|
Institutional
Holders
Total
Institutions:
|
41 4 |
|
Total
shares held :
|
2,643,334 |
|
% of shares
held :
|
17.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
107,710 |
|
% of shares
held change :
|
0.71% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.10 |
|
Last
Quarter's Ending
Price :
|
$16.92 |
|
Last
Quarter's Average
Price :
|
$15.84 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.48 (3.03%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
1607 CAPITAL PARTNERS, LLC |
44 |
- |
2023-12-31 |
555,531 |
$9,400,000 |
84,433 |
|
GUGGENHEIM CAPITAL LLC |
467 |
- |
2023-12-31 |
359,871 |
$6,089,000 |
-14,297 |
|
AMERIPRISE FINANCIAL INC |
2524 |
- |
2023-12-31 |
203,666 |
$3,444,000 |
-57,772 |
|
Hennion & Walsh Asset Management Inc. |
156 |
- |
2023-12-31 |
185,893 |
$3,145,000 |
47,624 |
|
KARPUS MANAGEMENT INC |
146 |
- |
2023-12-31 |
166,949 |
$2,825,000 |
-61,472 |
|
MORGAN STANLEY |
4200 |
- |
2023-12-31 |
166,343 |
$2,815,000 |
-3,893 |
|
BANK OF AMERICA CORP /DE/ |
3555 |
- |
2023-12-31 |
113,900 |
$1,927,000 |
-29,676 |
|
VAN ECK ASSOCIATES CORP |
806 |
- |
2023-12-31 |
112,019 |
$1,895,000 |
17,645 |
|
RETIREMENT PLANNING GROUP |
73 |
- |
2024-03-31 |
89,754 |
$1,489,000 |
0 |
|
MELFA WEALTH MANAGEMENT LLC |
|
- |
2023-12-31 |
87,109 |
$1,474,000 |
70 |
|
RAYMOND JAMES & ASSOCIATES |
2393 |
- |
2023-12-31 |
71,361 |
$1,207,000 |
-5,999 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1885 |
- |
2023-12-31 |
67,137 |
$1,136,000 |
1,994 |
|
LPL FINANCIAL CORP |
3115 |
- |
2023-12-31 |
51,343 |
$869,000 |
178 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
288 |
*New |
2023-12-31 |
44,364 |
$751,000 |
44,364 |
|
UBS Group AG |
3659 |
- |
2023-12-31 |
42,671 |
$722,000 |
1,489 |
|
ROYAL BANK OF CANADA |
3354 |
- |
2023-12-31 |
42,419 |
$718,000 |
-3,001 |
|
WELLS FARGO & CO/MN |
3355 |
- |
2023-12-31 |
28,902 |
$489,000 |
1,584 |
|
Palumbo Wealth Management LLC |
|
*New |
2023-12-31 |
26,520 |
$449,000 |
26,520 |
|
PROSPERA FINANCIAL SERVICES |
703 |
- |
2023-12-31 |
26,455 |
$448,000 |
5,418 |
|
Moors & Cabot Inc. |
499 |
- |
2023-12-31 |
26,000 |
$440,000 |
-14,000 |
|
Legacy Financial Strategies LLC |
63 |
- |
2024-03-31 |
23,261 |
$386,000 |
202 |
|
Keudell/Morrison Wealth Management |
137 |
- |
2023-12-31 |
20,406 |
$345,000 |
-13,638 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2993 |
- |
2023-12-31 |
20,130 |
$341,000 |
4,685 |
|
HIGHTOWER ADVISORS, LLC |
2663 |
- |
2023-12-31 |
17,135 |
$289,000 |
-2,544 |
|
ANCORA ADVISORS, LLC |
604 |
- |
2023-12-31 |
14,500 |
$245,000 |
0 |
|
INVESCO LTD |
3396 |
- |
2023-12-31 |
13,623 |
$231,000 |
-13,372 |
|
Sonora Investment Management Group LLC |
206 |
*New |
2023-12-31 |
13,500 |
$228,000 |
13,500 |
|
CREATIVE PLANNING |
2419 |
- |
2023-12-31 |
11,882 |
$201,000 |
0 |
|
Mutual Advisors LLC |
956 |
- |
2023-12-31 |
10,000 |
$169,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
985 |
- |
2023-12-31 |
7,448 |
$126,000 |
0 |
|
ELEQUIN CAPITAL LP |
166 |
*New |
2023-12-31 |
6,268 |
$106,000 |
6,268 |
|
PRIVATE TRUST CO NA |
|
- |
2023-12-31 |
5,000 |
$85,000 |
0 |
|
TCTC HOLDINGS, LLC |
277 |
- |
2023-12-31 |
3,904 |
$66,000 |
0 |
|
WOLVERINE ASSET MANAGEMENT LLC |
673 |
*New |
2023-12-31 |
3,042 |
$51,000 |
3,042 |
|
Steward Partners Investment Advisory LLC |
2054 |
- |
2023-12-31 |
2,548 |
$43,000 |
80 |
|
Pineridge Advisors LLC |
|
- |
2023-12-31 |
1,828 |
$31,000 |
0 |
|
Farther Finance Advisors LLC |
1509 |
- |
2023-12-31 |
780 |
$13,000 |
-1,546 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
748 |
*New |
2023-12-31 |
503 |
$9,000 |
503 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1136 |
*New |
2023-12-31 |
450 |
$8,000 |
450 |
|
PROEQUITIES INC. |
1730 |
- |
2023-12-31 |
480 |
$8,000 |
0 |
|
Key Financial Inc |
958 |
- |
2023-12-31 |
275 |
$5,000 |
0 |
|
Advisor Group Holdings Inc. |
6175 |
- |
2023-12-31 |
194 |
$3,000 |
-13 |
|
Flaharty Asset Management LLC |
264 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,800 |
|
J P MORGAN CHASE & CO |
6079 |
*Closed |
2023-12-31 |
0 |
$0 |
-411 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3205 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,866 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
1120 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,283 |
|
|
46 Records found
|
1
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