|
Institutional
Holders
Total
Institutions:
|
118 2 |
|
Total
shares held :
|
38,090,658 |
|
% of shares
held :
|
26.25% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
4,043,819 |
|
% of shares
held change :
|
2.79% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$9.59 |
|
Last
Quarter's Ending
Price :
|
$11.09 |
|
Last
Quarter's Average
Price :
|
$10.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.85 (8.35%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RIVERNORTH CAPITAL MANAGEMENT, INC. |
8 |
- |
2023-12-31 |
4,678,247 |
$51,882,000 |
-323,438 |
|
MORGAN STANLEY |
2423 |
- |
2023-12-31 |
2,297,671 |
$25,481,000 |
-492,274 |
|
UBS Group AG |
1146 |
- |
2023-12-31 |
1,593,210 |
$17,669,000 |
-170,616 |
|
WELLS FARGO & CO/MN |
|
- |
2024-03-31 |
998,302 |
$11,001,000 |
-22,117 |
|
Hennion & Walsh Asset Management Inc. |
53 |
- |
2024-03-31 |
562,717 |
$6,201,000 |
-48,020 |
|
MARINER WEALTH ADVISORS, LLC |
631 |
- |
2023-12-31 |
524,795 |
$5,820,000 |
-32,645 |
|
HANSON MCCLAIN, INC. |
253 |
- |
2024-03-31 |
263,693 |
$2,906,000 |
-20,497 |
|
Oakmont Partners LLC |
221 |
- |
2024-03-31 |
258,657 |
$2,850,000 |
-1,175 |
|
REGATTA CAPITAL GROUP LLC |
40 |
- |
2024-03-31 |
210,628 |
$2,321,000 |
-560 |
|
BANK OF AMERICA CORP /DE/ |
3456 |
- |
2023-12-31 |
196,962 |
$2,184,000 |
-1,001 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
|
- |
2024-03-31 |
168,884 |
$1,861,000 |
-69,704 |
|
EVOKE WEALTH LLC |
282 |
- |
2023-12-31 |
132,974 |
$1,475,000 |
-12,541 |
|
RAYMOND JAMES & ASSOCIATES |
2579 |
- |
2024-03-31 |
89,867 |
$990,000 |
-11,488 |
|
WHITTIER TRUST CO |
364 |
- |
2024-03-31 |
88,141 |
$971,000 |
-2,264 |
|
ROYAL BANK OF CANADA |
3128 |
- |
2023-12-31 |
85,228 |
$945,000 |
-25,630 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
64,706 |
$718,000 |
-11,128 |
|
Cetera Investment Advisers |
1297 |
- |
2023-12-31 |
64,223 |
$712,000 |
-172 |
|
Van Hulzen Asset Management LLC |
|
- |
2024-03-31 |
61,323 |
$676,000 |
-2,182 |
|
DAVIDSON D A & CO |
834 |
- |
2023-12-31 |
60,529 |
$671,000 |
-1,897 |
|
IWAMOTO KONG & CO INC |
83 |
- |
2023-12-31 |
60,120 |
$667,000 |
-1,875 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
|
- |
2024-03-31 |
52,999 |
$584,000 |
-14,787 |
|
Integrated Wealth Concepts LLC |
1038 |
- |
2023-12-31 |
40,041 |
$444,000 |
-904 |
|
BARTLETT & CO. LLC |
374 |
- |
2023-12-31 |
34,500 |
$380,000 |
-21,950 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
|
- |
2024-03-31 |
33,500 |
$371,000 |
-1,000 |
|
HIGHTOWER ADVISORS, LLC |
|
- |
2024-03-31 |
30,600 |
$337,000 |
-31,500 |
|
Atria Wealth Solutions Inc. |
1426 |
- |
2023-12-31 |
29,157 |
$323,000 |
-635 |
|
STIFEL FINANCIAL CORP |
2866 |
- |
2023-12-31 |
25,773 |
$286,000 |
-13,145 |
|
OBERMEYER ASSET MANAGEMENT CO |
|
- |
2024-03-31 |
22,678 |
$250,000 |
-31,330 |
|
US BANCORP |
|
- |
2024-03-31 |
20,657 |
$228,000 |
-888 |
|
Laurel Wealth Advisors Inc. |
609 |
- |
2022-12-31 |
19,491 |
$216,000 |
-1,160 |
|
FIRST AMERICAN TRUST CO |
170 |
- |
2023-12-31 |
19,000 |
$211,000 |
-2,000 |
|
New Insight Wealth Advisors |
84 |
- |
2024-03-31 |
18,050 |
$199,000 |
-500 |
|
Perigon Wealth Management LLC |
815 |
- |
2024-03-31 |
15,168 |
$167,000 |
-1,370 |
|
Weaver Consulting Group |
195 |
- |
2024-03-31 |
15,000 |
$165,000 |
-3,500 |
|
CHOATE INVESTMENT ADVISORS |
|
- |
2024-03-31 |
15,000 |
$165,000 |
-5,500 |
|
HOYLECOHEN LLC |
264 |
- |
2023-12-31 |
12,296 |
$136,000 |
-1,210 |
|
Perennial Investment Advisors LLC |
320 |
- |
2023-12-31 |
11,012 |
$122,000 |
-1,500 |
|
Gerber Kawasaki Wealth & Investment Management |
256 |
- |
2023-12-31 |
10,438 |
$116,000 |
-12,297 |
|
Atlantic Trust Group LLC |
|
- |
2024-03-31 |
10,000 |
$110,000 |
-1,061 |
|
COMERICA BANK |
2544 |
- |
2023-12-31 |
7,672 |
$85,000 |
-5,000 |
|
Steward Partners Investment Advisory LLC |
1933 |
- |
2023-12-31 |
5,000 |
$55,000 |
-3,000 |
|
J P MORGAN CHASE & CO |
|
- |
2024-03-31 |
2,535 |
$28,000 |
-21,313 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2680 |
- |
2023-12-31 |
616 |
$7,000 |
-2,064 |
|
TOWER RESEARCH CAPITAL LLC |
5728 |
- |
2023-12-31 |
16 |
$0 |
-31 |
|
|
44 Records found
|
1
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