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Claymore Exchange TRD FD TR

Q3 2014 vs Q4 2014

Comparing institutional holders between quarters

Quarters

Q4 2014Q3 2014Q2 2014Q1 2014Q4 2013
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Parasol Investment Management, LLC
DECREASED
Shares26,320 from 26,520
Change-200 (-1%)
Value$691 (-$9)
Filed 2015-05-15
Dubuque Bank & Trust Co
DECREASED
Shares5,680 from 6,385
Change-705 (-11%)
Value$149 (-$19)
Filed 2015-02-10
Visionary Asset Management, Inc.
NEW
Shares304
Change+304
Value$8
Filed 2015-02-04
United Capital Financial Advisors, LLC
CLOSED
Shares0 from 3,019,384
Change-3,019,384 (-100%)
Value$0 (-$79.7K)
Filed 2015-03-18
Envestnet Asset Management Inc
CLOSED
Shares0 from 3,004,793
Change-3,004,793 (-100%)
Value$0 (-$79.3K)
Filed 2015-02-12
Bank of America Corp
CLOSED
Shares0 from 621,546
Change-621,546 (-100%)
Value$0 (-$16.4K)
Filed 2015-02-13
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 598,972
Change-598,972 (-100%)
Value$0 (-$15.8K)
Filed 2015-02-12
Morgan Stanley
CLOSED
Shares0 from 424,616
Change-424,616 (-100%)
Value$0 (-$11.2K)
Filed 2015-02-13
Jefferies Group LLC
CLOSED
Shares0 from 397,935
Change-397,935 (-100%)
Value$0 (-$10.5K)
Filed 2015-02-17
Wells Fargo & Company
CLOSED
Shares0 from 192,840
Change-192,840 (-100%)
Value$0 (-$5.1K)
Filed 2015-02-11
Goldman Sachs Group Inc
CLOSED
Shares0 from 174,094
Change-174,094 (-100%)
Value$0 (-$4.6K)
Filed 2015-02-13
Cetera Advisor Networks LLC
CLOSED
Shares0 from 171,086
Change-171,086 (-100%)
Value$0 (-$4.5K)
Filed 2015-02-13
LPL Financial LLC
CLOSED
Shares0 from 168,367
Change-168,367 (-100%)
Value$0 (-$4.4K)
Filed 2015-02-13
Atwood & Palmer Inc
CLOSED
Shares0 from 163,218
Change-163,218 (-100%)
Value$0 (-$4.3K)
Filed 2015-02-17
TD Capital Management LLC
CLOSED
Shares0 from 154,018
Change-154,018 (-100%)
Value$0 (-$4.1K)
Filed 2015-01-20
Courier Capital LLC
CLOSED
Shares0 from 128,411
Change-128,411 (-100%)
Value$0 (-$3.4K)
Filed 2015-01-22
Prospera Financial Services Inc
CLOSED
Shares0 from 124,935
Change-124,935 (-100%)
Value$0 (-$3.3K)
Filed 2015-01-14
Jane Street Group, LLC
CLOSED
Shares0 from 122,549
Change-122,549 (-100%)
Value$0 (-$3.2K)
Filed 2015-02-17
Linscomb Wealth, Inc.
CLOSED
Shares0 from 82,337
Change-82,337 (-100%)
Value$0 (-$2.2K)
Filed 2015-02-04
Hengehold Capital Management LLC
CLOSED
Shares0 from 52,233
Change-52,233 (-100%)
Value$0 (-$1.4K)
Filed 2015-01-28
Davenport & Co LLC
CLOSED
Shares0 from 29,650
Change-29,650 (-100%)
Value$0 (-$782.2K)
Filed 2015-02-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED
Shares0 from 29,459
Change-29,459 (-100%)
Value$0 (-$777)
Filed 2015-02-10
HighTower Advisors, LLC
CLOSED
Shares0 from 27,630
Change-27,630 (-100%)
Value$0 (-$729)
Filed 2015-02-17
WMS Partners, LLC
CLOSED
Shares0 from 26,862
Change-26,862 (-100%)
Value$0 (-$709)
Filed 2015-02-13
Taylor, Cottrill LLC
CLOSED
Shares0 from 25,931
Change-25,931 (-100%)
Value$0 (-$684)
Filed 2015-01-30
Susquehanna International Group, LLP
CLOSED
Shares0 from 22,801
Change-22,801 (-100%)
Value$0 (-$601)
Filed 2015-02-17
Royal Bank of Canada
CLOSED
Shares0 from 18,727
Change-18,727 (-100%)
Value$0 (-$494)
Filed 2015-02-17
Ameriprise Financial Inc
CLOSED
Shares0 from 18,225
Change-18,225 (-100%)
Value$0 (-$481)
Filed 2015-02-13
Raymond James & Associates
CLOSED
Shares0 from 16,685
Change-16,685 (-100%)
Value$0 (-$440)
Filed 2015-02-11
Financial Advisory Group
CLOSED
Shares0 from 15,305
Change-15,305 (-100%)
Value$0 (-$404)
Filed 2015-01-29
Cadence Bank NA
CLOSED
Shares0 from 12,594
Change-12,594 (-100%)
Value$0 (-$332)
Filed 2015-02-04
Rockefeller Financial Services Inc
CLOSED
Shares0 from 12,327
Change-12,327 (-100%)
Value$0 (-$325)
Filed 2015-01-28
Reliance Trust Co
CLOSED
Shares0 from 12,240
Change-12,240 (-100%)
Value$0 (-$323)
Filed 2015-02-06
Deutsche Bank Ag\
CLOSED
Shares0 from 11,984
Change-11,984 (-100%)
Value$0 (-$316)
Filed 2015-02-13
Segment Wealth Management, LLC
CLOSED
Shares0 from 11,950
Change-11,950 (-100%)
Value$0 (-$315)
Filed 2015-01-28
Janney Montgomery Scott LLC
CLOSED
Shares0 from 10,932
Change-10,932 (-100%)
Value$0 (-$288.4K)
Filed 2015-02-10
EP Wealth Advisors, LLC
CLOSED
Shares0 from 9,850
Change-9,850 (-100%)
Value$0 (-$260)
Filed 2015-02-17
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 7,854
Change-7,854 (-100%)
Value$0 (-$207)
Filed 2015-02-06
Optimum Investment Advisors
CLOSED
Shares0 from 7,750
Change-7,750 (-100%)
Value$0 (-$204)
Filed 2015-02-12
Private Ocean, LLC
CLOSED
Shares0 from 3,918
Change-3,918 (-100%)
Value$0 (-$103)
Filed 2015-01-28
Ladenburg Thalmann Financial Services Inc
CLOSED
Shares0 from 3,049
Change-3,049 (-100%)
Value$0 (-$80)
Filed 2015-02-13
Gradient Investments LLC
CLOSED
Shares0 from 2,005
Change-2,005 (-100%)
Value$0 (-$53)
Filed 2015-01-15
Alexandria Capital, LLC
CLOSED
Shares0 from 1,910
Change-1,910 (-100%)
Value$0 (-$50)
Filed 2015-01-22
American International Group, Inc.
CLOSED
Shares0 from 1,280
Change-1,280 (-100%)
Value$0 (-$33.8K)
Filed 2015-02-13
Private Trust Co NA
CLOSED
Shares0 from 995
Change-995 (-100%)
Value$0 (-$26)
Filed 2015-01-28
Citigroup Inc
CLOSED
Shares0 from 870
Change-870 (-100%)
Value$0 (-$23)
Filed 2015-02-17
Jnba Financial Advisors
CLOSED
Shares0 from 600
Change-600 (-100%)
Value$0 (-$16)
Filed 2015-01-28
Private Advisor Group, LLC
CLOSED
Shares0 from 435
Change-435 (-100%)
Value$0 (-$11)
Filed 2015-02-17
Sensible Financial Planning & Management, Llc.
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$11)
Filed 2015-02-13
Ledyard National Bank
CLOSED
Shares0 from 50
Change-50 (-100%)
Value$0 (-$1)
Filed 2015-01-16
Capital Advisors, Ltd. LLC
DECREASED
Shares0 from 49,967
Change-49,967 (-100%)
Value$0 (-$1.3K)
Filed 2015-01-29
Next Financial Group, Inc
DECREASED
Shares0 from 1,980
Change-1,980 (-100%)
Value$0 (-$52)
Filed 2015-02-10
UBS AG
N/A
Shares— from 191,411
Change-191,411 (-100%)
Value—
Status
Parasol Investment Management, LLC
DECREASED26,32026,520-200-1%$700$691-$92015-05-15
Dubuque Bank & Trust Co
DECREASED5,6806,385-705-11%$168$149-$192015-02-10
Visionary Asset Management, Inc.
NEW304—+304——$8—2015-02-04
United Capital Financial Advisors, LLC
CLOSED03,019,384-3,019,384-100%$79.7K$0-$79.7K2015-03-18
Envestnet Asset Management Inc
CLOSED03,004,793-3,004,793-100%$79.3K$0-$79.3K2015-02-12
Bank of America Corp
CLOSED0621,546-621,546-100%$16.4K$0-$16.4K2015-02-13
Raymond James Financial Services Advisors, Inc.
CLOSED0598,972-598,972-100%$15.8K$0-$15.8K2015-02-12
Morgan Stanley
CLOSED0424,616-424,616-100%$11.2K$0-$11.2K2015-02-13
Jefferies Group LLC
CLOSED0397,935-397,935-100%$10.5K$0-$10.5K2015-02-17
Wells Fargo & Company
CLOSED0192,840-192,840-100%$5.1K$0-$5.1K2015-02-11
Goldman Sachs Group Inc
CLOSED0174,094-174,094-100%$4.6K$0-$4.6K2015-02-13
Cetera Advisor Networks LLC
CLOSED0171,086-171,086-100%$4.5K$0-$4.5K2015-02-13
LPL Financial LLC
CLOSED0168,367-168,367-100%$4.4K$0-$4.4K2015-02-13
Atwood & Palmer Inc
CLOSED0163,218-163,218-100%$4.3K$0-$4.3K2015-02-17
TD Capital Management LLC
CLOSED0154,018-154,018-100%$4.1K$0-$4.1K2015-01-20
Courier Capital LLC
CLOSED0128,411-128,411-100%$3.4K$0-$3.4K2015-01-22
Prospera Financial Services Inc
CLOSED0124,935-124,935-100%$3.3K$0-$3.3K2015-01-14
Jane Street Group, LLC
CLOSED0122,549-122,549-100%$3.2K$0-$3.2K2015-02-17
Linscomb Wealth, Inc.
CLOSED082,337-82,337-100%$2.2K$0-$2.2K2015-02-04
Hengehold Capital Management LLC
CLOSED052,233-52,233-100%$1.4K$0-$1.4K2015-01-28
Davenport & Co LLC
CLOSED029,650-29,650-100%$782.2K$0-$782.2K2015-02-04
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CLOSED029,459-29,459-100%$777$0-$7772015-02-10
HighTower Advisors, LLC
CLOSED027,630-27,630-100%$729$0-$7292015-02-17
WMS Partners, LLC
CLOSED026,862-26,862-100%$709$0-$7092015-02-13
Taylor, Cottrill LLC
CLOSED025,931-25,931-100%$684$0-$6842015-01-30
Susquehanna International Group, LLP
CLOSED022,801-22,801-100%$601$0-$6012015-02-17
Royal Bank of Canada
CLOSED018,727-18,727-100%$494$0-$4942015-02-17
Ameriprise Financial Inc
CLOSED018,225-18,225-100%$481$0-$4812015-02-13
Raymond James & Associates
CLOSED016,685-16,685-100%$440$0-$4402015-02-11
Financial Advisory Group
CLOSED015,305-15,305-100%$404$0-$4042015-01-29
Cadence Bank NA
CLOSED012,594-12,594-100%$332$0-$3322015-02-04
Rockefeller Financial Services Inc
CLOSED012,327-12,327-100%$325$0-$3252015-01-28
Reliance Trust Co
CLOSED012,240-12,240-100%$323$0-$3232015-02-06
Deutsche Bank Ag\
CLOSED011,984-11,984-100%$316$0-$3162015-02-13
Segment Wealth Management, LLC
CLOSED011,950-11,950-100%$315$0-$3152015-01-28
Janney Montgomery Scott LLC
CLOSED010,932-10,932-100%$288.4K$0-$288.4K2015-02-10
EP Wealth Advisors, LLC
CLOSED09,850-9,850-100%$260$0-$2602015-02-17
Cambridge Investment Research Advisors, Inc.
CLOSED07,854-7,854-100%$207$0-$2072015-02-06
Optimum Investment Advisors
CLOSED07,750-7,750-100%$204$0-$2042015-02-12
Private Ocean, LLC
CLOSED03,918-3,918-100%$103$0-$1032015-01-28
Ladenburg Thalmann Financial Services Inc
CLOSED03,049-3,049-100%$80$0-$802015-02-13
Gradient Investments LLC
CLOSED02,005-2,005-100%$53$0-$532015-01-15
Alexandria Capital, LLC
CLOSED01,910-1,910-100%$50$0-$502015-01-22
American International Group, Inc.
CLOSED01,280-1,280-100%$33.8K$0-$33.8K2015-02-13
Private Trust Co NA
CLOSED0995-995-100%$26$0-$262015-01-28
Citigroup Inc
CLOSED0870-870-100%$23$0-$232015-02-17
Jnba Financial Advisors
CLOSED0600-600-100%$16$0-$162015-01-28
Private Advisor Group, LLC
CLOSED0435-435-100%$11$0-$112015-02-17
Sensible Financial Planning & Management, Llc.
CLOSED0420-420-100%$11$0-$112015-02-13
Ledyard National Bank
CLOSED050-50-100%$1$0-$12015-01-16
Capital Advisors, Ltd. LLC
DECREASED049,967-49,967-100%$1.3K$0-$1.3K2015-01-29
Next Financial Group, Inc
DECREASED01,980-1,980-100%$52$0-$522015-02-10
UBS AG
N/A—191,411-191,411-100%$5.1K———
Showing 53 of 53 institutions