Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 187    14
Total shares held : 
 13,406,867  
% of shares held : 
 10.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -25  
Amount of shares held : 
 -700,764  
% of shares held change : 
   -0.55%  
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
 68,295
 0.51%
 
Increased Positions :
66
 547,625
 4.08%
 
Unchanged Positions :
36
 227,013
 1.69%
 
Decreased Positions :
77
-687,573
-5.13%
 
Closed Positions :
22
-629,111
-4.69%
 
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
   Pensionmark Financial Group LLC 53 *New 2023-12-31 43,732 $3,217,000 43,732
   Clear Creek Financial Management LLC 95 *New 2024-03-31 21,337 $1,676,000 21,337
   Scissortail Wealth Management LLC 103 *New 2023-12-31 6,274 $458,000 6,274
   DAVENPORT & CO LLC 886 *New 2024-03-31 4,409 $346,000 4,409
   Imprint Wealth LLC 228 *New 2024-03-31 3,799 $296,000 3,799
   Apollon Wealth Management LLC 880 *New 2024-03-31 3,625 $285,000 3,625
   CUTTER & CO BROKERAGE INC 169 *New 2024-03-31 2,900 $228,000 2,900
   WARREN AVERETT ASSET MANAGEMENT, LLC 408 *New 2023-12-31 2,958 $218,000 2,958
   PALISADE ASSET MANAGEMENT, LLC 192 *New 2024-03-31 2,700 $212,000 2,700
   SlateStone Wealth LLC 264 *New 2024-03-31 2,678 $210,000 2,678
   LAKE STREET FINANCIAL LLC 299 *New 2024-03-31 2,642 $208,000 2,642
   SkyOak Wealt LLC 229 *New 2024-03-31 2,579 $203,000 2,579
   BROWN BROTHERS HARRIMAN & CO 741 *New 2024-03-31 744 $58,000 744
   CULLEN FROST BANKERS INC 686 *New 2024-03-31 520 $41,000 520
   Farther Finance Advisors LLC 1152 *New 2023-12-31 472 $35,000 472
   Russell Investments Group Ltd. 2635 *New 2024-03-31 388 $30,000 388
   BFSG LLC 419 *New 2024-03-31 351 $28,000 351
   HAZLETT BURT & WATSON INC. 442 *New 2024-03-31 234 $19,000 234
   Semmax Financial Advisors Inc. 232 *New 2023-12-31 96 $7,000 96
  19 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