| |
Institutional
Holders
Total
Institutions:
 |
81  5 |
|
|
Total
shares held :
|
42,249,359 |
|
|
% of shares
held :
|
46.94% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
|
Amount
of shares held :
|
173,290 |
|
|
% of shares
held change :
|
0.19% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.19 |
|
|
Last
Quarter's Ending
Price :
|
$24.68 |
|
|
Last
Quarter's Average
Price :
|
$23.05 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.52 (10.91%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CHARLES SCHWAB INVESTMENT ADVISORY, INC. |
23 |
- |
2024-03-31 |
29,921,041 |
$738,152,000 |
335,997 |
|
| UBS Group AG |
1090 |
- |
2024-03-31 |
978,581 |
$24,142,000 |
15,718 |
|
| BANK OF AMERICA CORP /DE/ |
1788 |
- |
2024-03-31 |
960,812 |
$23,703,000 |
19,919 |
|
| MORGAN STANLEY |
2838 |
- |
2024-03-31 |
700,257 |
$17,275,000 |
162,745 |
|
| CI Private Wealth LLC |
447 |
- |
2024-03-31 |
593,253 |
$14,636,000 |
6,962 |
|
| WHITE PINE INVESTMENT CO |
7 |
- |
2024-03-31 |
506,880 |
$12,505,000 |
6,790 |
|
| Geneos Wealth Management Inc. |
49 |
- |
2024-03-31 |
374,915 |
$9,249,000 |
37,482 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1567 |
- |
2024-03-31 |
374,307 |
$9,234,000 |
94,489 |
|
| Rockefeller Capital Management L.P. |
543 |
- |
2024-03-31 |
344,614 |
$8,502,000 |
45,142 |
|
| Columbus Macro LLC |
6 |
- |
2024-03-31 |
267,183 |
$6,591,000 |
63,962 |
|
| LPL FINANCIAL CORP |
1787 |
- |
2024-03-31 |
198,285 |
$4,892,000 |
51,749 |
|
| Beta Wealth Group Inc. |
12 |
- |
2024-03-31 |
195,274 |
$4,817,000 |
2,426 |
|
| TSFG LLC |
23 |
- |
2024-03-31 |
194,708 |
$4,803,000 |
182,978 |
|
| RIVERFRONT INVESTMENT GROUP, LLC |
71 |
- |
2024-03-31 |
118,407 |
$2,921,000 |
15,454 |
|
| HIGHTOWER ADVISORS, LLC |
1247 |
- |
2024-03-31 |
112,436 |
$2,771,000 |
20,453 |
|
| SWS Partners |
49 |
- |
2024-03-31 |
105,021 |
$2,591,000 |
1,100 |
|
| Aprio Wealth Management LLC |
30 |
- |
2024-03-31 |
104,790 |
$2,585,000 |
13,912 |
|
| CSM Advisors LLC |
86 |
- |
2024-03-31 |
93,276 |
$2,300,000 |
152 |
|
| J P MORGAN CHASE & CO |
2948 |
- |
2024-03-31 |
85,849 |
$2,118,000 |
41,166 |
|
| STIFEL FINANCIAL CORP |
1693 |
- |
2024-03-31 |
83,000 |
$2,047,000 |
6,784 |
|
| QUANTITATIVE ADVANTAGE LLC |
72 |
- |
2023-03-31 |
73,024 |
$1,701,000 |
10,339 |
|
| Dynamic Advisors Solutions LLC |
357 |
- |
2024-03-31 |
60,064 |
$1,482,000 |
3,320 |
|
| H D Vest Advisory Services |
857 |
- |
2024-03-31 |
30,855 |
$761,000 |
171 |
|
| IFP Advisors Inc |
469 |
- |
2023-12-31 |
27,267 |
$673,000 |
11,434 |
|
| Orgel Wealth Management LLC |
51 |
- |
2024-03-31 |
24,941 |
$615,000 |
25 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1174 |
- |
2024-03-31 |
24,300 |
$599,000 |
629 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2730 |
- |
2024-03-31 |
21,688 |
$535,000 |
1,819 |
|
| FINANCIAL NETWORK |
1899 |
- |
2024-03-31 |
21,234 |
$524,000 |
5,813 |
|
| Crescent Grove Advisors LLC |
179 |
- |
2024-03-31 |
21,124 |
$521,000 |
399 |
|
| Pensionmark Financial Group LLC |
245 |
- |
2024-03-31 |
17,571 |
$433,000 |
1,399 |
|
| Austin Wealth Management LLC |
81 |
- |
2023-12-31 |
17,275 |
$413,000 |
975 |
|
| MARINER WEALTH ADVISORS, LLC |
2182 |
- |
2024-03-31 |
16,625 |
$410,000 |
5,435 |
|
| GSA CAPITAL PARTNERS LLP |
1051 |
- |
2024-03-31 |
15,912 |
$393,000 |
4,179 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1468 |
- |
2024-03-31 |
14,291 |
$353,000 |
1,942 |
|
| FDX ADVISORS, INC. |
|
- |
2024-03-31 |
13,131 |
$324,000 |
2,917 |
|
| CREATIVE PLANNING |
2343 |
- |
2024-03-31 |
10,628 |
$262,000 |
1,097 |
|
| FMR LLC |
2781 |
- |
2024-03-31 |
10,475 |
$258,000 |
5,248 |
|
| U.S. Capital Wealth Advisors LLC |
614 |
- |
2024-03-31 |
9,415 |
$232,000 |
12 |
|
| DEUTSCHE BANK AG |
3259 |
- |
2024-03-31 |
2,400 |
$59,000 |
1,900 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3074 |
- |
2024-03-31 |
1,653 |
$41,000 |
779 |
|
|
40 Records found
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1
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