| |
Institutional
Holders
Total
Institutions:
 |
101  1 |
|
|
Total
shares held :
|
13,393,195 |
|
|
% of shares
held :
|
24.83% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
-928,899 |
|
|
% of shares
held change :
|
 -1.72% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$9.76 |
|
|
Last
Quarter's Ending
Price :
|
$10.91 |
|
|
Last
Quarter's Average
Price :
|
$10.01 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.39 (3.9%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  UBS Group AG |
1425 |
- |
2023-12-31 |
956,389 |
$10,434,000 |
-39,376 |
|
| SIT INVESTMENT ASSOCIATES INC |
179 |
- |
2023-12-31 |
609,846 |
$6,653,000 |
-766,733 |
|
| WELLS FARGO & CO/MN |
2097 |
- |
2024-03-31 |
374,972 |
$4,050,000 |
-36,200 |
|
| STIFEL FINANCIAL CORP |
1517 |
- |
2023-12-31 |
229,728 |
$2,506,000 |
-139,859 |
|
| BANK OF AMERICA CORP /DE/ |
3508 |
- |
2023-12-31 |
187,319 |
$2,044,000 |
-34,149 |
|
| EVOKE WEALTH LLC |
256 |
- |
2023-12-31 |
163,700 |
$1,786,000 |
-18,000 |
|
| Capital Investment Advisors LLC |
236 |
- |
2024-03-31 |
129,283 |
$1,396,000 |
-648,886 |
|
| PROVISE MANAGEMENT GROUP LLC |
127 |
- |
2024-03-31 |
123,442 |
$1,333,000 |
-900 |
|
| Consolidated Portfolio Review Corp |
95 |
- |
2024-03-31 |
99,745 |
$1,077,000 |
-12,007 |
|
| MELFA WEALTH MANAGEMENT LLC |
37 |
- |
2024-03-31 |
90,654 |
$979,000 |
-938 |
|
| ROYAL BANK OF CANADA |
3103 |
- |
2023-12-31 |
89,707 |
$978,000 |
-12,020 |
|
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
68 |
- |
2024-03-31 |
78,265 |
$845,000 |
-1,170 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
585 |
- |
2023-12-31 |
76,764 |
$837,000 |
-59,706 |
|
| Atria Wealth Solutions Inc. |
992 |
- |
2023-12-31 |
68,000 |
$742,000 |
-173 |
|
| Stratos Wealth Partners LTD. |
799 |
- |
2024-03-31 |
57,251 |
$618,000 |
-6,358 |
|
| Waterfront Wealth Inc. |
175 |
- |
2023-12-31 |
37,246 |
$406,000 |
-3,540 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2488 |
- |
2024-03-31 |
35,665 |
$385,000 |
-1,049 |
|
| 9258 Wealth Management LLC |
267 |
- |
2024-03-31 |
28,905 |
$312,000 |
-550 |
|
| Shulman DeMeo Asset Management LLC |
101 |
- |
2024-03-31 |
27,973 |
$302,000 |
-129 |
|
| Semus Wealth Partners LLC |
97 |
- |
2024-03-31 |
24,424 |
$264,000 |
-3,525 |
|
| Stonebrook Private Inc. |
193 |
- |
2024-03-31 |
18,045 |
$195,000 |
-3,031 |
|
| FIRST MANHATTAN CO |
646 |
- |
2023-12-31 |
17,500 |
$191,000 |
-14,400 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
687 |
- |
2024-03-31 |
17,558 |
$189,000 |
-174,000 |
|
| CAMELOT PORTFOLIOS, LLC |
119 |
- |
2024-03-31 |
15,814 |
$171,000 |
-16,897 |
|
| KARPUS MANAGEMENT INC |
250 |
- |
2023-12-31 |
15,000 |
$164,000 |
-274,497 |
|
| PINNACLE ASSOCIATES LTD |
806 |
- |
2024-03-31 |
13,211 |
$143,000 |
-1,000 |
|
| Detalus Advisors LLC |
139 |
- |
2024-03-31 |
12,781 |
$138,000 |
-870 |
|
| Integrated Wealth Concepts LLC |
1489 |
- |
2023-12-31 |
12,631 |
$138,000 |
-82 |
|
| Cetera Investment Advisers |
2112 |
- |
2023-12-31 |
10,666 |
$116,000 |
-722 |
|
| BARTLETT & CO. LLC |
564 |
- |
2023-12-31 |
9,102 |
$100,000 |
-2,322 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
571 |
- |
2024-03-31 |
8,552 |
$92,000 |
-550 |
|
| Anchor Investment Management LLC |
655 |
- |
2023-12-31 |
1,800 |
$20,000 |
-1,400 |
|
| IFP Advisors Inc |
1893 |
- |
2023-12-31 |
1,800 |
$20,000 |
-1,091 |
|
|
33 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
|
|
|
