|
Institutional
Holders
Total
Institutions:
|
65 6 |
|
Total
shares held :
|
4,714,236 |
|
% of shares
held :
|
36.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
1,394,576 |
|
% of shares
held change :
|
10.77% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.76 |
|
Last
Quarter's Ending
Price :
|
$11.69 |
|
Last
Quarter's Average
Price :
|
$11.32 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.05 (0.44%) |
|
|
|
|
|
|
|
|
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/ |
2580 |
- |
2024-03-31 |
732,305 |
$8,561,000 |
-710,190 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
813 |
- |
2024-03-31 |
379,624 |
$4,438,000 |
-635,290 |
|
MORGAN STANLEY |
3927 |
- |
2024-03-31 |
369,470 |
$4,319,000 |
-120,682 |
|
H&H Retirement Design & Management INC |
38 |
- |
2024-03-31 |
81,282 |
$874,000 |
-7,200 |
|
Lionsbridge Wealth Management LLC |
44 |
- |
2024-03-31 |
69,452 |
$812,000 |
-1,635 |
|
ROYAL BANK OF CANADA |
3435 |
- |
2024-03-31 |
44,357 |
$519,000 |
-7,009 |
|
UBS Group AG |
4286 |
- |
2024-03-31 |
31,601 |
$369,000 |
-1,790 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
292 |
- |
2024-03-31 |
25,155 |
$294,000 |
-3,576 |
|
GOLDMAN SACHS GROUP INC/ |
4138 |
- |
2024-03-31 |
24,121 |
$282,000 |
-15,390 |
|
Advisor Group Holdings Inc. |
3401 |
- |
2024-03-31 |
23,149 |
$271,000 |
-2,702 |
|
Consolidated Portfolio Review Corp |
234 |
- |
2024-03-31 |
20,465 |
$239,000 |
-5,033 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
689 |
- |
2024-03-31 |
16,700 |
$188,000 |
-5,025 |
|
Adams Wealth Management |
100 |
- |
2024-03-31 |
13,883 |
$162,000 |
-1,008 |
|
TCG Advisory Services LLC |
435 |
- |
2024-03-31 |
10,418 |
$122,000 |
-1,945 |
|
First Capital Advisors Group LLC. |
265 |
- |
2023-06-30 |
5,289 |
$64,000 |
-430 |
|
CITADEL ADVISORS LLC |
5691 |
- |
2024-03-31 |
127 |
$1,000 |
-24,317 |
|
J P MORGAN CHASE & CO |
5358 |
- |
2024-03-31 |
74 |
$1,000 |
-11,797 |
|
WELLS FARGO & CO/MN |
6113 |
- |
2024-03-31 |
0 |
$0 |
-1 |
|
|
18 Records found
|
1
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