|
Institutional
Holders
Total
Institutions:
|
39 2 |
|
Total
shares held :
|
697,720 |
|
% of shares
held :
|
25.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-55,162 |
|
% of shares
held change :
|
-2.04% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$31.79 |
|
Last
Quarter's Ending
Price :
|
$33.92 |
|
Last
Quarter's Average
Price :
|
$31.54 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.86 (5.9%) |
|
|
|
|
|
|
|
|
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/ |
2853 |
- |
2024-03-31 |
170,875 |
$5,797,000 |
-14,151 |
|
MORGAN STANLEY |
4270 |
- |
2024-03-31 |
79,352 |
$2,692,000 |
-3,862 |
|
LPL FINANCIAL CORP |
3704 |
- |
2024-03-31 |
14,759 |
$501,000 |
-2,391 |
|
Kestra Advisory Services LLC |
2099 |
- |
2024-03-31 |
7,569 |
$257,000 |
-300 |
|
WELLS FARGO & CO/MN |
3861 |
- |
2024-03-31 |
6,645 |
$225,000 |
-739 |
|
EQIS CAPITAL MANAGEMENT, INC. |
747 |
- |
2024-03-31 |
5,917 |
$201,000 |
-502 |
|
UBS Group AG |
4786 |
- |
2024-03-31 |
5,023 |
$170,000 |
-1,065 |
|
Advisor Group Holdings Inc. |
5194 |
- |
2024-03-31 |
683 |
$23,000 |
-161 |
|
ROYAL BANK OF CANADA |
5392 |
- |
2024-03-31 |
435 |
$15,000 |
-8,705 |
|
J P MORGAN CHASE & CO |
6048 |
- |
2024-03-31 |
5 |
$0 |
-5 |
|
|
10 Records found
|
1
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