|
Institutional
Holders
Total
Institutions:
|
23 2 |
|
Total
shares held :
|
1,308,499 |
|
% of shares
held :
|
1.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
1,029,016 |
|
% of shares
held change :
|
1.14% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FRANKLIN RESOURCES INC |
561 |
- |
2023-12-31 |
1,023,540 |
$37,802,000 |
1,001,015 |
|
LPL FINANCIAL CORP |
2102 |
- |
2024-03-31 |
80,180 |
$3,238,000 |
26,963 |
|
Advisor Group Holdings Inc. |
1902 |
- |
2024-03-31 |
37,797 |
$1,527,000 |
-1,761 |
|
Cetera Investment Advisers |
910 |
- |
2023-12-31 |
40,022 |
$1,478,000 |
-2,138 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2105 |
- |
2024-03-31 |
36,473 |
$1,473,000 |
3,932 |
|
ENVESTNET ASSET MANAGEMENT INC |
2750 |
- |
2023-12-31 |
34,068 |
$1,258,000 |
-1,488 |
|
JANE STREET GROUP LLC |
3362 |
- |
2023-12-31 |
23,181 |
$856,000 |
11,991 |
|
BANK OF NEW YORK MELLON CORP |
3368 |
- |
2024-03-31 |
14,663 |
$592,000 |
2,566 |
|
J P MORGAN CHASE & CO |
3777 |
- |
2024-03-31 |
11,494 |
$464,000 |
3,384 |
|
OLD MISSION CAPITAL LLC |
666 |
- |
2023-12-31 |
11,193 |
$413,000 |
-3,260 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2794 |
- |
2024-03-31 |
6,444 |
$260,000 |
779 |
|
Stratos Wealth Partners LTD. |
1198 |
- |
2024-03-31 |
5,785 |
$234,000 |
0 |
|
Total Clarity Wealth Management Inc. |
250 |
*New |
2024-03-31 |
5,095 |
$206,000 |
5,095 |
|
BANK OF AMERICA CORP /DE/ |
5157 |
- |
2023-12-31 |
3,797 |
$140,000 |
-93 |
|
BANK OF MONTREAL /CAN/ |
2769 |
*New |
2023-12-31 |
3,555 |
$132,000 |
3,555 |
|
UBS Group AG |
5307 |
- |
2023-12-31 |
1,221 |
$45,000 |
27 |
|
Global Retirement Partners LLC |
1506 |
- |
2024-03-31 |
942 |
$38,000 |
0 |
|
Geneos Wealth Management Inc. |
1212 |
- |
2024-03-31 |
820 |
$33,000 |
235 |
|
HANSON MCCLAIN, INC. |
1702 |
*New |
2024-03-31 |
553 |
$22,000 |
553 |
|
HARBOUR INVESTMENTS INC. |
2208 |
- |
2023-12-31 |
220 |
$8,000 |
0 |
|
Tidemark LLC |
488 |
- |
2023-12-31 |
173 |
$6,000 |
0 |
|
Archer Investment Corp |
930 |
- |
2024-03-31 |
18 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2256 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
5995 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Koshinski Asset Management Inc. |
596 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,010 |
|
|
25 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
|
|
|