Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Ishares Msci Global Silver Miners (SLVP)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    3
Total shares held : 
 2,736,079  
% of shares held : 
 20.12%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 548,391  
% of shares held change : 
   4.03%  
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 :
7
 538,081
 19.67%
 
Increased Positions :
15
 205,042
 7.49%
 
Unchanged Positions :
25
 784,681
 28.68%
 
Decreased Positions :
9
-107,475
-3.93%
 
Closed Positions :
4
-87,257
-3.19%
 
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
   Fielder Capital Group LLC 5 - 2024-03-31 862,162 $8,760,000 238,246
   180 WEALTH ADVISORS LLC 25 - 2024-03-31 425,652 $4,325,000 74,544
   JANE STREET GROUP LLC 1713 *New 2023-12-31 384,033 $3,909,000 384,033
   MORGAN STANLEY 4070 - 2023-12-31 340,082 $3,462,000 48,074
   BANK OF AMERICA CORP /DE/ 3392 - 2023-12-31 232,173 $2,364,000 -10,143
   Visionary Wealth Advisors 228 - 2023-12-31 96,124 $979,000 -11,782
   BANK OF MONTREAL /CAN/ 1717 *New 2023-12-31 87,641 $841,000 87,641
   ENVESTNET ASSET MANAGEMENT INC 3175 - 2023-12-31 63,035 $642,000 14,274
   LPL FINANCIAL CORP 3549 - 2023-12-31 52,546 $535,000 17,433
   Walkner Condon Financial Advisors LLC 149 - 2024-03-31 50,831 $515,000 2,653
   Lane Generational LLC 26 - 2023-12-31 38,611 $393,000 0
   Wealthfront Advisers LLC 765 - 2024-03-31 38,597 $392,000 -13,700
   OLD MISSION CAPITAL LLC 686 *New 2023-12-31 37,080 $377,000 37,080
   Advisor Group Holdings Inc. 3448 - 2023-12-31 34,351 $350,000 -597
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4277 - 2023-12-31 33,336 $339,000 33,336
   FOUNDERS FINANCIAL SECURITIES LLC 315 - 2024-03-31 31,060 $316,000 743
   JOHNSON INVESTMENT COUNSEL INC 667 - 2023-12-31 20,615 $210,000 0
   EVOKE WEALTH LLC 570 - 2023-12-31 19,830 $202,000 64
   GFG Capital LLC 122 - 2023-12-31 18,965 $193,000 0
   EP WEALTH ADVISORS, INC. 731 - 2023-12-31 17,105 $174,000 163
   Capital Wealth Alliance LLC - 2023-12-31 16,582 $169,000 -73,083
   HRT FINANCIAL LLC 1648 - 2023-12-31 16,636 $169,000 -6,342
   Banque Cantonale Vaudoise 613 - 2024-03-31 14,000 $142,000 0
   ROYAL BANK OF CANADA 4734 - 2023-12-31 13,820 $140,000 0
   Edmonds Duncan Registered Investment Advisors LLC 133 - 2024-03-31 13,115 $133,000 0
   BANK OF NEW YORK MELLON CORP 3878 *New 2024-03-31 11,417 $116,000 11,417
   BALDWIN BROTHERS INC/MA 267 - 2024-03-31 10,610 $108,000 0
   UBS Group AG 4931 - 2023-12-31 9,741 $99,000 3,094
   JTC Employer Solutions Trusteee Ltd 204 - 2024-03-31 9,750 $96,000 0
   Spire Wealth Management 1009 - 2024-03-31 9,178 $93,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 312 - 2023-12-31 7,327 $75,000 -4,087
   Salomon & Ludwin LLC - 2024-03-31 3,199 $33,000 14
   CITADEL ADVISORS LLC 5103 - 2023-12-31 2,731 $28,000 785
   SRS Capital Advisors Inc. 604 - 2023-12-31 2,511 $26,000 12
   Larson Financial Group LLC - 2024-03-31 2,278 $23,000 517
   Carmichael Hill & Associates Inc. 415 - 2024-03-31 2,000 $20,000 0
   BARTLETT & CO. LLC 925 - 2023-12-31 1,400 $14,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 931 - 2023-12-31 1,400 $14,000 0
   WHITTIER TRUST CO - 2024-03-31 1,259 $13,000 0
   TOWER RESEARCH CAPITAL LLC 4055 *New 2023-12-31 1,200 $12,000 1,200
   FMR LLC 4045 - 2023-12-31 1,125 $11,000 1,125
   FTB Advisors Inc. 1646 - 2024-03-31 787 $8,000 0
   Coppell Advisory Solutions LLC 999 *New 2023-12-31 188 $8,000 188
   BLAIR WILLIAM & CO/IL 1716 - 2023-12-31 568 $6,000 3
   Householder Group Estate & Retirement Specialist L - 2024-03-31 625 $6,000 0
   Glass Jacobson Investment Advisors llc 607 - 2024-03-31 557 $6,000 0
   ICA Group Wealth Management LLC 999 - 2023-12-31 600 $6,000 600
   ADVISORY SERVICES NETWORK, LLC 3086 *New 2023-12-31 457 $5,000 457
   Steward Partners Investment Advisory LLC 3002 - 2023-12-31 375 $4,000 0
   Sound Income Strategies LLC 950 - 2024-03-31 382 $4,000 253
   ISLAY CAPITAL MANAGEMENT LLC 199 - 2023-12-31 250 $3,000 0
   Creekmur Asset Management LLC - 2023-12-31 200 $2,000 0
   Capital Investment Advisory Services LLC 940 *Closed 2024-03-31 0 $0 -900
   Strategic Wealth Partners Ltd. 262 *Closed 2023-03-31 0 $0 -10,178
   Parallel Advisors LLC 3136 - 2023-12-31 19 $0 0
   TWO SIGMA SECURITIES LLC 1622 *Closed 2023-12-31 0 $0 -11,498
   WELLS FARGO & CO/MN 6213 - 2023-12-31 1 $0 1
   Concorde Asset Management LLC 167 *Closed 2023-12-31 0 $0 -12,814
   JJJ Advisors Inc. 1065 - 2024-03-31 0 $0 0
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   SIMPLEX TRADING LLC 2962 *Closed 2024-03-31 0 $0 -170
   FIRST MANHATTAN CO 1565 - 2023-12-31 2 $0 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 808 *Closed 2024-03-31 0 $0 -27,482
   CREDIT SUISSE/ 3049 *Closed 2023-12-31 0 $0 -51,550
  64 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