Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Oppenheimer Small Cap Rev ETF (RWJ)  
$61.65 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 162    7
Total shares held : 
 20,259,907  
% of shares held : 
 57.89%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   30  
Amount of shares held : 
 514,745  
% of shares held change : 
   1.47%  
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 :
16
 83,749
 0.41%
 
Increased Positions :
70
 1,410,028
 6.96%
 
Unchanged Positions :
29
 302,543
 1.49%
 
Decreased Positions :
47
-797,822
-3.94%
 
Closed Positions :
9
-181,210
-0.89%
 
Guru Positions :
1
5,888
 0.03%
 
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
   Advisor Group Holdings Inc. 263 - 2023-12-31 942,146 $39,035,000 -28,421
   COMMONWEALTH EQUITY SERVICES LLC. 309 - 2024-03-31 841,467 $36,023,000 -346,508
   WFA Asset Management Corp 5 - 2024-03-31 315,667 $13,514,000 -16,772
   ANCORA ADVISORS, LLC 62 - 2023-12-31 310,440 $12,862,000 -69
   STIFEL FINANCIAL CORP 684 - 2023-12-31 306,358 $12,693,000 -41,451
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 372 - 2023-12-31 274,126 $11,357,000 -23,914
   RAYMOND JAMES & ASSOCIATES 1134 - 2024-03-31 243,011 $10,403,000 -4,999
   MARINER WEALTH ADVISORS, LLC 492 - 2023-12-31 224,483 $9,300,000 -788
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 604 - 2024-03-31 156,025 $6,679,000 -15,351
   Connectus Wealth LLC 149 - 2023-12-31 148,504 $6,153,000 -59,397
   Onyx Bridge Wealth Group LLC - 2024-03-31 77,923 $3,150,000 -183,796
   Fermata Advisors LLC 40 - 2024-03-31 70,102 $3,001,000 -16,297
   Gladstone Institutional Advisory LLC 160 - 2023-12-31 69,713 $2,888,000 -13,319
   IFP Advisors Inc 165 - 2023-12-31 66,088 $2,738,000 -5,417
   HARBOUR INVESTMENTS INC. 177 - 2023-12-31 64,720 $2,681,000 -29,203
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1698 - 2023-12-31 58,287 $2,415,000 -2,344
   JAMES INVESTMENT RESEARCH INC 95 - 2024-03-31 55,132 $2,360,000 -1,646
   IFG Advisory LLC 153 - 2023-12-31 56,799 $2,353,000 -2,282
   Connectus Wealth LLC 243 - 2023-12-31 56,304 $2,333,000 -151,597
   ROYAL BANK OF CANADA 2530 - 2023-12-31 50,882 $2,108,000 -4,115
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 936 - 2024-03-31 46,738 $2,001,000 -279
   PFG FINANCIAL ADVISORS 64 - 2024-03-31 44,132 $1,889,000 -48,222
   Financial Advocates Investment Management - 2024-03-31 40,951 $1,753,000 -416
   PACIFIC SUN FINANCIAL CORP - 2024-03-31 38,694 $1,656,000 -1,360
   TWO SIGMA ADVISERS, LLC 1401 - 2023-12-31 39,275 $1,627,000 -12,000
   ATRIA INVESTMENTS LLC 700 - 2023-12-31 37,489 $1,553,000 -13,925
   KISTLERTIFFANY COMPANIES, LLC 85 - 2023-06-30 12,524 $1,420,000 -2,762
   Rockefeller Capital Management L.P. 1031 - 2023-12-31 33,553 $1,390,000 -84
   Stratos Wealth Partners LTD. 634 - 2024-03-31 23,241 $995,000 -30,657
   Bridge Advisory LLC 64 - 2024-03-31 19,196 $822,000 -8,055
   FOUNDERS FINANCIAL SECURITIES LLC 188 - 2024-03-31 19,114 $818,000 -3,588
   SMITH MOORE & CO. 195 - 2023-12-31 18,028 $747,000 -1,678
   CENTAURUS FINANCIAL INC. 301 - 2023-12-31 16,883 $699,000 -1,374
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 350 - 2024-03-31 15,243 $653,000 -8,474
   Dynamic Advisors Solutions LLC 542 - 2024-03-31 14,980 $641,000 -2,678
   Geneos Wealth Management Inc. - 2024-03-31 13,638 $584,000 -1,045
   CITADEL ADVISORS LLC 3605 - 2023-12-31 12,093 $501,000 -39,349
   HILLTOP HOLDINGS INC. 361 - 2023-12-31 11,909 $493,000 -686
   ARGI INVESTMENT SERVICES, LLC 315 - 2022-12-31 4,316 $468,000 -413
   MULTIFINANCIAL SECURITIES CORP 1187 - 2023-12-31 10,886 $451,000 -528
   Calton & Associates Inc. 126 - 2024-03-31 7,989 $342,000 -3,636
   RSM US WEALTH MANAGEMENT LLC 503 - 2024-03-31 7,707 $330,000 -393
   ICA Group Wealth Management LLC 213 - 2023-12-31 6,696 $277,000 -82,612
   FIRST HEARTLAND CONSULTANTS INC 307 - 2023-12-31 6,306 $261,000 -1,350
   WEALTH BUILDERS 177 - 2024-03-31 5,971 $256,000 -12,771
   COMERICA BANK 2161 - 2023-12-31 6,107 $253,000 -6
   NATIONAL ASSET MANAGEMENT, INC. 1175 - 2023-12-31 5,623 $233,000 -623
   9258 Wealth Management LLC - 2024-03-31 5,319 $228,000 -24
   USAdvisors Wealth Management LLC 121 - 2024-03-31 5,348 $228,000 -52,370
   MERCER GLOBAL ADVISORS INC /ADV 1766 - 2023-12-31 5,429 $225,000 -671
   Stratos Wealth Advisors LLC 619 - 2024-03-31 4,911 $210,000 -637
   FinTrust Capital Advisors LLC 599 - 2024-03-31 840 $36,000 -3,510
   BNP PARIBAS ARBITRAGE SA - 2024-03-31 90 $4,000 -2
   HANSON MCCLAIN, INC. 2961 - 2024-03-31 16 $1,000 -143
   Spire Wealth Management 2242 - 2024-03-31 20 $1,000 -33
  55 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