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Exchange Listed FDS TR

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Raymond James & Associates
DECREASED
Shares13,342 from 81,735
Change-68,393 (-84%)
Value$273.2K (-$1.5M)
Filed 2024-01-16
Jamison Private Wealth Management, Inc.
NEW
Shares303
Change+303
Value$6.2K
Filed 2024-01-17
Wealth Enhancement Advisory Services, LLC
CLOSED
Shares0 from 276,823
Change-276,823 (-100%)
Value$0 (-$5.9M)
Filed 2024-01-30
Baugh & Associates, LLC
CLOSED
Shares0 from 70,147
Change-70,147 (-100%)
Value$0 (-$1.5M)
Filed 2024-01-10
Susquehanna International Group, LLP
CLOSED
Shares0 from 50,466
Change-50,466 (-100%)
Value$0 (-$1.1M)
Filed 2024-02-14
LPL Financial LLC
CLOSED
Shares0 from 47,880
Change-47,880 (-100%)
Value$0 (-$1.0M)
Filed 2024-02-14
Cetera Advisor Networks LLC
CLOSED
Shares0 from 19,189
Change-19,189 (-100%)
Value$0 (-$410.0K)
Filed 2024-02-13
Kestra Advisory Services, LLC
CLOSED
Shares0 from 12,198
Change-12,198 (-100%)
Value$0 (-$260.6K)
Filed 2024-02-14
Osaic Holdings, Inc.
CLOSED
Shares0 from 550
Change-550 (-100%)
Value$0 (-$11.8K)
Filed 2024-02-12
NewEdge Advisors, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$4.3K)
Filed 2024-02-13
UBS Group AG
CLOSED
Shares0 from 28
Change-28 (-100%)
Value$0 (-$598)
Filed 2024-02-09
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Status
Raymond James & Associates
DECREASED13,34281,735-68,393-84%$1.7M$273.2K-$1.5M2024-01-16
Jamison Private Wealth Management, Inc.
NEW303—+303——$6.2K—2024-01-17
Wealth Enhancement Advisory Services, LLC
CLOSED0276,823-276,823-100%$5.9M$0-$5.9M2024-01-30
Baugh & Associates, LLC
CLOSED070,147-70,147-100%$1.5M$0-$1.5M2024-01-10
Susquehanna International Group, LLP
CLOSED050,466-50,466-100%$1.1M$0-$1.1M2024-02-14
LPL Financial LLC
CLOSED047,880-47,880-100%$1.0M$0-$1.0M2024-02-14
Cetera Advisor Networks LLC
CLOSED019,189-19,189-100%$410.0K$0-$410.0K2024-02-13
Kestra Advisory Services, LLC
CLOSED012,198-12,198-100%$260.6K$0-$260.6K2024-02-14
Osaic Holdings, Inc.
CLOSED0550-550-100%$11.8K$0-$11.8K2024-02-12
NewEdge Advisors, LLC
CLOSED0200-200-100%$4.3K$0-$4.3K2024-02-13
UBS Group AG
CLOSED028-28-100%$598$0-$5982024-02-09
Proequities, Inc.
CLOSED000—$0$0$02024-02-07
Showing 12 of 12 institutions