|
Institutional
Holders
Total
Institutions:
|
57 5 |
|
Total
shares held :
|
5,973,713 |
|
% of shares
held :
|
66.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-162,782 |
|
% of shares
held change :
|
-1.81% |
|
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 |
MORGAN STANLEY |
2829 |
- |
2023-12-31 |
1,719,808 |
$17,043,000 |
-91,127 |
|
BANK OF AMERICA CORP /DE/ |
2757 |
- |
2023-12-31 |
609,964 |
$6,045,000 |
-381,550 |
|
UBS Group AG |
1861 |
- |
2023-12-31 |
594,617 |
$5,893,000 |
-22,407 |
|
VAN ECK ASSOCIATES CORP |
712 |
- |
2024-03-31 |
301,546 |
$3,284,000 |
-90,358 |
|
WEDBUSH MORGAN SECURITIES INC |
235 |
- |
2023-12-31 |
145,134 |
$1,438,000 |
-850 |
|
Rockefeller Capital Management L.P. |
1035 |
- |
2023-12-31 |
138,338 |
$1,371,000 |
-128,764 |
|
Advisor Group Holdings Inc. |
2187 |
- |
2024-03-31 |
107,154 |
$1,166,000 |
-46,129 |
|
Atomi Financial Group Inc. |
265 |
- |
2024-03-31 |
59,421 |
$647,000 |
-4,196 |
|
RAYMOND JAMES & ASSOCIATES |
3133 |
- |
2024-03-31 |
38,325 |
$417,000 |
-26,891 |
|
NewEdge Wealth LLC |
623 |
- |
2024-03-31 |
34,065 |
$367,000 |
-1,388 |
|
LPL FINANCIAL CORP |
3999 |
- |
2024-03-31 |
31,747 |
$346,000 |
-8,882 |
|
Moors & Cabot Inc. |
644 |
- |
2024-03-31 |
30,000 |
$327,000 |
-30,000 |
|
Beacon Bridge Wealth Partners LLC |
88 |
- |
2024-03-31 |
20,666 |
$225,000 |
-5,896 |
|
JANNEY MONTGOMERY SCOTT LLC |
2595 |
- |
2024-03-31 |
14,450 |
$157,000 |
-6,051 |
|
BB&T CORP |
2499 |
- |
2023-12-31 |
12,000 |
$119,000 |
-900 |
|
Goss Wealth Management LLC |
1911 |
- |
2023-12-31 |
10,755 |
$107,000 |
-4,492 |
|
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16 Records found
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1
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Page 1 of 1 |
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