|
Institutional
Holders
Total
Institutions:
|
20 3 |
|
Total
shares held :
|
666,471 |
|
% of shares
held :
|
7.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-47,877 |
|
% of shares
held change :
|
-0.53% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$14.41 |
|
Last
Quarter's Ending
Price :
|
$15.47 |
|
Last
Quarter's Average
Price :
|
$14.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.72 (11.94%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
2468 |
- |
2024-03-31 |
141,746 |
$2,305,000 |
-4,360 |
|
UBS Group AG |
3161 |
- |
2024-03-31 |
97,300 |
$1,582,000 |
-12,409 |
|
ROYAL BANK OF CANADA |
2902 |
- |
2024-03-31 |
69,140 |
$1,124,000 |
-18,712 |
|
WEDBUSH MORGAN SECURITIES INC |
384 |
- |
2024-03-31 |
61,805 |
$1,005,000 |
-193 |
|
MORGAN STANLEY |
4844 |
- |
2024-03-31 |
55,970 |
$910,000 |
8,958 |
|
LPL FINANCIAL CORP |
3354 |
- |
2024-03-31 |
47,720 |
$776,000 |
-1,716 |
|
Advisor Group Holdings Inc. |
3184 |
- |
2024-03-31 |
22,253 |
$360,000 |
2,338 |
|
RAYMOND JAMES & ASSOCIATES |
3249 |
- |
2024-03-31 |
21,482 |
$349,000 |
-2,385 |
|
Fairhaven Wealth Management LLC |
84 |
*New |
2024-03-31 |
18,236 |
$297,000 |
18,236 |
|
STIFEL FINANCIAL CORP |
2935 |
- |
2024-03-31 |
17,396 |
$283,000 |
0 |
|
Capital Investment Advisors LLC |
502 |
- |
2024-03-31 |
16,750 |
$272,000 |
0 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
446 |
- |
2024-03-31 |
15,000 |
$244,000 |
0 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
427 |
- |
2024-03-31 |
14,064 |
$229,000 |
-2,500 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1289 |
- |
2024-03-31 |
12,571 |
$180,000 |
12,571 |
|
Goss Wealth Management LLC |
2114 |
*New |
2024-03-31 |
5,060 |
$82,000 |
5,060 |
|
WHITTIER TRUST CO |
833 |
*New |
2024-03-31 |
5,000 |
$81,000 |
5,000 |
|
Spire Wealth Management |
1283 |
- |
2024-03-31 |
2,500 |
$41,000 |
-1,000 |
|
Atlantic Trust Group LLC |
2237 |
*New |
2024-03-31 |
670 |
$11,000 |
670 |
|
Sound Income Strategies LLC |
761 |
- |
2024-03-31 |
600 |
$10,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1568 |
*Closed |
2024-03-31 |
0 |
$0 |
-833 |
|
J P MORGAN CHASE & CO |
6011 |
*Closed |
2024-03-31 |
0 |
$0 |
-182 |
|
PROEQUITIES INC. |
8942 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
RIVERBRIDGE PARTNERS LLC |
202 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,119 |
|
Logan Stone Capital LLC |
171 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,448 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3728 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,184 |
|
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25 Records found
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1
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