|
Institutional
Holders
Total
Institutions:
|
45 2 |
|
Total
shares held :
|
3,891,979 |
|
% of shares
held :
|
23.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-646,705 |
|
% of shares
held change :
|
-3.91% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$9.09 |
|
Last
Quarter's Ending
Price :
|
$9.46 |
|
Last
Quarter's Average
Price :
|
$9.37 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.16 (1.76%) |
|
|
|
|
|
|
|
|
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/ |
3577 |
- |
2024-03-31 |
223,834 |
$2,117,000 |
-131,010 |
|
MORGAN STANLEY |
4523 |
- |
2024-03-31 |
188,054 |
$1,779,000 |
-1,096 |
|
UBS Group AG |
3135 |
- |
2024-03-31 |
171,387 |
$1,621,000 |
-6,595 |
|
ROYAL BANK OF CANADA |
3424 |
- |
2024-03-31 |
55,779 |
$527,000 |
-52,053 |
|
Advisor Group Holdings Inc. |
2963 |
- |
2024-03-31 |
49,865 |
$472,000 |
-7,728 |
|
Goss Wealth Management LLC |
1397 |
- |
2024-03-31 |
47,038 |
$445,000 |
-4,977 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2628 |
- |
2024-03-31 |
33,990 |
$322,000 |
-47 |
|
AE Wealth Management LLC |
986 |
- |
2024-03-31 |
28,406 |
$269,000 |
-2,926 |
|
ADVISORY SERVICES NETWORK, LLC |
1360 |
- |
2024-03-31 |
18,671 |
$177,000 |
-97,477 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3730 |
- |
2024-03-31 |
11,475 |
$109,000 |
-2,256 |
|
HARBOUR INVESTMENTS INC. |
2064 |
- |
2023-12-31 |
1,331 |
$12,000 |
-601 |
|
Fortis Group Advisors LLC |
376 |
- |
2024-03-31 |
500 |
$5,000 |
-500 |
|
Creekmur Asset Management LLC |
626 |
- |
2024-03-31 |
355 |
$3,000 |
-111 |
|
GRADIENT INVESTMENTS LLC |
818 |
- |
2024-03-31 |
178 |
$2,000 |
-3,475 |
|
|
14 Records found
|
1
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Page 1 of 1 |
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