Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Pimco Preferred And Capital Securities Active Etf (PRFD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    3
Total shares held : 
 1,306,499  
% of shares held : 
 14.52%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   4  
Amount of shares held : 
 -421,547  
% of shares held change : 
   -4.68%  
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
 90,135
 6.9%
 
Increased Positions :
5
 427,590
 32.73%
 
Unchanged Positions :
1
 151
 0.01%
 
Decreased Positions :
4
-939,153
-71.88%
 
Closed Positions :
1
-119
-0.01%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   GRADIENT INVESTMENTS LLC 35 - 2024-03-31 680,280 $33,759,000 4,686
   JANE STREET GROUP LLC 709 - 2023-12-31 297,008 $14,363,000 283,303
   ALLIANZ ASSET MANAGEMENT AG 749 - 2023-12-31 106,426 $5,147,000 106,400
   LPL FINANCIAL CORP 2007 *New 2023-12-31 66,649 $3,223,000 66,649
   ROYAL BANK OF CANADA 2499 - 2023-12-31 44,996 $2,176,000 30,246
   MAGNOLIA CAPITAL ADVISORS LLC 19 - 2023-12-31 39,110 $1,915,000 -2,279
   SMITH MOORE & CO. 129 - 2023-12-31 26,254 $1,270,000 7,488
   HIGHTOWER ADVISORS, LLC 1723 - 2023-12-31 23,993 $1,162,000 -150
   BANK OF MONTREAL /CAN/ 1571 *New 2023-12-31 23,400 $1,138,000 23,400
   Advisor Group Holdings Inc. 4246 - 2023-12-31 2,559 $124,000 153
   Financial Synergies Wealth Advisors Inc. 94 *New 2024-03-31 2,393 $119,000 2,393
   UBS Group AG 5968 - 2023-12-31 273 $13,000 -539
   MORGAN STANLEY 6518 - 2023-12-31 151 $7,000 0
   Dunhill Financial LLC 508 *New 2023-12-31 86 $1,000 86
   PROEQUITIES INC. 5034 *New 2023-12-31 0 $0 0
   SYM FINANCIAL CORPORATION 204 *Closed 2023-12-31 0 $0 -119
  16 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