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 35 institutions that hold shares in the stock, with a total of 356,887 shares, which have been reported (via 13F filing form) to have a value of $14.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Westfuller Advisors, LLC
New York, NY |
Feb 20, 2025 Q4 2024 |
85,911
shares
|
$3.49 Million
2.1% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
38,585
shares
|
$1.57 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
|
$989,056
0.0% of portfolio
|
Q4 2024
Reduced 14.46%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
23,387
shares
|
$949,746
0.01% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
21,518
shares
|
$873,845
0.24% of portfolio
|
Q4 2024
Added 9.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
17,959
shares
|
$729,314
0.01% of portfolio
|
Q4 2024
Reduced 27.77%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
16,450
shares
|
$668,034
1.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
13,322
shares
|
$541,006
0.0% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
11,487
shares
|
$466,487
0.01% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
10,990
shares
|
$446,303
0.0% of portfolio
|
Q1 2024
Added 34.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
9,291
shares
|
$377,307
0.0% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
7,942
shares
|
$322,524
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
7,577
shares
|
$307,701
0.0% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
6,726
shares
|
$273,142
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
6,610
shares
|
$268,432
0.0% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
6,089
shares
|
$247,274
0.0% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
5,918
shares
|
$240,329
0.0% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,620
shares
|
$187,618
0.01% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,512
shares
|
$102,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
2,105
shares
|
$85,484
0.0% of portfolio
|
Q4 2024
Reduced 9.46%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,500
shares
|
$60,915
0.0% of portfolio
|
Q2 2022
Reduced 1.96%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,414
shares
|
$57,422
0.0% of portfolio
|
Q4 2024
Added 29.37%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,326
shares
|
$53,848
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,096
shares
|
$44,508
0.0% of portfolio
|
Q4 2024
Added 0.09%
|