|
Institutional
Holders
Total
Institutions:
|
38 2 |
|
Total
shares held :
|
7,236,237 |
|
% of shares
held :
|
32.83% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
40,691 |
|
% of shares
held change :
|
0.18% |
|
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 |
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
192 |
*New |
2023-12-31 |
55,395 |
$102,000 |
55,395 |
|
Steward Financial Group LLC |
132 |
*New |
2023-09-30 |
40,874 |
$58,000 |
40,874 |
|
Sigma Planning Corp |
814 |
*New |
2023-12-31 |
28,550 |
$53,000 |
28,550 |
|
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
115 |
*New |
2022-12-31 |
14,228 |
$30,000 |
14,228 |
|
RENAISSANCE TECHNOLOGIES LLC |
3563 |
*New |
2023-12-31 |
12,000 |
$22,000 |
12,000 |
|
VIRTU FINANCIAL LLC |
1305 |
*New |
2023-12-31 |
11,347 |
$21,000 |
11,347 |
|
RAYMOND JAMES & ASSOCIATES |
3784 |
*New |
2024-03-31 |
10,000 |
$18,000 |
10,000 |
|
ADVISORY SERVICES NETWORK, LLC |
3043 |
*New |
2023-12-31 |
2,500 |
$5,000 |
2,500 |
|
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8 Records found
|
1
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Page 1 of 1 |
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