SecurityBNDX / Vanguard Total International Bond ETF (92203J407)
Institutional Owners368 (9 N-Q Owners)
Institutional Shares139,010,942 (ex. N-Q)
Institutional Value$ 11,288,151,000 USD (ex. N-Q)

Institutional Stock Ownership and Shareholders

Vanguard Total International Bond ETF (NASDAQ:BNDX) has 368 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 139,010,942 shares. Largest shareholders include JP Morgan Chase & Co, Envestnet Asset Management Inc, Bank Of America Corp /de/, Charles Schwab Investment Advisory, Inc., Betterment LLC, LPL Financial LLC, FIL Ltd, QS Investors, LLC, Cambridge Investment Research Advisors, Inc., and Ameriprise Financial Inc.
Vanguard Total International Bond ETF (NASDAQ:BNDX) ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds more than 5% of the company and intends to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

File DateFormInvestor Opt Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
($1000)
Current Value
($1000)
Change
(Percent)
2018-05-15 13F-HR GOLDMAN SACHS GROUP INC 98,180 350,794 257.30 5,338 19,199 259.67
2018-05-01 13F-HR FormulaFolio Investments, LLC 84,696 0 -100.00 4,605 0 -100.00
2018-05-07 13F-HR SYNOVUS FINANCIAL CORP 0 278 0 15
2018-05-07 13F-HR Centaurus Financial, Inc. 4,925 5,029 2.11 268 275 2.61
2018-05-08 13F-HR Cranbrook Wealth Management, LLC 204,635 214,630 4.88 11,126 11,747 5.58
2018-04-09 13F-HR/A Summit Financial Wealth Advisors, LLC 4,365 5,136 17.66 237 281 18.57
2018-04-18 13F-HR/A Guidant Wealth Advisors 226,695 240,978 6.30 14,087 14,629 3.85
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-05-15 13F-HR Perella Weinberg Partners Capital Management LP 280,687 280,687 0.00 15,261 15,362 0.66
2018-05-02 13F-HR WAYNE HUMMER INVESTMENTS L.L.C. 12,509 0 -100.00 680 0 -100.00
2018-05-18 13F-HR Moors & Cabot, Inc. 10,822 0 -100.00 589 0 -100.00
2018-04-16 13F-HR Westside Investment Management, Inc. 3,432 6,264 82.52 186,389 342,640 83.83
2018-04-10 13F-HR TD Ameritrade Trust Co 84,733 75,708 -10.65 4,581 4,144 -9.54
2018-02-05 13F-HR Parkside Financial Bank & Trust 424 0 -100.00 23 0 -100.00
2018-05-03 13F-HR INVESTMENT PARTNERS LTD /OH/ /ADV 8,792 4,913 -44.12 478 269 -43.72
2018-05-09 13F-HR Elmwood Wealth Management, Inc. 12,290 672,632
2018-05-15 13F-HR Arete Wealth Advisors, LLC 4,253 233
2018-05-15 13F-HR Institute for Wealth Management, LLC. 30,483 29,731 -2.47 1,653 1,629 -1.45
2018-01-22 13F-HR Kohmann Bosshard Financial Services, LLC 71,137 67,897 -4.55 3,883 3,692 -4.92
2018-05-11 13F-HR JONES FINANCIAL COMPANIES LLLP 77,648 80,801 4.06 4,222 4,422 4.74
2018-04-11 13F-HR First Capital Advisors Group, LLC. 750 41
2018-02-09 13F-HR Vestpro Financial Partners, Inc. Dba Cpf Texas 110,717 6,017
2018-05-15 13F-HR WEXFORD CAPITAL LP 13,124 0 -100.00 714 0 -100.00
2018-05-15 13F-HR Hilltop Holdings Inc. 298,033 367,428 23.28 16,201 20,105 24.10
2018-05-08 13F-HR FAGAN ASSOCIATES, INC. 63,084 62,399 -1.09 3,430 3,415 -0.44
2018-05-09 13F-HR Milestone Group, Inc. 7,772 8,234 5.94 423 451 6.62
2018-03-27 N-Q Transamerica Funds (see advisory)
2018-05-09 13F-HR Private Advisor Group, LLC 68,952 133,193 93.17 3,745 7,290 94.66
2018-04-11 13F-HR LifePlan Financial Group, Inc 67,352 76,817 14.05 3,677 4,204 14.33
2018-05-02 13F-HR Ifrah Financial Services, Inc. 55,803 57,215 2.53 3,034 3,131 3.20
2018-04-27 13F-HR Chicago Partners Investment Group LLC 7,387 7,396 0.12 402 405 0.75
2018-05-07 13F-HR BFSG, LLC 145,450 141,334 -2.83 7,908 7,735 -2.19
2018-02-15 13F-HR Bb&t Investment Services, Inc. 749 527 -29.64 40 28 -30.00
2018-05-15 13F-HR Homrich & Berg 3,789 6,799 79.44 206 372 80.58
2018-01-30 13F-HR WESPAC Advisors, LLC 5,230 0 -100.00 286 0 -100.00
2018-05-11 13F-HR Fortis Advisors, LLC 328 419 27.74 18 23 27.78
2018-05-16 13F-HR Alaska Permanent Capital Management 169,976 0 -100.00 9,241 0 -100.00
2018-05-11 13F-HR Sja Financial Advisory, Llc 7,985 8,101 1.45 434 443 2.07
2018-05-16 13F-HR Laurel Wealth Advisors, Inc. 4,301 4,267 -0.79 233 233 0.00
2018-05-15 13F-HR/A Princeton Portfolio Strategies Group LLC 0 3,731 0 204
2018-05-09 13F-HR OPTIMUM INVESTMENT ADVISORS 560 31
2018-04-30 13F-HR FIRST NATIONAL TRUST CO 0 7,865 0 430
2018-02-12 13F-HR FMR LLC / Fidelity 134,464 135,472 0.75 7,340 7,366 0.35
2018-05-11 13F-HR CITIGROUP INC 803,887 661,674 -17.69 43,708 36,214 -17.15
2018-04-12 13F-HR Valeo Financial Advisors, Llc 82 144 75.61 4 8 100.00
2018-05-15 13F-HR WOLVERINE TRADING, LLC Put 0 8,000 0 438
2018-05-04 13F-HR ARGI Investment Services, LLC 6,393 5,223 -18.30 348 286 -17.82
2018-05-14 13F-HR IHT Wealth Management, LLC 14,153 36,977 161.27 769 2,023 163.07
2018-05-08 13F-HR Peak Financial Management, Inc. 150,719 113,399 -24.76 8,195 6,206 -24.27
2018-05-11 13F-HR SevenBridge Financial Group, LLC 28 0 -100.00 2 0 -100.00
2018-05-09 13F-HR NORTHERN TRUST CORP 175,077 89,036 -49.14 95 49 -48.42
2018-04-10 13F-HR CHESLEY TAFT & ASSOCIATES LLC/IL 18,185 18,185 0.00 989 995 0.61
2018-04-30 13F-HR ATRIA INVESTMENTS LLC 223,214 289,081 29.51 12,136 15,821 30.36
2018-04-16 13F-HR SII INVESTMENTS INC/WI 411,157 0 -100.00 22,353 0 -100.00
2018-02-07 13F-HR Financial Advisors Network, Inc. 111,582 120,481 7.98 6,091 6,551 7.55
2018-04-27 13F-HR COURIER CAPITAL CORP 11,377 0 -100.00 619 0 -100.00
2018-05-01 13F-HR Prairieview Partners, Llc 319,497 352,164 10.22 17,371 19,274 10.96
2018-04-30 13F-HR HARBOUR INVESTMENT MANAGEMENT LLC 30,902 29,585 -4.26 1,680 1,619 -3.63
2018-05-11 13F-HR Gemmer Asset Management LLC 775 0 -100.00 42 0 -100.00
2018-04-30 13F-HR BOYS ARNOLD & CO INC 3,983 217
2018-05-15 13F-HR Freestone Capital Holdings, LLC 4,677 4,744 1.43 254 260 2.36
2018-05-02 13F-HR Symmetry Partner, LLC 437,087 485,797 11.14 23,764 26,588 11.88
2018-05-15 13F-HR American Financial Network Advisory Services Llc 1,062 0 -100.00 58 0 -100.00
2018-04-23 13F-HR Brookstone Capital Management 5,175 7,751 49.78 281 424 50.89
2018-03-20 13F-HR Forefront Analytics, Llc 115,357 6,272
2018-05-15 13F-HR Krilogy Financial LLC 309 309 0.00 17 17 0.00
2018-05-15 13F-HR GV Financial Advisors 930 51
2018-05-11 13F-HR Private Ocean, LLC 280 15
2018-05-09 13F-HR Cetera Investment Advisers 6,032 6,059 0.45 325 333 2.46
2018-04-18 13F-HR GIRARD PARTNERS LTD. 122,849 134,721 9.66 6,679 7,373 10.39
2018-04-24 13F-HR BlueSky Wealth Advisors, LLC 157,270 172,002 9.37 8,551 9,414 10.09
2018-04-09 13F-HR BLB&B Advisors, LLC 85,709 101,843 18.82 4,660 5,574 19.61
2018-04-19 13F-HR Endurance Wealth Management, Inc. 36 0 -100.00 2 0 -100.00
2018-04-13 13F-HR BANK OF MONTREAL /CAN/ 30,495 28,846 -5.41 1,658 1,578 -4.83
2018-05-11 13F-HR Acorn Advisory Capital L.p. 25,600 4,600 -82.03 1,392 252 -81.90
2018-04-02 13F-HR Hefty Wealth Partners 103,632 0 -100.00 5,634 0 -100.00
2018-04-09 13F-HR Trust Co 1,593 1,593 0.00 87 87 0.00
2018-05-07 13F-HR Retirement Planning Group 12,342 7,176 -41.86 671 393 -41.43
2018-02-09 13F-HR Virtu Financial LLC 16,861 25,342 50.30 920 1,378 49.78
2018-04-20 13F-HR BB&T CORP 19,856 20,273 2.10 1,080 1,110 2.78
2018-04-30 13F-HR Oak Point Wealth Management 31,534 0 -100.00 1,722 0 -100.00
2018-05-09 13F-HR Cetera Advisor Networks LLC 21,527 24,246 12.63 1,170 1,326 13.33
2018-01-24 13F-HR Yellowstone Partners, LLC 15,900 16,620 4.53 868 904 4.15
2018-05-10 13F-HR DUBUQUE BANK & TRUST CO 720 159 -77.92 39 9 -76.92
2018-05-15 13F-HR Unison Advisors Llc 50,935 53,180 4.41 2,769 2,911 5.13
2018-02-23 N-Q Neiman Funds (see advisory)
2018-05-09 13F-HR CANANDAIGUA NATIONAL BANK & TRUST CO 125,866 125,236 -0.50 6,843 6,854 0.16
2018-05-15 13F-HR FIFTH THIRD BANCORP 3,244 5,150 58.75 176 282 60.23
2018-05-15 13F-HR CAHILL FINANCIAL ADVISORS INC 27,053 27,998 3.49 1,471 1,533 4.21
2018-05-15 13F-HR BLAIR WILLIAM & CO/IL 0 4,115 0 225
2018-05-11 13F-HR Covington Capital Management 34 34 0.00 2 2 0.00
2018-05-15 13F-HR MILLENNIUM MANAGEMENT LLC 173,346 73,189 -57.78 9,425 4,006 -57.50
2018-05-11 13F-HR Aveo Capital Partners, LLC 5,173 0 -100.00 281 0 -100.00
2018-04-23 13F-HR Mainstreet Investment Advisors Llc 15,000 18,000 20.00 816 985 20.71
2018-02-27 N-Q Advisors Preferred Trust (see advisory)
2018-05-01 13F-HR Dynamic Advisors Solutions LLC 0 5,476 0 300
2018-05-11 13F-HR Claraphi Advisory Network, Llc 5,686 5,423 -4.63 309 297 -3.88
2018-05-04 13F-HR D.A. DAVIDSON & CO. 273,833 300,914 9.89 14,888 16,469 10.62
2018-05-15 13F-HR AVIANCE CAPITAL MANAGEMENT, LLC 21,864 22,193 1.50 1,189 1,215 2.19
2018-04-18 13F-HR Independence Bank Of Kentucky 54 3
2018-05-14 13F-HR Nan Shan Life Insurance Co., Ltd. 825,998 45,207
2018-02-13 13F-HR Arcus Capital Partners, LLC 7,783 7,783 0.00 425 423 -0.47
2018-05-15 13F-HR Edge Advisors, Llc 581 589 1.38 31 32 3.23
2018-05-03 13F-HR Sigma Investment Management Co 6,419 7,216 12.42 349 395 13.18
2018-04-24 13F-HR Baystate Wealth Management LLC 135 135 0.00 7 7 0.00
2018-04-13 13F-HR/A Palo Capital, Inc. 4,802 263
2018-04-19 13F-HR WEBSTER BANK, N. A. 2,420 1,470 -39.26 131 80 -38.93
2018-05-14 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,139,799 1,158,140 1.61 61,975 63,387 2.28
2018-04-26 13F-HR FC Advisory LLC 135,420 138,856 2.54 7,363 7,600 3.22
2018-04-26 13F-HR JFS WEALTH ADVISORS, LLC 14,889 14,889 0.00 810 815 0.62
2018-04-12 13F-HR Bogart Wealth, Llc 81 81 0.00 4 4 0.00
2018-04-06 13F-HR Eqis Capital Management, Inc. 0 60,111 0 3,290
2018-05-15 13F-HR First Heartland Consultants, Inc. 33,351 47,569 42.63 1,813 2,603 43.57
2018-05-04 13F-HR Financial Gravity Companies, Inc. 523 29
2018-04-06 13F-HR Rathbone Brothers plc 10,975 10,222 -6.86 597 559 -6.37
2018-04-04 13F-HR CENTRAL TRUST Co 1,450 2 -99.86 79 1 -98.73
2018-05-04 13F-HR Stellar Capital Management, LLC 7,969 8,019 0.63 433 439 1.39
2018-04-16 13F-HR Raymond James Financial Services Advisors, Inc. 176,541 131,194 -25.69 9,598 7,180 -25.19
2018-02-12 13F-HR Quantum Capital Management, LLC / NJ 356,466 0 -100.00 19,459 0 -100.00
2018-05-15 13F-HR JANE STREET GROUP, LLC 4,256 5,902 38.67 231 323 39.83
2018-02-14 13F-HR MORGAN STANLEY 1,842,423 1,712,702 -7.04 100,577 93,120 -7.41
2018-04-23 13F-HR Advisory Services Network, LLC 14,474 37,803 161.18 787 2,069 162.90
2018-05-14 13F-HR Commonwealth Equity Services, Llc. 726,181 687,986 -5.26 39,482 37,653 -4.63
2018-04-25 13F-HR Sumitomo Mitsui Asset Management Company, LTD 4,735 31,969 575.16 257 1,749 580.54
2018-05-15 13F-HR 1832 Asset Management L.P. 225 111,062 49,260.89 12 6,108 50,800.00
2018-05-21 13F-HR Gyroscope Capital Management Group, LLC 11,408 0 -100.00 620 0 -100.00
2018-05-03 13F-HR Carnick & Kubik Group, LLC 10,910 5,110 -53.16 593 280 -52.78
2018-04-03 13F-HR Washington Trust Bank 194 0 -100.00 11 0 -100.00
2018-04-23 13F-HR Capital Advisors, Ltd. LLC 8,052 8,067 0.19 438 441 0.68
2018-05-10 13F-HR Bridgeworth, LLC 0 3,932 0 215
2018-02-06 13F-HR AE Wealth Management LLC 0 38,686 0 2,103
2018-05-11 13F-HR SEI INVESTMENTS CO 6,124 6,026 -1.60 333 330 -0.90
2018-05-14 13F-HR Icon Wealth Partners, Llc 1,001 0 -100.00 54 0 -100.00
2018-04-18 13F-HR OLD NATIONAL BANCORP /IN/ 4,462 4,462 0.00 243 244 0.41
2018-04-25 13F-HR JMG Financial Group, Ltd. 81,495 78,757 -3.36 4,431 4,310 -2.73
2018-04-30 13F-HR Huber Financial Advisors, Llc 461,640 489,361 6.00 25,099 26,783 6.71
2018-02-13 13F-HR Portfolio Strategies Inc 133 159 19.55 7 9 28.57
2018-05-11 13F-HR Claybrook Capital, Llc 5,565 6,365 14.38 303 348 14.85
2018-04-18 13F-HR REGIONS FINANCIAL CORP 12,653 15,071 19.11 688 825 19.91
2018-05-15 13F-HR GLENMEDE TRUST CO NA 98 98 0.00 5 5 0.00
2018-05-15 13F-HR Nelson, Van Denburg & Campbell Wealth Management Group, LLC 40,004 43,891 9.72 2,175 2,402 10.44
2018-04-25 13F-HR NewFocus Financial Group, LLC 7,667 4,687 -38.87 417 257 -38.37
2018-04-17 13F-HR Lutz Financial Services Llc 8,702 10,848 24.66 473 594 25.58
2018-05-15 13F-HR PANAGORA ASSET MANAGEMENT INC 162,013 0 -100.00 8,809 0 -100.00
2018-04-25 13F-HR UMB BANK N A/MO 4,910 5,200 5.91 267 285 6.74
2018-02-14 13F-HR Betterment LLC 10,755,310 12,261,519 14.00 587,132 666,659 13.54
2018-05-14 13F-HR Mosaic Family Wealth, LLC 44 44 0.00 2 2 0.00
2018-05-01 13F-HR Alpha Omega Wealth Management LLC 110 110 0.00 6 6 0.00
2018-03-29 N-Q Cambria Etf Trust (see advisory)
2018-04-17 13F-HR Stokes & Hubbell Capital Management, LLC 10,273 10,003 -2.63 559 547 -2.15
2018-05-07 13F-HR Valmark Advisers, Inc. 686,680 547,669 -20.24 37,335 29,974 -19.72
2018-02-22 13F-HR Ackerman Capital Advisors, Llc 56,333 0 -100.00 3,062 0 -100.00
2018-05-03 13F-HR Jacobi Capital Management LLC 221 12
2018-04-10 13F-HR Atlanta Capital Group 9,818 8,814 -10.23 534 482 -9.74
2018-04-17 13F-HR Legacy Advisors, Llc 100 0 -100.00 5 0 -100.00
2018-05-08 13F-HR Willingdon Wealth Management 185 0 -100.00 10 0 -100.00
2018-04-19 13F-HR Mosaic Financial Partners, Inc. 106,232 95,253 -10.33 5,775 5,213 -9.73
2018-05-15 13F-HR SCOTIA CAPITAL INC. 53,836 57,276 6.39 2,927 3,135 7.11
2018-05-08 13F-HR AFAM CAPITAL, INC. 198,770 10,879
2018-04-23 13F-HR F3logic, Llc 4,817 262
2018-04-17 13F-HR Atlas Capital Advisors Llc 1,437 78,647
2018-05-10 13F-HR NGAM ADVISORS, L.P. 10,433 11,418 9.44 567 625 10.23
2018-02-14 13F-HR Bdo Wealth Advisors, Llc 0 900 0 49
2018-02-09 13F-HR Baird Financial Group, Inc. 139,065 142,648 2.58 7,592 7,756 2.16
2018-05-15 13F-HR COLONY GROUP LLC 10,861 10,281 -5.34 591 563 -4.74
2018-05-02 13F-HR RETIREMENT CAPITAL STRATEGIES 308,616 317,436 2.86 16,779 17,373 3.54
2018-05-03 13F-HR BANK OF HAWAII 13,754 13,714 -0.29 748 751 0.40
2018-04-12 13F-HR White Lighthouse Investment Management Inc. 26,079 23,474 -9.99 1,418 1,285 -9.38
2018-05-15 13F-HR Towerpoint Wealth, Llc 99,573 107,784 8.25 5,414 5,899 8.96
2018-05-01 13F-HR Hanson McClain, Inc. 682 738 8.21 37 40 8.11
2018-04-24 13F-HR Mascoma Wealth Management LLC 0 745 0 41
2018-05-10 13F-HR MCF Advisors LLC 203 219 7.88 11 12 9.09
2018-04-20 13F-HR Steward Partners Investment Advisory, Llc 10 33 230.00 0 1
2018-05-02 13F-HR D.b. Root & Company, Llc 4,608 252
2018-05-11 13F-HR First Allied Advisory Services, Inc. 186,986 207,671 11.06 10,159 11,334 11.57
2018-04-09 13F-HR First PREMIER Bank 7,453 7,453 0.00 405 408 0.74
2018-05-11 13F-HR AllSquare Wealth Management LLC 195,268 198,741 1.78 10,617 10,877 2.45
2018-05-15 13F-HR TWO SIGMA SECURITIES, LLC 0 13,691 0 749
2018-05-16 13F-HR Private Capital Group, Llc 1,884 64,641 3,331.05 3,448 3,538 2.61
2018-05-15 13F-HR LPL Financial LLC 1,718,988 3,234,807 88.18 93,461 177,041 89.43
2018-05-15 13F-HR Voya Investment Management LLC 91,432 0 -100.00 4,971 0 -100.00
2018-05-09 13F-HR IFP Advisors, Inc 39,412 39,544 0.33 2,143 2,164 0.98
2018-05-09 13F-HR Cambridge Investment Research Advisors, Inc. 2,475,696 2,725,961 10.11 134,604 149,192 10.84
2018-05-10 13F-HR Csenge Advisory Group 3,962 217
2018-04-20 13F-HR LVW Advisors, LLC 20,154 27,248 35.20 1,096 1,491 36.04
2018-05-11 13F-HR PHILLIPS FINANCIAL MANAGEMENT, LLC 429,097 432,711 0.84 23,300 23,660 1.55
2018-05-15 13F-HR COLDSTREAM CAPITAL MANAGEMENT INC 4,994 0 -100.00 272 0 -100.00
2018-05-15 13F-HR Midwest Professional Planners, Ltd. 235 246 4.68 13 13 0.00
2018-04-23 13F-HR Highstreet Asset Management Inc. 1,543 3,223 108.88 84 176 109.52
2018-05-08 13F-HR Parallel Advisors, LLC 61,792 47,512 -23.11 3,360 2,600 -22.62
2018-04-24 13F-HR Cornerstone Wealth Management, LLC 21,543 23,596 9.53 1,173 1,291 10.06
2018-01-24 13F-HR HOWE & RUSLING INC 5,760 5,760 0.00 314 313 -0.32
2018-04-17 13F-HR MONEYWISE, INC. 60,587 60,926 0.56 3,294 3,335 1.24
2018-05-07 13F-HR Keel Point, LLC 23,351 27,754 18.86 1,270 1,519 19.61
2018-05-14 13F-HR ZACKS INVESTMENT MANAGEMENT 13,117 14,279 8.86 713 781 9.54
2018-04-18 13F-HR Versant Capital Management, Inc 3,686 6 -99.84 200 0 -100.00
2018-05-02 13F-HR Northwest Capital Management Inc 72,710 75,798 4.25 3,953 4,148 4.93
2018-04-10 13F-HR/A Boston Standard Wealth Management, LLC 48,140 29,546 -38.62 2,618,000 1,617,000 -38.24
2018-04-26 13F-HR CWM, LLC 1,234 441 -64.26 67 24 -64.18
2018-04-19 13F-HR Janney Montgomery Scott LLC 458,664 531,833 15.95 24,938 29,107 16.72
2018-04-16 13F-HR Coastline Trust Co 40,042 41,342 3.25 2,177 2,263 3.95
2018-05-10 13F-HR JP Morgan Chase & Co 1,436,494 21,186,479 1,374.87 78,102 1,159,535 1,384.64
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 0 3,800 0 208
2018-01-29 N-Q Saratoga Advantage Trust (see advisory)
2018-05-02 13F-HR New England Professional Planning Group Inc. 30,720 28,259 -8.01 1,670 1,541 -7.72
2018-04-13 13F-HR American Investment Services, Inc. 7,681 27,369 256.32 418 1,498 258.37
2018-05-09 13F-HR Venturi Wealth Management, LLC 32,755 77,453 136.46 1,781 4,239 138.01
2018-05-07 13F-HR Charles Schwab Investment Advisory, Inc. 11,500,901 13,174,117 14.55 625,304 721,020 15.31
2018-05-03 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 5,170 7,037 36.11 281 385 37.01
2018-04-18 13F-HR Creative Planning 17,236 11,723 -31.99 937 642 -31.48
2018-05-01 13F-HR DOWLING & YAHNKE LLC 43,702 41,160 -5.82 2,376 2,253 -5.18
2018-05-11 13F-HR Cambria Investment Management, L.P. 53,947 61,569 14.13 2,933 3,370 14.90
2018-03-16 13F-HR Aurora Financial Advisors, Llc 6,086 330
2018-04-25 13F-HR Regal Investment Advisors LLC 6,834 9,906 44.95 372 542 45.70
2018-05-11 13F-HR Sensible Financial Planning & Management, LLC. 808,426 875,992 8.36 43,954 47,943 9.08
2018-02-08 13F-HR OARSMAN CAPITAL, INC. 16,634 904
2018-04-30 13F-HR Glassman Wealth Services 9 3 -66.67 0 0
2018-05-15 13F-HR Kc Investment Advisors, Llc 5,934 325
2018-04-17 13F-HR Friedenthal Financial 64,289 69,053 7.41 3,495 3,779 8.13
2018-04-06 13F-HR Pfg Advisors 5,772 6,203 7.47 314 339 7.96
2018-04-12 13F-HR Advocacy Wealth Management Services, LLC 34 34 0.00 2 2 0.00
2018-05-09 13F-HR BlackRock Inc. 1,115,814 1,146,015 2.71 60,667 62,722 3.39
2018-05-15 13F-HR Virtue Capital Management, Llc 15,735 857
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 810,928 991,218 22.23 44,091 54,245 23.03
2018-05-10 13F-HR Stratos Wealth Partners, LTD. 102,259 98,436 -3.74 5,560 5,387 -3.11
2018-04-16 13F-HR Baltimore-Washington Financial Advisors, Inc. 25,629 0 -100.00 1,393 0 -100.00
2018-05-07 13F-HR Sawtooth Asset Management, Inc. 35,497 40,370 13.73 1,930 2,209 14.46
2018-05-11 13F-HR Financial Advocates Investment Management 12,922 3,868 -70.07 703 212 -69.84
2018-02-08 13F-HR Global Financial Private Capital, LLC 535,694 735,182 37.24 29,244 39,972 36.68
2018-05-01 13F-HR WEDBUSH SECURITIES INC 4,082 4,080 -0.05 222 223 0.45
2018-05-09 13F-HR LINCOLN NATIONAL CORP 11,715 5,506 -53.00 637 301 -52.75
2018-02-14 13F-HR PARAMETRIC PORTFOLIO ASSOCIATES LLC 206,942 196,979 -4.81 11,297 10,710 -5.20
2018-05-11 13F-HR Emerald Investment Partners, Llc 108 6
2018-04-16 13F-HR NWAM LLC 37,293 39,814 6.76 2,028 2,179 7.45
2018-05-15 13F-HR Jefferies Group LLC 22,894 0 -100.00 1,245 0 -100.00
2018-05-15 13F-HR Ancora Advisors, LLC 12,011 11,793 -1.82 653 645 -1.23
2018-05-15 13F-HR VANGUARD GROUP INC 1,512,079 1,810,986 19.77 82,211 99,115 20.56
2018-05-15 13F-HR Delta Dental Plan of Michigan, Inc. 572,275 611,814 6.91 30,898 33,485 8.37
2018-04-16 13F-HR Interactive Financial Advisors 106,720 98,215 -7.97 5,802 5,375 -7.36
2018-05-11 13F-HR Sigma Planning Corp 9,476 13,371 41.10 515 732 42.14
2018-04-13 13F-HR Lenox Wealth Advisors, Inc. 716 1,337 86.73 39 73 87.18
2018-02-13 13F-HR Compagnie Odier SCA 22,800 0 -100.00 1,245 0 -100.00
2018-05-09 13F-HR ENVESTNET ASSET MANAGEMENT INC 18,294,474 19,722,794 7.81 994,669 1,077,657 8.34
2018-05-04 13F-HR Asset Planning Services, Ltd. 6 6 0.00 0 0
2018-04-17 13F-HR Calton & Associates, Inc. 17,218 18,655 8.35 934 1,021 9.31
2018-05-11 13F-HR TWIN FOCUS CAPITAL PARTNERS, LLC 25,786 26,902 4.33 1,402 1,472 4.99
2018-05-15 13F-HR Ameritas Investment Partners, Inc. 256 501 95.70 13 27 107.69
2018-02-14 13F-HR Patriot Financial Group Insurance Agency, LLC 1,367 1,496 9.44 75 81 8.00
2018-04-30 13F-HR Brickley Wealth Management 436,904 473,874 8.46 23,754 25,935 9.18
2018-05-15 13F-HR Aevitas Wealth Management, Inc. 237 13
2018-04-19 13F-HR Cribstone Capital Management, LLC 152 152 0.00 8 8 0.00
2018-05-09 13F-HR Crabel Capital Management, Llc 46,261 47,800 3.33 2,515 2,616 4.02
2018-05-02 13F-HR Paradigm Financial Advisors, LLC 21,751 24,195 11.24 1,182 1,324 12.01
2018-05-08 13F-HR Q3 Asset Management 85,563 95,107 11.15 4,652 5,205 11.89
2018-04-16 13F-HR FINANCIAL CONSULATE, INC 19,236 19,236 0.00 1,046 1,053 0.67
2018-05-04 13F-HR Sandy Spring Bank 90 5,952 6,513.33 5 326 6,420.00
2018-04-04 13F-HR DAVENPORT & Co LLC 3,903 0 -100.00 212,206 0 -100.00
2018-05-10 13F-HR Capital Directions Investment Advisors, LLC 3 3 0.00 0 0
2018-04-19 13F-HR Asset Dedication, LLC 0 9 0 0
2018-05-11 13F-HR SOUTH STATE Corp 11,802 11,073 -6.18 602 606 0.66
2018-05-15 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 808,082 1,154,410 42.86 43,935 63,181 43.81
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Put 3,900 0 -100.00 212 0 -100.00
2018-05-08 13F-HR Advisornet Financial, Inc 478 2,938 514.64 26 161 519.23
2018-05-10 13F-HR TORONTO DOMINION BANK 1,800 6,124 240.22 98 335 241.84
2018-05-09 13F-HR Riverglades Family Offices Llc 86,463 92,328 6.78 4,701 5,053 7.49
2018-04-13 13F-HR Estate Counselors, LLC 250,440 151,250 -39.61 13,616 8,278 -39.20
2018-05-14 13F-HR Change Path, Llc 95,694 5,238
2018-04-19 13F-HR ARCADIA INVESTMENT MANAGEMENT CORP/MI 500 0 -100.00 27 0 -100.00
2018-05-11 13F-HR Cnb Bank 2,014 1,644 -18.37 110 90 -18.18
2018-05-15 13F-HR National Asset Management, Inc. 207,547 221,304 6.63 11,286 12,114 7.34
2018-05-02 13F-HR FDx Advisors, Inc. 95,906 71,018 -25.95 5,214 3,887 -25.45
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 439,115 524,791 19.51 23,869 28,648 20.02
2018-05-10 13F-HR SVA Plumb Wealth Management, LLC 21,211 24,869 17.25 1,153 1,358 17.78
2018-05-07 13F-HR VICUS CAPITAL 27,198 25,271 -7.09 1,479 1,383 -6.49
2018-04-13 13F-HR North Star Investment Management Corp. 37,413 38,143 1.95 2,034 2,088 2.65
2018-02-12 13F-HR Adviser Investments LLC 7,050 7,050 0.00 385 383 -0.52
2018-04-10 13F-HR ROCKLAND TRUST CO 56,911 59,713 4.92 3,094 3,268 5.62
2018-03-26 N-Q 1290 Funds (see advisory)
2018-05-03 13F-HR Newfound Research LLC 48 97 102.08 3 5 66.67
2018-05-11 13F-HR Patten Group, Inc. 615 615 0.00 33 34 3.03
2018-05-16 13F-HR NEXT Financial Group, Inc 0 28,712 0 1,571
2018-05-15 13F-HR Bank of New York Mellon Corp 1,287,012 1,524,228 18.43 69,974 83,421 19.22
2018-04-16 13F-HR IFC Holdings Incorporated/FL 1,018,423 0 -100.00 55,361 0 -100.00
2018-05-14 13F-HR Alphasimplex Group, Llc 25,312 29,245 15.54 1,376 1,601 16.35
2018-05-14 13F-HR Perigon Wealth Management, LLC 19 1
2018-05-11 13F-HR Amerivest Investment Management LLC 524,210 578,941 10.44 28,501 31,685 11.17
2018-04-10 13F-HR Gradient Investments LLC 4,245 953 -77.55 231 52 -77.49
2018-05-03 13F-HR PINNACLE FINANCIAL PARTNERS INC 5,047 0 -100.00 274 0 -100.00
2018-05-15 13F-HR Capstone Financial Advisors, Inc. 133,416 242,370 81.66 7,254 13,265 82.86
2018-05-08 13F-HR COUNTRY TRUST BANK 211,907 176,991 -16.48 11,521 9,687 -15.92
2018-05-07 13F-HR GREAT LAKES ADVISORS, LLC 74,271 40,236 -45.83 4,038 2,202 -45.47
2018-05-21 13F-HR MASSMUTUAL TRUST CO FSB/ADV 15,000 18,000 20.00 815,550 985,140 20.79
2018-05-14 13F-HR RAYMOND JAMES & ASSOCIATES 146,205 189,428 29.56 7,949 10,368 30.43
2018-05-21 13F-HR Alliance Wealth Management Group 68,820 75,516 9.73 3,737 4,133 10.60
2018-05-09 13F-HR/A JNBA Financial Advisors 3,211 3,211 0.00 175 176 0.57
2018-04-16 13F-HR National Planning Corp 650 0 -100.00 35,379 0 -100.00
2018-05-11 13F-HR C M BIDWELL & ASSOCIATES LTD 744 745 0.13 40 41 2.50
2018-05-07 13F-HR Md Financial Management Inc. 174,062 517,376 197.24 9,464 28,316 199.20
2018-05-15 13F-HR HighTower Advisors, LLC 76,095 94,543 24.24 4,132 5,174 25.22
2018-05-09 13F-HR AMERICAN ECONOMIC PLANNING GROUP INC /ADV 10,666 9,977 -6.46 580 546 -5.86
2018-05-02 13F-HR Tradewinds Capital Management, LLC 7,082 7,166 1.19 385 392 1.82
2018-03-01 N-Q Northern Lights Fund Trust Iii (see advisory)
2018-02-12 13F-HR Alphastar Capital Management, Llc 42,213 2,309
2018-04-24 13F-HR Live Your Vision, LLC 2,078 2,228 7.22 112 122 8.93
2018-04-11 13F-HR HT Partners LLC 360,933 364,403 0.96 19,577 19,944 1.87
2018-04-30 13F-HR HUNTINGTON NATIONAL BANK 106 28 -73.58
2018-05-03 13F-HR MEEDER ASSET MANAGEMENT INC 644 644 0.00 35 35 0.00
2018-04-17 13F-HR HOWARD CAPITAL MANAGEMENT 10,271 10,271 0.00 558 562 0.72
2018-04-24 13F-HR HOLLENCREST SECURITIES LLC 35,072 46,722 33.22 1,907 2,558 34.14
2018-02-13 13F-HR Axa 76,140 78,940 3.68 4,156 4,292 3.27
2018-05-15 13F-HR CAPTRUST FINANCIAL ADVISORS 1,775 2,454 38.25 97 134 38.14
2018-05-09 13F-HR Transamerica Financial Advisors, Inc. 202,539 188,602 -6.88 11,013 10,323 -6.27
2018-05-01 13F-HR COMERICA BANK 144,675 79,282 -45.20 7,842 4,325 -44.85
2018-05-15 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 317 17
2018-04-24 13F-HR Rehmann Capital Advisory Group 126,369 197,010 55.90 6,871 10,782 56.92
2018-05-08 13F-HR FIRST MERCANTILE TRUST CO 68,376 66,487 -2.76 3,718 3,639 -2.12
2018-05-10 13F-HR Vantage Investment Advisors, LLC 0 1,536 0 84
2018-05-14 13F-HR HENDERSON GROUP PLC 15,356 149,578 874.07 835 8,186 880.36
2018-05-14 13F-HR ALLIANCEBERNSTEIN L.P. 127,975 118,757 -7.20 6,958 6,500 -6.58
2018-04-18 13F-HR Cambridge Advisors Inc. 165,930 165,930 0.00 9,022 9,081 0.65
2018-05-07 13F-HR FIDUCIARY TRUST CO 32,140 32,138 -0.01 1,747 1,759 0.69
2018-04-20 13F-HR Seacrest Wealth Management, Llc 754 754 0.00 41 41 0.00
2018-04-11 13F-HR Portfolio Solutions, LLC 3,236 3,236 0.00 176 177 0.57
2018-05-02 13F-HR THOMPSON DAVIS & CO., INC. 314 349 11.15 17 19 11.76
2018-05-15 13F-HR OLD MISSION CAPITAL LLC 15,492 848
2018-05-09 13F-HR Personal Capital Advisors Corp 666,856 804,519 20.64 36,257 44,031 21.44
2018-04-25 13F-HR Confluence Wealth Management LLC 164,441 185,564 12.85 8,941 10,156 13.59
2018-05-10 13F-HR Sowell Financial Services LLC 23,599 46,419 96.70 1,279 2,532 97.97
2018-04-05 13F-HR Destination Wealth Management 0 12 0 1
2018-05-01 13F-HR Cypress Wealth Services, Llc 5,543 6,625 19.52 301 363 20.60
2018-02-15 13F-HR BB&T SECURITIES, LLC 65,132 92,247 41.63 3,555 5,015 41.07
2018-05-07 13F-HR COMERICA SECURITIES INC 59,129 10,505 -82.23 3,215 575 -82.12
2018-04-17 13F-HR Affiance Financial, Llc 4,523 11,039 144.06 246 604 145.53
2018-05-14 13F-HR Evercore Wealth Management, LLC 151 0 -100.00 8 0 -100.00
2018-05-15 13F-HR CLS Investments, LLC 600 0 -100.00 33 0 -100.00
2018-02-07 13F-HR Verity Asset Management, Inc. 36,348 0 -100.00 1,995 0 -100.00
2018-05-15 13F-HR QS Investors, LLC 2,688,901 2,820,592 4.90 146,196 154,370 5.59
2018-05-02 13F-HR Creative Financial Designs Inc /adv 21,363 21,853 2.29 1,161 1,196 3.01
2018-05-09 13F-HR Cetera Advisors LLC 0 19,280 0 1,058
2018-04-09 13F-HR Polaris Wealth Advisers, LLC 334,777 345,765 3.28 18,202 18,924 3.97
2018-04-23 13F-HR Financial Architects, Inc 71,363 79,033 10.75 3,880 4,325 11.47
2018-04-30 13F-HR TCI Wealth Advisors, Inc. 677 680 0.44 37 37 0.00
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 1,464,154 1,359,365 -7.16 79,607 74,399 -6.54
2018-05-15 13F-HR Integrated Wealth Concepts Llc 6,795 7,828 15.20 369 428 15.99
2018-05-14 13F-HR Capital Analysts, Inc. 297,772 307,281 3.19 16,190 16,817 3.87
2018-04-30 13F-HR REILLY FINANCIAL ADVISORS, LLC 9 9 0.00 0 0
2018-04-30 13F-HR INR ADVISORY SERVICES LLC 386,348 401,150 3.83 21,006 21,955 4.52
2018-05-10 13F-HR Tortoise Investment Management, LLC 11 13 18.18 1 1 0.00
2018-04-17 13F-HR FARMERS & MERCHANTS INVESTMENTS INC 36,928 40,389 9.37 2,008 2,210 10.06
2018-04-25 13F-HR Bartlett & Co. LLC 4,150 4,150 0.00 226 227 0.44
2018-05-10 13F-HR Mirae Asset Global Investments Co., Ltd. 1,336,910 902,610 -32.49 72,688 49,400 -32.04
2018-05-04 13F-HR AGF INVESTMENTS INC. 322 322 0.00 18 18 0.00
2018-05-15 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 290,036 577,347 99.06 15,770 31,598 100.37
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 4,099 0 224
2018-04-17 13F-HR BENJAMIN F. EDWARDS & COMPANY, INC. 2,313 3,341 44.44 126 183 45.24
2018-05-15 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,313 1,265 -3.66 71 69 -2.82
2018-05-15 13F-HR Stadion Money Management, LLC 4,920 6,000 21.95 268 328 22.39
2018-04-27 13F-HR Hudock Capital Group, LLC 89 91 2.25 4 4 0.00
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 12,802,549 13,519,975 5.60 696,074 739,948 6.30
2018-01-17 13F-HR/A Koshinski Asset Management, Inc. 8,755 8,755 0.00 464,978 465 -99.90
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 1,815,815 2,009,633 10.67 98,727 109,988 11.41
2018-05-11 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 23,733 27,647 16.49 1,291 1,513 17.20
2018-02-12 13F-HR Buckingham Asset Management, LLC 8,828 4,511 -48.90 482 245 -49.17
2018-05-03 13F-HR COMMERCE BANK 0 3,661 0 200
2018-05-11 13F-HR STIFEL FINANCIAL CORP 187,025 233,481 24.84 10,137 12,737 25.65
2018-05-11 13F-HR Goss Wealth Management LLC 4,121 37,192 802.50 224 2,034 808.04
2018-04-25 13F-HR Moloney Securities Asset Management, LLC 6,483 0 -100.00 352 0 -100.00
2018-05-16 13F-HR ASSETMARK, INC 1,597,419 1,874,916 17.37 86,852 102,614 18.15
2018-02-08 13F-HR Castle Rock Wealth Management, Llc 7,807 424
2018-05-15 13F-HR Kovack Advisors, Inc. 9,140 11,242 23.00 497 615 23.74
2018-04-10 13F-HR Gierl Augustine Investment Management Inc 34 1,531 4,402.94 2 84 4,100.00
2018-01-26 N-Q Northern Lights Fund Trust Ii (see advisory)
2018-04-16 13F-HR Riggs Asset Managment Co. Inc. 0 150 0 8
2018-05-04 13F-HR ASPIRIANT, LLC 0 108,760 0 5,952
2018-04-24 13F-HR NewSquare Capital LLC 167 0 -100.00 9 0 -100.00
2018-04-18 13F-HR Cordasco Financial Network 1,300 0 -100.00 71 0 -100.00
2018-05-02 13F-HR Financial Advisory Service, Inc. 109,125 109,580 0.42 5,933 5,997 1.08
2018-05-10 13F-HR BESSEMER GROUP INC 4,112 225
2018-02-14 13F-HR INVESTMENT CENTERS OF AMERICA INC 457,707 0 -100.00 25,004 0 -100.00
2018-05-18 13F-HR CIBC World Markets Inc. 0 13,928 0 762
2018-05-10 13F-HR Mainstay Capital Management Llc /adv 13,233 15,458 16.81 719 846 17.66
2018-05-02 13F-HR FTB Advisors, Inc. 245,007 289,478 18.15 13,284 15,819 19.08
2018-05-14 13F-HR Renaissance Technologies LLC 142,216 7,783
2018-05-21 13F-HR Front Row Advisors Llc 675 627 -7.11 37 34 -8.11
2018-03-30 N-Q Financial Investors Trust (see advisory)
2018-02-12 13F-HR Alken Asset Management Ltd. 4,327 4,081 -5.69 236 222 -5.93
2018-04-24 13F-HR McAdam, LLC 569 31
2018-05-01 13F-HR TWIN CAPITAL MANAGEMENT INC 113,980 112,740 -1.09 6,197 6,170 -0.44
2018-05-15 13F-HR Sound Income Strategies, Llc 67 67 0.00 4 4 0.00
2018-05-15 13F-HR Wilshire Associates Inc 113,980 112,740 -1.09 6,197 6,171 -0.42
2018-05-02 13F-HR Paulson Wealth Management Inc. 35,168 42,409 20.59 1,912 2,321 21.39
2018-05-15 13F-HR UBS Group AG 1,394,637 1,462,345 4.85 75,827 80,034 5.55
2018-04-06 13F-HR Carroll Financial Associates, Inc. 0 429 0 23
2018-05-15 13F-HR Advisor Group, Inc. 1,429,934 1,539,100 7.63 77,760 84,250 8.35
2018-02-12 13F-HR FIL Ltd 3,360,605 3,097,857 -7.82 183,455 168,430 -8.19
2018-04-11 13F-HR V Wealth Management,LLC 4,310 4,541 5.36 233 247 6.01
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 2,268,879 2,550,432 12.41 123,205 139,516 13.24
2018-05-15 13F-HR Advisory Alpha, LLC 3,397 186
2018-05-16 13F-HR Apcm Wealth Management For Individuals 72,330 76,030 5.12 3,932 4,161 5.82
2018-05-08 13F-HR US BANCORP \DE\ 284,367 289,776 1.90 15,462 15,860 2.57
2018-05-16 13F-HR Garde Capital, Inc. 29,621 28,768 -2.88 1,610 1,574 -2.24
2018-02-14 13F-HR BOKF, NA 51,798 50,879 -1.77 2,828 2,766 -2.19
2018-05-11 13F-HR ROOF EIDAM & MAYCOCK/ADV 52,370 11,545 -77.95 2,847 632 -77.80
2018-05-10 13F-HR BSW Wealth Partners 10,054 10,675 6.18 547 584 6.76
2018-05-15 13F-HR We Are One Seven, Llc 356 356 0.00 19 19 0.00
2018-05-11 13F-HR MML INVESTORS SERVICES, LLC 172,025 141,812 -17.56 9,353 7,761 -17.02
2018-04-10 13F-HR AMERICAN NATIONAL BANK 7,412 11,430 54.21 403 625 55.09
2018-04-12 13F-HR FIRST HAWAIIAN BANK 30,534 40,359 32.18 1,660 2,209 33.07
2018-02-14 13F-HR THRIVENT FINANCIAL FOR LUTHERANS 686 0 -100.00 37 0 -100.00
2018-05-14 13F-HR Wealthcare Advisory Partners LLC 776 886 14.18 42 49 16.67
2018-04-19 13F-HR Money Matters Financial Group Inc 27,565 7,553 -72.60 1,499 413 -72.45
2018-04-24 13F-HR Burt Wealth Advisors 69,138 69,502 0.53 3,759 3,804 1.20

Form N-Q Advisory - Experimental Feature Here!

We have recently started to include coverage of N-Q filers in our ownership database. N-Q forms are unstructured and difficult for machines to parse into accurate financial data.

However, Because of the large number of these institutions and this difficulty in tracking their positions, they represent a significant, yet hidden, market force. In an effort to widen our ownership coverage and provide greater transparency, we are testing various ways to expose these owners in an accurate manner. This early version of the crawler simply identifies mentions of companies in the N-Q forms.

Limitations:

  • We only list underlying securities (the ordinary shares), even though the actual security held might be a derivative or a related bond issue. For example, although the institution is shown on this security page ( BNDX / Vanguard Total International Bond ETF ), the institution may actually own a related security such as a preferred share or a bond. To find out the exact security, click on the institution link and then follow the link to the actual "N-Q".
  • We only list fund sponsors as institutions, even though the security might be held within a fund operated by the listed institution.. For example, the institution listed in the table as the owner is probably a sponsor of a family of ETFs or mutual funds. If so, then this security is owned by a fund or several funds within the family, and not directly owned by the listed institution. The crawler is not yet able to place these holdings within the individual funds. Atain, you must review the actual filing to see the detail.

These limitations are significant but we believe that the increased transparency outweights the limitations. Future revisions of the crawler will resolve these limitations. Use this information at your own risk!

Related Articles

ANTH: Anthera Pharmaceuticals Analysis and Research Report

14h - Asif

Overview Anthera Pharmaceuticals, Inc. is a biopharmaceutical company focused on advancing the development and commercialization of innovative medicines that benefit patients with unmet medical needs. The company currently have two compounds in development, Sollpura and blisibimod. The company licensed Sollpura from Eli Lilly & Co (“Eli Lilly”) in July 2014. Sollpura is a novel non-porcine investigational Pancreatic Enzyme Replacement Therapy (“PERT”) intended for the treatment of patients with Exocrine Pancreatic Insufficiency (“EPI”), often seen in patients with cystic fibrosis and other conditions. The company licensed blisibimod from Amgen, Inc. (“Amgen”) in December 2007. Blisibimod targets B-cell activating factor, or BAFF, which has been shown to be elevated in a variety of B-cell mediated autoimmune diseases, including Immunoglobulin A nephropathy, or IgA nephropathy. Sollpura The exocrine pancreas is responsible for synthesis and secretion of digestive en...

AGEN: Agenus Inc Analysis and Research Report

14h - Asif

Business Agenus is a clinical-stage immuno-oncology (“I-O”) company dedicated to becoming a leader in the discovery and development of innovative combination therapies and committed to bringing effective medicines to patients with cancer. The company's business is designed to drive success in I-O through speed, innovation, and effective combination therapies. Agenus has assembled fully integrated capabilities from novel target discovery, antibody generation, cell line development, and good manufacturing practice (“GMP”) manufacturing together with a comprehensive portfolio consisting of antibody-based therapeutics, adjuvants and cancer vaccine platforms. The company leverage its immune biology platforms to identify effective combination therapies for development and have developed productive partnerships to advance its innovation. The company believe the next generation of cancer treatment will build on clinically validated antibodies targeting CTLA-4 and PD-1 combined wi...

SQ: Square Analysis and Research Report

2018-05-21 - Asif

Business The company started Square in February 2009 to enable businesses (sellers) to accept card payments, an important capability that was previously inaccessible to many businesses. However, sellers also need innovative solutions to thrive, and Square has since expanded to provide additional products and services to give these businesses access to the same tools as large businesses. This approach aligns with its purpose of economic empowerment, as everything the company do should give sellers accessible, affordable tools to grow their businesses and participate in the economy. Square is a cohesive commerce ecosystem that helps its sellers start, run, and grow their businesses. The company combine sophisticated software with affordable hardware to enable sellers to turn mobile and computing devices into powerful payment and point-of-sale solutions. Square has high seller acceptance rates and fast onboarding, while maintaining low risk and fraud losses as a result of its a...

Related News Stories

BWG: A 'Fixer Upper' At A Great Price

2018-03-16 seekingalpha
BWG is a closed-end fund seeking current income with capital appreciation through investments in a portfolio of global fixed income securities. (5-0)

BrandywineGLOBAL Global Income Opportunities Fund - A 'Fixer Upper' At A Great Price

2018-03-16 seekingalpha
BWG is a closed-end fund seeking current income with capital appreciation through investments in a portfolio of global fixed income securities. (5-0)

CUSIP: 92203J407