UNITED CAPITAL FINANCIAL ADVISORS, LLC - FS INVT CORP ownership

FS INVT CORP's ticker is FSKXXXX and the CUSIP is 302635107. A total of 315 filers reported holding FS INVT CORP in Q2 2019. The put-call ratio across all filers is 3.25 and the average weighting 0.4%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of FS INVT CORP
ValueSharesWeighting
Q1 2020$370,000
-36.3%
123,239
+30.0%
0.00%
-25.0%
Q4 2019$581,000
+2.3%
94,769
-2.8%
0.00%0.0%
Q3 2019$568,000
+36.2%
97,458
+39.4%
0.00%
+33.3%
Q2 2019$417,000
-12.2%
69,908
-10.9%
0.00%0.0%
Q1 2019$475,000
+33.8%
78,469
+14.6%
0.00%0.0%
Q4 2018$355,000
+23.7%
68,462
+68.4%
0.00%
+50.0%
Q3 2018$287,000
+43.5%
40,650
+49.3%
0.00%
+100.0%
Q2 2018$200,0000.0%27,235
-1.5%
0.00%
-50.0%
Q1 2018$200,000
+124.7%
27,647
+128.3%
0.00%
+100.0%
Q4 2017$89,000
-93.3%
12,111
-90.4%
0.00%
-93.8%
Q1 2015$1,324,000
-46.7%
126,423
-49.5%
0.02%
-15.8%
Q4 2014$2,486,000
+80.9%
250,416
+96.3%
0.02%
-20.8%
Q3 2014$1,374,000
+12.9%
127,556
+11.6%
0.02%
+4.3%
Q2 2014$1,217,000114,3150.02%
Other shareholders
FS INVT CORP shareholders Q2 2019
NameSharesValueWeighting ↓
Patriot Financial Group Insurance Agency, LLC 842,259$7,286,0006.51%
Muzinich & Co., Inc. 7,743,729$65,435,0006.48%
Arete Wealth Advisors, LLC 760,375$6,425,0002.56%
Gilbert & Cook, Inc. 811,993$6,861,0002.51%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 718,666$6,073,0001.98%
Canal Capital Management, LLC 344,342$2,910,0001.72%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 974,141$8,231,0001.34%
WealthPLAN Partners, LLC 480,203$4,058,0001.14%
NATIONAL PLANNING CORP 1,175,203$9,930,0000.83%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 36,450$308,0000.82%
View complete list of FS INVT CORP shareholders