Who owns Mortgage Reit Index real?
- Ticker: REM
- CUSIP Number: 46435g342
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Analyze quarterly positions in Mortgage Reit Index real with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Mortgage Reit Index real this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 1.2M | $27M | -3% | Jun 2024 |
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Wells Fargo & Company | 833k | $20M | 8% | Sep 2024 |
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WNY Asset Management | 830k | $20M | -2% | Sep 2024 |
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Bank of America Corporation | 614k | $15M | 5% | Sep 2024 |
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Envestnet Asset Management | 454k | $11M | 5% | Sep 2024 |
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Citadel Advisors | 369k | $8.8M | 37% | Sep 2024 |
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Susquehanna International | 323k | $7.7M | 22% | Sep 2024 |
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Bnp Paribas Arbitrage, Snc | 255k | $6.1M | 100% | Sep 2024 |
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Advisor Group Holdings | 253k | $6.0M | 14% | Sep 2024 |
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VisionPoint Advisory Group | 223k | $5.3M | 1% | Sep 2024 |
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Man Group | 219k | $5.2M | 621% | Sep 2024 |
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LPL Financial | 192k | $4.6M | -3% | Sep 2024 |
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Mid-American Wealth Advisory Group | 180k | $4.3M | -7% | Sep 2024 |
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Paradigm Financial Partners | 162k | $3.7M | 100% | Sep 2024 |
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Barry Investment Advisors | 142k | $3.4M | 1% | Sep 2024 |
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Royal Bank of Canada | 141k | $3.3M | 69% | Sep 2024 |
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Two Sigma Investments | 130k | $2.9M | 1024% | Jun 2024 |
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Raymond James & Associates | 115k | $2.7M | 78% | Sep 2024 |
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Mount Lucas Management Corporation | 113k | $2.7M | 13% | Sep 2024 |
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Clarity Financial | 110k | $2.6M | 681% | Sep 2024 |
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Cynosure Management | 98k | $2.3M | 40% | Sep 2024 |
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Mml Investors Services | 88k | $2.1M | 11% | Sep 2024 |
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Thrivent Financial for Lutherans | 84k | $2.0M | 22% | Sep 2024 |
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Raymond James Financial Services Advisors | 80k | $1.9M | 409% | Sep 2024 |
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Rsm Us Wealth Management | 75k | $1.7M | -8% | Sep 2024 |
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Harbour Investments | 72k | $1.7M | 3% | Sep 2024 |
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Capital Investment Advisors | 69k | $1.6M | -1% | Sep 2024 |
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Two Sigma Advisers | 68k | $1.5M | 100% | Jun 2024 |
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Bayview Asset Management | 65k | $1.5M | 160% | Sep 2024 |
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Janney Montgomery Scott | 53k | $1.2M | 11% | Sep 2024 |
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First Foundation Advisors | 51k | $1.1M | -5% | Jun 2024 |
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Private Advisor | 49k | $1.2M | 145% | Sep 2024 |
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Bridges Investment Management | 47k | $1.1M | 21% | Sep 2024 |
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Cambridge Investment Research Advisors | 42k | $1.0M | 1% | Sep 2024 |
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Drive Wealth Management | 42k | $1.0M | 25% | Sep 2024 |
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Captrust Financial Advisors | 42k | $985k | 1% | Sep 2024 |
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Manning & Napier Advisors | 40k | $950k | 100% | Sep 2024 |
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Baker Avenue Asset Management | 38k | $908k | 100% | Sep 2024 |
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Wealthcare Advisory Partners | 38k | $905k | -1% | Sep 2024 |
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Napa Wealth Management | 38k | $894k | 23% | Sep 2024 |
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Citigroup | 36k | $855k | 14% | Sep 2024 |
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Mariner Wealth Advisors | 36k | $843k | -2% | Sep 2024 |
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Brookstone Capital Management | 32k | $762k | -12% | Sep 2024 |
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Sumitomo Mitsui Trust Holdings | 32k | $754k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 31k | $743k | 15% | Sep 2024 |
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AE Wealth Management | 30k | $714k | 1% | Sep 2024 |
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Park Avenue Securities | 28k | $652k | 1% | Sep 2024 |
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Kestra Advisory Services | 25k | $581k | 45% | Sep 2024 |
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Invst | 22k | $521k | -12% | Sep 2024 |
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Wealthfront Advisers | 21k | $496k | 6% | Sep 2024 |
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Mutual Advisors | 20k | $467k | 0% | Sep 2024 |
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Wolverine Trading | 20k | $480k | 100% | Sep 2024 |
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Robinson Capital Management | 20k | $463k | 100% | Sep 2024 |
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Brian McDonald | 17k | $408k | 24% | Sep 2024 |
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Commonwealth Equity Services | 17k | $407k | -1% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 17k | $394k | 3% | Sep 2024 |
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Allspring Global Investments Holdings | 16k | $382k | 26% | Sep 2024 |
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Pathstone Holdings | 16k | $378k | 0% | Sep 2024 |
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Jane Street | 16k | $368k | 100% | Sep 2024 |
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H D Vest Advisory Services | 15k | $338k | 35% | Jun 2024 |
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Cascade Financial Partners | 15k | $346k | -6% | Sep 2024 |
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AlphaCentric Advisors | 15k | $354k | 5% | Sep 2024 |
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Bright Futures Wealth Management | 15k | $340k | 11% | Sep 2024 |
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Simplex Trading | 14k | $333k | -36% | Sep 2024 |
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Safeguard Investment Advisory Group | 14k | $304k | -23% | Jun 2024 |
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Symphony Financial | 13k | $314k | 0% | Sep 2024 |
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Change Path | 13k | $312k | -3% | Sep 2024 |
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Wedbush Morgan Securities | 13k | $307k | 33% | Sep 2024 |
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Future Financial Wealth Managment | 13k | $306k | 0% | Sep 2024 |
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Stifel Financial | 13k | $281k | 0% | Jun 2024 |
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Lido Advisors | 13k | $278k | 0% | Jun 2024 |
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IFP Advisors | 12k | $273k | -1% | Jun 2024 |
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Sumitomo Mitsui Financial | 12k | $286k | 159% | Sep 2024 |
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Kestra Private Wealth Services | 12k | $286k | 12% | Sep 2024 |
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Nbc Securities | 12k | $279k | 25% | Sep 2024 |
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Claudia M.p. Batlle, Crp | 12k | $256k | 9% | Jun 2024 |
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HPM Partners | 11k | $265k | 0% | Sep 2024 |
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Atria Wealth Solutions | 10k | $242k | 100% | Sep 2024 |
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Cetera Investment Advisers | 10k | $225k | -8% | Jun 2024 |
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Harvest Investment Services | 9.8k | $232k | 0% | Sep 2024 |
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Beacon Financial Advisory | 9.2k | $218k | -2% | Sep 2024 |
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CoreCap Advisors | 9.0k | $213k | 100% | Sep 2024 |
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Tower Research Capital | 7.6k | $167k | 100% | Jun 2024 |
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MCF Advisors | 6.5k | $153k | 0% | Sep 2024 |
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Hollencrest Securities | 3.5k | $83k | 0% | Sep 2024 |
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CWM | 2.6k | $63k | -28% | Sep 2024 |
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FNY Investment Advisers | 1.5k | $35k | 100% | Sep 2024 |
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Farther Finance Advisors | 1.2k | $29k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 1.2k | $26k | 1% | Jun 2024 |
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Element Wealth | 1.1k | $26k | 2% | Sep 2024 |
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Emerald Investment Partners | 1.0k | $24k | 0% | Sep 2024 |
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Principal Securities | 877.00 | $21k | -51% | Sep 2024 |
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Sanctuary Wealth Management | 820.00 | $20k | 0% | Sep 2024 |
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Goss Wealth Management | 719.00 | $16k | 1% | Jun 2024 |
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ORG Wealth Partners | 589.00 | $14k | 100% | Sep 2024 |
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Federation des caisses Desjardins du Quebec | 576.00 | $14k | 0% | Sep 2024 |
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Jaffetilchin Investment Partners | 520.00 | $12k | 100% | Sep 2024 |
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Global Retirement Partners | 451.00 | $11k | 1% | Sep 2024 |
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Financial Advisory Service | 404.00 | $9.6k | 2% | Sep 2024 |
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TD Waterhouse Canada | 375.00 | $8.7k | 0% | Sep 2024 |
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Bryn Mawr Trust | 375.00 | $8.9k | 100% | Sep 2024 |
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Hanson McClain Advisors | 252.00 | $6.0k | 0% | Sep 2024 |
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Salomon & Ludwin | 247.00 | $5.9k | 0% | Sep 2024 |
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Fifth Third Bancorp | 212.00 | $5.0k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 201.00 | $4.8k | 100% | Sep 2024 |
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EverSource Wealth Advisors | 200.00 | $4.7k | 0% | Sep 2024 |
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Anchor Investment Management | 200.00 | $4.7k | 0% | Sep 2024 |
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Investors Research Corp | 164.00 | $3.9k | 4% | Sep 2024 |
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Fortitude Family Office | 150.00 | $3.6k | 100% | Sep 2024 |
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Private Trust Co Na | 150.00 | $3.3k | 0% | Jun 2024 |
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Oarsman Capital | 137.00 | $3.2k | 100% | Sep 2024 |
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Spire Wealth Management | 127.00 | $3.0k | 0% | Sep 2024 |
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Parallel Advisors | 91.00 | $2.2k | 0% | Sep 2024 |
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DHJJ Financial Advisors | 50.00 | $1.2k | 0% | Sep 2024 |
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Creative Financial Designs | 26.00 | $617.000800 | 0% | Sep 2024 |
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Natixis | 5.00 | $119.000000 | 0% | Sep 2024 |
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Sunbelt Securities | 0 | $0 | -100% | Sep 2024 |
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Who sold out of Mortgage Reit Index real?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
BlackRock | Mar 2024 | 270k | $6.3M |
Qube Research & Technologies | Mar 2024 | 89k | $2.1M |
Macquarie Group | Mar 2024 | 57k | $1.3k |
Goldman Sachs Group | Mar 2024 | 30k | $693k |
BBR Partners | Jun 2024 | 25k | $554k |
AXS Investments | Mar 2024 | 25k | $581k |
Hrt Financial | Jun 2024 | 9.6k | $212k |
D. E. Shaw & Co | Jun 2024 | 9.4k | $209k |
RFG Advisory | Jun 2024 | 9.1k | $202k |
Mather Group | Jun 2024 | 1.7k | $39k |
Arlington Trust | Jun 2024 | 1.0k | $22k |
ORG Partners | Jun 2024 | 589.00 | $13k |
International Assets Investment Management | Jun 2024 | 257.00 | $5.7k |
Castleview Partners | Jun 2024 | 177.00 | $3.9k |
National Bank Of Canada /fi/ | Jun 2024 | 165.00 | $3.7k |
Us Bancorp | Jun 2024 | 21.00 | $465.000900 |
Rothschild Investment | Jun 2024 | 15.00 | $334.000500 |