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Salient MLP & Energy Infrstr

Q2 2014 vs Q3 2014

Comparing institutional holders between quarters

Quarters

Q3 2014Q2 2014Q1 2014Q4 2013Q3 2013
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Guggenheim Capital LLC
INCREASED
Shares657,029 from 480,606
Change+176,423 (+37%)
Value$22.0K (+$5.7K)
Filed 2014-11-17
Advisors Asset Management, Inc.
DECREASED
Shares479,123 from 510,424
Change-31,301 (-6%)
Value$16.0K (-$1.2K)
Filed 2014-11-13
Invesco Ltd.
INCREASED
Shares152,033 from 84,333
Change+67,700 (+80%)
Value$5.1K (+$2.2K)
Filed 2014-11-14
Stifel Financial Corp
DECREASED
Shares42,675 from 42,811
Change-136 (0%)
Value$1.4K (-$20)
Filed 2014-11-13
Wells Fargo & Company
INCREASED
Shares39,088 from 33,991
Change+5,097 (+15%)
Value$1.3K (+$158)
Filed 2014-11-06
UBS AG
INCREASED
Shares30,833 from 17,171
Change+13,662 (+80%)
Value$1.0K (+$451)
Filed 2014-11-12
Davenport & Co LLC
INCREASED
Shares28,535 from 26,410
Change+2,125 (+8%)
Value$954.8K (+$61.6K)
Filed 2014-10-10
Royal Bank of Canada
DECREASED
Shares24,498 from 26,431
Change-1,933 (-7%)
Value$820 (-$74)
Filed 2014-11-14
Raymond James & Associates
INCREASED
Shares19,103 from 14,825
Change+4,278 (+29%)
Value$639 (+$138)
Filed 2014-11-14
Morgan Stanley
DECREASED
Shares14,956 from 19,391
Change-4,435 (-23%)
Value$500 (-$155)
Filed 2014-12-16
TFS Capital LLC
INCREASED
Shares13,534 from 12,896
Change+638 (+5%)
Value$453 (+$17)
Filed 2014-11-06
Baird Robert W & Co Inc
INCREASED
Shares10,302 from 7,577
Change+2,725 (+36%)
Value$345 (+$89)
Filed 2014-11-12
Atlanta Capital Group
UNCHANGED
Shares7,916 from 7,916
Change0 (0%)
Value$265 (-$3)
Filed 2014-11-13
Wedbush Securities Inc
INCREASED
Shares7,393 from 7,343
Change+50 (+1%)
Value$247 (-$1)
Filed 2014-11-07
Commonwealth Equity Services, Inc
INCREASED
Shares6,487 from 6,404
Change+83 (+1%)
Value$217 ($0)
Filed 2014-10-17
Wunderlich Securities, Inc.
UNCHANGED
Shares6,230 from 6,230
Change0 (0%)
Value$208 (-$2)
Filed 2014-10-03
Wolverine Asset Management LLC
INCREASED
Shares3,922 from 302
Change+3,620 (+1199%)
Value$131 (+$121)
Filed 2014-11-13
Ameriprise Financial Inc
NEW
Shares2,250
Change+2,250
Value$75
Filed 2014-11-14
Bank of America Corp
INCREASED
Shares1,708 from 1,686
Change+22 (+1%)
Value$57 ($0)
Filed 2014-11-14
Citigroup Inc
INCREASED
Shares383 from 148
Change+235 (+159%)
Value$13 (+$8)
Filed 2014-11-14
Ground Swell Capital, LLC
INCREASED
Shares128 from 75
Change+53 (+71%)
Value$4 (+$1)
Filed 2015-02-05
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$14)
Filed 2014-11-07
Status
Guggenheim Capital LLC
INCREASED657,029480,606+176,423+37%$16.3K$22.0K+$5.7K2014-11-17
Advisors Asset Management, Inc.
DECREASED479,123510,424-31,301-6%$17.3K$16.0K-$1.2K2014-11-13
Invesco Ltd.
INCREASED152,03384,333+67,700+80%$2.9K$5.1K+$2.2K2014-11-14
Stifel Financial Corp
DECREASED42,67542,811-1360%$1.4K$1.4K-$202014-11-13
Wells Fargo & Company
INCREASED39,08833,991+5,097+15%$1.2K$1.3K+$1582014-11-06
UBS AG
INCREASED30,83317,171+13,662+80%$581$1.0K+$4512014-11-12
Davenport & Co LLC
INCREASED28,53526,410+2,125+8%$893.2K$954.8K+$61.6K2014-10-10
Royal Bank of Canada
DECREASED24,49826,431-1,933-7%$894$820-$742014-11-14
Raymond James & Associates
INCREASED19,10314,825+4,278+29%$501$639+$1382014-11-14
Morgan Stanley
DECREASED14,95619,391-4,435-23%$655$500-$1552014-12-16
TFS Capital LLC
INCREASED13,53412,896+638+5%$436$453+$172014-11-06
Baird Robert W & Co Inc
INCREASED10,3027,577+2,725+36%$256$345+$892014-11-12
Atlanta Capital Group
UNCHANGED7,9167,91600%$268$265-$32014-11-13
Wedbush Securities Inc
INCREASED7,3937,343+50+1%$248$247-$12014-11-07
Commonwealth Equity Services, Inc
INCREASED6,4876,404+83+1%$217$217$02014-10-17
Wunderlich Securities, Inc.
UNCHANGED6,2306,23000%$210$208-$22014-10-03
Wolverine Asset Management LLC
INCREASED3,922302+3,620+1199%$10$131+$1212014-11-13
Ameriprise Financial Inc
NEW2,250—+2,250——$75—2014-11-14
Bank of America Corp
INCREASED1,7081,686+22+1%$57$57$02014-11-14
Citigroup Inc
INCREASED383148+235+159%$5$13+$82014-11-14
Ground Swell Capital, LLC
INCREASED12875+53+71%$3$4+$12015-02-05
PNC Financial Services Group, Inc.
CLOSED0400-400-100%$14$0-$142014-11-07
Showing 22 of 22 institutions