|
Institutional
Holders
Total
Institutions:
|
74 3 |
|
Total
shares held :
|
14,622,167 |
|
% of shares
held :
|
50.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-1,456,525 |
|
% of shares
held change :
|
-5.07% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$9.37 |
|
Last
Quarter's Ending
Price :
|
$10.84 |
|
Last
Quarter's Average
Price :
|
$9.95 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.91 (9.15%) |
|
|
|
|
|
|
|
|
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 |
2928 |
- |
2023-12-31 |
1,420,447 |
$15,398,000 |
-1,605,884 |
|
Private Wealth Strategies L.L.C. |
11 |
- |
2023-12-31 |
759,498 |
$8,233,000 |
-8,354 |
|
Hennion & Walsh Asset Management Inc. |
41 |
- |
2024-03-31 |
656,514 |
$7,215,000 |
-117,145 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1413 |
- |
2024-03-31 |
305,905 |
$3,362,000 |
-17,306 |
|
1607 CAPITAL PARTNERS, LLC |
106 |
- |
2023-12-31 |
233,909 |
$2,536,000 |
-2,200 |
|
KARPUS MANAGEMENT INC |
160 |
- |
2023-12-31 |
205,654 |
$2,229,000 |
-8,434 |
|
KENNEDY INVESTMENT GROUP |
34 |
- |
2024-03-31 |
130,489 |
$1,434,000 |
-6,521 |
|
LPL FINANCIAL CORP |
2688 |
- |
2023-12-31 |
131,493 |
$1,425,000 |
-7,449 |
|
Vivaldi Capital Management LLC |
63 |
- |
2023-12-31 |
131,025 |
$1,411,000 |
-237,339 |
|
UBS Group AG |
3231 |
- |
2023-12-31 |
117,425 |
$1,273,000 |
-40,807 |
|
Capital Investment Advisors LLC |
300 |
- |
2024-03-31 |
81,193 |
$892,000 |
-4,016 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
403 |
- |
2024-03-31 |
47,970 |
$527,000 |
-1,000 |
|
MELFA WEALTH MANAGEMENT LLC |
69 |
- |
2024-03-31 |
47,393 |
$521,000 |
-5,901 |
|
Oakmont Partners LLC |
514 |
- |
2024-03-31 |
42,866 |
$471,000 |
-1,700 |
|
Arete Wealth Advisors LLC |
457 |
- |
2023-12-31 |
38,053 |
$412,000 |
-1,984 |
|
AMERIPRISE FINANCIAL INC |
3442 |
- |
2023-12-31 |
37,819 |
$410,000 |
-3,317 |
|
STIFEL FINANCIAL CORP |
2790 |
- |
2023-12-31 |
30,010 |
$325,000 |
-6,354 |
|
INVESCO LTD |
3391 |
- |
2023-12-31 |
21,460 |
$233,000 |
-21,295 |
|
Fort Point Capital Partners LLC |
274 |
- |
2023-12-31 |
19,147 |
$208,000 |
-283 |
|
RAYMOND JAMES TRUST CO |
1181 |
- |
2024-03-31 |
18,543 |
$204,000 |
-2,000 |
|
MARINER WEALTH ADVISORS, LLC |
2686 |
- |
2023-12-31 |
18,488 |
$200,000 |
-1,257 |
|
RAYMOND JAMES & ASSOCIATES |
3566 |
- |
2024-03-31 |
18,036 |
$198,000 |
-19,482 |
|
PROVISE MANAGEMENT GROUP LLC |
330 |
- |
2023-12-31 |
16,388 |
$178,000 |
-10,770 |
|
Advisor Group Holdings Inc. |
4020 |
- |
2023-12-31 |
15,918 |
$173,000 |
-4,439 |
|
ENVESTNET ASSET MANAGEMENT INC |
3832 |
- |
2023-12-31 |
15,893 |
$172,000 |
-10,392 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3181 |
- |
2024-03-31 |
10,094 |
$111,000 |
-1,211 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2459 |
- |
2023-12-31 |
1,394 |
$15,000 |
-2,739 |
|
J P MORGAN CHASE & CO |
5024 |
- |
2023-12-31 |
1,165 |
$13,000 |
-2,618 |
|
|
28 Records found
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1
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