|
Institutional
Holders
Total
Institutions:
|
666 3 |
|
Total
shares held :
|
166,405,230 |
|
% of shares
held :
|
39.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
82 |
|
Amount
of shares held :
|
5,391,199 |
|
% of shares
held change :
|
1.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.17 |
|
Last
Quarter's Ending
Price :
|
$20.03 |
|
Last
Quarter's Average
Price :
|
$19.50 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.28 (6.56%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
46
|
1,353,596
|
0.81%
|
|
|
Increased
Positions : |
275
|
12,955,401
|
7.79%
|
|
|
Unchanged
Positions : |
149
|
6,567,846
|
3.95%
|
|
|
Decreased
Positions : |
196
|
-7,744,222
|
-4.65%
|
|
|
Closed
Positions : |
43
|
-1,173,576
|
-0.71%
|
|
|
Guru
Positions : |
3
|
15,670
|
0.01%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
EVERCORE WEALTH MANAGEMENT, LLC |
95 |
*New |
2023-12-31 |
263,545 |
$5,279,000 |
263,545 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
143 |
*New |
2024-03-31 |
173,090 |
$3,604,000 |
173,090 |
|
Waterloo Capital L.P. |
66 |
*New |
2023-12-31 |
116,685 |
$2,337,000 |
116,685 |
|
GSA CAPITAL PARTNERS LLP |
112 |
*New |
2023-12-31 |
102,396 |
$2,051,000 |
102,396 |
|
Kula Investments LLC |
33 |
*New |
2023-03-31 |
87,316 |
$1,596,000 |
87,316 |
|
NewEdge Wealth LLC |
335 |
*New |
2023-12-31 |
74,730 |
$1,497,000 |
74,730 |
|
Koss-Olinger Consulting LLC |
32 |
*New |
2024-03-31 |
62,651 |
$1,304,000 |
62,651 |
|
Midwest Professional Planners LTD. |
58 |
*New |
2023-12-31 |
57,302 |
$1,148,000 |
57,302 |
|
AIGEN INVESTMENT MANAGEMENT LP |
132 |
*New |
2023-12-31 |
57,147 |
$1,145,000 |
57,147 |
|
PEAK6 Investments LLC |
469 |
*New |
2023-12-31 |
29,740 |
$596,000 |
29,740 |
|
ALLIANCEBERNSTEIN L.P. |
2643 |
*New |
2023-12-31 |
22,874 |
$458,000 |
22,874 |
|
Roble Belko & Company Inc |
77 |
*New |
2024-03-31 |
20,000 |
$416,000 |
20,000 |
|
Platform Technology Partners |
131 |
*New |
2023-12-31 |
19,928 |
$402,000 |
19,928 |
|
Steel Peak Wealth Management LLC |
316 |
*New |
2024-03-31 |
18,175 |
$378,000 |
18,175 |
|
Prostatis Group LLC |
76 |
*New |
2023-03-31 |
20,271 |
$371,000 |
20,271 |
|
Benchmark Investment Advisors LLC |
235 |
*New |
2023-12-31 |
16,441 |
$329,000 |
16,441 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
15,107 |
$303,000 |
15,107 |
|
Samjo Capital LLC |
36 |
*New |
2023-09-30 |
15,000 |
$292,000 |
15,000 |
|
Autumn Glory Partners LLC |
|
*New |
2023-12-31 |
12,535 |
$253,000 |
12,535 |
|
OROURKE & COMPANY Inc |
132 |
*New |
2024-03-31 |
12,078 |
$251,000 |
12,078 |
|
PCG Wealth Advisors LLC |
99 |
*New |
2024-03-31 |
11,900 |
$248,000 |
11,900 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
1500 |
*New |
2024-03-31 |
11,434 |
$238,000 |
11,434 |
|
BANCORPSOUTH BANK |
311 |
*New |
2023-12-31 |
11,038 |
$221,000 |
11,038 |
|
Sage Mountain Advisors LLC |
305 |
*New |
2024-03-31 |
10,213 |
$213,000 |
10,213 |
|
MISSION WEALTH MANAGEMENT LLC |
520 |
*New |
2023-12-31 |
10,401 |
$208,000 |
10,401 |
|
Envestnet Portfolio Solutions Inc. |
1499 |
*New |
2023-12-31 |
10,024 |
$201,000 |
10,024 |
|
Headlands Technologies LLC |
299 |
*New |
2023-12-31 |
8,607 |
$172,000 |
8,607 |
|
WEST OAK CAPITAL LLC |
139 |
*New |
2024-03-31 |
6,800 |
$142,000 |
6,800 |
|
ODell Group LLC |
229 |
*New |
2023-12-31 |
2,000 |
$40,000 |
2,000 |
|
Nemes Rush Group LLC |
326 |
*New |
2023-12-31 |
1,237 |
$25,000 |
1,237 |
|
PAYDENFUNDS |
132 |
*New |
2023-09-30 |
1,160 |
$23,000 |
1,160 |
|
nVerses Capital LLC |
405 |
*New |
2024-03-31 |
900 |
$19,000 |
900 |
|
KESSLER INVESTMENT GROUP, LLC |
112 |
*New |
2024-03-31 |
837 |
$17,000 |
837 |
|
Cassady Schiller Wealth Management LLC |
296 |
*New |
2023-12-31 |
790 |
$16,000 |
790 |
|
LifeSteps Financial Inc. |
261 |
*New |
2024-03-31 |
700 |
$15,000 |
700 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
1021 |
*New |
2024-03-31 |
604 |
$13,000 |
604 |
|
CAMBRIDGE TRUST CO |
582 |
*New |
2023-12-31 |
500 |
$10,000 |
500 |
|
BFSG LLC |
539 |
*New |
2024-03-31 |
254 |
$5,000 |
254 |
|
GODSEY & GIBB ASSOCIATES |
336 |
*New |
2024-03-31 |
140 |
$3,000 |
140 |
|
J.Safra Asset Management Corp |
122 |
*New |
2023-12-31 |
146 |
$3,000 |
146 |
|
MCMILLION CAPITAL MANAGEMENT INC |
176 |
*New |
2023-06-30 |
96 |
$2,000 |
96 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
357 |
*New |
2024-03-31 |
100 |
$2,000 |
100 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1390 |
*New |
2023-12-31 |
120 |
$2,000 |
120 |
|
FNY Investment Advisers LLC |
370 |
*New |
2023-12-31 |
100 |
$2,000 |
100 |
|
|
44 Records found
|
1
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