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 34 institutions that hold shares in the stock, with a total of 352,766 shares, which have been reported (via 13F filing form) to have a value of $14.3 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
|
$3.46 Million
2.37% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
38,585
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
25,635
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
24,355
shares
|
$985,403
0.0% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
23,840
shares
|
$964,566
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
21,518
shares
|
$870,618
0.24% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,959
shares
|
$726,621
0.01% of portfolio
|
Q4 2024
Reduced 27.77%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
16,450
shares
|
$665,567
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,259
shares
|
$576,919
0.0% of portfolio
|
Q3 2024
Reduced 21.57%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
11,553
shares
|
$467,434
0.01% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,990
shares
|
$444,655
0.0% of portfolio
|
Q1 2024
Added 34.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
10,115
shares
|
$409,252
0.0% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,942
shares
|
$321,333
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,577
shares
|
$306,565
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,166
shares
|
$289,936
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,089
shares
|
$246,360
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,918
shares
|
$239,442
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,815
shares
|
$194,814
0.01% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,512
shares
|
$101,635
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,105
shares
|
$85,168
0.0% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,500
shares
|
$60,690
0.0% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,326
shares
|
$53,649
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,096
shares
|
$44,344
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,093
shares
|
$44,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
600
shares
|
$24,276
0.0% of portfolio
|
Q3 2024
New holding
|