|
Institutional
Holders
Total
Institutions:
|
41 11 |
|
Total
shares held :
|
3,705,236 |
|
% of shares
held :
|
19.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
-3,786,960 |
|
% of shares
held change :
|
-20.2% |
|
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 |
WELLS FARGO & CO/MN |
1728 |
- |
2024-03-31 |
613,663 |
$7,438,000 |
-1,853 |
|
CLS INVESTMENT FIRM LLC |
454 |
- |
2022-12-31 |
139,676 |
$2,137,000 |
-9,153 |
|
Soltis Investment Advisors LLC |
124 |
- |
2024-03-31 |
153,784 |
$1,864,000 |
-6,183 |
|
WEALTHSOURCE PARTNERS LLC |
213 |
- |
2023-12-31 |
71,577 |
$917,000 |
-17,665 |
|
Toroso Investments LLC |
1110 |
- |
2024-03-31 |
46,488 |
$563,000 |
-2,750 |
|
CITADEL ADVISORS LLC |
4026 |
- |
2024-03-31 |
30,396 |
$368,000 |
-4,641 |
|
Advisor Group Holdings Inc. |
3642 |
- |
2024-03-31 |
16,612 |
$201,000 |
-3,373 |
|
Advisor Resource Council |
214 |
- |
2024-03-31 |
13,113 |
$168,000 |
-58,431 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3051 |
- |
2024-03-31 |
13,557 |
$164,000 |
-4,963 |
|
Gladstone Institutional Advisory LLC |
614 |
- |
2024-03-31 |
13,480 |
$163,000 |
-2,949 |
|
Southland Equity Partners LLC |
214 |
- |
2024-03-31 |
10,921 |
$132,000 |
-16,835 |
|
MORGAN STANLEY |
6084 |
- |
2024-03-31 |
3,174 |
$38,000 |
-2,192 |
|
Parallel Advisors LLC |
2288 |
- |
2024-03-31 |
790 |
$10,000 |
-537 |
|
Goss Wealth Management LLC |
2916 |
- |
2024-03-31 |
724 |
$9,000 |
-888 |
|
ICA Group Wealth Management LLC |
898 |
- |
2024-03-31 |
783 |
$9,000 |
-390 |
|
UBS Group AG |
6941 |
- |
2024-03-31 |
49 |
$1,000 |
-1,093 |
|
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16 Records found
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1
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Page 1 of 1 |
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