|
Institutional
Holders
Total
Institutions:
|
15 9 |
|
Total
shares held :
|
347,841 |
|
% of shares
held :
|
3.86% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
-321,069 |
|
% of shares
held change :
|
-3.57% |
|
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 |
JANE STREET GROUP LLC |
1974 |
- |
2024-03-31 |
449,873 |
$2,537,000 |
394,290 |
|
Kraft Davis & Associates LLC |
56 |
- |
2024-03-31 |
146,352 |
$878,000 |
-9,330 |
|
BANK OF MONTREAL /CAN/ |
1971 |
- |
2024-03-31 |
104,249 |
$588,000 |
104,249 |
|
LPL FINANCIAL CORP |
4378 |
- |
2024-03-31 |
36,865 |
$208,000 |
12,551 |
|
Gallagher Fiduciary Advisors LLC |
192 |
*New |
2024-03-31 |
32,500 |
$183,000 |
32,500 |
|
Biltmore Family Office LLC |
185 |
*New |
2024-03-31 |
25,000 |
$141,000 |
25,000 |
|
IHT Wealth Management LLC |
972 |
- |
2024-03-31 |
18,850 |
$106,000 |
7,575 |
|
PRINCIPAL SECURITIES INC. |
1305 |
- |
2024-03-31 |
15,997 |
$90,000 |
4,474 |
|
SIGNATUREFD, LLC |
1249 |
- |
2024-03-31 |
15,964 |
$90,000 |
0 |
|
GTS SECURITIES LLC |
1252 |
- |
2024-03-31 |
10,229 |
$58,000 |
10,229 |
|
Advisor Group Holdings Inc. |
4963 |
- |
2024-03-31 |
5,856 |
$33,000 |
-507 |
|
ROYAL BANK OF CANADA |
5258 |
- |
2024-03-31 |
3,913 |
$22,000 |
-13,116 |
|
SANDY SPRING BANK |
820 |
*New |
2024-03-31 |
2,205 |
$12,000 |
2,205 |
|
PROEQUITIES INC. |
1986 |
- |
2024-03-31 |
450 |
$3,000 |
0 |
|
Key Financial Inc |
1053 |
- |
2024-03-31 |
600 |
$3,000 |
0 |
|
Westside Investment Management Inc. |
778 |
*New |
2024-03-31 |
400 |
$2,000 |
400 |
|
SIMPLEX TRADING LLC |
2157 |
- |
2024-03-31 |
446 |
$2,000 |
-2,807 |
|
Stone House Investment Management LLC |
380 |
*New |
2024-03-31 |
252 |
$1,000 |
252 |
|
Farther Finance Advisors LLC |
3043 |
*Closed |
2024-03-31 |
0 |
$0 |
-595 |
|
Tortoise Investment Management LLC |
847 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1278 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,190 |
|
UBS Group AG |
8015 |
*Closed |
2024-03-31 |
0 |
$0 |
-208 |
|
Vontobel Holding Ltd. |
1168 |
*Closed |
2024-03-31 |
0 |
$0 |
-45,000 |
|
|
23 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
|
|
|