|
Institutional
Holders
Total
Institutions:
|
20 4 |
|
Total
shares held :
|
2,149,833 |
|
% of shares
held :
|
86.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
841,692 |
|
% of shares
held change :
|
33.68% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Orion Portfolio Solutions LLC |
25 |
- |
2024-03-31 |
1,026,810 |
$52,514,000 |
-157,074 |
|
CLS INVESTMENT FIRM LLC |
16 |
- |
2022-12-31 |
1,080,190 |
$44,439,000 |
-19,747 |
|
Harbor Group Inc. |
5 |
- |
2024-03-31 |
617,604 |
$31,586,000 |
44,411 |
|
WEIL COMPANY INC |
3 |
- |
2024-03-31 |
225,226 |
$11,519,000 |
13,654 |
|
Kestra Advisory Services LLC |
692 |
- |
2024-03-31 |
60,891 |
$3,114,000 |
5,198 |
|
JANE STREET GROUP LLC |
1897 |
- |
2024-03-31 |
52,515 |
$2,686,000 |
-5,195 |
|
CITADEL ADVISORS LLC |
2322 |
- |
2024-03-31 |
42,967 |
$2,197,000 |
25,149 |
|
J P MORGAN CHASE & CO |
3272 |
*New |
2024-03-31 |
22,790 |
$1,166,000 |
22,790 |
|
BANK OF MONTREAL /CAN/ |
1803 |
*New |
2024-03-31 |
15,134 |
$778,000 |
15,134 |
|
Private Advisor Group LLC |
1367 |
*New |
2024-03-31 |
12,744 |
$652,000 |
12,744 |
|
Catalyst Wealth Management LLC |
92 |
- |
2023-03-31 |
7,204 |
$335,000 |
-1,024 |
|
SOL CAPITAL MANAGEMENT CO |
271 |
*New |
2024-03-31 |
5,085 |
$260,000 |
5,085 |
|
LPL FINANCIAL CORP |
4405 |
*New |
2024-03-31 |
3,933 |
$201,000 |
3,933 |
|
CWM LLC |
1613 |
- |
2024-03-31 |
3,090 |
$158,000 |
-153 |
|
Northwest Capital Management Inc |
158 |
- |
2024-03-31 |
2,575 |
$132,000 |
0 |
|
ROYAL BANK OF CANADA |
4650 |
- |
2024-03-31 |
1,778 |
$91,000 |
1,640 |
|
Advisor Group Holdings Inc. |
4428 |
- |
2024-03-31 |
1,433 |
$73,000 |
-388 |
|
MORGAN STANLEY |
6475 |
- |
2024-03-31 |
189 |
$10,000 |
0 |
|
MV Capital Management Inc. |
547 |
*New |
2024-03-31 |
148 |
$8,000 |
148 |
|
Versant Capital Management Inc |
1306 |
- |
2024-03-31 |
30 |
$2,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2737 |
- |
2023-12-31 |
35 |
$2,000 |
0 |
|
UBS Group AG |
7585 |
*Closed |
2024-03-31 |
0 |
$0 |
-35 |
|
PROEQUITIES INC. |
5738 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
OLD MISSION CAPITAL LLC |
1061 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,588 |
|
Gladstone Institutional Advisory LLC |
682 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,625 |
|
SUMMIT INVESTMENT ADVISORS INC |
3094 |
*Closed |
2024-03-31 |
0 |
$0 |
-90 |
|
FLOW TRADERS U.S. LLC |
1038 |
*Closed |
2024-03-31 |
0 |
$0 |
-21,143 |
|
Ameritas Advisory Services LLC |
913 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,451 |
|
|
28 Records found
|
1
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