|
Institutional
Holders
Total
Institutions:
|
121 2 |
|
Total
shares held :
|
19,733,832 |
|
% of shares
held :
|
27.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
1,345,764 |
|
% of shares
held change :
|
1.91% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.34 |
|
Last
Quarter's Ending
Price :
|
$20.80 |
|
Last
Quarter's Average
Price :
|
$20.09 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.22 (1.1%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
KARPUS MANAGEMENT INC |
16 |
- |
2024-03-31 |
2,517,362 |
$53,016,000 |
5,155 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
11 |
- |
2024-03-31 |
2,144,777 |
$45,169,000 |
0 |
|
MORGAN STANLEY |
2210 |
- |
2024-03-31 |
1,458,613 |
$30,718,000 |
-80,960 |
|
MACKAY SHIELDS LLC |
9 |
- |
2024-03-31 |
1,401,701 |
$29,520,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
1780 |
- |
2024-03-31 |
1,136,811 |
$23,941,000 |
-26,187 |
|
Allspring Global Investments Holdings LLC |
523 |
- |
2024-03-31 |
1,109,028 |
$23,356,000 |
0 |
|
UBS Group AG |
1303 |
- |
2024-03-31 |
789,932 |
$16,636,000 |
14,723 |
|
VAN ECK ASSOCIATES CORP |
377 |
- |
2024-03-31 |
527,339 |
$11,106,000 |
7,646 |
|
NARWHAL CAPITAL MANAGEMENT |
28 |
- |
2024-03-31 |
485,602 |
$10,227,000 |
-47,621 |
|
Rockefeller Capital Management L.P. |
489 |
- |
2024-03-31 |
483,319 |
$10,179,000 |
-30,660 |
|
Merit Financial Group LLC |
73 |
- |
2024-03-31 |
491,102 |
$10,112,000 |
-31,366 |
|
STIFEL FINANCIAL CORP |
827 |
- |
2024-03-31 |
458,293 |
$9,652,000 |
-27,154 |
|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
29 |
- |
2024-03-31 |
428,327 |
$9,021,000 |
242,073 |
|
Logan Stone Capital LLC |
11 |
- |
2024-03-31 |
375,060 |
$7,899,000 |
-254,699 |
|
SENTINEL TRUST CO LBA |
20 |
- |
2024-03-31 |
338,415 |
$7,127,000 |
95,680 |
|
WealthBridge Capital Management LLC |
9 |
- |
2024-03-31 |
305,058 |
$6,425,000 |
-13,941 |
|
CNH PARTNERS LLC |
80 |
- |
2024-03-31 |
233,029 |
$4,908,000 |
0 |
|
Hennion & Walsh Asset Management Inc. |
84 |
- |
2024-03-31 |
231,219 |
$4,869,000 |
-51,366 |
|
HPM Partners LLC |
660 |
- |
2024-03-31 |
228,075 |
$4,803,000 |
0 |
|
PATHSTONE FAMILY OFFICE, LLC |
304 |
*New |
2023-09-30 |
218,931 |
$4,249,000 |
218,931 |
|
Pathstone Holdings LLC |
564 |
- |
2024-03-31 |
200,582 |
$4,224,000 |
-4,928 |
|
Jacobi Capital Management LLC |
49 |
- |
2024-03-31 |
179,085 |
$3,772,000 |
16,062 |
|
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
23 |
- |
2024-03-31 |
178,011 |
$3,749,000 |
-19,256 |
|
LPL FINANCIAL CORP |
1989 |
- |
2024-03-31 |
177,262 |
$3,733,000 |
-4,663 |
|
1607 CAPITAL PARTNERS, LLC |
78 |
- |
2024-03-31 |
176,635 |
$3,720,000 |
-97,093 |
|
FIXED INCOME SECURITIES INC |
403 |
- |
2024-03-31 |
151,176 |
$3,184,000 |
35,229 |
|
Steward Partners Investment Advisory LLC |
459 |
- |
2024-03-31 |
139,995 |
$2,948,000 |
-16,360 |
|
Amplius Wealth Advisors LLC |
43 |
- |
2024-03-31 |
131,176 |
$2,763,000 |
-5,191 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
121 |
- |
2024-03-31 |
126,972 |
$2,674,000 |
-61,882 |
|
Waterfront Wealth Inc. |
43 |
- |
2024-03-31 |
116,174 |
$2,376,000 |
-2,718 |
|
RAYMOND JAMES & ASSOCIATES |
2050 |
- |
2024-03-31 |
111,351 |
$2,345,000 |
-4,938 |
|
ROYAL BANK OF CANADA |
2415 |
- |
2024-03-31 |
110,663 |
$2,331,000 |
7,237 |
|
AMERIPRISE FINANCIAL INC |
2792 |
- |
2024-03-31 |
96,678 |
$2,036,000 |
-5,991 |
|
GILL CAPITAL PARTNERS LLC |
36 |
- |
2024-03-31 |
85,740 |
$1,756,000 |
-2,602 |
|
Eldridge Investment Advisors Inc. |
58 |
- |
2024-03-31 |
77,400 |
$1,630,000 |
6,484 |
|
Gridiron Partners LLC |
17 |
- |
2024-03-31 |
75,855 |
$1,598,000 |
0 |
|
Hara Capital LLC |
25 |
- |
2024-03-31 |
70,309 |
$1,481,000 |
10,800 |
|
Baird Financial Group Inc. |
1043 |
- |
2024-03-31 |
69,582 |
$1,465,000 |
6,077 |
|
Relative Value Partners Group LLC |
129 |
- |
2024-03-31 |
66,143 |
$1,413,000 |
-2,139 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2008 |
- |
2024-03-31 |
65,373 |
$1,377,000 |
7,792 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1110 |
- |
2024-03-31 |
62,469 |
$1,316,000 |
2,756 |
|
Anchor Investment Management LLC |
154 |
- |
2024-03-31 |
61,830 |
$1,302,000 |
3,852 |
|
LexAurum Advisors LLC |
65 |
- |
2024-03-31 |
61,524 |
$1,296,000 |
-13,434 |
|
Beverly Hills Private Wealth LLC |
88 |
- |
2024-03-31 |
61,257 |
$1,290,000 |
25,452 |
|
PINNACLE ASSOCIATES LTD |
451 |
- |
2024-03-31 |
57,077 |
$1,202,000 |
13 |
|
NINE MASTS CAPITAL Ltd |
27 |
*New |
2024-03-31 |
54,742 |
$1,153,000 |
54,742 |
|
Oakmont Partners LLC |
348 |
- |
2024-03-31 |
54,500 |
$1,148,000 |
0 |
|
BANK OF NEW YORK MELLON CORP |
3086 |
- |
2024-03-31 |
52,461 |
$1,105,000 |
448 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1982 |
- |
2024-03-31 |
52,440 |
$1,104,000 |
-6,587 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
231 |
- |
2023-12-31 |
50,640 |
$1,053,000 |
-4,017 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
127 |
- |
2024-03-31 |
48,557 |
$1,023,000 |
6,669 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2536 |
- |
2024-03-31 |
48,428 |
$1,020,000 |
17,054 |
|
GUGGENHEIM CAPITAL LLC |
1185 |
- |
2024-03-31 |
46,842 |
$986,000 |
6,460 |
|
ADVISORY SERVICES NETWORK, LLC |
696 |
- |
2024-03-31 |
45,578 |
$960,000 |
-13,985 |
|
EP WEALTH ADVISORS, INC. |
384 |
- |
2024-03-31 |
45,304 |
$954,000 |
0 |
|
Integrated Wealth Concepts LLC |
781 |
- |
2024-03-31 |
43,403 |
$914,000 |
-1,925 |
|
Oder Investment Management LLC |
39 |
- |
2024-03-31 |
42,201 |
$889,000 |
1,011 |
|
Lehman & Derafelo Financial Resources LLC |
51 |
- |
2022-12-31 |
40,304 |
$858,000 |
-4,696 |
|
Private Advisor Group LLC |
1232 |
- |
2024-03-31 |
40,462 |
$852,000 |
-467 |
|
JANNEY MONTGOMERY SCOTT LLC |
1619 |
- |
2024-03-31 |
39,325 |
$828,000 |
-3,087 |
|
RIVERBRIDGE PARTNERS LLC |
125 |
*New |
2024-03-31 |
33,219 |
$700,000 |
33,219 |
|
Maltin Wealth Management Inc. |
66 |
*New |
2024-03-31 |
32,989 |
$695,000 |
32,989 |
|
Tortoise Investment Management LLC |
132 |
- |
2024-03-31 |
32,328 |
$681,000 |
0 |
|
CWM LLC |
1017 |
- |
2024-03-31 |
30,867 |
$650,000 |
52 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
646 |
- |
2024-03-31 |
28,670 |
$604,000 |
5,475 |
|
Andrew Hill Investment Advisors Inc. |
38 |
- |
2024-03-31 |
26,502 |
$558,000 |
0 |
|
TrinityPoint Wealth LLC |
190 |
- |
2024-03-31 |
26,053 |
$549,000 |
-1,218 |
|
ENCOMPASS WEALTH ADVISORS LLC |
103 |
- |
2024-03-31 |
24,400 |
$514,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
1541 |
- |
2024-03-31 |
23,515 |
$495,000 |
0 |
|
Covenant Asset Management LLC |
97 |
- |
2024-03-31 |
22,750 |
$479,000 |
0 |
|
Successful Portfolios LLC |
65 |
- |
2024-03-31 |
22,607 |
$476,000 |
-1,000 |
|
WOLVERINE ASSET MANAGEMENT LLC |
412 |
- |
2024-03-31 |
21,234 |
$447,000 |
16,467 |
|
OPPENHEIMER & CO INC |
1059 |
- |
2024-03-31 |
19,762 |
$416,000 |
600 |
|
RAYMOND JAMES TRUST CO |
808 |
- |
2024-03-31 |
19,448 |
$410,000 |
0 |
|
Summit Financial Wealth Advisors LLC |
92 |
- |
2024-03-31 |
19,425 |
$409,000 |
-250 |
|
Seed Wealth Management Inc. |
69 |
- |
2024-03-31 |
18,870 |
$394,000 |
-900 |
|
Wealthcare Advisory Partners LLC |
599 |
- |
2024-03-31 |
17,967 |
$378,000 |
16 |
|
Magnus Financial Group LLC |
217 |
- |
2024-03-31 |
17,780 |
$374,000 |
2,549 |
|
MILLENNIUM MANAGEMENT LLC |
3296 |
- |
2024-03-31 |
17,626 |
$371,000 |
-28,981 |
|
Icon Wealth Advisors LLC |
251 |
- |
2024-03-31 |
16,825 |
$354,000 |
0 |
|
Cresset Asset Management LLC |
1476 |
- |
2024-03-31 |
16,744 |
$353,000 |
0 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
390 |
- |
2024-03-31 |
15,945 |
$336,000 |
0 |
|
Tamar Securities LLC |
57 |
- |
2024-03-31 |
15,804 |
$333,000 |
7 |
|
NOMURA HOLDINGS INC |
653 |
- |
2024-03-31 |
15,630 |
$329,000 |
-1,370 |
|
Icon Wealth Partners LLC |
226 |
- |
2023-09-30 |
16,825 |
$327,000 |
0 |
|
PRIVATE TRUST CO NA |
492 |
- |
2024-03-31 |
15,213 |
$320,000 |
66 |
|
CREATIVE PLANNING |
2184 |
- |
2024-03-31 |
15,149 |
$319,000 |
365 |
|
Kestra Advisory Services LLC |
1942 |
- |
2024-03-31 |
15,062 |
$317,000 |
505 |
|
MGB Wealth Management LLC |
157 |
- |
2024-03-31 |
13,226 |
$279,000 |
0 |
|
EDGE WEALTH MANAGEMENT LLC |
63 |
- |
2024-03-31 |
13,000 |
$274,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
619 |
- |
2024-03-31 |
12,705 |
$268,000 |
-101 |
|
Smartleaf Asset Management LLC |
258 |
- |
2024-03-31 |
12,880 |
$267,000 |
0 |
|
Fort Point Capital Partners LLC |
274 |
*New |
2024-03-31 |
12,193 |
$257,000 |
12,193 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2843 |
- |
2024-03-31 |
11,579 |
$244,000 |
-1,035 |
|
MELFA WEALTH MANAGEMENT LLC |
132 |
- |
2024-03-31 |
11,556 |
$243,000 |
10 |
|
Tyche Wealth Partners LLC |
233 |
- |
2024-03-31 |
11,442 |
$241,000 |
15 |
|
Cetera Investment Advisers |
3234 |
*New |
2024-03-31 |
10,918 |
$230,000 |
10,918 |
|
Strategic Wealth Designers |
119 |
- |
2023-12-31 |
10,959 |
$228,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2657 |
*New |
2024-03-31 |
10,679 |
$225,000 |
10,679 |
|
HARBOR INVESTMENT ADVISORY LLC |
326 |
- |
2024-03-31 |
10,613 |
$224,000 |
0 |
|
|
100 Records found
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1
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