|
Institutional
Holders
Total
Institutions:
|
29 4 |
|
Total
shares held :
|
2,623,037 |
|
% of shares
held :
|
19.1% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
172,599 |
|
% of shares
held change :
|
1.26% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$9.59 |
|
Last
Quarter's Ending
Price :
|
$10.05 |
|
Last
Quarter's Average
Price :
|
$9.68 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.51 (5.27%) |
|
|
|
|
|
|
|
|
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 |
3848 |
- |
2023-12-31 |
493,632 |
$4,961,000 |
-73,439 |
|
INVESCO LTD |
2413 |
- |
2023-12-31 |
275,989 |
$2,774,000 |
-6,830 |
|
BANK OF AMERICA CORP /DE/ |
3381 |
- |
2023-12-31 |
240,026 |
$2,412,000 |
86,070 |
|
SHAKER FINANCIAL SERVICES, LLC |
43 |
- |
2023-12-31 |
222,476 |
$2,236,000 |
-22,137 |
|
WOLVERINE ASSET MANAGEMENT LLC |
198 |
- |
2023-12-31 |
160,640 |
$1,614,000 |
-55 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1921 |
- |
2023-12-31 |
135,143 |
$1,358,000 |
-1,085 |
|
PRINCIPAL SECURITIES INC. |
361 |
- |
2023-12-31 |
116,395 |
$1,170,000 |
0 |
|
CNH PARTNERS LLC |
241 |
- |
2023-12-31 |
101,198 |
$1,017,000 |
69,721 |
|
WELLS FARGO & CO/MN |
2983 |
- |
2023-12-31 |
93,865 |
$943,000 |
-44,094 |
|
Logan Stone Capital LLC |
99 |
- |
2023-12-31 |
83,409 |
$838,000 |
19,409 |
|
GUGGENHEIM CAPITAL LLC |
1275 |
- |
2023-12-31 |
76,779 |
$772,000 |
-7,280 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
286 |
- |
2023-12-31 |
75,679 |
$761,000 |
42,244 |
|
Advisor Group Holdings Inc. |
2783 |
- |
2023-12-31 |
75,180 |
$756,000 |
-31,640 |
|
SABA CAPITAL MANAGEMENT, L.P. |
202 |
*New |
2023-12-31 |
73,430 |
$738,000 |
73,430 |
|
1607 CAPITAL PARTNERS, LLC |
132 |
- |
2023-12-31 |
61,666 |
$620,000 |
29,730 |
|
ENVESTNET ASSET MANAGEMENT INC |
3190 |
- |
2023-12-31 |
61,290 |
$616,000 |
-17,299 |
|
LPL FINANCIAL CORP |
3497 |
- |
2023-12-31 |
57,646 |
$579,000 |
25,028 |
|
NATIONAL ASSET MANAGEMENT, INC. |
838 |
- |
2023-12-31 |
47,409 |
$476,000 |
2,573 |
|
Pathstone Holdings LLC |
1529 |
- |
2023-12-31 |
47,348 |
$476,000 |
0 |
|
ROYAL BANK OF CANADA |
3731 |
- |
2023-12-31 |
45,394 |
$456,000 |
22,357 |
|
UBS Group AG |
4088 |
- |
2023-12-31 |
40,063 |
$403,000 |
-914 |
|
AMERIPRISE FINANCIAL INC |
3504 |
- |
2023-12-31 |
33,409 |
$336,000 |
-388 |
|
RAYMOND JAMES & ASSOCIATES |
3587 |
- |
2024-03-31 |
17,139 |
$180,000 |
140 |
|
ADVISOR PARTNERS II LLC |
1206 |
*New |
2023-09-30 |
15,673 |
$150,000 |
15,673 |
|
Quantedge Capital Pte Ltd |
106 |
*New |
2023-12-31 |
13,274 |
$133,000 |
13,274 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
231 |
- |
2024-03-31 |
12,273 |
$129,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
369 |
- |
2024-03-31 |
4,018 |
$42,000 |
-82 |
|
COMERICA BANK |
2800 |
- |
2023-12-31 |
3,556 |
$36,000 |
-10,977 |
|
ADVISORY SERVICES NETWORK, LLC |
2533 |
*New |
2023-12-31 |
1,780 |
$18,000 |
1,780 |
|
Goss Wealth Management LLC |
3170 |
- |
2023-12-31 |
398 |
$4,000 |
0 |
|
PROEQUITIES INC. |
7462 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
31 Records found
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1
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