|
Institutional
Holders
Total
Institutions:
|
79 6 |
|
Total
shares held :
|
68,280,733 |
|
% of shares
held :
|
75.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
1,647,753 |
|
% of shares
held change :
|
1.83% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
1396 |
- |
2023-12-31 |
1,235,422 |
$70,333,000 |
183,001 |
|
Vestmark Advisory Solutions Inc. |
8 |
- |
2023-12-31 |
627,492 |
$35,723,000 |
50,839 |
|
JANE STREET GROUP LLC |
453 |
- |
2023-12-31 |
428,675 |
$24,404,000 |
428,675 |
|
ENVESTNET ASSET MANAGEMENT INC |
943 |
- |
2023-12-31 |
410,762 |
$23,385,000 |
54,294 |
|
Pallas Capital Advisors LLC |
20 |
- |
2024-03-31 |
263,319 |
$15,835,000 |
8,759 |
|
Perigon Wealth Management LLC |
59 |
- |
2024-03-31 |
205,411 |
$12,352,000 |
188,836 |
|
WNY Asset Management LLC |
19 |
- |
2024-03-31 |
139,592 |
$8,394,000 |
2,325 |
|
Jacobi Capital Management LLC |
55 |
- |
2024-03-31 |
54,860 |
$3,299,000 |
51,045 |
|
FINANCIAL NETWORK |
835 |
- |
2023-12-31 |
46,541 |
$2,650,000 |
5,232 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
66 |
- |
2023-12-31 |
42,528 |
$2,421,000 |
2,079 |
|
Integrated Wealth Concepts LLC |
413 |
- |
2023-12-31 |
41,975 |
$2,390,000 |
23,389 |
|
3Chopt Investment Partners LLC |
35 |
- |
2023-12-31 |
39,799 |
$2,266,000 |
13,058 |
|
LAKE STREET FINANCIAL LLC |
91 |
- |
2024-03-31 |
31,538 |
$1,897,000 |
1,208 |
|
ROTHSCHILD INVESTMENT CORP /IL |
137 |
- |
2023-09-30 |
29,416 |
$1,533,000 |
2,639 |
|
Geneos Wealth Management Inc. |
286 |
- |
2024-03-31 |
25,166 |
$1,513,000 |
2,594 |
|
ROYAL BANK OF CANADA |
2987 |
- |
2023-12-31 |
20,126 |
$1,146,000 |
11,479 |
|
Cetera Investment Advisers |
1066 |
- |
2023-12-31 |
18,881 |
$1,075,000 |
333 |
|
Farther Finance Advisors LLC |
263 |
- |
2023-12-31 |
14,186 |
$808,000 |
2,032 |
|
Envestnet Portfolio Solutions Inc. |
959 |
- |
2024-03-31 |
12,344 |
$742,000 |
2,392 |
|
Insight Advisors LLC/ PA |
113 |
- |
2024-03-31 |
11,841 |
$712,000 |
1,518 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2508 |
- |
2024-03-31 |
11,526 |
$693,000 |
3,846 |
|
FLAGSHIP HARBOR ADVISORS LLC |
312 |
- |
2024-03-31 |
11,402 |
$686,000 |
154 |
|
Gateway Wealth Partners LLC |
83 |
- |
2023-12-31 |
11,011 |
$627,000 |
4,126 |
|
TBH Global Asset Management LLC |
143 |
- |
2024-03-31 |
9,127 |
$549,000 |
1,681 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2430 |
- |
2024-03-31 |
9,063 |
$545,000 |
172 |
|
Ignite Planners LLC |
176 |
- |
2024-03-31 |
6,735 |
$403,000 |
243 |
|
MULTIFINANCIAL SECURITIES CORP |
1284 |
- |
2023-12-31 |
6,551 |
$373,000 |
356 |
|
WHITTIER TRUST CO OF NEVADA INC |
415 |
- |
2024-03-31 |
4,900 |
$295,000 |
2,110 |
|
PROEQUITIES INC. |
625 |
- |
2024-03-31 |
3,852 |
$232,000 |
89 |
|
ADVISORY SERVICES NETWORK, LLC |
1280 |
- |
2024-03-31 |
3,677 |
$221,000 |
756 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
3,770 |
$215,000 |
3,770 |
|
PRIVATE TRUST CO NA |
652 |
- |
2024-03-31 |
3,291 |
$198,000 |
102 |
|
COMERICA BANK |
2467 |
- |
2023-12-31 |
1,897 |
$108,000 |
621 |
|
ICA Group Wealth Management LLC |
547 |
- |
2023-12-31 |
751 |
$43,000 |
751 |
|
HANSON MCCLAIN, INC. |
1397 |
- |
2024-03-31 |
659 |
$40,000 |
91 |
|
FMR LLC |
3584 |
- |
2023-12-31 |
548 |
$31,000 |
443 |
|
EverSource Wealth Advisors LLC |
1386 |
- |
2023-12-31 |
270 |
$15,000 |
3 |
|
Coastal Investment Advisors Inc. |
767 |
- |
2024-03-31 |
45 |
$3,000 |
45 |
|
|
38 Records found
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1
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