SecurityPWC / PowerShares Dynamic Market Portfolio (73935X104)
Institutional Owners36
Institutional Shares279,805
Institutional Value$ 26,747,000 USD

Institutional Stock Ownership and Shareholders

PowerShares Dynamic Market Portfolio (NYSE:PWC) has 36 institutional investors and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 279,805 shares. Largest shareholders include Goldman Sachs Group Inc, Ameriprise Financial Inc, Jane Street Group, Llc, Institute for Wealth Management, LLC., Morgan Stanley, Cambridge Investment Research Advisors, Inc., LPL Financial LLC, Creative Financial Designs Inc /adv, Commonwealth Equity Services, Llc., and Commonwealth Equity Services, Inc.
PowerShares Dynamic Market Portfolio (NYSE:PWC) 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 LPL Financial LLC 13,257 13,037 -1.66 1,263 1,247 -1.27
2018-05-15 13F-HR BANK OF AMERICA CORP /DE/ 5,796 5,647 -2.57 552 540 -2.17
2018-04-09 13F-HR Polaris Wealth Advisers, LLC 767 73
2018-05-04 13F-HR Hochman Cole Investment Advisors, Inc. 2,101 2,101 0.00 200 201 0.50
2018-04-30 13F-HR SHINE INVESTMENT ADVISORY SERVICES INC 200 0 -100.00 19 0 -100.00
2018-02-01 13F-HR Clear Perspective Advisors, LLC 130 0 -100.00 12 0 -100.00
2018-05-08 13F-HR US BANCORP \DE\ 601 601 0.00 57 57 0.00
2018-05-02 13F-HR WELLS FARGO & COMPANY/MN 1,821 3,106 70.57 174 297 70.69
2018-05-15 13F-HR Institute for Wealth Management, LLC. 29,186 28,176 -3.46 2,783 2,737 -1.65
2018-05-09 13F-HR ENVESTNET ASSET MANAGEMENT INC 1,865 1,865 0.00 178 178 0.00
2018-04-03 13F-HR Washington Trust Bank 453 453 0.00 43 43 0.00
2018-05-15 13F-HR Advisor Group, Inc. 867 705 -18.69 82 67 -18.29
2018-05-18 13F-HR/A ROYAL BANK OF CANADA 8,177 7,887 -3.55 780 754 -3.33
2018-05-09 13F-HR IFP Advisors, Inc 310 0 -100.00 30 0 -100.00
2018-05-14 13F-HR AMERIPRISE FINANCIAL INC 46,534 44,886 -3.54 4,433 4,292 -3.18
2018-04-23 13F-HR Advisory Services Network, LLC 182 182 0.00 17 17 0.00
2018-05-15 13F-HR LADENBURG THALMANN FINANCIAL SERVICES INC 1,590 1,440 -9.43 151 137 -9.27
2018-05-09 13F-HR/A JNBA Financial Advisors 120 120 0.00 11 11 0.00
2018-05-09 13F-HR Cambridge Investment Research Advisors, Inc. 13,484 15,262 13.19 1,285 1,460 13.62
2018-05-15 13F-HR JANE STREET GROUP, LLC 29,591 31,480 6.38 2,819 3,011 6.81
2018-05-15 13F-HR UBS Group AG 6,459 6,855 6.13 615 656 6.67
2018-05-10 13F-HR JP Morgan Chase & Co 2,394 1,596 -33.33 228 153 -32.89
2018-05-14 13F-HR MORGAN STANLEY 18,517 16,603 -10.34 1,764 1,588 -9.98
2018-05-14 13F-HR Commonwealth Equity Services, Llc. 11,130 11,266 1.22 1,060 1,077 1.60
2018-05-15 13F-HR GOLDMAN SACHS GROUP INC 44,227 45,406 2.67 4,214 4,343 3.06
2018-05-04 13F-HR Trustcore Financial Services, Llc 16 16 0.00 2 2 0.00
2018-05-15 13F-HR Parallax Volatility Advisers, L.P. 1 1 0.00 0 0
2018-05-15 13F-HR BLAIR WILLIAM & CO/IL 430 41
2018-05-02 13F-HR Creative Financial Designs Inc /adv 47 12,539 26,578.72 4 1,198 29,850.00
2018-05-11 13F-HR PNC FINANCIAL SERVICES GROUP, INC. 451 607 34.59 43 58 34.88
2018-02-16 13F-HR/A Commonwealth Equity Services, Inc 11,656 11,149 -4.35 997 1,013 1.60
2018-05-11 13F-HR SEI INVESTMENTS CO 166 166 0.00 16 16 0.00
2018-04-17 13F-HR Ridgewood Investments LLC 2,902 2,674 -7.86 277 256 -7.58
2018-05-15 13F-HR FIFTH THIRD BANCORP 59 6
2018-05-15 13F-HR SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,743 5,059 84.43 261 484 85.44
2018-01-25 13F-HR MACROVIEW INVESTMENT MANAGEMENT LLC 84 0 -100.00 8 0 -100.00
2018-05-21 13F-HR Mcilrath & Eck, Llc 840 560 -33.33 80 54 -32.50
2018-04-05 13F-HR Evanson Asset Management, LLC 2,706 2,706 0.00 258 259 0.39
2018-05-11 13F-HR Fiera Capital Corp 2,432 2,432 0.00 232 233 0.43
2018-05-14 13F-HR Mosaic Family Wealth, LLC 1,966 1,966 0.00 187 188 0.53

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CUSIP: 73935X104