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Get Institutions for : 
Cvr Partners, Lp (UAN)  
$0.85 0.00 (0.00%) as of 4:30 Mon 11/23


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 56    2
Total shares held : 
 738,881  
% of shares held : 
 0.67%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 104,895  
% of shares held change : 
   0.09%  
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 :
8
 29,194
 3.95%
 
Increased Positions :
19
 134,622
 18.22%
 
Unchanged Positions :
14
 104,299
 14.12%
 
Decreased Positions :
15
-35,528
-4.81%
 
Closed Positions :
10
-23,393
-3.17%
 
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
   MORGAN STANLEY 3179 - 2023-12-31 178,146 $11,669,000 16,156
   NATIXIS 247 - 2023-12-31 107,300 $7,028,000 26,400
   Ion Asset Management Ltd. 31 - 2023-12-31 86,600 $5,672,000 3,600
   ZAZOVE ASSOCIATES LLC 7 - 2023-12-31 76,700 $5,024,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1768 - 2023-12-31 34,373 $2,251,000 19,746
   Bramshill Investments LLC 46 - 2023-12-31 26,732 $1,751,000 26,732
   LPL FINANCIAL CORP 2552 - 2023-12-31 25,476 $1,669,000 10,260
   Independent Advisor Alliance 286 - 2023-12-31 17,071 $1,118,000 1,377
   BANK OF AMERICA CORP /DE/ 3929 - 2023-12-31 17,028 $1,115,000 -9,553
   WELLS FARGO & CO/MN 2893 - 2023-12-31 16,912 $1,108,000 -3,395
   CITADEL ADVISORS LLC 2832 - 2023-12-31 16,901 $1,107,000 16,901
   UBS Group AG 3588 - 2023-12-31 11,901 $780,000 -7,952
   EPACRIA CAPITAL PARTNERS LLC 38 - 2023-12-31 11,051 $724,000 0
   Jump Financial LLC 979 - 2023-12-31 8,210 $538,000 3,556
   HNP Capital LLC 103 *New 2023-03-31 5,547 $495,000 5,547
   JANE STREET GROUP LLC 3945 *New 2023-12-31 7,446 $488,000 7,446
   FRANKLIN RESOURCES INC 1889 *New 2023-12-31 7,375 $483,000 7,375
   ING GROEP NV 510 - 2023-12-31 7,100 $465,000 0
   COURIER CAPITAL CORP 271 - 2024-03-31 4,768 $375,000 -156
   Vectors Research Management LLC 113 - 2023-12-31 5,545 $363,000 -174
   CREATIVE PLANNING 1986 - 2023-12-31 5,255 $344,000 -103
   CITIGROUP INC 2790 - 2023-12-31 5,201 $341,000 5,098
   State of Tennessee Treasury Department 1499 - 2023-12-31 4,902 $321,000 678
   Householder Group Estate & Retirement Specialist L - 2024-03-31 4,037 $317,000 -737
   GIRARD PARTNERS LTD. 215 - 2023-12-31 4,500 $295,000 0
   CYPRESS FINANCIAL PLANNING LLC 57 - 2024-03-31 3,500 $275,000 0
   Aristides Capital LLC 146 *New 2023-12-31 3,914 $256,000 3,914
   PARKSIDE FINANCIAL BANK & TRUST - 2024-03-31 3,000 $236,000 -4,000
   BANK OF MONTREAL /CAN/ 2539 - 2023-12-31 3,211 $227,000 0
   HRT FINANCIAL LLC 1604 *New 2023-12-31 3,196 $209,000 3,196
   RAYMOND JAMES & ASSOCIATES 3541 *New 2024-03-31 2,647 $208,000 2,647
   SIMPLEX TRADING LLC 964 - 2024-03-31 2,619 $205,000 -1,407
   WHITE BAY PT LLC 122 - 2023-12-31 2,800 $183,000 -800
   Advisor Group Holdings Inc. 4028 - 2023-12-31 2,613 $171,000 -741
   ROYAL BANK OF CANADA 4593 - 2023-12-31 2,596 $170,000 -1,615
   Virtus ETF Advisers LLC 314 - 2023-12-31 2,579 $169,000 124
   TUCKER ASSET MANAGEMENT LLC 160 - 2023-12-31 1,446 $95,000 -44
   TD Waterhouse Canada Inc. 906 - 2023-12-31 868 $60,000 0
   GABLES CAPITAL MANAGEMENT INC. 206 - 2023-12-31 634 $42,000 0
   State of Wyoming 1503 - 2023-12-31 453 $30,000 14
   Coppell Advisory Solutions LLC 691 - 2023-12-31 350 $23,000 350
   HARBOUR INVESTMENTS INC. 2017 - 2023-12-31 221 $14,000 -158
   Goss Wealth Management LLC 2831 - 2023-12-31 148 $10,000 11
   Atlantic Edge Private Wealth Management LLC 305 - 2023-12-31 135 $9,000 0
   Princeton Global Asset Management LLC 447 - 2024-03-31 104 $8,000 0
   TOWER RESEARCH CAPITAL LLC 4643 - 2023-12-31 102 $7,000 102
   IFP Advisors Inc 2267 *New 2023-12-31 100 $7,000 100
   Covestor Ltd 1751 - 2023-12-31 94 $6,000 6
   ADVISORY SERVICES NETWORK, LLC 3148 *New 2023-12-31 59 $4,000 59
   Venturi Wealth Management LLC 1212 - 2024-03-31 35 $3,000 0
   PIERSHALE FINANCIAL GROUP, INC. 214 - 2023-06-30 31 $3,000 3
   NBC SECURITIES INC. 1954 - 2024-03-31 31 $2,000 0
   J P MORGAN CHASE & CO 5445 - 2023-12-31 16 $1,000 16
   HIGHLANDER CAPITAL MANAGEMENT, LLC - 2023-12-31 20 $1,000 0
   Archer Investment Corp 952 - 2023-12-31 12 $1,000 0
   Scarborough Advisors LLC 612 *New 2023-12-31 12 $1,000 12
   BP WEALTH MANAGEMENT LLC 873 *Closed 2023-12-31 0 $0 -2,776
   McIlrath & Eck LLC 903 *Closed 2023-12-31 0 $0 -500
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   BARCLAYS PLC 4107 *Closed 2023-12-31 0 $0 -193
   GROUP ONE TRADING, L.P. 1812 *Closed 2023-12-31 0 $0 -1,450
   ALPHAMARK ADVISORS LLC 748 - 2024-03-31 2 $0 0
   GSA CAPITAL PARTNERS LLP 1884 *Closed 2024-03-31 0 $0 -8,252
   SG AMERICAS SECURITIES LLC 2842 *Closed 2023-12-31 0 $0 -11,726
   MARINER WEALTH ADVISORS, LLC 3081 *Closed 2023-12-31 0 $0 -3,043
   Cutler Group LP 1217 *Closed 2024-03-31 0 $0 -24
   VAN ECK ASSOCIATES CORP 1398 *Closed 2024-03-31 0 $0 -363
  67 Records found
  1    
  Page 1 of 1
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