|
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 :
|
|
|
0.47 (6.21%) |
|
|
|
|
|
|
|
|
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 |
1063 |
- |
2024-03-31 |
1,457,324 |
$11,950,000 |
22,862 |
|
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 |
|
WOLVERINE ASSET MANAGEMENT LLC |
36 |
- |
2023-12-31 |
735,561 |
$5,715,000 |
89,356 |
|
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 |
|
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 |
|
Logan Stone Capital LLC |
57 |
- |
2023-12-31 |
339,800 |
$2,640,000 |
322,039 |
|
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 |
|
ROMAN BUTLER FULLERTON & CO |
41 |
- |
2023-12-31 |
198,306 |
$1,543,000 |
4,094 |
|
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 |
|
SAXON INTERESTS INC. |
79 |
- |
2024-03-31 |
82,410 |
$676,000 |
228 |
|
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 |
|
Goss Wealth Management LLC |
1252 |
- |
2023-12-31 |
66,644 |
$517,000 |
35,044 |
|
Centurion Wealth Management LLC |
|
- |
2023-12-31 |
51,810 |
$403,000 |
1,186 |
|
CAMELOT PORTFOLIOS, LLC |
|
- |
2023-12-31 |
45,400 |
$353,000 |
45,400 |
|
CREATIVE PLANNING |
1999 |
- |
2023-12-31 |
43,324 |
$337,000 |
600 |
|
OPPENHEIMER & CO INC |
1115 |
- |
2023-12-31 |
41,691 |
$324,000 |
4,007 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4433 |
- |
2023-12-31 |
38,047 |
$296,000 |
25,566 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1387 |
- |
2023-12-31 |
36,161 |
$281,000 |
4,772 |
|
KINGFISHER CAPITAL LLC |
142 |
- |
2023-12-31 |
33,643 |
$261,000 |
656 |
|
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 |
|
Jacobi Capital Management LLC |
423 |
- |
2023-12-31 |
29,783 |
$231,000 |
224 |
|
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 |
|
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 |
|
Summit Investment Advisory Services LLC |
67 |
- |
2024-03-31 |
19,859 |
$163,000 |
572 |
|
ADVISORY SERVICES NETWORK, LLC |
1420 |
- |
2023-12-31 |
18,825 |
$146,000 |
2,891 |
|
Wealth Management Solutions LLC |
78 |
- |
2023-09-30 |
17,458 |
$133,000 |
960 |
|
Tyche Wealth Partners LLC |
276 |
- |
2024-03-31 |
12,099 |
$99,000 |
14 |
|
Kestra Advisory Services LLC |
2179 |
- |
2023-12-31 |
12,665 |
$98,000 |
12,665 |
|
CFO4Life Group LLC |
|
- |
2023-12-31 |
12,021 |
$93,000 |
275 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
293 |
- |
2024-03-31 |
9,500 |
$78,000 |
6,000 |
|
Financial Synergies Wealth Advisors Inc. |
114 |
- |
2024-03-31 |
7,832 |
$64,000 |
7,832 |
|
Parallel Advisors LLC |
1966 |
- |
2023-12-31 |
2,433 |
$19,000 |
1,508 |
|
ICA Group Wealth Management LLC |
784 |
- |
2023-12-31 |
2,002 |
$16,000 |
2,002 |
|
SOA Wealth Advisors LLC. |
482 |
- |
2024-03-31 |
1,815 |
$15,000 |
16 |
|
Global Retirement Partners LLC |
2198 |
- |
2024-03-31 |
982 |
$8,000 |
21 |
|
HANSON MCCLAIN, INC. |
2229 |
- |
2024-03-31 |
914 |
$7,000 |
208 |
|
TOWER RESEARCH CAPITAL LLC |
5808 |
- |
2023-12-31 |
16 |
$0 |
16 |
|
|
59 Records found
|
1
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