|
Institutional
Holders
Total
Institutions:
|
16 3 |
|
Total
shares held :
|
370,938 |
|
% of shares
held :
|
12.79% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-42,351 |
|
% of shares
held change :
|
-1.46% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$13.99 |
|
Last
Quarter's Ending
Price :
|
$13.80 |
|
Last
Quarter's Average
Price :
|
$13.78 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.82 (5.92%) |
|
|
|
|
|
|
|
|
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 |
2527 |
- |
2023-12-31 |
132,547 |
$1,829,000 |
1,513 |
|
Motley Fool Wealth Management LLC |
109 |
- |
2023-12-31 |
117,192 |
$1,618,000 |
-2,663 |
|
UBS Group AG |
3412 |
- |
2023-12-31 |
72,735 |
$1,004,000 |
3,857 |
|
MORGAN STANLEY |
5313 |
- |
2023-12-31 |
24,267 |
$335,000 |
-6,068 |
|
WELLS FARGO & CO/MN |
4328 |
- |
2023-12-31 |
6,765 |
$93,000 |
-4,173 |
|
BANK OF AMERICA CORP /DE/ |
5421 |
- |
2023-12-31 |
4,747 |
$66,000 |
-9 |
|
Advisor Group Holdings Inc. |
4688 |
- |
2023-12-31 |
4,734 |
$65,000 |
-2,818 |
|
ROYAL BANK OF CANADA |
5232 |
- |
2023-12-31 |
4,263 |
$59,000 |
4,163 |
|
GPS Wealth Strategies Group LLC |
753 |
- |
2023-12-31 |
1,069 |
$15,000 |
0 |
|
4Thought Financial Group Inc. |
78 |
- |
2023-12-31 |
875 |
$12,000 |
1 |
|
BBJS FINANCIAL ADVISORS LLC |
84 |
- |
2023-12-31 |
882 |
$12,000 |
1 |
|
Financial Perspectives Inc |
469 |
- |
2024-03-31 |
605 |
$9,000 |
0 |
|
CITIGROUP INC |
4245 |
- |
2023-12-31 |
600 |
$8,000 |
0 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
500 |
$7,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2870 |
- |
2023-12-31 |
37 |
$1,000 |
0 |
|
INTL FCSTONE INC. |
264 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,558 |
|
PROEQUITIES INC. |
5412 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
BANK OF MONTREAL /CAN/ |
3648 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,496 |
|
J P MORGAN CHASE & CO |
6536 |
- |
2023-12-31 |
2 |
$0 |
0 |
|
|
19 Records found
|
1
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