|
Institutional
Holders
Total
Institutions:
|
11 1 |
|
Total
shares held :
|
7,301,605 |
|
% of shares
held :
|
81.13% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
2,832,537 |
|
% of shares
held change :
|
31.47% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Envestnet Portfolio Solutions Inc. |
29 |
- |
2023-12-31 |
5,906,388 |
$176,773,000 |
2,643,941 |
|
ENVESTNET ASSET MANAGEMENT INC |
1141 |
- |
2023-12-31 |
555,137 |
$16,615,000 |
314,614 |
|
Atria Wealth Solutions Inc. |
106 |
- |
2023-12-31 |
542,496 |
$16,267,000 |
-259,569 |
|
JANE STREET GROUP LLC |
1511 |
- |
2023-12-31 |
160,005 |
$4,789,000 |
88,160 |
|
HIGHTOWER ADVISORS, LLC |
1257 |
- |
2023-12-31 |
89,424 |
$2,674,000 |
9,724 |
|
NATIONAL ASSET MANAGEMENT, INC. |
326 |
- |
2023-12-31 |
77,303 |
$2,314,000 |
65,676 |
|
LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
45,604 |
$1,345,000 |
37,803 |
|
Advisor Group Holdings Inc. |
2741 |
*New |
2023-12-31 |
26,249 |
$786,000 |
26,249 |
|
PUPLAVA FINANCIAL SERVICES INC |
77 |
*New |
2024-03-31 |
16,113 |
$475,000 |
16,113 |
|
PRINCIPAL SECURITIES INC. |
790 |
- |
2023-12-31 |
9,649 |
$289,000 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
3,034 |
$90,000 |
787 |
|
FTB Advisors Inc. |
924 |
- |
2024-03-31 |
1,767 |
$52,000 |
0 |
|
COMERICA BANK |
3054 |
- |
2023-12-31 |
442 |
$13,000 |
0 |
|
J P MORGAN CHASE & CO |
6316 |
*Closed |
2023-12-31 |
0 |
$0 |
-570 |
|
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14 Records found
|
1
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