|
Institutional
Holders
Total
Institutions:
|
296 5 |
|
Total
shares held :
|
99,960,315 |
|
% of shares
held :
|
44.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
6,187,297 |
|
% of shares
held change :
|
2.78% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$9.57 |
|
Last
Quarter's Ending
Price :
|
$11.00 |
|
Last
Quarter's Average
Price :
|
$10.21 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.46 (4.51%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
34
|
3,435,473
|
3.44%
|
|
|
Increased
Positions : |
85
|
9,594,140
|
9.6%
|
|
|
Unchanged
Positions : |
88
|
5,092,353
|
5.09%
|
|
|
Decreased
Positions : |
89
|
-6,336,102
|
-6.34%
|
|
|
Closed
Positions : |
29
|
-506,214
|
-0.51%
|
|
|
Guru
Positions : |
1
|
20,766
|
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 |
FARMERS & MERCHANTS INVESTMENTS INC |
1637 |
*Closed |
2024-03-31 |
0 |
$0 |
-96 |
|
Life Planning Partners Inc |
255 |
*Closed |
2023-12-31 |
0 |
$0 |
-675 |
|
McGlone Suttner Wealth Management Inc. |
241 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,155 |
|
Sowell Financial Services LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-50,218 |
|
Wealth Advisors of Tampa Bay LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-37,928 |
|
Arkadios Wealth Advisors |
|
*Closed |
2023-12-31 |
0 |
$0 |
-16,206 |
|
Leisure Capital Management |
131 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,248 |
|
Strategic Financial Concepts LLC |
312 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,157 |
|
Sollinda Capital Management LLC |
64 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,700 |
|
Pinnacle Wealth Planning Services Inc. |
491 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,516 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
1096 |
*Closed |
2023-12-31 |
0 |
$0 |
-97,150 |
|
Strategic Investment Solutions Inc. /IL |
700 |
*Closed |
2023-12-31 |
0 |
$0 |
-38,598 |
|
Crestone Asset Management LLC |
111 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,176 |
|
OXBOW ADVISORS, LLC |
213 |
*Closed |
2023-12-31 |
0 |
$0 |
-33,568 |
|
J P MORGAN CHASE & CO |
6089 |
*Closed |
2023-12-31 |
0 |
$0 |
-629 |
|
WHITTIER TRUST CO |
1681 |
*Closed |
2023-12-31 |
0 |
$0 |
-100 |
|
Icon Wealth Advisors LLC |
447 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,282 |
|
Riggs Asset Managment Co. Inc. |
426 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,906 |
|
Main Management LLC |
149 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,000 |
|
SIGNATUREFD, LLC |
3248 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,582 |
|
Fort Point Capital Partners LLC |
303 |
*Closed |
2023-12-31 |
0 |
$0 |
-42,373 |
|
Advisor Resource Council |
368 |
*Closed |
2024-03-31 |
0 |
$0 |
-19,393 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1743 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,481 |
|
Wealth Quarterback LLC |
126 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,690 |
|
FNY Investment Advisers LLC |
736 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,400 |
|
SkyView Investment Advisors LLC |
375 |
*Closed |
2023-12-31 |
0 |
$0 |
-25,000 |
|
Meixler Investment Management Ltd. |
86 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,516 |
|
FIFTH THIRD BANCORP |
2520 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,408 |
|
Carnick & Kubik Group LLC |
253 |
*Closed |
2024-03-31 |
0 |
$0 |
-63,584 |
|
CULLEN FROST BANKERS INC |
1205 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,668 |
|
FAMILY MANAGEMENT CORP |
182 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,068 |
|
|
31 Records found
|
1
|
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