| |
Institutional
Holders
Total
Institutions:
 |
39  9 |
|
|
Total
shares held :
|
4,376,183 |
|
|
% of shares
held :
|
33.13% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-34 |
|
|
Amount
of shares held :
|
-1,827,296 |
|
|
% of shares
held change :
|
-13.83% |
|
| 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 |
  MORGAN STANLEY |
1664 |
- |
2023-12-31 |
2,081,712 |
$52,876,000 |
-842,245 |
|
| UBS Group AG |
1128 |
- |
2023-12-31 |
723,680 |
$18,381,000 |
-133,576 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
995 |
- |
2023-12-31 |
237,985 |
$6,045,000 |
-38,200 |
|
| JANE STREET GROUP LLC |
1890 |
- |
2023-12-31 |
129,003 |
$3,277,000 |
-20,812 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
126,575 |
$3,215,000 |
-15,645 |
|
| OLD MISSION CAPITAL LLC |
215 |
- |
2023-12-31 |
104,595 |
$2,657,000 |
21,657 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1419 |
- |
2023-12-31 |
101,607 |
$2,581,000 |
-8,006 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1495 |
- |
2023-12-31 |
100,155 |
$2,544,000 |
-17,846 |
|
| TOWNSQUARE CAPITAL LLC |
405 |
- |
2023-12-31 |
82,417 |
$2,093,000 |
-240,711 |
|
| RAYMOND JAMES & ASSOCIATES |
2081 |
- |
2023-12-31 |
78,457 |
$1,993,000 |
-11,136 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
942 |
- |
2024-03-31 |
75,508 |
$1,975,000 |
-50,350 |
|
| LPL FINANCIAL CORP |
2454 |
- |
2023-12-31 |
72,454 |
$1,840,000 |
-48,753 |
|
| NORDEN GROUP LLC |
383 |
*New |
2024-03-31 |
70,244 |
$1,814,000 |
70,244 |
|
| ROYAL BANK OF CANADA |
2781 |
- |
2023-12-31 |
58,323 |
$1,482,000 |
-20,662 |
|
| FINANCIAL NETWORK |
1229 |
- |
2023-12-31 |
49,674 |
$1,262,000 |
-2,380 |
|
| Park Edge Advisors LLC |
37 |
- |
2024-03-31 |
46,900 |
$1,226,000 |
-20,657 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2974 |
- |
2023-12-31 |
36,221 |
$920,000 |
984 |
|
| Morton Capital Management LLC/CA |
47 |
- |
2024-03-31 |
28,208 |
$738,000 |
78 |
|
| CITADEL ADVISORS LLC |
3234 |
- |
2023-12-31 |
28,354 |
$720,000 |
-55,311 |
|
| DFPG INVESTMENTS INC. |
366 |
- |
2023-12-31 |
23,002 |
$575,000 |
-32,999 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
761 |
- |
2023-12-31 |
17,889 |
$454,000 |
0 |
|
| Rockefeller Capital Management L.P. |
1394 |
- |
2023-12-31 |
15,879 |
$403,000 |
-456 |
|
| LINCOLN NATIONAL CORP |
769 |
- |
2023-12-31 |
14,814 |
$376,000 |
-1,529 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2494 |
- |
2023-12-31 |
12,927 |
$328,000 |
-232 |
|
| Private Advisor Group LLC |
1807 |
- |
2023-12-31 |
11,298 |
$287,000 |
0 |
|
| DRIVE WEALTH MANAGEMENT LLC |
|
- |
2023-12-31 |
10,872 |
$279,000 |
-6,317 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
198 |
- |
2023-12-31 |
10,826 |
$275,000 |
-670 |
|
| Aptus Capital Advisors LLC |
473 |
- |
2023-12-31 |
10,826 |
$275,000 |
-2,170 |
|
| FirstPurpose Wealth LLC |
186 |
- |
2023-09-30 |
8,638 |
$205,000 |
-168 |
|
| AYRSHIRE ASSOCIATES INC |
210 |
- |
2023-12-31 |
5,462 |
$140,000 |
0 |
|
| Advisor Group Holdings Inc. |
4244 |
- |
2023-12-31 |
4,864 |
$124,000 |
-6,624 |
|
| Steward Partners Investment Advisory LLC |
1867 |
- |
2023-12-31 |
2,498 |
$63,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1642 |
- |
2023-12-31 |
887 |
$23,000 |
-5,792 |
|
| COMERICA BANK |
3037 |
- |
2023-12-31 |
564 |
$14,000 |
-185 |
|
| AllSquare Wealth Management LLC |
396 |
- |
2023-12-31 |
275 |
$7,000 |
0 |
|
| CWM LLC |
3491 |
- |
2024-03-31 |
279 |
$7,000 |
155 |
|
| MCF Advisors LLC |
682 |
- |
2024-03-31 |
234 |
$6,000 |
234 |
|
| WELLS FARGO & CO/MN |
5256 |
*New |
2023-12-31 |
184 |
$5,000 |
184 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
1346 |
- |
2024-03-31 |
140 |
$4,000 |
0 |
|
| Sunbelt Securities Inc. |
1478 |
- |
2024-03-31 |
70 |
$2,000 |
0 |
|
| PROVENCE WEALTH MANAGEMENT GROUP |
408 |
- |
2023-12-31 |
25 |
$1,000 |
-576 |
|
| PROEQUITIES INC. |
4991 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| BARTLETT & CO. LLC |
1215 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,903 |
|
| BAKER TILLY FINANCIAL LLC |
472 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,743 |
|
| Global Retirement Partners LLC |
3427 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,714 |
|
| Acorn Wealth Advisors LLC |
194 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,506 |
|
| AMERIPRISE FINANCIAL INC |
3944 |
*Closed |
2023-12-31 |
0 |
$0 |
-182,210 |
|
| US BANCORP |
4033 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,536 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
1180 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,903 |
|
|
49 Records found
|
1
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