|
Institutional
Holders
Total
Institutions:
|
53 4 |
|
Total
shares held :
|
2,112,383 |
|
% of shares
held :
|
13.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-16 |
|
Amount
of shares held :
|
-218,685 |
|
% of shares
held change :
|
-1.44% |
|
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 |
BANK OF AMERICA CORP /DE/ |
2555 |
- |
2023-12-31 |
395,718 |
$7,982,000 |
9,243 |
|
APPLETON PARTNERS INC/MA |
76 |
- |
2024-03-31 |
243,286 |
$5,036,000 |
19,250 |
|
COLONY GROUP LLC |
605 |
- |
2023-09-30 |
19,384 |
$362,000 |
62 |
|
Private Advisor Group LLC |
1787 |
- |
2023-12-31 |
14,597 |
$294,000 |
14,597 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2854 |
- |
2024-03-31 |
13,731 |
$284,000 |
3,328 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
13,705 |
$276,000 |
669 |
|
CWM LLC |
1421 |
- |
2024-03-31 |
11,386 |
$236,000 |
6 |
|
TOWER RESEARCH CAPITAL LLC |
2835 |
- |
2023-12-31 |
3,803 |
$77,000 |
3,119 |
|
MORGAN STANLEY |
5968 |
- |
2023-12-31 |
2,329 |
$47,000 |
101 |
|
NATIONAL BANK OF CANADA /FI/ |
1613 |
- |
2023-12-31 |
2,405 |
$47,000 |
22 |
|
FMR LLC |
4093 |
- |
2023-12-31 |
463 |
$9,000 |
435 |
|
Aspire Private Capital LLC |
569 |
- |
2024-03-31 |
103 |
$2,000 |
35 |
|
Steward Financial Group LLC |
1463 |
- |
2023-09-30 |
40 |
$0 |
40 |
|
|
13 Records found
|
1
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