| |
Institutional
Holders
Total
Institutions:
 |
45  1 |
|
|
Total
shares held :
|
16,434,741 |
|
|
% of shares
held :
|
10.78% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
333,636 |
|
|
% of shares
held change :
|
 0.22% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  DAIWA SECURITIES GROUP INC. |
8 |
- |
2023-12-31 |
13,220,068 |
$441,550,000 |
300,068 |
|
| MORGAN STANLEY |
1315 |
- |
2023-12-31 |
2,408,173 |
$80,433,000 |
-51,773 |
|
| Gladstone Institutional Advisory LLC |
58 |
- |
2023-12-31 |
216,780 |
$7,240,000 |
1,443 |
|
| GOLDMAN SACHS GROUP INC/ |
2647 |
*New |
2023-12-31 |
130,302 |
$4,352,000 |
130,302 |
|
| ROYAL BANK OF CANADA |
2817 |
- |
2023-12-31 |
42,618 |
$1,424,000 |
-7,214 |
|
| LPL FINANCIAL CORP |
2709 |
- |
2023-12-31 |
41,814 |
$1,397,000 |
569 |
|
| Cetera Investment Advisers |
1025 |
- |
2023-12-31 |
34,642 |
$1,157,000 |
4,828 |
|
| Kingsview Wealth Management LLC |
440 |
- |
2023-12-31 |
33,626 |
$1,123,000 |
-1,089 |
|
| US FINANCIAL ADVISORS LLC |
39 |
- |
2023-12-31 |
32,824 |
$1,096,000 |
2,284 |
|
| Wealthfront Advisers LLC |
612 |
- |
2024-03-31 |
28,196 |
$1,021,000 |
10,739 |
|
| Perennial Investment Advisors LLC |
103 |
- |
2023-12-31 |
29,621 |
$989,000 |
288 |
|
| Merit Financial Group LLC |
366 |
- |
2023-12-31 |
23,951 |
$800,000 |
-755 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
322 |
*New |
2023-12-31 |
23,471 |
$784,000 |
23,471 |
|
| STIFEL FINANCIAL CORP |
2295 |
- |
2023-12-31 |
22,955 |
$767,000 |
-1,000 |
|
| HIGHTOWER ADVISORS, LLC |
1963 |
- |
2023-12-31 |
22,641 |
$758,000 |
-856 |
|
| FINANCIAL ARCHITECTS INC |
175 |
- |
2023-06-30 |
22,242 |
$690,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2418 |
- |
2023-12-31 |
20,096 |
$671,000 |
0 |
|
| SMART PORTFOLIOS, LLC |
40 |
- |
2023-12-31 |
15,707 |
$548,000 |
-1,662 |
|
| BANK OF AMERICA CORP /DE/ |
4544 |
- |
2023-12-31 |
13,390 |
$447,000 |
-536 |
|
| Change Path LLC |
421 |
- |
2023-12-31 |
11,580 |
$387,000 |
-2,207 |
|
| Western Wealth Management LLC |
479 |
*New |
2023-12-31 |
11,375 |
$380,000 |
11,375 |
|
| Syntegra Private Wealth Group LLC |
84 |
- |
2023-12-31 |
11,103 |
$371,000 |
-144 |
|
| Farrow Financial Inc. |
48 |
- |
2023-12-31 |
8,113 |
$271,000 |
0 |
|
| Snowden Capital Advisors LLC |
1004 |
- |
2023-12-31 |
7,050 |
$235,000 |
0 |
|
| GeoWealth Management LLC |
478 |
- |
2023-12-31 |
6,644 |
$222,000 |
0 |
|
| Advisor Group Holdings Inc. |
3836 |
- |
2023-12-31 |
6,474 |
$216,000 |
-5,906 |
|
| HBW Advisory Services LLC |
290 |
- |
2024-03-31 |
5,446 |
$182,000 |
0 |
|
| HANSON MCCLAIN, INC. |
926 |
- |
2024-03-31 |
3,581 |
$130,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2825 |
*New |
2023-12-31 |
3,170 |
$106,000 |
3,170 |
|
| UBS Group AG |
5106 |
- |
2023-12-31 |
2,141 |
$72,000 |
1,369 |
|
| Tradition Wealth Management LLC |
653 |
- |
2023-12-31 |
1,303 |
$44,000 |
0 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,300 |
$43,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2168 |
- |
2023-12-31 |
1,090 |
$36,000 |
-329 |
|
| JOHNSON FINANCIAL GROUP, INC. |
487 |
- |
2023-12-31 |
1,000 |
$34,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1734 |
- |
2023-12-31 |
950 |
$31,000 |
0 |
|
| FMR LLC |
3645 |
- |
2023-12-31 |
811 |
$27,000 |
-312 |
|
| HARVEST GROUP WEALTH MANAGEMENT LLC |
74 |
- |
2023-03-31 |
779 |
$23,000 |
-30 |
|
| COMERICA BANK |
2944 |
- |
2023-12-31 |
559 |
$19,000 |
0 |
|
| Goss Wealth Management LLC |
2697 |
- |
2023-12-31 |
414 |
$14,000 |
0 |
|
| Capital Investment Advisory Services LLC |
848 |
- |
2024-03-31 |
163 |
$6,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1351 |
- |
2023-12-31 |
80 |
$3,000 |
0 |
|
| CITIGROUP INC |
4363 |
- |
2023-12-31 |
100 |
$3,000 |
-2 |
|
| HARBOUR INVESTMENTS INC. |
2601 |
- |
2023-12-31 |
95 |
$3,000 |
0 |
|
| Creekmur Asset Management LLC |
|
- |
2023-12-31 |
61 |
$2,000 |
0 |
|
| WELLS FARGO & CO/MN |
6069 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| CITADEL ADVISORS LLC |
5769 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,182 |
|
| Toroso Investments LLC |
1474 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,550 |
|
| PROEQUITIES INC. |
7194 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Frazier Financial Advisors LLC |
848 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| 3D/L Capital Management LLC |
73 |
*Closed |
2023-12-31 |
0 |
$0 |
-25,740 |
|
|
50 Records found
|
1
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