Who owns inv grd crp bd?

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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
LPL Financial 1.1M $110M 33% Sep 2025
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CWM 1.1M $109M -18% Sep 2025
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Morgan Stanley 594k $58M 100% Jun 2025
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RAM Investment Partners 427k $42M 12% Sep 2025
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Allianz Asset Management 328k $32M -21% Sep 2025
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Resources Investment Advisors 322k $32M -13% Sep 2025
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Vickerman Investment Advisors 234k $23M 3% Sep 2025
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Mokosak Advisory Group 234k $23M 3% Sep 2025
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UBS Group 200k $20M 0% Sep 2025
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XML Financial 182k $18M 9% Sep 2025
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Goss Wealth Management 180k $18M 25% Sep 2025
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Bank of Nova Scotia 140k $14M 29% Sep 2025
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Great Valley Advisor Group 139k $14M -64% Sep 2025
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Novem Group 137k $14M 7% Sep 2025
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Modern Wealth Management 137k $14M 100% Sep 2025
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Migdal Insurance & Financial Holdings 132k $13M -12% Sep 2025
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Gallagher Fiduciary Advisors 124k $12M -99% Sep 2025
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Towercrest Capital Management 114k $11M 3% Sep 2025
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Alliance Wealth Management 114k $11M 3% Sep 2025
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Royal Bank of Canada 106k $11M 0% Sep 2025
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Fortis Capital Management 100k $9.8M 13% Sep 2025
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McAdam 96k $9.5M 5% Sep 2025
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Net Worth Advisory Group 93k $9.2M -4% Sep 2025
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Wells Fargo & Company 86k $8.4M -2% Sep 2025
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Flow Traders US 81k $8.0M 16% Sep 2025
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Mml Investors Services 80k $7.8M -1% Sep 2025
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Ausdal Financial Partners 79k $7.8M 3% Sep 2025
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Envestnet Asset Management 75k $7.4M -32% Sep 2025
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Sequoia Financial Advisors 69k $6.8M 2665% Sep 2025
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Myecfo 66k $6.6M 16% Sep 2025
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Cetera Investment Advisers 65k $6.4M 68% Sep 2025
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Martin Worley Group 63k $6.1M 8% Jun 2025
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H D Vest Advisory Services 61k $5.9M 17% Jun 2025
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Cape Cod Five Cents Savings Bank 60k $6.0M 0% Sep 2025
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Jones Financial Companies, L.L 59k $5.8M 15% Sep 2025
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Private Advisor 58k $5.7M -6% Sep 2025
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Lindenwold Advisors 57k $5.6M 13% Jun 2025
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Change Path 53k $5.2M -35% Sep 2025
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HPM Partners 51k $5.0M -11% Sep 2025
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Jane Street 50k $4.9M 180% Sep 2025
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Islay Capital Management 49k $4.8M 6% Sep 2025
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Pure Portfolios Holdings 46k $4.5M 7% Sep 2025
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Raymond James Financial 45k $4.4M 32% Sep 2025
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Bernard Wealth Management Corp. 42k $4.1M 11% Sep 2025
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Advisor Group Holdings 41k $4.0M 5% Sep 2025
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Evensky & Katz 39k $3.8M 73% Sep 2025
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Parr Mcknight Wealth Management Group 38k $3.7M -8% Sep 2025
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Branch Banking & Trust Company 36k $3.6M 93% Sep 2025
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Integrated Wealth Concepts 36k $3.5M -5% Sep 2025
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Jpmorgan Chase & Co 35k $3.5M 2% Sep 2025
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GRT Capital Partners 33k $3.3M 0% Sep 2025
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PAX Financial Group 31k $3.1M -19% Sep 2025
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GeoWealth Management 30k $2.9M -14% Sep 2025
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Baird Financial 29k $2.9M -2% Sep 2025
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Summit Financial 29k $2.9M 5% Sep 2025
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Mercer Global Advisors 26k $2.5M 1% Sep 2025
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Equitable Holdings 24k $2.4M 11% Sep 2025
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Ameriprise Financial 23k $2.2M 0% Sep 2025
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Citadel Advisors 20k $1.9M 53% Sep 2025
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Strategic Blueprint 20k $1.9M 1% Sep 2025
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Security Financial Services 19k $1.9M -14% Sep 2025
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Capital Analysts 18k $1.8M 11% Sep 2025
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Cannon Advisors 18k $1.8M -6% Sep 2025
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Northwestern Mutual Wealth Management Company 18k $1.7M -1% Sep 2025
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Great Waters Wealth Management 17k $1.7M 2% Sep 2025
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JNB Advisors 15k $1.5M 0% Jun 2025
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Farther Finance Advisors 14k $1.4M -17% Sep 2025
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BAM Wealth Management 14k $1.4M 100% Sep 2025
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Bnp Paribas 14k $1.4M 37% Sep 2025
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HighTower Advisors 14k $1.4M -1% Sep 2025
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First National Corp 14k $1.4M 3% Sep 2025
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IPG Investment Advisors 14k $1.4M 0% Sep 2025
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Davenport & Co 14k $1.3M -16% Sep 2025
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Gallacher Capital Management 13k $1.3M 0% Sep 2025
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Financial Freedom 13k $1.3M 0% Sep 2025
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Kingsview Wealth Management 13k $1.3M -1% Sep 2025
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Krasney Financial 13k $1.3M 1% Sep 2025
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GGM Financials 13k $1.2M 17% Sep 2025
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Milestone Asset Management 12k $1.2M -27% Sep 2025
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Gotham Asset Management 12k $1.2M 0% Sep 2025
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Commonwealth Equity Services 12k $1.2M 10% Sep 2025
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Stifel Financial 11k $1.0M 26% Sep 2025
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Warren Averett Asset Management 11k $1.0M 86% Sep 2025
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Advisory Services Network 10k $1.0M 1% Sep 2025
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PFG Advisors 10k $1.0M -2% Sep 2025
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Arrowroot Family Office 8.2k $808k 1% Sep 2025
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Ambassador Advisors 7.8k $773k -35% Sep 2025
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AE Wealth Management 7.4k $729k 3140% Sep 2025
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Concurrent Investment Advisors 7.3k $716k 44% Sep 2025
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Perfromance Wealth Partners 7.3k $716k -2% Sep 2025
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SRS Capital Advisors 6.9k $697k 100% Sep 2025
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Colony 6.9k $677k 11% Sep 2025
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Global Retirement Partners 6.4k $630k -4% Sep 2025
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Element Wealth 5.9k $587k -2% Sep 2025
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Bank of New York Mellon 5.9k $583k 46% Sep 2025
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Hanson McClain Advisors 5.4k $532k -14% Sep 2025
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Strategic Wealth Partners 5.3k $525k 100% Sep 2025
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Elyxium Wealth 5.2k $512k 13% Sep 2025
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Barden Capital Management 4.9k $484k 0% Sep 2025
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Clear Creek Financial Management 4.8k $478k -37% Sep 2025
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Boomfish Wealth Group 4.8k $476k 11% Sep 2025
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Atria Wealth Solutions 4.8k $464k 1% Jun 2025
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Barnes Wealth Management Group 4.6k $454k -61% Sep 2025
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Van Hulzen Asset Management 4.6k $452k 17% Sep 2025
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Cambridge Investment Research Advisors 4.4k $436k -51% Sep 2025
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Principal Securities 4.3k $427k -61% Sep 2025
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Rialto Wealth Management 4.2k $416k 0% Sep 2025
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Ehrlich Financial Group 4.2k $410k -17% Sep 2025
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Keystone Wealth Services 4.1k $405k 0% Sep 2025
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IFP Advisors 4.0k $392k 0% Sep 2025
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Bank Of Montreal 3.9k $383k 100% Jun 2025
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Stonebridge Financial Group 3.8k $379k -28% Sep 2025
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TD Waterhouse Canada 3.7k $365k 0% Sep 2025
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Rsm Us Wealth Management 3.6k $358k -4% Sep 2025
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Ameritas Advisory Services 3.4k $336k -48% Sep 2025
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Mutual Advisors 3.1k $313k 100% Sep 2025
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EverSource Wealth Advisors 3.1k $307k -56% Sep 2025
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Moloney Securities Asset Management 3.0k $299k 0% Sep 2025
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Brian McDonald 2.9k $291k 0% Sep 2025
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Keystone Financial Group 2.9k $287k 5% Sep 2025
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Peak Financial Management 2.8k $274k 0% Sep 2025
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PrairieView Partners 2.7k $265k 0% Jun 2025
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Cornerstone Wealth Management 2.6k $255k -7% Sep 2025
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Cary Street Partners Financial 2.5k $249k -9% Sep 2025
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Fisher Investments 2.4k $234k -21% Sep 2025
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Larson Financial Group 2.3k $226k 100% Sep 2025
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Kickstand Ventures 2.3k $225k -1% Sep 2025
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Brookstone Capital Management 2.2k $221k 3% Sep 2025
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MAI Wealth Advisors 2.2k $212k 15% Sep 2025
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Steward Partners Investment Advisory 2.1k $204k -3% Sep 2025
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Lion Street Advisors 2.0k $233k 100% Sep 2025
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TD Capital Management 1.7k $172k -26% Sep 2025
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Vermillion Wealth Management 1.7k $172k -5% Sep 2025
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Triumph Capital Management 1.6k $155k 100% Sep 2025
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Us Bancorp 1.5k $146k 0% Sep 2025
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Rocky Mountain Advisers 1.4k $138k 0% Sep 2025
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Tradewinds Capital Management 1.3k $127k -4% Sep 2025
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National Bank Of Canada /fi/ 1.2k $119k 0% Sep 2025
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Harbour Investments 1.1k $108k 0% Sep 2025
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Private Trust Co Na 1.1k $107k 0% Sep 2025
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Rockefeller Capital Management 959.00 $95k 100% Sep 2025
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Greykasell Wealth Strategies 695.00 $69k 100% Sep 2025
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Golden State Wealth Management 551.00 $54k -24% Sep 2025
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Capital Investment Advisory Services 523.00 $52k 0% Sep 2025
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William Blair $ Company 389.00 $38k 0% Sep 2025
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Wagner Wealth Management 375.00 $37k 0% Sep 2025
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Emerald Investment Partners 291.00 $29k 26% Sep 2025
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Parkside Financial Bank & Trust 291.00 $29k 1% Sep 2025
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Front Row Advisors 275.00 $27k 0% Sep 2025
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TSFG 259.00 $26k 0% Sep 2025
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Bangor Savings Bank 218.00 $22k -22% Sep 2025
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Who sold out of inv grd crp bd?

Fund or Company Name Date Sold Shares Held Valued At
True North Advisors Jun 2025 74k $7.2M
Susquehanna International Jun 2025 31k $3.0M
Elevation Capital Advisory Jun 2025 24k $2.3M
Madden Advisory Services Jun 2025 22k $2.2M
Sym Financial Corporation Jun 2025 12k $1.2M
CFC Planning Jun 2025 10k $997k
LexAurum Advisors Jun 2025 2.8k $274k
Duncan Williams Asset Management Jun 2025 2.3k $223k
Vestmark Advisory Solutions Jun 2025 2.2k $213k