,191
   BCJ Capital Management LLC 190 - 2023-12-31 13,624 $485,000 -300
   LAKE STREET FINANCIAL LLC 230 - 2024-03-31 11,860 $437,000 -2,920
   M HOLDINGS SECURITIES, INC. 160 - 2023-12-31 11,692 $416,000 -116
   Cetera Investment Advisers 1634 - 2023-12-31 10,739 $383,000 -585
   DHJJ Financial Advisors Ltd. 98 - 2024-03-31 9,818 $361,000 -9,805
   Bedel Financial Consulting Inc. 180 - 2024-03-31 9,074 $334,000 -512
   CAPTRUST FINANCIAL ADVISORS 2144 - 2023-12-31 7,892 $281,000 -119,579
   SILVER OAK SECURITIES Inc 316 - 2024-03-31 7,185 $264,000 -431
   NATIONAL ASSET MANAGEMENT, INC. 1139 - 2023-12-31 6,942 $247,000 -1,945
   Epic Trust Investment Advisors LLC 98 - 2024-03-31 6,352 $234,000 -2,731
   Crown Wealth Group LLC 92 - 2024-03-31 6,292 $232,000 -1,308
   IFP Advisors Inc 866 - 2023-12-31 6,444 $230,000 -728
   BECK CAPITAL MANAGEMENT LLC 105 - 2023-12-31 6,109 $218,000 -200
   ROYAL BANK OF CANADA 5239 - 2023-12-31 1,593 $57,000 -1,236
   UBS Group AG 5237 - 2023-12-31 1,465 $52,000 -615
   PRINCIPAL SECURITIES INC. 1965 - 2024-03-31 584 $21,000 -1,531
   PFS Partners LLC 217 - 2024-03-31 444 $16,000 -121
  40 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