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Exchange Traded Concepts TR

Q4 2022 vs Q1 2023

Comparing institutional holders between quarters

Quarters

Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
NIA Impact Advisors, LLC
UNCHANGED
Shares43,563 from 43,563
Change0 (0%)
Value$1.3M (+$105.0K)
Filed 2023-05-03
Cambridge Investment Research Advisors, Inc.
UNCHANGED
Shares22,707 from 22,707
Change0 (0%)
Value$686 (+$55)
Filed 2023-05-11
Osaic Holdings, Inc.
INCREASED
Shares16,148 from 14,101
Change+2,047 (+15%)
Value$487.8K (+$96.8K)
Filed 2023-05-12
LPL Financial LLC
INCREASED
Shares12,588 from 10,973
Change+1,615 (+15%)
Value$380.3K (+$75.2K)
Filed 2023-05-10
Royal Bank of Canada
UNCHANGED
Shares200 from 200
Change0 (0%)
Value$6.0K ($0)
Filed 2023-05-15
Wells Fargo & Company
DECREASED
Shares150 from 153
Change-3 (-2%)
Value$4.6K (+$299)
Filed 2023-05-12
UBS Group AG
DECREASED
Shares123 from 2,001
Change-1,878 (-94%)
Value$3.7K (-$51.9K)
Filed 2023-05-12
Creative Capital Management Investments LLC
NEW
Shares75
Change+75
Value$2.3K
Filed 2024-04-22
Money Concepts Capital Corp
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$11.1K)
Filed 2023-05-01
BlackRock Inc.
CLOSED
Shares0 from 114
Change-114 (-100%)
Value$0 (-$3.2K)
Filed 2023-05-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-05-15
Cornerstone Planning Group LLC
N/A
Shares— from 11,280
Change-11,280 (-100%)
Value—
Status
NIA Impact Advisors, LLC
UNCHANGED43,56343,56300%$1.2M$1.3M+$105.0K2023-05-03
Cambridge Investment Research Advisors, Inc.
UNCHANGED22,70722,70700%$631$686+$552023-05-11
Osaic Holdings, Inc.
INCREASED16,14814,101+2,047+15%$391.0K$487.8K+$96.8K2023-05-12
LPL Financial LLC
INCREASED12,58810,973+1,615+15%$305.0K$380.3K+$75.2K2023-05-10
Royal Bank of Canada
UNCHANGED20020000%$6.0K$6.0K$02023-05-15
Wells Fargo & Company
DECREASED150153-3-2%$4.3K$4.6K+$2992023-05-12
UBS Group AG
DECREASED1232,001-1,878-94%$55.6K$3.7K-$51.9K2023-05-12
Creative Capital Management Investments LLC
NEW75—+75——$2.3K—2024-04-22
Money Concepts Capital Corp
CLOSED0400-400-100%$11.1K$0-$11.1K2023-05-01
BlackRock Inc.
CLOSED0114-114-100%$3.2K$0-$3.2K2023-05-12
Proequities, Inc.
UNCHANGED000—$0$0$02023-05-15
Cornerstone Planning Group LLC
N/A—11,280-11,280-100%$315.6K———
Showing 12 of 12 institutions