SecurityPSI / PowerShares Exchange-Trade Fund Trust (73935X781)
Institutional Owners71
Institutional Shares3,757,846
Institutional Value$ 271,525,000 USD

Institutional Stock Ownership and Shareholders()

PowerShares Exchange-Trade Fund Trust (NYSE:PSI) has 71 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 3,757,846 shares. Largest shareholders include Northstar Wealth Partners LLC, UBS Group AG, Morgan Stanley, Bank Of America Corp /de/, HighTower Advisors, LLC, Royal Bank Of Canada, Raymond James Financial Services Advisors, Inc., Raymond James & Associates, Ladenburg Thalmann Financial Services Inc, and LPL Financial LLC.
PowerShares Exchange-Trade Fund Trust (NYSE:PSI) 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)
2018-04-23 13F-HR Whitener Capital Management, Inc. 30 1
2018-04-12 13F-HR Valeo Financial Advisors, Llc 192 10
2018-05-09 13F-HR Cetera Advisor Networks LLC 8,977 8,515 -5.15 454 448 -1.32
2018-05-15 13F-HR BARCLAYS PLC 2,420 2,420 0.00 122 128 4.92
2018-04-18 13F-HR Creative Planning 0 5,467 0 289
2018-04-16 13F-HR Riggs Asset Managment Co. Inc. 0 1,378 0 73
2018-04-19 13F-HR VALLEY NATIONAL ADVISERS INC 251 13
2018-04-13 13F-HR North Star Investment Management Corp. 250 250 0.00 13 13 0.00
2018-05-11 13F-HR First Allied Advisory Services, Inc. 45 0 -100.00 2 0 -100.00
2018-04-24 13F-HR G&s Capital Llc 1,065 56
2018-05-10 13F-HR Stratos Wealth Partners, LTD. 45 45 0.00 2 2 0.00
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 23,523 0 1,243
2018-05-15 13F-HR HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 565 30
2018-05-14 13F-HR Commonwealth Equity Services, Llc. 14,239 32,157 125.84 719 1,699 136.30
2018-05-09 13F-HR Venturi Wealth Management, LLC 10,000 10,000 0.00 505 529 4.75
2018-06-20 13F-HR Professional Planning 10,914 10,996 0.75 551 581 5.44
2018-05-15 13F-HR HighTower Advisors, LLC 139,194 138,459 -0.53 7,031 7,321 4.12
2018-05-14 13F-HR RAYMOND JAMES & ASSOCIATES 68,167 79,469 16.58 3,441 4,201 22.09
2018-05-15 13F-HR 1832 Asset Management L.P. 33,816 31,059 -8.15 1,700 1,649 -3.00
2018-04-30 13F-HR Jackson Financial Management 38,755 38,630 -0.32 1,956 2,042 4.40
2018-05-14 13F-HR Virtu Financial LLC 9,654 0 -100.00 487 0 -100.00
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 105,994 79,006 -25.46 5,349 4,175 -21.95
2018-04-26 13F-HR Winslow, Evans & Crocker, Inc. 2,074 2,940 41.76 104,626 155,276 48.41
2018-05-15 13F-HR WEXFORD CAPITAL LP 17,551 0 -100.00 886 0 -100.00
2018-05-14 13F-HR/A CITADEL ADVISORS LLC 27,297 6,296 -76.94 1,378 333 -75.83
2018-05-14 13F-HR MORGAN STANLEY 341,597 294,476 -13.79 17,240 15,563 -9.73
2017-01-13 13F-HR MetLife Securities, Inc 200 469 134.50 7 17 142.86
2018-05-14 13F-HR Resources Investment Advisors, Inc. 3,230 171
2018-05-11 13F-HR Sigma Planning Corp 5,911 6,741 14.04 298 356 19.46
2018-05-14 13F-HR Northstar Wealth Partners LLC 1,671,651 1,595
2018-04-23 13F-HR Financial Architects, Inc 1,982 1,982 0.00 100 105 5.00
2018-05-15 13F-HR Rainier Group Investment Advisory LLC 150 8
2018-04-16 13F-HR Westside Investment Management, Inc. 90 90 0.00 4,850 4,585 -5.46
2018-05-10 13F-HR JP Morgan Chase & Co 1,000 784 -21.60 50 41 -18.00
2018-05-11 13F-HR CITIGROUP INC 1,677 1,677 0.00 85 89 4.71
2018-05-08 13F-HR Parallel Advisors, LLC 146 8
2018-05-09 13F-HR Cambridge Investment Research Advisors, Inc. 12,728 14,452 13.54 642 764 19.00
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-05-15 13F-HR EDMOND DE ROTHSCHILD HOLDING S.A. 480 480 0.00 24 25 4.17
2018-05-11 13F-HR MML INVESTORS SERVICES, LLC 21,222 25,607 20.66 1,071 1,353 26.33
2017-08-18 13F-HR WFG Advisors, LP 1,500 750 -50.00 63 31 -50.79
2018-05-15 13F-HR Blackhawk Capital Partners Llc. 22,075 20,323 -7.94 1,114 1,074 -3.59
2018-05-09 13F-HR IFP Advisors, Inc 876 480 -45.21 44 25 -43.18
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 13,845 18,351 32.55 699 970 38.77
2018-05-15 13F-HR UNITED CAPITAL FINANCIAL ADVISERS, LLC 42,131 0 -100.00 2,126 0 -100.00
2018-04-17 13F-HR BENJAMIN F. EDWARDS & COMPANY, INC. 62 62 0.00 3 3 0.00
2018-05-09 13F-HR ENVESTNET ASSET MANAGEMENT INC 116,694 2,864 -97.55 5,889 150 -97.45
2018-05-11 13F-HR STIFEL FINANCIAL CORP 14,540 14,971 2.96 738 789 6.91
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 4,102 203
2018-05-11 13F-HR CITADEL ADVISORS LLC 6,296 333
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 9,400 9,184 -2.30 469 484 3.20
2018-06-14 13F-HR Allianz Life Insurance Co Of North America 4,090 5,350 30.81 206 283 37.38
2018-04-13 13F-HR BANK OF MONTREAL /CAN/ 480 480 0.00 24 25 4.17
2018-04-30 13F-HR Certified Advisory Corp 98 535 445.92 4 28 600.00
2018-04-27 13F-HR Hudock Capital Group, LLC 1,538 1,964 27.70 77 103 33.77
2018-05-09 13F-HR Private Advisor Group, LLC 0 8,684 0 459
2018-05-15 13F-HR LPL Financial LLC 94,381 77,108 -18.30 4,763 4,075 -14.44
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 211,169 211,317 0.07 10,657 11,168 4.79
2018-04-10 13F-HR Crow Point Partners, LLC 6,133 6,000 -2.17 312 317 1.60
2018-05-29 13F-HR Peak Capital Management Llc 212 11
2018-05-11 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 12,722 12,368 -2.78 641 654 2.03
2018-05-15 13F-HR Tower Research Capital LLC (TRC) 190 28,356 14,824.21 8 1,499 18,637.50
2018-05-14 13F-HR NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 228 228 0.00 12 12 0.00
2018-04-17 13F-HR Calton & Associates, Inc. 12,054 12,031 -0.19 671 636 -5.22
2018-05-15 13F-HR National Asset Management, Inc. 9,667 10,269 6.23 488 543 11.27
2018-05-15 13F-HR BECK CAPITAL MANAGEMENT, LLC 56,280 58,095 3.22 2,840 3,070 8.10
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 92,621 120,536 30.14 4,675 6,371 36.28
2018-05-08 13F-HR US BANCORP \DE\ 2,571 2,571 0.00 130 136 4.62
2018-05-15 13F-HR Hilltop Holdings Inc. 37,212 37,785 1.54 1,878 1,996 6.28
2018-05-15 13F-HR Advisor Group, Inc. 5,015 5,033 0.36 254 267 5.12
2018-05-15 13F-HR JANE STREET GROUP, LLC 18,351 44,950 144.95 926 2,376 156.59
2018-05-15 13F-HR UBS Group AG 369,508 366,424 -0.83 18,649 19,366 3.84
2018-04-16 13F-HR Raymond James Financial Services Advisors, Inc. 98,177 111,898 13.98 4,955 5,914 19.35
2018-04-20 13F-HR Seacrest Wealth Management, Llc 100 100 0.00 5 5 0.00
2018-05-10 13F-HR Wagner Wealth Management, Llc 479 14 -97.08 25 1 -96.00
2018-05-02 13F-HR NIEMANN CAPITAL MANAGEMENT INC 410,435 0 -100.00 20,715 0 -100.00
2018-05-15 13F-HR Sensato Investors LLC 67,022 63,506 -5.25 3,383 3,356 -0.80
2018-05-03 13F-HR SG Americas Securities, LLC 5,100 0 -100.00 257 0 -100.00

Related Articles

HIMX: Himax Technologies Analysis and Research Report

7h - Asif

History and Development Himax Taiwan, its predecessor, was incorporated on June 12, 2001 as a limited liability company under the laws of the ROC. On April 26, 2005, the company established Himax Technologies Limited, an exempted company with limited liability under the Cayman Islands Companies Law, as a holding company to hold the shares of Himax Taiwan in connection with its reorganization and share exchange. On October 14, 2005, Himax Taiwan became its wholly owned subsidiary through a share exchange consummated pursuant to the ROC Business Mergers and Acquisitions Law through which the company acquired all of the issued and outstanding shares of Himax Taiwan, and the company issued ordinary shares to the shareholders of Himax Taiwan. Shareholders of Himax Taiwan received one of its ordinary shares in exchange for one Himax Taiwan common share. The share exchange was unanimously approved by shareholders of Himax Taiwan on June 10, 2005 with no dissenting shareholders and by ...

CASC: Cascadian Therapeutics Analysis and Research Report

2018-06-22 - Asif

Overview Cascadian Therapeutics is a clinical-stage biopharmaceutical company focused on the development of therapeutic products for the treatment of cancer. The company's goal is to develop and commercialize novel targeted compounds that have the potential to improve the lives and outcomes of cancer patients. The company's lead clinical-stage product candidate is tucatinib, an oral, HER2-selective small molecule tyrosine kinase inhibitor. The company's pipeline also includes two preclinical-stage product candidates: CASC-578, a Chk1 kinase inhibitor, and CASC-674, an antibody program against an immuno-oncology target known as TIGIT. 2018 Merger Agreement On January 30, 2018, the company entered into an Agreement and Plan of Merger (the Merger Agreement) with Seattle Genetics, Inc., a Delaware corporation (Seattle Genetics), and Valley Acquisition Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Seattle Genetics (Merger Sub). Pursuant to the Merger ...

BAC: Bank of America Corp. Analysis and Research Report

2018-06-22 - Asif

Business Overview The Corporation is a Delaware corporation, a bank holding company (BHC) and a financial holding company. When used in this report, “the Corporation” may refer to Bank of America Corporation individually, Bank of America Corporation and its subsidiaries, or certain of Bank of America Corporation’s subsidiaries or affiliates. The company's principal executive offices are located in Charlotte, North Carolina. Through its banking and various nonbank subsidiaries throughout the U.S. and in international markets, the company provide a diversified range of banking and nonbank financial services and products through four business segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking and Global Markets, with the remaining operations recorded in All Other. The company operate its banking activities primarily under the Bank of America, National Association (Bank of America, N.A. or BANA) charter. At March 31, 2018, the Corporation had a...

CUSIP: 73935X781