|
Institutional
Holders
Total
Institutions:
|
79 3 |
|
Total
shares held :
|
11,325,793 |
|
% of shares
held :
|
18.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-858,704 |
|
% of shares
held change :
|
-1.38% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.19 |
|
Last
Quarter's Ending
Price :
|
$10.79 |
|
Last
Quarter's Average
Price :
|
$10.29 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.68 (6.61%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1797 |
- |
2023-12-31 |
4,334,486 |
$46,769,000 |
127,230 |
|
LPL FINANCIAL CORP |
1671 |
- |
2023-12-31 |
466,107 |
$5,029,000 |
86,022 |
|
Elevated Capital Advisors LLC |
18 |
- |
2024-03-31 |
442,022 |
$4,889,000 |
16,555 |
|
BANK OF AMERICA CORP /DE/ |
3114 |
- |
2023-12-31 |
324,540 |
$3,502,000 |
7,656 |
|
ROYAL BANK OF CANADA |
2431 |
- |
2023-12-31 |
220,477 |
$2,378,000 |
9,120 |
|
WESTCHESTER CAPITAL MANAGEMENT, LLC |
142 |
- |
2023-12-31 |
160,166 |
$1,728,000 |
51,396 |
|
GraniteShares Advisors LLC |
30 |
- |
2024-03-31 |
155,777 |
$1,723,000 |
19,824 |
|
WELLS FARGO & CO/MN |
2754 |
- |
2023-12-31 |
126,906 |
$1,369,000 |
19,423 |
|
MATRIX PRIVATE CAPITAL GROUP LLC |
27 |
- |
2023-12-31 |
101,487 |
$1,095,000 |
17 |
|
BB&T CORP |
1672 |
- |
2023-12-31 |
75,738 |
$817,000 |
32,354 |
|
ENVESTNET ASSET MANAGEMENT INC |
3069 |
- |
2023-12-31 |
72,096 |
$778,000 |
38,508 |
|
Goss Wealth Management LLC |
1099 |
- |
2023-12-31 |
64,957 |
$701,000 |
29,659 |
|
Moloney Securities Asset Management LLC |
|
- |
2024-03-31 |
58,244 |
$644,000 |
7,369 |
|
MELFA WEALTH MANAGEMENT LLC |
62 |
- |
2024-03-31 |
52,863 |
$585,000 |
137 |
|
JANNEY MONTGOMERY SCOTT LLC |
1951 |
- |
2024-03-31 |
47,198 |
$522,000 |
1,938 |
|
J P MORGAN CHASE & CO |
3707 |
- |
2023-12-31 |
44,061 |
$475,000 |
8,679 |
|
Kestra Advisory Services LLC |
1863 |
- |
2023-12-31 |
26,432 |
$285,000 |
7,179 |
|
BCJ Capital Management LLC |
274 |
- |
2023-12-31 |
20,754 |
$224,000 |
63 |
|
HRT FINANCIAL LLC |
1633 |
- |
2023-12-31 |
18,515 |
$199,000 |
5,471 |
|
Focused Wealth Management Inc |
164 |
- |
2023-12-31 |
13,028 |
$141,000 |
94 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3093 |
- |
2024-03-31 |
11,635 |
$129,000 |
876 |
|
Steward Partners Investment Advisory LLC |
1983 |
- |
2023-12-31 |
4,666 |
$50,000 |
44 |
|
Spire Wealth Management |
1340 |
- |
2024-03-31 |
3,041 |
$34,000 |
1,758 |
|
AdvisorNet Financial Inc |
1403 |
- |
2024-03-31 |
556 |
$6,000 |
6 |
|
|
24 Records found
|
1
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Page 1 of 1 |
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