|
Institutional
Holders
Total
Institutions:
|
216 5 |
|
Total
shares held :
|
46,399,018 |
|
% of shares
held :
|
23.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
4,478,651 |
|
% of shares
held change :
|
2.29% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$8.64 |
|
Last
Quarter's Ending
Price :
|
$8.71 |
|
Last
Quarter's Average
Price :
|
$8.71 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.16 (1.84%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
22
|
2,133,704
|
4.6%
|
|
|
Increased
Positions : |
64
|
5,810,194
|
12.52%
|
|
|
Unchanged
Positions : |
54
|
1,726,757
|
3.72%
|
|
|
Decreased
Positions : |
76
|
-3,039,423
|
-6.55%
|
|
|
Closed
Positions : |
27
|
-425,824
|
-0.92%
|
|
|
Guru
Positions : |
1
|
22,627
|
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 |
RIVERNORTH CAPITAL MANAGEMENT, INC. |
6 |
- |
2024-03-31 |
6,860,231 |
$59,753,000 |
216,713 |
|
UBS Group AG |
721 |
- |
2024-03-31 |
6,148,202 |
$53,551,000 |
541,106 |
|
MORGAN STANLEY |
1947 |
- |
2024-03-31 |
4,602,469 |
$40,088,000 |
48,308 |
|
Tortoise Investment Management LLC |
10 |
- |
2024-03-31 |
1,796,831 |
$15,650,000 |
185,828 |
|
LPL FINANCIAL CORP |
1365 |
- |
2024-03-31 |
1,088,846 |
$9,484,000 |
15,481 |
|
Rockefeller Capital Management L.P. |
519 |
- |
2024-03-31 |
1,065,542 |
$9,281,000 |
158,515 |
|
WELLS FARGO & CO/MN |
1621 |
- |
2024-03-31 |
999,504 |
$8,706,000 |
137,777 |
|
STIFEL FINANCIAL CORP |
932 |
- |
2024-03-31 |
846,836 |
$7,376,000 |
23,956 |
|
Chicago Partners Investment Group LLC |
91 |
- |
2024-03-31 |
688,721 |
$5,875,000 |
59,565 |
|
FIXED INCOME SECURITIES INC |
233 |
- |
2024-03-31 |
662,242 |
$5,768,000 |
12,203 |
|
Hennion & Walsh Asset Management Inc. |
68 |
- |
2024-03-31 |
618,073 |
$5,383,000 |
3,699 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
50 |
- |
2023-09-30 |
582,908 |
$4,831,000 |
55,433 |
|
AlTi Global Inc. |
95 |
- |
2024-03-31 |
502,270 |
$4,389,000 |
5,638 |
|
PROSPERA FINANCIAL SERVICES |
172 |
- |
2023-12-31 |
471,082 |
$4,051,000 |
460,309 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1375 |
- |
2024-03-31 |
413,155 |
$3,599,000 |
15,263 |
|
Congress Park Capital LLC |
22 |
- |
2024-03-31 |
347,882 |
$3,030,000 |
169,840 |
|
Baird Financial Group Inc. |
907 |
- |
2024-03-31 |
266,618 |
$2,322,000 |
11,184 |
|
Pettinga Financial Advisors LLC |
45 |
- |
2024-03-31 |
185,157 |
$1,613,000 |
51,007 |
|
Breakwater Capital Group |
72 |
- |
2024-03-31 |
165,409 |
$1,441,000 |
72,664 |
|
JANNEY MONTGOMERY SCOTT LLC |
1341 |
- |
2024-03-31 |
154,417 |
$1,345,000 |
32,108 |
|
MATHES COMPANY INC |
55 |
- |
2024-03-31 |
137,500 |
$1,198,000 |
5,000 |
|
SMITH MOORE & CO. |
153 |
- |
2024-03-31 |
135,750 |
$1,182,000 |
6,634 |
|
ROMAN BUTLER FULLERTON & CO |
75 |
- |
2024-03-31 |
110,325 |
$937,000 |
7,680 |
|
Cetera Investment Advisers |
2233 |
- |
2024-03-31 |
92,045 |
$802,000 |
42,931 |
|
Dynamic Advisors Solutions LLC |
505 |
- |
2024-03-31 |
83,261 |
$725,000 |
69,617 |
|
Steward Partners Investment Advisory LLC |
984 |
- |
2024-03-31 |
67,619 |
$589,000 |
17,537 |
|
Resources Investment Advisors Inc. |
697 |
- |
2024-03-31 |
64,251 |
$560,000 |
2,965 |
|
OPTIMUM INVESTMENT ADVISORS |
97 |
- |
2024-03-31 |
57,972 |
$505,000 |
7,000 |
|
MARINER WEALTH ADVISORS, LLC |
2034 |
- |
2024-03-31 |
55,737 |
$485,000 |
11,258 |
|
JAMES INVESTMENT RESEARCH INC |
216 |
- |
2024-03-31 |
54,116 |
$471,000 |
6,000 |
|
WealthBridge Capital Management LLC |
105 |
- |
2024-03-31 |
52,221 |
$455,000 |
1,444 |
|
Disciplined Investments LLC |
78 |
- |
2024-03-31 |
50,894 |
$443,000 |
47 |
|
Venturi Wealth Management LLC |
283 |
- |
2024-03-31 |
46,150 |
$402,000 |
19,127 |
|
BANK OF NEW YORK MELLON CORP |
3579 |
- |
2024-03-31 |
44,510 |
$388,000 |
23,382 |
|
MELFA WEALTH MANAGEMENT LLC |
94 |
- |
2024-03-31 |
43,338 |
$377,000 |
48 |
|
Concurrent Investment Advisors LLC |
628 |
- |
2024-03-31 |
40,743 |
$355,000 |
26,193 |
|
Good Life Advisors LLC |
328 |
- |
2024-03-31 |
38,275 |
$333,000 |
599 |
|
BlueChip Wealth Advisors LLC |
89 |
- |
2024-03-31 |
36,945 |
$322,000 |
11,500 |
|
Wolff Financial Management LLC |
82 |
- |
2024-03-31 |
34,697 |
$302,000 |
344 |
|
PFG FINANCIAL ADVISORS |
220 |
- |
2024-03-31 |
31,523 |
$275,000 |
208 |
|
PNC FINANCIAL SERVICES GROUP INC |
2053 |
- |
2024-03-31 |
26,971 |
$235,000 |
1,000 |
|
CULLEN FROST BANKERS INC |
453 |
- |
2024-03-31 |
26,750 |
$233,000 |
26,750 |
|
ENVESTNET ASSET MANAGEMENT INC |
3884 |
- |
2024-03-31 |
24,259 |
$211,000 |
3,588 |
|
Moors & Cabot Inc. |
800 |
- |
2024-03-31 |
24,080 |
$210,000 |
10 |
|
MULTIFINANCIAL SECURITIES CORP |
2212 |
- |
2024-03-31 |
22,537 |
$196,000 |
118 |
|
Prime Capital Investment Advisors LLC |
924 |
- |
2024-03-31 |
22,498 |
$196,000 |
2 |
|
WOLVERINE ASSET MANAGEMENT LLC |
533 |
- |
2024-03-31 |
18,238 |
$159,000 |
7,509 |
|
FINANCIAL NETWORK |
2617 |
- |
2024-03-31 |
18,142 |
$158,000 |
2,224 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
709 |
- |
2024-03-31 |
16,496 |
$143,000 |
2,023 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2229 |
- |
2024-03-31 |
16,387 |
$143,000 |
16,387 |
|
Sightline Wealth Advisors LLC |
67 |
- |
2024-03-31 |
15,908 |
$139,000 |
158 |
|
Coastal Investment Advisors Inc. |
460 |
- |
2024-03-31 |
13,943 |
$121,000 |
7 |
|
Sheaff Brock Investment Advisors LLC |
466 |
- |
2024-03-31 |
13,200 |
$115,000 |
2,000 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
474 |
- |
2024-03-31 |
13,126 |
$114,000 |
17 |
|
CREATIVE PLANNING |
2667 |
- |
2024-03-31 |
12,926 |
$113,000 |
2,311 |
|
Private Advisor Group LLC |
2185 |
- |
2024-03-31 |
11,731 |
$102,000 |
11,731 |
|
PFG Investments LLC |
962 |
- |
2024-03-31 |
11,266 |
$98,000 |
11,266 |
|
GREAT VALLEY ADVISOR GROUP INC. |
730 |
- |
2024-03-31 |
10,774 |
$94,000 |
51 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1845 |
- |
2024-03-31 |
10,144 |
$88,000 |
2,274 |
|
Radnor Capital Management LLC |
315 |
- |
2024-03-31 |
10,000 |
$87,000 |
10,000 |
|
SIGNATUREFD, LLC |
1573 |
- |
2024-03-31 |
5,632 |
$49,000 |
37 |
|
Investment Research & Advisory Group Inc. |
100 |
- |
2024-03-31 |
4,009 |
$45,000 |
54 |
|
CITIGROUP INC |
3847 |
- |
2024-03-31 |
4,194 |
$37,000 |
21 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
473 |
- |
2023-12-31 |
3,584 |
$31,000 |
546 |
|
Global Retirement Partners LLC |
1890 |
- |
2024-03-31 |
1,842 |
$16,000 |
12 |
|
Anchor Investment Management LLC |
850 |
- |
2024-03-31 |
650 |
$6,000 |
4 |
|
FNY Investment Advisers LLC |
515 |
- |
2024-03-31 |
400 |
$3,000 |
400 |
|
|
67 Records found
|
1
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