|
Institutional
Holders
Total
Institutions:
|
36 1 |
|
Total
shares held :
|
5,687,356 |
|
% of shares
held :
|
31.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
216,904 |
|
% of shares
held change :
|
1.19% |
|
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 |
FIXED INCOME SECURITIES INC |
435 |
- |
2023-12-31 |
299,621 |
$2,613,000 |
-4,794 |
|
BANK OF AMERICA CORP /DE/ |
3370 |
- |
2023-12-31 |
283,253 |
$2,470,000 |
-8,506 |
|
UBS Group AG |
2815 |
- |
2023-12-31 |
233,563 |
$2,037,000 |
-25,904 |
|
E&G Advisors LP |
115 |
- |
2024-03-31 |
57,942 |
$510,000 |
-1,400 |
|
GUGGENHEIM CAPITAL LLC |
1568 |
- |
2023-12-31 |
43,227 |
$377,000 |
-5,652 |
|
WEDBUSH MORGAN SECURITIES INC |
964 |
- |
2023-12-31 |
23,177 |
$202,000 |
-455 |
|
FIRST TRUST ADVISORS LP |
2305 |
- |
2023-12-31 |
18,870 |
$165,000 |
-2,507 |
|
Cypress Wealth Services LLC |
252 |
- |
2024-03-31 |
17,000 |
$150,000 |
-3,000 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3702 |
- |
2024-03-31 |
14,600 |
$129,000 |
-101,850 |
|
Geneos Wealth Management Inc. |
1689 |
- |
2024-03-31 |
709 |
$6,000 |
-6,937 |
|
Advisor Group Holdings Inc. |
6449 |
- |
2024-03-31 |
68 |
$1,000 |
-517 |
|
|
11 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
|
|
|