|
Institutional
Holders
Total
Institutions:
|
121 2 |
|
Total
shares held :
|
19,733,832 |
|
% of shares
held :
|
27.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
1,345,764 |
|
% of shares
held change :
|
1.91% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.34 |
|
Last
Quarter's Ending
Price :
|
$20.80 |
|
Last
Quarter's Average
Price :
|
$20.09 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.38 (1.89%) |
|
|
|
|
|
|
|
|
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 |
2210 |
- |
2024-03-31 |
1,458,613 |
$30,718,000 |
-80,960 |
|
BANK OF AMERICA CORP /DE/ |
1780 |
- |
2024-03-31 |
1,136,811 |
$23,941,000 |
-26,187 |
|
NARWHAL CAPITAL MANAGEMENT |
28 |
- |
2024-03-31 |
485,602 |
$10,227,000 |
-47,621 |
|
Rockefeller Capital Management L.P. |
489 |
- |
2024-03-31 |
483,319 |
$10,179,000 |
-30,660 |
|
Merit Financial Group LLC |
73 |
- |
2024-03-31 |
491,102 |
$10,112,000 |
-31,366 |
|
STIFEL FINANCIAL CORP |
827 |
- |
2024-03-31 |
458,293 |
$9,652,000 |
-27,154 |
|
Logan Stone Capital LLC |
11 |
- |
2024-03-31 |
375,060 |
$7,899,000 |
-254,699 |
|
WealthBridge Capital Management LLC |
9 |
- |
2024-03-31 |
305,058 |
$6,425,000 |
-13,941 |
|
Hennion & Walsh Asset Management Inc. |
84 |
- |
2024-03-31 |
231,219 |
$4,869,000 |
-51,366 |
|
Pathstone Holdings LLC |
564 |
- |
2024-03-31 |
200,582 |
$4,224,000 |
-4,928 |
|
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
23 |
- |
2024-03-31 |
178,011 |
$3,749,000 |
-19,256 |
|
LPL FINANCIAL CORP |
1989 |
- |
2024-03-31 |
177,262 |
$3,733,000 |
-4,663 |
|
1607 CAPITAL PARTNERS, LLC |
78 |
- |
2024-03-31 |
176,635 |
$3,720,000 |
-97,093 |
|
Steward Partners Investment Advisory LLC |
459 |
- |
2024-03-31 |
139,995 |
$2,948,000 |
-16,360 |
|
Amplius Wealth Advisors LLC |
43 |
- |
2024-03-31 |
131,176 |
$2,763,000 |
-5,191 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
121 |
- |
2024-03-31 |
126,972 |
$2,674,000 |
-61,882 |
|
Waterfront Wealth Inc. |
43 |
- |
2024-03-31 |
116,174 |
$2,376,000 |
-2,718 |
|
RAYMOND JAMES & ASSOCIATES |
2050 |
- |
2024-03-31 |
111,351 |
$2,345,000 |
-4,938 |
|
AMERIPRISE FINANCIAL INC |
2792 |
- |
2024-03-31 |
96,678 |
$2,036,000 |
-5,991 |
|
GILL CAPITAL PARTNERS LLC |
36 |
- |
2024-03-31 |
85,740 |
$1,756,000 |
-2,602 |
|
Relative Value Partners Group LLC |
129 |
- |
2024-03-31 |
66,143 |
$1,413,000 |
-2,139 |
|
LexAurum Advisors LLC |
65 |
- |
2024-03-31 |
61,524 |
$1,296,000 |
-13,434 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1982 |
- |
2024-03-31 |
52,440 |
$1,104,000 |
-6,587 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
231 |
- |
2023-12-31 |
50,640 |
$1,053,000 |
-4,017 |
|
ADVISORY SERVICES NETWORK, LLC |
696 |
- |
2024-03-31 |
45,578 |
$960,000 |
-13,985 |
|
Integrated Wealth Concepts LLC |
781 |
- |
2024-03-31 |
43,403 |
$914,000 |
-1,925 |
|
Lehman & Derafelo Financial Resources LLC |
51 |
- |
2022-12-31 |
40,304 |
$858,000 |
-4,696 |
|
Private Advisor Group LLC |
1232 |
- |
2024-03-31 |
40,462 |
$852,000 |
-467 |
|
JANNEY MONTGOMERY SCOTT LLC |
1619 |
- |
2024-03-31 |
39,325 |
$828,000 |
-3,087 |
|
TrinityPoint Wealth LLC |
190 |
- |
2024-03-31 |
26,053 |
$549,000 |
-1,218 |
|
Successful Portfolios LLC |
65 |
- |
2024-03-31 |
22,607 |
$476,000 |
-1,000 |
|
Summit Financial Wealth Advisors LLC |
92 |
- |
2024-03-31 |
19,425 |
$409,000 |
-250 |
|
Seed Wealth Management Inc. |
69 |
- |
2024-03-31 |
18,870 |
$394,000 |
-900 |
|
MILLENNIUM MANAGEMENT LLC |
3296 |
- |
2024-03-31 |
17,626 |
$371,000 |
-28,981 |
|
NOMURA HOLDINGS INC |
653 |
- |
2024-03-31 |
15,630 |
$329,000 |
-1,370 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
619 |
- |
2024-03-31 |
12,705 |
$268,000 |
-101 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2843 |
- |
2024-03-31 |
11,579 |
$244,000 |
-1,035 |
|
FINANCIAL NETWORK |
2503 |
- |
2024-03-31 |
10,598 |
$223,000 |
-2,963 |
|
MML INVESTORS SERVICES LLC |
2290 |
- |
2024-03-31 |
10,583 |
$223,000 |
-1,958 |
|
Western Wealth Management LLC |
602 |
- |
2024-03-31 |
10,295 |
$217,000 |
-500 |
|
HIGHTOWER ADVISORS, LLC |
2893 |
- |
2024-03-31 |
10,141 |
$212,000 |
-189 |
|
US BANCORP |
1975 |
- |
2024-03-31 |
9,980 |
$210,000 |
-349 |
|
Advisor Group Holdings Inc. |
3806 |
- |
2024-03-31 |
7,934 |
$167,000 |
-2,221 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1774 |
- |
2024-03-31 |
4,974 |
$105,000 |
-4,522 |
|
WELLS FARGO & CO/MN |
6054 |
- |
2024-03-31 |
5 |
$0 |
-560 |
|
|
45 Records found
|
1
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