|
Institutional
Holders
Total
Institutions:
|
34 0 |
|
Total
shares held :
|
26,703,280 |
|
% of shares
held :
|
21.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-3,420,614 |
|
% of shares
held change :
|
-2.72% |
|
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 |
Bill & Melinda Gates Foundation |
7 |
- |
2023-12-31 |
14,285,714 |
$857,000 |
0 |
|
RIMA MANAGEMENT LLC |
47 |
- |
2023-12-31 |
8,072,781 |
$508,000 |
-2,522,037 |
|
BDO Wealth Advisors LLC |
355 |
- |
2023-06-30 |
186,220 |
$89,000 |
24,900 |
|
BEACON INVESTMENT ADVISORY SERVICES INC. |
262 |
- |
2023-12-31 |
1,035,100 |
$65,000 |
0 |
|
MORGAN STANLEY |
5938 |
- |
2023-12-31 |
818,776 |
$52,000 |
-225,000 |
|
Alpine Partners VI LLC |
159 |
- |
2023-12-31 |
747,157 |
$48,000 |
-176,209 |
|
COLONY GROUP LLC |
746 |
- |
2023-09-30 |
132,690 |
$32,000 |
0 |
|
LMR Partners LLP |
467 |
- |
2023-12-31 |
273,034 |
$17,000 |
0 |
|
JANE STREET GROUP LLC |
5244 |
*New |
2023-12-31 |
257,030 |
$16,000 |
257,030 |
|
GEODE CAPITAL MANAGEMENT LLC |
4549 |
- |
2023-12-31 |
214,442 |
$14,000 |
127,762 |
|
RSM US WEALTH MANAGEMENT LLC |
619 |
*New |
2023-12-31 |
186,220 |
$12,000 |
186,220 |
|
PATHSTONE FAMILY OFFICE, LLC |
1651 |
- |
2023-09-30 |
45,738 |
$11,000 |
0 |
|
WETHERBY ASSET MANAGEMENT INC |
910 |
- |
2023-12-31 |
83,489 |
$5,000 |
0 |
|
Beacon Pointe Advisors LLC |
1280 |
- |
2023-12-31 |
72,040 |
$5,000 |
0 |
|
DOrazio & Associates Inc. |
188 |
*New |
2023-12-31 |
59,433 |
$4,000 |
59,433 |
|
Sound View Wealth Advisors Group LLC |
376 |
- |
2023-12-31 |
69,198 |
$4,000 |
0 |
|
SIGNATUREFD, LLC |
2620 |
- |
2023-12-31 |
54,980 |
$3,000 |
0 |
|
COLONY GROUP, LLC |
774 |
*New |
2023-12-31 |
33,038 |
$2,000 |
33,038 |
|
MARINER WEALTH ADVISORS, LLC |
3025 |
- |
2023-12-31 |
30,000 |
$2,000 |
0 |
|
TWO SIGMA SECURITIES LLC |
1346 |
- |
2023-12-31 |
25,036 |
$2,000 |
25,036 |
|
VIRTU FINANCIAL LLC |
1476 |
- |
2023-12-31 |
28,327 |
$2,000 |
12,653 |
|
INTL FCSTONE INC. |
258 |
*New |
2023-12-31 |
36,355 |
$2,000 |
36,355 |
|
HYMAN CHARLES D |
243 |
- |
2023-12-31 |
30,000 |
$2,000 |
0 |
|
OBERMEYER ASSET MANAGEMENT CO |
216 |
- |
2023-12-31 |
11,144 |
$1,000 |
0 |
|
Advisor Group Holdings Inc. |
6410 |
*New |
2023-12-31 |
20,000 |
$1,000 |
20,000 |
|
Hartland & Co. LLC |
1372 |
*New |
2023-12-31 |
10,000 |
$1,000 |
10,000 |
|
CAPTRUST FINANCIAL ADVISORS |
2632 |
- |
2023-12-31 |
12,000 |
$1,000 |
0 |
|
XTX Topco Ltd |
1498 |
*New |
2023-12-31 |
10,180 |
$1,000 |
10,180 |
|
BANK OF MONTREAL /CAN/ |
3305 |
- |
2023-12-31 |
20,000 |
$1,000 |
0 |
|
CWM LLC |
4283 |
- |
2024-03-31 |
24,349 |
$0 |
0 |
|
HIGHTOWER ADVISORS, LLC |
3343 |
*Closed |
2023-12-31 |
0 |
$0 |
-97,995 |
|
CAMBRIDGE TRUST CO |
687 |
*Closed |
2023-12-31 |
0 |
$0 |
-76,741 |
|
BANK OF AMERICA CORP /DE/ |
6343 |
- |
2023-12-31 |
26 |
$0 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
3827 |
*Closed |
2024-03-31 |
0 |
$0 |
-129,361 |
|
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
580 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,820 |
|
MILLENNIUM MANAGEMENT LLC |
4306 |
*Closed |
2023-12-31 |
0 |
$0 |
-24,996 |
|
UBS Group AG |
7987 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,300 |
|
GHP INVESTMENT ADVISORS INC |
864 |
*Closed |
2024-03-31 |
0 |
$0 |
-405 |
|
BALYASNY ASSET MANAGEMENT LLC |
2000 |
*Closed |
2023-12-31 |
0 |
$0 |
-974,295 |
|
ROYAL BANK OF CANADA |
6800 |
- |
2023-12-31 |
100 |
$0 |
100 |
|
MOORE CAPITAL MANAGEMENT, LP |
444 |
*New |
2023-12-31 |
62,500 |
$0 |
62,500 |
|
PROEQUITIES INC. |
9820 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Steward Partners Investment Advisory LLC |
3603 |
*Closed |
2023-12-31 |
0 |
$0 |
-42 |
|
ACCOUNT MANAGEMENT LLC |
25 |
*Closed |
2023-12-31 |
0 |
$0 |
-51,429 |
|
CRESTWOOD ADVISORS LLC |
409 |
*Closed |
2023-12-31 |
0 |
$0 |
-137,496 |
|
Farther Finance Advisors LLC |
3416 |
- |
2023-12-31 |
6,572 |
$0 |
-6,313 |
|
|
46 Records found
|
1
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