|
Institutional
Holders
Total
Institutions:
|
82 3 |
|
Total
shares held :
|
11,012,711 |
|
% of shares
held :
|
41.62% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
768,805 |
|
% of shares
held change :
|
2.91% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$14.25 |
|
Last
Quarter's Ending
Price :
|
$15.79 |
|
Last
Quarter's Average
Price :
|
$14.82 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.17 (1.15%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SIT INVESTMENT ASSOCIATES INC |
16 |
- |
2023-12-31 |
2,651,523 |
$41,868,000 |
745,489 |
|
MORGAN STANLEY |
2684 |
- |
2023-12-31 |
1,256,925 |
$19,847,000 |
-363,341 |
|
GUGGENHEIM CAPITAL LLC |
243 |
- |
2023-12-31 |
761,134 |
$12,018,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
796 |
- |
2024-03-31 |
656,490 |
$10,057,000 |
47,156 |
|
UBS Group AG |
1452 |
- |
2023-12-31 |
631,591 |
$9,973,000 |
61,106 |
|
M&T BANK CORP |
317 |
- |
2023-12-31 |
594,353 |
$9,385,000 |
-27,705 |
|
Advisor Group Holdings Inc. |
880 |
- |
2023-12-31 |
540,263 |
$8,530,000 |
-14,720 |
|
WELLS FARGO & CO/MN |
1663 |
- |
2023-12-31 |
484,917 |
$7,657,000 |
-38,889 |
|
BANK OF AMERICA CORP /DE/ |
2607 |
- |
2023-12-31 |
479,891 |
$7,577,000 |
132,930 |
|
INVESCO LTD |
2115 |
- |
2023-12-31 |
360,483 |
$5,692,000 |
6,292 |
|
Eagle Bluffs Wealth Management LLC |
8 |
- |
2024-03-31 |
333,441 |
$5,132,000 |
40,735 |
|
Stratos Wealth Partners LTD. |
267 |
- |
2024-03-31 |
270,102 |
$4,138,000 |
-53,628 |
|
RAYMOND JAMES & ASSOCIATES |
1913 |
- |
2024-03-31 |
191,520 |
$2,934,000 |
24,424 |
|
AMERIPRISE FINANCIAL INC |
2718 |
- |
2023-12-31 |
150,266 |
$2,376,000 |
10,449 |
|
LPL FINANCIAL CORP |
2262 |
- |
2023-12-31 |
147,604 |
$2,331,000 |
38,991 |
|
GILL CAPITAL PARTNERS LLC |
35 |
- |
2023-12-31 |
114,160 |
$1,803,000 |
-13,367 |
|
GraniteShares Advisors LLC |
40 |
- |
2024-03-31 |
106,739 |
$1,635,000 |
13,580 |
|
Baird Financial Group Inc. |
1000 |
*New |
2023-12-31 |
100,118 |
$1,581,000 |
100,118 |
|
ENVESTNET ASSET MANAGEMENT INC |
2605 |
- |
2023-12-31 |
99,496 |
$1,571,000 |
77,883 |
|
WEDBUSH MORGAN SECURITIES INC |
251 |
- |
2023-12-31 |
85,670 |
$1,353,000 |
873 |
|
BB&T CORP |
1449 |
- |
2023-12-31 |
82,780 |
$1,307,000 |
-7,076 |
|
PARK AVENUE SECURITIES LLC |
604 |
- |
2024-03-31 |
73,260 |
$1,122,000 |
-2,347 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
250 |
- |
2023-12-31 |
57,728 |
$912,000 |
41,516 |
|
RAYMOND JAMES TRUST CO |
498 |
- |
2024-03-31 |
59,269 |
$908,000 |
0 |
|
Bruce G. Allen Investments LLC |
20 |
- |
2024-03-31 |
57,346 |
$879,000 |
530 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2450 |
- |
2023-12-31 |
41,018 |
$648,000 |
209 |
|
ADVISORY SERVICES NETWORK, LLC |
836 |
- |
2023-12-31 |
36,450 |
$576,000 |
1,000 |
|
Gridiron Partners LLC |
45 |
- |
2023-12-31 |
36,202 |
$572,000 |
0 |
|
SHAKER FINANCIAL SERVICES, LLC |
105 |
- |
2023-12-31 |
33,550 |
$530,000 |
6,745 |
|
HIGHTOWER ADVISORS, LLC |
2285 |
- |
2023-12-31 |
30,901 |
$488,000 |
-1,028 |
|
U.S. Capital Wealth Advisors LLC |
463 |
- |
2023-12-31 |
29,694 |
$469,000 |
0 |
|
HORIZON ASSET MANAGEMENT INC/NY |
206 |
- |
2023-12-31 |
28,620 |
$452,000 |
0 |
|
Cresta Advisors Ltd. |
40 |
- |
2023-12-31 |
28,463 |
$449,000 |
0 |
|
Dynamic Advisors Solutions LLC |
680 |
- |
2024-03-31 |
24,942 |
$382,000 |
-116 |
|
GREAT VALLEY ADVISOR GROUP INC. |
539 |
- |
2023-12-31 |
22,493 |
$355,000 |
470 |
|
NOMURA HOLDINGS INC |
755 |
*New |
2023-12-31 |
22,254 |
$351,000 |
22,254 |
|
RIVERBRIDGE PARTNERS LLC |
149 |
- |
2024-03-31 |
21,725 |
$333,000 |
1,773 |
|
Fortitude Advisory Group L.L.C. |
116 |
- |
2023-12-31 |
20,755 |
$328,000 |
0 |
|
Atria Wealth Solutions Inc. |
1432 |
- |
2023-12-31 |
20,317 |
$321,000 |
-373 |
|
Gerber Kawasaki Wealth & Investment Management |
203 |
- |
2023-12-31 |
19,712 |
$311,000 |
2,551 |
|
ROYAL BANK OF CANADA |
4083 |
- |
2023-12-31 |
19,417 |
$307,000 |
-6,451 |
|
FINANCIAL NETWORK |
2290 |
- |
2023-12-31 |
17,543 |
$277,000 |
-2,925 |
|
Integrated Wealth Concepts LLC |
1296 |
- |
2023-12-31 |
17,436 |
$275,000 |
-608 |
|
Cetera Investment Advisers |
1871 |
- |
2023-12-31 |
16,215 |
$256,000 |
296 |
|
Modern Wealth Management LLC |
157 |
- |
2023-12-31 |
16,048 |
$253,000 |
0 |
|
Barber Financial Group Inc. |
122 |
- |
2023-03-31 |
15,501 |
$250,000 |
124 |
|
Kuhn & Co Investment Counsel |
111 |
- |
2023-12-31 |
14,512 |
$229,000 |
0 |
|
Stonebrook Private Inc. |
181 |
- |
2023-12-31 |
13,816 |
$218,000 |
0 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
420 |
- |
2023-12-31 |
13,185 |
$208,000 |
0 |
|
Focused Wealth Management Inc |
132 |
- |
2023-12-31 |
12,975 |
$205,000 |
10,530 |
|
WEISS CAPITAL LLC |
251 |
*New |
2023-12-31 |
12,833 |
$203,000 |
12,833 |
|
Opal Wealth Advisors LLC |
171 |
- |
2024-03-31 |
12,644 |
$194,000 |
12,644 |
|
Van Hulzen Asset Management LLC |
298 |
- |
2023-12-31 |
12,096 |
$191,000 |
-4,376 |
|
Palogic Value Management L.P. |
150 |
- |
2023-12-31 |
12,000 |
$189,000 |
0 |
|
Bickling Financial Services Inc. |
116 |
- |
2022-12-31 |
11,728 |
$187,000 |
17 |
|
Clarity Financial LLC |
113 |
- |
2024-03-31 |
11,688 |
$179,000 |
0 |
|
Taylor Hoffman Wealth Management |
108 |
- |
2023-12-31 |
11,284 |
$178,000 |
-5,250 |
|
Integrated Capital Management Inc. |
55 |
- |
2024-03-31 |
11,358 |
$174,000 |
750 |
|
STIFEL FINANCIAL CORP |
3071 |
- |
2023-12-31 |
10,969 |
$173,000 |
-33,877 |
|
Mystic Asset Management Inc. |
159 |
- |
2023-12-31 |
10,750 |
$170,000 |
0 |
|
Mayflower Financial Advisors LLC |
|
- |
2023-12-31 |
10,500 |
$166,000 |
0 |
|
Bramshill Investments LLC |
125 |
- |
2023-12-31 |
10,209 |
$157,000 |
-581 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3061 |
*New |
2024-03-31 |
10,021 |
$154,000 |
10,021 |
|
Farther Finance Advisors LLC |
737 |
- |
2023-12-31 |
7,419 |
$117,000 |
-6,581 |
|
J P MORGAN CHASE & CO |
4476 |
- |
2023-12-31 |
6,655 |
$105,000 |
6,655 |
|
COMERICA BANK |
2534 |
- |
2023-12-31 |
5,504 |
$87,000 |
1,335 |
|
Tortoise Investment Management LLC |
331 |
- |
2023-12-31 |
3,972 |
$63,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1987 |
- |
2023-12-31 |
3,573 |
$56,000 |
0 |
|
PRIVATE TRUST CO NA |
1155 |
- |
2024-03-31 |
2,800 |
$43,000 |
0 |
|
ELEQUIN CAPITAL LP |
208 |
- |
2023-12-31 |
2,738 |
$43,000 |
1,898 |
|
PNC FINANCIAL SERVICES GROUP INC |
3159 |
- |
2023-12-31 |
2,000 |
$32,000 |
0 |
|
LM Advisors LLC |
396 |
- |
2023-12-31 |
1,670 |
$26,000 |
0 |
|
NBC SECURITIES INC. |
1404 |
- |
2024-03-31 |
1,528 |
$23,000 |
0 |
|
PINNACLE FINANCIAL PARTNERS INC |
|
- |
2023-12-31 |
1,291 |
$20,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1947 |
- |
2023-12-31 |
1,120 |
$18,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2632 |
- |
2023-12-31 |
700 |
$11,000 |
0 |
|
Glass Jacobson Investment Advisors llc |
557 |
- |
2024-03-31 |
650 |
$10,000 |
0 |
|
MEADOWBROOK INVESTMENT ADVISORS LLC |
247 |
*New |
2023-12-31 |
598 |
$9,000 |
598 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
781 |
*New |
2023-12-31 |
520 |
$8,000 |
520 |
|
FIRST MANHATTAN CO |
1143 |
- |
2023-12-31 |
537 |
$8,000 |
-270 |
|
HARBOUR INVESTMENTS INC. |
2236 |
- |
2023-12-31 |
500 |
$8,000 |
0 |
|
M&R CAPITAL MANAGEMENT INC |
536 |
*Closed |
2024-03-31 |
0 |
$0 |
-501 |
|
Bogart Wealth LLC |
1013 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
441 |
*Closed |
2023-12-31 |
0 |
$0 |
-69,141 |
|
PROEQUITIES INC. |
2821 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Global Retirement Partners LLC |
3194 |
- |
2024-03-31 |
8 |
$0 |
0 |
|
IFP Advisors Inc |
3161 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
FNY Investment Advisers LLC |
566 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,000 |
|
Sunbelt Securities Inc. |
1739 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,290 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1765 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,650 |
|
CREATIVE PLANNING |
3007 |
*Closed |
2023-12-31 |
0 |
$0 |
-358 |
|
Carnick & Kubik Group LLC |
244 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,995 |
|
OPPENHEIMER & CO INC |
1457 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,221 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-523 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6615 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,288 |
|
WOLVERINE ASSET MANAGEMENT LLC |
1459 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,757 |
|
Beaird Harris Wealth Management LLC |
620 |
- |
2023-12-31 |
3 |
$0 |
0 |
|
|
97 Records found
|
1
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