Who owns inv grd crp bd?
- Ticker: CORP
- CUSIP Number: 72201R817
Tip: Access positions for across all investors
Analyze quarterly positions in inv grd crp bd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of inv grd crp bd stock
Who bought or sold inv grd crp bd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Bank of America Corporation | 1.4M | $139M | -22% | Mar 2024 |
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| CWM | 1.0M | $97M | 59% | Mar 2024 |
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| Morgan Stanley | 556k | $53M | 62% | Mar 2024 |
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| LPL Financial | 548k | $53M | 96% | Mar 2024 |
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| Allianz Asset Management | 311k | $30M | 0% | Dec 2023 |
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| Migdal Insurance & Financial Holdings | 302k | $29M | 30% | Mar 2024 |
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| RAM Investment Partners | 209k | $20M | 9% | Mar 2024 |
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| Resources Investment Advisors | 198k | $19M | 69% | Mar 2024 |
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| Mokosak Advisory Group | 191k | $18M | 8% | Mar 2024 |
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| UBS Group | 171k | $16M | 9% | Mar 2024 |
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| Royal Bank of Canada | 157k | $15M | 26% | Mar 2024 |
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| Clear Rock Advisors | 153k | $15M | 100% | Dec 2023 |
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| P-Solve | 145k | $14M | 0% | Mar 2024 |
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| XML Financial | 144k | $14M | 100% | Mar 2024 |
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| Tradewinds Capital Management | 124k | $12M | 100% | Mar 2024 |
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| Advisor Group Holdings | 122k | $12M | -26% | Mar 2024 |
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| Cornerstone Wealth Management | 118k | $11M | 1% | Mar 2024 |
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| Wells Fargo & Company | 112k | $11M | -4% | Mar 2024 |
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| Jpmorgan Chase & Co | 106k | $10M | 11% | Mar 2024 |
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| Hanson McClain Advisors | 104k | $10M | 100% | Mar 2024 |
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| McAdam | 104k | $10M | 5% | Mar 2024 |
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| Towercrest Capital Management | 88k | $8.5M | 1% | Mar 2024 |
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| Alliance Wealth Management | 88k | $8.5M | 0% | Mar 2024 |
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| Peninsula Wealth | 88k | $8.5M | 100% | Mar 2024 |
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| Envestnet Asset Management | 82k | $7.8M | 3% | Mar 2024 |
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| Jane Street | 76k | $7.3M | -45% | Mar 2024 |
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| Sequoia Financial Advisors | 74k | $7.1M | -2% | Mar 2024 |
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| Ameriprise Financial | 73k | $7.0M | 11% | Mar 2024 |
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| Ausdal Financial Partners | 68k | $6.5M | 2% | Mar 2024 |
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| Cape Cod Five Cents Savings Bank | 64k | $6.1M | -4% | Mar 2024 |
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| HPM Partners | 60k | $5.8M | 6% | Mar 2024 |
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| Fortis Capital Management | 54k | $5.2M | 14% | Mar 2024 |
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| MinichMacGregor Wealth Management | 51k | $4.8M | 32% | Mar 2024 |
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| Gallacher Capital Management | 46k | $4.4M | -6% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 41k | $3.9M | 90% | Mar 2024 |
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| Lindenwold Advisors | 40k | $3.8M | 11% | Mar 2024 |
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| Perfromance Wealth Partners | 40k | $3.8M | -10% | Mar 2024 |
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| Change Path | 38k | $3.7M | 81% | Dec 2023 |
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| Myecfo | 36k | $3.5M | 22% | Mar 2024 |
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| PAX Financial Group | 36k | $3.4M | 29% | Mar 2024 |
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| JNB Advisors | 35k | $3.3M | 100% | Mar 2024 |
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| Susquehanna International | 32k | $3.1M | 100% | Mar 2024 |
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| Islay Capital Management | 29k | $2.8M | -32% | Dec 2023 |
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| Financial Gravity Wealth | 28k | $1.2B | 0% | Dec 2023 |
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| Financial Futures Ltd Liability | 28k | $2.7M | -64% | Mar 2024 |
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| Private Advisor | 27k | $2.6M | 1% | Mar 2024 |
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| Baird Financial | 26k | $2.5M | 6% | Dec 2023 |
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| Branch Banking & Trust Company | 24k | $2.3M | 5% | Mar 2024 |
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| Lido Advisors | 23k | $2.2M | 62% | Mar 2024 |
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| Great Waters Wealth Management | 21k | $2.0M | -2% | Mar 2024 |
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| Ambassador Advisors | 21k | $2.0M | 9% | Mar 2024 |
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| Evensky & Katz | 20k | $1.9M | 72% | Mar 2024 |
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| Raymond James Financial Services Advisors | 19k | $1.8M | 29% | Mar 2024 |
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| Financial Freedom | 18k | $1.7M | -1% | Mar 2024 |
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| HighTower Advisors | 17k | $1.6M | -5% | Mar 2024 |
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| Citadel Advisors | 16k | $1.5M | 100% | Mar 2024 |
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| Econ Financial Services Corp | 15k | $1.5M | 100% | Mar 2024 |
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| First National Corp | 15k | $1.5M | 0% | Mar 2024 |
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| Capital Analysts | 15k | $1.4M | 12% | Mar 2024 |
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| Commonwealth Equity Services | 14k | $1.4M | 84% | Mar 2024 |
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| TSFG | 14k | $1.3M | 1415% | Mar 2024 |
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| Kingsview Wealth Management | 13k | $1.3M | 0% | Mar 2024 |
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| Raymond James & Associates | 13k | $1.2M | 6% | Mar 2024 |
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| Madden Advisory Services | 13k | $1.2M | 3% | Mar 2024 |
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| PFG Advisors | 12k | $1.2M | -2% | Mar 2024 |
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| Advisory Services Network | 11k | $1.0M | 1% | Mar 2024 |
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| Unique Wealth Strategies | 10k | $973k | 100% | Mar 2024 |
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| CIBC World Markets | 9.8k | $937k | 148% | Mar 2024 |
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| Stifel Financial | 9.0k | $865k | 57% | Mar 2024 |
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| Allianz Investment Management U.S | 9.0k | $874k | 0% | Dec 2023 |
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| Bnp Paribas | 8.9k | $855k | 100% | Mar 2024 |
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| Integrated Wealth Concepts | 8.8k | $841k | 141% | Mar 2024 |
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| Kickstand Ventures | 7.6k | $738k | 100% | Dec 2023 |
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| Tidemark | 7.4k | $708k | 749% | Mar 2024 |
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| Atria Wealth Solutions | 7.3k | $698k | 18% | Mar 2024 |
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| Goss Wealth Management | 7.2k | $694k | 100% | Mar 2024 |
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| Altus Wealth Group | 7.2k | $694k | -57% | Mar 2024 |
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| Strategic Blueprint | 6.3k | $605k | -4% | Mar 2024 |
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| Element Wealth | 6.3k | $603k | 0% | Mar 2024 |
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| Barden Capital Management | 6.2k | $592k | -8% | Mar 2024 |
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| Colony | 6.1k | $587k | 0% | Mar 2024 |
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| Proequities | 5.6k | $538M | -6% | Mar 2024 |
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| Brian McDonald | 5.5k | $530k | 139% | Mar 2024 |
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| Bank Of Montreal | 5.4k | $524k | -1% | Mar 2024 |
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| Glass Jacobson Investment Advisors | 5.1k | $490k | -2% | Mar 2024 |
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| Arrowroot Family Office | 4.9k | $480k | 1% | Dec 2023 |
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| Clear Creek Financial Management | 4.8k | $458k | 22% | Mar 2024 |
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| TD Waterhouse Canada | 4.6k | $436k | -6% | Mar 2024 |
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| Cambridge Investment Research Advisors | 4.4k | $425k | -74% | Mar 2024 |
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| Fisher Investments | 4.3k | $413k | 25% | Mar 2024 |
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| Triumph Capital Management | 4.1k | $390k | 0% | Mar 2024 |
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| Keystone Wealth Services | 4.0k | $389k | 29% | Mar 2024 |
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| Bank Of Oklahoma National Association / | 4.0k | $384k | 0% | Mar 2024 |
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| KWB Wealth | 3.4k | $322k | -21% | Mar 2024 |
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| Kestra Advisory Services | 3.2k | $313k | 8% | Dec 2023 |
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| H D Vest Advisory Services | 3.0k | $291k | 100% | Mar 2024 |
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| BCS Wealth Management | 2.9k | $282k | 4% | Dec 2023 |
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| SevenOneSeven Capital Management | 2.6k | $253k | -91% | Dec 2023 |
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| IFP Advisors | 2.6k | $255k | 30% | Dec 2023 |
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| Detalus Advisors | 2.6k | $248k | -5% | Mar 2024 |
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| Oxinas Partners Wealth Management | 2.4k | $235k | -2% | Mar 2024 |
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| Davenport & Co | 2.4k | $235k | -17% | Mar 2024 |
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| Silver Oak Securities | 2.4k | $228k | -40% | Mar 2024 |
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| Fortitude Advisory Group | 2.3k | $222k | 0% | Mar 2024 |
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| Brookstone Capital Management | 2.1k | $205k | 100% | Mar 2024 |
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| Harbour Investments | 1.8k | $174k | -11% | Dec 2023 |
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| Us Bancorp | 1.5k | $144k | 15% | Mar 2024 |
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| Rocky Mountain Advisers | 1.4k | $135k | 0% | Mar 2024 |
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| Qube Research & Technologies | 1.3k | $125k | 122% | Mar 2024 |
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| Global Retirement Partners | 1.3k | $122k | 0% | Mar 2024 |
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| Activest Wealth Management | 1.0k | $100k | 100% | Mar 2024 |
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| PrairieView Partners | 819.00 | $79k | 11% | Mar 2024 |
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| Planning Capital Management Corp | 729.00 | $70k | 25% | Mar 2024 |
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| Northwest Capital Management | 650.00 | $62k | 0% | Mar 2024 |
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| Mercer Global Advisors | 602.00 | $2.9M | 100% | Mar 2024 |
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| Farther Finance Advisors | 570.00 | $54k | 100% | Mar 2024 |
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| Bangor Savings Bank | 472.00 | $45k | -6% | Mar 2024 |
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| FMR | 465.00 | $45k | 830% | Mar 2024 |
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| Private Trust Co Na | 451.00 | $43k | 0% | Mar 2024 |
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| National Bank Of Canada /fi/ | 424.00 | $41k | 147% | Dec 2023 |
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| Aspire Private Capital | 406.00 | $39k | 0% | Mar 2024 |
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| Future Financial Wealth Managment | 400.00 | $38k | 100% | Mar 2024 |
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| Steward Partners Investment Advisory | 317.00 | $31k | 17% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 300.00 | $29k | 0% | Mar 2024 |
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| Parkside Financial Bank & Trust | 276.00 | $27k | 1% | Mar 2024 |
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| Front Row Advisors | 275.00 | $26k | 0% | Mar 2024 |
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| Emerald Investment Partners | 246.00 | $24k | 0% | Mar 2024 |
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| Spire Wealth Management | 223.00 | $21k | -3% | Mar 2024 |
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| Principal Securities | 211.00 | $20k | 3% | Mar 2024 |
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| TD Capital Management | 210.00 | $20k | 228% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 199.00 | $19k | 62% | Mar 2024 |
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| Citigroup | 194.00 | $19k | -55% | Mar 2024 |
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| Center for Financial Planning | 140.00 | $13k | 1% | Mar 2024 |
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| Guardian Wealth Management | 116.00 | $11k | -9% | Mar 2024 |
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| RE Dickinson Investment Advisors | 111.00 | $11k | 0% | Mar 2024 |
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| Main Street Group | 75.00 | $7.3k | 100% | Dec 2023 |
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| Scarborough Advisors | 56.00 | $5.4k | 93% | Mar 2024 |
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| Sunbelt Securities | 50.00 | $4.8k | 0% | Mar 2024 |
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| GPS Wealth Strategies Group | 50.00 | $4.8k | 0% | Mar 2024 |
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| Geneos Wealth Management | 41.00 | $3.9k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 30.00 | $2.9k | -45% | Mar 2024 |
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| Financial Synergies Wealth Advisors | 27.00 | $2.6k | 100% | Mar 2024 |
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| William Blair $ Company | 16.00 | $1.5k | -95% | Mar 2024 |
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| Aptus Capital Advisors | 15.00 | $1.4k | 0% | Mar 2024 |
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| Central Pacific Bank - Trust Division | 10.00 | $951.000000 | 100% | Mar 2024 |
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| Tower Research Capital | 2.00 | $192.000000 | 100% | Mar 2024 |
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| GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
|
Who sold out of inv grd crp bd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of Nova Scotia | Sep 2023 | 186k | $17M |
| Invst | Sep 2023 | 57k | $5.2M |
| D.A. Davidson & Co. | Dec 2023 | 15k | $1.5M |
| Bnp Paribas Arbitrage, Snc | Dec 2023 | 8.9k | $861k |
| Valicenti Advisory Services | Dec 2023 | 8.5k | $824k |
| Vertex Planning Partners | Dec 2023 | 5.7k | $556k |
| Wealthsource Partners | Sep 2023 | 5.4k | $491k |
| Financial Engines Advisors L.L.C | Sep 2023 | 3.9k | $355k |
| Capital Planning | Dec 2023 | 3.1k | $299k |
| Two Sigma Securities | Dec 2023 | 2.9k | $280k |
| Gradient Investments | Dec 2023 | 325.00 | $32k |
| Rockbridge Investment Management, LCC | Dec 2023 | 80.00 | $7.8k |
| Signature | Dec 2023 | 78.00 | $7.6k |
| Huntington National Bank | Dec 2023 | 77.00 | $7.5k |
| Bessemer | Sep 2023 | 19.00 | $2.0k |