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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    19
Total shares held : 
 3,632,030  
% of shares held : 
 40.36%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   31  
Amount of shares held : 
 292,448  
% of shares held change : 
   3.25%  
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 :
21
 256,208
 7.05%
 
Increased Positions :
24
 254,406
 7%
 
Unchanged Positions :
15
 893,826
 24.61%
 
Decreased Positions :
12
-205,973
-5.67%
 
Closed Positions :
2
-12,193
-0.34%
 
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
   OxenFree Capital LLC 1 - 2024-03-31 632,491 $21,290,000 41,340
   RAYMOND JAMES & ASSOCIATES 941 - 2024-03-31 431,707 $14,531,000 -35,002
   ROYAL BANK OF CANADA 1384 - 2024-03-31 358,692 $12,074,000 73,127
   Weaver Capital Management LLC 4 *New 2024-03-31 293,876 $9,892,000 293,876
   UBS Group AG 1617 - 2024-03-31 292,214 $9,836,000 48,563
   BB&T CORP 663 - 2024-03-31 263,420 $8,867,000 16,890
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1029 - 2024-03-31 179,645 $6,047,000 28,367
   SECURED RETIREMENT ADVISORS LLC 1 - 2024-03-31 131,887 $4,439,000 527
   United Advisor Group LLC 17 *New 2024-03-31 110,990 $3,736,000 110,990
   THRIVENT FINANCIAL FOR LUTHERANS 1017 - 2024-03-31 98,043 $3,300,000 -1,173
   COMMONWEALTH EQUITY SERVICES LLC. 1434 - 2024-03-31 96,427 $3,246,000 259
   Visionary Wealth Advisors 119 - 2024-03-31 94,273 $3,173,000 14,815
   ESSEX FINANCIAL SERVICES INC 79 - 2024-03-31 93,430 $3,145,000 39,169
   JANNEY MONTGOMERY SCOTT LLC 944 - 2024-03-31 92,386 $3,110,000 62,522
   CREATIVE PLANNING 866 - 2024-03-31 76,647 $2,580,000 -12,238
   BANK OF AMERICA CORP /DE/ 3476 - 2024-03-31 74,418 $2,505,000 3,449
   LPL FINANCIAL CORP 2338 - 2024-03-31 72,455 $2,439,000 51,135
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1166 - 2024-03-31 68,687 $2,312,000 12,826
   Holistic Planning LLC 17 - 2024-03-31 60,209 $2,027,000 -17,452
   STIFEL FINANCIAL CORP 1711 - 2024-03-31 59,457 $2,001,000 -1,627
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1797 - 2024-03-31 57,412 $1,932,000 27,134
   ENVESTNET ASSET MANAGEMENT INC 2627 - 2024-03-31 53,439 $1,799,000 2,213
   FINANCIAL MANAGEMENT NETWORK INC 48 - 2024-03-31 49,830 $1,645,000 6,856
   Kestra Advisory Services LLC 968 - 2024-03-31 48,855 $1,644,000 16,786
   S.A. Mason LLC 24 - 2024-03-31 43,365 $1,460,000 2,970
   Advisor Group Holdings Inc. 2159 - 2024-03-31 35,689 $1,201,000 16,081
   CWM LLC 863 - 2024-03-31 28,506 $960,000 -715
   Snowden Capital Advisors LLC 504 - 2024-03-31 28,482 $959,000 0
   Feltz Wealth PLAN Inc. 157 - 2024-03-31 25,040 $843,000 5,089
   Belpointe Asset Management LLC 325 - 2024-03-31 23,947 $806,000 1,239
   MML INVESTORS SERVICES LLC 1544 - 2024-03-31 23,228 $782,000 476
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 70 - 2024-03-31 23,000 $774,000 0
   Fairman Group LLC 20 - 2024-03-31 22,027 $741,000 65
   Everhart Financial Group Inc. 113 - 2024-03-31 19,665 $662,000 -52
   WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 51 - 2024-03-31 19,483 $656,000 160
   CAPTRUST FINANCIAL ADVISORS 1356 *New 2024-03-31 18,943 $638,000 18,943
   GTS SECURITIES LLC 732 - 2024-03-31 17,212 $579,000 -4,750
   GIBSON CAPITAL MANAGEMENT, LTD. 31 - 2024-03-31 15,625 $526,000 0
   Chicago Partners Investment Group LLC 433 - 2024-03-31 15,816 $514,000 4,319
   Future Financial Wealth Managment LLC 58 - 2024-03-31 14,778 $497,000 -1,665
   PNC FINANCIAL SERVICES GROUP INC 1661 - 2024-03-31 12,100 $407,000 0
   1776 WEALTH LLC 98 - 2024-03-31 10,858 $365,000 0
   Atlantic Trust Group LLC 921 - 2024-03-31 10,413 $350,000 0
   Goss Wealth Management LLC 1554 - 2024-03-31 10,167 $342,000 22
   PDS Planning Inc 236 - 2024-03-31 9,729 $327,000 28
   Cetera Investment Advisers 1409 - 2024-03-31 9,678 $326,000 1,386
   CLIENT 1ST ADVISORY GROUP LLC 80 - 2024-03-31 9,622 $324,000 0
   N.E.W. Advisory Services LLC 136 - 2024-03-31 9,008 $303,000 0
   PIN OAK INVESTMENT ADVISORS INC 61 *New 2024-03-31 8,450 $284,000 8,450
   Parallel Advisors LLC 726 - 2024-03-31 8,300 $279,000 -2,550
   Beacon Pointe Advisors LLC 1127 - 2024-03-31 7,858 $265,000 0
   PACIFIC CAPITAL WEALTH ADVISORS INC 58 - 2024-03-31 7,027 $237,000 0
   Capstone Financial Advisors Inc. 129 *New 2024-03-31 6,550 $220,000 6,550
   TRAPHAGEN INVESTMENT ADVISORS LLC 160 - 2024-03-31 6,528 $220,000 0
   Goepper Burkhardt LLC 79 *New 2024-03-31 6,124 $205,000 6,124
   Steward Partners Investment Advisory LLC 1509 - 2024-03-31 5,007 $169,000 0
   Coastal Investment Advisors Inc. 439 *New 2024-03-31 4,380 $147,000 4,380
   COLONIAL ASSET MANAGEMENT, INC. 208 - 2024-03-31 4,199 $141,000 0
   BESSEMER GROUP INC 1100 - 2024-03-31 4,118 $139,000 0
   SIGNATUREFD, LLC 1024 - 2024-03-31 4,002 $135,000 0
   HANSON MCCLAIN, INC. 919 - 2024-03-31 3,898 $131,000 11
   MCF Advisors LLC 271 - 2024-03-31 3,848 $130,000 -94
   MORGAN STANLEY 5836 - 2024-03-31 2,525 $85,000 2,524
   FinTrust Capital Advisors LLC 442 *New 2024-03-31 2,016 $68,000 2,016
   Coastal Capital Group Inc. 198 - 2023-06-30 2,126 $60,000 0
   McIlrath & Eck LLC 257 - 2024-03-31 1,625 $55,000 -1
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2031 - 2024-03-31 1,576 $53,000 -524
   Cassady Schiller Wealth Management LLC 213 - 2024-03-31 1,384 $47,000 0
   HARBOUR INVESTMENTS INC. 1516 - 2023-12-31 1,392 $43,000 370
   JNBA FINANCIAL ADVISORS 311 - 2024-03-31 1,235 $42,000 840
   BARTLETT & CO. WEALTH MANAGEMENT LLC 731 *New 2024-03-31 955 $32,000 955
   NBC SECURITIES INC. 1343 - 2024-03-31 821 $27,000 50
   PARKSIDE FINANCIAL BANK & TRUST 1018 - 2024-03-31 550 $19,000 0
   Hartland & Co. LLC 981 - 2024-03-31 459 $15,000 0
   Global Retirement Partners LLC 2169 *New 2024-03-31 247 $8,000 247
   IFP Advisors Inc 2329 - 2023-12-31 200 $6,000 -90,972
   ARMSTRONG ADVISORY GROUP INC 641 - 2024-03-31 156 $5,000 0
   SRS Capital Advisors Inc. 1044 - 2024-03-31 63 $2,000 0
   PROEQUITIES INC. 4017 - 2024-03-31 0 $0 0
   MARINER WEALTH ADVISORS, LLC 3159 *Closed 2024-03-31 0 $0 -7,678
   FINANCIAL NETWORK 2800 *Closed 2024-03-31 0 $0 -35,665
   ALPHAMARK ADVISORS LLC 761 *Closed 2024-03-31 0 $0 -1,000
   Rockbridge Investment Management LCC 511 *Closed 2024-03-31 0 $0 -50
   Hardy Reed LLC 131 *Closed 2024-03-31 0 $0 -7,000
   AE Wealth Management LLC 1971 *Closed 2024-03-31 0 $0 -133,777
   Farther Finance Advisors LLC 3693 - 2024-03-31 9 $0 0
  86 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