|
Institutional
Holders
Total
Institutions:
|
53 4 |
|
Total
shares held :
|
2,112,383 |
|
% of shares
held :
|
13.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-16 |
|
Amount
of shares held :
|
-218,685 |
|
% of shares
held change :
|
-1.44% |
|
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 |
PNC FINANCIAL SERVICES GROUP INC |
433 |
- |
2024-03-31 |
754,761 |
$15,624,000 |
56,655 |
|
BANK OF AMERICA CORP /DE/ |
2546 |
- |
2024-03-31 |
433,019 |
$8,963,000 |
37,301 |
|
APPLETON PARTNERS INC/MA |
76 |
- |
2024-03-31 |
243,286 |
$5,036,000 |
19,250 |
|
JANE STREET GROUP LLC |
1618 |
- |
2024-03-31 |
168,200 |
$3,482,000 |
150,903 |
|
LPL FINANCIAL CORP |
2653 |
- |
2024-03-31 |
81,413 |
$1,685,000 |
32,452 |
|
Migdal Insurance & Financial Holdings Ltd. |
148 |
- |
2024-03-31 |
47,722 |
$988,000 |
1,076 |
|
Change Path LLC |
405 |
- |
2024-03-31 |
43,122 |
$893,000 |
43,122 |
|
COLONY GROUP, LLC |
680 |
- |
2024-03-31 |
30,469 |
$631,000 |
11,390 |
|
Cetera Investment Advisers |
2582 |
- |
2024-03-31 |
24,143 |
$500,000 |
24,143 |
|
Laidlaw Wealth Management LLC |
109 |
- |
2024-03-31 |
23,185 |
$480,000 |
4,159 |
|
ENVESTNET ASSET MANAGEMENT INC |
3483 |
- |
2024-03-31 |
21,590 |
$447,000 |
21,590 |
|
CITADEL ADVISORS LLC |
4033 |
- |
2024-03-31 |
17,637 |
$365,000 |
17,637 |
|
COLONY GROUP LLC |
605 |
- |
2023-09-30 |
19,384 |
$362,000 |
62 |
|
GTS SECURITIES LLC |
948 |
- |
2024-03-31 |
16,521 |
$342,000 |
16,521 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2854 |
- |
2024-03-31 |
13,731 |
$284,000 |
3,328 |
|
CWM LLC |
1421 |
- |
2024-03-31 |
11,386 |
$236,000 |
6 |
|
GeoWealth Management LLC |
729 |
- |
2024-03-31 |
7,176 |
$149,000 |
4,546 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
599 |
- |
2024-03-31 |
4,094 |
$85,000 |
284 |
|
MORGAN STANLEY |
6005 |
- |
2024-03-31 |
2,337 |
$48,000 |
8 |
|
COMERICA BANK |
2943 |
- |
2024-03-31 |
1,258 |
$26,000 |
6 |
|
Covestor Ltd |
1201 |
- |
2024-03-31 |
1,032 |
$21,000 |
693 |
|
FMR LLC |
3861 |
- |
2024-03-31 |
942 |
$19,000 |
479 |
|
FSA Wealth Management LLC |
319 |
- |
2024-03-31 |
544 |
$11,000 |
3 |
|
Aspire Private Capital LLC |
569 |
- |
2024-03-31 |
103 |
$2,000 |
35 |
|
Steward Financial Group LLC |
1463 |
- |
2023-09-30 |
40 |
$0 |
40 |
|
Tidemark LLC |
710 |
- |
2024-03-31 |
9 |
$0 |
3 |
|
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26 Records found
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1
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