|
Institutional
Holders
Total
Institutions:
|
19 2 |
|
Total
shares held :
|
574,087 |
|
% of shares
held :
|
33.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-158,355 |
|
% of shares
held change :
|
-9.26% |
|
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 |
BANK OF AMERICA CORP /DE/ |
2652 |
- |
2024-03-31 |
258,394 |
$7,773,000 |
32,145 |
|
RAYMOND JAMES & ASSOCIATES |
1979 |
- |
2024-03-31 |
87,414 |
$2,630,000 |
-481 |
|
LPL FINANCIAL CORP |
2374 |
- |
2024-03-31 |
78,169 |
$2,352,000 |
30,077 |
|
Secure Asset Management LLC |
67 |
- |
2024-03-31 |
48,581 |
$1,461,000 |
-2,356 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
587 |
- |
2024-03-31 |
29,290 |
$881,000 |
10,694 |
|
JANNEY MONTGOMERY SCOTT LLC |
1639 |
- |
2024-03-31 |
26,745 |
$805,000 |
11,565 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2894 |
- |
2024-03-31 |
25,057 |
$754,000 |
-7,179 |
|
ENVESTNET ASSET MANAGEMENT INC |
3295 |
*New |
2024-03-31 |
20,096 |
$605,000 |
20,096 |
|
UBS Group AG |
4107 |
- |
2024-03-31 |
16,092 |
$484,000 |
-456 |
|
STIFEL FINANCIAL CORP |
2786 |
- |
2024-03-31 |
11,947 |
$359,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
2690 |
- |
2024-03-31 |
9,232 |
$278,000 |
0 |
|
USA Financial Portformulas Corp |
178 |
- |
2024-03-31 |
7,601 |
$229,000 |
-642 |
|
Advisor Group Holdings Inc. |
3602 |
- |
2024-03-31 |
7,016 |
$211,000 |
-2,098 |
|
MORGAN STANLEY |
6059 |
- |
2024-03-31 |
1,401 |
$42,000 |
99 |
|
Ahrens Investment Partners LLC |
360 |
*New |
2023-03-31 |
1,500 |
$40,000 |
1,500 |
|
WELLS FARGO & CO/MN |
5154 |
- |
2024-03-31 |
333 |
$10,000 |
333 |
|
Atlantic Trust Group LLC |
2708 |
*New |
2024-03-31 |
50 |
$2,000 |
50 |
|
ROYAL BANK OF CANADA |
5984 |
- |
2024-03-31 |
51 |
$2,000 |
-4,241 |
|
HARBOUR INVESTMENTS INC. |
2771 |
- |
2023-12-31 |
20 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2260 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
FMR LLC |
4993 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
JANE STREET GROUP LLC |
5996 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,203 |
|
|
22 Records found
|
1
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