Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Neos S&p 500 High Income Etf (SPYI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    26
Total shares held : 
 1,254,520  
% of shares held : 
 28.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   36  
Amount of shares held : 
 608,900  
% of shares held change : 
   14%  
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 :
29
 301,969
 24.07%
 
Increased Positions :
16
 400,265
 31.91%
 
Unchanged Positions :
4
 6,879
 0.55%
 
Decreased Positions :
6
-25,716
-2.05%
 
Closed Positions :
3
-67,618
-5.39%
 
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
   LPL FINANCIAL CORP 882 - 2024-03-31 455,744 $22,951,000 333,088
   GRADIENT INVESTMENTS LLC 106 - 2024-03-31 298,998 $15,058,000 34,971
   STIFEL FINANCIAL CORP 868 - 2023-12-31 167,593 $8,078,000 72,143
   RENAISSANCE TECHNOLOGIES LLC 1172 - 2023-12-31 137,800 $6,642,000 119,900
   JANE STREET GROUP LLC 1407 - 2023-12-31 112,943 $5,444,000 -4,036
   UNIQUE WEALTH LLC 15 *New 2024-03-31 101,866 $5,130,000 101,866
   CAMARDA FINANCIAL ADVISORS, LLC 17 - 2024-03-31 82,227 $4,141,000 21,757
   Cascade Wealth Advisors Inc 12 - 2024-03-31 67,483 $3,337,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 83 - 2024-03-31 46,110 $2,319,000 18,692
   Guardian Financial Partners LLC 19 *New 2024-03-31 35,806 $1,803,000 35,806
   Delta Investment Management LLC 52 - 2024-03-31 30,720 $1,547,000 -2,882
   Derbend Asset Management 31 - 2024-03-31 26,775 $1,348,000 11,926
   Compass Ion Advisors LLC 67 - 2024-03-31 26,323 $1,326,000 -4,227
   Triumph Capital Management 44 - 2024-03-31 24,444 $1,230,000 2,372
   J2 Capital Management Inc 12 *New 2023-09-30 25,202 $1,183,000 25,202
   Fortress Wealth Management Inc. 36 - 2024-03-31 21,909 $1,103,000 635
   HIGHTOWER ADVISORS, LLC 1729 - 2024-03-31 21,619 $1,089,000 -538
   Crescent Grove Advisors LLC 118 - 2024-03-31 19,305 $972,000 0
   U.S. Capital Wealth Advisors LLC 354 - 2024-03-31 18,655 $939,000 12,805
   GTS SECURITIES LLC 657 - 2023-12-31 17,767 $856,000 5,289
   Jupiter Wealth Management LLC 54 *New 2024-03-31 16,299 $804,000 16,299
   WILLNER & HELLER LLC 41 *New 2023-12-31 15,795 $761,000 15,795
   Claro Advisors LLC 175 *New 2024-03-31 15,106 $761,000 15,106
   Gainplan LLC 26 - 2024-03-31 14,766 $744,000 4,110
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1951 - 2024-03-31 14,491 $730,000 5,386
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3119 - 2024-03-31 12,633 $636,000 -2,552
   J P MORGAN CHASE & CO 3624 - 2024-03-31 12,050 $607,000 0
   NewEdge Wealth LLC 520 *New 2024-03-31 12,319 $597,000 12,319
   Moloney Securities Asset Management LLC 245 - 2024-03-31 11,178 $563,000 1,675
   Private Advisor Group LLC 1463 - 2024-03-31 10,716 $540,000 4,165
   HBW Advisory Services LLC 178 - 2024-03-31 10,830 $522,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 2791 - 2024-03-31 9,852 $496,000 3,751
   AMERIPRISE FINANCIAL INC 3375 *New 2023-12-31 10,161 $490,000 10,161
   CAP Partners LLC 64 - 2024-03-31 9,108 $459,000 3,052
   DAVENPORT & CO LLC 815 *New 2024-03-31 9,000 $453,000 9,000
   High Net Worth Advisory Group LLC 127 *New 2024-03-31 8,797 $443,000 8,797
   Integrated Advisors Network LLC 517 - 2024-03-31 7,946 $400,000 2,946
   Atomi Financial Group Inc. 433 - 2024-03-31 7,637 $385,000 2,967
   Atria Wealth Solutions Inc. 1394 *New 2023-12-31 7,096 $342,000 7,096
   Arete Wealth Advisors LLC 516 *New 2023-12-31 7,051 $340,000 7,051
   IHT Wealth Management LLC 738 *New 2023-12-31 6,801 $328,000 6,801
   Traynor Capital Management Inc. 156 - 2024-03-31 6,450 $325,000 242
   RFG Advisory Group LLC 598 - 2024-03-31 6,343 $319,000 187
   H D Vest Advisory Services 1285 *New 2024-03-31 5,963 $300,000 5,963
   BB&T CORP 2339 *New 2023-12-31 5,415 $261,000 5,415
   Ameritas Advisory Services LLC 590 - 2023-12-31 5,179 $257,000 23
   SILVER OAK SECURITIES Inc 339 - 2024-03-31 4,769 $240,000 -3,554
   AXXCESS WEALTH MANAGEMENT LLC 734 - 2023-12-31 4,773 $230,000 100
   NATIONAL ASSET MANAGEMENT, INC. 1217 *New 2023-12-31 4,454 $215,000 4,454
   UBS Group AG 4539 - 2023-12-31 4,249 $205,000 4,249
   HBC Financial Services PLLC 40 *New 2024-03-31 2,800 $134,000 2,800
   Goss Wealth Management LLC 1836 *New 2023-12-31 2,770 $134,000 2,770
   Castleview Partners LLC 226 - 2024-03-31 2,576 $130,000 51
   CWM LLC 1809 - 2024-03-31 2,174 $109,000 94
   Capital Investment Advisory Services LLC 594 - 2024-03-31 1,570 $79,000 730
   Newbridge Financial Services Group Inc. 336 - 2024-03-31 1,412 $71,000 992
   CREATIVE FINANCIAL DESIGNS INC /ADV 839 - 2024-03-31 650 $33,000 0
   BANK OF MONTREAL /CAN/ 3161 *New 2023-12-31 320 $16,000 320
   TOMPKINS FINANCIAL CORP 501 - 2024-03-31 200 $10,000 0
   Sunbelt Securities Inc. 1230 *New 2024-03-31 200 $10,000 200
   VisionPoint Advisory Group LLC 478 - 2024-03-31 188 $9,000 15
   Glassman Wealth Services 165 *New 2024-03-31 160 $8,000 160
   Advisor Group Holdings Inc. 5863 - 2024-03-31 100 $5,000 -250
   TUCKER ASSET MANAGEMENT LLC 615 - 2023-12-31 102 $5,000 0
   GHP INVESTMENT ADVISORS INC 728 - 2024-03-31 50 $3,000 48
   SRS Capital Advisors Inc. 989 *New 2023-12-31 46 $2,000 46
   Global Retirement Partners LLC 2703 *New 2024-03-31 41 $2,000 41
   DHJJ Financial Advisors Ltd. 565 - 2024-03-31 22 $1,000 0
   HARBOUR INVESTMENTS INC. 2774 *New 2023-12-31 21 $1,000 21
   MORGAN STANLEY 6985 *New 2023-12-31 1 $0 1
   CITADEL ADVISORS LLC 5638 *Closed 2023-12-31 0 $0 -29,617
   WELLS FARGO & CO/MN 6437 - 2024-03-31 2 $0 -177
   PROEQUITIES INC. 6411 - 2024-03-31 0 $0 0
   OLD MISSION CAPITAL LLC 1007 *Closed 2023-12-31 0 $0 -37,676
   Bradley & Co. Private Wealth Management LLC 177 - 2024-03-31 1 $0 0
   Householder Group Estate & Retirement Specialist L 1256 *Closed 2024-03-31 0 $0 -1,888
  76 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