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


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    8
Total shares held : 
 2,164,427  
% of shares held : 
 24.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 548,909  
% of shares held change : 
   6.1%  
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 :
14
 190,606
 8.81%
 
Increased Positions :
35
 552,760
 25.54%
 
Unchanged Positions :
13
 51,930
 2.4%
 
Decreased Positions :
22
-118,709
-5.48%
 
Closed Positions :
6
-75,748
-3.5%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   Penserra Capital Management LLC 165 - 2024-03-31 232,598 $8,486,000 62,985
   COMMONWEALTH EQUITY SERVICES LLC. 971 - 2024-03-31 185,196 $6,757,000 -4,961
   RAYMOND JAMES & ASSOCIATES 1687 - 2024-03-31 117,475 $4,286,000 -1,076
   LPL FINANCIAL CORP 1966 - 2024-03-31 105,458 $3,848,000 28,273
   ENVESTNET ASSET MANAGEMENT INC 2289 - 2024-03-31 84,663 $3,089,000 4,089
   KESTRA PRIVATE WEALTH SERVICES LLC 295 - 2024-03-31 78,127 $2,850,000 -75,170
   MML INVESTORS SERVICES LLC 970 - 2024-03-31 65,920 $2,405,000 5,303
   Advisor Group Holdings Inc. 1553 - 2024-03-31 65,863 $2,403,000 -7,473
   THOROUGHBRED FINANCIAL SERVICES LLC 113 - 2024-03-31 53,979 $1,969,000 -16,449
   My Personal CFO LLC 26 - 2024-03-31 50,950 $1,859,000 -250
   Cetera Investment Advisers 1597 - 2024-03-31 50,890 $1,857,000 44,635
   JANNEY MONTGOMERY SCOTT LLC 1216 - 2024-03-31 47,348 $1,727,000 -2,852
   Fragasso Group Inc. 90 - 2024-03-31 44,077 $1,608,000 -3,833
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1464 - 2024-03-31 39,707 $1,449,000 -2,868
   SageView Advisory Group LLC 150 *New 2024-03-31 46,580 $1,434,000 46,580
   HIGHTOWER ADVISORS, LLC 1598 - 2024-03-31 37,433 $1,367,000 -15,242
   HPM Partners LLC 1139 - 2024-03-31 36,874 $1,345,000 1,624
   CoreCap Advisors LLC 223 - 2023-12-31 36,331 $1,268,000 1,009
   LINCOLN NATIONAL CORP 454 - 2024-03-31 33,663 $1,228,000 -146
   MULTIFINANCIAL SECURITIES CORP 1085 - 2024-03-31 31,987 $1,167,000 1,044
   MERCER GLOBAL ADVISORS INC /ADV 910 - 2024-03-31 31,318 $1,143,000 0
   WEDBUSH MORGAN SECURITIES INC 344 - 2024-03-31 30,737 $1,121,000 5,516
   Cresset Asset Management LLC 917 - 2024-03-31 30,238 $1,103,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1983 - 2024-03-31 30,241 $1,103,000 -792
   Steward Financial Group LLC 23 - 2023-09-30 31,318 $1,025,000 0
   Sigma Planning Corp 498 - 2024-03-31 27,587 $1,007,000 15,851
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 267 - 2024-03-31 25,788 $941,000 -240
   Beacon Pointe Advisors LLC 700 - 2024-03-31 25,762 $940,000 -1,821
   INTEGRAL INVESTMENT ADVISORS INC. 55 - 2024-03-31 25,634 $934,000 675
   Kestra Advisory Services LLC 1305 - 2024-03-31 24,251 $885,000 14,329
   BENJAMIN F. EDWARDS & COMPANY INC. 586 - 2024-03-31 19,475 $711,000 0
   Berkshire Money Management Inc. 40 - 2024-03-31 19,439 $709,000 -30,070
   Valtinson Bruner Financial Planning LLC 65 - 2024-03-31 17,851 $651,000 0
   Krilogy Financial LLC 174 - 2024-03-31 17,727 $647,000 -2,310
   RFG Advisory Group LLC 452 - 2024-03-31 17,461 $637,000 7,516
   FINANCIAL NETWORK 1774 - 2024-03-31 17,123 $625,000 0
   Brookstone Capital Management 580 - 2024-03-31 16,922 $617,000 -651
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 101 - 2024-03-31 16,129 $588,000 -281
   DHJJ Financial Advisors Ltd. 74 - 2024-03-31 15,950 $582,000 -1,480
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 139 - 2024-03-31 15,351 $560,000 -154
   PRINCIPAL SECURITIES INC. 624 - 2024-03-31 14,960 $546,000 0
   JANE STREET GROUP LLC 3763 - 2024-03-31 14,951 $545,000 -1,070
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3332 - 2024-03-31 14,772 $539,000 -453
   Snowden Capital Advisors LLC 744 - 2024-03-31 13,765 $502,000 -4,270
   SRS Capital Advisors Inc. 177 - 2024-03-31 13,389 $488,000 -80
   McAdam LLC 177 - 2024-03-31 12,359 $451,000 0
   AXXCESS WEALTH MANAGEMENT LLC 569 - 2024-03-31 11,889 $434,000 -13
   CRA Financial Services LLC 134 - 2024-03-31 11,730 $428,000 -1,500
   Vantage Financial Partners LLC 91 - 2024-03-31 11,193 $408,000 -439
   Beacon Financial Advisory LLC 141 - 2024-03-31 11,131 $406,000 -4,443
   ACAS LLC 51 - 2024-03-31 10,572 $386,000 -487
   BB&T CORP 2147 - 2024-03-31 10,115 $369,000 0
   Bellwether Advisors LLC 100 - 2024-03-31 9,871 $360,000 -29
   TOWNSQUARE CAPITAL LLC 956 - 2024-03-31 9,455 $345,000 -15,469
   BCS Wealth Management 176 - 2024-03-31 8,906 $325,000 -2,254
   RETIREMENT PLANNING GROUP 167 - 2024-03-31 8,753 $319,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 519 - 2024-03-31 8,565 $312,000 0
   FSA Advisors Inc. 90 - 2024-03-31 8,179 $298,000 -157
   WOLVERINE TRADING LLC 812 *New 2024-03-31 7,930 $289,000 7,930
   AdvisorNet Financial Inc 424 - 2024-03-31 7,098 $259,000 -1,750
   CITADEL ADVISORS LLC 4343 - 2024-03-31 7,011 $256,000 -11,432
   Retirement Income Solutions Inc 131 - 2024-03-31 6,459 $236,000 0
   HARBOUR INVESTMENTS INC. 824 - 2023-12-31 6,346 $222,000 -1,163
   Stratos Wealth Advisors LLC 606 - 2024-03-31 6,073 $222,000 0
   Lion Street Advisors LLC 230 - 2024-03-31 6,113 $213,000 0
   Lantz Financial LLC 200 *New 2024-03-31 5,591 $204,000 5,591
   Spire Wealth Management 868 - 2024-03-31 4,134 $151,000 -1
   Parallel Advisors LLC 1068 - 2024-03-31 3,390 $124,000 0
   ROYAL BANK OF CANADA 4494 - 2024-03-31 3,308 $121,000 -8,449
   Steward Partners Investment Advisory LLC 1662 - 2024-03-31 3,290 $120,000 0
   Sugarloaf Wealth Management LLC 222 - 2024-03-31 2,919 $107,000 0
   Sunbelt Securities Inc. 708 - 2024-03-31 2,630 $96,000 0
   Emerald Investment Partners LLC 329 - 2024-03-31 2,300 $84,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 379 *New 2022-12-31 2,725 $81,000 2,725
   Clear Point Advisors Inc. 186 - 2024-03-31 1,500 $55,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 813 - 2024-03-31 1,000 $36,000 0
   IFP Advisors Inc 1651 - 2023-12-31 1,020 $36,000 -120
   Global Trust Asset Management LLC 281 - 2024-03-31 1,000 $36,000 0
   Orion Capital Management LLC 279 - 2024-03-31 940 $34,000 0
   Capital Analysts Inc. 770 - 2024-03-31 674 $25,000 0
   KISTLERTIFFANY COMPANIES, LLC 603 - 2023-06-30 680 $23,000 0
   Sound Income Strategies LLC 817 - 2024-03-31 220 $8,000 0
   UBS Group AG 6124 - 2024-03-31 223 $8,000 -1,271
   CWM LLC 4367 *New 2024-03-31 6 $0 6
   ADVISORY SERVICES NETWORK, LLC 2890 *Closed 2024-03-31 0 $0 -4,763
   WELLS FARGO & CO/MN 6417 *Closed 2024-03-31 0 $0 -920
   Gerber Kawasaki Wealth & Investment Management 296 *Closed 2024-03-31 0 $0 -8,000
   Benchmark Investment Advisors LLC 177 *Closed 2024-03-31 0 $0 -6,166
   BCJ Capital Management LLC 419 *Closed 2024-03-31 0 $0 -6,166
   PROEQUITIES INC. 8544 - 2024-03-31 0 $0 0
   Visionary Wealth Advisors 500 *Closed 2024-03-31 0 $0 -8,055
   AE Wealth Management LLC 1868 *Closed 2024-03-31 0 $0 -14,560
   US BANCORP 4065 *Closed 2024-03-31 0 $0 -61
  93 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