Ticker: MLPB CUSIP: 90274D382 Class: ETRACS ALER MLP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Kestra Advisory Services, LLC | 4,204 | $106 |
| HARBOUR INVESTMENTS, INC. | 220 | $6 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Marion Wealth Management | 589,133 | 607,567 | +18,434 (+3.1%) |
| Diversified Trust Co | 20,780 | 22,771 | +1,991 (+9.6%) |
| CITADEL ADVISORS LLC | 17,271 | 18,335 | +1,064 (+6.2%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| PNC Financial Services Group, Inc. | 148,639 | 138,484 | -10,155 (-6.8%) |
| Savvy Advisors, Inc. | 26,798 | 25,478 | -1,320 (-4.9%) |
| Creative Planning | 11,284 | 8,747 | -2,537 (-22.5%) |
| LPL Financial LLC | 13,540 | 11,350 | -2,190 (-16.2%) |
| UBS Group AG | 1,140 | 414 | -726 (-63.7%) |
| IFP Advisors, Inc | 16,510 | 16,310 | -200 (-1.2%) |
| BANK OF AMERICA CORP /DE/ | 33,585 | 25,785 | -7,800 (-23.2%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Cerity Partners LLC | 15,808 | $395 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21,132 | $528 |
| OSAIC HOLDINGS, INC. | 3,589 | $90 |
| ROYAL BANK OF CANADA | 2,013 | $50 |