|
Institutional
Holders
Total
Institutions:
|
265 25 |
|
Total
shares held :
|
89,609,567 |
|
% of shares
held :
|
9.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
86 |
|
Amount
of shares held :
|
6,943,203 |
|
% of shares
held change :
|
0.77% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MONTECITO BANK & TRUST |
110 |
- |
2024-03-31 |
46,189 |
$1,106,000 |
0 |
|
Horizons Wealth Management |
25 |
- |
2024-03-31 |
38,210 |
$912,000 |
0 |
|
RAYMOND JAMES TRUST CO |
571 |
- |
2024-03-31 |
29,941 |
$717,000 |
0 |
|
Atlantic Trust Group LLC |
785 |
- |
2024-03-31 |
25,200 |
$601,000 |
0 |
|
CIBC WORLD MARKETS INC. |
838 |
- |
2023-12-31 |
21,950 |
$524,000 |
0 |
|
WESPAC ADVISORS, LLC |
106 |
- |
2024-03-31 |
19,900 |
$476,000 |
0 |
|
PRIVATE TRUST CO NA |
379 |
- |
2024-03-31 |
19,582 |
$469,000 |
0 |
|
Arlington Trust Co LLC |
92 |
- |
2024-03-31 |
18,915 |
$453,000 |
0 |
|
Cross Staff Investments Inc |
70 |
- |
2024-03-31 |
18,275 |
$438,000 |
0 |
|
JAMES INVESTMENT RESEARCH INC |
230 |
- |
2024-03-31 |
16,775 |
$402,000 |
0 |
|
BerganKDV Wealth Management LLC |
184 |
- |
2023-06-30 |
16,669 |
$397,000 |
0 |
|
OLD SECOND NATIONAL BANK OF AURORA |
108 |
- |
2024-03-31 |
14,934 |
$358,000 |
0 |
|
CI Private Wealth LLC |
1793 |
- |
2024-03-31 |
14,910 |
$357,000 |
0 |
|
Glenview Trust Co |
458 |
- |
2023-12-31 |
8,400 |
$200,000 |
0 |
|
ARCADIA INVESTMENT MANAGEMENT CORP/MI |
131 |
- |
2024-03-31 |
6,500 |
$156,000 |
0 |
|
Pinnacle Bank |
289 |
- |
2024-03-31 |
3,978 |
$95,000 |
0 |
|
Steward Financial Group LLC |
110 |
- |
2023-09-30 |
3,254 |
$77,000 |
0 |
|
GHP INVESTMENT ADVISORS INC |
460 |
- |
2024-03-31 |
3,176 |
$76,000 |
0 |
|
Colonial Trust Co / SC |
442 |
- |
2023-12-31 |
3,067 |
$73,000 |
0 |
|
CVA Family Office LLC |
420 |
- |
2024-03-31 |
2,940 |
$70,000 |
0 |
|
Spectrum Wealth Counsel LLC |
187 |
- |
2024-03-31 |
2,780 |
$67,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
548 |
- |
2024-03-31 |
2,500 |
$60,000 |
0 |
|
Capital Analysts Inc. |
668 |
- |
2023-12-31 |
1,897 |
$45,000 |
0 |
|
HHM Wealth Advisors LLC |
310 |
- |
2023-12-31 |
1,750 |
$42,000 |
0 |
|
West Branch Capital LLC |
183 |
- |
2024-03-31 |
1,500 |
$36,000 |
0 |
|
FinTrust Capital Advisors LLC |
612 |
- |
2024-03-31 |
1,471 |
$35,000 |
0 |
|
ROBBINS FARLEY LLC |
83 |
- |
2024-03-31 |
1,335 |
$32,000 |
0 |
|
ADIRONDACK TRUST CO |
308 |
- |
2024-03-31 |
718 |
$17,000 |
0 |
|
Sunbelt Securities Inc. |
1336 |
- |
2024-03-31 |
194 |
$5,000 |
0 |
|
AllSquare Wealth Management LLC |
423 |
- |
2024-03-31 |
210 |
$5,000 |
0 |
|
Key Financial Inc |
996 |
- |
2024-03-31 |
168 |
$4,000 |
0 |
|
PROEQUITIES INC. |
7045 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
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32 Records found
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1
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