| |
Institutional
Holders
Total
Institutions:
 |
124  8 |
|
|
Total
shares held :
|
39,639,583 |
|
|
% of shares
held :
|
41.81% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
635,657 |
|
|
% of shares
held change :
|
 0.67% |
|
| 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 |
  SABA CAPITAL MANAGEMENT, L.P. |
19 |
- |
2023-12-31 |
3,564,307 |
$44,910,000 |
1,177,724 |
|
| KARPUS MANAGEMENT INC |
22 |
- |
2023-12-31 |
2,770,575 |
$34,909,000 |
19,387 |
|
| INVESCO LTD |
1527 |
- |
2023-12-31 |
1,249,528 |
$15,744,000 |
52,350 |
|
| GUGGENHEIM CAPITAL LLC |
215 |
- |
2023-12-31 |
1,060,812 |
$13,366,000 |
23,758 |
|
| STIFEL FINANCIAL CORP |
671 |
- |
2023-12-31 |
1,044,794 |
$13,164,000 |
20,042 |
|
| Cornerstone Advisors LLC |
62 |
- |
2023-12-31 |
707,389 |
$8,913,000 |
144,663 |
|
| WELLS FARGO & CO/MN |
1608 |
- |
2023-12-31 |
664,215 |
$8,369,000 |
32,277 |
|
| UBS Group AG |
1625 |
- |
2023-12-31 |
613,115 |
$7,725,000 |
7,267 |
|
| CNH PARTNERS LLC |
48 |
- |
2023-12-31 |
593,089 |
$7,473,000 |
211,686 |
|
| Arete Wealth Advisors LLC |
34 |
- |
2023-12-31 |
558,235 |
$7,034,000 |
28,912 |
|
| RAYMOND JAMES & ASSOCIATES |
1577 |
- |
2024-03-31 |
389,841 |
$4,982,000 |
3,770 |
|
| Edmonds Duncan Registered Investment Advisors LLC |
24 |
- |
2024-03-31 |
274,687 |
$3,511,000 |
4,193 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1177 |
- |
2023-12-31 |
197,324 |
$2,486,000 |
54,160 |
|
| PARK AVENUE SECURITIES LLC |
399 |
- |
2024-03-31 |
164,530 |
$2,103,000 |
10,055 |
|
| LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
126 |
- |
2023-12-31 |
161,111 |
$2,030,000 |
130,752 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
49 |
- |
2024-03-31 |
131,362 |
$1,679,000 |
6,812 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2099 |
- |
2024-03-31 |
93,495 |
$1,195,000 |
8,274 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
473 |
- |
2024-03-31 |
90,384 |
$1,155,000 |
3,456 |
|
| MARINER WEALTH ADVISORS, LLC |
1593 |
- |
2023-12-31 |
63,946 |
$806,000 |
2,216 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
621 |
- |
2023-12-31 |
60,248 |
$759,000 |
1,970 |
|
| Baird Financial Group Inc. |
1279 |
- |
2023-12-31 |
51,196 |
$645,000 |
2,002 |
|
| COMERICA BANK |
1791 |
- |
2023-12-31 |
47,249 |
$595,000 |
4,140 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1527 |
- |
2024-03-31 |
42,271 |
$540,000 |
9,301 |
|
| J P MORGAN CHASE & CO |
3666 |
- |
2023-12-31 |
40,302 |
$508,000 |
38,636 |
|
| We Are One Seven LLC |
539 |
- |
2023-12-31 |
38,464 |
$485,000 |
12,890 |
|
| Jupiter Wealth Management LLC |
73 |
- |
2023-12-31 |
21,421 |
$270,000 |
412 |
|
| Pinnacle Wealth Planning Services Inc. |
299 |
- |
2023-12-31 |
21,378 |
$269,000 |
274 |
|
| STEPHENS INC /AR/ |
978 |
- |
2023-12-31 |
20,855 |
$263,000 |
363 |
|
| DAVENPORT & CO LLC |
|
- |
2024-03-31 |
20,102 |
$257,000 |
3,000 |
|
| Integrated Capital Management Inc. |
31 |
- |
2024-03-31 |
19,249 |
$246,000 |
1,568 |
|
| CAMELOT PORTFOLIOS, LLC |
|
- |
2023-12-31 |
16,311 |
$206,000 |
5,459 |
|
| Occidental Asset Management LLC |
193 |
- |
2024-03-31 |
15,300 |
$196,000 |
1,110 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
892 |
- |
2023-12-31 |
15,071 |
$190,000 |
61 |
|
| Goss Wealth Management LLC |
1755 |
- |
2023-12-31 |
13,471 |
$168,000 |
1,989 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
722 |
- |
2023-12-31 |
12,609 |
$159,000 |
547 |
|
| Steward Partners Investment Advisory LLC |
1465 |
- |
2023-12-31 |
12,535 |
$158,000 |
700 |
|
| WEDBUSH MORGAN SECURITIES INC |
994 |
- |
2023-12-31 |
11,967 |
$151,000 |
44 |
|
| Vanguard Capital Wealth Advisors |
136 |
- |
2024-03-31 |
11,590 |
$148,000 |
249 |
|
| Pallas Capital Advisors LLC |
422 |
- |
2024-03-31 |
11,193 |
$143,000 |
11,193 |
|
| US BANCORP |
2291 |
- |
2023-12-31 |
8,801 |
$111,000 |
6,026 |
|
| Sunbelt Securities Inc. |
853 |
- |
2024-03-31 |
3,963 |
$51,000 |
2,763 |
|
| Coppell Advisory Solutions LLC |
573 |
- |
2023-12-31 |
2,888 |
$36,000 |
111 |
|
| Tortoise Investment Management LLC |
561 |
- |
2023-12-31 |
879 |
$11,000 |
18 |
|
|
43 Records found
|
1
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