BerganKDV Wealth Management, LLC - CYPRESS ENERGY PARTNERS LP ownership

Quarter-by-quarter ownership
BerganKDV Wealth Management, LLC ownership history of CYPRESS ENERGY PARTNERS LP
ValueSharesWeighting
Q3 2019$11,000
+22.2%
1,273
+2.9%
0.00%0.0%
Q2 2019$9,0000.0%1,237
+2.9%
0.00%0.0%
Q1 2019$9,000
+28.6%
1,202
+2.7%
0.00%0.0%
Q4 2018$7,000
-12.5%
1,170
+3.2%
0.00%0.0%
Q3 2018$8,0000.0%1,134
+2.7%
0.00%0.0%
Q2 2018$8,0001,1040.00%
Other shareholders
CYPRESS ENERGY PARTNERS LP shareholders Q3 2023
NameSharesValueWeighting ↓
Invenomic Capital Management LP 55,222$227,0000.17%
Abacus Planning Group, Inc. 60,000$248,0000.10%
Platform Technology Partners 12,003$50,0000.04%
Sowell Financial Services LLC 5,000$21,0000.00%
UBS Group AG 125$1,0000.00%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 839$3,0000.00%
RAYMOND JAMES & ASSOCIATES 23,620$97,0000.00%
IFP Advisors, Inc 0$00.00%
WELLS FARGO & COMPANY/MN 1,500$6,0000.00%
NORTHERN TRUST CORP 19,716$82,0000.00%
View complete list of CYPRESS ENERGY PARTNERS LP shareholders