| |
Institutional
Holders
Total
Institutions:
 |
103  6 |
|
|
Total
shares held :
|
44,984,102 |
|
|
% of shares
held :
|
57.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
-8,073,212 |
|
|
% of shares
held change :
|
-10.26% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$18.54 |
|
|
Last
Quarter's Ending
Price :
|
$20.96 |
|
|
Last
Quarter's Average
Price :
|
$19.52 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.80 (19.47%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
13
|
150,403
|
0.33%
|
|
 |
Increased
Positions : |
33
|
1,859,141
|
4.13%
|
|
|
|
Unchanged
Positions : |
22
|
3,150,157
|
7%
|
|
|
|
Decreased
Positions : |
35
|
-9,354,206
|
-20.79%
|
|
|
|
Closed
Positions : |
19
|
-728,550
|
-1.62%
|
|
|
|
Guru
Positions : |
1
|
29,966,920
|
66.62%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
1788 |
- |
2023-12-31 |
2,252,191 |
$47,206,000 |
74,867 |
|
| Congress Wealth Management LLC / DE / |
46 |
- |
2024-03-31 |
1,230,375 |
$27,979,000 |
16,657 |
|
| J P MORGAN CHASE & CO |
1426 |
- |
2023-12-31 |
1,232,190 |
$25,827,000 |
1,140,980 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1267 |
- |
2023-12-31 |
640,281 |
$13,420,000 |
18,683 |
|
| GOLDMAN SACHS GROUP INC/ |
2038 |
- |
2023-12-31 |
496,058 |
$10,397,000 |
3,064 |
|
| RIVERFRONT INVESTMENT GROUP, LLC |
58 |
- |
2024-03-31 |
424,913 |
$9,662,000 |
33,812 |
|
| LPL FINANCIAL CORP |
1562 |
- |
2023-12-31 |
286,559 |
$6,006,000 |
51,038 |
|
| Waterfront Wealth Inc. |
15 |
- |
2023-12-31 |
236,929 |
$4,966,000 |
1,108 |
|
| BANK OF MONTREAL /CAN/ |
1063 |
- |
2023-12-31 |
227,926 |
$4,798,000 |
188,857 |
|
| RENAISSANCE TECHNOLOGIES LLC |
1517 |
- |
2023-12-31 |
182,800 |
$3,831,000 |
140,100 |
|
| Equitable Holdings Inc. |
287 |
- |
2023-12-31 |
160,043 |
$3,355,000 |
18,392 |
|
| Aspen Grove Capital LLC |
18 |
- |
2023-12-31 |
152,472 |
$3,196,000 |
2,304 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1535 |
- |
2023-12-31 |
137,767 |
$2,888,000 |
89,993 |
|
| GREENWOOD CAPITAL ASSOCIATES LLC |
75 |
- |
2024-03-31 |
124,747 |
$2,837,000 |
60,104 |
|
| STIFEL FINANCIAL CORP |
1536 |
- |
2023-12-31 |
115,757 |
$2,426,000 |
4,756 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1230 |
- |
2024-03-31 |
73,358 |
$1,668,000 |
4,002 |
|
| Qube Research & Technologies Ltd |
1554 |
- |
2023-12-31 |
56,622 |
$1,187,000 |
38,022 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
96 |
- |
2023-12-31 |
53,654 |
$1,125,000 |
5,829 |
|
| Financial Advocates Investment Management |
|
- |
2024-03-31 |
18,816 |
$773,000 |
10,431 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1130 |
- |
2023-12-31 |
33,628 |
$705,000 |
33,628 |
|
| FMR LLC |
2480 |
- |
2023-12-31 |
28,733 |
$602,000 |
3,687 |
|
| MONOGRAPH WEALTH ADVISORS LLC |
58 |
- |
2023-12-31 |
24,176 |
$507,000 |
100 |
|
| MARINER WEALTH ADVISORS, LLC |
2010 |
- |
2023-12-31 |
21,470 |
$450,000 |
363 |
|
| HRT FINANCIAL LLC |
1462 |
- |
2023-12-31 |
15,012 |
$314,000 |
1,574 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2872 |
- |
2024-03-31 |
12,048 |
$274,000 |
40 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2349 |
- |
2023-12-31 |
7,135 |
$150,000 |
1,288 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
|
- |
2024-03-31 |
4,333 |
$99,000 |
568 |
|
| Capital Investment Advisory Services LLC |
712 |
- |
2024-03-31 |
1,368 |
$31,000 |
968 |
|
| CWM LLC |
2693 |
- |
2024-03-31 |
1,176 |
$27,000 |
204 |
|
| Coastal Investment Advisors Inc. |
621 |
- |
2024-03-31 |
1,019 |
$23,000 |
1,019 |
|
| Raleigh Capital Management Inc. |
512 |
- |
2023-12-31 |
646 |
$14,000 |
113 |
|
| PROEQUITIES INC. |
|
- |
2024-03-31 |
526 |
$12,000 |
526 |
|
| Tradition Wealth Management LLC |
1120 |
- |
2023-12-31 |
291 |
$6,000 |
5 |
|
| ORG Partners LLC |
829 |
- |
2023-12-31 |
88 |
$2,000 |
88 |
|
|
34 Records found
|
1
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