Ticker: BMVP CUSIP: 46137V712 Class: BLOOMBERG MVP MU
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| AMERIFLEX GROUP, INC. | 275 | $13 |
| CITADEL ADVISORS LLC | 6,585 | $322 |
| ENVESTNET ASSET MANAGEMENT INC | 4,231 | $207 |
| NATIONAL BANK OF CANADA /FI/ | 1,800 | $88 |
| EVOLUTION WEALTH MANAGEMENT INC. | 69 | $3 |
| Triumph Capital Management | 105 | $5 |
| Smartleaf Asset Management LLC | 135 | $7 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| OSAIC HOLDINGS, INC. | 5,366 | 9,990 | +4,624 (+86.2%) |
| JPMORGAN CHASE & CO | 750 | 1,110 | +360 (+48.0%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Institute for Wealth Management, LLC. | 58,960 | 57,451 | -1,509 (-2.6%) |
| LPL Financial LLC | 89,987 | 87,321 | -2,666 (-3.0%) |
| UBS Group AG | 22,933 | 20,854 | -2,079 (-9.1%) |
| GOLDMAN SACHS GROUP INC | 11,618 | 10,999 | -619 (-5.3%) |
| J.W. COLE ADVISORS, INC. | 4,602 | 4,416 | -186 (-4.0%) |
| GLENMEDE TRUST CO NA | 2,572 | 2,441 | -131 (-5.1%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Rise Advisors, LLC | 398 | $20 |
| Wealthspire Advisors, LLC | 1,794 | $88 |
| SALEM INVESTMENT COUNSELORS INC | 3 | $0 |