|
Institutional
Holders
Total
Institutions:
|
36 1 |
|
Total
shares held :
|
3,511,590 |
|
% of shares
held :
|
29.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
247,902 |
|
% of shares
held change :
|
2.07% |
|
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 |
GLOVISTA INVESTMENTS LLC |
2 |
- |
2023-12-31 |
1,321,454 |
$21,194,000 |
-7,536 |
|
OLD MISSION CAPITAL LLC |
384 |
- |
2024-03-31 |
63,898 |
$1,008,000 |
-129,056 |
|
Change Path LLC |
440 |
- |
2024-03-31 |
48,428 |
$764,000 |
-10,623 |
|
Kovitz Investment Group Partners LLC |
451 |
- |
2024-03-31 |
44,773 |
$707,000 |
-3,412 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
226 |
- |
2024-03-31 |
33,194 |
$519,000 |
-33,494 |
|
BFT FINANCIAL GROUP LLC |
279 |
- |
2023-06-30 |
11,549 |
$203,000 |
-674 |
|
ENVESTNET ASSET MANAGEMENT INC |
3937 |
- |
2024-03-31 |
10,994 |
$173,000 |
-2,628 |
|
UBS Group AG |
4928 |
- |
2024-03-31 |
8,157 |
$129,000 |
-2,569 |
|
GeoWealth Management LLC |
760 |
- |
2024-03-31 |
6,837 |
$108,000 |
-1,698 |
|
MORGAN STANLEY |
5782 |
- |
2024-03-31 |
6,193 |
$98,000 |
-90,857 |
|
ATLAS CAPITAL ADVISORS LLC |
649 |
- |
2024-03-31 |
811 |
$13,000 |
-1,471 |
|
Advisor Group Holdings Inc. |
5564 |
- |
2024-03-31 |
714 |
$11,000 |
-25 |
|
|
12 Records found
|
1
|
Page 1 of 1 |
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