SecurityPKW / PowerShares Buyback Achievers Portfolio (73935X286)
Institutional Owners17
Institutional Shares550,203
Institutional Value$ 30,624,000 USD

Institutional Stock Ownership and Shareholders

PKW / PowerShares Buyback Achievers Portfolio Institutional Ownership

PowerShares Buyback Achievers Portfolio (NASDAQ:PKW) has 17 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 550,203 shares. Largest shareholders include Commonwealth Equity Services, Inc, MetLife Securities, Inc, Ladenburg Thalmann Financial Services Inc, Cahill Financial Advisors Inc, Strategic Wealth Management Inc /adv, Castleview Partners, Llc, Kelman-Lazarov, Inc., Citigroup Inc, Wagner Bowman Management Corp, and Tiaa Cref Trust Co Fsb/mo.
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)
2018-08-14 13F-HR BARCLAYS PLC 60 0 -100.00 3 0 -100.00
2018-08-20 13F-HR Smart Portfolios, LLC 67,368 0 -100.00 3,835 0 -100.00
2018-08-13 13F-HR Covington Capital Management 100 0 -100.00 6 0 -100.00
2018-08-14 13F-HR Parallax Volatility Advisers, L.P. 1 0 -100.00 0 0
2018-08-03 13F-HR PEDDOCK CAPITAL ADVISORS, LLC 691 0 -100.00 39 0 -100.00
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 43,126 0 -100.00 2,454 0 -100.00
2018-08-09 13F-HR BlackRock Inc. 5 0 -100.00 0 0
2018-08-13 13F-HR Stratos Wealth Partners, LTD. 5,566 0 -100.00 317 0 -100.00
2018-08-10 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 17,771 0 -100.00 1,012 0 -100.00
2018-07-30 13F-HR Raymond James Financial Services Advisors, Inc. 168,076 0 -100.00 9,568 0 -100.00
2018-08-09 13F-HR Timber Hill LLC 3,809 0 -100.00 217 0 -100.00
2018-08-10 13F-HR CITIGROUP INC 17,622 0 -100.00 1,003 0 -100.00
2018-08-14 13F-HR BANK OF AMERICA CORP /DE/ 1,529,615 0 -100.00 87,081 0 -100.00
2018-08-10 13F-HR Ancora Advisors, LLC 22,369 0 -100.00 1,274 0 -100.00
2018-09-17 13F-HR Strategic Wealth Advisors Group,Inc. 15,838 0 -100.00 901 0 -100.00
2018-08-14 13F-HR Invesco Ltd. 17,385 0 -100.00 990 0 -100.00
2018-08-13 13F-HR Wealthcare Advisory Partners LLC 2,908 0 -100.00 166 0 -100.00
2018-08-14 13F-HR JP Morgan Chase & Co 17,158 0 -100.00 976 0 -100.00
2018-08-10 13F-HR Calton & Associates, Inc. 9,353 0 -100.00 532 0 -100.00
2018-08-13 13F-HR CAPTRUST FINANCIAL ADVISORS 150 0 -100.00 8 0 -100.00
2018-05-11 13F-HR CITIGROUP INC 17,374 17,622 1.43 1,025 1,003 -2.15
2018-07-20 13F-HR ASSET ADVISORS CORP 692 692 0.00 39 39 0.00
2018-08-02 13F-HR Ifg Advisory, Llc 68,427 0 -100.00 2,616 0 -100.00
2018-08-14 13F-HR Tower Research Capital LLC (TRC) 16,328 0 -100.00 929 0 -100.00
2018-08-08 13F-HR First Allied Advisory Services, Inc. 5,825 0 -100.00 331 0 -100.00
2018-07-25 13F-HR BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 3,555 3,555 0.00 202 202 0.00
2018-07-31 13F-HR Commonwealth Equity Services, Llc. 179,552 0 -100.00 10,221 0 -100.00
2018-08-13 13F-HR ADVANTAGE INVESTMENT MANAGEMENT, LLC 300 0 -100.00 17 0 -100.00
2018-08-13 13F-HR Global Retirement Partners, Llc 74 0 -100.00 4 0 -100.00
2018-07-20 13F-HR Capital Advisors, Ltd. LLC 14,282 0 -100.00 813 0 -100.00
2018-10-03 13F-HR Clarus Wealth Advisors 2,889 0 -100.00 164 0 -100.00
2018-08-14 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP Call 9,900 0 -100.00 563 0 -100.00
2018-08-14 13F-HR FLAGSHIP HARBOR ADVISORS, LLC 57,491 0 -100.00 3,199 0 -100.00
2018-07-19 13F-HR Carroll Financial Associates, Inc. 31,584 0 -100.00 1,798 0 -100.00
2018-08-14 13F-HR STIFEL FINANCIAL CORP 5,945 0 -100.00 337 0 -100.00
2018-08-02 13F-HR Atlantic Trust Group, LLC 600 0 -100.00 34 0 -100.00
2018-08-14 13F-HR EDMOND DE ROTHSCHILD HOLDING S.A. 2,590 0 -100.00 147 0 -100.00
2018-08-14 13F-HR HighTower Advisors, LLC 5,980 0 -100.00 340 0 -100.00
2018-08-10 13F-HR Ahrens Investment Partners Llc 16,851 0 -100.00 959 0 -100.00
2018-08-15 13F-HR Mutual Advisors, Llc 4,534 0 -100.00 258 0 -100.00
2018-08-14 13F-HR Ruggie Capital Group 107,717 0 -100.00 6,125 0 -100.00
2018-08-03 13F-HR Sandy Spring Bank 1,534 0 -100.00 87 0 -100.00
2018-08-13 13F-HR IHT Wealth Management, LLC 56 0 -100.00 3 0 -100.00
2018-08-13 13F-HR Renaissance Technologies LLC 9,700 9,700 0.00 552 552 0.00
2018-08-07 13F-HR SG Americas Securities, LLC 2,444 0 -100.00 139 0 -100.00
2018-08-13 13F-HR MML INVESTORS SERVICES, LLC 40,379 0 -100.00 2,299 0 -100.00
2017-05-10 13F-HR Concert Wealth Management Inc. 5,101 5,433 6.51 259 274 5.79
2018-08-13 13F-HR BB&T SECURITIES, LLC 22,541 0 -100.00 1,283 0 -100.00
2018-08-13 13F-HR FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 22,816 0 -100.00 1,299 0 -100.00
2018-08-10 13F-HR M&T BANK CORP 5,599 0 -100.00 319 0 -100.00
2018-07-19 13F-HR BENJAMIN F. EDWARDS & COMPANY, INC. 700 0 -100.00 40 0 -100.00
2018-08-13 13F-HR NORTHERN OAK WEALTH MANAGEMENT INC 2,950 0 -100.00 168 0 -100.00
2018-07-30 13F-HR First Capital Advisors Group, LLC. 1,000 0 -100.00 57 0 -100.00
2018-08-16 13F-HR Dynasty Wealth Management, Llc 28,339 0 -100.00 1,613 0 -100.00
2018-08-01 13F-HR WELLS FARGO & COMPANY/MN 274,045 0 -100.00 15,601 0 -100.00
2018-08-02 13F-HR Biondo Investment Advisors, LLC 12,455 0 -100.00 709 0 -100.00
2018-08-10 13F-HR Cambridge Investment Research Advisors, Inc. 55,107 0 -100.00 3,137 0 -100.00
2018-08-01 13F-HR SYNOVUS FINANCIAL CORP 645 0 -100.00 37 0 -100.00
2018-08-03 13F-HR Gator Capital Management, LLC 6,481 0 -100.00 369 0 -100.00
2018-04-23 13F-HR SILVER CAPITAL MANAGEMENT LLC 35,640 0 -100.00 2,103 0 -100.00
2018-07-17 13F-HR Legacy Financial Advisors, Inc. 450 0 -100.00 25 0 -100.00
2018-07-11 13F-HR TRUST CO OF VERMONT 2,788 0 -100.00 159 0 -100.00
2018-07-27 13F-HR Advisory Services Network, LLC 13,916 0 -100.00 792 0 -100.00
2018-10-04 13F-HR STRATEGIC WEALTH MANAGEMENT INC /ADV 39,743 39,544 -0.50 2,255 2,411 6.92
2018-08-03 13F-HR FineMark National Bank & Trust 14,565 0 -100.00 829 0 -100.00
2018-08-03 13F-HR Fusion Family Wealth LLC 153,578 0 -100.00 8,743 0 -100.00
2018-08-13 13F-HR SCOTIA CAPITAL INC. 29,495 0 -100.00 1,678 0 -100.00
2016-11-14 13F-HR EDMOND DE ROTHSCHILD (SUISSE) S.A. 1,220 1,220 0.00 55 58 5.45
2018-08-16 13F-HR M Holdings Securities, Inc. 12,853 0 -100.00 732 0 -100.00
2018-07-31 13F-HR Taylor Hoffman Wealth Management 115 0 -100.00 7 0 -100.00
2018-05-07 13F-HR Castleview Partners, Llc 35,381 2,014
2018-08-13 13F-HR Advisor Group, Inc. 47,955 0 -100.00 2,732 0 -100.00
2018-08-14 13F-HR Lehman Financial Resources, Inc. 6,200 0 -100.00 352 0 -100.00
2018-08-13 13F-HR RAYMOND JAMES & ASSOCIATES 114,886 0 -100.00 6,540 0 -100.00
2018-07-27 13F-HR/A WHITTIER TRUST CO OF NEVADA INC 10,700 0 -100.00 609 0 -100.00
2018-02-08 13F-HR GIRARD SECURITIES, INC. 3,603 0 -100.00 200 0 -100.00
2017-01-13 13F-HR MetLife Securities, Inc 79,759 76,189 -4.48 3,784 3,844 1.59
2018-08-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 73,315 73,315 0.00 4,173 4,173 0.00
2018-08-13 13F-HR MUHLENKAMP & CO INC 36,381 0 -100.00 2,071 0 -100.00
2018-08-28 13F-HR WealthTrust Fairport, LLC 2,543 0 -100.00 145 0 -100.00
2018-08-09 13F-HR BANQUE PICTET & CIE SA 205,116 0 -100.00 11,677 0 -100.00
2018-08-14 13F-HR UBS Group AG 353,511 0 -100.00 20,125 0 -100.00
2018-08-14 13F-HR Centaurus Financial, Inc. 2,384 0 -100.00 136 0 -100.00
2018-08-15 13F-HR Highlander Capital Management, LLC 353 0 -100.00 20 0 -100.00
2018-08-14 13F-HR FIFTH THIRD BANCORP 750 0 -100.00 43 0 -100.00
2018-08-03 13F-HR Kelman-Lazarov, Inc. 20,246 20,072 -0.86 1,153 1,139 -1.21
2018-07-20 13F-HR Cornerstone Wealth Management, LLC 18,300 0 -100.00 1,017 0 -100.00
2018-07-31 13F-HR Destination Wealth Management 79,272 0 -100.00 4,513 0 -100.00
2018-07-30 13F-HR Choate Investment Advisors 34,936 0 -100.00 1,988,906 0 -100.00
2018-08-08 13F-HR US BANCORP \DE\ 19,198 0 -100.00 1,093 0 -100.00
2018-08-17 13F-HR GHP Investment Advisors, Inc. 70,003 0 -100.00 3,985 0 -100.00
2018-07-24 13F-HR Squar Milner Financial Services Llc 6,071 0 -100.00 346 0 -100.00
2017-05-03 13F-HR TIAA CREF TRUST CO FSB/MO 10,298 535
2018-08-13 13F-HR PIONEER INVESTMENT MANAGEMENT INC 68,336 0 -100.00 3,888 0 -100.00
2018-08-14 13F-HR CAHILL FINANCIAL ADVISORS INC 63,878 63,853 -0.04 3,637 3,624 -0.36
2018-08-10 13F-HR ENVESTNET ASSET MANAGEMENT INC 13,076 0 -100.00 745 0 -100.00
2018-08-10 13F-HR Pictet North America Advisors SA 205,116 0 -100.00 11,677 0 -100.00
2018-08-08 13F-HR MADISON INVESTMENT HOLDINGS INC 196,541 0 -100.00 11,189 0 -100.00
2018-08-02 13F-HR Jackson, Grant Investment Advisers, Inc. 1,215 0 -100.00 69 0 -100.00
2018-08-02 13F-HR NORTHERN CAPITAL MANAGEMENT LLC 77,855 0 -100.00 4,432 0 -100.00
2018-08-14 13F-HR Jacobi Capital Management LLC 2,790 0 -100.00 155 0 -100.00
2018-08-09 13F-HR Private Advisor Group, LLC 77,155 0 -100.00 4,392 0 -100.00
2018-08-14 13F-HR/A CITADEL ADVISORS LLC 24,820 0 -100.00 1,412 0 -100.00
2018-07-16 13F-HR Live Your Vision, LLC 18 0 -100.00 1 0 -100.00
2018-07-25 13F-HR Strategic Financial Group, LLC 27,680 0 -100.00 1,576 0 -100.00
2017-08-18 13F-HR WFG Advisors, LP 2,562 2,566 0.16 133 138 3.76
2018-08-07 13F-HR Essex Financial Services, Inc. 12,023 0 -100.00 684 0 -100.00
2018-08-14 13F-HR MANUFACTURERS LIFE INSURANCE COMPANY, THE 13,259 0 -100.00 755 0 -100.00
2018-08-15 13F-HR GLENMEDE TRUST CO NA 515 0 -100.00 30 0 -100.00
2018-08-13 13F-HR Winch Advisory Services, LLC 766 766 0.00 44 43 -2.27
2018-07-18 13F-HR Bedel Financial Consulting, Inc. 200 0 -100.00 11 0 -100.00
2018-08-14 13F-HR LPL Financial LLC 503,679 0 -100.00 28,674 0 -100.00
2018-08-27 13F-HR Bdo Wealth Advisors, Llc 99 0 -100.00 6 0 -100.00
2018-07-20 13F-HR Creative Planning 11,937 0 -100.00 680 0 -100.00
2018-08-14 13F-HR AllSquare Wealth Management LLC 18,346 0 -100.00 1,044 0 -100.00
2018-08-03 13F-HR Seacrest Wealth Management, Llc 1,737 0 -100.00 99 0 -100.00
2018-08-08 13F-HR CIBC World Markets Inc. 16,368 0 -100.00 932 0 -100.00
2018-08-06 13F-HR FTB Advisors, Inc. 465 0 -100.00 26 0 -100.00
2018-09-25 13F-HR Portfolio Strategies, Inc. 220 0 -100.00 13 0 -100.00
2018-08-14 13F-HR LEVEL FOUR ADVISORY SERVICES, LLC 5,658 0 -100.00 322 0 -100.00
2018-08-03 13F-HR Capital Analysts, Inc. 200 0 -100.00 11 0 -100.00
2018-08-15 13F-HR JANE STREET GROUP, LLC 50,400 0 -100.00 2,869 0 -100.00
2018-08-13 13F-HR Pacific Sun Financial Corp 16,800 0 -100.00 956 0 -100.00
2018-08-14 13F-HR CREDIT SUISSE AG/ 109,340 0 -100.00 6,225 0 -100.00
2018-08-02 13F-HR Sigma Planning Corp 4,765 0 -100.00 271 0 -100.00
2018-08-14 13F-HR Cetera Advisor Networks LLC 27,452 0 -100.00 1,564 0 -100.00
2018-08-10 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 138 0 -100.00 8 0 -100.00
2018-08-08 13F-HR Financial Advocates Investment Management 15,697 0 -100.00 894 0 -100.00
2018-07-24 13F-HR Janney Montgomery Scott LLC 11,640 0 -100.00 663 0 -100.00
2018-07-24 13F-HR BANK HAPOALIM BM 6,846 0 -100.00 390 0 -100.00
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 189,431 179,323 -5.34 10,167 9,970 -1.94
2018-08-14 13F-HR MORGAN STANLEY 897,547 0 -100.00 51,098 0 -100.00
2018-07-31 13F-HR WAGNER BOWMAN MANAGEMENT CORP 10,670 10,674 0.04 607 605 -0.33
2018-08-09 13F-HR CPCM, LLC 5,500 0 -100.00 313 0 -100.00
2018-08-14 13F-HR AMERIPRISE FINANCIAL INC 79,969 0 -100.00 4,553 0 -100.00
2018-08-14 13F-HR Measured Wealth Private Client Group, Llc 7,270 0 -100.00 404 0 -100.00
2018-07-26 13F-HR SignalPoint Asset Management, LLC 9,817 0 -100.00 559 0 -100.00
2018-08-07 13F-HR IFP Advisors, Inc 10,129 0 -100.00 577 0 -100.00
2018-08-14 13F-HR GOLDMAN SACHS GROUP INC 6,975 0 -100.00 397 0 -100.00
2018-08-01 13F-HR Psagot Investment House Ltd. 22,176 0 -100.00 1,262 0 -100.00
2018-08-14 13F-HR ROYAL BANK OF CANADA 214,088 0 -100.00 12,187 0 -100.00

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CUSIP: 73935X286