|
Institutional
Holders
Total
Institutions:
|
231 4 |
|
Total
shares held :
|
63,231,708 |
|
% of shares
held :
|
20.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
Amount
of shares held :
|
4,734,323 |
|
% of shares
held change :
|
1.57% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.29 |
|
Last
Quarter's Ending
Price :
|
$7.72 |
|
Last
Quarter's Average
Price :
|
$7.43 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.79 (10.63%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
27
|
1,394,726
|
2.21%
|
|
|
Increased
Positions : |
75
|
5,982,439
|
9.46%
|
|
|
Unchanged
Positions : |
73
|
1,225,276
|
1.94%
|
|
|
Decreased
Positions : |
56
|
-2,301,962
|
-3.64%
|
|
|
Closed
Positions : |
23
|
-340,880
|
-0.54%
|
|
|
Guru
Positions : |
1
|
28,552
|
0.05%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
842 |
- |
2024-03-31 |
22,553,860 |
$184,040,000 |
381,384 |
|
INVESCO LTD |
1192 |
- |
2024-03-31 |
4,137,055 |
$33,758,000 |
290,052 |
|
KARPUS MANAGEMENT INC |
35 |
- |
2024-03-31 |
2,784,875 |
$22,725,000 |
16,219 |
|
Cornerstone Advisors LLC |
24 |
- |
2024-03-31 |
2,714,928 |
$22,154,000 |
827,496 |
|
BANK OF AMERICA CORP /DE/ |
1913 |
- |
2024-03-31 |
2,507,745 |
$20,463,000 |
24,682 |
|
1607 CAPITAL PARTNERS, LLC |
12 |
- |
2024-03-31 |
2,454,136 |
$20,026,000 |
1,378,094 |
|
CNH PARTNERS LLC |
31 |
- |
2024-03-31 |
1,656,805 |
$13,520,000 |
452,410 |
|
WELLS FARGO & CO/MN |
1473 |
- |
2024-03-31 |
1,341,845 |
$10,949,000 |
323,649 |
|
FIXED INCOME SECURITIES INC |
107 |
- |
2024-03-31 |
1,261,100 |
$10,291,000 |
77,371 |
|
COHEN & STEERS INC |
98 |
- |
2024-03-31 |
1,137,690 |
$9,284,000 |
60,000 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
823 |
- |
2024-03-31 |
1,125,194 |
$9,182,000 |
37,309 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
854 |
- |
2024-03-31 |
1,083,297 |
$8,840,000 |
48,152 |
|
STIFEL FINANCIAL CORP |
924 |
- |
2024-03-31 |
913,978 |
$7,458,000 |
111,876 |
|
LPL FINANCIAL CORP |
1617 |
- |
2024-03-31 |
764,206 |
$6,236,000 |
3,217 |
|
UBS Group AG |
1994 |
- |
2024-03-31 |
757,541 |
$6,182,000 |
51,957 |
|
Logan Stone Capital LLC |
20 |
- |
2024-03-31 |
702,828 |
$5,735,000 |
131,761 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
56 |
- |
2024-03-31 |
661,378 |
$5,397,000 |
31,089 |
|
ROYAL BANK OF CANADA |
1894 |
- |
2024-03-31 |
624,193 |
$5,093,000 |
14,090 |
|
WOLVERINE ASSET MANAGEMENT LLC |
38 |
- |
2024-03-31 |
618,014 |
$5,043,000 |
82,659 |
|
HIGHTOWER ADVISORS, LLC |
1042 |
- |
2024-03-31 |
494,189 |
$4,033,000 |
8,543 |
|
H D Vest Advisory Services |
364 |
- |
2024-03-31 |
481,428 |
$3,928,000 |
5,733 |
|
CoreCap Advisors LLC |
115 |
- |
2023-12-31 |
361,368 |
$2,790,000 |
5,785 |
|
Flow State Investments L.P. |
30 |
- |
2024-03-31 |
249,684 |
$2,037,000 |
38,393 |
|
ENVESTNET ASSET MANAGEMENT INC |
2576 |
- |
2024-03-31 |
237,436 |
$1,937,000 |
3,296 |
|
Cetera Investment Advisers |
1603 |
- |
2024-03-31 |
226,445 |
$1,848,000 |
215,813 |
|
NATIONAL ASSET MANAGEMENT, INC. |
388 |
- |
2024-03-31 |
238,470 |
$1,758,000 |
33,681 |
|
COMERICA BANK |
1302 |
- |
2024-03-31 |
189,321 |
$1,545,000 |
3,966 |
|
Steward Partners Investment Advisory LLC |
671 |
- |
2024-03-31 |
181,085 |
$1,478,000 |
1,721 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
883 |
- |
2024-03-31 |
176,487 |
$1,440,000 |
2,555 |
|
FINANCIAL NETWORK |
1217 |
- |
2024-03-31 |
172,624 |
$1,409,000 |
13,933 |
|
Pathstone Holdings LLC |
1135 |
- |
2024-03-31 |
155,825 |
$1,272,000 |
113,792 |
|
High Net Worth Advisory Group LLC |
66 |
- |
2024-03-31 |
137,339 |
$1,121,000 |
200 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2411 |
- |
2024-03-31 |
137,301 |
$1,120,000 |
106,543 |
|
Kestra Advisory Services LLC |
1195 |
- |
2024-03-31 |
129,861 |
$1,060,000 |
620 |
|
Walleye Trading Advisors LLC |
976 |
- |
2024-03-31 |
121,372 |
$990,000 |
40,973 |
|
PRINCIPAL SECURITIES INC. |
466 |
- |
2024-03-31 |
116,008 |
$947,000 |
536 |
|
CONNING ASSET MANAGEMENT CO. |
160 |
- |
2024-03-31 |
113,794 |
$929,000 |
2,359 |
|
Northstar Advisory Group LLC |
43 |
- |
2024-03-31 |
103,121 |
$855,000 |
1,280 |
|
Quantedge Capital Pte Ltd |
68 |
- |
2024-03-31 |
91,800 |
$749,000 |
54,200 |
|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
106 |
- |
2024-03-31 |
82,146 |
$670,000 |
55,753 |
|
RAYMOND JAMES TRUST CO |
626 |
- |
2024-03-31 |
76,397 |
$623,000 |
7,915 |
|
Sheaff Brock Investment Advisors LLC |
267 |
- |
2024-03-31 |
68,267 |
$557,000 |
5 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2147 |
- |
2024-03-31 |
63,708 |
$520,000 |
34,254 |
|
Ameritas Advisory Services LLC |
551 |
- |
2024-03-31 |
63,133 |
$507,000 |
63,133 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
372 |
- |
2024-03-31 |
60,842 |
$493,000 |
766 |
|
Cooper Financial Group |
224 |
- |
2024-03-31 |
58,533 |
$478,000 |
6,335 |
|
J.W. COLE ADVISORS INC. |
565 |
- |
2024-03-31 |
54,384 |
$444,000 |
17,844 |
|
WEALTH EFFECTS LLC |
118 |
- |
2024-03-31 |
54,170 |
$442,000 |
313 |
|
David J Yvars Group |
48 |
- |
2024-03-31 |
49,605 |
$403,000 |
166 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1424 |
- |
2024-03-31 |
46,801 |
$382,000 |
1,159 |
|
Investmark Advisory Group LLC |
81 |
- |
2024-03-31 |
45,188 |
$369,000 |
297 |
|
OPPENHEIMER & CO INC |
1146 |
- |
2024-03-31 |
40,276 |
$329,000 |
555 |
|
Private Advisor Group LLC |
1770 |
- |
2024-03-31 |
40,237 |
$328,000 |
1,326 |
|
Atomi Financial Group Inc. |
517 |
- |
2024-03-31 |
38,438 |
$314,000 |
1,600 |
|
Gratus Capital LLC |
268 |
- |
2024-03-31 |
36,793 |
$300,000 |
49 |
|
Goss Wealth Management LLC |
1654 |
- |
2024-03-31 |
35,098 |
$286,000 |
7,001 |
|
NORTHERN TRUST CORP |
3777 |
- |
2024-03-31 |
33,613 |
$274,000 |
228 |
|
MKT Advisors LLC |
112 |
- |
2024-03-31 |
33,108 |
$269,000 |
1,986 |
|
Semus Wealth Partners LLC |
100 |
- |
2024-03-31 |
31,969 |
$261,000 |
879 |
|
Integrated Capital Management Inc. |
29 |
- |
2024-03-31 |
31,727 |
$259,000 |
2,006 |
|
Diligent Investors LLC |
284 |
- |
2024-03-31 |
29,990 |
$245,000 |
1,677 |
|
CREATIVE PLANNING |
2413 |
- |
2024-03-31 |
29,522 |
$241,000 |
11 |
|
Arkadios Wealth Advisors |
610 |
- |
2024-03-31 |
28,684 |
$234,000 |
31 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
911 |
- |
2024-03-31 |
28,552 |
$233,000 |
28,552 |
|
Main Street Financial Solutions LLC |
463 |
- |
2024-03-31 |
27,618 |
$225,000 |
1,554 |
|
Stonebridge Financial Planning Group LLC |
145 |
- |
2024-03-31 |
27,562 |
$225,000 |
53 |
|
Lane & Associates LLC |
108 |
- |
2024-03-31 |
26,929 |
$220,000 |
522 |
|
Atria Wealth Solutions Inc. |
1789 |
- |
2024-03-31 |
25,366 |
$207,000 |
3,900 |
|
HBK SORCE ADVISORY LLC |
564 |
- |
2024-03-31 |
23,220 |
$189,000 |
3,425 |
|
HPM Partners LLC |
2122 |
- |
2024-03-31 |
21,757 |
$177,000 |
6 |
|
Syverson Strege & Co |
71 |
- |
2024-03-31 |
21,054 |
$172,000 |
23 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2216 |
- |
2024-03-31 |
19,617 |
$160,000 |
4,628 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1208 |
- |
2024-03-31 |
18,365 |
$150,000 |
107 |
|
KPP Advisory Services LLC |
232 |
- |
2024-03-31 |
17,735 |
$145,000 |
17,735 |
|
WealthBridge Capital Management LLC |
189 |
- |
2024-03-31 |
16,850 |
$137,000 |
464 |
|
CIC Wealth LLC |
159 |
- |
2024-03-31 |
13,746 |
$112,000 |
337 |
|
Summit Investment Advisory Services LLC |
68 |
- |
2024-03-31 |
13,293 |
$108,000 |
273 |
|
Wealth Alliance |
506 |
- |
2024-03-31 |
11,065 |
$90,000 |
82 |
|
Relative Value Partners Group LLC |
278 |
- |
2024-03-31 |
11,668 |
$90,000 |
75 |
|
LINCOLN NATIONAL CORP |
1160 |
- |
2024-03-31 |
10,792 |
$88,000 |
12 |
|
9258 Wealth Management LLC |
344 |
- |
2024-03-31 |
10,425 |
$85,000 |
10,425 |
|
CWA Asset Management Group LLC |
522 |
- |
2024-03-31 |
10,137 |
$83,000 |
3 |
|
CITIGROUP INC |
3537 |
- |
2024-03-31 |
8,671 |
$71,000 |
1,114 |
|
Register Financial Advisors LLC |
313 |
- |
2024-03-31 |
8,211 |
$67,000 |
8,211 |
|
NBC SECURITIES INC. |
1061 |
- |
2024-03-31 |
7,901 |
$64,000 |
16 |
|
PFS Partners LLC |
108 |
- |
2024-03-31 |
7,658 |
$62,000 |
158 |
|
ORG Partners LLC |
133 |
- |
2024-03-31 |
6,236 |
$51,000 |
6,236 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
626 |
- |
2024-03-31 |
5,501 |
$45,000 |
114 |
|
Parallel Advisors LLC |
1547 |
- |
2024-03-31 |
5,571 |
$45,000 |
5,571 |
|
SOA Wealth Advisors LLC. |
385 |
- |
2024-03-31 |
3,549 |
$29,000 |
98 |
|
HANSON MCCLAIN, INC. |
1708 |
- |
2024-03-31 |
2,697 |
$22,000 |
314 |
|
Geneos Wealth Management Inc. |
1463 |
- |
2024-03-31 |
1,676 |
$14,000 |
32 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
780 |
- |
2023-12-31 |
1,088 |
$8,000 |
24 |
|
|
93 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|