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Q2 2017 vs Q3 2017

Comparing institutional holders between quarters

Quarters

Q3 2017Q2 2017Q1 2017Q4 2016Q3 2016
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Bank of America Corp
INCREASED
Shares557,077 from 549,004
Change+8,073 (+1%)
Value$13.8K (+$181)
Filed 2017-11-14
United Capital Financial Advisors, LLC
INCREASED
Shares521,644 from 503,632
Change+18,012 (+4%)
Value$12.9K (+$430)
Filed 2017-11-14
Morgan Stanley
DECREASED
Shares404,110 from 464,250
Change-60,140 (-13%)
Value$10.0K (-$1.5K)
Filed 2017-11-14
UBS Group AG
DECREASED
Shares274,291 from 283,655
Change-9,364 (-3%)
Value$6.8K (-$242)
Filed 2017-11-14
Ameriprise Financial Inc
INCREASED
Shares215,652 from 215,009
Change+643 (+0%)
Value$5.3K (+$5)
Filed 2017-11-07
MV Capital Management, Inc.
INCREASED
Shares213,340 from 184,789
Change+28,551 (+15%)
Value$5.3K (+$702)
Filed 2017-11-15
LPL Financial LLC
INCREASED
Shares187,656 from 178,743
Change+8,913 (+5%)
Value$4.7K (+$215)
Filed 2017-11-14
Private Advisor Group, LLC
INCREASED
Shares184,764 from 172,790
Change+11,974 (+7%)
Value$4.6K (+$290)
Filed 2017-11-13
Telemus Capital, LLC
INCREASED
Shares158,842 from 86,562
Change+72,280 (+84%)
Value$3.9K (+$1.8K)
Filed 2017-11-08
Royal Bank of Canada
INCREASED
Shares95,197 from 91,781
Change+3,416 (+4%)
Value$2.4K (+$81)
Filed 2017-11-14
Wells Fargo & Company
INCREASED
Shares90,040 from 84,135
Change+5,905 (+7%)
Value$2.2K (+$143)
Filed 2017-11-09
Raymond James Financial Services Advisors, Inc.
INCREASED
Shares77,024 from 76,860
Change+164 (+0%)
Value$1.9K (+$1)
Filed 2017-10-26
US Bancorp \de\
INCREASED
Shares67,982 from 55,771
Change+12,211 (+22%)
Value$1.7K (+$301)
Filed 2017-11-13
Wolverine Trading, LLC
INCREASED
Shares65,284 from 31,674
Change+33,610 (+106%)
Value$1.6K (+$833)
Filed 2017-11-15
Lenox Wealth Management, Inc.
INCREASED
Shares61,184 from 49,190
Change+11,994 (+24%)
Value$1.5K (+$296)
Filed 2017-11-14
Commonwealth Equity Services, Inc
DECREASED
Shares60,769 from 63,024
Change-2,255 (-4%)
Value$1.5K (-$58)
Filed 2018-02-16
Vicus Capital
DECREASED
Shares56,713 from 60,835
Change-4,122 (-7%)
Value$1.4K (-$105)
Filed 2017-10-27
Susquehanna International Group, LLP
INCREASED
Shares45,257 from 25,466
Change+19,791 (+78%)
Value$1.1K (+$490)
Filed 2017-11-20
Baird Financial Group, Inc.
DECREASED
Shares40,590 from 41,635
Change-1,045 (-3%)
Value$1.0K (-$28)
Filed 2017-11-14
Ritholtz Wealth Management
DECREASED
Shares30,404 from 33,058
Change-2,654 (-8%)
Value$754 (-$68)
Filed 2017-10-17
Patriot Financial Group Insurance Agency, LLC
INCREASED
Shares25,727 from 23,182
Change+2,545 (+11%)
Value$638 (+$62)
Filed 2017-10-26
Brookstone Capital Management
DECREASED
Shares24,433 from 26,615
Change-2,182 (-8%)
Value$606 (-$55)
Filed 2017-10-31
Raymond James & Associates
INCREASED
Shares23,682 from 21,302
Change+2,380 (+11%)
Value$588 (+$59)
Filed 2017-11-13
Mariner, LLC
NEW
Shares17,164
Change+17,164
Value$426
Filed 2017-11-14
Fairview Capital Investment Management, LLC
UNCHANGED
Shares16,775 from 16,775
Change0 (0%)
Value$416 (-$1)
Filed 2017-11-13
Sowell Financial Services LLC
DECREASED
Shares16,301 from 38,704
Change-22,403 (-58%)
Value$404 (-$557)
Filed 2017-11-07
Jane Street Group, LLC
NEW
Shares15,735
Change+15,735
Value$390
Filed 2017-11-14
Courier Capital LLC
DECREASED
Shares12,400 from 14,400
Change-2,000 (-14%)
Value$308 (-$50)
Filed 2017-11-03
Whitegate Investment Counselors, Inc.
UNCHANGED
Shares11,200 from 11,200
Change0 (0%)
Value$278 ($0)
Filed 2017-10-19
Bank of New York Mellon Corp
DECREASED
Shares11,060 from 24,465
Change-13,405 (-55%)
Value$274 (-$334)
Filed 2017-11-06
Great Lakes Advisors, LLC
UNCHANGED
Shares9,790 from 9,790
Change0 (0%)
Value$243 ($0)
Filed 2017-11-13
RDL Financial Inc
DECREASED
Shares9,440 from 12,350
Change-2,910 (-24%)
Value$234 (-$73)
Filed 2017-10-23
Stratos Wealth Partners, Ltd.
DECREASED
Shares9,100 from 10,800
Change-1,700 (-16%)
Value$226 (-$42)
Filed 2017-11-07
Advisor Group, Inc.
INCREASED
Shares5,098 from 98
Change+5,000 (+5102%)
Value$126 (+$124)
Filed 2017-11-06
IFP Advisors, Inc
INCREASED
Shares4,875 from 4,435
Change+440 (+10%)
Value$121 (+$11)
Filed 2017-10-30
Ladenburg Thalmann Financial Services Inc
DECREASED
Shares4,548 from 14,153
Change-9,605 (-68%)
Value$113 (-$239)
Filed 2017-11-15
Proficio Capital Partners LLC
UNCHANGED
Shares2,407 from 2,407
Change0 (0%)
Value$60 ($0)
Filed 2017-11-14
Advisory Services Network, LLC
DECREASED
Shares2,265 from 2,670
Change-405 (-15%)
Value$56 (-$10)
Filed 2017-10-12
Exchange Capital Management, Inc.
UNCHANGED
Shares1,232 from 1,232
Change0 (0%)
Value$31 ($0)
Filed 2017-11-02
AlphaMark Advisors, LLC
NEW
Shares200
Change+200
Value$5
Filed 2017-11-02
BlackRock Inc.
UNCHANGED
Shares124 from 124
Change0 (0%)
Value$3 ($0)
Filed 2017-11-14
Fifth Third Bancorp
UNCHANGED
Shares43 from 43
Change0 (0%)
Value$1 ($0)
Filed 2017-11-14
Freedom Investment Management, Inc.
CLOSED
Shares0 from 60,131
Change-60,131 (-100%)
Value$0 (-$1.5K)
Filed 2017-10-03
Citadel Advisors LLC
CLOSED
Shares0 from 19,614
Change-19,614 (-100%)
Value$0 (-$487)
Filed 2017-11-09
Guidant Wealth Advisors
CLOSED
Shares0 from 2,892
Change-2,892 (-100%)
Value$0 (-$71)
Filed 2017-10-24
D.A. Davidson & Co.
CLOSED
Shares0 from 800
Change-800 (-100%)
Value$0 (-$19)
Filed 2017-11-08
Butensky & Cohen Financial Security, Inc
CLOSED
Shares0 from 52
Change-52 (-100%)
Value$0 (-$1)
Filed 2017-10-20
Creative Financial Designs Inc
CLOSED
Shares0 from 8
Change-8 (-100%)
Value$0 ($0)
Filed 2018-05-02
SEI Investments Co
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2017-11-06
KCG Holdings, Inc.
N/A
Shares— from 33,158
Change-33,158 (-100%)
Value—
Status
Bank of America Corp
INCREASED557,077549,004+8,073+1%$13.6K$13.8K+$1812017-11-14
United Capital Financial Advisors, LLC
INCREASED521,644503,632+18,012+4%$12.5K$12.9K+$4302017-11-14
Morgan Stanley
DECREASED404,110464,250-60,140-13%$11.5K$10.0K-$1.5K2017-11-14
UBS Group AG
DECREASED274,291283,655-9,364-3%$7.0K$6.8K-$2422017-11-14
Ameriprise Financial Inc
INCREASED215,652215,009+643+0%$5.3K$5.3K+$52017-11-07
MV Capital Management, Inc.
INCREASED213,340184,789+28,551+15%$4.6K$5.3K+$7022017-11-15
LPL Financial LLC
INCREASED187,656178,743+8,913+5%$4.4K$4.7K+$2152017-11-14
Private Advisor Group, LLC
INCREASED184,764172,790+11,974+7%$4.3K$4.6K+$2902017-11-13
Telemus Capital, LLC
INCREASED158,84286,562+72,280+84%$2.2K$3.9K+$1.8K2017-11-08
Royal Bank of Canada
INCREASED95,19791,781+3,416+4%$2.3K$2.4K+$812017-11-14
Wells Fargo & Company
INCREASED90,04084,135+5,905+7%$2.1K$2.2K+$1432017-11-09
Raymond James Financial Services Advisors, Inc.
INCREASED77,02476,860+164+0%$1.9K$1.9K+$12017-10-26
US Bancorp \de\
INCREASED67,98255,771+12,211+22%$1.4K$1.7K+$3012017-11-13
Wolverine Trading, LLC
INCREASED65,28431,674+33,610+106%$787$1.6K+$8332017-11-15
Lenox Wealth Management, Inc.
INCREASED61,18449,190+11,994+24%$1.2K$1.5K+$2962017-11-14
Commonwealth Equity Services, Inc
DECREASED60,76963,024-2,255-4%$1.6K$1.5K-$582018-02-16
Vicus Capital
DECREASED56,71360,835-4,122-7%$1.5K$1.4K-$1052017-10-27
Susquehanna International Group, LLP
INCREASED45,25725,466+19,791+78%$633$1.1K+$4902017-11-20
Baird Financial Group, Inc.
DECREASED40,59041,635-1,045-3%$1.0K$1.0K-$282017-11-14
Ritholtz Wealth Management
DECREASED30,40433,058-2,654-8%$822$754-$682017-10-17
Patriot Financial Group Insurance Agency, LLC
INCREASED25,72723,182+2,545+11%$576$638+$622017-10-26
Brookstone Capital Management
DECREASED24,43326,615-2,182-8%$661$606-$552017-10-31
Raymond James & Associates
INCREASED23,68221,302+2,380+11%$529$588+$592017-11-13
Mariner, LLC
NEW17,164—+17,164——$426—2017-11-14
Fairview Capital Investment Management, LLC
UNCHANGED16,77516,77500%$417$416-$12017-11-13
Sowell Financial Services LLC
DECREASED16,30138,704-22,403-58%$961$404-$5572017-11-07
Jane Street Group, LLC
NEW15,735—+15,735——$390—2017-11-14
Courier Capital LLC
DECREASED12,40014,400-2,000-14%$358$308-$502017-11-03
Whitegate Investment Counselors, Inc.
UNCHANGED11,20011,20000%$278$278$02017-10-19
Bank of New York Mellon Corp
DECREASED11,06024,465-13,405-55%$608$274-$3342017-11-06
Great Lakes Advisors, LLC
UNCHANGED9,7909,79000%$243$243$02017-11-13
RDL Financial Inc
DECREASED9,44012,350-2,910-24%$307$234-$732017-10-23
Stratos Wealth Partners, Ltd.
DECREASED9,10010,800-1,700-16%$268$226-$422017-11-07
Advisor Group, Inc.
INCREASED5,09898+5,000+5102%$2$126+$1242017-11-06
IFP Advisors, Inc
INCREASED4,8754,435+440+10%$110$121+$112017-10-30
Ladenburg Thalmann Financial Services Inc
DECREASED4,54814,153-9,605-68%$352$113-$2392017-11-15
Proficio Capital Partners LLC
UNCHANGED2,4072,40700%$60$60$02017-11-14
Advisory Services Network, LLC
DECREASED2,2652,670-405-15%$66$56-$102017-10-12
Exchange Capital Management, Inc.
UNCHANGED1,2321,23200%$31$31$02017-11-02
AlphaMark Advisors, LLC
NEW200—+200——$5—2017-11-02
BlackRock Inc.
UNCHANGED12412400%$3$3$02017-11-14
Fifth Third Bancorp
UNCHANGED434300%$1$1$02017-11-14
Freedom Investment Management, Inc.
CLOSED060,131-60,131-100%$1.5K$0-$1.5K2017-10-03
Citadel Advisors LLC
CLOSED019,614-19,614-100%$487$0-$4872017-11-09
Guidant Wealth Advisors
CLOSED02,892-2,892-100%$71$0-$712017-10-24
D.A. Davidson & Co.
CLOSED0800-800-100%$19$0-$192017-11-08
Butensky & Cohen Financial Security, Inc
CLOSED052-52-100%$1$0-$12017-10-20
Creative Financial Designs Inc
CLOSED08-8-100%$0$0$02018-05-02
SEI Investments Co
CLOSED01-1-100%$0$0$02017-11-06
KCG Holdings, Inc.
N/A—33,158-33,158-100%$824———
Showing 50 of 50 institutions