|
Institutional
Holders
Total
Institutions:
|
28 3 |
|
Total
shares held :
|
1,631,017 |
|
% of shares
held :
|
85.39% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
330,323 |
|
% of shares
held change :
|
17.29% |
|
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 |
Crestone Asset Management LLC |
7 |
*New |
2024-03-31 |
589,676 |
$28,829,000 |
589,676 |
|
HILTON CAPITAL MANAGEMENT, LLC |
26 |
*New |
2024-03-31 |
243,896 |
$11,924,000 |
243,896 |
|
STATE OF NEW JERSEY COMMON PENSION FUND D |
483 |
*New |
2024-03-31 |
195,000 |
$9,534,000 |
195,000 |
|
Paragon Advisors LLC |
12 |
*New |
2024-03-31 |
97,691 |
$4,776,000 |
97,691 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
95 |
*New |
2024-03-31 |
35,808 |
$1,751,000 |
35,808 |
|
Orion Portfolio Solutions LLC |
917 |
*New |
2024-03-31 |
23,831 |
$1,165,000 |
23,831 |
|
WEALTHSOURCE PARTNERS LLC |
256 |
*New |
2023-12-31 |
13,954 |
$669,000 |
13,954 |
|
Kathmere Capital Management LLC |
155 |
*New |
2024-03-31 |
10,881 |
$532,000 |
10,881 |
|
Envestnet Portfolio Solutions Inc. |
1131 |
*New |
2024-03-31 |
10,041 |
$491,000 |
10,041 |
|
Strategic Wealth Partners Group LLC |
56 |
*New |
2024-03-31 |
9,632 |
$471,000 |
9,632 |
|
BENJAMIN EDWARDS INC |
239 |
*New |
2024-03-31 |
8,469 |
$414,000 |
8,469 |
|
Magnus Financial Group LLC |
243 |
*New |
2024-03-31 |
6,343 |
$310,000 |
6,343 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
815 |
*New |
2024-03-31 |
5,433 |
$266,000 |
5,433 |
|
Capital CS Group LLC |
61 |
*New |
2024-03-31 |
5,399 |
$264,000 |
5,399 |
|
BANK OF NEW YORK MELLON CORP |
3721 |
*New |
2024-03-31 |
5,216 |
$255,000 |
5,216 |
|
Capital Asset Advisory Services LLC |
278 |
*New |
2024-03-31 |
5,040 |
$246,000 |
5,040 |
|
Venturi Wealth Management LLC |
405 |
*New |
2024-03-31 |
2,233 |
$109,000 |
2,233 |
|
HARBOUR INVESTMENTS INC. |
1579 |
*New |
2023-12-31 |
762 |
$37,000 |
762 |
|
DecisionPoint Financial LLC |
139 |
*New |
2024-03-31 |
300 |
$15,000 |
300 |
|
ROYAL BANK OF CANADA |
5801 |
*New |
2023-12-31 |
192 |
$9,000 |
192 |
|
PRINCIPAL SECURITIES INC. |
2646 |
*New |
2024-03-31 |
88 |
$4,000 |
88 |
|
US BANCORP |
3646 |
*New |
2024-03-31 |
49 |
$2,000 |
49 |
|
|
22 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
|
|
|