| |
Institutional
Holders
Total
Institutions:
 |
47  1 |
|
|
Total
shares held :
|
2,651,358 |
|
|
% of shares
held :
|
24.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
|
Amount
of shares held :
|
131,191 |
|
|
% of shares
held change :
|
 1.21% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.68 |
|
|
Last
Quarter's Ending
Price :
|
$17.34 |
|
|
Last
Quarter's Average
Price :
|
$17.11 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.74 (10.17%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
3540 |
- |
2024-03-31 |
402,175 |
$7,175,000 |
28,682 |
|
| Rockefeller Capital Management L.P. |
611 |
- |
2024-03-31 |
371,082 |
$6,620,000 |
-2,500 |
|
| UBS Group AG |
2460 |
- |
2024-03-31 |
204,330 |
$3,645,000 |
4,851 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1511 |
- |
2024-03-31 |
142,169 |
$2,536,000 |
61 |
|
| 1607 CAPITAL PARTNERS, LLC |
101 |
- |
2024-03-31 |
128,856 |
$2,299,000 |
-1,274 |
|
| Hara Capital LLC |
19 |
- |
2024-03-31 |
113,237 |
$2,020,000 |
0 |
|
| U.S. Capital Wealth Advisors LLC |
235 |
- |
2024-03-31 |
112,297 |
$2,003,000 |
7,100 |
|
| WELLS FARGO & CO/MN |
2586 |
- |
2024-03-31 |
109,399 |
$1,952,000 |
17,558 |
|
| WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
52 |
- |
2024-03-31 |
93,063 |
$1,660,000 |
-12,625 |
|
| BANK OF AMERICA CORP /DE/ |
3723 |
- |
2024-03-31 |
91,593 |
$1,634,000 |
-3,899 |
|
| CI Private Wealth LLC |
1124 |
- |
2024-03-31 |
90,239 |
$1,610,000 |
-881 |
|
| SENTINEL TRUST CO LBA |
69 |
- |
2024-03-31 |
75,000 |
$1,338,000 |
-28,350 |
|
| AMERIPRISE FINANCIAL INC |
3045 |
- |
2024-03-31 |
61,003 |
$1,088,000 |
16,866 |
|
| VAN ECK ASSOCIATES CORP |
978 |
- |
2024-03-31 |
56,531 |
$1,009,000 |
-19,925 |
|
| Steward Partners Investment Advisory LLC |
815 |
- |
2024-03-31 |
52,271 |
$933,000 |
-2,196 |
|
| RAYMOND JAMES & ASSOCIATES |
2767 |
- |
2024-03-31 |
41,619 |
$742,000 |
1,792 |
|
| LPL FINANCIAL CORP |
3479 |
- |
2024-03-31 |
37,114 |
$662,000 |
1,790 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2553 |
- |
2024-03-31 |
37,021 |
$660,000 |
8 |
|
| COHEN & STEERS INC |
269 |
- |
2024-03-31 |
30,008 |
$535,000 |
0 |
|
| BB&T CORP |
1921 |
- |
2024-03-31 |
29,261 |
$522,000 |
108 |
|
| INVESCO LTD |
3228 |
- |
2024-03-31 |
28,148 |
$502,000 |
-1,475 |
|
| Advisor Group Holdings Inc. |
3107 |
- |
2024-03-31 |
22,188 |
$396,000 |
4,705 |
|
| ROYAL BANK OF CANADA |
3670 |
- |
2024-03-31 |
20,173 |
$360,000 |
-1,365 |
|
| MILLENNIUM MANAGEMENT LLC |
3334 |
- |
2024-03-31 |
18,487 |
$330,000 |
-3,207 |
|
| STIFEL FINANCIAL CORP |
2853 |
- |
2024-03-31 |
18,150 |
$324,000 |
-2,136 |
|
| MELFA WEALTH MANAGEMENT LLC |
105 |
- |
2024-03-31 |
18,014 |
$321,000 |
40 |
|
| Moors & Cabot Inc. |
677 |
- |
2024-03-31 |
16,500 |
$294,000 |
-3,000 |
|
| Merit Financial Group LLC |
778 |
- |
2024-03-31 |
13,000 |
$239,000 |
-2,046 |
|
| AVIANCE CAPITAL PARTNERS, LLC |
285 |
- |
2024-03-31 |
13,148 |
$235,000 |
1,217 |
|
| XML Financial LLC |
313 |
- |
2024-03-31 |
12,523 |
$223,000 |
-6,150 |
|
| Hennion & Walsh Asset Management Inc. |
805 |
- |
2024-03-31 |
11,212 |
$200,000 |
-23,614 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2565 |
- |
2024-03-31 |
11,005 |
$196,000 |
-3,862 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
935 |
- |
2024-03-31 |
6,000 |
$107,000 |
-2,250 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1889 |
- |
2024-03-31 |
4,411 |
$79,000 |
112 |
|
| Anchor Investment Management LLC |
499 |
- |
2024-03-31 |
3,500 |
$62,000 |
0 |
|
| BESSEMER GROUP INC |
1338 |
- |
2024-03-31 |
2,262 |
$40,000 |
0 |
|
| COMERICA BANK |
2848 |
- |
2024-03-31 |
1,936 |
$35,000 |
233 |
|
| Colonial Trust Co / SC |
606 |
- |
2024-03-31 |
1,500 |
$27,000 |
0 |
|
| Transcendent Capital Group LLC |
252 |
*New |
2024-03-31 |
1,210 |
$22,000 |
1,210 |
|
| US BANCORP |
3049 |
- |
2024-03-31 |
1,100 |
$20,000 |
0 |
|
| Goss Wealth Management LLC |
2760 |
- |
2024-03-31 |
743 |
$13,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3799 |
- |
2024-03-31 |
370 |
$7,000 |
0 |
|
| PROEQUITIES INC. |
3939 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| GUGGENHEIM CAPITAL LLC |
1894 |
*Closed |
2024-03-31 |
0 |
$0 |
-44,982 |
|
| LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
796 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,257 |
|
| JGP Wealth Management LLC |
171 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,709 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6531 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,690 |
|
| Stratos Wealth Partners LTD. |
1428 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,450 |
|
|
48 Records found
|
1
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