|
Institutional
Holders
Total
Institutions:
|
56 3 |
|
Total
shares held :
|
2,436,950 |
|
% of shares
held :
|
25.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
-24,677 |
|
% of shares
held change :
|
-0.25% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.05 |
|
Last
Quarter's Ending
Price :
|
$20.18 |
|
Last
Quarter's Average
Price :
|
$17.98 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.12 (0.67%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BESSEMER GROUP INC |
275 |
- |
2023-12-31 |
619,634 |
$12,504,000 |
116,164 |
|
LPL FINANCIAL CORP |
1428 |
- |
2024-03-31 |
472,591 |
$8,530,000 |
39,329 |
|
TAP Consulting LLC |
20 |
- |
2024-03-31 |
306,718 |
$5,536,000 |
22,887 |
|
ENVESTNET ASSET MANAGEMENT INC |
2695 |
- |
2023-12-31 |
66,864 |
$1,349,000 |
1,084 |
|
CLS INVESTMENT FIRM LLC |
640 |
- |
2022-12-31 |
66,986 |
$1,306,000 |
2,234 |
|
WELLS FARGO & CO/MN |
2859 |
- |
2024-03-31 |
69,014 |
$1,246,000 |
4,463 |
|
Anfield Capital Management LLC |
50 |
- |
2024-03-31 |
56,370 |
$1,017,000 |
3,864 |
|
Orion Portfolio Solutions LLC |
1004 |
- |
2024-03-31 |
52,767 |
$952,000 |
349 |
|
Clear Creek Financial Management LLC |
253 |
- |
2024-03-31 |
26,414 |
$477,000 |
14,419 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2668 |
- |
2024-03-31 |
17,135 |
$309,000 |
238 |
|
NATIXIS |
650 |
- |
2023-12-31 |
14,029 |
$283,000 |
306 |
|
LEE MUNDER CAPITAL GROUP, LLC |
273 |
- |
2024-03-31 |
15,654 |
$283,000 |
1,608 |
|
RAYMOND JAMES & ASSOCIATES |
3475 |
- |
2024-03-31 |
13,072 |
$236,000 |
42 |
|
ROYAL BANK OF CANADA |
4567 |
- |
2023-12-31 |
8,665 |
$175,000 |
5,161 |
|
Aptus Capital Advisors LLC |
590 |
- |
2023-12-31 |
6,033 |
$122,000 |
355 |
|
Parallel Advisors LLC |
2007 |
- |
2024-03-31 |
1,061 |
$19,000 |
1,000 |
|
SIMPLEX TRADING LLC |
1955 |
- |
2024-03-31 |
340 |
$6,000 |
177 |
|
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17 Records found
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1
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