| |
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 :
|
|
|
|
1.40 (16.75%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BROWN ADVISORY HOLDINGS INC |
293 |
- |
2024-03-31 |
2,697,416 |
$27,001,000 |
0 |
|
| Simplify Asset Management Inc. |
55 |
- |
2023-12-31 |
147,033 |
$1,259,000 |
0 |
|
| Claybrook Capital LLC |
55 |
- |
2023-09-30 |
121,491 |
$1,022,000 |
0 |
|
| GUYASUTA INVESTMENT ADVISORS INC |
158 |
- |
2024-03-31 |
50,030 |
$439,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1717 |
- |
2023-12-31 |
40,837 |
$359,000 |
0 |
|
| Moors & Cabot Inc. |
569 |
- |
2023-12-31 |
39,985 |
$351,000 |
0 |
|
| Operose Advisors LLC |
77 |
- |
2023-12-31 |
38,146 |
$335,000 |
0 |
|
| Spire Wealth Management |
682 |
- |
2024-03-31 |
28,032 |
$281,000 |
0 |
|
| Schechter Investment Advisors LLC |
467 |
- |
2023-12-31 |
31,583 |
$277,000 |
0 |
|
| Journey Advisory Group LLC |
182 |
- |
2023-12-31 |
30,000 |
$263,000 |
0 |
|
| Centurion Wealth Management LLC |
|
- |
2023-12-31 |
28,032 |
$246,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
306 |
- |
2023-12-31 |
20,000 |
$176,000 |
0 |
|
| ARROWPOINT ASSET MANAGEMENT, LLC |
301 |
- |
2023-12-31 |
13,521 |
$119,000 |
0 |
|
| Vivaldi Capital Management LLC |
217 |
- |
2023-12-31 |
12,730 |
$110,000 |
0 |
|
| FIRST NATIONAL BANK OF MOUNT DORA, TRUST INVESTMEN |
129 |
- |
2024-03-31 |
10,399 |
$104,000 |
0 |
|
| Blue Barn Wealth LLC |
125 |
- |
2023-12-31 |
11,100 |
$97,000 |
0 |
|
| Benchmark Investment Advisors LLC |
316 |
- |
2023-12-31 |
10,000 |
$88,000 |
0 |
|
| Parallel Advisors LLC |
1192 |
- |
2023-12-31 |
9,300 |
$82,000 |
0 |
|
| WELLINGTON SHIELDS & CO., LLC |
257 |
- |
2023-12-31 |
8,625 |
$76,000 |
0 |
|
| CHILTON CAPITAL MANAGEMENT LLC |
323 |
- |
2023-12-31 |
8,000 |
$70,000 |
0 |
|
| NBC SECURITIES INC. |
1070 |
- |
2024-03-31 |
6,295 |
$63,000 |
0 |
|
| Lindbrook Capital LLC |
761 |
- |
2024-03-31 |
5,400 |
$54,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1581 |
- |
2023-12-31 |
6,000 |
$52,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
186 |
- |
2024-03-31 |
3,338 |
$33,000 |
0 |
|
| PINNACLE FINANCIAL PARTNERS INC |
|
- |
2023-12-31 |
2,255 |
$20,000 |
0 |
|
| Sunbelt Securities Inc. |
1123 |
- |
2024-03-31 |
1,635 |
$16,000 |
0 |
|
| Salomon & Ludwin LLC |
455 |
- |
2023-12-31 |
1,650 |
$14,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
823 |
- |
2024-03-31 |
1,209 |
$12,000 |
0 |
|
| AYRSHIRE ASSOCIATES INC |
441 |
- |
2023-12-31 |
1,266 |
$11,000 |
0 |
|
| Lee Financial CORP |
424 |
- |
2023-12-31 |
1,150 |
$10,000 |
0 |
|
| M&R CAPITAL MANAGEMENT INC |
368 |
- |
2024-03-31 |
870 |
$9,000 |
0 |
|
| Johnson Midwest Financial LLC |
217 |
- |
2023-09-30 |
1,100 |
$9,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
579 |
- |
2023-12-31 |
817 |
$7,000 |
0 |
|
| Sound Income Strategies LLC |
873 |
- |
2024-03-31 |
575 |
$6,000 |
0 |
|
| Venturi Wealth Management LLC |
1055 |
- |
2024-03-31 |
606 |
$6,000 |
0 |
|
| CWM LLC |
3680 |
- |
2024-03-31 |
500 |
$5,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
525 |
- |
2023-12-31 |
400 |
$4,000 |
0 |
|
| Westside Investment Management Inc. |
703 |
- |
2024-03-31 |
422 |
$4,000 |
0 |
|
| Efficient Wealth Management LLC |
|
- |
2023-12-31 |
400 |
$4,000 |
0 |
|
| Beacon Capital Management LLC |
736 |
- |
2023-12-31 |
352 |
$3,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
396 |
- |
2024-03-31 |
205 |
$2,000 |
0 |
|
| WHITTIER TRUST CO |
1447 |
- |
2023-12-31 |
66 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
2113 |
- |
2023-12-31 |
160 |
$1,000 |
0 |
|
| CITIGROUP INC |
4505 |
- |
2023-12-31 |
55 |
$0 |
0 |
|
| JJJ Advisors Inc. |
1063 |
- |
2024-03-31 |
19 |
$0 |
0 |
|
|
45 Records found
|
1
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