|
Institutional
Holders
Total
Institutions:
|
20 1 |
|
Total
shares held :
|
628,002 |
|
% of shares
held :
|
6.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
97,307 |
|
% of shares
held change :
|
1.08% |
|
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 |
J P MORGAN CHASE & CO |
2724 |
- |
2023-12-31 |
250,000 |
$3,058,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
3467 |
- |
2023-12-31 |
176,196 |
$2,155,000 |
12,075 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2600 |
- |
2023-12-31 |
93,547 |
$1,144,000 |
3,436 |
|
JANE STREET GROUP LLC |
3286 |
*New |
2023-12-31 |
74,786 |
$915,000 |
74,786 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3549 |
*New |
2023-12-31 |
10,252 |
$125,000 |
10,252 |
|
ROYAL BANK OF CANADA |
4980 |
- |
2023-12-31 |
7,806 |
$95,000 |
1,806 |
|
Advisor Group Holdings Inc. |
4831 |
- |
2023-12-31 |
4,294 |
$53,000 |
-2,545 |
|
MORGAN STANLEY |
6101 |
- |
2023-12-31 |
2,567 |
$31,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2297 |
*New |
2023-12-31 |
2,329 |
$28,000 |
2,329 |
|
Financial Synergies Wealth Advisors Inc. |
216 |
- |
2024-03-31 |
1,407 |
$16,000 |
1,407 |
|
TFC Financial Management |
|
- |
2023-12-31 |
1,000 |
$12,000 |
0 |
|
Tacita Capital Inc |
193 |
*New |
2023-12-31 |
1,000 |
$12,000 |
1,000 |
|
BANK OF MONTREAL /CAN/ |
3202 |
- |
2023-12-31 |
817 |
$10,000 |
447 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1210 |
- |
2023-12-31 |
512 |
$6,000 |
1 |
|
FSA Wealth Management LLC |
402 |
*New |
2023-12-31 |
500 |
$6,000 |
500 |
|
Farther Finance Advisors LLC |
2004 |
- |
2023-12-31 |
375 |
$5,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2820 |
- |
2023-12-31 |
45 |
$1,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1275 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,048 |
|
SIMPLEX TRADING LLC |
2599 |
*New |
2024-03-31 |
17 |
$0 |
17 |
|
PROEQUITIES INC. |
5001 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
U S GLOBAL INVESTORS INC |
157 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,735 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
714 |
- |
2024-03-31 |
40 |
$0 |
0 |
|
Cutler Group LP |
1151 |
*Closed |
2024-03-31 |
0 |
$0 |
-201 |
|
SIGNATUREFD, LLC |
3299 |
*Closed |
2023-12-31 |
0 |
$0 |
-75 |
|
UBS Group AG |
8536 |
*Closed |
2023-12-31 |
0 |
$0 |
-971 |
|
PNC FINANCIAL SERVICES GROUP INC |
4693 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,600 |
|
|
26 Records found
|
1
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