|
Institutional
Holders
Total
Institutions:
|
20 13 |
|
Total
shares held :
|
520,938 |
|
% of shares
held :
|
4.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
-5,611,217 |
|
% of shares
held change :
|
-47.96% |
|
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 |
JANE STREET GROUP LLC |
1540 |
- |
2024-03-31 |
120,190 |
$3,780,000 |
22,929 |
|
WealthCare Investment Partners LLC |
28 |
- |
2024-03-31 |
73,558 |
$2,313,000 |
40,888 |
|
BANK OF AMERICA CORP /DE/ |
3891 |
- |
2024-03-31 |
40,710 |
$1,280,000 |
34,590 |
|
GREAT VALLEY ADVISOR GROUP INC. |
382 |
- |
2024-03-31 |
28,944 |
$910,000 |
116 |
|
LPL FINANCIAL CORP |
3441 |
- |
2024-03-31 |
21,831 |
$687,000 |
-5,635 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2356 |
*New |
2024-03-31 |
19,323 |
$608,000 |
19,323 |
|
Wealth Management Solutions LLC |
39 |
- |
2023-09-30 |
15,202 |
$480,000 |
4,740 |
|
TOWNSQUARE CAPITAL LLC |
1132 |
- |
2024-03-31 |
6,612 |
$208,000 |
-1,176 |
|
ENVESTNET ASSET MANAGEMENT INC |
3904 |
- |
2024-03-31 |
6,430 |
$202,000 |
6,430 |
|
PRIVATE TRUST CO NA |
894 |
- |
2024-03-31 |
2,950 |
$93,000 |
0 |
|
MORGAN STANLEY |
6096 |
- |
2024-03-31 |
1,133 |
$36,000 |
0 |
|
ROYAL BANK OF CANADA |
5057 |
*New |
2024-03-31 |
1,138 |
$36,000 |
1,138 |
|
PRINCIPAL SECURITIES INC. |
1821 |
*New |
2024-03-31 |
888 |
$28,000 |
888 |
|
Clear Point Advisors Inc. |
285 |
*New |
2024-03-31 |
530 |
$17,000 |
530 |
|
HANSON MCCLAIN, INC. |
2241 |
*New |
2024-03-31 |
210 |
$7,000 |
210 |
|
Advisor Group Holdings Inc. |
5908 |
- |
2024-03-31 |
144 |
$5,000 |
-1,332 |
|
Red Tortoise LLC |
482 |
*New |
2024-03-31 |
50 |
$2,000 |
50 |
|
GPS Wealth Strategies Group LLC |
1154 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5536 |
*Closed |
2024-03-31 |
0 |
$0 |
-30,614 |
|
Sunbelt Securities Inc. |
1653 |
*Closed |
2024-03-31 |
0 |
$0 |
-263 |
|
CITADEL ADVISORS LLC |
6031 |
*Closed |
2024-03-31 |
0 |
$0 |
-117,951 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
497 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,892 |
|
PROEQUITIES INC. |
6209 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
OLD MISSION CAPITAL LLC |
1057 |
*Closed |
2024-03-31 |
0 |
$0 |
-39,456 |
|
Wallace Advisory Group LLC |
186 |
*Closed |
2024-03-31 |
0 |
$0 |
-116,239 |
|
BANK OF MONTREAL /CAN/ |
3620 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,247 |
|
FMR LLC |
5456 |
*Closed |
2024-03-31 |
0 |
$0 |
-120 |
|
EisnerAmper Wealth Management Corporate Benefits L |
68 |
*Closed |
2023-12-31 |
0 |
$0 |
-139,060 |
|
WELLS FARGO & CO/MN |
6984 |
*Closed |
2024-03-31 |
0 |
$0 |
-444 |
|
|
29 Records found
|
1
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