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Get Institutions for : 
Global X Superdividend ReitA (SRET)  
$20.41 0.06 (0.29%) as of 4:30 Wed 5/15


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    1
Total shares held : 
3,058,743  
% of shares held : 
7.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
452,335  
% of shares held change : 
  1.09%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$19.68  
Last Quarter's Ending Price : 
$22.12  
Last Quarter's Average Price
$20.15  
Change from last quarter's     
avg. price to the last closing  : 
0.26 (1.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 29,846
 0.98%
 
Increased Positions :
14
 759,989
 24.85%
 
Unchanged Positions :
10
 841,465
 27.51%
 
Decreased Positions :
8
-299,671
-9.8%
 
Closed Positions :
5
-37,829
-1.24%
 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   DAIWA SECURITIES GROUP INC. 125 - 2024-03-31 810,000 $16,556,000 0
   LPL FINANCIAL CORP 1278 - 2024-03-31 530,914 $10,852,000 -7,040
   BANK OF AMERICA CORP /DE/ 2376 - 2023-12-31 450,434 $9,964,000 337,884
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 780 - 2024-03-31 339,792 $7,132,000 14,567
   CREDIT SUISSE/ 1524 - 2024-03-31 161,327 $3,298,000 -322,656
   MORGAN STANLEY 4415 - 2023-12-31 85,269 $1,886,000 3,714
   Cetera Investment Advisers 956 - 2023-12-31 59,804 $1,323,000 1,571
   Stratos Wealth Partners LTD. 570 - 2024-03-31 59,361 $1,213,000 12,513
   Advisor Group Holdings Inc. 2755 - 2024-03-31 30,200 $617,000 -503
   Investors Research Corp 202 - 2024-03-31 25,537 $522,000 -397
   CITADEL ADVISORS LLC 4072 - 2023-12-31 13,772 $305,000 2,522
   JANE STREET GROUP LLC 4435 - 2023-12-31 13,103 $290,000 -198,408
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4324 - 2024-03-31 11,601 $237,000 -113,014
   Sigma Planning Corp 1046 *New 2024-03-31 11,615 $237,000 11,615
   Gladstone Institutional Advisory LLC 590 *New 2023-12-31 10,441 $231,000 10,441
   HIGHTOWER ADVISORS, LLC 2924 *New 2024-03-31 9,889 $202,000 9,889
   Founders Financial Alliance LLC 312 - 2023-12-31 3,437 $76,000 -197
   ROYAL BANK OF CANADA 5107 - 2023-12-31 3,295 $74,000 -2,994
   BANK OF MONTREAL /CAN/ 2922 - 2023-12-31 3,130 $70,000 -93,784
   HARBOUR INVESTMENTS INC. 1450 - 2023-12-31 2,300 $51,000 0
   UBS Group AG 5300 - 2023-12-31 2,102 $46,000 -13
   Global Retirement Partners LLC 1553 - 2024-03-31 1,723 $35,000 -116
   JFS WEALTH ADVISORS, LLC 583 *New 2024-03-31 1,195 $24,000 1,195
   Ahrens Investment Partners LLC 515 *New 2023-03-31 717 $16,000 717
   CWM LLC 3163 - 2024-03-31 630 $13,000 0
   Qube Research & Technologies Ltd 3175 - 2023-12-31 466 $10,000 -158
   NATIONAL BANK OF CANADA /FI/ 1984 - 2023-12-31 457 $10,000 0
   Retirement Group LLC 494 - 2024-03-31 462 $9,000 8
   Sound Income Strategies LLC 795 - 2024-03-31 449 $9,000 -282
   Farther Finance Advisors LLC 1996 - 2023-12-31 231 $5,000 -184
   IFP Advisors Inc 2431 - 2023-12-31 172 $4,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 1115 - 2024-03-31 78 $2,000 0
   FMR LLC 4542 - 2023-12-31 36 $1,000 30
   J P MORGAN CHASE & CO 5266 - 2024-03-31 40 $1,000 0
   COMERICA BANK 3554 - 2023-12-31 25 $1,000 0
   Capital Investment Advisory Services LLC 925 *New 2024-03-31 42 $1,000 42
   WELLS FARGO & CO/MN 6096 - 2024-03-31 0 $0 -1
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3389 *Closed 2024-03-31 0 $0 -10,141
   IHT Wealth Management LLC 1009 *Closed 2023-12-31 0 $0 -10,960
   Ronald Blue Trust Inc. 2301 *Closed 2024-03-31 0 $0 -1,907
   PROEQUITIES INC. 7423 - 2024-03-31 0 $0 0
   SYKON CAPITAL LLC 96 *Closed 2024-03-31 0 $0 -9,186
   Atria Wealth Solutions Inc. 1986 *Closed 2023-12-31 0 $0 -14,590

  43 Records found
  1    
  Page 1 of 1
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