|
Institutional
Holders
Total
Institutions:
|
31 2 |
|
Total
shares held :
|
3,217,204 |
|
% of shares
held :
|
9.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
-65,184 |
|
% of shares
held change :
|
-0.19% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.31 |
|
Last
Quarter's Ending
Price :
|
$30.21 |
|
Last
Quarter's Average
Price :
|
$28.92 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.89 (13.46%) |
|
|
|
|
|
|
|
|
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/ |
1480 |
- |
2023-12-31 |
1,009,633 |
$30,501,000 |
-1,393 |
|
ROYAL BANK OF CANADA |
1087 |
- |
2023-12-31 |
723,320 |
$21,851,000 |
-29,333 |
|
AMERIPRISE FINANCIAL INC |
1867 |
- |
2023-12-31 |
280,772 |
$8,506,000 |
58,465 |
|
LPL FINANCIAL CORP |
1366 |
- |
2023-12-31 |
268,232 |
$8,103,000 |
24,706 |
|
Dynamic Advisors Solutions LLC |
100 |
- |
2024-03-31 |
219,262 |
$7,197,000 |
-20,874 |
|
FLOW TRADERS U.S. LLC |
108 |
- |
2023-12-31 |
139,573 |
$4,217,000 |
-59,679 |
|
CITADEL ADVISORS LLC |
1778 |
- |
2023-12-31 |
125,807 |
$3,801,000 |
46,939 |
|
Aaron Wealth Advisors |
38 |
- |
2024-03-31 |
83,982 |
$2,757,000 |
-4,496 |
|
JANE STREET GROUP LLC |
2194 |
- |
2023-12-31 |
81,268 |
$2,455,000 |
12,781 |
|
OLD MISSION CAPITAL LLC |
237 |
- |
2023-12-31 |
77,153 |
$2,331,000 |
5,621 |
|
Kaydan Wealth Management Inc. |
37 |
- |
2024-03-31 |
29,481 |
$968,000 |
-147 |
|
Sweet Financial Partners LLC |
91 |
- |
2024-03-31 |
23,130 |
$759,000 |
-295 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3313 |
*New |
2023-12-31 |
22,666 |
$685,000 |
22,666 |
|
ENVESTNET ASSET MANAGEMENT INC |
3342 |
*New |
2023-12-31 |
15,613 |
$472,000 |
15,613 |
|
MORGAN STANLEY |
5214 |
- |
2023-12-31 |
13,569 |
$410,000 |
-4,090 |
|
MML INVESTORS SERVICES LLC |
1916 |
*New |
2023-12-31 |
12,296 |
$371,000 |
12,296 |
|
Atria Wealth Solutions Inc. |
1447 |
*New |
2023-12-31 |
10,502 |
$317,000 |
10,502 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
10,311 |
$311,000 |
0 |
|
Whitaker-Myers Wealth Managers LTD. |
73 |
- |
2024-03-31 |
9,366 |
$307,000 |
84 |
|
COMERICA BANK |
2084 |
- |
2023-12-31 |
10,074 |
$304,000 |
-49 |
|
AJ WEALTH STRATEGIES LLC |
234 |
- |
2023-06-30 |
10,311 |
$299,000 |
-552 |
|
Change Path LLC |
504 |
- |
2023-12-31 |
9,712 |
$293,000 |
-645 |
|
Advisor Group Holdings Inc. |
3979 |
- |
2023-12-31 |
5,997 |
$181,000 |
69 |
|
PNC FINANCIAL SERVICES GROUP INC |
2661 |
- |
2023-12-31 |
3,090 |
$93,000 |
0 |
|
UBS Group AG |
4968 |
- |
2023-12-31 |
3,060 |
$92,000 |
-2,230 |
|
Goss Wealth Management LLC |
2168 |
- |
2023-12-31 |
1,931 |
$58,000 |
-305 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
883 |
- |
2023-12-31 |
650 |
$20,000 |
1 |
|
Tradition Wealth Management LLC |
871 |
- |
2023-12-31 |
548 |
$17,000 |
-21 |
|
CWM LLC |
3069 |
- |
2024-03-31 |
470 |
$15,000 |
0 |
|
FMR LLC |
4766 |
*New |
2023-12-31 |
7 |
$0 |
7 |
|
BANK OF MONTREAL /CAN/ |
3502 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,143 |
|
ANGELES WEALTH MANAGEMENT LLC |
269 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,875 |
|
WELLS FARGO & CO/MN |
6770 |
- |
2023-12-31 |
1 |
$0 |
-10,719 |
|
PROEQUITIES INC. |
8711 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
34 Records found
|
1
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