|
Institutional
Holders
Total
Institutions:
|
85 4 |
|
Total
shares held :
|
7,220,255 |
|
% of shares
held :
|
19.59% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-177,445 |
|
% of shares
held change :
|
-0.48% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.89 |
|
Last
Quarter's Ending
Price :
|
$12.66 |
|
Last
Quarter's Average
Price :
|
$12.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.95 (7.79%) |
|
|
|
|
|
|
|
|
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/ |
2156 |
- |
2023-12-31 |
1,003,688 |
$12,707,000 |
-20,195 |
|
MARBLE HARBOR INVESTMENT COUNSEL LLC |
33 |
- |
2024-03-31 |
670,072 |
$8,731,000 |
-77,681 |
|
GUGGENHEIM CAPITAL LLC |
462 |
- |
2023-12-31 |
488,194 |
$6,181,000 |
-42,526 |
|
WHITE PINE CAPITAL LLC |
7 |
- |
2023-12-31 |
395,625 |
$5,009,000 |
-49,769 |
|
COHEN & STEERS INC |
140 |
- |
2023-12-31 |
390,258 |
$4,941,000 |
-25,000 |
|
WELLS FARGO & CO/MN |
2536 |
- |
2024-03-31 |
161,658 |
$2,106,000 |
-3,450 |
|
LPL FINANCIAL CORP |
2657 |
- |
2024-03-31 |
128,919 |
$1,680,000 |
-5,044 |
|
UBS Group AG |
2994 |
- |
2023-12-31 |
131,966 |
$1,671,000 |
-19,760 |
|
Advisor Group Holdings Inc. |
1846 |
- |
2024-03-31 |
124,388 |
$1,621,000 |
-84,178 |
|
LeJeune Puetz Investment Counsel LLC |
85 |
- |
2023-03-31 |
85,225 |
$966,000 |
-947 |
|
Garner Asset Management Corp |
69 |
- |
2023-12-31 |
65,364 |
$855,000 |
-3,709 |
|
Capital Investment Advisors LLC |
317 |
- |
2024-03-31 |
60,700 |
$791,000 |
-4,386 |
|
Tactive Advisors LLC |
40 |
- |
2023-12-31 |
44,095 |
$558,000 |
-2,368 |
|
Ballew Advisors Inc |
62 |
- |
2024-03-31 |
42,176 |
$554,000 |
-3,244 |
|
Virtus ETF Advisers LLC |
160 |
- |
2023-12-31 |
33,738 |
$427,000 |
-11,020 |
|
ROYAL BANK OF CANADA |
4181 |
- |
2023-12-31 |
21,711 |
$275,000 |
-2,008 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
20,142 |
$255,000 |
-1,075 |
|
OXBOW ADVISORS, LLC |
208 |
- |
2024-03-31 |
15,522 |
$202,000 |
-1,400 |
|
RAYMOND JAMES & ASSOCIATES |
3571 |
- |
2024-03-31 |
14,837 |
$193,000 |
-2,908 |
|
WEDBUSH MORGAN SECURITIES INC |
975 |
- |
2023-12-31 |
15,111 |
$191,000 |
-2,039 |
|
Fortitude Advisory Group L.L.C. |
198 |
- |
2024-03-31 |
14,382 |
$187,000 |
-1,000 |
|
ENVESTNET ASSET MANAGEMENT INC |
3856 |
- |
2023-12-31 |
11,888 |
$151,000 |
-91,611 |
|
AVIANCE CAPITAL PARTNERS, LLC |
312 |
- |
2024-03-31 |
10,937 |
$143,000 |
-2,272 |
|
Hennion & Walsh Asset Management Inc. |
818 |
- |
2024-03-31 |
10,275 |
$134,000 |
-169 |
|
Kestra Advisory Services LLC |
2155 |
- |
2023-12-31 |
10,383 |
$131,000 |
-3,000 |
|
|
25 Records found
|
1
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Page 1 of 1 |
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