|
Institutional
Holders
Total
Institutions:
|
67 5 |
|
Total
shares held :
|
5,840,103 |
|
% of shares
held :
|
20.34% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
Amount
of shares held :
|
256,515 |
|
% of shares
held change :
|
0.89% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$6.65 |
|
Last
Quarter's Ending
Price :
|
$7.82 |
|
Last
Quarter's Average
Price :
|
$6.88 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.42 (6.1%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
3654 |
- |
2023-12-31 |
822,629 |
$6,433,000 |
-65,946 |
|
FIXED INCOME SECURITIES INC |
210 |
- |
2023-12-31 |
743,565 |
$5,815,000 |
27,463 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1258 |
- |
2023-12-31 |
477,817 |
$3,737,000 |
-14,754 |
|
Baird Financial Group Inc. |
779 |
- |
2023-12-31 |
431,738 |
$3,376,000 |
25,313 |
|
Cornerstone Advisors LLC |
173 |
- |
2023-12-31 |
369,123 |
$2,887,000 |
90,357 |
|
Private Advisor Group LLC |
680 |
- |
2023-12-31 |
311,566 |
$2,436,000 |
25,854 |
|
Pathstone Holdings LLC |
671 |
- |
2023-12-31 |
308,336 |
$2,411,000 |
0 |
|
CNH PARTNERS LLC |
176 |
- |
2023-12-31 |
269,836 |
$2,110,000 |
91,946 |
|
BANK OF AMERICA CORP /DE/ |
3683 |
- |
2023-12-31 |
202,093 |
$1,580,000 |
58,692 |
|
LPL FINANCIAL CORP |
2648 |
- |
2023-12-31 |
189,907 |
$1,485,000 |
108,398 |
|
WOLVERINE ASSET MANAGEMENT LLC |
215 |
- |
2023-12-31 |
182,764 |
$1,429,000 |
-34,708 |
|
WELLS FARGO & CO/MN |
2828 |
- |
2023-12-31 |
154,803 |
$1,211,000 |
-18,118 |
|
AMERIPRISE FINANCIAL INC |
3152 |
- |
2023-12-31 |
111,423 |
$888,000 |
-16,229 |
|
1607 CAPITAL PARTNERS, LLC |
127 |
- |
2023-12-31 |
100,727 |
$788,000 |
0 |
|
ROYAL BANK OF CANADA |
3307 |
- |
2023-12-31 |
95,987 |
$751,000 |
17,297 |
|
COHEN & STEERS INC |
259 |
- |
2023-12-31 |
90,300 |
$706,000 |
0 |
|
FINANCIAL NETWORK |
1642 |
- |
2023-12-31 |
86,494 |
$676,000 |
-3,185 |
|
UBS Group AG |
3747 |
- |
2023-12-31 |
82,799 |
$647,000 |
152 |
|
Advisor Group Holdings Inc. |
2948 |
- |
2023-12-31 |
80,209 |
$627,000 |
-62,453 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
379 |
- |
2023-12-31 |
73,475 |
$575,000 |
39,233 |
|
Mutual Advisors LLC |
630 |
- |
2023-12-31 |
67,875 |
$531,000 |
315 |
|
ADVISOR PARTNERS II LLC |
761 |
*New |
2023-09-30 |
68,152 |
$457,000 |
68,152 |
|
Rockefeller Capital Management L.P. |
1404 |
- |
2023-12-31 |
48,700 |
$381,000 |
1,000 |
|
Steward Partners Investment Advisory LLC |
1133 |
*New |
2023-12-31 |
46,040 |
$360,000 |
46,040 |
|
GUGGENHEIM CAPITAL LLC |
1673 |
- |
2023-12-31 |
37,224 |
$291,000 |
24,148 |
|
OPPENHEIMER & CO INC |
1171 |
- |
2023-12-31 |
35,432 |
$277,000 |
3,860 |
|
ENVESTNET ASSET MANAGEMENT INC |
3660 |
- |
2023-12-31 |
33,668 |
$263,000 |
-4,394 |
|
JANNEY MONTGOMERY SCOTT LLC |
2414 |
- |
2023-12-31 |
26,761 |
$209,000 |
-1,676 |
|
Genesee Capital Advisors LLC |
113 |
- |
2024-03-31 |
24,206 |
$191,000 |
0 |
|
Flow State Investments L.P. |
82 |
*New |
2023-12-31 |
22,865 |
$179,000 |
22,865 |
|
Fortitude Advisory Group L.L.C. |
205 |
- |
2023-12-31 |
22,775 |
$178,000 |
0 |
|
Kestra Advisory Services LLC |
2136 |
- |
2023-12-31 |
19,650 |
$154,000 |
8,429 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3131 |
- |
2024-03-31 |
18,959 |
$150,000 |
-500 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3076 |
- |
2024-03-31 |
18,391 |
$145,000 |
4,446 |
|
STIFEL FINANCIAL CORP |
3096 |
- |
2023-12-31 |
18,442 |
$144,000 |
880 |
|
Quantedge Capital Pte Ltd |
105 |
- |
2023-12-31 |
17,800 |
$139,000 |
1,600 |
|
Walleye Trading Advisors LLC |
1493 |
- |
2023-12-31 |
15,888 |
$124,000 |
-22,000 |
|
AXXCESS WEALTH MANAGEMENT LLC |
804 |
*New |
2023-12-31 |
15,400 |
$120,000 |
15,400 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5158 |
*New |
2023-12-31 |
14,739 |
$115,000 |
14,739 |
|
KARPUS MANAGEMENT INC |
254 |
*New |
2023-12-31 |
14,300 |
$112,000 |
14,300 |
|
RAYMOND JAMES & ASSOCIATES |
3665 |
- |
2024-03-31 |
12,805 |
$101,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2265 |
- |
2024-03-31 |
12,700 |
$100,000 |
1,300 |
|
Cetera Investment Advisers |
2126 |
- |
2023-12-31 |
12,659 |
$99,000 |
-1,879 |
|
FORTE CAPITAL LLC /ADV |
225 |
*New |
2023-12-31 |
12,711 |
$99,000 |
12,711 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1784 |
- |
2023-12-31 |
12,264 |
$96,000 |
5,816 |
|
Atria Wealth Solutions Inc. |
1835 |
- |
2023-12-31 |
11,600 |
$91,000 |
-319 |
|
Commonwealth Financial Services LLC |
176 |
- |
2023-12-31 |
11,178 |
$87,000 |
145 |
|
Advisor Resource Council |
222 |
*New |
2024-03-31 |
10,745 |
$84,000 |
10,745 |
|
WEBSTER BANK |
315 |
- |
2024-03-31 |
7,973 |
$63,000 |
0 |
|
NBC SECURITIES INC. |
1177 |
- |
2024-03-31 |
5,317 |
$42,000 |
0 |
|
Able Wealth Management LLC |
157 |
- |
2023-12-31 |
4,474 |
$35,000 |
0 |
|
ANCORA ADVISORS, LLC |
1042 |
- |
2023-12-31 |
3,400 |
$27,000 |
0 |
|
Lindbrook Capital LLC |
1106 |
- |
2024-03-31 |
3,000 |
$24,000 |
0 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
516 |
- |
2023-12-31 |
3,000 |
$23,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1897 |
- |
2023-12-31 |
2,275 |
$18,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1484 |
*New |
2023-12-31 |
2,300 |
$18,000 |
2,300 |
|
EverSource Wealth Advisors LLC |
1415 |
- |
2023-12-31 |
1,800 |
$14,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2676 |
*New |
2023-12-31 |
1,803 |
$14,000 |
1,803 |
|
Ahrens Investment Partners LLC |
622 |
*New |
2023-03-31 |
1,365 |
$10,000 |
1,365 |
|
HAZLETT BURT & WATSON INC. |
|
- |
2023-12-31 |
1,000 |
$8,000 |
0 |
|
J P MORGAN CHASE & CO |
5160 |
- |
2023-12-31 |
956 |
$7,000 |
-5,475 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
925 |
*New |
2023-12-31 |
510 |
$4,000 |
510 |
|
PRINCIPAL SECURITIES INC. |
2676 |
- |
2023-12-31 |
363 |
$3,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
740 |
- |
2024-03-31 |
298 |
$2,000 |
0 |
|
PEOPLES FINANCIAL SERVICES CORP. |
235 |
- |
2024-03-31 |
200 |
$2,000 |
0 |
|
Global Retirement Partners LLC |
2781 |
- |
2024-03-31 |
246 |
$2,000 |
0 |
|
PROEQUITIES INC. |
4041 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Independent Wealth Network Inc. |
61 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,816 |
|
FNY Investment Advisers LLC |
505 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,400 |
|
SABA CAPITAL MANAGEMENT, L.P. |
475 |
*Closed |
2023-12-31 |
0 |
$0 |
-108,742 |
|
Logan Stone Capital LLC |
174 |
*Closed |
2023-12-31 |
0 |
$0 |
-23,424 |
|
IFP Advisors Inc |
3200 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,314 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
719 |
- |
2024-03-31 |
0 |
$0 |
-1,200 |
|
ELEQUIN CAPITAL LP |
462 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,172 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1766 |
*Closed |
2023-12-31 |
0 |
$0 |
-333 |
|
GRADIENT INVESTMENTS LLC |
1861 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,232 |
|
Beacon Pointe Advisors LLC |
1344 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,100 |
|
Goss Wealth Management LLC |
3922 |
- |
2023-12-31 |
37 |
$0 |
37 |
|
|
78 Records found
|
1
|
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