Creative Planning - FS INVT CORP ownership

FS INVT CORP's ticker is FSKXXXX and the CUSIP is 302635107. A total of 105 filers reported holding FS INVT CORP in Q2 2014. The put-call ratio across all filers is 0.49 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of FS INVT CORP
ValueSharesWeighting
Q1 2020$214,000
-61.6%
71,200
-21.6%
0.00%
-50.0%
Q4 2019$557,000
-1.9%
90,874
-6.8%
0.00%0.0%
Q3 2019$568,000
-11.0%
97,504
-8.9%
0.00%0.0%
Q2 2019$638,000
+9.1%
107,087
+10.7%
0.00%0.0%
Q1 2019$585,000
+10.8%
96,720
-5.1%
0.00%0.0%
Q4 2018$528,000
+72.5%
101,919
+134.6%
0.00%
+100.0%
Q3 2018$306,000
-8.7%
43,441
-4.8%
0.00%0.0%
Q2 2018$335,000
-45.9%
45,620
-46.6%
0.00%
-66.7%
Q1 2018$619,000
+32.0%
85,393
+33.8%
0.00%
+50.0%
Q4 2017$469,000
-26.9%
63,810
-16.0%
0.00%
-33.3%
Q3 2017$642,000
-9.2%
75,928
-1.7%
0.00%
-25.0%
Q2 2017$707,000
-27.0%
77,234
-21.9%
0.00%
-20.0%
Q1 2017$969,000
-14.9%
98,887
-10.6%
0.01%
-28.6%
Q4 2016$1,139,000
+79.7%
110,552
+65.1%
0.01%
+75.0%
Q3 2016$634,000
-4.5%
66,941
-8.8%
0.00%
-20.0%
Q2 2016$664,000
+6.4%
73,370
+7.8%
0.01%0.0%
Q1 2016$624,000
+29.7%
68,088
+27.1%
0.01%
+25.0%
Q4 2015$481,000
+11.3%
53,551
+15.5%
0.00%0.0%
Q3 2015$432,000
+18.4%
46,375
+25.2%
0.00%
+33.3%
Q2 2015$365,000
+1.1%
37,050
+4.0%
0.00%0.0%
Q1 2015$361,000
-29.1%
35,613
-30.5%
0.00%
-40.0%
Q4 2014$509,000
+21.2%
51,261
+31.6%
0.01%0.0%
Q3 2014$420,000
+54.4%
38,966
+52.7%
0.01%
+25.0%
Q2 2014$272,00025,5200.00%
Other shareholders
FS INVT CORP shareholders Q2 2014
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