|
Institutional
Holders
Total
Institutions:
|
581 52 |
|
Total
shares held :
|
88,393,802 |
|
% of shares
held :
|
98.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
221 |
|
Amount
of shares held :
|
13,115,898 |
|
% of shares
held change :
|
14.57% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
82
|
4,981,252
|
5.64%
|
|
|
Increased
Positions : |
292
|
11,582,950
|
13.1%
|
|
|
Unchanged
Positions : |
84
|
2,960,144
|
3.35%
|
|
|
Decreased
Positions : |
123
|
-2,734,025
|
-3.09%
|
|
|
Closed
Positions : |
30
|
-714,279
|
-0.81%
|
|
|
Guru
Positions : |
2
|
17,450
|
0.02%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
2 |
*New |
2024-03-31 |
2,508,489 |
$225,517,000 |
2,508,489 |
|
Drake & Associates LLC |
4 |
*New |
2023-12-31 |
215,469 |
$18,287,000 |
215,469 |
|
Ratio Wealth Group |
10 |
*New |
2023-12-31 |
202,850 |
$17,216,000 |
202,850 |
|
Redhawk Wealth Advisors Inc. |
5 |
*New |
2023-12-31 |
144,997 |
$12,306,000 |
144,997 |
|
Berkshire Money Management Inc. |
14 |
*New |
2023-12-31 |
141,829 |
$12,037,000 |
141,829 |
|
Allen Capital Group LLC |
16 |
*New |
2024-03-31 |
99,182 |
$8,916,000 |
99,182 |
|
BABSON CAPITAL MANAGEMENT LLC |
46 |
*New |
2023-12-31 |
98,601 |
$8,368,000 |
98,601 |
|
Unique Wealth Strategies LLC |
3 |
*New |
2024-03-31 |
84,601 |
$7,606,000 |
84,601 |
|
KICKSTAND VENTURES LLC. |
15 |
*New |
2023-12-31 |
80,560 |
$6,837,000 |
80,560 |
|
Elevated Capital Advisors LLC |
14 |
*New |
2024-03-31 |
60,207 |
$5,413,000 |
60,207 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1146 |
*New |
2023-12-31 |
56,302 |
$4,778,000 |
56,302 |
|
Allen Mooney & Barnes Investment Advisors LLC |
48 |
*New |
2024-03-31 |
29,443 |
$2,563,000 |
29,443 |
|
HARTLINE INVESTMENT CORP/ |
57 |
*New |
2024-03-31 |
23,656 |
$2,127,000 |
23,656 |
|
MADDEN SECURITIES Corp |
38 |
*New |
2024-03-31 |
17,544 |
$1,577,000 |
17,544 |
|
Bleakley Financial Group LLC |
|
*New |
2023-12-31 |
14,067 |
$1,194,000 |
14,067 |
|
Sawtooth Asset Management Inc. |
401 |
*New |
2023-12-31 |
14,067 |
$1,194,000 |
14,067 |
|
Ruggaard & Associates LLC |
23 |
*New |
2023-12-31 |
10,617 |
$901,000 |
10,617 |
|
Harwood Advisory Group LLC |
80 |
*New |
2023-12-31 |
10,588 |
$899,000 |
10,588 |
|
Advisor OS LLC |
177 |
*New |
2023-12-31 |
7,920 |
$672,000 |
7,920 |
|
Goepper Burkhardt LLC |
38 |
*New |
2023-12-31 |
7,510 |
$642,000 |
7,510 |
|
360 Financial Inc. |
39 |
*New |
2023-12-31 |
6,723 |
$571,000 |
6,723 |
|
Lloyd Advisory Services LLC. |
120 |
*New |
2024-03-31 |
5,400 |
$485,000 |
5,400 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
800 |
*New |
2023-12-31 |
5,213 |
$442,000 |
5,213 |
|
D E SHAW & CO INC |
2264 |
*New |
2023-12-31 |
5,145 |
$437,000 |
5,145 |
|
Balboa Wealth Partners |
125 |
*New |
2023-12-31 |
5,105 |
$433,000 |
5,105 |
|
Crabel Capital Management LLC |
83 |
*New |
2023-12-31 |
4,984 |
$423,000 |
4,984 |
|
Dash Acquisitions Inc. |
34 |
*New |
2024-03-31 |
4,717 |
$397,000 |
4,717 |
|
SAVANT CAPITAL MANAGEMENT INC |
630 |
*New |
2023-12-31 |
4,513 |
$383,000 |
4,513 |
|
Bayesian Capital Management LP |
457 |
*New |
2023-12-31 |
4,231 |
$359,000 |
4,231 |
|
Burns Matteson Capital Management LLC |
112 |
*New |
2023-12-31 |
3,954 |
$336,000 |
3,954 |
|
Snowden Capital Advisors LLC |
857 |
*New |
2023-12-31 |
3,955 |
$336,000 |
3,955 |
|
GRIES FINANCIAL LLC |
161 |
*New |
2023-12-31 |
3,903 |
$331,000 |
3,903 |
|
WESTEND CAPITAL MANAGEMENT LLC |
33 |
*New |
2024-03-31 |
3,438 |
$309,000 |
3,438 |
|
Ameliora Wealth Management Ltd. |
75 |
*New |
2024-03-31 |
3,250 |
$292,000 |
3,250 |
|
Mirador Capital Partners LP |
162 |
*New |
2024-03-31 |
3,138 |
$282,000 |
3,138 |
|
XML Financial LLC |
276 |
*New |
2023-12-31 |
3,170 |
$269,000 |
3,170 |
|
Strategies Wealth Advisors LLC |
82 |
*New |
2024-03-31 |
2,946 |
$265,000 |
2,946 |
|
HANCOCK HOLDING CO |
567 |
*New |
2023-12-31 |
3,094 |
$263,000 |
3,094 |
|
AQR CAPITAL MANAGEMENT LLC |
2117 |
*New |
2023-12-31 |
3,042 |
$258,000 |
3,042 |
|
JANE STREET GROUP LLC |
4565 |
*New |
2023-12-31 |
2,994 |
$254,000 |
2,994 |
|
Mendel Money Management |
120 |
*New |
2024-03-31 |
2,685 |
$241,000 |
2,685 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
434 |
*New |
2023-12-31 |
2,625 |
$223,000 |
2,625 |
|
Pallas Capital Advisors LLC |
401 |
*New |
2024-03-31 |
2,471 |
$222,000 |
2,471 |
|
ADVISORY SERVICES NETWORK, LLC |
1222 |
*New |
2023-12-31 |
2,585 |
$219,000 |
2,585 |
|
SP Asset Management LLC |
112 |
*New |
2023-12-31 |
2,525 |
$214,000 |
2,525 |
|
REGIONS FINANCIAL CORP |
790 |
*New |
2024-03-31 |
2,349 |
$211,000 |
2,349 |
|
IFG Advisory LLC |
547 |
*New |
2023-12-31 |
2,447 |
$208,000 |
2,447 |
|
TNB FINANCIAL |
223 |
*New |
2024-03-31 |
2,234 |
$201,000 |
2,234 |
|
Glass Jacobson Investment Advisors llc |
206 |
*New |
2024-03-31 |
2,229 |
$200,000 |
2,229 |
|
Family Asset Management LLC |
107 |
*New |
2023-12-31 |
2,161 |
$183,000 |
2,161 |
|
PITTENGER & ANDERSON INC |
|
*New |
2024-03-31 |
1,200 |
$108,000 |
1,200 |
|
Colonial Trust Co / SC |
446 |
*New |
2023-12-31 |
836 |
$71,000 |
836 |
|
Pinnacle Bank |
370 |
*New |
2024-03-31 |
672 |
$60,000 |
672 |
|
JONES FINANCIAL COMPANIES LLLP |
457 |
*New |
2023-12-31 |
655 |
$56,000 |
655 |
|
Centerpoint Advisors LLC |
152 |
*New |
2024-03-31 |
616 |
$55,000 |
616 |
|
Sage Mountain Advisors LLC |
364 |
*New |
2024-03-31 |
559 |
$50,000 |
559 |
|
Scarborough Advisors LLC |
173 |
*New |
2023-12-31 |
577 |
$49,000 |
577 |
|
BerganKDV Wealth Management LLC |
381 |
*New |
2023-06-30 |
574 |
$46,000 |
574 |
|
Salomon & Ludwin LLC |
|
*New |
2024-03-31 |
400 |
$36,000 |
400 |
|
NATIXIS |
829 |
*New |
2023-12-31 |
383 |
$32,000 |
383 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
133 |
$12,000 |
133 |
|
KESSLER INVESTMENT GROUP, LLC |
133 |
*New |
2024-03-31 |
100 |
$9,000 |
100 |
|
WOODMONT INVESTMENT COUNSEL LLC |
338 |
*New |
2024-03-31 |
81 |
$7,000 |
81 |
|
Bell Investment Advisors Inc |
1420 |
*New |
2023-12-31 |
29 |
$2,000 |
29 |
|
TOTH FINANCIAL ADVISORY CORP |
686 |
*New |
2024-03-31 |
15 |
$1,000 |
15 |
|
Raleigh Capital Management Inc. |
1020 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
66 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|