|
Institutional
Holders
Total
Institutions:
|
132 8 |
|
Total
shares held :
|
36,739,629 |
|
% of shares
held :
|
95.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-815,919 |
|
% of shares
held change :
|
-2.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
4 |
- |
2024-03-31 |
13,377,640 |
$161,334,000 |
973,763 |
|
MORGAN STANLEY |
1963 |
- |
2024-03-31 |
3,286,463 |
$39,635,000 |
-248,845 |
|
Pathstone Holdings LLC |
87 |
- |
2024-03-31 |
3,045,901 |
$36,734,000 |
-85,640 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
16 |
- |
2024-03-31 |
3,000,129 |
$36,182,000 |
63,675 |
|
SIT INVESTMENT ASSOCIATES INC |
30 |
- |
2024-03-31 |
2,574,932 |
$31,054,000 |
1,084,317 |
|
BANK OF AMERICA CORP /DE/ |
1947 |
- |
2024-03-31 |
1,618,522 |
$19,519,000 |
3,597 |
|
Allspring Global Investments Holdings LLC |
635 |
- |
2024-03-31 |
1,292,667 |
$15,590,000 |
0 |
|
MACKAY SHIELDS LLC |
23 |
- |
2024-03-31 |
739,246 |
$8,915,000 |
660,686 |
|
ADVISOR PARTNERS II LLC |
46 |
*New |
2023-09-30 |
803,637 |
$8,157,000 |
803,637 |
|
WELLS FARGO & CO/MN |
1788 |
- |
2024-03-31 |
562,948 |
$6,789,000 |
-9,696 |
|
VAN ECK ASSOCIATES CORP |
500 |
- |
2024-03-31 |
551,645 |
$6,653,000 |
15,933 |
|
Penserra Capital Management LLC |
215 |
*New |
2024-03-31 |
432,048 |
$5,210,000 |
432,048 |
|
PNC FINANCIAL SERVICES GROUP INC |
691 |
- |
2024-03-31 |
358,990 |
$4,329,000 |
-12,566 |
|
Intellectus Partners LLC |
16 |
- |
2024-03-31 |
357,116 |
$4,328,000 |
-53,431 |
|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
44 |
- |
2024-03-31 |
353,191 |
$4,259,000 |
163,719 |
|
CNH PARTNERS LLC |
96 |
- |
2024-03-31 |
339,493 |
$4,094,000 |
-128,971 |
|
HIGHTOWER ADVISORS, LLC |
1056 |
- |
2024-03-31 |
325,223 |
$3,917,000 |
-7,318 |
|
ROBINSON CAPITAL MANAGEMENT LLC |
27 |
- |
2024-03-31 |
313,055 |
$3,610,000 |
-84,877 |
|
Capital Investment Advisors LLC |
142 |
- |
2024-03-31 |
299,216 |
$3,609,000 |
-5,133 |
|
Oakmont Partners LLC |
194 |
- |
2024-03-31 |
297,590 |
$3,589,000 |
20,193 |
|
FIXED INCOME SECURITIES INC |
371 |
- |
2024-03-31 |
284,167 |
$3,427,000 |
67,478 |
|
Flagship Private Wealth LLC |
20 |
- |
2024-03-31 |
178,974 |
$2,158,000 |
86 |
|
UBS Group AG |
2925 |
- |
2024-03-31 |
174,841 |
$2,109,000 |
-9,065 |
|
STIFEL FINANCIAL CORP |
1706 |
- |
2024-03-31 |
166,751 |
$2,011,000 |
19 |
|
LPL FINANCIAL CORP |
2557 |
- |
2024-03-31 |
153,901 |
$1,856,000 |
22,815 |
|
GUGGENHEIM CAPITAL LLC |
920 |
- |
2024-03-31 |
149,566 |
$1,804,000 |
-92,052 |
|
Vivaldi Capital Management LLC |
43 |
- |
2024-03-31 |
143,533 |
$1,755,000 |
-19,221 |
|
Edmonds Duncan Registered Investment Advisors LLC |
42 |
- |
2024-03-31 |
137,265 |
$1,655,000 |
-1,819 |
|
RAYMOND JAMES & ASSOCIATES |
2290 |
- |
2024-03-31 |
131,537 |
$1,586,000 |
-2,369 |
|
Rockefeller Capital Management L.P. |
1101 |
- |
2024-03-31 |
130,228 |
$1,571,000 |
-29,986 |
|
MELFA WEALTH MANAGEMENT LLC |
26 |
- |
2024-03-31 |
111,341 |
$1,343,000 |
360 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1888 |
- |
2024-03-31 |
108,280 |
$1,306,000 |
7,825 |
|
ROYAL BANK OF CANADA |
2804 |
- |
2024-03-31 |
105,867 |
$1,277,000 |
-14,514 |
|
HORIZON ASSET MANAGEMENT INC/NY |
134 |
- |
2024-03-31 |
102,157 |
$1,232,000 |
-3,304 |
|
COHEN & STEERS INC |
244 |
- |
2024-03-31 |
90,000 |
$1,085,000 |
25,000 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
270 |
- |
2024-03-31 |
89,196 |
$1,076,000 |
67,871 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2174 |
- |
2024-03-31 |
88,904 |
$1,072,000 |
5,659 |
|
NINE MASTS CAPITAL Ltd |
30 |
*New |
2024-03-31 |
85,393 |
$1,030,000 |
85,393 |
|
Hennion & Walsh Asset Management Inc. |
419 |
- |
2024-03-31 |
83,722 |
$1,010,000 |
-172,906 |
|
ROCK POINT ADVISORS LLC |
50 |
- |
2024-03-31 |
80,274 |
$968,000 |
-50 |
|
RIVERBRIDGE PARTNERS LLC |
119 |
- |
2024-03-31 |
79,700 |
$961,000 |
-13 |
|
Baird Financial Group Inc. |
1175 |
- |
2024-03-31 |
77,909 |
$940,000 |
11,452 |
|
Allegheny Financial Group LTD |
68 |
- |
2024-03-31 |
73,556 |
$887,000 |
8,523 |
|
BANK OF NEW YORK MELLON CORP |
3249 |
- |
2024-03-31 |
65,626 |
$791,000 |
32 |
|
Alpine Partners VI LLC |
84 |
- |
2024-03-31 |
65,000 |
$784,000 |
65,000 |
|
Cetera Investment Advisers |
2260 |
- |
2024-03-31 |
63,943 |
$771,000 |
50,875 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
359 |
- |
2024-03-31 |
63,680 |
$768,000 |
-60,876 |
|
WELCH & FORBES LLC |
258 |
- |
2024-03-31 |
55,734 |
$672,000 |
-12,712 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
354 |
- |
2024-03-31 |
53,502 |
$645,000 |
-3,063 |
|
COMERICA BANK |
1781 |
- |
2024-03-31 |
51,225 |
$618,000 |
-328 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2119 |
- |
2024-03-31 |
49,752 |
$600,000 |
-443 |
|
Advisor Group Holdings Inc. |
2788 |
- |
2024-03-31 |
48,766 |
$588,000 |
4,444 |
|
INVESCO LTD |
3185 |
- |
2024-03-31 |
44,811 |
$540,000 |
6,617 |
|
Wellspring Financial Advisors LLC |
67 |
- |
2024-03-31 |
44,050 |
$531,000 |
5,700 |
|
FREESTONE CAPITAL HOLDINGS, LLC |
290 |
- |
2024-03-31 |
43,948 |
$530,000 |
0 |
|
Ironsides Asset Advisors LLC |
38 |
- |
2024-03-31 |
42,865 |
$517,000 |
1,633 |
|
E&G Advisors LP |
117 |
- |
2024-03-31 |
42,000 |
$507,000 |
0 |
|
Compass Financial Group INC/SD |
51 |
- |
2024-03-31 |
37,638 |
$454,000 |
93 |
|
Kingsview Wealth Management LLC |
689 |
- |
2024-03-31 |
37,250 |
$449,000 |
-2,899 |
|
U.S. Capital Wealth Advisors LLC |
483 |
- |
2024-03-31 |
37,154 |
$448,000 |
0 |
|
FINANCIAL NETWORK |
2009 |
- |
2024-03-31 |
36,350 |
$438,000 |
20,750 |
|
BDO Wealth Advisors LLC |
186 |
- |
2023-06-30 |
37,788 |
$432,000 |
-729 |
|
Arete Wealth Advisors LLC |
313 |
- |
2024-03-31 |
34,041 |
$411,000 |
-2,250 |
|
OARSMAN CAPITAL, INC. |
144 |
- |
2024-03-31 |
33,850 |
$408,000 |
-160 |
|
Pathway Financial Advisers LLC |
134 |
- |
2024-03-31 |
31,432 |
$379,000 |
0 |
|
PROVISE MANAGEMENT GROUP LLC |
218 |
- |
2024-03-31 |
30,809 |
$372,000 |
0 |
|
Flow State Investments L.P. |
84 |
*New |
2024-03-31 |
30,619 |
$369,000 |
30,619 |
|
RSM US WEALTH MANAGEMENT LLC |
496 |
- |
2024-03-31 |
28,220 |
$340,000 |
-1,800 |
|
Genesee Capital Advisors LLC |
85 |
- |
2024-03-31 |
25,998 |
$314,000 |
0 |
|
GOODWIN DANIEL L |
62 |
- |
2023-09-30 |
29,755 |
$302,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2500 |
- |
2024-03-31 |
23,034 |
$278,000 |
-5,884 |
|
Stratos Wealth Advisors LLC |
575 |
- |
2024-03-31 |
21,768 |
$263,000 |
34 |
|
KISTLERTIFFANY COMPANIES, LLC |
296 |
*New |
2023-06-30 |
22,529 |
$258,000 |
22,529 |
|
ASSET MANAGEMENT CORP /IL/ /ADV |
106 |
- |
2023-03-31 |
21,622 |
$253,000 |
-3,734 |
|
Mystic Asset Management Inc. |
145 |
- |
2024-03-31 |
21,000 |
$253,000 |
0 |
|
NUVEEN ASSET MANAGEMENT, LLC |
3090 |
- |
2024-03-31 |
20,542 |
$248,000 |
0 |
|
ICON ADVISERS INC/CO |
159 |
*New |
2024-03-31 |
20,700 |
$246,000 |
20,700 |
|
Gridiron Partners LLC |
53 |
- |
2024-03-31 |
19,792 |
$239,000 |
-71,586 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1684 |
- |
2024-03-31 |
19,736 |
$238,000 |
-1,412 |
|
H D Vest Advisory Services |
1443 |
- |
2024-03-31 |
19,315 |
$233,000 |
58 |
|
WEALTH EFFECTS LLC |
186 |
- |
2024-03-31 |
18,458 |
$223,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
869 |
- |
2024-03-31 |
18,416 |
$222,000 |
-2,754 |
|
NOMURA HOLDINGS INC |
747 |
*New |
2024-03-31 |
17,675 |
$213,000 |
17,675 |
|
PARK AVENUE SECURITIES LLC |
1313 |
- |
2024-03-31 |
16,859 |
$203,000 |
2,030 |
|
Coastal Investment Advisors Inc. |
407 |
- |
2024-03-31 |
16,613 |
$200,000 |
0 |
|
Tyche Wealth Partners LLC |
265 |
- |
2024-03-31 |
16,520 |
$199,000 |
0 |
|
Shulman DeMeo Asset Management LLC |
125 |
- |
2024-03-31 |
16,252 |
$196,000 |
-495 |
|
Quadrant Private Wealth Management LLC |
227 |
- |
2024-03-31 |
15,411 |
$187,000 |
0 |
|
Pacitti Group Inc. |
149 |
- |
2024-03-31 |
15,204 |
$183,000 |
-2,197 |
|
OPPENHEIMER & CO INC |
1358 |
- |
2024-03-31 |
14,912 |
$180,000 |
2,662 |
|
FAMILY MANAGEMENT CORP |
146 |
- |
2024-03-31 |
14,898 |
$180,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2583 |
- |
2024-03-31 |
14,817 |
$179,000 |
1,036 |
|
Aquire Wealth Advisors LLC |
45 |
- |
2024-03-31 |
14,871 |
$179,000 |
0 |
|
M&T BANK CORP |
1501 |
- |
2024-03-31 |
14,641 |
$177,000 |
-297 |
|
Ameritas Advisory Services LLC |
835 |
- |
2024-03-31 |
14,145 |
$170,000 |
14,145 |
|
Atria Wealth Solutions Inc. |
1828 |
- |
2024-03-31 |
13,929 |
$169,000 |
-521 |
|
CHARTER TRUST CO |
253 |
- |
2024-03-31 |
13,625 |
$164,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2219 |
- |
2024-03-31 |
13,060 |
$158,000 |
1,869 |
|
SFMG, LLC |
260 |
- |
2024-03-31 |
12,732 |
$154,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
2258 |
*New |
2024-03-31 |
12,053 |
$145,000 |
12,053 |
|
|
100 Records found
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1
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