| |
Institutional
Holders
Total
Institutions:
 |
6  2 |
|
|
Total
shares held :
|
2,349,007 |
|
|
% of shares
held :
|
26.1% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
|
Amount
of shares held :
|
802,429 |
|
|
% of shares
held change :
|
 8.92% |
|
| 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. |
65 |
- |
2023-12-31 |
2,046,091 |
$51,234,000 |
837,662 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2029 |
- |
2023-12-31 |
160,567 |
$4,021,000 |
141,556 |
|
| Atria Wealth Solutions Inc. |
429 |
- |
2023-12-31 |
131,814 |
$3,305,000 |
-154,296 |
|
| PUPLAVA FINANCIAL SERVICES INC |
89 |
*New |
2024-03-31 |
10,741 |
$267,000 |
10,741 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1200 |
*New |
2023-12-31 |
8,947 |
$224,000 |
8,947 |
|
| LINCOLN NATIONAL CORP |
|
*New |
2024-03-31 |
8,310 |
$206,000 |
8,310 |
|
| PRINCIPAL SECURITIES INC. |
975 |
- |
2023-12-31 |
6,706 |
$168,000 |
0 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
3,914 |
$97,000 |
89 |
|
| UBS Group AG |
7533 |
- |
2023-12-31 |
4 |
$0 |
-87 |
|
| Advisor Group Holdings Inc. |
6967 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,431 |
|
| JANE STREET GROUP LLC |
5882 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,189 |
|
|
11 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
