Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Columbia Em Core Ex China Etf (XCEM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 122    28
Total shares held : 
 17,557,790  
% of shares held : 
 19.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   53  
Amount of shares held : 
 4,890,668  
% of shares held change : 
   5.43%  
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 :
31
 2,334,308
 13.29%
 
Increased Positions :
51
 3,036,872
 17.3%
 
Unchanged Positions :
14
 171,449
 0.98%
 
Decreased Positions :
26
-442,090
-2.52%
 
Closed Positions :
3
-38,422
-0.22%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1213 - 2023-12-31 3,038,279 $91,969,000 727,030
   BANK OF AMERICA CORP /DE/ 1132 - 2023-12-31 1,748,768 $52,935,000 841,169
   Bogart Wealth LLC 17 - 2024-03-31 808,024 $25,130,000 22,938
   Personal Resources Investment & Strategic Manageme 5 - 2024-03-31 751,186 $23,362,000 72,344
   Richard P Slaughter Associates Inc 2 - 2024-03-31 627,146 $19,504,000 243,756
   LPL FINANCIAL CORP 917 - 2023-12-31 607,984 $18,404,000 346,848
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 550 - 2024-03-31 572,572 $17,807,000 191,447
   ALPS ADVISERS INC 103 - 2023-12-31 570,475 $17,268,000 660
   Marotta Asset Management 9 - 2024-03-31 553,903 $17,226,000 87,907
   MA Private Wealth 10 - 2024-03-31 480,069 $14,930,000 66,303
   UBS Group AG 1276 - 2023-12-31 457,566 $13,851,000 82,702
   EASTERN BANK - 2023-12-31 446,995 $13,531,000 11,316
   PLANNING ALTERNATIVES LTD /ADV 13 - 2024-03-31 267,058 $8,306,000 314
   RAYMOND JAMES & ASSOCIATES 1328 - 2024-03-31 237,201 $7,377,000 204,354
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 455 - 2023-12-31 236,782 $7,167,000 57,567
   BURNS WEALTH MANAGEMENT, INC. 110 - 2023-12-31 202,667 $6,135,000 7,647
   Mason & Associates Inc 14 - 2024-03-31 196,343 $6,106,000 119,674
   AlphaCore Capital LLC 25 - 2023-12-31 189,708 $5,742,000 15,018
   Breakwater Capital Group 16 - 2024-03-31 176,951 $5,503,000 24,655
   KICKSTAND VENTURES LLC. 23 - 2023-12-31 174,054 $5,269,000 158,304
   PETRA FINANCIAL ADVISORS INC 5 - 2024-03-31 160,715 $4,998,000 1,602
   ONE Advisory Partners LLC 12 - 2024-03-31 153,021 $4,759,000 50,726
   Private Advisor Group LLC - 2024-03-31 148,992 $4,634,000 53,807
   Aptus Capital Advisors LLC 141 - 2023-12-31 150,737 $4,563,000 8,922
   GUARDIAN WEALTH ADVISORS LLC / NC 27 - 2023-12-31 150,737 $4,563,000 8,922
   KWB Wealth 27 - 2024-03-31 145,018 $4,510,000 96,644
   MCKINLEY CARTER WEALTH SERVICES, INC. 73 - 2024-03-31 139,237 $4,330,000 1,646
   Pine Valley Investments Ltd Liability Co 61 - 2023-12-31 141,562 $4,285,000 17,323
   Buttonwood Financial Group LLC 12 - 2024-03-31 132,825 $4,131,000 66,505
   Fortress Wealth Management Inc. 15 - 2024-03-31 128,670 $4,002,000 8,862
   Wealthcare Advisory Partners LLC 149 - 2024-03-31 114,970 $3,576,000 7,884
   STIFEL FINANCIAL CORP 1403 - 2023-12-31 99,045 $2,998,000 76,067
   SMITHBRIDGE ASSET MANAGEMENT INC/DE - 2024-03-31 92,555 $2,878,000 1,285
   JANNEY MONTGOMERY SCOTT LLC 991 - 2024-03-31 92,496 $2,877,000 8,788
   LEAVELL T & ASSOCIATES INC 133 - 2024-03-31 91,408 $2,843,000 13,310
   ARQ WEALTH ADVISORS LLC 21 - 2023-12-31 93,030 $2,816,000 71,178
   WADE G W & INC 148 - 2023-12-31 86,424 $2,616,000 76,202
   MML INVESTORS SERVICES LLC 880 - 2023-12-31 86,253 $2,611,000 3,750
   DAVIDSON D A & CO 439 - 2023-12-31 82,279 $2,491,000 1,653
   WealthCare Investment Partners LLC 30 - 2024-03-31 67,315 $2,094,000 46,270
   COASTLINE TRUST CO 98 - 2024-03-31 61,716 $1,919,000 43,814
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 121 - 2023-12-31 61,449 $1,860,000 52,122
   FINANCIAL NETWORK 1018 - 2023-12-31 59,088 $1,789,000 45,822
   Gladstone Institutional Advisory LLC 221 - 2023-12-31 52,945 $1,603,000 151
   SYKON CAPITAL LLC 45 - 2023-12-31 47,157 $1,427,000 1,732
   Sigma Planning Corp - 2024-03-31 38,103 $1,185,000 17,767
   REDMONT WEALTH ADVISORS LLC 16 - 2024-03-31 31,788 $989,000 11,819
   Goss Wealth Management LLC 925 - 2023-12-31 32,540 $985,000 2,245
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1736 - 2024-03-31 31,449 $978,000 21,312
   CoreCap Advisors LLC 260 - 2023-12-31 30,519 $924,000 4,077
   ATLAS CAPITAL ADVISORS LLC 179 - 2024-03-31 20,817 $647,000 308
   Brand Asset Management Group Inc. - 2024-03-31 20,328 $632,000 11,366
   THRIVENT FINANCIAL FOR LUTHERANS 2060 - 2023-12-31 20,271 $614,000 5,782
   TELOS CAPITAL MANAGEMENT, INC. 142 - 2024-03-31 16,844 $524,000 671
   Change Path LLC 395 - 2023-12-31 14,575 $441,000 2,025
   CWM LLC 1687 - 2024-03-31 4,371 $136,000 100
   Northwest Capital Management Inc 156 - 2024-03-31 4,371 $136,000 100
   COMERICA BANK 2406 - 2023-12-31 4,281 $130,000 2,643
   HARBOUR INVESTMENTS INC. 1609 - 2023-12-31 1,151 $35,000 461
   DHJJ Financial Advisors Ltd. 630 - 2024-03-31 25 $1,000 9
  60 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