| |
Institutional
Holders
Total
Institutions:
 |
41  5 |
|
|
Total
shares held :
|
11,300,253 |
|
|
% of shares
held :
|
0% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
|
Amount
of shares held :
|
511,645 |
|
|
% of shares
held change :
|
0% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
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 |
1508 |
- |
2024-03-31 |
3,337,680 |
$65,452,000 |
-83,515 |
|
| BANK OF AMERICA CORP /DE/ |
1166 |
- |
2024-03-31 |
3,160,824 |
$61,984,000 |
843,384 |
|
| UBS Group AG |
753 |
- |
2024-03-31 |
2,528,294 |
$49,580,000 |
-67,301 |
|
| ROYAL BANK OF CANADA |
1406 |
- |
2024-03-31 |
595,916 |
$11,686,000 |
-127,402 |
|
| SIT INVESTMENT ASSOCIATES INC |
193 |
- |
2024-03-31 |
301,948 |
$5,921,000 |
-290,441 |
|
| AMUNDI |
974 |
- |
2024-03-31 |
213,015 |
$3,911,000 |
0 |
|
| STIFEL FINANCIAL CORP |
1621 |
- |
2024-03-31 |
116,406 |
$2,283,000 |
-13,327 |
|
| HPM Partners LLC |
950 |
- |
2024-03-31 |
106,043 |
$2,080,000 |
3,543 |
|
| Relative Value Partners Group LLC |
121 |
- |
2024-03-31 |
85,203 |
$1,592,000 |
-1,933 |
|
| OPPENHEIMER & CO INC |
689 |
- |
2024-03-31 |
58,671 |
$1,151,000 |
12,607 |
|
| WEDBUSH MORGAN SECURITIES INC |
334 |
- |
2024-03-31 |
58,635 |
$1,150,000 |
-4,325 |
|
| CI Private Wealth LLC |
1300 |
*New |
2024-03-31 |
52,393 |
$1,013,000 |
52,393 |
|
| LexAurum Advisors LLC |
97 |
- |
2024-03-31 |
46,308 |
$908,000 |
-26,734 |
|
| SHAKER FINANCIAL SERVICES, LLC |
91 |
*New |
2024-03-31 |
38,322 |
$751,000 |
38,322 |
|
| Lido Advisors LLC |
698 |
- |
2024-03-31 |
34,384 |
$674,000 |
0 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2355 |
- |
2024-03-31 |
31,075 |
$609,000 |
-300 |
|
| Claybrook Capital LLC |
80 |
- |
2023-09-30 |
34,384 |
$601,000 |
0 |
|
| Rockefeller Capital Management L.P. |
1408 |
- |
2024-03-31 |
30,589 |
$600,000 |
-27,681 |
|
| INVESCO LTD |
3169 |
- |
2024-03-31 |
28,388 |
$557,000 |
-18,551 |
|
| LPL FINANCIAL CORP |
3793 |
- |
2024-03-31 |
23,236 |
$456,000 |
-17,762 |
|
| Atria Wealth Solutions Inc. |
1305 |
- |
2024-03-31 |
23,075 |
$453,000 |
-800 |
|
| COMERICA BANK |
1978 |
- |
2024-03-31 |
20,646 |
$405,000 |
3,828 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2587 |
- |
2024-03-31 |
17,385 |
$341,000 |
-1,731 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3119 |
- |
2024-03-31 |
17,298 |
$339,000 |
-1,943 |
|
| GUGGENHEIM CAPITAL LLC |
1617 |
- |
2024-03-31 |
17,219 |
$338,000 |
94 |
|
| Pettinga Financial Advisors LLC |
94 |
- |
2024-03-31 |
16,850 |
$330,000 |
-79,780 |
|
| RAYMOND JAMES & ASSOCIATES |
3389 |
- |
2024-03-31 |
13,636 |
$267,000 |
-550 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3782 |
- |
2024-03-31 |
12,902 |
$253,000 |
2,594 |
|
| Cetera Investment Advisers |
3261 |
*New |
2024-03-31 |
11,284 |
$221,000 |
11,284 |
|
| Equitable Holdings Inc. |
1064 |
*New |
2024-03-31 |
11,122 |
$218,000 |
11,122 |
|
| MODERA WEALTH MANAGEMENT, LLC |
538 |
- |
2024-03-31 |
10,878 |
$213,000 |
123 |
|
| FINANCIAL NETWORK |
2537 |
*New |
2024-03-31 |
10,735 |
$211,000 |
10,735 |
|
| MILLENNIUM MANAGEMENT LLC |
3526 |
*New |
2024-03-31 |
10,732 |
$210,000 |
10,732 |
|
| Register Financial Advisors LLC |
189 |
*New |
2024-03-31 |
8,467 |
$166,000 |
8,467 |
|
| Activest Wealth Management |
69 |
- |
2024-03-31 |
7,347 |
$144,000 |
7,347 |
|
| Advisor Group Holdings Inc. |
4149 |
- |
2024-03-31 |
5,504 |
$108,000 |
-204 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1904 |
- |
2024-03-31 |
3,780 |
$74,000 |
538 |
|
| WELLS FARGO & CO/MN |
4679 |
*New |
2024-03-31 |
2,500 |
$49,000 |
2,500 |
|
| Lindbrook Capital LLC |
889 |
- |
2024-03-31 |
2,000 |
$39,000 |
0 |
|
| NBC SECURITIES INC. |
1470 |
- |
2024-03-31 |
1,000 |
$19,000 |
0 |
|
| Princeton Global Asset Management LLC |
402 |
- |
2024-03-31 |
700 |
$14,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2299 |
*New |
2024-03-31 |
525 |
$10,000 |
525 |
|
| PROEQUITIES INC. |
2375 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
719 |
*Closed |
2024-03-31 |
0 |
$0 |
-50,707 |
|
| BDO Wealth Advisors LLC |
1044 |
*Closed |
2023-06-30 |
0 |
$0 |
-879 |
|
| WEISS CAPITAL LLC |
319 |
*Closed |
2024-03-31 |
0 |
$0 |
-27,669 |
|
| Quadrature Capital LTD |
1386 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,080 |
|
| VIMA LLC |
407 |
*Closed |
2024-03-31 |
0 |
$0 |
-582 |
|
| HANSON MCCLAIN, INC. |
3640 |
*Closed |
2024-03-31 |
0 |
$0 |
-600 |
|
| US BANCORP |
4004 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,000 |
|
| Penserra Capital Management LLC |
1360 |
*Closed |
2024-03-31 |
0 |
$0 |
-377,598 |
|
| ELEQUIN CAPITAL LP |
271 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,560 |
|
| WOLVERINE ASSET MANAGEMENT LLC |
1191 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,981 |
|
|
53 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
