Activist 13D/13G Filings - Integrated Wealth Concepts LLC

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Reported
DateTime
TypeCompany
Symbol
Filed By
Symbol
Shares Owned
% Owned
Shares Vs. Prev ReportFiling
2021-02-16
10:08 am
Purchase
13GHUNTINGTON BANCSHARES INC
HBAN
Integrated Wealth Concepts LLC52,529
5.250%
52,529increase
(New Position)
View
2021-02-12
7:39 pm
Purchase
13GInvesco Exchange-Traded Self-Indexed Fund Trust
OMFL
Integrated Wealth Concepts LLC276,349
5.020%
276,349increase
(New Position)
View
2021-02-12
7:33 pm
Purchase
13GISHARES INC JP MORGAN EM LOCAL
LEMB
Integrated Wealth Concepts LLC617,224
5.230%
617,224increase
(New Position)
View
2021-02-12
7:26 pm
Purchase
13GJ.P. Morgan Exchange-Traded Fund Trust
JMST
Integrated Wealth Concepts LLC65,764
6.920%
65,764increase
(New Position)
View
2021-02-12
7:24 pm
Purchase
13GJ.P. Morgan Exchange-Traded Fund Trust
JMST
Integrated Wealth Concepts LLC1,397,028
7.060%
1,397,028increase
(New Position)
View
2021-02-12
7:05 pm
Purchase
13GEaton Vance 2021 Target Term Trust
EHT
Integrated Wealth Concepts LLC1,844,407
8.590%
1,844,407increase
(New Position)
View