|
Institutional
Holders
Total
Institutions:
|
164 1 |
|
Total
shares held :
|
30,289,862 |
|
% of shares
held :
|
19.6% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
732,491 |
|
% of shares
held change :
|
0.47% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$14.03 |
|
Last
Quarter's Ending
Price :
|
$14.87 |
|
Last
Quarter's Average
Price :
|
$13.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.34 (16.76%) |
|
|
|
|
|
|
|
|
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/ |
998 |
- |
2023-12-31 |
4,600,990 |
$68,417,000 |
3,173 |
|
UBS Group AG |
600 |
- |
2023-12-31 |
4,080,352 |
$60,675,000 |
-84,371 |
|
MORGAN STANLEY |
1586 |
- |
2023-12-31 |
3,854,728 |
$57,320,000 |
43,327 |
|
WELLS FARGO & CO/MN |
780 |
- |
2023-12-31 |
2,691,388 |
$40,021,000 |
107,730 |
|
ROYAL BANK OF CANADA |
983 |
- |
2023-12-31 |
1,762,681 |
$26,211,000 |
61,804 |
|
RAYMOND JAMES & ASSOCIATES |
771 |
- |
2023-12-31 |
1,254,897 |
$18,660,000 |
-153,970 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
611 |
- |
2023-12-31 |
924,233 |
$13,743,000 |
-200,183 |
|
Bensler LLC |
|
- |
2023-12-31 |
883,061 |
$13,131,000 |
65,291 |
|
LPL FINANCIAL CORP |
1088 |
- |
2023-12-31 |
878,929 |
$13,070,000 |
93,896 |
|
GUGGENHEIM CAPITAL LLC |
332 |
- |
2023-12-31 |
623,274 |
$9,268,000 |
-41,904 |
|
McGowan Group Asset Management Inc. |
22 |
- |
2023-12-31 |
599,321 |
$8,912,000 |
63,228 |
|
FIXED INCOME SECURITIES INC |
162 |
- |
2023-12-31 |
497,379 |
$7,396,000 |
-2,036 |
|
Stratos Wealth Partners LTD. |
|
- |
2023-12-31 |
386,523 |
$5,748,000 |
3,692 |
|
MULTIFINANCIAL SECURITIES CORP |
251 |
- |
2023-12-31 |
369,705 |
$5,498,000 |
-82,330 |
|
Advisor Group Holdings Inc. |
1158 |
- |
2023-12-31 |
360,341 |
$5,358,000 |
-95,213 |
|
Apollon Wealth Management LLC |
109 |
- |
2023-12-31 |
334,432 |
$4,973,000 |
57,987 |
|
Rockefeller Capital Management L.P. |
635 |
- |
2023-12-31 |
334,111 |
$4,968,000 |
55,543 |
|
J P MORGAN CHASE & CO |
2508 |
- |
2023-12-31 |
302,161 |
$4,493,000 |
295,923 |
|
STIFEL FINANCIAL CORP |
1223 |
- |
2023-12-31 |
271,717 |
$4,040,000 |
75,838 |
|
AMERIPRISE FINANCIAL INC |
2448 |
- |
2023-12-31 |
267,872 |
$3,983,000 |
-26,062 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
566 |
- |
2023-09-30 |
270,758 |
$3,810,000 |
3,997 |
|
SHAKER FINANCIAL SERVICES, LLC |
13 |
- |
2023-12-31 |
252,444 |
$3,779,000 |
252,444 |
|
BB&T CORP |
982 |
- |
2023-12-31 |
241,386 |
$3,589,000 |
9,378 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
224,532 |
$3,339,000 |
-5,351 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1000 |
- |
2023-12-31 |
186,303 |
$2,770,000 |
-900 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1455 |
- |
2023-12-31 |
185,519 |
$2,759,000 |
-8,453 |
|
JANNEY MONTGOMERY SCOTT LLC |
977 |
- |
2023-12-31 |
180,879 |
$2,690,000 |
-2,389 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
103 |
*New |
2023-12-31 |
174,654 |
$2,597,000 |
174,654 |
|
Pointe Capital Management LLC |
12 |
- |
2023-12-31 |
153,019 |
$2,275,000 |
100 |
|
SAVANT CAPITAL MANAGEMENT INC |
279 |
- |
2023-12-31 |
143,776 |
$2,138,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
348 |
- |
2023-12-31 |
139,102 |
$2,083,000 |
-1,357 |
|
PBWM Holdings LLC |
35 |
- |
2023-03-31 |
129,550 |
$1,814,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
|
- |
2023-12-31 |
112,570 |
$1,674,000 |
-9,470 |
|
HIGHTOWER ADVISORS, LLC |
1513 |
- |
2023-12-31 |
110,671 |
$1,645,000 |
4,137 |
|
FINANCIAL NETWORK |
1109 |
- |
2023-12-31 |
102,975 |
$1,531,000 |
1,507 |
|
PNC FINANCIAL SERVICES GROUP INC |
992 |
- |
2023-12-31 |
98,997 |
$1,472,000 |
-42,100 |
|
Meridian Wealth Advisors LLC |
60 |
- |
2023-12-31 |
97,222 |
$1,446,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1208 |
- |
2023-12-31 |
97,192 |
$1,445,000 |
-430 |
|
AVIANCE CAPITAL PARTNERS, LLC |
85 |
- |
2023-12-31 |
92,224 |
$1,371,000 |
-16,984 |
|
KARPUS MANAGEMENT INC |
186 |
*New |
2023-12-31 |
89,658 |
$1,333,000 |
89,658 |
|
Steward Partners Investment Advisory LLC |
660 |
- |
2023-12-31 |
81,334 |
$1,209,000 |
6,884 |
|
LAKE STREET FINANCIAL LLC |
123 |
- |
2023-12-31 |
77,700 |
$1,155,000 |
750 |
|
CAPTRUST FINANCIAL ADVISORS |
1180 |
- |
2023-12-31 |
76,242 |
$1,134,000 |
-5,108 |
|
CALAMOS WEALTH MANAGEMENT LLC |
137 |
- |
2023-12-31 |
61,970 |
$921,000 |
-13,410 |
|
Goss Wealth Management LLC |
960 |
- |
2023-12-31 |
60,845 |
$913,000 |
1,101 |
|
Consolidated Planning Corp |
94 |
- |
2023-12-31 |
58,384 |
$868,000 |
-9,687 |
|
HARBOUR INVESTMENTS INC. |
398 |
- |
2023-12-31 |
57,570 |
$856,000 |
1,000 |
|
COMERICA BANK |
1623 |
- |
2023-12-31 |
54,670 |
$813,000 |
-3,770 |
|
Palogic Value Management L.P. |
83 |
- |
2023-12-31 |
51,000 |
$758,000 |
-2,000 |
|
CONNING ASSET MANAGEMENT CO. |
173 |
- |
2023-12-31 |
47,350 |
$704,000 |
1,012 |
|
Private Advisor Group LLC |
1298 |
- |
2023-12-31 |
46,572 |
$693,000 |
-4,410 |
|
M&T BANK CORP |
1007 |
- |
2023-12-31 |
46,027 |
$684,000 |
0 |
|
WEDBUSH MORGAN SECURITIES INC |
448 |
- |
2023-12-31 |
45,735 |
$680,000 |
-900 |
|
Atria Wealth Solutions Inc. |
1064 |
- |
2023-12-31 |
43,567 |
$650,000 |
18,540 |
|
9258 Wealth Management LLC |
157 |
- |
2023-12-31 |
41,855 |
$622,000 |
-1,419 |
|
Quad-Cities Investment Group LLC |
70 |
- |
2023-12-31 |
39,089 |
$584,000 |
572 |
|
Lifeworks Advisors LLC |
109 |
- |
2023-12-31 |
37,284 |
$554,000 |
0 |
|
JMAC ENTERPRISES LLC |
|
- |
2023-12-31 |
37,212 |
$553,000 |
408 |
|
RAYMOND JAMES TRUST CO |
669 |
- |
2023-12-31 |
35,185 |
$523,000 |
-1,185 |
|
Arete Wealth Advisors LLC |
394 |
- |
2023-12-31 |
34,846 |
$518,000 |
668 |
|
OPPENHEIMER & CO INC |
982 |
- |
2023-12-31 |
31,814 |
$473,000 |
1,137 |
|
GOLDMAN SACHS GROUP INC/ |
3858 |
- |
2023-12-31 |
31,646 |
$471,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
922 |
- |
2023-12-31 |
31,413 |
$467,000 |
-4,552 |
|
Integrated Wealth Concepts LLC |
1031 |
- |
2023-12-31 |
30,325 |
$451,000 |
3,140 |
|
GPS Wealth Strategies Group LLC |
160 |
- |
2023-12-31 |
30,165 |
$449,000 |
0 |
|
ALLIANCEBERNSTEIN L.P. |
2654 |
*New |
2023-12-31 |
30,000 |
$446,000 |
30,000 |
|
Canal Capital Management LLC |
|
- |
2023-12-31 |
28,400 |
$422,000 |
0 |
|
Cornerstone Advisors LLC |
291 |
*New |
2023-12-31 |
28,100 |
$418,000 |
28,100 |
|
David J Yvars Group |
39 |
- |
2023-12-31 |
26,931 |
$404,000 |
-18,078 |
|
XML Financial LLC |
238 |
- |
2023-12-31 |
26,128 |
$389,000 |
0 |
|
WEALTHTRUST AXIOM LLC |
153 |
- |
2023-12-31 |
26,174 |
$389,000 |
0 |
|
DAVIDSON D A & CO |
1045 |
- |
2023-12-31 |
25,230 |
$375,000 |
-3,000 |
|
Kestra Advisory Services LLC |
1708 |
- |
2023-12-31 |
24,496 |
$364,000 |
4,656 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1498 |
- |
2023-12-31 |
24,358 |
$362,000 |
8,180 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
473 |
- |
2023-12-31 |
24,287 |
$361,000 |
-600 |
|
ELCO Management Co. LLC |
98 |
- |
2023-12-31 |
24,200 |
$360,000 |
-100 |
|
Snowden Capital Advisors LLC |
840 |
- |
2023-12-31 |
23,501 |
$349,000 |
2,596 |
|
Stonebrook Private Inc. |
133 |
- |
2023-12-31 |
23,241 |
$346,000 |
0 |
|
Blue Chip Partners Inc. |
107 |
*New |
2023-12-31 |
23,221 |
$345,000 |
23,221 |
|
Capital CS Group LLC |
34 |
- |
2023-12-31 |
22,798 |
$339,000 |
-935 |
|
Game Plan Financial Advisors LLC |
61 |
- |
2022-12-31 |
25,000 |
$336,000 |
0 |
|
Strategies Wealth Advisors LLC |
|
*New |
2023-12-31 |
22,440 |
$334,000 |
22,440 |
|
SMITH MOORE & CO. |
313 |
- |
2023-12-31 |
22,350 |
$332,000 |
-1,000 |
|
Atomi Financial Group Inc. |
396 |
- |
2023-12-31 |
21,499 |
$320,000 |
2,714 |
|
Baird Financial Group Inc. |
1491 |
- |
2023-12-31 |
21,406 |
$318,000 |
1,255 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
914 |
- |
2023-12-31 |
21,210 |
$315,000 |
-9,043 |
|
Cresset Asset Management LLC |
1446 |
- |
2023-12-31 |
20,997 |
$313,000 |
4,411 |
|
Cyndeo Wealth Partners LLC |
308 |
- |
2023-12-31 |
20,818 |
$310,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3587 |
- |
2023-12-31 |
20,630 |
$307,000 |
-5,602 |
|
Grey Street Capital LLC |
102 |
- |
2023-12-31 |
20,282 |
$304,000 |
0 |
|
OLD NATIONAL BANCORP /IN/ |
484 |
- |
2023-12-31 |
20,075 |
$299,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
369 |
- |
2023-12-31 |
20,017 |
$298,000 |
-1,000 |
|
GOODWIN DANIEL L |
67 |
- |
2023-09-30 |
20,825 |
$293,000 |
5,325 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1819 |
- |
2023-12-31 |
19,617 |
$292,000 |
-12,846 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
155 |
- |
2023-12-31 |
18,706 |
$278,000 |
211 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
|
- |
2023-12-31 |
18,666 |
$278,000 |
0 |
|
Dynamic Advisors Solutions LLC |
749 |
- |
2023-12-31 |
18,527 |
$271,000 |
-922 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
18,115 |
$269,000 |
18,115 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
|
- |
2023-12-31 |
18,008 |
$268,000 |
57 |
|
ASSET MANAGEMENT CORP /IL/ /ADV |
103 |
- |
2023-03-31 |
18,872 |
$264,000 |
-4,671 |
|
|
100 Records found
|
1
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