|
Institutional
Holders
Total
Institutions:
|
9 8 |
|
Total
shares held :
|
3,169,652 |
|
% of shares
held :
|
35.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
3,169,602 |
|
% of shares
held change :
|
35.22% |
|
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 |
J P MORGAN CHASE & CO |
590 |
*New |
2023-12-31 |
3,149,069 |
$185,164,000 |
3,149,069 |
|
Ulland Investment Advisors LLC |
23 |
*New |
2024-03-31 |
20,726 |
$1,371,000 |
20,726 |
|
SFG Wealth Management LLC. |
41 |
*New |
2024-03-31 |
9,656 |
$639,000 |
9,656 |
|
HIGHTOWER ADVISORS, LLC |
2109 |
*New |
2023-12-31 |
10,540 |
$621,000 |
10,540 |
|
PRIVATE WEALTH PARTNERS LLC |
|
*New |
2023-12-31 |
9,750 |
$573,000 |
9,750 |
|
Wagner Wealth Management LLC |
136 |
*New |
2024-03-31 |
1,691 |
$112,000 |
1,691 |
|
MORGAN STANLEY |
6435 |
*New |
2023-12-31 |
168 |
$10,000 |
168 |
|
MATHER GROUP, INC. |
1248 |
*New |
2024-03-31 |
142 |
$8,000 |
142 |
|
PRINCIPAL SECURITIES INC. |
|
- |
2023-12-31 |
50 |
$3,000 |
0 |
|
Advisor Group Holdings Inc. |
6273 |
*New |
2023-12-31 |
36 |
$2,000 |
36 |
|
ROYAL BANK OF CANADA |
6151 |
*New |
2023-12-31 |
17 |
$1,000 |
17 |
|
WELLS FARGO & CO/MN |
|
*New |
2023-12-31 |
13 |
$1,000 |
13 |
|
TOWER RESEARCH CAPITAL LLC |
5481 |
*New |
2023-12-31 |
9 |
$1,000 |
9 |
|
|
13 Records found
|
1
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