| |
Institutional
Holders
Total
Institutions:
 |
31  6 |
|
|
Total
shares held :
|
1,613,164 |
|
|
% of shares
held :
|
18.91% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
225,772 |
|
|
% of shares
held change :
|
2.65% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$6.75 |
|
|
Last
Quarter's Ending
Price :
|
$7.87 |
|
|
Last
Quarter's Average
Price :
|
$7.30 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.40 (5.48%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
2140 |
- |
2023-12-31 |
340,335 |
$2,678,000 |
-25,611 |
|
| SABA CAPITAL MANAGEMENT, L.P. |
163 |
- |
2023-12-31 |
271,905 |
$2,140,000 |
221,937 |
|
| Old Port Advisors |
61 |
- |
2023-09-30 |
231,348 |
$1,606,000 |
-5,091 |
|
| MORGAN STANLEY |
4639 |
- |
2023-12-31 |
164,154 |
$1,292,000 |
4,923 |
|
| Capital Investment Advisors LLC |
253 |
- |
2024-03-31 |
162,550 |
$1,248,000 |
15,250 |
|
| UBS Group AG |
3503 |
- |
2023-12-31 |
112,857 |
$888,000 |
-7,464 |
|
| AE Wealth Management LLC |
1308 |
- |
2023-12-31 |
85,813 |
$644,000 |
7,046 |
|
| Advisor Group Holdings Inc. |
3044 |
- |
2023-12-31 |
71,439 |
$562,000 |
-39,154 |
|
| Cornerstone Advisors LLC |
288 |
- |
2023-12-31 |
60,414 |
$475,000 |
26,578 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2867 |
- |
2024-03-31 |
58,797 |
$452,000 |
461 |
|
| Moors & Cabot Inc. |
651 |
- |
2023-12-31 |
35,501 |
$279,000 |
-6,200 |
|
| Cetera Investment Advisers |
1887 |
- |
2023-12-31 |
31,625 |
$249,000 |
-1,072 |
|
| Retirement Planning Co of New England Inc. |
209 |
- |
2023-12-31 |
26,695 |
$210,000 |
839 |
|
| LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
709 |
*New |
2023-12-31 |
25,152 |
$198,000 |
25,152 |
|
| ROYAL BANK OF CANADA |
4496 |
- |
2023-12-31 |
24,297 |
$191,000 |
-4,410 |
|
| Miracle Mile Advisors LLC |
478 |
- |
2024-03-31 |
24,000 |
$184,000 |
3,000 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
207 |
- |
2024-03-31 |
20,949 |
$161,000 |
18,049 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2217 |
- |
2024-03-31 |
20,838 |
$160,000 |
75 |
|
| WEDBUSH MORGAN SECURITIES INC |
990 |
- |
2023-12-31 |
19,985 |
$157,000 |
-5,354 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
705 |
- |
2024-03-31 |
20,500 |
$155,000 |
8,300 |
|
| BANK OF AMERICA CORP /DE/ |
5153 |
- |
2023-12-31 |
17,866 |
$141,000 |
-4,414 |
|
| WELLS FARGO & CO/MN |
4191 |
- |
2023-12-31 |
14,935 |
$118,000 |
-17,788 |
|
| Csenge Advisory Group |
685 |
- |
2024-03-31 |
14,678 |
$113,000 |
1,171 |
|
| RIVERNORTH CAPITAL MANAGEMENT, INC. |
241 |
*New |
2023-12-31 |
13,872 |
$109,000 |
13,872 |
|
| Wealth Alliance Advisory Group LLC |
182 |
- |
2024-03-31 |
13,000 |
$100,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
2292 |
*New |
2023-12-31 |
3,644 |
$29,000 |
3,644 |
|
| Gilliland Jeter Wealth Management LLC |
393 |
*New |
2024-03-31 |
2,133 |
$16,000 |
2,133 |
|
| HANSON MCCLAIN, INC. |
1917 |
- |
2024-03-31 |
2,000 |
$15,000 |
0 |
|
| BDO Wealth Advisors LLC |
697 |
- |
2023-06-30 |
1,293 |
$10,000 |
-2,696 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
870 |
$7,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2604 |
- |
2024-03-31 |
715 |
$5,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
4255 |
- |
2023-12-31 |
83 |
$1,000 |
0 |
|
| US BANCORP |
3806 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| VIRTU FINANCIAL LLC |
1579 |
*Closed |
2023-12-31 |
0 |
$0 |
-27,232 |
|
| WOLVERINE ASSET MANAGEMENT LLC |
1112 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,007 |
|
| PROEQUITIES INC. |
7499 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
36 Records found
|
1
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