|
Institutional
Holders
Total
Institutions:
|
267 15 |
|
Total
shares held :
|
53,766,248 |
|
% of shares
held :
|
59.74% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
69 |
|
Amount
of shares held :
|
2,163,663 |
|
% of shares
held change :
|
2.4% |
|
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 |
NOMURA ASSET MANAGEMENT CO LTD |
34 |
- |
2024-03-31 |
4,819,023 |
$150,113,000 |
-2,594 |
|
CREATIVE PLANNING |
111 |
- |
2024-03-31 |
2,024,142 |
$63,052,000 |
-104,094 |
|
J P MORGAN CHASE & CO |
1252 |
- |
2024-03-31 |
1,359,412 |
$42,346,000 |
-102,487 |
|
HIGHTOWER ADVISORS, LLC |
368 |
- |
2024-03-31 |
961,209 |
$29,924,000 |
-7,779 |
|
Amplius Wealth Advisors LLC |
11 |
- |
2024-03-31 |
909,711 |
$28,337,000 |
-272,970 |
|
AMERIPRISE FINANCIAL INC |
1214 |
- |
2024-03-31 |
740,351 |
$23,056,000 |
-21,998 |
|
Callodine Capital Management LP |
9 |
- |
2024-03-31 |
570,000 |
$17,756,000 |
-73,503 |
|
Global Strategic Investment Solutions LLC |
16 |
- |
2024-03-31 |
498,508 |
$15,529,000 |
-16,722 |
|
SHIKIAR ASSET MANAGEMENT INC |
8 |
- |
2024-03-31 |
481,365 |
$14,995,000 |
-61,445 |
|
MILLENNIUM MANAGEMENT LLC |
1227 |
- |
2024-03-31 |
430,700 |
$13,416,000 |
-465,980 |
|
MCKINLEY CAPITAL MANAGEMENT INC /AK |
16 |
- |
2024-03-31 |
345,647 |
$10,767,000 |
-7,306 |
|
SUMITOMO MITSUI TRUST HOLDINGS, INC. |
763 |
- |
2024-03-31 |
333,579 |
$10,391,000 |
-35,652 |
|
Qube Research & Technologies Ltd |
719 |
- |
2024-03-31 |
324,947 |
$10,122,000 |
-51,935 |
|
GRIES FINANCIAL LLC |
11 |
- |
2024-03-31 |
308,939 |
$9,623,000 |
-72,794 |
|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC |
85 |
- |
2024-03-31 |
282,629 |
$8,804,000 |
-8,079 |
|
LGT CAPITAL PARTNERS LTD. |
44 |
- |
2024-03-31 |
280,500 |
$8,738,000 |
-195,500 |
|
Advisor Group Holdings Inc. |
780 |
- |
2024-03-31 |
260,262 |
$8,109,000 |
-150,549 |
|
Quadrant Private Wealth Management LLC |
9 |
- |
2024-03-31 |
250,859 |
$8,007,000 |
-51,762 |
|
Americana Partners LLC |
42 |
- |
2024-03-31 |
237,653 |
$7,403,000 |
-4,166 |
|
BECK CAPITAL MANAGEMENT LLC |
7 |
- |
2024-03-31 |
235,804 |
$7,345,000 |
-865 |
|
MARINER WEALTH ADVISORS, LLC |
619 |
- |
2024-03-31 |
223,527 |
$6,963,000 |
-86,489 |
|
Resolute Wealth Strategies LLC |
5 |
- |
2024-03-31 |
221,932 |
$6,913,000 |
-11,900 |
|
Tranquility Partners LLC |
4 |
- |
2024-03-31 |
213,741 |
$6,658,000 |
-109,364 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
116 |
- |
2024-03-31 |
188,309 |
$5,866,000 |
-480 |
|
Cliffwater LLC |
17 |
- |
2024-03-31 |
153,945 |
$4,795,000 |
-135,134 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
148 |
- |
2024-03-31 |
138,290 |
$4,440,000 |
-42,410 |
|
Lakeview Capital Partners LLC |
31 |
- |
2024-03-31 |
133,879 |
$4,170,000 |
-6,779 |
|
BDO Wealth Advisors LLC |
53 |
- |
2023-06-30 |
133,882 |
$3,663,000 |
-486 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1309 |
- |
2024-03-31 |
117,154 |
$3,649,000 |
-41,100 |
|
MGO Private Wealth LLC |
14 |
- |
2024-03-31 |
111,351 |
$3,469,000 |
-2,386 |
|
BARD ASSOCIATES INC |
25 |
- |
2024-03-31 |
98,159 |
$3,130,000 |
-775 |
|
CFO4Life Group LLC |
32 |
- |
2024-03-31 |
98,276 |
$3,061,000 |
-6,723 |
|
KARPAS STRATEGIES LLC |
29 |
- |
2024-03-31 |
97,446 |
$3,035,000 |
-11,492 |
|
HTLF Bank |
60 |
- |
2024-03-31 |
95,879 |
$2,987,000 |
-2,409 |
|
DUBUQUE BANK & TRUST CO |
61 |
- |
2023-09-30 |
101,933 |
$2,789,000 |
-3,896 |
|
Bramshill Investments LLC |
16 |
- |
2024-03-31 |
75,628 |
$2,356,000 |
-37,763 |
|
HRT FINANCIAL LLC |
621 |
- |
2024-03-31 |
54,308 |
$1,691,000 |
-75,251 |
|
Integrated Wealth Concepts LLC |
572 |
- |
2024-03-31 |
53,116 |
$1,655,000 |
-22,088 |
|
Sowell Financial Services LLC |
264 |
- |
2024-03-31 |
51,410 |
$1,641,000 |
-15,894 |
|
TWO SIGMA INVESTMENTS LLC |
1543 |
- |
2024-03-31 |
51,066 |
$1,591,000 |
-65,231 |
|
Jump Financial LLC |
566 |
- |
2024-03-31 |
49,209 |
$1,533,000 |
-25,479 |
|
Taylor & Morgan Wealth Management LLC |
18 |
- |
2024-03-31 |
47,396 |
$1,476,000 |
-1,575 |
|
DELPHI MANAGEMENT INC /MA/ |
|
- |
2023-09-30 |
49,296 |
$1,349,000 |
-489 |
|
MML INVESTORS SERVICES LLC |
1321 |
- |
2024-03-31 |
37,481 |
$1,168,000 |
-11,575 |
|
Y-Intercept (Hong Kong) Ltd |
354 |
- |
2024-03-31 |
35,203 |
$1,097,000 |
-75,797 |
|
Cresset Asset Management LLC |
981 |
- |
2024-03-31 |
30,615 |
$974,000 |
-4,149 |
|
CHESAPEAKE CAPITAL CORP /IL/ |
42 |
- |
2024-03-31 |
29,568 |
$921,000 |
-9,227 |
|
MADISON WEALTH MANAGEMENT |
97 |
- |
2023-09-30 |
32,225 |
$882,000 |
-60 |
|
Triumph Capital Management |
68 |
- |
2024-03-31 |
27,970 |
$861,000 |
-4,894 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2368 |
- |
2024-03-31 |
26,452 |
$824,000 |
-6,709 |
|
Greenland Capital Management LP |
131 |
- |
2024-03-31 |
25,920 |
$807,000 |
-69,080 |
|
WELLINGTON SHIELDS & CO., LLC |
104 |
- |
2024-03-31 |
22,174 |
$691,000 |
-600 |
|
CHILTON INVESTMENT CO LLC |
121 |
- |
2024-03-31 |
21,696 |
$676,000 |
-58,270 |
|
Quadrature Capital LTD |
623 |
- |
2024-03-31 |
20,439 |
$636,000 |
-44,975 |
|
Investment Partners Asset Management Inc. |
63 |
- |
2024-03-31 |
17,913 |
$558,000 |
-79 |
|
FORA Capital LLC |
320 |
- |
2024-03-31 |
16,718 |
$521,000 |
-6,735 |
|
BI Asset Management Fondsmaeglerselskab A/S |
541 |
- |
2024-03-31 |
15,011 |
$468,000 |
-23,263 |
|
BANK OF MONTREAL /CAN/ |
2112 |
- |
2024-03-31 |
14,909 |
$464,000 |
-285 |
|
RPg Family Wealth Advisory LLC |
83 |
- |
2024-03-31 |
13,660 |
$436,000 |
-2,319 |
|
Monument Capital Management |
128 |
- |
2024-03-31 |
13,363 |
$416,000 |
-556 |
|
JANE STREET GROUP LLC |
4103 |
- |
2024-03-31 |
12,800 |
$399,000 |
-122 |
|
RSM US WEALTH MANAGEMENT LLC |
520 |
- |
2024-03-31 |
9,978 |
$311,000 |
-16,077 |
|
Mutual Advisors LLC |
943 |
- |
2024-03-31 |
7,861 |
$245,000 |
-785 |
|
GOLDMAN SACHS GROUP INC/ |
4188 |
- |
2024-03-31 |
7,626 |
$238,000 |
-200 |
|
ADVISORY SERVICES NETWORK, LLC |
1257 |
- |
2024-03-31 |
7,571 |
$236,000 |
-927 |
|
BP WEALTH MANAGEMENT LLC |
705 |
- |
2024-03-31 |
7,459 |
$232,000 |
-2,984 |
|
PROEQUITIES INC. |
724 |
- |
2024-03-31 |
5,384 |
$172,000 |
-50 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
451 |
- |
2024-03-31 |
4,996 |
$156,000 |
-1,012 |
|
DEUTSCHE BANK AG |
2882 |
- |
2024-03-31 |
4,876 |
$152,000 |
-2,589 |
|
Creekmur Asset Management LLC |
145 |
- |
2024-03-31 |
4,275 |
$133,000 |
-4,393 |
|
HM PAYSON & CO |
474 |
- |
2023-12-31 |
4,150 |
$115,000 |
-2,500 |
|
CWM LLC |
1926 |
- |
2024-03-31 |
2,899 |
$90,000 |
-301 |
|
Sutton Wealth Advisors Inc. |
219 |
- |
2023-09-30 |
1,995 |
$55,000 |
-841 |
|
EntryPoint Capital LLC |
808 |
- |
2024-03-31 |
1,451 |
$45,000 |
-462 |
|
AXS Investments LLC |
281 |
- |
2024-03-31 |
1,000 |
$31,000 |
-9,000 |
|
Hexagon Capital Partners LLC |
911 |
- |
2024-03-31 |
257 |
$8,000 |
-108 |
|
Venturi Wealth Management LLC |
1348 |
- |
2024-03-31 |
38 |
$1,000 |
-44 |
|
|
77 Records found
|
1
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