|
Institutional
Holders
Total
Institutions:
|
38 8 |
|
Total
shares held :
|
4,742,498 |
|
% of shares
held :
|
52.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
401,617 |
|
% of shares
held change :
|
4.46% |
|
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 |
STIFEL FINANCIAL CORP |
152 |
- |
2024-03-31 |
2,763,897 |
$127,831,000 |
740,921 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
4 |
- |
2024-03-31 |
1,813,837 |
$83,890,000 |
558,803 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
61 |
- |
2024-03-31 |
806,665 |
$37,308,000 |
314,108 |
|
BENJAMIN EDWARDS INC |
8 |
- |
2024-03-31 |
153,173 |
$7,084,000 |
25,726 |
|
JANNEY MONTGOMERY SCOTT LLC |
936 |
- |
2024-03-31 |
68,496 |
$3,168,000 |
7,419 |
|
JANE STREET GROUP LLC |
1839 |
- |
2024-03-31 |
60,745 |
$2,809,000 |
30,301 |
|
Visionary Wealth Advisors |
156 |
- |
2024-03-31 |
49,671 |
$2,297,000 |
19,838 |
|
ENVESTNET ASSET MANAGEMENT INC |
2502 |
- |
2024-03-31 |
47,164 |
$2,181,000 |
7,531 |
|
ATRIA INVESTMENTS LLC |
662 |
- |
2023-12-31 |
36,712 |
$1,689,000 |
6,171 |
|
SWMG LLC |
28 |
- |
2024-03-31 |
35,961 |
$1,663,000 |
15,461 |
|
COMERICA BANK |
1509 |
- |
2024-03-31 |
22,567 |
$1,044,000 |
9,775 |
|
Columbus Macro LLC |
102 |
- |
2024-03-31 |
19,613 |
$907,000 |
516 |
|
Mutual Advisors LLC |
544 |
- |
2024-03-31 |
17,410 |
$805,000 |
338 |
|
Arrowroot Family Office LLC |
63 |
- |
2024-03-31 |
14,676 |
$679,000 |
1,465 |
|
NOTTINGHAM ADVISORS INC |
81 |
- |
2024-03-31 |
25,730 |
$609,000 |
1,310 |
|
ASSET MANAGEMENT INVESTORS LLC |
90 |
- |
2024-03-31 |
11,747 |
$543,000 |
374 |
|
MULTIFINANCIAL SECURITIES CORP |
1651 |
- |
2024-03-31 |
9,940 |
$460,000 |
2,455 |
|
Steele Capital Management Inc. |
155 |
- |
2024-03-31 |
5,000 |
$231,000 |
500 |
|
WFA of San Diego LLC |
231 |
- |
2023-09-30 |
509 |
$22,000 |
168 |
|
|
19 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
|
|
|