|
Institutional
Holders
Total
Institutions:
|
114 7 |
|
Total
shares held :
|
49,124,433 |
|
% of shares
held :
|
66.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-29 |
|
Amount
of shares held :
|
-1,633,554 |
|
% of shares
held change :
|
-2.21% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.25 |
|
Last
Quarter's Ending
Price :
|
$27.42 |
|
Last
Quarter's Average
Price :
|
$26.00 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.58 (9.92%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ARGI INVESTMENT SERVICES, LLC |
4 |
- |
2022-12-31 |
6,651,067 |
$164,880,000 |
318,387 |
|
Hartford Funds Management Co LLC |
4 |
- |
2024-03-31 |
3,345,578 |
$93,542,000 |
5,534 |
|
BANK OF AMERICA CORP /DE/ |
1028 |
- |
2024-03-31 |
2,821,291 |
$78,996,000 |
43,263 |
|
FOSTER & MOTLEY INC |
3 |
- |
2024-03-31 |
1,876,998 |
$52,556,000 |
55,349 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
17 |
- |
2023-12-31 |
899,400 |
$24,662,000 |
32,387 |
|
MARINER WEALTH ADVISORS, LLC |
296 |
- |
2024-03-31 |
869,969 |
$24,359,000 |
845,372 |
|
LPL FINANCIAL CORP |
903 |
- |
2024-03-31 |
781,398 |
$21,879,000 |
25,310 |
|
OLD MISSION CAPITAL LLC |
32 |
- |
2024-03-31 |
684,652 |
$19,170,000 |
604,678 |
|
Arden Trust Co |
10 |
- |
2024-03-31 |
662,724 |
$18,556,000 |
1,518 |
|
Steward Partners Investment Advisory LLC |
156 |
- |
2024-03-31 |
461,671 |
$12,927,000 |
461,471 |
|
Private Advisor Group LLC |
212 |
- |
2024-03-31 |
441,311 |
$12,357,000 |
13,382 |
|
Goldstein Advisors LLC |
17 |
- |
2024-03-31 |
342,361 |
$9,586,000 |
23,325 |
|
Cornerstone Wealth Management LLC |
38 |
- |
2024-03-31 |
253,210 |
$7,090,000 |
9,112 |
|
ENVESTNET ASSET MANAGEMENT INC |
1820 |
- |
2024-03-31 |
223,139 |
$6,248,000 |
8,273 |
|
Lido Advisors LLC |
232 |
- |
2024-03-31 |
214,015 |
$5,992,000 |
35,858 |
|
CITADEL ADVISORS LLC |
1608 |
- |
2024-03-31 |
200,318 |
$5,609,000 |
59,832 |
|
Feltz Wealth PLAN Inc. |
52 |
- |
2024-03-31 |
195,672 |
$5,479,000 |
5,360 |
|
Bennett Associates Wealth Management |
7 |
- |
2024-03-31 |
185,540 |
$5,195,000 |
15,640 |
|
Cetera Investment Advisers |
1069 |
- |
2024-03-31 |
151,842 |
$4,252,000 |
117,450 |
|
Goss Wealth Management LLC |
439 |
- |
2024-03-31 |
147,891 |
$4,141,000 |
54,912 |
|
FINANCIAL NETWORK |
769 |
- |
2024-03-31 |
123,204 |
$3,450,000 |
3,395 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1404 |
- |
2024-03-31 |
101,224 |
$2,834,000 |
5,079 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
89 |
- |
2024-03-31 |
57,256 |
$1,603,000 |
3,899 |
|
HIGHTOWER ADVISORS, LLC |
1812 |
- |
2024-03-31 |
33,435 |
$937,000 |
4,070 |
|
Qube Research & Technologies Ltd |
1931 |
- |
2024-03-31 |
28,900 |
$809,000 |
20,522 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1259 |
- |
2024-03-31 |
16,786 |
$470,000 |
27 |
|
STIFEL FINANCIAL CORP |
2645 |
- |
2024-03-31 |
16,596 |
$465,000 |
366 |
|
BKM Wealth Management LLC |
145 |
- |
2024-03-31 |
8,605 |
$241,000 |
138 |
|
Keystone Financial Group |
330 |
- |
2024-03-31 |
7,223 |
$202,000 |
7,223 |
|
HARBOUR INVESTMENTS INC. |
976 |
- |
2023-12-31 |
5,449 |
$149,000 |
7 |
|
Global Retirement Partners LLC |
1015 |
- |
2024-03-31 |
4,035 |
$113,000 |
1,947 |
|
JONES FINANCIAL COMPANIES LLLP |
632 |
- |
2024-03-31 |
2,933 |
$82,000 |
2,383 |
|
FMR LLC |
3428 |
- |
2024-03-31 |
1,748 |
$49,000 |
748 |
|
VIMA LLC |
143 |
- |
2024-03-31 |
1,165 |
$31,000 |
640 |
|
Householder Group Estate & Retirement Specialist L |
591 |
- |
2024-03-31 |
986 |
$28,000 |
853 |
|
|
35 Records found
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1
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