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
CWM 1.4M $138M 8% Mar 2025
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Migdal Insurance & Financial Holdings 871k $84M -8% Mar 2025
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LPL Financial 711k $69M 10% Mar 2025
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Allianz Asset Management 410k $40M 26% Mar 2025
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Resources Investment Advisors 364k $35M 14% Mar 2025
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RAM Investment Partners 351k $34M 11% Mar 2025
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Vickerman Investment Advisors 222k $22M 100% Mar 2025
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Mokosak Advisory Group 221k $21M 7% Mar 2025
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UBS Group 200k $19M 3% Mar 2025
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XML Financial 163k $16M -2% Mar 2025
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Gallagher Fiduciary Advisors 130k $13M 100% Mar 2025
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Goss Wealth Management 128k $12M 99% Mar 2025
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Novem Group 120k $12M 12% Mar 2025
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True North Advisors 116k $11M 100% Mar 2025
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Fortis Capital Management 112k $11M -20% Mar 2025
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Royal Bank of Canada 112k $11M -1% Mar 2025
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Alliance Wealth Management 108k $11M 9% Mar 2025
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Towercrest Capital Management 108k $11M 9% Mar 2025
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Change Path 104k $10M -27% Mar 2025
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Net Worth Advisory Group 97k $9.4M 1% Mar 2025
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Wells Fargo & Company 95k $9.2M 15% Mar 2025
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Envestnet Asset Management 92k $8.9M 6% Mar 2025
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McAdam 90k $8.7M -2% Mar 2025
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Mml Investors Services 78k $7.6M 3% Mar 2025
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Ausdal Financial Partners 77k $7.4M 4% Mar 2025
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HPM Partners 65k $6.3M -6% Mar 2025
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PAX Financial Group 64k $6.2M 6% Mar 2025
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Private Advisor 61k $5.9M 0% Mar 2025
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Martin Worley Group 58k $5.6M 8% Mar 2025
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Myecfo 55k $5.3M 8% Mar 2025
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Lindenwold Advisors 51k $4.9M 7% Mar 2025
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Jones Financial Companies, L.L 47k $4.5M -5% Mar 2025
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Citadel Advisors 47k $4.5M 112% Mar 2025
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Cetera Investment Advisers 43k $4.1M -7% Mar 2025
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Advisor Group Holdings 42k $4.1M 37% Mar 2025
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Integrated Wealth Concepts 41k $3.9M 6% Mar 2025
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Pure Portfolios Holdings 40k $3.9M 5% Mar 2025
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Parr Mcknight Wealth Management Group 35k $3.4M 100% Mar 2025
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Jpmorgan Chase & Co 34k $3.3M -4% Mar 2025
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Raymond James Financial 34k $3.3M -61% Mar 2025
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GRT Capital Partners 33k $3.2M -3% Mar 2025
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Bernard Wealth Management Corp. 32k $3.1M 1% Mar 2025
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Baird Financial 30k $2.9M 2% Mar 2025
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Elevation Capital Advisory 29k $2.8M 100% Mar 2025
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Mercer Global Advisors 28k $2.7M 0% Mar 2025
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Farther Finance Advisors 23k $2.2M 164% Mar 2025
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Madden Advisory Services 22k $2.1M 0% Mar 2025
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Security Financial Services 22k $2.1M 40% Mar 2025
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Ameriprise Financial 21k $2.0M -5% Mar 2025
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Northwestern Mutual Wealth Management Company 20k $1.9M -58% Mar 2025
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Cannon Advisors 18k $1.8M 1% Mar 2025
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Great Waters Wealth Management 18k $1.7M -2% Mar 2025
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Milestone Asset Management 17k $1.6M 15% Mar 2025
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Fortitude Financial 15k $1.5M 0% Mar 2025
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JNB Advisors 15k $1.5M -2% Mar 2025
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Branch Banking & Trust Company 14k $1.4M -3% Mar 2025
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Davenport & Co 14k $1.4M 15% Mar 2025
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IPG Investment Advisors 14k $1.3M 0% Mar 2025
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Kingsview Wealth Management 14k $1.3M -1% Mar 2025
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Financial Freedom 14k $1.3M -30% Mar 2025
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First National Corp 14k $1.3M -5% Jun 2025
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Gallacher Capital Management 13k $1.3M -5% Jun 2025
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Capital Analysts 13k $1.3M 3% Mar 2025
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Commonwealth Equity Services 13k $1.3M 40% Mar 2025
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Barnes Wealth Management Group 13k $1.2M 13% Mar 2025
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Ambassador Advisors 13k $1.2M -11% Mar 2025
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Jane Street 12k $1.2M -63% Mar 2025
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HighTower Advisors 12k $1.2M 1% Mar 2025
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CFC Planning 12k $1.2M -52% Mar 2025
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Gotham Asset Management 12k $1.2M 0% Mar 2025
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Krasney Financial 11k $1.1M 55% Mar 2025
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EverSource Wealth Advisors 11k $1.0M 100% Mar 2025
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Bnp Paribas 11k $1.0M 13% Mar 2025
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PFG Advisors 11k $1.0M -4% Mar 2025
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Hanson McClain Advisors 11k $1.0M -42% Mar 2025
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Advisory Services Network 10k $999k -1% Mar 2025
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GGM Financials 9.9k $960k 8% Mar 2025
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Strategic Blueprint 9.7k $936k 24% Mar 2025
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Susquehanna International 9.3k $900k 36% Mar 2025
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Prevail Innovative Wealth Advisors 8.3k $799k 56% Mar 2025
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Principal Securities 8.0k $765k 0% Mar 2025
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Stifel Financial 7.6k $738k 20% Mar 2025
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Perfromance Wealth Partners 7.4k $715k 0% Mar 2025
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Flow Traders US 7.4k $714k 100% Mar 2025
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Ameritas Advisory Services 7.0k $671k 0% Mar 2025
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Element Wealth 6.5k $631k -1% Mar 2025
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Evensky & Katz 6.5k $629k -87% Mar 2025
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Colony 6.2k $599k -4% Mar 2025
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Cornerstone Wealth Management 6.0k $585k -3% Mar 2025
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Clear Creek Financial Management 5.9k $575k 7% Mar 2025
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Stonebridge Financial Group 5.5k $529k 26% Mar 2025
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Barden Capital Management 5.2k $501k -8% Mar 2025
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Ehrlich Financial Group 5.0k $486k 24% Jun 2025
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Gts Securities 4.7k $459k 100% Mar 2025
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Atria Wealth Solutions 4.7k $458k 0% Mar 2025
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Boomfish Wealth Group 4.5k $432k -3% Mar 2025
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Ground Swell Capital 4.5k $431k 100% Mar 2025
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Cambridge Investment Research Advisors 4.4k $425k 3% Mar 2025
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Rialto Wealth Management 4.2k $408k 0% Mar 2025
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Glass Jacobson Investment Advisors 4.1k $392k 0% Mar 2025
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Concurrent Investment Advisors 4.1k $398k 100% Mar 2025
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Keystone Wealth Services 4.1k $399k -2% Jun 2025
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Old Mission Capital 4.0k $383k -68% Mar 2025
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Van Hulzen Asset Management 3.9k $375k 134% Mar 2025
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TD Waterhouse Canada 3.7k $358k 0% Mar 2025
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Warren Averett Asset Management 3.7k $355k 13% Mar 2025
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Capital Planning 3.3k $323k 100% Mar 2025
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Moloney Securities Asset Management 3.3k $322k 1% Mar 2025
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Elyxium Wealth 3.3k $320k 100% Mar 2025
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Brian McDonald 3.1k $303k -21% Mar 2025
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Fisher Investments 3.0k $291k -5% Mar 2025
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Keystone Financial Group 3.0k $290k 6% Mar 2025
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Peak Financial Management 3.0k $289k 0% Mar 2025
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Modern Wealth Management 2.9k $285k -17% Mar 2025
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Sequoia Financial Advisors 2.8k $271k 2% Mar 2025
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PrairieView Partners 2.7k $264k -6% Mar 2025
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IFP Advisors 2.6k $254k 0% Mar 2025
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LexAurum Advisors 2.6k $250k 100% Mar 2025
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Detalus Advisors 2.5k $238k -4% Mar 2025
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Kickstand Ventures 2.4k $234k -20% Mar 2025
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Loomis, Sayles and 2.4k $227k 100% Mar 2025
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Envestnet Portfolio Solutions 2.3k $221k -7% Mar 2025
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BCS Wealth Management 2.3k $219k -23% Mar 2025
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Brookstone Capital Management 2.2k $211k -1% Mar 2025
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Vermillion Wealth Management 1.8k $178k -10% Mar 2025
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MAI Wealth Advisors 1.8k $178k 10% Mar 2025
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Steward Partners Investment Advisory 1.8k $172k 0% Mar 2025
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Us Bancorp 1.5k $143k 0% Mar 2025
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Rocky Mountain Advisers 1.4k $136k 0% Mar 2025
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Harbour Investments 1.2k $120k -26% Mar 2025
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National Bank Of Canada /fi/ 1.2k $117k -16% Mar 2025
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Tradewinds Capital Management 1.2k $111k -7% Mar 2025
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Private Trust Co Na 1.1k $105k -8% Mar 2025
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Golden State Wealth Management 1.1k $102k -13% Mar 2025
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Northwest Capital Management 608.00 $59k 3% Mar 2025
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William Blair $ Company 484.00 $47k 0% Mar 2025
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Wagner Wealth Management 375.00 $36k 0% Mar 2025
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TD Capital Management 287.00 $28k 1% Mar 2025
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Parkside Financial Bank & Trust 286.00 $28k 1% Mar 2025
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Bangor Savings Bank 279.00 $27k 0% Jun 2025
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Front Row Advisors 275.00 $27k 0% Mar 2025
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FMR 266.00 $26k -11% Mar 2025
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TSFG 259.00 $25k 0% Mar 2025
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Millstone Evans Group 253.00 $25k 100% Mar 2025
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Kimelman & Baird 247.00 $24k 0% Mar 2025
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AE Wealth Management 232.00 $23k 0% Mar 2025
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Emerald Investment Partners 231.00 $22k 0% Mar 2025
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Center for Financial Planning 147.00 $14k 1% Mar 2025
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Ameriflex Group 114.00 $11k 0% Mar 2025
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Tidemark 105.00 $10k 0% Mar 2025
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Future Financial Wealth Managment 100.00 $9.7k -50% Mar 2025
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Who sold out of inv grd crp bd?

Fund or Company Name Date Sold Shares Held Valued At
Independent Advisor Alliance Dec 2024 50k $4.8M
One Capital Management Dec 2024 27k $2.5M
Novak & Powell Financial Services Dec 2024 22k $192k
Allianz Investment Management U.S Dec 2024 9.0k $856k
CIBC World Markets Dec 2024 9.0k $855k
Proequities Dec 2024 6.0k $573M
Hrt Financial Dec 2024 2.9k $278k
Lido Advisors Dec 2024 2.1k $200k
Venturi Wealth Management Dec 2024 390.00 $37k
CoreFirst Bank & Trust Dec 2024 329.00 $31k
Nelson, Van Denburg & Campbell Wealth Management Dec 2024 156.00 $15k