|
Institutional
Holders
Total
Institutions:
|
78 6 |
|
Total
shares held :
|
27,931,441 |
|
% of shares
held :
|
31.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
33 |
|
Amount
of shares held :
|
857,168 |
|
% of shares
held change :
|
0.95% |
|
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 |
KARPUS MANAGEMENT INC |
17 |
- |
2024-03-31 |
4,177,887 |
$49,090,000 |
349,731 |
|
MORGAN STANLEY |
1929 |
- |
2024-03-31 |
3,477,859 |
$40,865,000 |
354,711 |
|
UBS Group AG |
1370 |
- |
2024-03-31 |
1,247,725 |
$14,661,000 |
47,910 |
|
1607 CAPITAL PARTNERS, LLC |
28 |
- |
2024-03-31 |
1,148,413 |
$13,494,000 |
66,444 |
|
WELLS FARGO & CO/MN |
1384 |
- |
2024-03-31 |
1,084,579 |
$12,744,000 |
59,097 |
|
ROYAL BANK OF CANADA |
1644 |
- |
2024-03-31 |
668,652 |
$7,856,000 |
17,505 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1068 |
- |
2024-03-31 |
473,639 |
$5,565,000 |
65,373 |
|
THOMAS J. HERZFELD ADVISORS, INC. |
19 |
- |
2024-03-31 |
292,663 |
$3,439,000 |
17,166 |
|
Alpine Partners VI LLC |
47 |
- |
2024-03-31 |
150,000 |
$1,763,000 |
18,560 |
|
Beverly Hills Private Wealth LLC |
66 |
- |
2024-03-31 |
144,989 |
$1,704,000 |
64,106 |
|
STIFEL FINANCIAL CORP |
1921 |
- |
2024-03-31 |
128,488 |
$1,510,000 |
7,822 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
64 |
- |
2024-03-31 |
105,114 |
$1,235,000 |
22,920 |
|
PNC FINANCIAL SERVICES GROUP INC |
1078 |
- |
2024-03-31 |
103,330 |
$1,214,000 |
9,090 |
|
Cornerstone Wealth Management LLC |
182 |
- |
2024-03-31 |
99,604 |
$1,170,000 |
6,991 |
|
Oakmont Partners LLC |
368 |
- |
2024-03-31 |
85,704 |
$1,007,000 |
12,954 |
|
SHAKER FINANCIAL SERVICES, LLC |
82 |
- |
2024-03-31 |
83,526 |
$981,000 |
9,277 |
|
RAYMOND JAMES & ASSOCIATES |
2661 |
- |
2024-03-31 |
73,930 |
$869,000 |
17,237 |
|
LPL FINANCIAL CORP |
3325 |
- |
2024-03-31 |
68,126 |
$800,000 |
2,304 |
|
OPPENHEIMER & CO INC |
877 |
- |
2024-03-31 |
60,178 |
$707,000 |
144 |
|
Claro Advisors LLC |
198 |
- |
2024-03-31 |
54,383 |
$639,000 |
2,559 |
|
SkyView Investment Advisors LLC |
150 |
- |
2024-03-31 |
50,000 |
$588,000 |
50,000 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1555 |
- |
2024-03-31 |
43,741 |
$514,000 |
24,248 |
|
Concorde Asset Management LLC |
98 |
- |
2024-03-31 |
24,650 |
$290,000 |
14,150 |
|
Advisor Group Holdings Inc. |
3441 |
- |
2024-03-31 |
22,158 |
$260,000 |
9,568 |
|
Goss Wealth Management LLC |
1722 |
- |
2024-03-31 |
20,931 |
$246,000 |
7,515 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3465 |
- |
2024-03-31 |
19,682 |
$231,000 |
2,393 |
|
COMERICA BANK |
2343 |
- |
2024-03-31 |
15,057 |
$177,000 |
3,132 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
382 |
- |
2024-03-31 |
13,167 |
$155,000 |
1,407 |
|
Newbridge Financial Services Group Inc. |
234 |
- |
2024-03-31 |
12,859 |
$151,000 |
662 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1663 |
- |
2023-09-30 |
13,213 |
$138,000 |
264 |
|
IEQ CAPITAL LLC |
916 |
- |
2024-03-31 |
10,563 |
$124,000 |
269 |
|
Steward Partners Investment Advisory LLC |
2000 |
- |
2024-03-31 |
5,200 |
$61,000 |
2,600 |
|
|
32 Records found
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1
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