|
Institutional
Holders
Total
Institutions:
|
289 0 |
|
Total
shares held :
|
153,236,067 |
|
% of shares
held :
|
3.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
23,186,323 |
|
% of shares
held change :
|
0.53% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.59 |
|
Last
Quarter's Ending
Price :
|
$7.88 |
|
Last
Quarter's Average
Price :
|
$7.20 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.84 (53.33%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
32
|
7,334,292
|
4.79%
|
|
|
Increased
Positions : |
98
|
33,951,834
|
22.16%
|
|
|
Unchanged
Positions : |
55
|
2,813,711
|
1.84%
|
|
|
Decreased
Positions : |
104
|
-13,581,763
|
-8.86%
|
|
|
Closed
Positions : |
32
|
-4,518,040
|
-2.95%
|
|
|
Guru
Positions : |
2
|
254,311
|
0.17%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GREENWICH WEALTH MANAGEMENT LLC |
17 |
- |
2023-12-31 |
1,183,340 |
$9,325,000 |
0 |
|
YOUSIF CAPITAL MANAGEMENT LLC |
1416 |
- |
2024-03-31 |
65,100 |
$615,000 |
0 |
|
FIRST NATIONAL TRUST CO |
260 |
- |
2024-03-31 |
62,147 |
$587,000 |
0 |
|
Forum Financial Management LP |
362 |
- |
2024-03-31 |
47,325 |
$447,000 |
0 |
|
SPEARS ABACUS ADVISORS LLC |
321 |
- |
2024-03-31 |
30,910 |
$292,000 |
0 |
|
NBC SECURITIES INC. |
642 |
- |
2024-03-31 |
27,864 |
$263,000 |
0 |
|
FINANCIAL COUNSELORS INC |
531 |
- |
2024-03-31 |
25,486 |
$241,000 |
0 |
|
HILLTOP HOLDINGS INC. |
537 |
- |
2023-12-31 |
29,581 |
$233,000 |
0 |
|
CLEARBRIDGE ADVISORS LLC |
736 |
- |
2023-12-31 |
27,875 |
$220,000 |
0 |
|
FREESTONE CAPITAL HOLDINGS, LLC |
373 |
- |
2023-12-31 |
24,813 |
$196,000 |
0 |
|
Bradley & Co. Private Wealth Management LLC |
36 |
- |
2024-03-31 |
19,264 |
$182,000 |
0 |
|
KING LUTHER CAPITAL MANAGEMENT CORP |
485 |
- |
2023-12-31 |
19,455 |
$153,000 |
0 |
|
Five Oceans Advisors |
187 |
- |
2024-03-31 |
15,898 |
$150,000 |
0 |
|
STATE STREET CORP |
3755 |
- |
2023-12-31 |
18,806 |
$148,000 |
0 |
|
Nicholas Hoffman & Company LLC. |
287 |
- |
2024-03-31 |
10,548 |
$100,000 |
0 |
|
WEALTH EFFECTS LLC |
209 |
- |
2024-03-31 |
10,000 |
$95,000 |
0 |
|
EDGAR LOMAX CO/VA |
56 |
- |
2023-12-31 |
47,220 |
$93,000 |
0 |
|
Allspring Global Investments Holdings LLC |
1859 |
- |
2024-03-31 |
9,469 |
$89,000 |
0 |
|
Sutton Wealth Advisors Inc. |
187 |
- |
2023-09-30 |
10,561 |
$82,000 |
0 |
|
WHITTIER TRUST CO OF NEVADA INC |
598 |
- |
2024-03-31 |
8,334 |
$79,000 |
0 |
|
Altshuler Shaham Ltd |
100 |
- |
2023-12-31 |
8,000 |
$63,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
238 |
- |
2024-03-31 |
6,000 |
$55,000 |
0 |
|
PARADIGM ASSET MANAGEMENT CO LLC/NY |
311 |
- |
2023-12-31 |
6,700 |
$53,000 |
0 |
|
PRIVATE TRUST CO NA |
1099 |
- |
2024-03-31 |
5,421 |
$51,000 |
0 |
|
WHITTIER TRUST CO |
977 |
- |
2024-03-31 |
4,246 |
$40,000 |
0 |
|
BARCLAYS PLC |
3763 |
- |
2023-12-31 |
3,665 |
$29,000 |
0 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
857 |
- |
2023-12-31 |
3,505 |
$28,000 |
0 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
542 |
- |
2024-03-31 |
2,700 |
$26,000 |
0 |
|
Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
2,000 |
$19,000 |
0 |
|
UMB BANK N A/MO |
1113 |
- |
2024-03-31 |
1,853 |
$18,000 |
0 |
|
KISTLERTIFFANY COMPANIES, LLC |
697 |
- |
2023-06-30 |
1,367 |
$11,000 |
0 |
|
MONTAG A & ASSOCIATES INC |
765 |
- |
2024-03-31 |
877 |
$9,000 |
0 |
|
Pinnacle Bank |
679 |
- |
2024-03-31 |
827 |
$8,000 |
0 |
|
Bell Investment Advisors Inc |
693 |
- |
2024-03-31 |
836 |
$8,000 |
0 |
|
Column Capital Advisors LLC |
576 |
- |
2023-09-30 |
744 |
$6,000 |
0 |
|
Cape Investment Advisory Inc. |
741 |
- |
2023-12-31 |
783 |
$6,000 |
0 |
|
CAROLINAS WEALTH CONSULTING LLC |
619 |
- |
2023-12-31 |
654 |
$5,000 |
0 |
|
HHM Wealth Advisors LLC |
629 |
- |
2023-12-31 |
622 |
$5,000 |
0 |
|
Larson Financial Group LLC |
1231 |
- |
2024-03-31 |
400 |
$4,000 |
0 |
|
Crewe Advisors LLC |
261 |
- |
2023-12-31 |
556 |
$4,000 |
0 |
|
KB FINANCIAL PARTNERS LLC |
440 |
- |
2023-09-30 |
483 |
$4,000 |
0 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
582 |
- |
2023-06-30 |
322 |
$3,000 |
0 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
448 |
- |
2023-06-30 |
289 |
$2,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
1029 |
- |
2024-03-31 |
193 |
$2,000 |
0 |
|
AXA |
1021 |
- |
2023-12-31 |
250 |
$2,000 |
0 |
|
Efficient Wealth Management LLC |
771 |
- |
2024-03-31 |
112 |
$2,000 |
0 |
|
Rosenberg Matthew Hamilton |
765 |
- |
2024-03-31 |
64 |
$1,000 |
0 |
|
Geneos Wealth Management Inc. |
2044 |
- |
2024-03-31 |
126 |
$1,000 |
0 |
|
CVA Family Office LLC |
1016 |
- |
2024-03-31 |
149 |
$1,000 |
0 |
|
Financial Synergies Wealth Advisors Inc. |
379 |
- |
2024-03-31 |
128 |
$1,000 |
0 |
|
CLARIVEST ASSET MANAGEMENT LLC |
758 |
- |
2024-03-31 |
66 |
$1,000 |
0 |
|
Tyler-Stone Wealth Management |
805 |
- |
2023-12-31 |
93 |
$1,000 |
0 |
|
Steward Partners Investment Advisory LLC |
3377 |
- |
2023-12-31 |
17 |
$0 |
0 |
|
PROEQUITIES INC. |
3832 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
1096 |
- |
2022-12-31 |
7 |
$0 |
0 |
|
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
130 |
*New |
2022-12-31 |
0 |
$0 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
2028 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
NOMURA ASSET MANAGEMENT CO LTD |
1692 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Sugarloaf Wealth Management LLC |
693 |
- |
2024-03-31 |
21 |
$0 |
0 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
993 |
- |
2023-12-31 |
29 |
$0 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
831 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
|
61 Records found
|
1
|
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