|
Institutional
Holders
Total
Institutions:
|
211 22 |
|
Total
shares held :
|
51,722,122 |
|
% of shares
held :
|
40.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
62 |
|
Amount
of shares held :
|
11,183,611 |
|
% of shares
held change :
|
8.84% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$8.19 |
|
Last
Quarter's Ending
Price :
|
$8.78 |
|
Last
Quarter's Average
Price :
|
$8.36 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.59 (19.02%) |
|
|
|
|
|
|
|
|
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 |
1497 |
- |
2023-12-31 |
7,173,157 |
$62,980,000 |
1,498,452 |
|
FINANCIAL NETWORK |
59 |
- |
2023-12-31 |
7,033,362 |
$61,753,000 |
-876,805 |
|
BANK OF AMERICA CORP /DE/ |
1507 |
- |
2023-12-31 |
3,362,489 |
$29,523,000 |
100,916 |
|
RAYMOND JAMES & ASSOCIATES |
601 |
- |
2023-12-31 |
3,193,349 |
$28,038,000 |
2,233,838 |
|
BROWN ADVISORY HOLDINGS INC |
300 |
- |
2023-12-31 |
2,697,416 |
$23,683,000 |
-1,875 |
|
ROYAL BANK OF CANADA |
1125 |
- |
2023-12-31 |
2,223,634 |
$19,522,000 |
632,382 |
|
FIXED INCOME SECURITIES INC |
52 |
- |
2023-12-31 |
1,897,378 |
$16,659,000 |
472,414 |
|
KAYNE ANDERSON CAPITAL ADVISORS LP |
31 |
*New |
2023-12-31 |
1,614,122 |
$14,172,000 |
1,614,122 |
|
Penserra Capital Management LLC |
66 |
- |
2023-12-31 |
1,350,598 |
$11,858,000 |
93,481 |
|
WELLS FARGO & CO/MN |
1435 |
- |
2023-12-31 |
1,258,090 |
$11,046,000 |
429,415 |
|
UBS Group AG |
1410 |
- |
2023-12-31 |
1,221,864 |
$10,728,000 |
46,417 |
|
STANSBERRY ASSET MANAGEMENT LLC |
22 |
- |
2023-12-31 |
980,888 |
$8,612,000 |
-130,722 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
56 |
*New |
2023-12-31 |
967,569 |
$8,495,000 |
967,569 |
|
SABA CAPITAL MANAGEMENT, L.P. |
92 |
- |
2023-12-31 |
885,617 |
$7,776,000 |
535,028 |
|
Cadent Capital Advisors LLC |
5 |
- |
2023-12-31 |
856,910 |
$7,524,000 |
-35,804 |
|
ZAZOVE ASSOCIATES LLC |
4 |
- |
2023-12-31 |
781,787 |
$6,864,000 |
313,280 |
|
Quantedge Capital Pte Ltd |
9 |
- |
2023-12-31 |
677,894 |
$5,952,000 |
284,386 |
|
STIFEL FINANCIAL CORP |
1021 |
- |
2023-12-31 |
670,320 |
$5,885,000 |
201,039 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1058 |
- |
2023-12-31 |
583,776 |
$5,126,000 |
48,745 |
|
Advisor Group Holdings Inc. |
1221 |
- |
2023-12-31 |
548,652 |
$4,817,000 |
-371,650 |
|
WNY Asset Management LLC |
30 |
- |
2023-12-31 |
491,423 |
$4,315,000 |
17,934 |
|
HIGHTOWER ADVISORS, LLC |
1044 |
- |
2023-12-31 |
477,160 |
$4,197,000 |
296,929 |
|
Meridian Wealth Management LLC |
91 |
- |
2023-12-31 |
419,965 |
$3,687,000 |
-408,949 |
|
GUGGENHEIM CAPITAL LLC |
658 |
- |
2023-12-31 |
392,349 |
$3,445,000 |
-5,628 |
|
WOLVERINE ASSET MANAGEMENT LLC |
89 |
- |
2023-12-31 |
371,841 |
$3,265,000 |
-90,932 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
83 |
- |
2023-12-31 |
369,648 |
$3,246,000 |
369,648 |
|
JANNEY MONTGOMERY SCOTT LLC |
906 |
- |
2023-12-31 |
361,012 |
$3,170,000 |
250,048 |
|
Pathstone Holdings LLC |
590 |
- |
2023-12-31 |
335,208 |
$2,943,000 |
0 |
|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
19 |
- |
2023-12-31 |
326,642 |
$2,868,000 |
-23,961 |
|
McGowan Group Asset Management Inc. |
32 |
*New |
2023-12-31 |
323,948 |
$2,844,000 |
323,948 |
|
Sea Otter Advisors LLC |
4 |
- |
2023-12-31 |
323,800 |
$2,843,000 |
148,800 |
|
TERRIL BROTHERS INC. |
27 |
- |
2023-12-31 |
302,565 |
$2,657,000 |
162,990 |
|
Garner Asset Management Corp |
15 |
- |
2023-12-31 |
301,407 |
$2,588,000 |
173,392 |
|
TSP CAPITAL MANAGEMENT GROUP LLC |
27 |
- |
2023-12-31 |
278,525 |
$2,445,000 |
2,750 |
|
LPL FINANCIAL CORP |
2310 |
- |
2023-12-31 |
248,853 |
$2,185,000 |
106,879 |
|
Beverly Hills Private Wealth LLC |
49 |
- |
2023-12-31 |
244,859 |
$2,150,000 |
-5,810 |
|
FourThought Financial Partners LLC |
89 |
*New |
2023-12-31 |
230,564 |
$2,024,000 |
230,564 |
|
OPPENHEIMER & CO INC |
525 |
- |
2023-12-31 |
204,779 |
$1,798,000 |
118,371 |
|
Bridgewater Advisors Inc. |
55 |
- |
2023-12-31 |
196,413 |
$1,725,000 |
-6,480 |
|
CAMELOT PORTFOLIOS, LLC |
|
*New |
2023-12-31 |
186,686 |
$1,639,000 |
186,686 |
|
NWAM LLC |
153 |
- |
2023-12-31 |
185,792 |
$1,631,000 |
154,487 |
|
CALDWELL SUTTER CAPITAL INC. |
27 |
- |
2023-12-31 |
180,262 |
$1,583,000 |
-3,610 |
|
Lido Advisors LLC |
420 |
*New |
2023-12-31 |
178,589 |
$1,568,000 |
178,589 |
|
Cornerstone Advisory LLP |
65 |
- |
2023-12-31 |
167,960 |
$1,475,000 |
-3,580 |
|
FLAGSHIP HARBOR ADVISORS LLC |
192 |
*New |
2023-12-31 |
149,723 |
$1,315,000 |
149,723 |
|
Propel Bio Management LLC |
23 |
- |
2023-12-31 |
147,033 |
$1,291,000 |
0 |
|
Simplify Asset Management Inc. |
55 |
- |
2023-12-31 |
147,033 |
$1,259,000 |
0 |
|
Private Wealth Strategies L.L.C. |
20 |
- |
2023-12-31 |
131,509 |
$1,155,000 |
-2,990 |
|
NATIONAL ASSET MANAGEMENT, INC. |
486 |
- |
2023-12-31 |
130,081 |
$1,142,000 |
-9,920 |
|
EDGEMOOR CAPITAL MANAGEMENT INC |
85 |
- |
2023-12-31 |
117,357 |
$1,030,000 |
505 |
|
Claybrook Capital LLC |
55 |
- |
2023-09-30 |
121,491 |
$1,022,000 |
0 |
|
Magnus Financial Group LLC |
120 |
- |
2023-12-31 |
113,495 |
$996,000 |
2,240 |
|
Deschutes Portfolio Strategy LLC |
66 |
*New |
2023-12-31 |
105,311 |
$925,000 |
105,311 |
|
RFG Advisory Group LLC |
|
- |
2023-12-31 |
92,448 |
$812,000 |
-1,256 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1775 |
- |
2023-12-31 |
92,448 |
$812,000 |
30,863 |
|
Aristides Capital LLC |
61 |
*New |
2023-12-31 |
91,063 |
$800,000 |
91,063 |
|
SIT INVESTMENT ASSOCIATES INC |
375 |
- |
2023-12-31 |
89,811 |
$789,000 |
30,836 |
|
PROSPERA FINANCIAL SERVICES |
528 |
*New |
2023-12-31 |
89,038 |
$782,000 |
89,038 |
|
Arete Wealth Advisors LLC |
300 |
- |
2023-12-31 |
88,967 |
$781,000 |
70,258 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
591 |
- |
2023-12-31 |
87,796 |
$771,000 |
-1,383 |
|
Independent Wealth Network Inc. |
67 |
- |
2023-12-31 |
85,384 |
$750,000 |
34,580 |
|
J P MORGAN CHASE & CO |
3472 |
- |
2023-12-31 |
85,410 |
$750,000 |
71,273 |
|
ENVESTNET ASSET MANAGEMENT INC |
3131 |
- |
2023-12-31 |
80,726 |
$709,000 |
67,119 |
|
Moloney Securities Asset Management LLC |
203 |
- |
2023-12-31 |
79,903 |
$702,000 |
67,540 |
|
Cooper Financial Group |
153 |
- |
2023-12-31 |
79,464 |
$698,000 |
18,663 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1108 |
- |
2023-09-30 |
82,373 |
$693,000 |
1,258 |
|
TCTC HOLDINGS, LLC |
129 |
- |
2023-12-31 |
78,355 |
$688,000 |
-3,150 |
|
JEPPSON WEALTH MANAGEMENT LLC |
87 |
- |
2023-12-31 |
77,759 |
$683,000 |
1,711 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2401 |
- |
2023-12-31 |
77,587 |
$681,000 |
-7,930 |
|
Beck Bode LLC |
102 |
- |
2023-12-31 |
76,690 |
$673,000 |
28,455 |
|
Rockefeller Capital Management L.P. |
1278 |
- |
2023-12-31 |
73,654 |
$647,000 |
27,642 |
|
Yakira Capital Management Inc. |
89 |
*New |
2023-12-31 |
69,095 |
$607,000 |
69,095 |
|
Koshinski Asset Management Inc. |
254 |
*New |
2023-12-31 |
66,806 |
$587,000 |
66,806 |
|
HILLTOP HOLDINGS INC. |
316 |
- |
2023-12-31 |
66,292 |
$582,000 |
-2,799 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1142 |
- |
2023-12-31 |
64,949 |
$570,000 |
49,783 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
392 |
- |
2023-12-31 |
63,349 |
$556,000 |
-535 |
|
WETHERBY ASSET MANAGEMENT INC |
516 |
- |
2023-12-31 |
63,000 |
$553,000 |
-2,216 |
|
COMERICA BANK |
1842 |
- |
2023-12-31 |
58,757 |
$516,000 |
-2,303 |
|
Claraphi Advisory Network LLC |
134 |
- |
2022-12-31 |
56,300 |
$482,000 |
33,468 |
|
MONETARY MANAGEMENT GROUP INC |
129 |
- |
2023-12-31 |
54,900 |
$482,000 |
-1,500 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
54,340 |
$477,000 |
9,321 |
|
BB&T CORP |
1970 |
- |
2023-12-31 |
54,228 |
$476,000 |
26,549 |
|
NORTHERN TRUST CORP |
3555 |
- |
2023-12-31 |
53,033 |
$466,000 |
19,464 |
|
LINCOLN NATIONAL CORP |
700 |
- |
2023-12-31 |
52,787 |
$463,000 |
1,168 |
|
Good Life Advisors LLC |
245 |
*New |
2023-12-31 |
51,816 |
$455,000 |
51,816 |
|
GUYASUTA INVESTMENT ADVISORS INC |
157 |
*New |
2023-12-31 |
50,030 |
$439,000 |
50,030 |
|
US BANCORP |
1578 |
- |
2023-12-31 |
49,529 |
$435,000 |
-659 |
|
Steward Partners Investment Advisory LLC |
1061 |
- |
2023-12-31 |
48,584 |
$427,000 |
1,822 |
|
Baird Financial Group Inc. |
1418 |
- |
2023-12-31 |
47,035 |
$413,000 |
9,959 |
|
Sonora Investment Management Group LLC |
148 |
- |
2023-12-31 |
46,990 |
$413,000 |
-1,435 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1628 |
- |
2023-12-31 |
45,511 |
$400,000 |
24,858 |
|
Lokken Investment Group LLC |
87 |
*New |
2023-12-31 |
45,594 |
$400,000 |
45,594 |
|
U.S. Capital Wealth Advisors LLC |
509 |
- |
2023-12-31 |
42,350 |
$372,000 |
-3,000 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
258 |
- |
2023-12-31 |
42,096 |
$370,000 |
26,873 |
|
ESSEX FINANCIAL SERVICES INC |
357 |
- |
2023-12-31 |
41,624 |
$365,000 |
-2,324 |
|
PNC FINANCIAL SERVICES GROUP INC |
1717 |
- |
2023-12-31 |
40,837 |
$359,000 |
0 |
|
AJ WEALTH STRATEGIES LLC |
216 |
- |
2023-06-30 |
43,926 |
$358,000 |
1,069 |
|
BHK Investment Advisors LLC |
36 |
- |
2023-12-31 |
40,500 |
$356,000 |
5,500 |
|
Moors & Cabot Inc. |
569 |
- |
2023-12-31 |
39,985 |
$351,000 |
0 |
|
Mutual Advisors LLC |
764 |
- |
2023-12-31 |
39,432 |
$346,000 |
-89 |
|
|
100 Records found
|
1
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