|
Institutional
Holders
Total
Institutions:
|
62 0 |
|
Total
shares held :
|
4,700,392 |
|
% of shares
held :
|
27.35% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
403,867 |
|
% of shares
held change :
|
2.35% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.18 |
|
Last
Quarter's Ending
Price :
|
$11.86 |
|
Last
Quarter's Average
Price :
|
$10.77 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.31 (12.16%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RIVERNORTH CAPITAL MANAGEMENT, INC. |
43 |
- |
2023-12-31 |
1,023,666 |
$12,141,000 |
187,099 |
|
GUGGENHEIM CAPITAL LLC |
466 |
- |
2023-12-31 |
513,834 |
$6,094,000 |
6,962 |
|
MORGAN STANLEY |
3780 |
- |
2023-12-31 |
455,630 |
$5,404,000 |
20,335 |
|
FIERA SCEPTRE INC. |
224 |
- |
2023-12-31 |
334,999 |
$3,973,000 |
37,371 |
|
ROBINSON CAPITAL MANAGEMENT LLC |
34 |
- |
2023-12-31 |
252,510 |
$3,012,000 |
211,594 |
|
STIFEL FINANCIAL CORP |
1516 |
- |
2023-12-31 |
211,551 |
$2,509,000 |
-17,081 |
|
CNH PARTNERS LLC |
188 |
- |
2023-12-31 |
155,860 |
$1,849,000 |
23,424 |
|
LPL FINANCIAL CORP |
2492 |
- |
2023-12-31 |
148,510 |
$1,761,000 |
9,474 |
|
VAN ECK ASSOCIATES CORP |
882 |
- |
2023-12-31 |
124,320 |
$1,474,000 |
9,307 |
|
BANK OF AMERICA CORP /DE/ |
3791 |
- |
2023-12-31 |
115,549 |
$1,370,000 |
-25,147 |
|
ROYAL BANK OF CANADA |
2931 |
- |
2023-12-31 |
105,502 |
$1,251,000 |
79,059 |
|
INVESCO LTD |
2819 |
- |
2023-12-31 |
80,722 |
$957,000 |
-1,072 |
|
AMERIPRISE FINANCIAL INC |
3139 |
- |
2023-12-31 |
77,392 |
$930,000 |
29,243 |
|
Stratos Wealth Partners LTD. |
672 |
- |
2024-03-31 |
72,318 |
$897,000 |
-70 |
|
BB&T CORP |
1628 |
- |
2023-12-31 |
75,487 |
$895,000 |
-27,747 |
|
BANK OF NEW YORK MELLON CORP |
3245 |
- |
2024-03-31 |
64,128 |
$796,000 |
372 |
|
COHEN & STEERS INC |
263 |
*New |
2023-12-31 |
55,000 |
$652,000 |
55,000 |
|
MULTIFINANCIAL SECURITIES CORP |
1008 |
- |
2023-12-31 |
51,989 |
$617,000 |
12,869 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2422 |
- |
2024-03-31 |
44,298 |
$550,000 |
30 |
|
Advisor Group Holdings Inc. |
3146 |
- |
2023-12-31 |
42,889 |
$509,000 |
-48,268 |
|
PRIMORIS WEALTH ADVISORS LLC |
56 |
- |
2023-12-31 |
38,500 |
$457,000 |
0 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
474 |
- |
2023-12-31 |
34,182 |
$405,000 |
15,559 |
|
Koshinski Asset Management Inc. |
331 |
- |
2023-12-31 |
33,355 |
$396,000 |
19,718 |
|
Carmichael Hill & Associates Inc. |
108 |
- |
2024-03-31 |
29,779 |
$370,000 |
795 |
|
Compass Financial Group INC/SD |
61 |
- |
2024-03-31 |
29,502 |
$366,000 |
214 |
|
180 WEALTH ADVISORS LLC |
264 |
- |
2024-03-31 |
28,270 |
$351,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3279 |
- |
2024-03-31 |
26,509 |
$329,000 |
8,724 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2627 |
- |
2024-03-31 |
25,987 |
$322,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2344 |
- |
2023-12-31 |
23,222 |
$310,000 |
4,490 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1380 |
- |
2023-12-31 |
23,869 |
$283,000 |
-1,119 |
|
UBS Group AG |
4378 |
- |
2023-12-31 |
22,655 |
$269,000 |
-6,529 |
|
CHIRON CAPITAL MANAGEMENT LLC |
99 |
- |
2023-12-31 |
21,425 |
$254,000 |
-575 |
|
MELFA WEALTH MANAGEMENT LLC |
131 |
- |
2024-03-31 |
19,766 |
$245,000 |
-82 |
|
WELLS FARGO & CO/MN |
3794 |
- |
2023-12-31 |
19,997 |
$237,000 |
-741 |
|
Rockefeller Capital Management L.P. |
1510 |
- |
2023-12-31 |
19,119 |
$227,000 |
19,119 |
|
Fortitude Advisory Group L.L.C. |
201 |
- |
2023-12-31 |
15,746 |
$187,000 |
855 |
|
Lido Advisors LLC |
1100 |
- |
2023-12-31 |
13,026 |
$154,000 |
0 |
|
CREATIVE PLANNING |
2490 |
- |
2023-12-31 |
12,799 |
$152,000 |
0 |
|
Capital Investment Advisors LLC |
595 |
- |
2024-03-31 |
12,050 |
$150,000 |
0 |
|
Seed Wealth Management Inc. |
147 |
- |
2024-03-31 |
12,000 |
$148,000 |
0 |
|
Goss Wealth Management LLC |
1801 |
- |
2023-12-31 |
12,350 |
$146,000 |
-200 |
|
Beacon Pointe Advisors LLC |
1221 |
*New |
2023-12-31 |
12,185 |
$145,000 |
12,185 |
|
Round Rock Advisors LLC |
185 |
- |
2024-03-31 |
10,900 |
$135,000 |
0 |
|
Moloney Securities Asset Management LLC |
406 |
*New |
2023-12-31 |
11,404 |
$135,000 |
11,404 |
|
DAVIDSON D A & CO |
1284 |
- |
2023-12-31 |
11,100 |
$132,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
3074 |
- |
2023-12-31 |
10,000 |
$119,000 |
-12,200 |
|
J P MORGAN CHASE & CO |
4501 |
- |
2023-12-31 |
8,205 |
$97,000 |
7,975 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
7,300 |
$87,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
5,068 |
$60,000 |
0 |
|
CULLEN FROST BANKERS INC |
648 |
- |
2023-12-31 |
4,588 |
$54,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
514 |
- |
2023-12-31 |
3,400 |
$40,000 |
0 |
|
COMERICA BANK |
2841 |
- |
2023-12-31 |
2,547 |
$30,000 |
13 |
|
CHILTON CAPITAL MANAGEMENT LLC |
421 |
- |
2023-12-31 |
1,835 |
$22,000 |
0 |
|
BARTLETT & CO. LLC |
863 |
- |
2023-12-31 |
1,700 |
$20,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
866 |
- |
2023-12-31 |
1,700 |
$20,000 |
0 |
|
HANSON MCCLAIN, INC. |
1859 |
- |
2024-03-31 |
1,375 |
$17,000 |
0 |
|
UMB BANK N A/MO |
1189 |
- |
2024-03-31 |
1,137 |
$14,000 |
-369 |
|
Spire Wealth Management |
1868 |
- |
2024-03-31 |
466 |
$6,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1959 |
*New |
2023-12-31 |
153 |
$2,000 |
153 |
|
Logan Stone Capital LLC |
154 |
*Closed |
2023-12-31 |
0 |
$0 |
-125,048 |
|
FNY Investment Advisers LLC |
434 |
*Closed |
2023-12-31 |
0 |
$0 |
-300 |
|
Ackerman Capital Advisors LLC |
101 |
*Closed |
2024-03-31 |
0 |
$0 |
-119,681 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
908 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,275 |
|
PROEQUITIES INC. |
5163 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
PROVISE MANAGEMENT GROUP LLC |
344 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,735 |
|
Koss-Olinger Consulting LLC |
171 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,000 |
|
WOLVERINE ASSET MANAGEMENT LLC |
1450 |
*Closed |
2023-12-31 |
0 |
$0 |
-77,800 |
|
Walleye Trading Advisors LLC |
2672 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,510 |
|
|
68 Records found
|
1
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