Institutional Ownership Impact Shs Fds I Tr Ywca Women (WOMN)
This table provides information about the institutional ownership of Impact Shs Fds I Tr Ywca Women (WOMN). We have compiled data on the 31 institutions that hold shares in the stock, with a total of 323,208 shares, which have been reported (via 13F filing form) to have a value of $12.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
85,549
shares
|
$3.4 Million
2.37% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
28,471
shares
|
$1.13 Million
0.0% of portfolio
|
Q3 2024
Added 26.12%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
25,574
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
24,862
shares
|
$987,767
0.01% of portfolio
|
Q3 2024
Added 23.52%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2024 Q3 2024 |
23,840
shares
|
$947,163
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
19,730
shares
|
$783,872
0.2% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
16,450
shares
|
$653,558
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,259
shares
|
$566,510
0.0% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
11,553
shares
|
$459,000
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,990
shares
|
$436,632
0.0% of portfolio
|
Q1 2024
Added 34.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,115
shares
|
$401,868
0.0% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,942
shares
|
$315,535
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,437
shares
|
$295,472
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,166
shares
|
$284,705
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
6,135
shares
|
$243,743
0.0% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,089
shares
|
$241,915
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,815
shares
|
$191,299
0.01% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
2,512
shares
|
$99,801
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
2,325
shares
|
$92,372
0.0% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,500
shares
|
$59,594
0.0% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,326
shares
|
$52,681
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,095
shares
|
$43,504
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$43,424
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
600
shares
|
$23,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
494
shares
|
$19,626
0.0% of portfolio
|
Q2 2023
Reduced 39.09%
|