SecurityDGRO / iShares Core Dividend Growth ETF (46434V621)
Institutional Owners207
Institutional Shares57,257,375
Institutional Value$ 3,260,330,000 USD

Institutional Stock Ownership and Shareholders

DGRO / iShares Core Dividend Growth ETF Institutional Ownership

iShares Core Dividend Growth ETF (NYSE:DGRO) has 207 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 57,257,375 shares. Largest shareholders include JP Morgan Chase & Co, Bank Of America Corp /de/, Pnc Financial Services Group, Inc., Morgan Stanley, LPL Financial LLC, Cornerstone Wealth Management, LLC, UBS Group AG, Commonwealth Equity Services, Llc., Ameriprise Financial Inc, and Wells Fargo & Company/mn.
iShares Core Dividend Growth ETF (NYSE:DGRO) 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)
2018-08-09 13F-HR PARSONS CAPITAL MANAGEMENT INC/RI 37,696 38,887 3.16 1,278 1,333 4.30
2018-07-23 13F-HR NAPLES GLOBAL ADVISORS, LLC 13,915 14,200 2.05 472 487 3.18
2018-08-13 13F-HR Asset Dedication, LLC 43,674 47,896 9.67 1,478 1,638 10.83
2018-08-14 13F-HR Alphastar Capital Management, Llc 40,616 1,392
2018-08-09 13F-HR Tortoise Investment Management, LLC 205 205 0.00 7 7 0.00
2018-07-26 13F-HR REGIONS FINANCIAL CORP 33,201 36,693 10.52 1,126 1,258 11.72
2018-08-14 13F-HR BRYN MAWR TRUST Co 9,525 327
2018-08-14 13F-HR Northstar Wealth Partners LLC 6,818 6,818 0.00 231 233 0.87
2018-08-10 13F-HR Hartford Financial Management Inc. 0 2,078 0 71
2018-07-19 13F-HR Epstein & White Financial Llc 15,745 9,632 -38.83 533 329 -38.27
2018-07-27 13F-HR/A WHITTIER TRUST CO 1,372 1,372 0.00 46 47 2.17
2018-08-14 13F-HR Raab & Moskowitz Asset Management LLC 6,072 0 -100.00 205 0 -100.00
2018-08-13 13F-HR Global Retirement Partners, Llc 123 394 220.33 4 14 250.00
2017-07-20 13F-HR MANNING & NAPIER ADVISORS LLC 1,662
2018-07-30 13F-HR First Capital Advisors Group, LLC. 5,193 0 -100.00 176 0 -100.00
2018-07-24 13F-HR DOCK STREET ASSET MANAGEMENT INC 13,704 13,704 0.00 465 470 1.08
2018-09-04 13F-HR Strategic Wealth Partners, Ltd. 296,658 367,069 23.73 10,057 12,583 25.12
2018-08-13 13F-HR Horizon Investments, LLC 65,361 2,241
2018-08-13 13F-HR INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 1,569 2,381 51.75 53 82 54.72
2018-08-09 13F-HR BlackRock Inc. 40,263 25,955 -35.54 1,365 889 -34.87
2018-07-26 13F-HR PLANNING ALTERNATIVES LTD /ADV 107,619 106,841 -0.72 3,648 3,663 0.41
2018-08-03 13F-HR Capital Analysts, Inc. 703 703 0.00 24 24,098 100,308.33
2018-08-08 13F-HR PINNACLE ASSOCIATES LTD 6,140 210
2018-07-17 13F-HR Legacy Financial Advisors, Inc. 122,975 139,673 13.58 4,187 4,911 17.29
2018-07-24 13F-HR First Command Advisory Services, Inc. 2,532,267 109,298 -95.68 92,704 3,755 -95.95
2018-05-11 13F-HR CITIGROUP INC 96,383 108,653 12.73 3,353 3,683 9.84
2018-08-13 13F-HR Baird Financial Group, Inc. 264,289 260,562 -1.41 8,959 8,932 -0.30
2018-07-23 13F-HR BerganKDV Wealth Management, LLC 0 3,255 0 112
2018-07-24 13F-HR Janney Montgomery Scott LLC 43,183 44,821 3.79 1,464 1,536 4.92
2018-08-16 13F-HR Feltz WealthPLAN Inc. 686,469 784,955 14.35 23,271 26,909 15.63
2018-08-13 13F-HR IHT Wealth Management, LLC 1,584 0 -100.00 53 0 -100.00
2018-08-14 13F-HR MORGAN STANLEY 3,669,271 3,617,848 -1.40 124,388 124,019 -0.30
2018-07-17 13F-HR BERKSHIRE ASSET MANAGEMENT LLC/PA 9,270 8,708 -6.06 314 299 -4.78
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 71,537 77,856 8.83 2,425 2,669 10.06
2018-08-10 13F-HR CITIGROUP INC 108,653 130,798 20.38 3,683 4,483 21.72
2018-02-06 13F-HR Mendel Money Management 6,510 226
2018-08-14 13F-HR Sowell Financial Services LLC 9,016 12,797 41.94 302 461 52.65
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 34,442 22,526 -34.60 1,168 772 -33.90
2018-08-14 13F-HR F3logic, Llc 114,361 208,245 82.09 3,884 7,178 84.81
2018-09-05 13F-HR Wealth & Pension Services Group, Inc. 93,118 3,192
2018-08-02 13F-HR Emerald Investment Partners, Llc 148,545 160,730 8.20 5,036 5,542 10.05
2018-08-09 13F-HR Gradient Investments LLC 450 450 0.00 15 15 0.00
2018-08-07 13F-HR GIRARD PARTNERS LTD. 6,364 6,364 0.00 216 218 0.93
2018-07-19 13F-HR Pfg Advisors 17,931 18,770 4.68 608 643 5.76
2018-08-14 13F-HR Sanchez Wealth Management Group 174,681 176,707 1.16 5,792 6,057 4.58
2018-07-31 13F-HR CWM, LLC 105,164 108,317 3.00 3,565 3,713 4.15
2018-05-15 13F-HR National Asset Management, Inc. 54,326 56,737 4.44 1,890 1,924 1.80
2018-08-13 13F-HR BB&T SECURITIES, LLC 65,476 72,781 11.16 2,219 2,494 12.39
2018-07-25 13F-HR Kessler Investment Group, LLC 1,449 50
2018-08-08 13F-HR BIEGEL & WALLER LLC 66,680 71,245 6.85 2,260 2,442 8.05
2018-08-14 13F-HR Towercrest Capital Management 156,103 156,009 -0.06 5,292 5,348 1.06
2018-07-24 13F-HR Squar Milner Financial Services Llc 9,166 9,518 3.84 311 326 4.82
2018-08-14 13F-HR Cetera Advisor Networks LLC 104,501 143,543 37.36 3,543 4,923 38.95
2018-08-13 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 303 241 -20.46 10 8 -20.00
2018-07-31 13F-HR Destination Wealth Management 79,875 86,334 8.09 2,708 2,960 9.31
2018-07-20 13F-HR Creative Planning 8,606 8,890 3.30 292 305 4.45
2018-07-13 13F-HR BANK OF MONTREAL /CAN/ 500 1,348 169.60 17 46 170.59
2018-07-25 13F-HR Strategic Financial Group, LLC 9,135 13,909 52.26 310 477 53.87
2018-08-13 13F-HR Dorsey & Whitney Trust CO LLC 33,575 65,451 94.94 1,138 2,243 97.10
2018-08-02 13F-HR D.A. DAVIDSON & CO. 93,679 97,999 4.61 3,176 3,359 5.76
2018-07-12 13F-HR Pfs Investments Inc. 199,801 7,035
2018-08-13 13F-HR WAYNE HUMMER INVESTMENTS L.L.C. 36,895 60,048 62.75 1,251 2,058 64.51
2018-08-02 13F-HR Biondo Investment Advisors, LLC 17,205 18,380 6.83 583 630 8.06
2018-07-23 13F-HR Stone House Investment Management, LLC 42,040 44,098 4.90 1,425 1,512 6.11
2018-08-14 13F-HR Lee Financial CORP 4,822 6,866 42.39 163 235 44.17
2018-08-03 13F-HR CYPRESS CAPITAL MANAGEMENT LLC 6,725 6,725 0.00 228 231 1.32
2018-08-08 13F-HR BRONFMAN E.L. ROTHSCHILD, L.P. 3,022 2,199 -27.23 102 75 -26.47
2018-07-09 13F-HR Capital Investment Advisors, LLC 45,552 1,562
2018-08-08 13F-HR Financial Advocates Investment Management 10,552 13,270 25.76 358 456 27.37
2018-07-30 13F-HR Ballew Advisors, Inc 420 300 -28.57 14 10 -28.57
2018-08-14 13F-HR FIFTH THIRD BANCORP 1,154 1,404 21.66 39 48 23.08
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 994,658 1,061,061 6.68 31,153 34,453 10.59
2018-08-07 13F-HR Family Capital Trust Co 7,300 7,300 0.00 247 250 1.21
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 0 8,393 0 288
2018-07-24 13F-HR SCHMIDT P J INVESTMENT MANAGEMENT INC 12,082 13,457 11.38 410 461 12.44
2018-08-07 13F-HR Valmark Advisers, Inc. 26,778 32,944 23.03 908 1,129 24.34
2018-07-20 13F-HR Steward Partners Investment Advisory, Llc 3,065 6,384 108.29 103 219 112.62
2018-08-27 13F-HR Bdo Wealth Advisors, Llc 2,298 2,298 0.00 78 79 1.28
2018-08-09 13F-HR First Heartland Consultants, Inc. 10,836 11,126 2.68 367 381 3.81
2018-08-09 13F-HR Bay Colony Advisory Group, Inc D/b/a Bay Colony Advisors 537 18
2018-02-08 13F-HR GIRARD SECURITIES, INC. 26,590 0 -100.00 864 0 -100.00
2018-08-14 13F-HR Arete Wealth Advisors, LLC 52,318 53,567 2.39 1,774 1,836 3.49
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 4,884,787 4,901,339 0.34 165,594 168,018 1.46
2018-08-03 13F-HR Global Financial Private Capital, LLC 8,837 19,548 121.21 300 670 123.33
2018-08-08 13F-HR 180 Wealth Advisors, Llc 80,357 91,255 13.56 2,728 3,128 14.66
2018-07-11 13F-HR Bouchey Financial Group Ltd 5,960 5,960 0.00 202 204 0.99
2018-07-19 13F-HR Carroll Financial Associates, Inc. 64,428 58,523 -9.17 2,184 2,006 -8.15
2018-07-24 13F-HR Cribstone Capital Management, LLC 39,033 43,319 10.98 1,323 1,485 12.24
2017-01-13 13F-HR MetLife Securities, Inc 80,538 96,350 19.63 2,225 2,785 25.17
2018-08-14 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 10,439 14,316 37.14 354 491 38.70
2018-08-07 13F-HR Quad-cities Investment Group, Llc 3,896 136
2018-08-14 13F-HR LPL Financial LLC 1,853,951 2,079,161 12.15 62,849 71,274 13.41
2018-07-20 13F-HR Capital Advisors, Ltd. LLC 37,900 38,459 1.47 1,285 1,318 2.57
2018-08-13 13F-HR Patten Group, Inc. 35 35 0.00 1 1 0.00
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 1,427,214 1,661,921 16.45 49,180 56,975 15.85
2018-08-14 13F-HR Centaurus Financial, Inc. 3,293 113
2018-09-17 13F-HR Strategic Wealth Advisors Group,Inc. 54,129 0 -100.00 1,834 0 -100.00
2017-05-15 13F-HR Lebenthal Asset Management, LLC 14,538 9,688 -33.36 420 295 -29.76
2018-08-14 13F-HR ALBION FINANCIAL GROUP /UT 50,277 49,674 -1.20 1,704 1,703 -0.06
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 1,581,559 1,687,537 6.70 53,614 57,849 7.90
2018-08-06 13F-HR Beaumont Financial Partners, LLC 16,386 20,681 26.21 555 709 27.75
2018-08-14 13F-HR Resources Investment Advisors, Inc. 253 253 0.00 9 9 0.00
2018-08-08 13F-HR FDx Advisors, Inc. 0 10,768 0 369
2018-08-13 13F-HR Tillar-Wenstrup Advisors, LLC 8,565 8,922 4.17 290 306 5.52
2018-08-14 13F-HR HighTower Advisors, LLC 215,163 211,757 -1.58 7,298 7,252 -0.63
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 1,484,367 1,601,229 7.87 50,320 54,891 9.08
2018-07-11 13F-HR Lowe fs, LLC 185 225 21.62 6 8 33.33
2018-07-26 13F-HR Atlanta Capital Group 7,584 7,584 0.00 257 260 1.17
2018-08-02 13F-HR Fiduciary Group LLC 82,940 81,037 -2.29 2,812 2,778 -1.21
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 141,343 141,343 0.00 4,786 4,786 0.00
2018-08-14 13F-HR JOHNSON INVESTMENT COUNSEL INC 16,310 5,913 -63.75 552 202 -63.41
2018-08-14 13F-HR Fernwood Investment Management, LLC 8,289 12,329 48.74 281 423 50.53
2018-08-02 13F-HR DAVIDSON INVESTMENT ADVISORS 11,944 12,106 1.36 405 415 2.47
2018-08-03 13F-HR FIDUCIARY TRUST CO 6,068 6,068 0.00 206 208 0.97
2018-08-09 13F-HR HEADINVEST, LLC 6,750 6,750 0.00 229 231 0.87
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 18,057 23,052 27.66 612 790 29.08
2018-08-08 13F-HR Ausdal Financial Partners, Inc. 7,809 9,031 15.65 265 310 16.98
2018-08-14 13F-HR CT Mason 730 25
2018-08-10 13F-HR Massey, Quick & Co., LLC 2,632 90
2018-05-14 13F-HR Corient Capital Partners, LLC 6,001 6,001 0.00 209 203 -2.87
2018-08-14 13F-HR Cetera Investment Advisers 27,305 27,043 -0.96 926 929 0.32
2018-08-14 13F-HR ROYAL BANK OF CANADA 451,770 584,758 29.44 15,314 20,045 30.89
2018-08-09 13F-HR Private Advisor Group, LLC 204,239 161,771 -20.79 6,924 5,556 -19.76
2018-08-13 13F-HR Mascoma Wealth Management LLC 149,259 8,442 -94.34 5,060 289 -94.29
2018-08-15 13F-HR Mutual Advisors, Llc 22,493 34,758 54.53 763 1,192 56.23
2018-08-09 13F-HR Edmonds Duncan Registered Investment Advisors, LLC 33,480 33,518 0.11 1,135 1,149 1.23
2018-08-07 13F-HR Good Life Advisors, LLC 16,500 17,207 4.28 549 585 6.56
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 248,205 283,280 14.13 8,414 9,711 15.41
2018-08-14 13F-HR Cetera Advisors LLC 135,677 140,784 3.76 4,588 4,823 5.12
2018-07-20 13F-HR First Command Bank 1,122 1,122 0.00 38,036 38 -99.90
2018-07-25 13F-HR NORTH AMERICAN MANAGEMENT CORP 249,238 154,550 -37.99 8,449 5,298 -37.29
2018-08-13 13F-HR Advisor Group, Inc. 296,843 308,975 4.09 10,063 10,592 5.26
2018-07-18 13F-HR FOUNDERS FINANCIAL SECURITIES LLC 40,668 1,394
2018-08-14 13F-HR COLONY GROUP LLC 65,346 63,216 -3.26 2,215 2,167 -2.17
2018-07-30 13F-HR PARK AVENUE SECURITIES LLC 8,624 296
2018-08-10 13F-HR UNITED SERVICES AUTOMOBILE ASSOCIATION 230,500 230,501 0.00 7,814 7,902 1.13
2018-08-08 13F-HR Private Ocean, LLC 502 503 0.20 17 17 0.00
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 952,013 951,748 -0.03 32,273 32,626 1.09
2018-08-13 13F-HR Mandatum Life Insurance Co Ltd 12,425 12,425 0.00 421 426 1.19
2018-07-13 13F-HR TRUE Private Wealth Advisors 29,541 34,112 15.47 1,001 1,175 17.38
2018-07-19 13F-HR BENJAMIN F. EDWARDS & COMPANY, INC. 50 50 0.00 2 2 0.00
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 8,998,539 9,157,207 1.76 305,051 313,909 2.90
2018-07-24 13F-HR First Command Financial Services, Inc. 109,298 3,755
2018-08-14 13F-HR Almanack Investment Partners, LLC. 9,833 8,909 -9.40 333 305 -8.41
2018-08-14 13F-HR Mariner Wealth Advisors, LLC 384,306 13,174
2018-08-07 13F-HR Essex Financial Services, Inc. 23,677 0 -100.00 803 0 -100.00
2018-08-14 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 222,212 235,121 5.81 7,533 8,060 7.00
2018-07-13 13F-HR FormulaFolio Investments, LLC 136,649 171,055 25.18 4,632 5,864 26.60
2018-08-03 13F-HR Financial Partners Group, Inc 204,993 227,523 10.99 6,949 7,799 12.23
2018-08-06 13F-HR HL FINANCIAL SERVICES LLC 9,849 338
2018-08-01 13F-HR ASSETMARK, INC 0 104,961 0 3,598
2018-08-01 13F-HR Kovack Advisors, Inc. 18,406 20,601 11.93 624 706 13.14
2018-08-13 13F-HR RMB Capital Management, LLC 58,860 57,415 -2.45 1,995 1,968 -1.35
2018-08-02 13F-HR VICUS CAPITAL 20,297 20,267 -0.15 688 695 1.02
2017-02-10 13F-HR BlackRock Investment Management, LLC 18,308 17,978 -1.80 506 520 2.77
2018-08-15 13F-HR BSC PRIVATE WEALTH MANAGEMENT, LLC 1,500 0 -100.00 51 0 -100.00
2018-07-16 13F-HR FC Advisory LLC 148,598 143,718 -3.28 5,037 4,927 -2.18
2018-08-14 13F-HR Stewardship Financial Advisors, Llc 408,167 367,669 -9.92 13,837 12,604 -8.91
2018-08-14 13F-HR STIFEL FINANCIAL CORP 60,418 68,596 13.54 2,054 2,351 14.46
2018-08-10 13F-HR YorkBridge Wealth Partners, LLC 13,635 13,910 2.02 465 477 2.58
2018-08-20 13F-HR MASSMUTUAL TRUST CO FSB/ADV 1,778 1,714 -3.60 60,274 58,756 -2.52
2018-08-08 13F-HR US BANCORP \DE\ 359 521 45.13 12 18 50.00
2018-07-05 13F-HR/A EisnerAmper Wealth Management Corporate Benefits, LLC 0 15,645 0 536
2018-08-07 13F-HR IFP Advisors, Inc 19,690 26,715 35.68 667 916 37.33
2018-08-13 13F-HR Summit X, Llc 7,686 1,190 -84.52 260 393 51.15
2018-08-01 13F-HR SYNOVUS FINANCIAL CORP 802 802 0.00 27 27 0.00
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 49,245 1,978,506 3,917.68 1,628 57,598 3,437.96
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 1,173,626 390,497 -66.73 39,786 13,386 -66.35
2018-08-13 13F-HR Cardan Capital Partners, LLC 62,298 60,699 -2.57 2,112 2,081 -1.47
2017-01-30 13F-HR CFO4Life, L.P. 211,428 232,918 10.16 5,840 6,731 15.26
2018-08-03 13F-HR SEI INVESTMENTS CO 1,033 123,784 11,882.96 35 4,244 12,025.71
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 272,219 469,474 72.46 9,228 16,093 74.39
2018-08-14 13F-HR Edge Advisors, Llc 5,339 5,339 0.00 180 183 1.67
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 365,373 427,437 16.99 12,386 14,653 18.30
2018-04-18 13F-HR Huntington Steele LLC 158,520 158,520 0.00 5,513 5,374 -2.52
2018-08-16 13F-HR Harwood Advisory Group, LLC 13,743 17,456 27.02 465 598 28.60
2018-08-14 13F-HR Baker Avenue Asset Management, LP 85,268 102,183 19.84 2,891 3,503 21.17
2018-07-30 13F-HR Parallel Advisors, LLC 100 99 -1.00 3 3 0.00
2018-08-14 13F-HR PERRITT CAPITAL MANAGEMENT INC 34,203 35,062 2.51 1,184 1,202 1.52
2018-08-13 13F-HR Westside Investment Management, Inc. 184 185 0.54 6,109 6,364 4.17
2018-08-14 13F-HR Keystone Financial Group 23,893 821
2017-01-30 13F-HR GRAY FINANCIAL GROUP /GA /ADV /ADV 657,929 657,929 0.00 18,171,998 19,014 -99.90
2018-09-20 13F-HR Rehmann Capital Advisory Group 32,250 35,730 10.79 1,093 1,224,809 111,959.38
2018-08-02 13F-HR Sigma Planning Corp 188,763 203,127 7.61 6,399 6,963 8.81
2018-08-13 13F-HR Marino, Stram & Associates Llc 7,998 7,330 -8.35 271 251 -7.38
2018-08-14 13F-HR UBS Group AG 1,900,655 1,871,277 -1.55 64,432 64,147 -0.44
2018-08-13 13F-HR Veritable, L.P. 27,642 27,942 1.09 937 958 2.24
2018-07-27 13F-HR Advisory Services Network, LLC 47,676 102,206 114.38 1,616 3,677 127.54
2018-08-03 13F-HR Cornell Pochily Investment Advisors, Inc. 15,607 18,736 20.05 529 642 21.36
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-08-08 13F-HR Private Capital Group, Llc 300 300 0.00 10 10 0.00
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 18,581 21,330 14.79 630 731 16.03
2018-08-15 13F-HR JANE STREET GROUP, LLC 0 241,139 0 8,266
2018-08-13 13F-HR Certified Advisory Corp 20,481 21,422 4.59 694 734 5.76
2018-04-16 13F-HR SII INVESTMENTS INC/WI 32,696 0 -100.00 1,137 0 -100.00
2018-08-08 13F-HR LINCOLN NATIONAL CORP 127,700 139,191 9.00 4,329 4,771 10.21
2018-08-14 13F-HR Clark Capital Management Group, Inc. 44,101 0 -100.00 1,495 0 -100.00
2018-08-14 13F-HR Patriot Financial Group Insurance Agency, LLC 2,985 235 -92.13 99 8 -91.92
2018-08-13 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 299,794 345,891 15.38 10,163 11,858 16.68
2018-08-14 13F-HR Valeo Financial Advisors, Llc 74 0 -100.00 3 0 -100.00
2018-08-10 13F-HR KCM INVESTMENT ADVISORS LLC 40,656 38,101 -6.28 1,378 1,306 -5.22
2018-08-08 13F-HR Formidable Asset Management, LLC 17,428 17,125 -1.74 591 587 -0.68
2018-07-26 13F-HR Moloney Securities Asset Management, LLC 14,550 499
2018-08-07 13F-HR TD Capital Management LLC 200 200 0.00 7 7 0.00
2018-07-09 13F-HR DAVENPORT & Co LLC 12,312 12,597 2.31 417,377 432 -99.90
2018-08-14 13F-HR JP Morgan Chase & Co 10,799,839 12,763,382 18.18 366,115 437,529 19.51
2018-08-10 13F-HR OPPENHEIMER & CO INC 22,765 22,931 0.73 772 786 1.81
2018-07-17 13F-HR Concorde Asset Management, LLC 11,595 7,467 -35.60 395 256 -35.19
2018-07-26 13F-HR CLEAR INVESTMENT RESEARCH, LLC 590 590 0.00 20 20 0.00
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 34,863 35,827 2.77 1,156 1,228 6.23
2018-08-08 13F-HR Homrich & Berg 106,056 104,036 -1.90 3,595 3,566 -0.81
2018-07-30 13F-HR Trustcore Financial Services, Llc 410 410 0.00 14 14 0.00
2018-08-08 13F-HR First Allied Advisory Services, Inc. 11,491 15,666 36.33 390 533 36.67
2018-07-05 13F-HR Clarus Wealth Advisors 1,514 51
2018-08-10 13F-HR M&T BANK CORP 8,599 6,028 -29.90 291 207 -28.87
2018-08-13 13F-HR PARAMETRIC PORTFOLIO ASSOCIATES LLC 7,459 7,606 1.97 253 261 3.16
2018-08-13 13F-HR NORTHERN OAK WEALTH MANAGEMENT INC 15,035 15,035 0.00 509 515 1.18
2018-07-18 13F-HR Cornerstone Advisors, Inc. 167 6
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 9,201 0 -100.00 312 0 -100.00

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EKSO: Ekso Bionics Holdings Analysis and Research Report

2018-09-18 - Asif

Overview The company design, develop and sell exoskeleton technology to augment human strength, endurance and mobility. The company's exoskeleton technology serves multiple markets and can be used both by able-bodied users as well as by persons with physical disabilities. Ekso Bionics has sold, rented or leased devices that (a) enable individuals with neurological conditions affecting gait (stroke and spinal cord injury) to rehabilitate and to walk again and (b) allow industrial workers to perform heavy duty work for extended periods. Today, its medical exoskeleton, Ekso GT, is used as a rehabilitation tool to allow physicians and therapists to rehabilitate patients who have suffered a stroke or spinal cord injury. With its unique features designed specifically for hospitals and its proprietary SmartAssist software, Ekso GT allows for the early mobilization of patients, with high step count and high dosage treatments. The intent is to allow the patient’s central nervous syst...

AGRX: Agile Therapeutics Analysis and Research Report

2018-09-18 - Asif

Overview Agile Therapeutics is a forward-thinking women’s healthcare company dedicated to fulfilling the unmet health needs of today’s women. Twirla® and its other current potential product candidates are designed to provide women with contraceptive options that offer greater convenience and facilitate compliance. The company's lead product candidate, Twirla, also known as AG200-15, is a once-weekly prescription contraceptive patch that is at the end of Phase 3 clinical development. Since its inception in 1997, Agile Therapeutics has devoted substantial resources to developing Twirla, building its intellectual property portfolio, business planning, raising capital and providing general and administrative support for these operations. The company incurred research and development expenses of $14.4 million, $20.9 million and $25.6 million during the years ended December 31, 2017, 2016 and 2015, respectively. The company incurred research and development expenses of $2.4 milli...

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