|
Institutional
Holders
Total
Institutions:
|
34 5 |
|
Total
shares held :
|
9,377,669 |
|
% of shares
held :
|
10.42% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
1,723,740 |
|
% of shares
held change :
|
1.92% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.64 |
|
Last
Quarter's Ending
Price :
|
$26.53 |
|
Last
Quarter's Average
Price :
|
$24.63 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.67 (10.84%) |
|
|
|
|
|
|
|
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 |
UBS Group AG |
656 |
- |
2024-03-31 |
2,218,363 |
$62,114,000 |
86,583 |
|
WADDELL & ASSOCIATES LLC |
5 |
- |
2024-03-31 |
1,953,979 |
$54,711,000 |
-49,698 |
|
Socha Financial Group LLC |
2 |
- |
2024-03-31 |
1,910,318 |
$53,489,000 |
-5,089 |
|
WALLED LAKE PLANNING & WEALTH MANAGEMENT LLC |
1 |
- |
2024-03-31 |
851,103 |
$23,831,000 |
5,321 |
|
EVENSKY & KATZ INC |
18 |
- |
2024-03-31 |
606,677 |
$16,987,000 |
-9,891 |
|
Santori & Peters Inc. |
5 |
- |
2024-03-31 |
285,807 |
$8,003,000 |
-1,625 |
|
Clear Point Advisors Inc. |
2 |
- |
2024-03-31 |
264,850 |
$7,416,000 |
-2,815 |
|
Csenge Advisory Group |
57 |
- |
2024-03-31 |
211,928 |
$5,934,000 |
17,441 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
870 |
- |
2024-03-31 |
142,735 |
$3,997,000 |
-391,307 |
|
HF Advisory Group LLC |
9 |
- |
2024-03-31 |
96,828 |
$2,711,000 |
695 |
|
Capital Investment Advisors LLC |
165 |
- |
2024-03-31 |
94,132 |
$2,636,000 |
22,613 |
|
BANK OF MONTREAL /CAN/ |
1270 |
- |
2024-03-31 |
90,785 |
$2,544,000 |
13,364 |
|
Carnick & Kubik Group LLC |
88 |
- |
2024-03-31 |
86,165 |
$2,413,000 |
-48,587 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
89 |
- |
2024-03-31 |
81,199 |
$2,253,000 |
-200 |
|
CITADEL ADVISORS LLC |
2438 |
*New |
2024-03-31 |
68,605 |
$1,921,000 |
68,605 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
346 |
- |
2024-03-31 |
57,752 |
$1,615,000 |
-76,310 |
|
SOUTHEAST ASSET ADVISORS INC. |
89 |
- |
2024-03-31 |
33,597 |
$941,000 |
0 |
|
Arete Wealth Advisors LLC |
243 |
- |
2024-03-31 |
27,743 |
$777,000 |
-2,127 |
|
AVAII WEALTH MANAGEMENT LLC |
48 |
- |
2024-03-31 |
21,850 |
$612,000 |
1,380 |
|
DANA INVESTMENT ADVISORS INC |
423 |
- |
2024-03-31 |
21,020 |
$589,000 |
-528 |
|
INTL FCSTONE INC. |
205 |
- |
2024-03-31 |
20,433 |
$572,000 |
-31,188 |
|
ENVESTNET ASSET MANAGEMENT INC |
3583 |
- |
2024-03-31 |
13,129 |
$368,000 |
-15,419 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
382 |
- |
2024-03-31 |
12,499 |
$350,000 |
1,582 |
|
KINGSWOOD WEALTH ADVISORS LLC |
434 |
- |
2024-03-31 |
12,400 |
$347,000 |
3,100 |
|
Golden State Equity Partners |
257 |
- |
2023-12-31 |
12,588 |
$334,000 |
-46 |
|
COMERICA BANK |
2137 |
- |
2024-03-31 |
10,169 |
$285,000 |
865 |
|
CIBC WORLD MARKETS INC. |
1069 |
- |
2024-03-31 |
9,674 |
$271,000 |
811 |
|
REGAL INVESTMENT ADVISORS, LLC |
479 |
- |
2024-03-31 |
9,609 |
$269,000 |
-49 |
|
Capital Analysts Inc. |
554 |
- |
2024-03-31 |
3,486 |
$98,000 |
0 |
|
TD CAPITAL MANAGEMENT LLC |
172 |
- |
2024-03-31 |
2,085 |
$58,000 |
0 |
|
Advisor Group Holdings Inc. |
5450 |
- |
2024-03-31 |
511 |
$14,000 |
296 |
|
UMB BANK N A/MO |
1197 |
- |
2024-03-31 |
500 |
$14,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2105 |
- |
2023-12-31 |
400 |
$11,000 |
0 |
|
PROEQUITIES INC. |
3967 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
BANK OF AMERICA CORP /DE/ |
6419 |
*Closed |
2024-03-31 |
0 |
$0 |
-236 |
|
MORGAN STANLEY |
7798 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
|
36 Records found
|
1
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