Who owns inv grd crp bd?
- Ticker: CORP
- CUSIP Number: 72201R817
Tip: Access positions for across all investors
Analyze quarterly positions in inv grd crp bd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of inv grd crp bd stock
Who bought or sold inv grd crp bd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.8M | $180M | 7% | Dec 2023 |
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| CWM | 1.0M | $97M | 59% | Mar 2024 |
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| Allianz Asset Management | 311k | $30M | 0% | Dec 2023 |
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| Migdal Insurance & Financial Holdings | 232k | $23M | 28% | Dec 2023 |
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| RAM Investment Partners | 192k | $19M | 26% | Dec 2023 |
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| Mokosak Advisory Group | 177k | $17M | 3% | Dec 2023 |
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| Advisor Group Holdings | 165k | $16M | 77% | Dec 2023 |
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| UBS Group | 157k | $15M | 100% | Dec 2023 |
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| Clear Rock Advisors | 153k | $15M | 100% | Dec 2023 |
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| P-Solve | 145k | $14M | 100% | Dec 2023 |
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| Jane Street | 139k | $14M | 47% | Dec 2023 |
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| Royal Bank of Canada | 125k | $12M | 4% | Dec 2023 |
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| Tradewinds Capital Management | 124k | $12M | 100% | Mar 2024 |
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| Cornerstone Wealth Management | 118k | $11M | 1% | Mar 2024 |
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| Wells Fargo & Company | 116k | $11M | 65% | Dec 2023 |
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| McAdam | 104k | $10M | 5% | Mar 2024 |
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| Jpmorgan Chase & Co | 95k | $9.3M | -3% | Dec 2023 |
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| Towercrest Capital Management | 88k | $8.5M | -3% | Dec 2023 |
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| Alliance Wealth Management | 88k | $8.5M | 100% | Dec 2023 |
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| Financial Futures Ltd Liability | 77k | $7.5M | 26% | Dec 2023 |
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| Sequoia Financial Advisors | 75k | $7.3M | -3% | Dec 2023 |
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| Ausdal Financial Partners | 68k | $6.5M | 2% | Mar 2024 |
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| Cape Cod Five Cents Savings Bank | 66k | $6.5M | -51% | Dec 2023 |
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| HPM Partners | 57k | $5.5M | -3% | Dec 2023 |
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| MinichMacGregor Wealth Management | 51k | $4.8M | 32% | Mar 2024 |
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| Gallacher Capital Management | 49k | $4.7M | -3% | Dec 2023 |
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| Fortis Capital Management | 47k | $4.6M | 6% | Dec 2023 |
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| Perfromance Wealth Partners | 44k | $4.3M | -9% | Dec 2023 |
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| Change Path | 38k | $3.7M | 81% | Dec 2023 |
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| Myecfo | 36k | $3.5M | 22% | Mar 2024 |
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| Lindenwold Advisors | 36k | $3.5M | 3% | Dec 2023 |
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| Islay Capital Management | 29k | $2.8M | -32% | Dec 2023 |
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| Financial Gravity Wealth | 28k | $1.2B | 0% | Dec 2023 |
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| PAX Financial Group | 28k | $2.6M | 165% | Dec 2023 |
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| Private Advisor | 26k | $2.6M | 11% | Dec 2023 |
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| Baird Financial | 26k | $2.5M | 6% | Dec 2023 |
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| Branch Banking & Trust Company | 23k | $2.3M | -10% | Dec 2023 |
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| Great Waters Wealth Management | 21k | $2.0M | -2% | Mar 2024 |
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| Evensky & Katz | 20k | $1.9M | 72% | Mar 2024 |
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| Ambassador Advisors | 19k | $1.8M | -9% | Dec 2023 |
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| Raymond James Financial Services Advisors | 19k | $1.8M | 29% | Mar 2024 |
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| Financial Freedom | 18k | $1.7M | -1% | Mar 2024 |
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| HighTower Advisors | 18k | $1.7M | -2% | Dec 2023 |
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| Altus Wealth Group | 17k | $1.6M | 0% | Dec 2023 |
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| First National Corp | 15k | $1.5M | 0% | Mar 2024 |
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| D.A. Davidson & Co. | 15k | $1.5M | 34% | Dec 2023 |
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| TSFG | 14k | $1.3M | 1415% | Mar 2024 |
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| Lido Advisors | 14k | $1.4M | 33% | Dec 2023 |
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| Capital Analysts | 13k | $1.3M | 100% | Dec 2023 |
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| Kingsview Wealth Management | 13k | $1.3M | 1% | Dec 2023 |
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| Raymond James & Associates | 13k | $1.2M | 6% | Mar 2024 |
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| PFG Advisors | 13k | $1.2M | 9% | Dec 2023 |
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| Madden Advisory Services | 12k | $1.2M | 16% | Dec 2023 |
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| Advisory Services Network | 10k | $1.0M | 2% | Dec 2023 |
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| Allianz Investment Management U.S | 9.0k | $874k | 0% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 8.9k | $861k | 100% | Dec 2023 |
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| Commonwealth Equity Services | 7.7k | $749k | -14% | Dec 2023 |
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| Kickstand Ventures | 7.6k | $738k | 100% | Dec 2023 |
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| Strategic Blueprint | 6.3k | $605k | -4% | Mar 2024 |
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| Element Wealth | 6.3k | $609k | 100% | Dec 2023 |
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| Atria Wealth Solutions | 6.2k | $600k | 56% | Dec 2023 |
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| Colony | 6.1k | $595k | 100% | Dec 2023 |
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| Proequities | 6.0k | $582M | 0% | Dec 2023 |
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| Stifel Financial | 5.7k | $558k | 100% | Dec 2023 |
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| Vertex Planning Partners | 5.7k | $556k | 5% | Dec 2023 |
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| Bank Of Montreal | 5.5k | $536k | -92% | Dec 2023 |
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| Glass Jacobson Investment Advisors | 5.2k | $508k | -2% | Dec 2023 |
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| Arrowroot Family Office | 4.9k | $480k | 1% | Dec 2023 |
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| TD Waterhouse Canada | 4.9k | $471k | 22% | Dec 2023 |
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| Cambridge Investment Research Advisors | 4.4k | $425k | -74% | Mar 2024 |
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| Triumph Capital Management | 4.1k | $400k | -6% | Dec 2023 |
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| Keystone Wealth Services | 4.0k | $389k | 29% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 4.0k | $393k | 100% | Dec 2023 |
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| Silver Oak Securities | 4.0k | $388k | 68% | Dec 2023 |
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| Clear Creek Financial Management | 3.9k | $381k | -83% | Dec 2023 |
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| Fisher Investments | 3.4k | $334k | -66% | Dec 2023 |
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| KWB Wealth | 3.4k | $322k | -21% | Mar 2024 |
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| Kestra Advisory Services | 3.2k | $313k | 8% | Dec 2023 |
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| Davenport & Co | 2.9k | $285k | 26% | Dec 2023 |
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| BCS Wealth Management | 2.9k | $282k | 4% | Dec 2023 |
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| Two Sigma Securities | 2.9k | $280k | 100% | Dec 2023 |
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| SevenOneSeven Capital Management | 2.6k | $253k | -91% | Dec 2023 |
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| IFP Advisors | 2.6k | $255k | 30% | Dec 2023 |
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| Detalus Advisors | 2.6k | $248k | -5% | Mar 2024 |
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| Oxinas Partners Wealth Management | 2.4k | $235k | -2% | Mar 2024 |
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| Fortitude Advisory Group | 2.3k | $225k | -2% | Dec 2023 |
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| Brookstone Capital Management | 2.1k | $205k | 100% | Mar 2024 |
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| Harbour Investments | 1.8k | $174k | -11% | Dec 2023 |
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| Rocky Mountain Advisers | 1.4k | $136k | 0% | Dec 2023 |
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| Us Bancorp | 1.3k | $126k | 0% | Dec 2023 |
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| Global Retirement Partners | 1.3k | $122k | 0% | Mar 2024 |
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| Tidemark | 868.00 | $84k | 100% | Dec 2023 |
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| PrairieView Partners | 735.00 | $71k | 0% | Dec 2023 |
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| Northwest Capital Management | 650.00 | $62k | 0% | Mar 2024 |
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| Planning Capital Management Corp | 585.00 | $57k | 100% | Dec 2023 |
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| Bangor Savings Bank | 472.00 | $45k | -6% | Mar 2024 |
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| Private Trust Co Na | 451.00 | $44k | 0% | Dec 2023 |
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| Citigroup | 431.00 | $42k | 77% | Dec 2023 |
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| National Bank Of Canada /fi/ | 424.00 | $41k | 147% | Dec 2023 |
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| Aspire Private Capital | 406.00 | $39k | 0% | Mar 2024 |
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| Future Financial Wealth Managment | 400.00 | $38k | 100% | Mar 2024 |
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| William Blair $ Company | 303.00 | $30k | 0% | Dec 2023 |
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| Householder Group Estate & Retirement Specialist | 300.00 | $29k | 100% | Dec 2023 |
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| Front Row Advisors | 275.00 | $27k | 0% | Dec 2023 |
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| Parkside Financial Bank & Trust | 273.00 | $27k | 1% | Dec 2023 |
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| Steward Partners Investment Advisory | 270.00 | $26k | -100% | Dec 2023 |
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| Emerald Investment Partners | 246.00 | $24k | 0% | Dec 2023 |
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| Spire Wealth Management | 223.00 | $21k | -3% | Mar 2024 |
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| Principal Securities | 204.00 | $20k | 100% | Dec 2023 |
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| Center for Financial Planning | 138.00 | $14k | 1% | Dec 2023 |
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| Guardian Wealth Management | 128.00 | $13k | -7% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 123.00 | $12k | 0% | Dec 2023 |
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| Rockbridge Investment Management, LCC | 80.00 | $7.8k | 100% | Dec 2023 |
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| Signature | 78.00 | $7.6k | 0% | Dec 2023 |
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| Huntington National Bank | 77.00 | $7.5k | 100% | Dec 2023 |
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| Main Street Group | 75.00 | $7.3k | 100% | Dec 2023 |
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| TD Capital Management | 64.00 | $6.2k | 0% | Dec 2023 |
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| ICA Group Wealth Management | 55.00 | $5.3k | 100% | Dec 2023 |
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| Sunbelt Securities | 50.00 | $4.8k | 0% | Mar 2024 |
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| GPS Wealth Strategies Group | 50.00 | $4.9k | 0% | Dec 2023 |
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| Geneos Wealth Management | 41.00 | $4.0k | 0% | Dec 2023 |
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| Scarborough Advisors | 29.00 | $2.8k | 100% | Dec 2023 |
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| Financial Synergies Wealth Advisors | 27.00 | $2.6k | 100% | Mar 2024 |
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Who sold out of inv grd crp bd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of Nova Scotia | Sep 2023 | 186k | $17M |
| Invst | Sep 2023 | 57k | $5.2M |
| ShoreHaven Wealth Partners | Sep 2023 | 19k | $1.7M |
| Valicenti Advisory Services | Dec 2023 | 8.5k | $824k |
| Wealthsource Partners | Sep 2023 | 5.4k | $491k |
| Mayflower Financial Advisors | Sep 2023 | 3.4k | $308k |
| Capital Planning | Dec 2023 | 3.1k | $299k |
| Quadrant Private Wealth Management | Sep 2023 | 2.8k | $253k |
| Sym Financial Corporation | Sep 2023 | 1.7k | $151k |
| Creative Planning | Sep 2023 | 1.6k | $142k |
| Cary Street Partner Investment Advisory | Sep 2023 | 1.2k | $112k |
| Gradient Investments | Dec 2023 | 325.00 | $32k |
| EverSource Wealth Advisors | Sep 2023 | 102.00 | $9.3k |
| Pnc Financial Services | Sep 2023 | 54.00 | $4.9k |