|
|
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
Wisdomtree Artificial Intelligence And Innov Fund (WTAI) |
|
|
$ 0.00 (0.00%) as of 4:30 Tue 11/30
|
|
Download |
|
|
Institutional
Holders
Total
Institutions:
|
67 10 |
|
Total
shares held :
|
3,345,806 |
|
% of shares
held :
|
40.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
26 |
|
Amount
of shares held :
|
-208,548 |
|
% of shares
held change :
|
-2.5% |
|
Quarter
Price vs. Current Price:
|
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Stratos Wealth Partners LTD. |
69 |
- |
2024-03-31 |
809,365 |
$16,811,000 |
143,404 |
|
Kestra Advisory Services LLC |
210 |
- |
2023-12-31 |
626,694 |
$12,966,000 |
-46,958 |
|
ADVISORY SERVICES NETWORK, LLC |
143 |
- |
2024-03-31 |
350,942 |
$7,289,000 |
-18,151 |
|
LPL FINANCIAL CORP |
1645 |
- |
2024-03-31 |
287,988 |
$5,982,000 |
77,180 |
|
RAYMOND JAMES & ASSOCIATES |
1459 |
- |
2024-03-31 |
287,975 |
$5,981,000 |
153,039 |
|
JANE STREET GROUP LLC |
2146 |
- |
2023-12-31 |
123,966 |
$2,565,000 |
-693,087 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1512 |
- |
2024-03-31 |
121,613 |
$2,526,000 |
9,953 |
|
PROSPERA FINANCIAL SERVICES |
315 |
*New |
2023-12-31 |
92,676 |
$1,917,000 |
92,676 |
|
BB&T CORP |
1273 |
- |
2023-12-31 |
88,827 |
$1,838,000 |
1,668 |
|
BANK OF MONTREAL /CAN/ |
1433 |
- |
2023-12-31 |
74,683 |
$1,569,000 |
24,440 |
|
Masso Torrence Wealth Management Inc. |
26 |
- |
2024-03-31 |
71,710 |
$1,489,000 |
-6,218 |
|
STIFEL FINANCIAL CORP |
1896 |
- |
2023-12-31 |
69,428 |
$1,436,000 |
52,094 |
|
AdvisorNet Financial Inc |
171 |
- |
2024-03-31 |
64,805 |
$1,346,000 |
64,094 |
|
Private Advisor Group LLC |
1110 |
- |
2024-03-31 |
54,119 |
$1,124,000 |
16,942 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1638 |
- |
2024-03-31 |
53,822 |
$1,118,000 |
13,547 |
|
Householder Group Estate & Retirement Specialist L |
69 |
- |
2024-03-31 |
49,865 |
$1,036,000 |
13,840 |
|
WADDELL & ASSOCIATES LLC |
47 |
- |
2024-03-31 |
49,128 |
$1,020,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
4009 |
- |
2023-12-31 |
48,323 |
$1,000,000 |
48,053 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2263 |
- |
2024-03-31 |
45,762 |
$950,000 |
30,539 |
|
Advisor Group Holdings Inc. |
2682 |
- |
2024-03-31 |
32,204 |
$669,000 |
-1,473 |
|
Provident Wealth Management LLC |
43 |
*New |
2024-03-31 |
30,049 |
$624,000 |
30,049 |
|
MULTIFINANCIAL SECURITIES CORP |
1137 |
- |
2023-12-31 |
23,577 |
$488,000 |
3,533 |
|
Rockefeller Capital Management L.P. |
1357 |
- |
2023-12-31 |
22,321 |
$462,000 |
-2,129 |
|
First Command Advisory Services Inc. |
114 |
- |
2024-03-31 |
3,662 |
$444,000 |
1,662 |
|
Kingsview Wealth Management LLC |
696 |
- |
2024-03-31 |
20,777 |
$432,000 |
3,280 |
|
Fox Hill Wealth Management |
72 |
*New |
2024-03-31 |
17,150 |
$356,000 |
17,150 |
|
Moloney Securities Asset Management LLC |
319 |
- |
2024-03-31 |
16,644 |
$346,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1960 |
*New |
2023-12-31 |
16,597 |
$343,000 |
16,597 |
|
FLAGSHIP HARBOR ADVISORS LLC |
501 |
*New |
2024-03-31 |
15,712 |
$326,000 |
15,712 |
|
Western Wealth Management LLC |
571 |
*New |
2024-03-31 |
11,493 |
$239,000 |
11,493 |
|
Insight Advisors LLC/ PA |
262 |
*New |
2024-03-31 |
11,414 |
$237,000 |
11,414 |
|
Wealth Alliance Advisory Group LLC |
168 |
- |
2024-03-31 |
10,942 |
$227,000 |
42 |
|
MARINER WEALTH ADVISORS, LLC |
2628 |
*New |
2023-12-31 |
10,386 |
$215,000 |
10,386 |
|
HALBERT, HARGROVE/RUSSELL LLC |
81 |
- |
2024-03-31 |
10,071 |
$209,000 |
10,071 |
|
Morris Retirement Advisors LLC |
95 |
- |
2024-03-31 |
9,701 |
$201,000 |
-1,000 |
|
Geneos Wealth Management Inc. |
704 |
- |
2024-03-31 |
9,375 |
$195,000 |
0 |
|
SWEENEY & MICHEL LLC |
100 |
*New |
2023-09-30 |
10,794 |
$186,000 |
10,794 |
|
Smartleaf Asset Management LLC |
392 |
- |
2024-03-31 |
6,490 |
$136,000 |
102 |
|
ROYAL BANK OF CANADA |
4845 |
- |
2023-12-31 |
5,723 |
$118,000 |
5,584 |
|
Key Financial Inc |
303 |
- |
2024-03-31 |
5,024 |
$104,000 |
0 |
|
HANSON MCCLAIN, INC. |
1074 |
*New |
2024-03-31 |
4,021 |
$84,000 |
4,021 |
|
Steward Partners Investment Advisory LLC |
1816 |
- |
2023-12-31 |
3,516 |
$73,000 |
166 |
|
Atlantic Trust Group LLC |
1603 |
*New |
2024-03-31 |
2,810 |
$59,000 |
2,810 |
|
SYM FINANCIAL CORPORATION |
126 |
- |
2024-03-31 |
2,785 |
$58,000 |
1 |
|
HARBOUR INVESTMENTS INC. |
1505 |
- |
2023-12-31 |
2,114 |
$44,000 |
4 |
|
PSI Advisors LLC |
298 |
- |
2024-03-31 |
1,783 |
$37,000 |
245 |
|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
273 |
*New |
2024-03-31 |
1,672 |
$35,000 |
1,672 |
|
MORGAN STANLEY |
6182 |
*New |
2023-12-31 |
1,125 |
$23,000 |
1,125 |
|
Carmichael Hill & Associates Inc. |
395 |
- |
2024-03-31 |
1,071 |
$22,000 |
0 |
|
Prestige Wealth Management Group LLC |
333 |
- |
2024-03-31 |
1,050 |
$22,000 |
0 |
|
EPG Wealth Management LLC |
343 |
- |
2023-12-31 |
1,000 |
$21,000 |
0 |
|
Spire Wealth Management |
1500 |
- |
2024-03-31 |
1,000 |
$21,000 |
794 |
|
JNBA FINANCIAL ADVISORS |
390 |
- |
2024-03-31 |
1,000 |
$21,000 |
0 |
|
UMB BANK N A/MO |
1151 |
- |
2024-03-31 |
770 |
$16,000 |
0 |
|
ANCORA ADVISORS, LLC |
1132 |
- |
2023-12-31 |
750 |
$16,000 |
0 |
|
Register Financial Advisors LLC |
480 |
- |
2024-03-31 |
700 |
$15,000 |
700 |
|
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
97 |
- |
2024-03-31 |
650 |
$14,000 |
0 |
|
J P MORGAN CHASE & CO |
5009 |
- |
2024-03-31 |
600 |
$12,000 |
-162 |
|
Centerpoint Advisors LLC |
316 |
- |
2024-03-31 |
575 |
$12,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3659 |
- |
2024-03-31 |
537 |
$11,000 |
0 |
|
Scarborough Advisors LLC |
238 |
- |
2024-03-31 |
275 |
$6,000 |
0 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
275 |
$6,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
602 |
- |
2024-03-31 |
250 |
$5,000 |
0 |
|
CWM LLC |
3732 |
- |
2024-03-31 |
176 |
$4,000 |
0 |
|
Goss Wealth Management LLC |
3194 |
- |
2023-12-31 |
214 |
$4,000 |
0 |
|
Farther Finance Advisors LLC |
2198 |
*New |
2023-12-31 |
164 |
$3,000 |
164 |
|
ANTONETTI CAPITAL MANAGEMENT LLC |
265 |
- |
2023-09-30 |
100 |
$2,000 |
-70 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2921 |
- |
2023-12-31 |
100 |
$2,000 |
100 |
|
CALDWELL SUTTER CAPITAL INC. |
761 |
- |
2024-03-31 |
100 |
$2,000 |
0 |
|
MEADOWBROOK INVESTMENT ADVISORS LLC |
311 |
- |
2024-03-31 |
100 |
$2,000 |
0 |
|
FMR LLC |
4572 |
- |
2023-12-31 |
29 |
$1,000 |
9 |
|
Rise Advisors LLC |
1190 |
- |
2024-03-31 |
60 |
$1,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5506 |
*Closed |
2024-03-31 |
0 |
$0 |
-219,479 |
|
AE Wealth Management LLC |
2144 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,612 |
|
Private Ocean LLC |
497 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,590 |
|
FLOW TRADERS U.S. LLC |
992 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,547 |
|
Belpointe Asset Management LLC |
807 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,552 |
|
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC |
313 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,500 |
|
WELLINGTON SHIELDS & CO., LLC |
307 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,500 |
|
SIMPLEX TRADING LLC |
3118 |
*Closed |
2024-03-31 |
0 |
$0 |
-935 |
|
PROEQUITIES INC. |
8935 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Coppell Advisory Solutions LLC |
1856 |
*New |
2023-12-31 |
2 |
$0 |
2 |
|
Stone House Investment Management LLC |
381 |
*Closed |
2023-12-31 |
0 |
$0 |
-100 |
|
|
83 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|