Who owns EA SERIES TRUST?
- Ticker: STRV
- CUSIP Number: 02072l680
Tip: Access positions for across all investors
Analyze quarterly positions in Ea Series Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Ea Series Trust stock
Who bought or sold EA SERIES TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| OxenFree Capital | 633k | $21M | 7% | Mar 2024 |
|
| Raymond James & Associates | 432k | $15M | -7% | Mar 2024 |
|
| Royal Bank of Canada | 359k | $12M | 26% | Mar 2024 |
|
| Weaver Capital Management | 294k | $9.9M | 100% | Mar 2024 |
|
| UBS Group | 292k | $9.8M | 20% | Mar 2024 |
|
| Branch Banking & Trust Company | 263k | $8.9M | 7% | Mar 2024 |
|
| Raymond James Financial Services Advisors | 180k | $6.0M | 19% | Mar 2024 |
|
| Secured Retirement Advisors | 132k | $4.4M | 0% | Mar 2024 |
|
| United Advisor Group | 111k | $3.7M | 100% | Mar 2024 |
|
| Thrivent Financial for Lutherans | 98k | $3.3M | 48% | Mar 2024 |
|
| Commonwealth Equity Services | 96k | $3.2M | 0% | Mar 2024 |
|
| Visionary Wealth Advisors | 94k | $3.2M | 19% | Mar 2024 |
|
| Essex Financial Services | 93k | $3.1M | 72% | Mar 2024 |
|
| Janney Montgomery Scott | 92k | $3.1M | 209% | Mar 2024 |
|
| Creative Planning | 77k | $2.6M | -14% | Mar 2024 |
|
| Bank of America Corporation | 74k | $2.5M | 5% | Mar 2024 |
|
| LPL Financial | 73k | $2.4M | 100% | Mar 2024 |
|
| Cambridge Investment Research Advisors | 69k | $2.3M | 23% | Mar 2024 |
|
| Holistic Planning | 60k | $2.0M | 100% | Mar 2024 |
|
| Stifel Financial | 60k | $2.0M | -3% | Mar 2024 |
|
| Susquehanna International | 57k | $1.9M | 100% | Mar 2024 |
|
| Envestnet Asset Management | 53k | $1.8M | 16% | Mar 2024 |
|
| Financial Management Network | 50k | $1.6M | 16% | Mar 2024 |
|
| S.A. Mason | 43k | $1.5M | 7% | Mar 2024 |
|
| Advisor Group Holdings | 36k | $1.2M | 82% | Mar 2024 |
|
| Kestra Advisory Services | 32k | $980k | 16% | Dec 2023 |
|
| CWM | 29k | $960k | -2% | Mar 2024 |
|
| Snowden Capital Advisors | 29k | $959k | 0% | Mar 2024 |
|
| Feltz Wealth PLAN | 25k | $843k | 26% | Mar 2024 |
|
| Belpointe Asset Management | 24k | $806k | 100% | Mar 2024 |
|
| Indiana Trust & Investment Management | 23k | $774k | 0% | Mar 2024 |
|
| Fairman Group | 22k | $741k | 0% | Mar 2024 |
|
| Everhart Financial Group | 20k | $662k | 0% | Mar 2024 |
|
| Woodard & Co Asset Management Group | 20k | $656k | 1% | Mar 2024 |
|
| Captrust Financial Advisors | 19k | $638k | 100% | Mar 2024 |
|
| Gts Securities | 17k | $579k | -22% | Mar 2024 |
|
| Chicago Partners Investment | 16k | $515k | 38% | Mar 2024 |
|
| Gibson Capital | 16k | $526k | 0% | Mar 2024 |
|
| Future Financial Wealth Managment | 15k | $497k | -10% | Mar 2024 |
|
| Pnc Financial Services | 12k | $407k | 0% | Mar 2024 |
|
| 1776 Wealth | 11k | $366k | 100% | Mar 2024 |
|
| Atlantic Trust | 10k | $350k | 0% | Mar 2024 |
|
| Goss Wealth Management | 10k | $342k | 5% | Mar 2024 |
|
| PDS Planning | 9.7k | $328k | 0% | Mar 2024 |
|
| Client 1st Advisory Group | 9.6k | $324k | 0% | Mar 2024 |
|
| N.E.W. Advisory Services | 9.0k | $303k | 0% | Mar 2024 |
|
| Parallel Advisors | 8.3k | $279k | -24% | Mar 2024 |
|
| Beacon Pointe Advisors | 7.9k | $240k | 100% | Dec 2023 |
|
| Pacific Capital Wealth Advisors | 7.0k | $237k | 0% | Mar 2024 |
|
| Capstone Financial Advisors | 6.6k | $221k | 100% | Mar 2024 |
|
| Goepper Burkhardt | 6.1k | $205k | 100% | Mar 2024 |
|
| Steward Partners Investment Advisory | 5.0k | $169k | 0% | Mar 2024 |
|
| Coastal Investment Advisors | 4.4k | $147k | 100% | Mar 2024 |
|
| Bessemer | 4.1k | $126k | 0% | Dec 2023 |
|
| Signature | 4.0k | $135k | 0% | Mar 2024 |
|
| Hanson McClain Advisors | 3.9k | $131k | 0% | Mar 2024 |
|
| MCF Advisors | 3.8k | $130k | -2% | Mar 2024 |
|
| Morgan Stanley | 2.5k | $124k | 100% | Mar 2024 |
|
| FinTrust Capital Advisors | 2.0k | $68k | 100% | Mar 2024 |
|
| McIlrath & Eck | 1.6k | $55k | 0% | Mar 2024 |
|
| Northwestern Mutual Wealth Management Company | 1.6k | $53k | 100% | Mar 2024 |
|
| Harbour Investments | 1.4k | $43k | 36% | Dec 2023 |
|
| Cassady Schiller Wealth Management | 1.4k | $47k | 0% | Mar 2024 |
|
| JNBA Financial Advisors | 1.2k | $42k | 213% | Mar 2024 |
|
| Bartlett & Co. Wealth Management | 955.00 | $32k | 100% | Mar 2024 |
|
| Nbc Securities | 821.00 | $27k | 6% | Mar 2024 |
|
| Parkside Financial Bank & Trust | 550.00 | $19k | 0% | Mar 2024 |
|
| Hartland & Co | 459.00 | $14k | 0% | Dec 2023 |
|
| Global Retirement Partners | 247.00 | $8.3k | 100% | Mar 2024 |
|
| IFP Advisors | 200.00 | $6.1k | -100% | Dec 2023 |
|
| Armstrong Advisory Group | 156.00 | $4.8k | 0% | Mar 2024 |
|
| SRS Capital Advisors | 63.00 | $1.9k | 0% | Dec 2023 |
|
| Farther Finance Advisors | 9.00 | $302.000400 | 0% | Mar 2024 |
|
Who sold out of Ea Series Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| AE Wealth Management | Dec 2023 | 134k | $4.2M |
| Mariner Wealth Advisors | Dec 2023 | 7.7k | $235k |
| Hardy Reed | Dec 2023 | 7.0k | $214k |
| AlphaMark Advisors | Dec 2023 | 1.0k | $31k |
| Tennessee Valley Asset Management Partners | Dec 2023 | 753.00 | $23k |
| Rockbridge Investment Management, LCC | Dec 2023 | 50.00 | $1.5k |