|
Institutional
Holders
Total
Institutions:
|
140 5 |
|
Total
shares held :
|
26,696,590 |
|
% of shares
held :
|
25.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
1,364,239 |
|
% of shares
held change :
|
1.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.59 |
|
Last
Quarter's Ending
Price :
|
$7.77 |
|
Last
Quarter's Average
Price :
|
$7.57 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.30 (3.96%) |
|
|
|
|
|
|
|
|
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/ |
1782 |
- |
2023-12-31 |
2,589,479 |
$20,120,000 |
136,380 |
|
MORGAN STANLEY |
2925 |
- |
2023-12-31 |
1,990,373 |
$15,465,000 |
257,099 |
|
KARPUS MANAGEMENT INC |
47 |
- |
2023-12-31 |
1,874,832 |
$14,567,000 |
71,306 |
|
GUGGENHEIM CAPITAL LLC |
217 |
- |
2023-12-31 |
1,708,907 |
$13,278,000 |
50,693 |
|
RAYMOND JAMES & ASSOCIATES |
1042 |
- |
2023-12-31 |
1,434,462 |
$11,146,000 |
-116,628 |
|
INVESCO LTD |
1731 |
- |
2023-12-31 |
1,408,028 |
$10,940,000 |
35,217 |
|
Cornerstone Advisors LLC |
48 |
- |
2023-12-31 |
1,391,285 |
$10,810,000 |
544,408 |
|
CNH PARTNERS LLC |
54 |
- |
2023-12-31 |
879,846 |
$6,836,000 |
483,536 |
|
Baird Financial Group Inc. |
578 |
- |
2023-12-31 |
847,489 |
$6,585,000 |
-170,445 |
|
WOLVERINE ASSET MANAGEMENT LLC |
36 |
- |
2023-12-31 |
735,561 |
$5,715,000 |
89,356 |
|
ROYAL BANK OF CANADA |
1894 |
- |
2023-12-31 |
628,662 |
$4,885,000 |
-1,447 |
|
UBS Group AG |
2062 |
- |
2023-12-31 |
601,833 |
$4,676,000 |
-25,769 |
|
FLAGSHIP HARBOR ADVISORS LLC |
76 |
- |
2024-03-31 |
551,313 |
$4,521,000 |
12,661 |
|
FIXED INCOME SECURITIES INC |
276 |
- |
2023-12-31 |
563,505 |
$4,378,000 |
40,785 |
|
Cresset Asset Management LLC |
375 |
- |
2023-12-31 |
542,434 |
$4,215,000 |
-565 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
807 |
- |
2023-12-31 |
518,106 |
$4,026,000 |
-29,720 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
73 |
- |
2023-12-31 |
462,937 |
$3,597,000 |
347,336 |
|
SAM Advisors LLC |
15 |
- |
2023-12-31 |
436,364 |
$3,369,000 |
18,848 |
|
1607 CAPITAL PARTNERS, LLC |
97 |
- |
2023-12-31 |
393,517 |
$3,058,000 |
130,867 |
|
SHAKER FINANCIAL SERVICES, LLC |
25 |
- |
2023-12-31 |
390,455 |
$3,034,000 |
144,101 |
|
LPL FINANCIAL CORP |
2131 |
- |
2023-12-31 |
347,579 |
$2,701,000 |
-62,820 |
|
Advisor Group Holdings Inc. |
1629 |
- |
2023-12-31 |
344,557 |
$2,677,000 |
-48,414 |
|
Logan Stone Capital LLC |
57 |
- |
2023-12-31 |
339,800 |
$2,640,000 |
322,039 |
|
AMERIPRISE FINANCIAL INC |
2699 |
- |
2023-12-31 |
317,597 |
$2,468,000 |
-201,283 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1476 |
- |
2023-12-31 |
298,842 |
$2,322,000 |
-2,407 |
|
WELLS FARGO & CO/MN |
2478 |
- |
2023-12-31 |
267,871 |
$2,081,000 |
24,013 |
|
Rockefeller Capital Management L.P. |
918 |
- |
2023-12-31 |
250,857 |
$1,949,000 |
34,714 |
|
FRANKLIN RESOURCES INC |
1352 |
- |
2023-12-31 |
240,163 |
$1,866,000 |
4,090 |
|
ENVESTNET ASSET MANAGEMENT INC |
2613 |
- |
2023-12-31 |
200,181 |
$1,555,000 |
-7,708 |
|
ROMAN BUTLER FULLERTON & CO |
41 |
- |
2023-12-31 |
198,306 |
$1,543,000 |
4,094 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1859 |
- |
2023-12-31 |
188,453 |
$1,464,000 |
-1,006,509 |
|
PARK AVENUE SECURITIES LLC |
516 |
- |
2024-03-31 |
171,698 |
$1,408,000 |
-1,645 |
|
MANGROVE PARTNERS |
114 |
*New |
2023-12-31 |
163,025 |
$1,267,000 |
163,025 |
|
COHEN KLINGENSTEIN, LLC |
157 |
- |
2024-03-31 |
145,960 |
$1,197,000 |
0 |
|
Private Advisor Group LLC |
1119 |
- |
2023-12-31 |
126,586 |
$984,000 |
-58 |
|
Claro Advisors LLC |
134 |
- |
2024-03-31 |
118,107 |
$968,000 |
-7,742 |
|
FINANCIAL NETWORK |
1407 |
- |
2023-12-31 |
122,614 |
$953,000 |
-22,169 |
|
FRANKLIN STREET ADVISORS INC /NC |
80 |
- |
2024-03-31 |
110,310 |
$905,000 |
0 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
225 |
- |
2024-03-31 |
110,559 |
$901,000 |
9,070 |
|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
80 |
- |
2023-12-31 |
97,569 |
$758,000 |
35,306 |
|
ELEQUIN CAPITAL LP |
21 |
- |
2023-12-31 |
96,269 |
$748,000 |
59,052 |
|
CENTAURUS FINANCIAL INC. |
291 |
- |
2023-12-31 |
94,367 |
$733,000 |
-125,479 |
|
SAXON INTERESTS INC. |
79 |
- |
2024-03-31 |
82,410 |
$676,000 |
228 |
|
PNC FINANCIAL SERVICES GROUP INC |
1364 |
- |
2023-12-31 |
82,535 |
$641,000 |
-919 |
|
Lido Advisors LLC |
704 |
- |
2023-12-31 |
74,900 |
$582,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
1947 |
- |
2023-12-31 |
62,500 |
$565,000 |
0 |
|
Quantedge Capital Pte Ltd |
70 |
*New |
2023-12-31 |
72,300 |
$562,000 |
72,300 |
|
DAVIDSON D A & CO |
908 |
- |
2023-12-31 |
70,469 |
$548,000 |
2,800 |
|
Arkadios Wealth Advisors |
|
- |
2023-12-31 |
67,872 |
$527,000 |
89 |
|
YOUNGS ADVISORY GROUP INC. |
22 |
- |
2023-12-31 |
67,090 |
$521,000 |
-4,120 |
|
Goss Wealth Management LLC |
1252 |
- |
2023-12-31 |
66,644 |
$517,000 |
35,044 |
|
Joseph P. Lucia & Associates LLC |
69 |
- |
2023-12-31 |
65,597 |
$510,000 |
-1,384 |
|
Atria Wealth Solutions Inc. |
1181 |
- |
2023-12-31 |
65,609 |
$510,000 |
-45,436 |
|
Oakmont Partners LLC |
451 |
- |
2023-12-31 |
52,830 |
$410,000 |
2,565 |
|
H D Vest Advisory Services |
1071 |
- |
2023-12-31 |
52,601 |
$409,000 |
-2,937 |
|
Spire Wealth Management |
563 |
- |
2023-12-31 |
51,810 |
$406,000 |
1,186 |
|
Centurion Wealth Management LLC |
|
- |
2023-12-31 |
51,810 |
$403,000 |
1,186 |
|
STIFEL FINANCIAL CORP |
2724 |
- |
2023-12-31 |
47,061 |
$366,000 |
-9,556 |
|
Avory & Company LLC |
24 |
- |
2023-12-31 |
45,682 |
$355,000 |
-450 |
|
J.W. COLE ADVISORS INC. |
583 |
- |
2023-12-31 |
45,616 |
$354,000 |
-1,015 |
|
CAMELOT PORTFOLIOS, LLC |
|
- |
2023-12-31 |
45,400 |
$353,000 |
45,400 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
396 |
- |
2023-12-31 |
45,100 |
$350,000 |
0 |
|
Walleye Trading Advisors LLC |
1214 |
- |
2023-12-31 |
44,220 |
$344,000 |
-6,820 |
|
CREATIVE PLANNING |
1999 |
- |
2023-12-31 |
43,324 |
$337,000 |
600 |
|
Atomi Financial Group Inc. |
381 |
- |
2023-12-31 |
43,003 |
$334,000 |
-1,302 |
|
OPPENHEIMER & CO INC |
1115 |
- |
2023-12-31 |
41,691 |
$324,000 |
4,007 |
|
Certified Advisory Corp |
215 |
- |
2023-12-31 |
39,796 |
$309,000 |
-3,608 |
|
WEISS CAPITAL LLC |
224 |
*New |
2023-12-31 |
38,532 |
$299,000 |
38,532 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4433 |
- |
2023-12-31 |
38,047 |
$296,000 |
25,566 |
|
Steward Partners Investment Advisory LLC |
1238 |
- |
2023-12-31 |
36,135 |
$281,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1387 |
- |
2023-12-31 |
36,161 |
$281,000 |
4,772 |
|
Sheaff Brock Investment Advisors LLC |
363 |
- |
2023-12-31 |
34,359 |
$267,000 |
0 |
|
KINGFISHER CAPITAL LLC |
142 |
- |
2023-12-31 |
33,643 |
$261,000 |
656 |
|
ROTHSCHILD INVESTMENT CORP /IL |
355 |
- |
2023-09-30 |
33,922 |
$259,000 |
-300 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1114 |
- |
2023-12-31 |
33,335 |
$259,000 |
2,334 |
|
Equitable Holdings Inc. |
983 |
- |
2023-12-31 |
32,407 |
$252,000 |
3,438 |
|
Twin Lakes Capital Management LLC |
71 |
- |
2023-12-31 |
32,290 |
$251,000 |
737 |
|
Keeley-Teton Advisors LLC |
334 |
- |
2023-12-31 |
30,963 |
$241,000 |
-1,200 |
|
Scissortail Wealth Management LLC |
131 |
*New |
2023-12-31 |
29,847 |
$235,000 |
29,847 |
|
Jacobi Capital Management LLC |
423 |
- |
2023-12-31 |
29,783 |
$231,000 |
224 |
|
CITIGROUP INC |
2961 |
- |
2023-12-31 |
29,606 |
$230,000 |
-23,883 |
|
HIGHTOWER ADVISORS, LLC |
2855 |
- |
2023-12-31 |
29,581 |
$229,000 |
-7,379 |
|
JANNEY MONTGOMERY SCOTT LLC |
2388 |
- |
2023-12-31 |
27,989 |
$217,000 |
4,079 |
|
Integrated Capital Management Inc. |
38 |
- |
2024-03-31 |
25,949 |
$213,000 |
2,065 |
|
Capital CS Group LLC |
73 |
- |
2024-03-31 |
25,770 |
$211,000 |
3,806 |
|
Diversified LLC |
155 |
- |
2023-12-31 |
23,566 |
$183,000 |
-519 |
|
COMERICA BANK |
2286 |
- |
2023-12-31 |
22,800 |
$177,000 |
198 |
|
Cornerstone Advisory LLP |
220 |
- |
2023-12-31 |
21,978 |
$171,000 |
78 |
|
Stratos Wealth Advisors LLC |
639 |
- |
2024-03-31 |
20,625 |
$169,000 |
625 |
|
MML INVESTORS SERVICES LLC |
2330 |
- |
2023-12-31 |
21,667 |
$168,000 |
1,960 |
|
GOFEN & GLOSSBERG LLC /IL/ |
489 |
- |
2022-12-31 |
21,000 |
$163,000 |
0 |
|
Summit Investment Advisory Services LLC |
67 |
- |
2024-03-31 |
19,859 |
$163,000 |
572 |
|
Stratos Wealth Partners LTD. |
1290 |
- |
2024-03-31 |
18,943 |
$155,000 |
-1,457 |
|
ADVISORY SERVICES NETWORK, LLC |
1420 |
- |
2023-12-31 |
18,825 |
$146,000 |
2,891 |
|
LVZ Advisors Inc. |
139 |
- |
2024-03-31 |
17,695 |
$145,000 |
-545 |
|
L.M. KOHN & COMPANY |
229 |
- |
2023-12-31 |
18,520 |
$144,000 |
-268 |
|
COMMERCE BANK N A/MO |
1147 |
- |
2023-12-31 |
18,115 |
$141,000 |
0 |
|
CTC ALTERNATIVE STRATEGIES, LTD. |
53 |
*New |
2023-12-31 |
18,084 |
$141,000 |
18,084 |
|
BB&T CORP |
2487 |
- |
2023-12-31 |
18,033 |
$140,000 |
-4,509 |
|
Cyndeo Wealth Partners LLC |
374 |
- |
2024-03-31 |
17,000 |
$139,000 |
0 |
|
|
100 Records found
|
1
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