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Exchange Listed FDS TR

Q1 2020 vs Q2 2020

Comparing institutional holders between quarters

Quarters

Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Capital Planning Advisors, LLC
INCREASED
Shares228,754 from 225,542
Change+3,212 (+1%)
Value$7.9K (+$1.4K)
Filed 2020-08-06
Fluent Financial, LLC
DECREASED
Shares53,970 from 54,447
Change-477 (-1%)
Value$1.9K (+$298)
Filed 2020-07-15
Debussy Capital Management LP
DECREASED
Shares49,934 from 51,723
Change-1,789 (-3%)
Value$1.9K (+$365)
Filed 2020-08-13
Royal Bank of Canada
UNCHANGED
Shares5,412 from 5,412
Change0 (0%)
Value$183 (+$27)
Filed 2020-08-14
Carroll Financial Associates, Inc.
CLOSED
Shares0 from 2,334,106
Change-2,334,106 (-100%)
Value$0 (-$67.3K)
Filed 2020-07-09
Cetera Advisor Networks LLC
CLOSED
Shares0 from 756,038
Change-756,038 (-100%)
Value$0 (-$21.8K)
Filed 2020-08-13
HighTower Advisors, LLC
CLOSED
Shares0 from 301,461
Change-301,461 (-100%)
Value$0 (-$8.7K)
Filed 2020-08-10
CIBC World Market Inc.
CLOSED
Shares0 from 87,777
Change-87,777 (-100%)
Value$0 (-$2.5K)
Filed 2020-08-13
LPL Financial LLC
CLOSED
Shares0 from 37,907
Change-37,907 (-100%)
Value$0 (-$1.1K)
Filed 2020-08-13
Harbor Investment Advisory, LLC
CLOSED
Shares0 from 33,931
Change-33,931 (-100%)
Value$0 (-$978)
Filed 2020-07-16
Jane Street Group, LLC
CLOSED
Shares0 from 29,414
Change-29,414 (-100%)
Value$0 (-$848)
Filed 2020-08-17
Raymond James & Associates
CLOSED
Shares0 from 26,975
Change-26,975 (-100%)
Value$0 (-$778)
Filed 2020-07-28
Osaic Holdings, Inc.
CLOSED
Shares0 from 17,296
Change-17,296 (-100%)
Value$0 (-$1)
Filed 2020-08-14
Vantage Financial Partners Ltd., Inc.
CLOSED
Shares0 from 13,700
Change-13,700 (-100%)
Value$0 (-$395)
Filed 2020-08-07
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 12,652
Change-12,652 (-100%)
Value$0 (-$364)
Filed 2020-08-12
UBS Group AG
CLOSED
Shares0 from 5,899
Change-5,899 (-100%)
Value$0 (-$170)
Filed 2020-07-31
Arkadios Wealth Advisors
CLOSED
Shares0 from 1,000
Change-1,000 (-100%)
Value$0 (-$28.8K)
Filed 2020-08-10
Advisory Services Network, LLC
CLOSED
Shares0 from 875
Change-875 (-100%)
Value$0 (-$25)
Filed 2020-08-10
Wells Fargo & Company
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2020-08-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-08-13
Status
Capital Planning Advisors, LLC
INCREASED228,754225,542+3,212+1%$6.5K$7.9K+$1.4K2020-08-06
Fluent Financial, LLC
DECREASED53,97054,447-477-1%$1.6K$1.9K+$2982020-07-15
Debussy Capital Management LP
DECREASED49,93451,723-1,789-3%$1.5K$1.9K+$3652020-08-13
Royal Bank of Canada
UNCHANGED5,4125,41200%$156$183+$272020-08-14
Carroll Financial Associates, Inc.
CLOSED02,334,106-2,334,106-100%$67.3K$0-$67.3K2020-07-09
Cetera Advisor Networks LLC
CLOSED0756,038-756,038-100%$21.8K$0-$21.8K2020-08-13
HighTower Advisors, LLC
CLOSED0301,461-301,461-100%$8.7K$0-$8.7K2020-08-10
CIBC World Market Inc.
CLOSED087,777-87,777-100%$2.5K$0-$2.5K2020-08-13
LPL Financial LLC
CLOSED037,907-37,907-100%$1.1K$0-$1.1K2020-08-13
Harbor Investment Advisory, LLC
CLOSED033,931-33,931-100%$978$0-$9782020-07-16
Jane Street Group, LLC
CLOSED029,414-29,414-100%$848$0-$8482020-08-17
Raymond James & Associates
CLOSED026,975-26,975-100%$778$0-$7782020-07-28
Osaic Holdings, Inc.
CLOSED017,296-17,296-100%$1$0-$12020-08-14
Vantage Financial Partners Ltd., Inc.
CLOSED013,700-13,700-100%$395$0-$3952020-08-07
Commonwealth Equity Services, LLC
CLOSED012,652-12,652-100%$364$0-$3642020-08-12
UBS Group AG
CLOSED05,899-5,899-100%$170$0-$1702020-07-31
Arkadios Wealth Advisors
CLOSED01,000-1,000-100%$28.8K$0-$28.8K2020-08-10
Advisory Services Network, LLC
CLOSED0875-875-100%$25$0-$252020-08-10
Wells Fargo & Company
CLOSED01-1-100%$0$0$02020-08-13
Proequities, Inc.
UNCHANGED000—$0$0$02020-08-13
Showing 20 of 20 institutions