|
Institutional
Holders
Total
Institutions:
|
54 4 |
|
Total
shares held :
|
3,082,780 |
|
% of shares
held :
|
3.43% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-292,972 |
|
% of shares
held change :
|
-0.33% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
2024 |
- |
2023-12-31 |
316,516 |
$14,893,000 |
233,565 |
|
ENVESTNET ASSET MANAGEMENT INC |
1377 |
- |
2023-12-31 |
232,530 |
$10,941,000 |
24,425 |
|
PRINCIPAL SECURITIES INC. |
83 |
- |
2024-03-31 |
162,258 |
$7,780,000 |
23,716 |
|
Disciplina Capital Management LLC |
15 |
- |
2023-12-31 |
105,469 |
$4,963,000 |
26,572 |
|
FDX ADVISORS, INC. |
|
- |
2024-03-31 |
98,165 |
$4,707,000 |
115 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1604 |
- |
2024-03-31 |
47,473 |
$2,276,000 |
47,473 |
|
H D Vest Advisory Services |
627 |
- |
2024-03-31 |
30,710 |
$1,473,000 |
4,770 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1646 |
- |
2024-03-31 |
23,107 |
$1,108,000 |
1,909 |
|
Advisor Group Holdings Inc. |
2231 |
- |
2024-03-31 |
23,076 |
$1,106,000 |
864 |
|
HOLLENCREST SECURITIES LLC |
178 |
- |
2024-03-31 |
13,224 |
$634,000 |
155 |
|
BB&T CORP |
1813 |
- |
2023-12-31 |
13,263 |
$624,000 |
4,092 |
|
FINANCIAL NETWORK |
1863 |
- |
2023-12-31 |
10,734 |
$505,000 |
794 |
|
HSBC HOLDINGS PLC |
1782 |
- |
2023-12-31 |
7,147 |
$336,000 |
240 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3255 |
- |
2024-03-31 |
6,103 |
$293,000 |
6,103 |
|
US BANCORP |
1925 |
- |
2024-03-31 |
4,789 |
$230,000 |
9 |
|
Kestra Advisory Services LLC |
2066 |
- |
2023-12-31 |
4,458 |
$210,000 |
215 |
|
CAROLINAS WEALTH CONSULTING LLC |
352 |
- |
2023-12-31 |
961 |
$45,000 |
46 |
|
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17 Records found
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1
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