|
Institutional
Holders
Total
Institutions:
|
54 0 |
|
Total
shares held :
|
4,171,663 |
|
% of shares
held :
|
25.83% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
79,439 |
|
% of shares
held change :
|
0.49% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$14.84 |
|
Last
Quarter's Ending
Price :
|
$15.04 |
|
Last
Quarter's Average
Price :
|
$14.59 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.91 (6.24%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
1561 |
- |
2023-12-31 |
604,074 |
$9,085,000 |
-8,685 |
|
UBS Group AG |
1785 |
- |
2023-12-31 |
419,575 |
$6,310,000 |
15,114 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1199 |
- |
2024-03-31 |
279,543 |
$4,380,000 |
10,129 |
|
Howard Wealth Management LLC |
6 |
- |
2023-12-31 |
274,354 |
$4,126,000 |
-6,860 |
|
INVESCO LTD |
2314 |
- |
2023-12-31 |
245,033 |
$3,685,000 |
17,937 |
|
GUGGENHEIM CAPITAL LLC |
634 |
- |
2023-12-31 |
240,520 |
$3,617,000 |
33,917 |
|
Atria Wealth Solutions Inc. |
427 |
- |
2023-12-31 |
220,685 |
$3,319,000 |
-4,793 |
|
MORGAN STANLEY |
4108 |
- |
2023-12-31 |
219,466 |
$3,301,000 |
7,525 |
|
Cornerstone Advisors LLC |
159 |
- |
2023-12-31 |
218,333 |
$3,284,000 |
107,770 |
|
SHAKER FINANCIAL SERVICES, LLC |
31 |
- |
2023-12-31 |
186,657 |
$2,807,000 |
81,750 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1220 |
- |
2024-03-31 |
135,001 |
$2,115,000 |
131 |
|
LPL FINANCIAL CORP |
2348 |
- |
2023-12-31 |
137,181 |
$2,063,000 |
-24,956 |
|
FIXED INCOME SECURITIES INC |
591 |
- |
2023-12-31 |
107,345 |
$1,614,000 |
-61,308 |
|
BANK OF AMERICA CORP /DE/ |
3843 |
- |
2023-12-31 |
86,019 |
$1,294,000 |
7,221 |
|
ROYAL BANK OF CANADA |
3017 |
- |
2023-12-31 |
73,497 |
$1,105,000 |
-6,382 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
244 |
- |
2023-12-31 |
61,752 |
$929,000 |
40,199 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
61,554 |
$926,000 |
-860 |
|
WOLVERINE ASSET MANAGEMENT LLC |
339 |
- |
2023-12-31 |
52,325 |
$787,000 |
-33,696 |
|
Shulman DeMeo Asset Management LLC |
42 |
- |
2024-03-31 |
47,214 |
$740,000 |
-208 |
|
Advisor Group Holdings Inc. |
2824 |
- |
2023-12-31 |
48,082 |
$723,000 |
-19,543 |
|
Tyche Wealth Partners LLC |
107 |
- |
2024-03-31 |
41,858 |
$656,000 |
-2,741 |
|
AMERIPRISE FINANCIAL INC |
3334 |
- |
2023-12-31 |
37,533 |
$564,000 |
-2,522 |
|
Private Advisor Group LLC |
1382 |
- |
2023-12-31 |
37,531 |
$564,000 |
3,700 |
|
IONIC CAPITAL MANAGEMENT LLC |
56 |
- |
2023-12-31 |
31,700 |
$477,000 |
415 |
|
DAVIDSON D A & CO |
993 |
- |
2023-12-31 |
29,463 |
$443,000 |
-29,106 |
|
FORTEM FINANCIAL GROUP LLC |
|
*New |
2023-12-31 |
28,447 |
$428,000 |
28,447 |
|
RAYMOND JAMES & ASSOCIATES |
3148 |
- |
2024-03-31 |
26,121 |
$409,000 |
-560 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2868 |
- |
2023-12-31 |
26,254 |
$395,000 |
-1,566 |
|
GPS Wealth Strategies Group LLC |
176 |
- |
2023-12-31 |
26,090 |
$392,000 |
0 |
|
Sheaff Brock Investment Advisors LLC |
356 |
- |
2023-12-31 |
18,223 |
$274,000 |
0 |
|
BB&T CORP |
2368 |
- |
2023-12-31 |
16,282 |
$245,000 |
32 |
|
DFPG INVESTMENTS INC. |
558 |
- |
2023-12-31 |
16,469 |
$243,000 |
0 |
|
ELEQUIN CAPITAL LP |
97 |
- |
2023-12-31 |
15,551 |
$234,000 |
5,109 |
|
LVZ Advisors Inc. |
124 |
- |
2024-03-31 |
14,753 |
$231,000 |
0 |
|
FINANCIAL NETWORK |
2417 |
- |
2023-12-31 |
15,312 |
$230,000 |
320 |
|
Western Wealth Management LLC |
658 |
- |
2023-12-31 |
13,597 |
$204,000 |
60 |
|
JANNEY MONTGOMERY SCOTT LLC |
2455 |
- |
2023-12-31 |
12,844 |
$193,000 |
-34 |
|
AVIANCE CAPITAL PARTNERS, LLC |
305 |
- |
2024-03-31 |
12,090 |
$189,000 |
83 |
|
PNC FINANCIAL SERVICES GROUP INC |
2532 |
- |
2023-12-31 |
7,304 |
$110,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1764 |
- |
2023-12-31 |
5,475 |
$82,000 |
250 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1862 |
- |
2023-12-31 |
5,095 |
$77,000 |
-562 |
|
Goss Wealth Management LLC |
2169 |
- |
2023-12-31 |
3,843 |
$58,000 |
0 |
|
J P MORGAN CHASE & CO |
4714 |
- |
2023-12-31 |
3,468 |
$52,000 |
-9,861 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1236 |
- |
2023-12-31 |
3,250 |
$49,000 |
0 |
|
Close Asset Management Ltd |
152 |
*New |
2023-12-31 |
3,034 |
$46,000 |
3,034 |
|
COMERICA BANK |
2842 |
- |
2023-12-31 |
2,000 |
$30,000 |
300 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
666 |
- |
2023-12-31 |
2,000 |
$30,000 |
0 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
558 |
- |
2023-12-31 |
1,686 |
$25,000 |
0 |
|
HANSON MCCLAIN, INC. |
1737 |
- |
2024-03-31 |
1,342 |
$21,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
661 |
- |
2023-12-31 |
849 |
$13,000 |
32 |
|
NBC SECURITIES INC. |
1708 |
- |
2024-03-31 |
611 |
$9,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
172 |
$3,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
3558 |
*New |
2023-12-31 |
40 |
$1,000 |
40 |
|
FNY Investment Advisers LLC |
469 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,000 |
|
PROEQUITIES INC. |
7392 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Impact Partnership Wealth LLC |
1068 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,431 |
|
|
56 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
|
|
|