SecurityPKW / PowerShares Buyback Achievers Portfolio (73935X286)
Institutional Owners149
Institutional Shares7,973,002
Institutional Value$ 2,438,559,000 USD

Institutional Stock Ownership and Shareholders()

PowerShares Buyback Achievers Portfolio (NASDAQ:PKW) has 149 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 7,973,002 shares. Largest shareholders include Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, UBS Group AG, Wells Fargo & Company/mn, Bank of New York Mellon Corp, Royal Bank Of Canada, Banque Pictet & Cie Sa, Pictet North America Advisors SA, and Madison Investment Holdings Inc.
PowerShares Buyback Achievers Portfolio (NASDAQ:PKW) 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 HighTower Advisors, LLC 6,384 5,980 -6.33 378 340 -10.05
2018-05-10 13F-HR Stratos Wealth Partners, LTD. 6,653 5,566 -16.34 393 317 -19.34
2018-04-12 13F-HR Legacy Financial Advisors, Inc. 695 450 -35.25 41 25 -39.02
2018-05-14 13F-HR Baird Financial Group, Inc. 14,652 0 -100.00 865 0 -100.00
2018-05-11 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 17,442 17,771 1.89 1,029 1,012 -1.65
2018-05-15 13F-HR CREDIT SUISSE AG/ 74,843 109,340 46.09 4,416 6,225 40.96
2018-05-01 13F-HR WHITTIER TRUST CO OF NEVADA INC 10,800 10,700 -0.93 637 609 -4.40
2018-05-14 13F-HR Commonwealth Equity Services, Llc. 177,405 179,552 1.21 10,469 10,221 -2.37
2018-04-16 13F-HR Raymond James Financial Services Advisors, Inc. 181,078 168,076 -7.18 10,686 9,568 -10.46
2018-05-14 13F-HR Wealthcare Advisory Partners LLC 136 2,908 2,038.24 8 166 1,975.00
2018-05-01 13F-HR Shepherd Financial Partners LLC 12,504 11,819 -5.48 739 671 -9.20
2018-04-30 13F-HR WAGNER BOWMAN MANAGEMENT CORP 11,169 10,670 -4.47 659 607 -7.89
2018-05-15 13F-HR CPCM, LLC 5,500 5,500 0.00 325 313 -3.69
2018-05-23 13F-HR Bdo Wealth Advisors, Llc 0 99 0 6
2018-04-26 13F-HR Ifg Advisory, Llc 73,558 68,427 -6.98 2,948 2,616 -11.26
2018-05-15 13F-HR Ahrens Investment Partners Llc 17,401 16,851 -3.16 1,027 959 -6.62
2018-05-11 13F-HR Financial Advocates Investment Management 15,697 15,697 0.00 926 894 -3.46
2018-04-24 13F-HR SignalPoint Asset Management, LLC 8,685 9,817 13.03 513 559 8.97
2018-04-17 13F-HR Calton & Associates, Inc. 9,653 9,353 -3.11 606 532 -12.21
2018-05-10 13F-HR JP Morgan Chase & Co 15,866 17,158 8.14 936 976 4.27
2018-05-14 13F-HR Jackson, Grant Investment Advisers, Inc. 1,214 1,215 0.08 72 69 -4.17
2018-05-11 13F-HR TIEDEMANN WEALTH MANAGEMENT, LLC 10,667 0 -100.00 2,609 0 -100.00
2018-05-07 13F-HR Strategic Wealth Advisors Group,Inc. 16,010 15,838 -1.07 945 901 -4.66
2018-05-04 13F-HR PEDDOCK CAPITAL ADVISORS, LLC 691 691 0.00 41 39 -4.88
2018-05-11 13F-HR CITIGROUP INC 17,374 17,622 1.43 1,025 1,003 -2.15
2018-04-20 13F-HR Seacrest Wealth Management, Llc 1,737 1,737 0.00 103 99 -3.88
2018-05-10 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 22,816 22,816 0.00 1,346 1,299 -3.49
2018-05-03 13F-HR Bedel Financial Consulting, Inc. 200 11
2018-05-17 13F-HR M Holdings Securities, Inc. 12,616 12,853 1.88 744 732 -1.61
2018-05-07 13F-HR SYNOVUS FINANCIAL CORP 0 645 0 37
2018-05-07 13F-HR Johnson Financial Group, Inc. 1,037 0 -100.00 61 0 -100.00
2018-05-09 13F-HR/A KCM INVESTMENT ADVISORS LLC 5,026 0 -100.00 297 0 -100.00
2017-08-18 13F-HR WFG Advisors, LP 2,562 2,566 0.16 133 138 3.76
2018-05-15 13F-HR UBS Group AG 350,358 353,511 0.90 20,675 20,125 -2.66
2017-05-03 13F-HR TIAA CREF TRUST CO FSB/MO 10,298 535
2018-04-18 13F-HR ASSET ADVISORS CORP 692 692 0.00 41 39 -4.88
2018-05-04 13F-HR Sandy Spring Bank 1,534 1,534 0.00 91 87 -4.40
2018-05-17 13F-HR Atlantic Trust Group, LLC 600 600 0.00 35 34 -2.86
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 80,922 79,969 -1.18 4,775 4,553 -4.65
2018-04-05 13F-HR Evanson Asset Management, LLC 6,009 6,009 0.00 355 342 -3.66
2018-05-14 13F-HR Pacific Sun Financial Corp 16,800 956
2018-05-09 13F-HR Cetera Advisor Networks LLC 36,123 27,452 -24.00 2,136 1,564 -26.78
2018-04-03 13F-HR PRIVATE TRUST CO NA 3,875 3,875 0.00 228 220 -3.51
2018-05-15 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 300 300 0.00 18 17 -5.56
2018-05-08 13F-HR Kelman-Lazarov, Inc. 21,250 20,246 -4.72 1,254 1,153 -8.05
2018-04-13 13F-HR BANK OF MONTREAL /CAN/ 4,305 3,955 -8.13 254 225 -11.42
2018-05-14 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 5,458 5,658 3.66 322 322 0.00
2018-05-14 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 138 138 0.00 8 8 0.00
2018-05-15 13F-HR JANE STREET GROUP, LLC 9,358 50,400 438.58 552 2,869 419.75
2018-05-15 13F-HR Ancora Advisors, LLC 22,369 22,369 0.00 1,320 1,274 -3.48
2018-02-15 13F-HR Measured Wealth Private Client Group, Llc 7,270 404
2018-05-15 13F-HR Tower Research Capital LLC (TRC) 5,121 16,328 218.84 302 929 207.62
2018-06-05 13F-HR WealthTrust Fairport, LLC 0 2,543 0 145
2018-05-08 13F-HR Pictet North America Advisors SA 219,942 205,116 -6.74 12,979 11,677 -10.03
2018-04-27 13F-HR Strategic Financial Group, LLC 34,272 27,680 -19.23 2,022 1,576 -22.06
2018-05-08 13F-HR NORTHERN CAPITAL MANAGEMENT LLC 76,505 77,855 1.76 4,515 4,432 -1.84
2018-05-07 13F-HR Castleview Partners, Llc 35,381 2,014
2018-02-08 13F-HR GIRARD SECURITIES, INC. 3,603 0 -100.00 200 0 -100.00
2018-05-08 13F-HR US BANCORP \DE\ 24,394 19,198 -21.30 1,440 1,093 -24.10
2018-05-11 13F-HR First Allied Advisory Services, Inc. 5,725 5,825 1.75 339 331 -2.36
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 210,419 214,088 1.74 12,418 12,187 -1.86
2018-05-15 13F-HR GOLDMAN SACHS GROUP INC 27,977 6,975 -75.07 1,651 397 -75.95
2018-04-19 13F-HR Janney Montgomery Scott LLC 10,959 11,640 6.21 647 663 2.47
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 0 9,900 0 563
2018-05-10 13F-HR Gator Capital Management, LLC 6,361 6,481 1.89 375 369 -1.60
2018-05-14 13F-HR BB&T SECURITIES, LLC 22,449 22,541 0.41 1,324 1,283 -3.10
2018-05-10 13F-HR MCF Advisors LLC 122 0 -100.00 7 0 -100.00
2018-05-11 13F-HR CITADEL ADVISORS LLC 24,820 1,412
2018-05-01 13F-HR BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,625 3,555 -1.93 213 202 -5.16
2018-05-25 13F-HR/A SUNTRUST BANKS INC 14,459 9,775 -32.40 852 556 -34.74
2018-04-20 13F-HR Dynasty Wealth Management, Llc 30,151 28,339 -6.01 1,779 1,613 -9.33
2018-04-30 13F-HR BANK HAPOALIM BM 6,846 6,846 0.00 404 390 -3.47
2018-05-07 13F-HR Centaurus Financial, Inc. 7,835 2,384 -69.57 462 136 -70.56
2018-05-11 13F-HR NORTHERN OAK WEALTH MANAGEMENT INC 2,275 2,950 29.67 134 168 25.37
2018-04-06 13F-HR Carroll Financial Associates, Inc. 53,696 31,584 -41.18 3,168 1,798 -43.24
2018-04-26 13F-HR FineMark National Bank & Trust 0 14,565 0 829
2018-05-15 13F-HR PIONEER INVESTMENT MANAGEMENT INC 68,336 68,336 0.00 4,033 3,888 -3.60
2018-04-09 13F-HR Eagle Capital Management, LLC 0 120,534 0 6,862
2018-04-05 13F-HR STRATEGIC WEALTH MANAGEMENT INC /ADV 39,764 2,263
2018-05-02 13F-HR FTB Advisors, Inc. 814 465 -42.87 48 26 -45.83
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-04-18 13F-HR Creative Planning 12,656 11,937 -5.68 747 680 -8.97
2018-05-14 13F-HR MORGAN STANLEY 886,776 897,547 1.21 52,328 51,098 -2.35
2018-05-15 13F-HR CAPTRUST FINANCIAL ADVISORS 0 150 0 8
2018-05-04 13F-HR M&T BANK CORP 5,599 5,599 0.00 330 319 -3.33
2018-05-15 13F-HR SCOTIA CAPITAL INC. 25,820 29,495 14.23 1,524 1,678 10.10
2018-05-14 13F-HR MONETA GROUP INVESTMENT ADVISORS LLC 803 803 0.00 47 46 -2.13
2018-05-15 13F-HR American Financial Network Advisory Services Llc 5,687 0 -100.00 336 0 -100.00
2018-05-14 13F-HR IHT Wealth Management, LLC 56 56 0.00 3 3 0.00
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 270,616 274,045 1.27 15,969 15,601 -2.30
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 1,539,296 1,529,615 -0.63 90,834 87,081 -4.13
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 69,477 73,315 5.52 4,100 4,173 1.78
2018-05-10 13F-HR HALL LAURIE J TRUSTEE 765 0 -100.00 45 0 -100.00
2018-05-03 13F-HR Essex Financial Services, Inc. 0 12,023 0 684
2018-05-07 13F-HR Psagot Investment House Ltd. 50,416 22,176 -56.01 2,975 1,262 -57.58
2018-04-23 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 52,977 57,491 8.52 3,198 3,199 0.03
2018-05-15 13F-HR LPL Financial LLC 546,777 503,679 -7.88 32,265 28,674 -11.13
2018-04-05 13F-HR Destination Wealth Management 79,774 79,272 -0.63 4,707 4,513 -4.12
2018-05-15 13F-HR Squar Milner Financial Services Llc 6,358 6,071 -4.51 401 346 -13.72
2018-05-14 13F-HR/A CITADEL ADVISORS LLC 27,014 24,820 -8.12 1,594 1,412 -11.42
2018-04-18 13F-HR/A Guidant Wealth Advisors 1,691 1,691 0.00 102 93 -8.82
2018-04-13 13F-HR COBIZ INVESTMENT MANAGEMENT, LLC 5,259 3,901 -25.82 310 222 -28.39
2018-05-11 13F-HR MML INVESTORS SERVICES, LLC 44,511 40,379 -9.28 2,627 2,299 -12.49
2018-05-09 13F-HR BANQUE PICTET & CIE SA 219,942 205,116 -6.74 12,979 11,677 -10.03
2017-05-10 13F-HR Concert Wealth Management Inc. 5,101 5,433 6.51 259 274 5.79
2018-04-10 13F-HR Atlanta Capital Group 12,954 13,250 2.29 764 754 -1.31
2018-05-03 13F-HR Jacobi Capital Management LLC 2,290 2,790 21.83 138 155 12.32
2018-04-23 13F-HR Capital Advisors, Ltd. LLC 7,862 14,282 81.66 464 813 75.22
2018-05-02 13F-HR Parkside Financial Bank & Trust 45 45 0.00 3 3 0.00
2018-05-10 13F-HR Taylor Hoffman Wealth Management 115 7
2018-05-09 13F-HR IFP Advisors, Inc 12,407 10,129 -18.36 732 577 -21.17
2018-05-18 13F-HR TRUST CO OF VERMONT 2,408 2,788 15.78 142 159 11.97
2018-04-11 13F-HR First Capital Advisors Group, LLC. 1,000 57
2018-05-09 13F-HR Rezny Wealth Management, Inc. 3,434 0 -100.00 202 0 -100.00
2018-04-20 13F-HR FIRST MANHATTAN CO 2,900 2,900 0.00 171 165 -3.51
2018-05-18 13F-HR CIBC World Markets Inc. 16,368 16,368 0.00 966 932 -3.52
2018-05-09 13F-HR ENVESTNET ASSET MANAGEMENT INC 14,259 13,076 -8.30 842 745 -11.52
2018-04-24 13F-HR Cornerstone Wealth Management, LLC 17,177 18,300 6.54 1,036 1,017 -1.83
2018-04-30 13F-HR Smart Portfolios, LLC 0 67,368 0 3,835
2018-05-09 13F-HR Cambridge Investment Research Advisors, Inc. 50,593 55,107 8.92 2,985 3,137 5.09
2018-05-15 13F-HR Advisor Group, Inc. 45,365 47,955 5.71 2,679 2,732 1.98
2018-05-11 13F-HR STIFEL FINANCIAL CORP 5,602 5,945 6.12 330 337 2.12
2018-04-23 13F-HR Advisory Services Network, LLC 9,463 13,916 47.06 558 792 41.94
2018-05-16 13F-HR NEXT Financial Group, Inc 3,920 4,020 2.55 231 229 -0.87
2018-05-15 13F-HR FIFTH THIRD BANCORP 750 750 0.00 44 43 -2.27
2018-04-25 13F-HR GHP Investment Advisors, Inc. 70,345 70,003 -0.49 4,151 3,985 -4.00
2018-05-14 13F-HR Renaissance Technologies LLC 9,700 552
2018-05-15 13F-HR Highlander Capital Management, LLC 353 353 0.00 21 20 -4.76
2018-05-09 13F-HR Private Advisor Group, LLC 49,727 77,155 55.16 3,003 4,392 46.25
2018-04-23 13F-HR SILVER CAPITAL MANAGEMENT LLC 35,640 0 -100.00 2,103 0 -100.00
2018-05-11 13F-HR AllSquare Wealth Management LLC 17,602 18,346 4.23 1,039 1,044 0.48
2018-05-11 13F-HR Covington Capital Management 100 100 0.00 6 6 0.00
2018-05-02 13F-HR Fusion Family Wealth LLC 194,096 153,578 -20.88 11,454 8,743 -23.67
2018-04-17 13F-HR BENJAMIN F. EDWARDS & COMPANY, INC. 700 700 0.00 41 40 -2.44
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 189,431 179,323 -5.34 10,167 9,970 -1.94
2018-05-15 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 16,103 13,259 -17.66 950 755 -20.53
2018-05-15 13F-HR Bank of New York Mellon Corp 330,080 273,265 -17.21 19,478 15,557 -20.13
2018-04-27 13F-HR COURIER CAPITAL CORP 13,320 758
2018-04-12 13F-HR Integrated Investment Consultants, LLC 300 0 -100.00 17 0 -100.00
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,312 43,126 70.38 1,494 2,454 64.26
2018-05-15 13F-HR GLENMEDE TRUST CO NA 515 515 0.00 30 30 0.00
2018-05-11 13F-HR MADISON INVESTMENT HOLDINGS INC 230,378 196,541 -14.69 13,595 11,189 -17.70
2018-05-14 13F-HR Capital Analysts, Inc. 200 200 0.00 12 11 -8.33
2016-11-14 13F-HR EDMOND DE ROTHSCHILD (SUISSE) S.A. 1,220 1,220 0.00 55 58 5.45
2018-05-09 13F-HR BlackRock Inc. 5 5 0.00 0 0
2018-04-25 13F-HR Lehman Financial Resources, Inc. 7,700 6,200 -19.48 454 352 -22.47
2018-05-15 13F-HR CAHILL FINANCIAL ADVISORS INC 61,696 63,878 3.54 3,641 3,637 -0.11
2018-05-03 13F-HR SG Americas Securities, LLC 10,443 2,444 -76.60 616 139 -77.44
2018-05-11 13F-HR Winch Advisory Services, LLC 766 766 0.00 45 44 -2.22
2018-05-11 13F-HR MUHLENKAMP & CO INC 30,335 36,381 19.93 1,790 2,071 15.70
2018-04-24 13F-HR Live Your Vision, LLC 18 18 0.00 1 1 0.00
2018-05-15 13F-HR BARCLAYS PLC 60 60 0.00 4 3 -25.00
2018-05-11 13F-HR Sigma Planning Corp 5,824 4,765 -18.18 344 271 -21.22
2017-01-13 13F-HR MetLife Securities, Inc 79,759 76,189 -4.48 3,784 3,844 1.59
2018-04-11 13F-HR Ruggie Capital Group 110,340 107,717 -2.38 6,519 6,125 -6.04
2018-05-14 13F-HR RAYMOND JAMES & ASSOCIATES 126,655 114,886 -9.29 7,474 6,540 -12.50
2018-05-02 13F-HR Biondo Investment Advisors, LLC 12,830 12,455 -2.92 757 709 -6.34
2018-05-15 13F-HR Delek Group, Ltd. 3,330 0 -100.00 196 0 -100.00
2018-05-11 13F-HR Mutual Advisors, Llc 4,744 4,534 -4.43 280 258 -7.86
2018-05-15 13F-HR Invesco Ltd. 15,406 17,385 12.85 909 990 8.91
2018-05-04 13F-HR Choate Investment Advisors 44,511 34,936 -21.51 2,626,594 1,988,906 -24.28
2018-05-08 13F-HR Timber Hill LLC 15,106 3,809 -74.78 891 217 -75.65
2018-05-15 13F-HR EDMOND DE ROTHSCHILD HOLDING S.A. 630 2,590 311.11 37 147 297.30

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CUSIP: 73935X286