|
Institutional
Holders
Total
Institutions:
|
152 9 |
|
Total
shares held :
|
65,307,018 |
|
% of shares
held :
|
72.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
62 |
|
Amount
of shares held :
|
-648,755 |
|
% of shares
held change :
|
-0.72% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Forum Financial Management LP |
10 |
- |
2024-03-31 |
6,080,822 |
$163,817,000 |
-113,268 |
|
Carlson Capital Management |
4 |
- |
2024-03-31 |
3,827,944 |
$103,125,000 |
-1,292,818 |
|
HIGHTOWER ADVISORS, LLC |
246 |
- |
2024-03-31 |
1,956,475 |
$52,701,000 |
-5,177 |
|
SATOVSKY ASSET MANAGEMENT LLC |
4 |
- |
2024-03-31 |
891,022 |
$24,004,000 |
-7,939 |
|
LIBERTY WEALTH MANAGEMENT LLC |
21 |
- |
2024-03-31 |
257,966 |
$6,953,000 |
-1,689 |
|
Silicon Hills Wealth Management LLC |
9 |
- |
2023-06-30 |
270,002 |
$6,610,000 |
-1,168 |
|
AE Wealth Management LLC |
288 |
- |
2024-03-31 |
192,236 |
$5,179,000 |
-141,168 |
|
Waterfront Wealth Inc. |
19 |
- |
2024-03-31 |
160,411 |
$4,183,000 |
-1,283 |
|
JANE STREET GROUP LLC |
1510 |
- |
2024-03-31 |
144,958 |
$3,905,000 |
-573,932 |
|
EQIS CAPITAL MANAGEMENT, INC. |
58 |
- |
2024-03-31 |
142,401 |
$3,836,000 |
-4,672 |
|
RCS Financial Planning LLC |
18 |
- |
2024-03-31 |
79,779 |
$2,149,000 |
-10,696 |
|
NWAM LLC |
163 |
- |
2024-03-31 |
57,426 |
$1,542,000 |
-281 |
|
MRAZ, AMERINE & ASSOCIATES, INC. |
63 |
- |
2024-03-31 |
51,772 |
$1,395,000 |
-5,293 |
|
Glass Jacobson Investment Advisors llc |
61 |
- |
2024-03-31 |
50,322 |
$1,356,000 |
-4,692 |
|
Global Trust Asset Management LLC |
47 |
- |
2024-03-31 |
50,025 |
$1,348,000 |
-100 |
|
Schubert & Co |
13 |
- |
2024-03-31 |
36,706 |
$989,000 |
-557 |
|
Apollon Wealth Management LLC |
489 |
- |
2024-03-31 |
35,548 |
$958,000 |
-752 |
|
WEALTHSOURCE PARTNERS LLC |
240 |
- |
2023-12-31 |
29,218 |
$750,000 |
-282 |
|
CREATIVE PLANNING |
1633 |
- |
2024-03-31 |
24,823 |
$669,000 |
-883 |
|
SageView Advisory Group LLC |
263 |
- |
2024-03-31 |
24,576 |
$662,000 |
-364 |
|
Advisor Group Holdings Inc. |
2915 |
- |
2024-03-31 |
18,701 |
$504,000 |
-729 |
|
Strategic Investment Solutions Inc. /IL |
85 |
- |
2023-12-31 |
16,227 |
$416,000 |
-757,838 |
|
Birchcreek Wealth Management LLC |
102 |
- |
2024-03-31 |
14,784 |
$398,000 |
-328 |
|
Gemmer Asset Management LLC |
99 |
- |
2024-03-31 |
12,594 |
$339,000 |
-1,705 |
|
Hutchens & Kramer Investment Management Group LLC |
104 |
- |
2024-03-31 |
10,698 |
$288,000 |
-1,456 |
|
Unison Advisors LLC |
171 |
- |
2024-03-31 |
10,119 |
$273,000 |
-281 |
|
Annapolis Financial Services LLC |
83 |
- |
2024-03-31 |
9,956 |
$268,000 |
-11,489 |
|
Robertson Stephens Wealth Management LLC |
442 |
- |
2024-03-31 |
9,396 |
$253,000 |
-24,365 |
|
EnRich Financial Partners LLC |
46 |
- |
2024-03-31 |
8,603 |
$232,000 |
-482 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2996 |
- |
2024-03-31 |
8,423 |
$227,000 |
-1,218 |
|
B.O.S.S. Retirement Advisors LLC |
121 |
- |
2024-03-31 |
8,067 |
$207,000 |
-219 |
|
COMERICA BANK |
2792 |
- |
2024-03-31 |
1,561 |
$42,000 |
-4 |
|
Emerald Investment Partners LLC |
375 |
- |
2024-03-31 |
1,151 |
$31,000 |
-383 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
453 |
- |
2024-03-31 |
251 |
$7,000 |
-282 |
|
|
34 Records found
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1
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