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Fiduciary Claymore Engry INF

Q3 2021 vs Q4 2021

Comparing institutional holders between quarters

Quarters

Q4 2021Q3 2021Q2 2021Q1 2021Q4 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cornerstone Advisory, LLC
INCREASED
Shares193,977 from 181,589
Change+12,388 (+7%)
Value$2.0K (+$76)
Filed 2022-02-23
WNY Asset Management, LLC
INCREASED
Shares151,734 from 115,720
Change+36,014 (+31%)
Value$1.6K (+$339)
Filed 2022-02-15
Bank of America Corp
INCREASED
Shares109,908 from 85,728
Change+24,180 (+28%)
Value$1.1K (+$226)
Filed 2022-02-08
Private Wealth Strategies, L.L.C.
DECREASED
Shares109,331 from 126,531
Change-17,200 (-14%)
Value$1.1K (-$215)
Filed 2022-01-24
Morgan Stanley
INCREASED
Shares93,442 from 77,028
Change+16,414 (+21%)
Value$968 (+$148)
Filed 2022-02-14
Saba Capital Management, L.P.A
NEW
Shares87,605
Change+87,605
Value$908
Filed 2022-02-14
Commonwealth Equity Services, LLC
INCREASED
Shares79,633 from 79,431
Change+202 (+0%)
Value$825 (-$20)
Filed 2022-01-31
Matisse Capital
NEW
Shares77,845
Change+77,845
Value$806
Filed 2022-02-04
Royal Bank of Canada
INCREASED
Shares72,426 from 42,180
Change+30,246 (+72%)
Value$750 (+$301)
Filed 2022-02-14
Wolverine Asset Management LLC
INCREASED
Shares57,337 from 17,702
Change+39,635 (+224%)
Value$594 (+$406)
Filed 2022-02-09
Quantedge Capital Pte Ltd
INCREASED
Shares51,263 from 32,803
Change+18,460 (+56%)
Value$531 (+$182)
Filed 2022-02-11
Osaic Holdings, Inc.
INCREASED
Shares41,847 from 40,028
Change+1,819 (+5%)
Value$434 (+$8)
Filed 2022-02-03
Kayne Anderson Capital Advisors LP
UNCHANGED
Shares39,555 from 39,555
Change0 (0%)
Value$410 (-$11)
Filed 2022-02-07
180 Wealth Advisors, LLC
INCREASED
Shares24,974 from 24,927
Change+47 (+0%)
Value$272 (-$19)
Filed 2022-01-26
Raymond James & Associates
INCREASED
Shares19,992 from 17,490
Change+2,502 (+14%)
Value$207 (+$21)
Filed 2022-02-08
Eidelman Virant Capital
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$103 (-$4)
Filed 2022-02-01
UBS Group AG
DECREASED
Shares9,900 from 12,453
Change-2,553 (-20%)
Value$103 (-$30)
Filed 2022-02-14
Wells Fargo & Company
INCREASED
Shares6,745 from 4,282
Change+2,463 (+58%)
Value$70 (+$25)
Filed 2022-02-14
PNC Financial Services Group, Inc.
INCREASED
Shares3,169 from 100
Change+3,069 (+3069%)
Value$33 (+$32)
Filed 2022-02-11
Spire Wealth Management
DECREASED
Shares1,541 from 1,953
Change-412 (-21%)
Value$16 (-$5)
Filed 2022-01-14
American Portfolios Advisors
INCREASED
Shares1,011 from 11
Change+1,000 (+9091%)
Value$10.5K (+$10.4K)
Filed 2023-03-21
Northwestern Mutual Wealth Management Co
DECREASED
Shares700 from 1,145
Change-445 (-39%)
Value$7 (-$5)
Filed 2022-02-03
Carolinas Wealth Consulting LLC
UNCHANGED
Shares598 from 598
Change0 (0%)
Value$6 ($0)
Filed 2022-02-14
Geneos Wealth Management Inc.
UNCHANGED
Shares435 from 435
Change0 (0%)
Value$4 ($0)
Filed 2022-02-09
RGT Capital Management, Ltd.
NEW
Shares307
Change+307
Value$3
Filed 2022-02-11
Benjamin F. Edwards & Company, Inc.
NEW
Shares230
Change+230
Value$2
Filed 2022-02-07
Institutional & Family Asset Management, LLC
INCREASED
Shares161 from 157
Change+4 (+3%)
Value$2 ($0)
Filed 2022-02-14
Harbour Investments, Inc.
UNCHANGED
Shares160 from 160
Change0 (0%)
Value$2 ($0)
Filed 2022-02-16
Truvestments Capital LLC
DECREASED
Shares150 from 192
Change-42 (-22%)
Value$2 ($0)
Filed 2022-02-14
Caldwell Trust Co
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1.0K (-$29)
Filed 2025-10-02
Tradewinds Capital Management, LLC
UNCHANGED
Shares95 from 95
Change0 (0%)
Value$1 ($0)
Filed 2022-02-02
Rockefeller Capital Management L.P.
UNCHANGED
Shares70 from 70
Change0 (0%)
Value$0 ($0)
Filed 2022-02-14
Optimum Investment Advisors
DECREASED
Shares60 from 160
Change-100 (-62%)
Value$1 (-$1)
Filed 2022-03-17
Hudock, Inc.
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$0 ($0)
Filed 2022-01-19
Whittier Trust Co
UNCHANGED
Shares49 from 49
Change0 (0%)
Value$1 ($0)
Filed 2022-01-19
Parkside Financial Bank & Trust
INCREASED
Shares40 from 39
Change+1 (+3%)
Value$0 ($0)
Filed 2022-03-01
Tower Research Capital LLC (TRC)
NEW
Shares20
Change+20
Value$0
Filed 2022-02-14
JJJ Advisors Inc.
NEW
Shares14
Change+14
Value$0
Filed 2022-02-02
Ameriprise Financial Inc
CLOSED
Shares0 from 28,687
Change-28,687 (-100%)
Value$0 (-$306)
Filed 2022-02-14
SIT Investment Associates Inc
CLOSED
Shares0 from 25,847
Change-25,847 (-100%)
Value$0 (-$275)
Filed 2022-02-11
FNY Investment Advisers, LLC
CLOSED
Shares0 from 650
Change-650 (-100%)
Value$0 (-$6)
Filed 2022-02-01
Ranch Capital Advisors Inc.
CLOSED
Shares0 from 420
Change-420 (-100%)
Value$0 (-$4)
Filed 2022-02-08
Clearview Wealth Advisors LLC
CLOSED
Shares0 from 140
Change-140 (-100%)
Value$0 (-$1)
Filed 2022-02-02
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-02-07
Status
Cornerstone Advisory, LLC
INCREASED193,977181,589+12,388+7%$1.9K$2.0K+$762022-02-23
WNY Asset Management, LLC
INCREASED151,734115,720+36,014+31%$1.2K$1.6K+$3392022-02-15
Bank of America Corp
INCREASED109,90885,728+24,180+28%$913$1.1K+$2262022-02-08
Private Wealth Strategies, L.L.C.
DECREASED109,331126,531-17,200-14%$1.3K$1.1K-$2152022-01-24
Morgan Stanley
INCREASED93,44277,028+16,414+21%$820$968+$1482022-02-14
Saba Capital Management, L.P.A
NEW87,605—+87,605——$908—2022-02-14
Commonwealth Equity Services, LLC
INCREASED79,63379,431+202+0%$845$825-$202022-01-31
Matisse Capital
NEW77,845—+77,845——$806—2022-02-04
Royal Bank of Canada
INCREASED72,42642,180+30,246+72%$449$750+$3012022-02-14
Wolverine Asset Management LLC
INCREASED57,33717,702+39,635+224%$188$594+$4062022-02-09
Quantedge Capital Pte Ltd
INCREASED51,26332,803+18,460+56%$349$531+$1822022-02-11
Osaic Holdings, Inc.
INCREASED41,84740,028+1,819+5%$426$434+$82022-02-03
Kayne Anderson Capital Advisors LP
UNCHANGED39,55539,55500%$421$410-$112022-02-07
180 Wealth Advisors, LLC
INCREASED24,97424,927+47+0%$291$272-$192022-01-26
Raymond James & Associates
INCREASED19,99217,490+2,502+14%$186$207+$212022-02-08
Eidelman Virant Capital
UNCHANGED10,00010,00000%$107$103-$42022-02-01
UBS Group AG
DECREASED9,90012,453-2,553-20%$133$103-$302022-02-14
Wells Fargo & Company
INCREASED6,7454,282+2,463+58%$45$70+$252022-02-14
PNC Financial Services Group, Inc.
INCREASED3,169100+3,069+3069%$1$33+$322022-02-11
Spire Wealth Management
DECREASED1,5411,953-412-21%$21$16-$52022-01-14
American Portfolios Advisors
INCREASED1,01111+1,000+9091%$117$10.5K+$10.4K2023-03-21
Northwestern Mutual Wealth Management Co
DECREASED7001,145-445-39%$12$7-$52022-02-03
Carolinas Wealth Consulting LLC
UNCHANGED59859800%$6$6$02022-02-14
Geneos Wealth Management Inc.
UNCHANGED43543500%$4$4$02022-02-09
RGT Capital Management, Ltd.
NEW307—+307——$3—2022-02-11
Benjamin F. Edwards & Company, Inc.
NEW230—+230——$2—2022-02-07
Institutional & Family Asset Management, LLC
INCREASED161157+4+3%$2$2$02022-02-14
Harbour Investments, Inc.
UNCHANGED16016000%$2$2$02022-02-16
Truvestments Capital LLC
DECREASED150192-42-22%$2$2$02022-02-14
Caldwell Trust Co
UNCHANGED10010000%$1.1K$1.0K-$292025-10-02
Tradewinds Capital Management, LLC
UNCHANGED959500%$1$1$02022-02-02
Rockefeller Capital Management L.P.
UNCHANGED707000%$0$0$02022-02-14
Optimum Investment Advisors
DECREASED60160-100-62%$2$1-$12022-03-17
Hudock, Inc.
UNCHANGED525200%$0$0$02022-01-19
Whittier Trust Co
UNCHANGED494900%$1$1$02022-01-19
Parkside Financial Bank & Trust
INCREASED4039+1+3%$0$0$02022-03-01
Tower Research Capital LLC (TRC)
NEW20—+20——$0—2022-02-14
JJJ Advisors Inc.
NEW14—+14——$0—2022-02-02
Ameriprise Financial Inc
CLOSED028,687-28,687-100%$306$0-$3062022-02-14
SIT Investment Associates Inc
CLOSED025,847-25,847-100%$275$0-$2752022-02-11
FNY Investment Advisers, LLC
CLOSED0650-650-100%$6$0-$62022-02-01
Ranch Capital Advisors Inc.
CLOSED0420-420-100%$4$0-$42022-02-08
Clearview Wealth Advisors LLC
CLOSED0140-140-100%$1$0-$12022-02-02
Proequities, Inc.
UNCHANGED000—$0$0$02022-02-07
Showing 44 of 44 institutions