|
Institutional
Holders
Total
Institutions:
|
58 2 |
|
Total
shares held :
|
5,545,797 |
|
% of shares
held :
|
36.44% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
23,436 |
|
% of shares
held change :
|
0.15% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$13.36 |
|
Last
Quarter's Ending
Price :
|
$14.33 |
|
Last
Quarter's Average
Price :
|
$13.84 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.31 (2.24%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
2414 |
- |
2024-03-31 |
750,024 |
$10,748,000 |
-25,608 |
|
MORGAN STANLEY |
3406 |
- |
2024-03-31 |
608,045 |
$8,713,000 |
-16,742 |
|
Integrated Wealth Concepts LLC |
382 |
- |
2024-03-31 |
212,533 |
$3,046,000 |
-62,826 |
|
UBS Group AG |
2828 |
- |
2024-03-31 |
163,934 |
$2,349,000 |
-7,073 |
|
LLBH Private Wealth Management LLC |
37 |
- |
2024-03-31 |
146,663 |
$2,102,000 |
-11,411 |
|
Apollon Wealth Management LLC |
412 |
- |
2024-03-31 |
85,677 |
$1,228,000 |
-4,387 |
|
Merit Financial Group LLC |
360 |
- |
2024-03-31 |
82,761 |
$1,173,000 |
-3,824 |
|
1607 CAPITAL PARTNERS, LLC |
124 |
- |
2024-03-31 |
80,721 |
$1,157,000 |
-84,479 |
|
LPL FINANCIAL CORP |
3031 |
- |
2024-03-31 |
77,059 |
$1,104,000 |
-91,857 |
|
HILLTOP HOLDINGS INC. |
364 |
- |
2024-03-31 |
36,465 |
$523,000 |
-1,500 |
|
CNH PARTNERS LLC |
258 |
- |
2024-03-31 |
22,520 |
$323,000 |
-65,741 |
|
CAPTRUST FINANCIAL ADVISORS |
1859 |
- |
2024-03-31 |
17,775 |
$255,000 |
-208,903 |
|
WEDBUSH MORGAN SECURITIES INC |
1110 |
- |
2024-03-31 |
13,711 |
$196,000 |
-5,950 |
|
ROYAL BANK OF CANADA |
4172 |
- |
2024-03-31 |
13,327 |
$192,000 |
-1,129 |
|
Next Capital Management LLC |
139 |
- |
2024-03-31 |
10,964 |
$157,000 |
-1,983 |
|
WELLS FARGO & CO/MN |
4088 |
- |
2024-03-31 |
10,594 |
$152,000 |
-2,266 |
|
Gilliland Jeter Wealth Management LLC |
213 |
- |
2024-03-31 |
7,237 |
$104,000 |
-3,666 |
|
Spire Wealth Management |
1094 |
- |
2024-03-31 |
5,000 |
$72,000 |
-1,009 |
|
|
18 Records found
|
1
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