|
Institutional
Holders
Total
Institutions:
|
58 0 |
|
Total
shares held :
|
2,994,265 |
|
% of shares
held :
|
20.59% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
201,079 |
|
% of shares
held change :
|
1.38% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.06 |
|
Last
Quarter's Ending
Price :
|
$23.64 |
|
Last
Quarter's Average
Price :
|
$21.97 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.77 (12.61%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
KARPUS MANAGEMENT INC |
41 |
- |
2023-12-31 |
712,026 |
$16,832,000 |
64,196 |
|
Cornerstone Advisors LLC |
103 |
- |
2023-12-31 |
251,110 |
$5,936,000 |
25,389 |
|
STIFEL FINANCIAL CORP |
1164 |
- |
2023-12-31 |
189,534 |
$4,481,000 |
-1,196 |
|
BANK OF AMERICA CORP /DE/ |
2992 |
- |
2023-12-31 |
174,120 |
$4,116,000 |
22,782 |
|
UBS Group AG |
2170 |
- |
2023-12-31 |
173,613 |
$4,104,000 |
886 |
|
1607 CAPITAL PARTNERS, LLC |
86 |
- |
2023-12-31 |
172,658 |
$4,082,000 |
17,058 |
|
FLAGSHIP HARBOR ADVISORS LLC |
127 |
- |
2024-03-31 |
106,873 |
$2,670,000 |
9,452 |
|
MORGAN STANLEY |
4254 |
- |
2023-12-31 |
108,524 |
$2,566,000 |
9,670 |
|
LPL FINANCIAL CORP |
2272 |
- |
2023-12-31 |
97,660 |
$2,309,000 |
-12,026 |
|
FIRST TRUST ADVISORS LP |
1693 |
- |
2023-12-31 |
87,985 |
$2,080,000 |
-5,119 |
|
WELLS FARGO & CO/MN |
2484 |
- |
2023-12-31 |
86,901 |
$2,054,000 |
13,122 |
|
FIXED INCOME SECURITIES INC |
547 |
- |
2023-12-31 |
80,931 |
$1,913,000 |
3,420 |
|
BBK Capital Partners LLC |
47 |
- |
2023-12-31 |
77,660 |
$1,836,000 |
-2,737 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1015 |
- |
2024-03-31 |
65,994 |
$1,649,000 |
6,756 |
|
CNH PARTNERS LLC |
227 |
- |
2023-12-31 |
53,665 |
$1,269,000 |
33,755 |
|
Advisor Group Holdings Inc. |
2306 |
- |
2023-12-31 |
51,542 |
$1,218,000 |
-8,964 |
|
AMERIPRISE FINANCIAL INC |
3040 |
- |
2023-12-31 |
50,266 |
$1,188,000 |
1,777 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
472 |
- |
2024-03-31 |
46,347 |
$1,158,000 |
46,197 |
|
Hennion & Walsh Asset Management Inc. |
410 |
- |
2024-03-31 |
42,334 |
$1,058,000 |
10,615 |
|
RAYMOND JAMES & ASSOCIATES |
2537 |
- |
2024-03-31 |
42,300 |
$1,057,000 |
-762 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2135 |
- |
2024-03-31 |
34,725 |
$867,000 |
-1,395 |
|
ROYAL BANK OF CANADA |
3190 |
- |
2023-12-31 |
36,544 |
$864,000 |
2,233 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1870 |
- |
2024-03-31 |
32,225 |
$805,000 |
-759 |
|
GUGGENHEIM CAPITAL LLC |
1321 |
- |
2023-12-31 |
28,927 |
$684,000 |
-7,030 |
|
PNC FINANCIAL SERVICES GROUP INC |
1458 |
- |
2023-12-31 |
23,405 |
$553,000 |
3,445 |
|
Rockefeller Capital Management L.P. |
1378 |
- |
2023-12-31 |
18,223 |
$431,000 |
4,723 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
122 |
- |
2024-03-31 |
17,170 |
$429,000 |
-200 |
|
HOLLENCREST SECURITIES LLC |
|
- |
2024-03-31 |
16,365 |
$409,000 |
0 |
|
BB&T CORP |
2087 |
- |
2023-12-31 |
16,580 |
$392,000 |
-1,078 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
502 |
- |
2023-12-31 |
15,637 |
$370,000 |
15,637 |
|
Joel Isaacson & Co. LLC |
|
- |
2024-03-31 |
13,928 |
$348,000 |
66 |
|
SILVER OAK SECURITIES Inc |
348 |
- |
2023-12-31 |
14,527 |
$343,000 |
1,830 |
|
NBC SECURITIES INC. |
583 |
- |
2024-03-31 |
12,654 |
$316,000 |
-317 |
|
Mutual Advisors LLC |
|
- |
2024-03-31 |
12,175 |
$304,000 |
272 |
|
Oakmont Partners LLC |
583 |
- |
2024-03-31 |
11,840 |
$296,000 |
210 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
10,811 |
$270,000 |
-379 |
|
CI Private Wealth LLC |
1911 |
- |
2023-12-31 |
11,302 |
$267,000 |
1,450 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3377 |
- |
2024-03-31 |
10,233 |
$256,000 |
424 |
|
INVESCO LTD |
3382 |
- |
2023-12-31 |
10,177 |
$241,000 |
-7 |
|
COMERICA BANK |
2362 |
- |
2023-12-31 |
6,152 |
$145,000 |
287 |
|
Steward Partners Investment Advisory LLC |
1625 |
- |
2023-12-31 |
4,800 |
$113,000 |
0 |
|
Goss Wealth Management LLC |
1948 |
- |
2023-12-31 |
4,043 |
$96,000 |
-21 |
|
Ahrens Investment Partners LLC |
231 |
*New |
2023-03-31 |
4,017 |
$89,000 |
4,017 |
|
WOLVERINE ASSET MANAGEMENT LLC |
640 |
- |
2023-12-31 |
3,324 |
$79,000 |
3,324 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1948 |
- |
2023-12-31 |
2,620 |
$62,000 |
2,620 |
|
Parallel Advisors LLC |
1349 |
- |
2023-12-31 |
2,558 |
$60,000 |
1,384 |
|
JONES FINANCIAL COMPANIES LLLP |
513 |
*New |
2023-12-31 |
1,570 |
$37,000 |
1,570 |
|
ANCORA ADVISORS, LLC |
1015 |
- |
2023-12-31 |
1,325 |
$31,000 |
0 |
|
GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
1,007 |
$25,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1792 |
- |
2023-12-31 |
1,004 |
$24,000 |
0 |
|
Aspire Private Capital LLC |
341 |
- |
2024-03-31 |
665 |
$17,000 |
0 |
|
Beacon Capital Management LLC |
530 |
- |
2023-12-31 |
468 |
$10,000 |
5 |
|
Spire Wealth Management |
1838 |
*New |
2024-03-31 |
300 |
$7,000 |
300 |
|
HANSON MCCLAIN, INC. |
2257 |
- |
2024-03-31 |
289 |
$7,000 |
7 |
|
ADVISORY SERVICES NETWORK, LLC |
3020 |
*New |
2023-12-31 |
255 |
$6,000 |
255 |
|
CFG ASSET MANAGEMENT LLC |
316 |
*New |
2023-12-31 |
200 |
$5,000 |
200 |
|
IAG Wealth Partners LLC |
423 |
*New |
2024-03-31 |
20 |
$1,000 |
20 |
|
Stratos Wealth Partners LTD. |
1362 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,840 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
CWM LLC |
4489 |
*Closed |
2024-03-31 |
0 |
$0 |
-840 |
|
FMR LLC |
5123 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
ELEQUIN CAPITAL LP |
456 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,613 |
|
MARINER WEALTH ADVISORS, LLC |
3171 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,634 |
|
|
63 Records found
|
1
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