|
Institutional
Holders
Total
Institutions:
|
166 4 |
|
Total
shares held :
|
33,755,692 |
|
% of shares
held :
|
22.59% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
1,076,866 |
|
% of shares
held change :
|
0.72% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.65 |
|
Last
Quarter's Ending
Price :
|
$12.19 |
|
Last
Quarter's Average
Price :
|
$11.57 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.83 (15.82%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RAYMOND JAMES & ASSOCIATES |
692 |
- |
2024-03-31 |
1,786,923 |
$23,873,000 |
95,114 |
|
INVESCO LTD |
1354 |
- |
2023-12-31 |
1,746,468 |
$21,289,000 |
273,037 |
|
WELLS FARGO & CO/MN |
1133 |
- |
2023-12-31 |
1,492,901 |
$18,198,000 |
122,236 |
|
RFG Advisory Group LLC |
26 |
- |
2024-03-31 |
1,257,307 |
$16,798,000 |
3,621 |
|
Cornerstone Advisors LLC |
41 |
- |
2023-12-31 |
1,040,550 |
$12,684,000 |
798,583 |
|
GUGGENHEIM CAPITAL LLC |
299 |
- |
2023-12-31 |
850,515 |
$10,368,000 |
96,109 |
|
MATRIX PRIVATE CAPITAL GROUP LLC |
5 |
- |
2023-12-31 |
603,127 |
$7,352,000 |
13,845 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
973 |
- |
2024-03-31 |
502,836 |
$6,718,000 |
39,907 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
606 |
- |
2024-03-31 |
498,788 |
$6,664,000 |
1,479 |
|
Baird Financial Group Inc. |
593 |
- |
2023-12-31 |
516,345 |
$6,294,000 |
58,834 |
|
STIFEL FINANCIAL CORP |
1069 |
- |
2023-12-31 |
435,210 |
$5,305,000 |
27,127 |
|
Heron Bay Capital Management |
35 |
- |
2023-12-31 |
370,006 |
$4,510,000 |
169,158 |
|
AMERIPRISE FINANCIAL INC |
2411 |
- |
2023-12-31 |
343,895 |
$4,193,000 |
1,947 |
|
HIGHTOWER ADVISORS, LLC |
1094 |
- |
2023-12-31 |
308,051 |
$3,750,000 |
17 |
|
CoreCap Advisors LLC |
82 |
- |
2023-12-31 |
306,448 |
$3,736,000 |
25,995 |
|
Rockefeller Capital Management L.P. |
738 |
- |
2023-12-31 |
279,212 |
$3,404,000 |
11,975 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1447 |
- |
2024-03-31 |
235,461 |
$3,146,000 |
3,925 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
99 |
- |
2023-12-31 |
227,104 |
$2,768,000 |
202,148 |
|
IHT Wealth Management LLC |
176 |
- |
2023-12-31 |
211,540 |
$2,579,000 |
3,174 |
|
COHEN & STEERS INC |
194 |
- |
2023-12-31 |
205,617 |
$2,506,000 |
20,000 |
|
JANNEY MONTGOMERY SCOTT LLC |
1130 |
- |
2024-03-31 |
158,002 |
$2,111,000 |
15,604 |
|
Pointe Capital Management LLC |
16 |
- |
2023-12-31 |
151,620 |
$1,848,000 |
6 |
|
COMERICA BANK |
1212 |
- |
2023-12-31 |
150,394 |
$1,833,000 |
35,825 |
|
SHAKER FINANCIAL SERVICES, LLC |
51 |
- |
2023-12-31 |
146,778 |
$1,789,000 |
69,942 |
|
Merit Financial Group LLC |
252 |
- |
2023-12-31 |
113,412 |
$1,382,000 |
1,007 |
|
Flow State Investments L.P. |
33 |
- |
2023-12-31 |
107,447 |
$1,310,000 |
94,801 |
|
RAYMOND JAMES TRUST CO |
405 |
- |
2024-03-31 |
97,309 |
$1,300,000 |
4,689 |
|
FINANCIAL NETWORK |
1241 |
- |
2023-12-31 |
101,885 |
$1,242,000 |
14,229 |
|
Golden Green Inc. |
30 |
- |
2023-09-30 |
103,233 |
$1,191,000 |
3,194 |
|
PNC FINANCIAL SERVICES GROUP INC |
1154 |
- |
2023-12-31 |
78,912 |
$962,000 |
12,680 |
|
Gladstone Institutional Advisory LLC |
302 |
- |
2023-12-31 |
75,445 |
$920,000 |
1,204 |
|
Lido Advisors LLC |
572 |
- |
2023-12-31 |
75,105 |
$916,000 |
1,557 |
|
Goss Wealth Management LLC |
966 |
- |
2023-12-31 |
74,285 |
$907,000 |
16,757 |
|
WEALTH EFFECTS LLC |
69 |
- |
2024-03-31 |
62,697 |
$838,000 |
157 |
|
Kingsview Wealth Management LLC |
543 |
- |
2023-12-31 |
61,674 |
$752,000 |
878 |
|
Summit Investment Advisory Services LLC |
34 |
- |
2024-03-31 |
43,853 |
$586,000 |
638 |
|
Stratos Wealth Advisors LLC |
449 |
- |
2024-03-31 |
39,148 |
$523,000 |
72 |
|
David J Yvars Group |
41 |
- |
2024-03-31 |
37,884 |
$507,000 |
158 |
|
Strait & Sound Wealth Management LLC |
65 |
- |
2023-12-31 |
36,297 |
$441,000 |
547 |
|
MULTIFINANCIAL SECURITIES CORP |
1263 |
- |
2023-12-31 |
32,173 |
$392,000 |
3,654 |
|
AE Wealth Management LLC |
1567 |
- |
2023-12-31 |
31,488 |
$390,000 |
1,801 |
|
COMMERCE BANK N A/MO |
935 |
- |
2023-12-31 |
31,576 |
$385,000 |
833 |
|
CREATIVE PLANNING |
1901 |
- |
2023-12-31 |
31,288 |
$381,000 |
9,733 |
|
Kestra Advisory Services LLC |
1771 |
- |
2023-12-31 |
26,958 |
$329,000 |
1,325 |
|
MML INVESTORS SERVICES LLC |
2007 |
- |
2023-12-31 |
26,006 |
$317,000 |
831 |
|
M HOLDINGS SECURITIES, INC. |
171 |
- |
2023-12-31 |
23,536 |
$287,000 |
44 |
|
Strategic Financial Concepts LLC |
250 |
- |
2024-03-31 |
19,500 |
$261,000 |
19,500 |
|
Lane & Associates LLC |
98 |
- |
2024-03-31 |
19,291 |
$258,000 |
479 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1420 |
- |
2023-12-31 |
20,437 |
$249,000 |
1,640 |
|
MONOGRAPH WEALTH ADVISORS LLC |
99 |
- |
2023-12-31 |
18,269 |
$223,000 |
3 |
|
Onyx Bridge Wealth Group LLC |
224 |
- |
2023-12-31 |
17,114 |
$209,000 |
354 |
|
HARBOUR INVESTMENTS INC. |
844 |
- |
2023-12-31 |
16,854 |
$205,000 |
4,300 |
|
Garden State Investment Advisory Services LLC |
194 |
- |
2023-12-31 |
16,658 |
$203,000 |
2,063 |
|
Fortitude Advisory Group L.L.C. |
197 |
- |
2023-12-31 |
16,260 |
$198,000 |
4 |
|
U.S. Capital Wealth Advisors LLC |
630 |
- |
2023-12-31 |
15,200 |
$185,000 |
430 |
|
BROWN ADVISORY HOLDINGS INC |
1192 |
- |
2024-03-31 |
12,951 |
$173,000 |
19 |
|
Wealth Alliance |
495 |
- |
2023-12-31 |
12,620 |
$154,000 |
7 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
12,505 |
$152,000 |
12,505 |
|
Edmonds Duncan Registered Investment Advisors LLC |
130 |
- |
2024-03-31 |
11,235 |
$150,000 |
188 |
|
Parallel Advisors LLC |
942 |
- |
2023-12-31 |
11,695 |
$143,000 |
5,096 |
|
DUDLEY CAPITAL MANAGEMENT LLC |
105 |
- |
2023-12-31 |
11,472 |
$140,000 |
82 |
|
SMITH MOORE & CO. |
399 |
- |
2023-12-31 |
11,453 |
$140,000 |
234 |
|
CWM LLC |
1673 |
- |
2024-03-31 |
10,400 |
$139,000 |
568 |
|
Farther Finance Advisors LLC |
1040 |
- |
2023-12-31 |
4,113 |
$50,000 |
85 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
746 |
- |
2023-12-31 |
3,638 |
$44,000 |
9 |
|
ANTONETTI CAPITAL MANAGEMENT LLC |
111 |
- |
2023-09-30 |
3,769 |
$43,000 |
61 |
|
J P MORGAN CHASE & CO |
4772 |
- |
2023-12-31 |
3,396 |
$41,000 |
580 |
|
Twin Lakes Capital Management LLC |
154 |
- |
2023-12-31 |
2,799 |
$34,000 |
58 |
|
Princeton Global Asset Management LLC |
315 |
- |
2024-03-31 |
2,413 |
$32,000 |
200 |
|
FinTrust Capital Advisors LLC |
723 |
- |
2024-03-31 |
1,311 |
$18,000 |
24 |
|
Spire Wealth Management |
1565 |
- |
2024-03-31 |
1,258 |
$17,000 |
258 |
|
|
71 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|