|
Institutional
Holders
Total
Institutions:
|
39 1 |
|
Total
shares held :
|
1,760,945 |
|
% of shares
held :
|
21.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-633,790 |
|
% of shares
held change :
|
-7.8% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.31 |
|
Last
Quarter's Ending
Price :
|
$11.73 |
|
Last
Quarter's Average
Price :
|
$10.56 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.83 (7.86%) |
|
|
|
|
|
|
|
|
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/ |
3089 |
- |
2023-12-31 |
305,083 |
$3,579,000 |
39,159 |
|
PRIVATE MANAGEMENT GROUP INC |
114 |
- |
2023-12-31 |
296,558 |
$3,479,000 |
1,567 |
|
STEPHENS INC /AR/ |
552 |
- |
2023-12-31 |
79,270 |
$930,000 |
4,966 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
76 |
- |
2024-03-31 |
75,336 |
$906,000 |
2,077 |
|
WELLS FARGO & CO/MN |
3028 |
- |
2023-12-31 |
74,718 |
$876,000 |
5,024 |
|
180 WEALTH ADVISORS LLC |
144 |
- |
2024-03-31 |
69,699 |
$838,000 |
11,016 |
|
Cornerstone Advisors LLC |
290 |
- |
2023-12-31 |
38,471 |
$451,000 |
17,642 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
124 |
- |
2024-03-31 |
35,222 |
$423,000 |
903 |
|
J P MORGAN CHASE & CO |
4874 |
- |
2023-12-31 |
2,376 |
$28,000 |
2,376 |
|
ROYAL BANK OF CANADA |
5568 |
- |
2023-12-31 |
1,900 |
$22,000 |
1,900 |
|
HARBOUR INVESTMENTS INC. |
2888 |
- |
2023-12-31 |
108 |
$1,000 |
2 |
|
|
11 Records found
|
1
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