|
Institutional
Holders
Total
Institutions:
|
34 1 |
|
Total
shares held :
|
1,348,596 |
|
% of shares
held :
|
10.79% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-102,513 |
|
% of shares
held change :
|
-0.82% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
VALLEY FINANCIAL MANAGEMENT INC. |
3 |
- |
2023-06-30 |
433,662 |
$13,272,000 |
25,625 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
466 |
- |
2024-03-31 |
297,427 |
$9,715,000 |
1,898 |
|
RAYMOND JAMES & ASSOCIATES |
1437 |
- |
2024-03-31 |
188,777 |
$6,166,000 |
34,664 |
|
OLD MISSION CAPITAL LLC |
268 |
- |
2023-12-31 |
59,731 |
$1,901,000 |
22,277 |
|
JANE STREET GROUP LLC |
2495 |
- |
2023-12-31 |
59,102 |
$1,881,000 |
36,048 |
|
Cedar Wealth Management LLC |
27 |
- |
2023-12-31 |
49,499 |
$1,576,000 |
61 |
|
HARBOUR INVESTMENTS INC. |
340 |
- |
2023-12-31 |
34,945 |
$1,112,000 |
2,950 |
|
MARINER WEALTH ADVISORS, LLC |
1407 |
- |
2023-12-31 |
32,476 |
$1,034,000 |
1,640 |
|
RAYMOND JAMES TRUST CO |
489 |
- |
2024-03-31 |
29,189 |
$953,000 |
3,922 |
|
BANK OF MONTREAL /CAN/ |
1823 |
- |
2023-12-31 |
22,107 |
$707,000 |
14,767 |
|
HIGHTOWER ADVISORS, LLC |
2250 |
- |
2023-12-31 |
16,021 |
$511,000 |
3,466 |
|
BEACON FINANCIAL GROUP |
267 |
- |
2023-12-31 |
9,166 |
$292,000 |
5 |
|
FINANCIAL NETWORK |
2335 |
- |
2023-12-31 |
8,153 |
$260,000 |
400 |
|
BANK OF AMERICA CORP /DE/ |
5357 |
- |
2023-12-31 |
2,590 |
$82,000 |
589 |
|
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14 Records found
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1
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