Allianzgi CON Incm 2024 Targ

Q3 2020 vs Q4 2020

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Punch & Associates Investment Management, Inc.

DECREASED

Shares908,023 from 924,489

Change-16,466 (-2%)

Value$9.1K (+$935)

Filed 2021-02-16

Morgan Stanley

INCREASED

Shares866,888 from 809,565

Change+57,323 (+7%)

Value$8.7K (+$1.5K)

Filed 2021-02-16

Wells Fargo & Company

DECREASED

Shares740,046 from 746,948

Change-6,902 (-1%)

Value$7.4K (+$819)

Filed 2021-02-09

Royal Bank of Canada

INCREASED

Shares302,807 from 292,769

Change+10,038 (+3%)

Value$3.0K (+$449)

Filed 2021-02-16

Bank of America Corp

INCREASED

Shares240,423 from 238,430

Change+1,993 (+1%)

Value$2.4K (+$304)

Filed 2021-02-10

UBS Group AG

INCREASED

Shares211,691 from 209,013

Change+2,678 (+1%)

Value$2.1K (+$276)

Filed 2021-02-11

Chicago Partners Investment Group LLC

INCREASED

Shares187,560 from 186,298

Change+1,262 (+1%)

Value$1.9K (+$171)

Filed 2021-01-27

Stifel Financial Corp

DECREASED

Shares117,939 from 169,439

Change-51,500 (-30%)

Value$1.2K (-$313)

Filed 2021-02-12

Shaker Financial Services, LLC

DECREASED

Shares102,651 from 147,668

Change-45,017 (-30%)

Value$1.0K (-$274)

Filed 2021-02-03

First Trust Advisors LP

DECREASED

Shares97,311 from 100,162

Change-2,851 (-3%)

Value$972 (+$91)

Filed 2021-02-02

Ameriprise Financial Inc

INCREASED

Shares85,762 from 83,970

Change+1,792 (+2%)

Value$857 (+$118)

Filed 2021-02-12

E&G Advisors, LLC

UNCHANGED

Shares65,800 from 65,800

Change0 (0%)

Value$657 (+$78)

Filed 2021-01-26

Steward Partners Investment Advisory, LLC

DECREASED

Shares56,529 from 107,872

Change-51,343 (-48%)

Value$565 (-$384)

Filed 2021-02-11

Raymond James & Associates

DECREASED

Shares54,479 from 96,061

Change-41,582 (-43%)

Value$544 (-$301)

Filed 2021-02-12

Wedbush Securities Inc

DECREASED

Shares32,635 from 36,395

Change-3,760 (-10%)

Value$326 (+$6)

Filed 2021-02-16

Winslow, Evans & Crocker, Inc.

DECREASED

Shares30,812 from 33,232

Change-2,420 (-7%)

Value$0 (-$292)

Filed 2021-02-03

Rivernorth Capital Management, LLC

INCREASED

Shares24,807 from 21,254

Change+3,553 (+17%)

Value$248 (+$61)

Filed 2021-02-16

Royal Fund Management, LLC

DECREASED

Shares24,249 from 26,043

Change-1,794 (-7%)

Value$242 (+$13)

Filed 2021-02-02

Cypress Wealth Services, LLC

NEW

Shares20,000

Change+20,000

Value$200

Filed 2021-01-22

Landscape Capital Management, L.L.C.

NEW

Shares18,190

Change+18,190

Value$182

Filed 2021-02-09

Commonwealth Equity Services, LLC

UNCHANGED

Shares11,900 from 11,900

Change0 (0%)

Value$118 (+$14)

Filed 2021-02-11

Arlington Capital Management Inc

NEW

Shares10,038

Change+10,038

Value$100

Filed 2021-02-12

Osaic Holdings, Inc.

DECREASED

Shares8,200 from 13,700

Change-5,500 (-40%)

Value$82 (-$38)

Filed 2021-02-10

Wolverine Asset Management LLC

DECREASED

Shares7,360 from 23,337

Change-15,977 (-68%)

Value$73 (-$132)

Filed 2021-02-12

Northwestern Mutual Wealth Management Co

NEW

Shares5,513

Change+5,513

Value$55

Filed 2021-02-12

Arkadios Wealth Advisors

NEW

Shares4,892

Change+4,892

Value$48

Filed 2021-02-09

Rockefeller Capital Management L.P.

UNCHANGED

Shares3,000 from 3,000

Change0 (0%)

Value$29 (+$3)

Filed 2021-02-12

Nfsg Corp

UNCHANGED

Shares2,500 from 2,500

Change0 (0%)

Value$25 (+$3)

Filed 2021-09-07

FNY Investment Advisers, LLC

NEW

Shares1,569

Change+1,569

Value$15

Filed 2021-01-19

Millennium Management LLC

CLOSED

Shares0 from 44,476

Change-44,476 (-100%)

Value$0 (-$391)

Filed 2021-02-16

Curi Capital, LLC

CLOSED

Shares0 from 17,911

Change-17,911 (-100%)

Value$0 (-$158)

Filed 2021-02-11

Barclays PLC

CLOSED

Shares0 from 2,677

Change-2,677 (-100%)

Value$0 (-$26)

Filed 2021-02-11

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2021-02-02

	Status
Punch & Associates Investment Management, Inc.	DECREASED	908,023	924,489	-16,466	-2%	$8.1K	$9.1K	+$935	2021-02-16
Morgan Stanley	INCREASED	866,888	809,565	+57,323	+7%	$7.1K	$8.7K	+$1.5K	2021-02-16
Wells Fargo & Company	DECREASED	740,046	746,948	-6,902	-1%	$6.6K	$7.4K	+$819	2021-02-09
Royal Bank of Canada	INCREASED	302,807	292,769	+10,038	+3%	$2.6K	$3.0K	+$449	2021-02-16
Bank of America Corp	INCREASED	240,423	238,430	+1,993	+1%	$2.1K	$2.4K	+$304	2021-02-10
UBS Group AG	INCREASED	211,691	209,013	+2,678	+1%	$1.8K	$2.1K	+$276	2021-02-11
Chicago Partners Investment Group LLC	INCREASED	187,560	186,298	+1,262	+1%	$1.7K	$1.9K	+$171	2021-01-27
Stifel Financial Corp	DECREASED	117,939	169,439	-51,500	-30%	$1.5K	$1.2K	-$313	2021-02-12
Shaker Financial Services, LLC	DECREASED	102,651	147,668	-45,017	-30%	$1.3K	$1.0K	-$274	2021-02-03
First Trust Advisors LP	DECREASED	97,311	100,162	-2,851	-3%	$881	$972	+$91	2021-02-02
Ameriprise Financial Inc	INCREASED	85,762	83,970	+1,792	+2%	$739	$857	+$118	2021-02-12
E&G Advisors, LLC	UNCHANGED	65,800	65,800	0	0%	$579	$657	+$78	2021-01-26
Steward Partners Investment Advisory, LLC	DECREASED	56,529	107,872	-51,343	-48%	$949	$565	-$384	2021-02-11
Raymond James & Associates	DECREASED	54,479	96,061	-41,582	-43%	$845	$544	-$301	2021-02-12
Wedbush Securities Inc	DECREASED	32,635	36,395	-3,760	-10%	$320	$326	+$6	2021-02-16
Winslow, Evans & Crocker, Inc.	DECREASED	30,812	33,232	-2,420	-7%	$292	$0	-$292	2021-02-03
Rivernorth Capital Management, LLC	INCREASED	24,807	21,254	+3,553	+17%	$187	$248	+$61	2021-02-16
Royal Fund Management, LLC	DECREASED	24,249	26,043	-1,794	-7%	$229	$242	+$13	2021-02-02
Cypress Wealth Services, LLC	NEW	20,000	—	+20,000	—	—	$200	—	2021-01-22
Landscape Capital Management, L.L.C.	NEW	18,190	—	+18,190	—	—	$182	—	2021-02-09
Commonwealth Equity Services, LLC	UNCHANGED	11,900	11,900	0	0%	$104	$118	+$14	2021-02-11
Arlington Capital Management Inc	NEW	10,038	—	+10,038	—	—	$100	—	2021-02-12
Osaic Holdings, Inc.	DECREASED	8,200	13,700	-5,500	-40%	$120	$82	-$38	2021-02-10
Wolverine Asset Management LLC	DECREASED	7,360	23,337	-15,977	-68%	$205	$73	-$132	2021-02-12
Northwestern Mutual Wealth Management Co	NEW	5,513	—	+5,513	—	—	$55	—	2021-02-12
Arkadios Wealth Advisors	NEW	4,892	—	+4,892	—	—	$48	—	2021-02-09
Rockefeller Capital Management L.P.	UNCHANGED	3,000	3,000	0	0%	$26	$29	+$3	2021-02-12
Nfsg Corp	UNCHANGED	2,500	2,500	0	0%	$22	$25	+$3	2021-09-07
FNY Investment Advisers, LLC	NEW	1,569	—	+1,569	—	—	$15	—	2021-01-19
Millennium Management LLC	CLOSED	0	44,476	-44,476	-100%	$391	$0	-$391	2021-02-16
Curi Capital, LLC	CLOSED	0	17,911	-17,911	-100%	$158	$0	-$158	2021-02-11
Barclays PLC	CLOSED	0	2,677	-2,677	-100%	$26	$0	-$26	2021-02-11
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2021-02-02

Showing 33 of 33 institutions