|
Institutional
Holders
Total
Institutions:
|
62 0 |
|
Total
shares held :
|
4,700,392 |
|
% of shares
held :
|
27.35% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
403,867 |
|
% of shares
held change :
|
2.35% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.18 |
|
Last
Quarter's Ending
Price :
|
$11.86 |
|
Last
Quarter's Average
Price :
|
$10.77 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.05 (9.75%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RIVERNORTH CAPITAL MANAGEMENT, INC. |
41 |
- |
2024-03-31 |
1,023,666 |
$12,704,000 |
0 |
|
MORGAN STANLEY |
3634 |
- |
2024-03-31 |
517,843 |
$6,426,000 |
62,213 |
|
GUGGENHEIM CAPITAL LLC |
523 |
- |
2024-03-31 |
428,177 |
$5,314,000 |
-85,657 |
|
FIERA SCEPTRE INC. |
242 |
- |
2024-03-31 |
260,760 |
$3,236,000 |
-74,239 |
|
ROBINSON CAPITAL MANAGEMENT LLC |
29 |
- |
2024-03-31 |
262,334 |
$3,156,000 |
9,824 |
|
STIFEL FINANCIAL CORP |
1496 |
- |
2024-03-31 |
223,918 |
$2,779,000 |
12,367 |
|
LPL FINANCIAL CORP |
2548 |
- |
2024-03-31 |
150,688 |
$1,870,000 |
2,178 |
|
BANK OF AMERICA CORP /DE/ |
3687 |
- |
2024-03-31 |
139,237 |
$1,728,000 |
23,688 |
|
CNH PARTNERS LLC |
193 |
- |
2024-03-31 |
130,158 |
$1,615,000 |
-25,702 |
|
VAN ECK ASSOCIATES CORP |
947 |
- |
2024-03-31 |
104,088 |
$1,292,000 |
-20,232 |
|
INVESCO LTD |
2918 |
- |
2024-03-31 |
77,711 |
$964,000 |
-3,011 |
|
BB&T CORP |
1620 |
- |
2024-03-31 |
75,487 |
$937,000 |
0 |
|
Stratos Wealth Partners LTD. |
672 |
- |
2024-03-31 |
72,318 |
$897,000 |
-70 |
|
AMERIPRISE FINANCIAL INC |
3170 |
- |
2024-03-31 |
64,410 |
$818,000 |
-12,982 |
|
BANK OF NEW YORK MELLON CORP |
3245 |
- |
2024-03-31 |
64,128 |
$796,000 |
372 |
|
MULTIFINANCIAL SECURITIES CORP |
1403 |
- |
2024-03-31 |
54,551 |
$677,000 |
2,562 |
|
PRIMORIS WEALTH ADVISORS LLC |
58 |
- |
2024-03-31 |
44,500 |
$552,000 |
6,000 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2422 |
- |
2024-03-31 |
44,298 |
$550,000 |
30 |
|
Advisor Group Holdings Inc. |
2922 |
- |
2024-03-31 |
40,193 |
$499,000 |
-2,696 |
|
COHEN & STEERS INC |
283 |
- |
2024-03-31 |
35,000 |
$434,000 |
-20,000 |
|
Carmichael Hill & Associates Inc. |
108 |
- |
2024-03-31 |
29,779 |
$370,000 |
795 |
|
Compass Financial Group INC/SD |
61 |
- |
2024-03-31 |
29,502 |
$366,000 |
214 |
|
180 WEALTH ADVISORS LLC |
264 |
- |
2024-03-31 |
28,270 |
$351,000 |
0 |
|
WELLS FARGO & CO/MN |
3634 |
- |
2024-03-31 |
26,737 |
$332,000 |
6,740 |
|
RAYMOND JAMES & ASSOCIATES |
3279 |
- |
2024-03-31 |
26,509 |
$329,000 |
8,724 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2627 |
- |
2024-03-31 |
25,987 |
$322,000 |
0 |
|
UBS Group AG |
4399 |
- |
2024-03-31 |
24,915 |
$309,000 |
2,260 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1403 |
- |
2024-03-31 |
23,869 |
$296,000 |
0 |
|
TRAPHAGEN INVESTMENT ADVISORS LLC |
140 |
- |
2024-03-31 |
22,115 |
$274,000 |
0 |
|
ROYAL BANK OF CANADA |
3928 |
- |
2024-03-31 |
20,902 |
$259,000 |
-84,600 |
|
NINE MASTS CAPITAL Ltd |
53 |
*New |
2024-03-31 |
19,872 |
$247,000 |
19,872 |
|
MELFA WEALTH MANAGEMENT LLC |
131 |
- |
2024-03-31 |
19,766 |
$245,000 |
-82 |
|
Rockefeller Capital Management L.P. |
1621 |
- |
2024-03-31 |
19,303 |
$240,000 |
184 |
|
CHIRON CAPITAL MANAGEMENT LLC |
98 |
- |
2024-03-31 |
19,000 |
$236,000 |
-2,425 |
|
Koshinski Asset Management Inc. |
499 |
- |
2024-03-31 |
18,895 |
$234,000 |
-14,460 |
|
BANK OF MONTREAL /CAN/ |
2552 |
- |
2024-03-31 |
17,753 |
$232,000 |
-5,469 |
|
Fortitude Advisory Group L.L.C. |
177 |
- |
2024-03-31 |
17,407 |
$216,000 |
1,661 |
|
Lido Advisors LLC |
1131 |
- |
2024-03-31 |
13,026 |
$162,000 |
0 |
|
CREATIVE PLANNING |
2604 |
- |
2024-03-31 |
12,799 |
$159,000 |
0 |
|
Capital Investment Advisors LLC |
595 |
- |
2024-03-31 |
12,050 |
$150,000 |
0 |
|
Seed Wealth Management Inc. |
147 |
- |
2024-03-31 |
12,000 |
$148,000 |
0 |
|
Moloney Securities Asset Management LLC |
415 |
- |
2024-03-31 |
11,654 |
$145,000 |
250 |
|
Goss Wealth Management LLC |
1924 |
- |
2024-03-31 |
11,600 |
$144,000 |
-750 |
|
DAVIDSON D A & CO |
1307 |
- |
2024-03-31 |
11,100 |
$138,000 |
0 |
|
Round Rock Advisors LLC |
185 |
- |
2024-03-31 |
10,900 |
$135,000 |
0 |
|
SANDY SPRING BANK |
474 |
- |
2024-03-31 |
7,300 |
$91,000 |
0 |
|
Geneos Wealth Management Inc. |
991 |
- |
2024-03-31 |
5,068 |
$63,000 |
0 |
|
CULLEN FROST BANKERS INC |
635 |
- |
2024-03-31 |
4,588 |
$57,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
513 |
- |
2024-03-31 |
3,400 |
$42,000 |
0 |
|
J P MORGAN CHASE & CO |
4782 |
- |
2024-03-31 |
2,951 |
$37,000 |
-5,254 |
|
COMERICA BANK |
2874 |
- |
2024-03-31 |
2,565 |
$32,000 |
18 |
|
CHILTON CAPITAL MANAGEMENT LLC |
409 |
- |
2024-03-31 |
1,835 |
$23,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
809 |
- |
2024-03-31 |
1,700 |
$21,000 |
0 |
|
BARTLETT & CO. LLC |
863 |
- |
2023-12-31 |
1,700 |
$20,000 |
0 |
|
HANSON MCCLAIN, INC. |
1859 |
- |
2024-03-31 |
1,375 |
$17,000 |
0 |
|
UMB BANK N A/MO |
1189 |
- |
2024-03-31 |
1,137 |
$14,000 |
-369 |
|
Spire Wealth Management |
1868 |
- |
2024-03-31 |
466 |
$6,000 |
0 |
|
Atlantic Trust Group LLC |
2588 |
*New |
2024-03-31 |
333 |
$4,000 |
333 |
|
FNY Investment Advisers LLC |
506 |
- |
2024-03-31 |
300 |
$3,000 |
300 |
|
TOWER RESEARCH CAPITAL LLC |
4849 |
*New |
2024-03-31 |
221 |
$3,000 |
221 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
2037 |
- |
2024-03-31 |
153 |
$2,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
3327 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,000 |
|
Ackerman Capital Advisors LLC |
101 |
*Closed |
2024-03-31 |
0 |
$0 |
-119,681 |
|
PROEQUITIES INC. |
4808 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
FMR LLC |
5146 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
771 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,182 |
|
Koss-Olinger Consulting LLC |
171 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,000 |
|
Beacon Pointe Advisors LLC |
1354 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,185 |
|
|
68 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|