|
Institutional
Holders
Total
Institutions:
|
82 2 |
|
Total
shares held :
|
24,941,544 |
|
% of shares
held :
|
55.79% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
2,566,040 |
|
% of shares
held change :
|
5.74% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$26.05 |
|
Last
Quarter's Ending
Price :
|
$24.54 |
|
Last
Quarter's Average
Price :
|
$25.58 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.02 (3.99%) |
|
|
|

|
|
|
|
|
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. |
4 |
- |
2025-03-31 |
7,541,934 |
$185,079,000 |
731,721 |
|
IEQ CAPITAL LLC |
35 |
*New |
2025-03-31 |
2,089,726 |
$51,282,000 |
2,089,726 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
8 |
- |
2025-03-31 |
1,732,791 |
$42,523,000 |
-237,707 |
|
THOMAS J. HERZFELD ADVISORS, INC. |
1 |
- |
2025-03-31 |
1,641,558 |
$40,284,000 |
148,469 |
|
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC |
3 |
- |
2025-03-31 |
1,255,780 |
$30,817,000 |
-19,012 |
|
COHEN & STEERS INC |
83 |
- |
2025-03-31 |
1,221,776 |
$29,982,000 |
55,000 |
|
UBS Group AG |
1601 |
- |
2025-03-31 |
1,079,136 |
$26,482,000 |
46,711 |
|
Williams Jones Wealth Management LLC. |
56 |
- |
2025-03-31 |
1,049,190 |
$25,747,000 |
-33,175 |
|
ROYAL BANK OF CANADA |
1138 |
- |
2025-03-31 |
870,618 |
$21,365,000 |
-129,500 |
|
ENVESTNET ASSET MANAGEMENT INC |
1177 |
- |
2025-03-31 |
819,370 |
$20,107,000 |
99,650 |
|
WELLS FARGO & CO/MN |
1227 |
- |
2025-03-31 |
775,236 |
$19,024,000 |
384,168 |
|
MORGAN STANLEY |
2754 |
- |
2025-03-31 |
747,163 |
$18,335,000 |
-94,648 |
|
STIFEL FINANCIAL CORP |
747 |
- |
2025-03-31 |
520,236 |
$12,767,000 |
7,620 |
|
BANK OF AMERICA CORP /DE/ |
2504 |
- |
2025-03-31 |
475,500 |
$11,669,000 |
45,997 |
|
HOLLENCREST SECURITIES LLC |
36 |
- |
2025-03-31 |
465,645 |
$11,427,000 |
134,868 |
|
FIXED INCOME SECURITIES INC |
105 |
- |
2025-03-31 |
441,309 |
$10,830,000 |
65,961 |
|
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD |
24 |
*New |
2025-03-31 |
310,878 |
$7,629,000 |
310,878 |
|
RSM US WEALTH MANAGEMENT LLC |
180 |
- |
2025-03-31 |
204,277 |
$5,037,000 |
9,459 |
|
Kovitz Investment Group Partners LLC |
406 |
- |
2025-03-31 |
203,165 |
$4,986,000 |
8,143 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
847 |
- |
2025-03-31 |
186,582 |
$4,579,000 |
36,687 |
|
Pathstone Holdings LLC |
702 |
- |
2025-03-31 |
142,393 |
$3,448,000 |
-174,291 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
165 |
- |
2025-03-31 |
79,139 |
$1,942,000 |
-173 |
|
SMITH MOORE & CO. |
122 |
- |
2025-03-31 |
77,718 |
$1,907,000 |
614 |
|
FIRST TRUST ADVISORS LP |
1874 |
- |
2025-03-31 |
63,994 |
$1,570,000 |
16,557 |
|
Sanctuary Advisors LLC |
1038 |
- |
2024-12-31 |
55,279 |
$1,439,000 |
187 |
|
Advisor Group Holdings Inc. |
1925 |
- |
2025-03-31 |
57,058 |
$1,401,000 |
17,127 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
147 |
- |
2025-03-31 |
56,418 |
$1,384,000 |
-6,278 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
272 |
*New |
2025-03-31 |
47,368 |
$1,162,000 |
47,368 |
|
COUNTRY TRUST BANK |
90 |
- |
2025-03-31 |
46,722 |
$1,147,000 |
0 |
|
Rockefeller Capital Management L.P. |
1217 |
- |
2025-03-31 |
45,450 |
$1,115,000 |
-11,765 |
|
FAMILY MANAGEMENT CORP |
89 |
- |
2025-03-31 |
40,741 |
$1,000,000 |
-4,461 |
|
HIGHTOWER ADVISORS, LLC |
1923 |
- |
2025-03-31 |
39,754 |
$976,000 |
39,754 |
|
RAYMOND JAMES FINANCIAL INC |
3501 |
- |
2025-03-31 |
38,086 |
$935,000 |
20,784 |
|
Cetera Investment Advisers |
2431 |
- |
2025-03-31 |
31,513 |
$773,000 |
9,380 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1141 |
- |
2025-03-31 |
29,305 |
$719,000 |
779 |
|
Aprio Wealth Management LLC |
137 |
- |
2025-03-31 |
29,305 |
$719,000 |
779 |
|
TOCQUEVILLE ASSET MANAGEMENT LP |
377 |
- |
2025-03-31 |
27,500 |
$675,000 |
0 |
|
WEDBUSH MORGAN SECURITIES INC |
532 |
- |
2025-03-31 |
25,370 |
$623,000 |
870 |
|
HARBOUR INVESTMENTS INC. |
632 |
- |
2025-03-31 |
25,044 |
$615,000 |
-950 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2010 |
- |
2025-03-31 |
20,938 |
$514,000 |
1,249 |
|
JANNEY MONTGOMERY SCOTT LLC |
1982 |
- |
2025-03-31 |
19,732 |
$484,000 |
3,157 |
|
Allspring Global Investments Holdings LLC |
1457 |
- |
2025-03-31 |
19,644 |
$482,000 |
-4,662 |
|
ISLAY CAPITAL MANAGEMENT LLC |
72 |
- |
2025-03-31 |
19,333 |
$474,000 |
24 |
|
ESSEX FINANCIAL SERVICES INC |
408 |
- |
2025-03-31 |
17,750 |
$436,000 |
0 |
|
VIRTU FINANCIAL LLC |
543 |
*New |
2025-03-31 |
17,361 |
$426,000 |
17,361 |
|
COMERICA BANK |
1928 |
- |
2025-03-31 |
16,989 |
$417,000 |
1,455 |
|
Cornerstone Wealth Management LLC |
411 |
- |
2025-03-31 |
16,659 |
$409,000 |
1,725 |
|
LPL FINANCIAL CORP |
4264 |
- |
2025-03-31 |
15,302 |
$376,000 |
1,215 |
|
BB&T CORP |
2001 |
- |
2025-03-31 |
15,105 |
$371,000 |
-4,765 |
|
Phraction Management LLC |
62 |
- |
2025-03-31 |
14,971 |
$367,000 |
0 |
|
Resources Investment Advisors Inc. |
992 |
*New |
2025-03-31 |
14,500 |
$356,000 |
14,500 |
|
CSS LLC/IL |
353 |
*New |
2025-03-31 |
14,000 |
$344,000 |
14,000 |
|
REGAL INVESTMENT ADVISORS, LLC |
383 |
- |
2025-03-31 |
13,569 |
$333,000 |
0 |
|
Tanglewood Legacy Advisors LLC |
74 |
*New |
2025-03-31 |
13,449 |
$330,000 |
13,449 |
|
OPPENHEIMER & CO INC |
1284 |
- |
2025-03-31 |
11,900 |
$292,000 |
0 |
|
Baird Financial Group Inc. |
1570 |
- |
2025-03-31 |
11,781 |
$289,000 |
2,851 |
|
HILLTOP HOLDINGS INC. |
698 |
- |
2025-03-31 |
11,075 |
$272,000 |
0 |
|
Spire Wealth Management |
766 |
- |
2025-03-31 |
10,212 |
$251,000 |
95 |
|
MCCORMACK ADVISORS INTERNATIONAL |
1002 |
- |
2025-03-31 |
10,000 |
$245,000 |
0 |
|
HANSON MCCLAIN, INC. |
896 |
- |
2025-03-31 |
10,500 |
$225,000 |
0 |
|
EVOKE WEALTH LLC |
403 |
- |
2025-03-31 |
8,995 |
$222,000 |
213 |
|
Warren Street Wealth Advisors LLC |
99 |
- |
2025-03-31 |
9,000 |
$221,000 |
0 |
|
TOWNSQUARE CAPITAL LLC |
1499 |
- |
2025-03-31 |
9,000 |
$221,000 |
0 |
|
IFG Advisory LLC |
643 |
- |
2025-03-31 |
8,550 |
$210,000 |
0 |
|
HPM Partners LLC |
2184 |
*New |
2025-03-31 |
8,549 |
$210,000 |
8,549 |
|
CYNOSURE MANAGEMENT LLC |
373 |
- |
2025-03-31 |
8,246 |
$202,000 |
219 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
1626 |
*New |
2025-03-31 |
8,335 |
$201,000 |
8,335 |
|
Steward Partners Investment Advisory LLC |
1713 |
- |
2025-03-31 |
6,847 |
$168,000 |
-300 |
|
ANCORA ADVISORS, LLC |
778 |
- |
2025-03-31 |
5,000 |
$123,000 |
0 |
|
US BANCORP |
2359 |
- |
2025-03-31 |
4,283 |
$105,000 |
3,783 |
|
Financial Perspectives Inc |
238 |
- |
2025-03-31 |
3,240 |
$80,000 |
0 |
|
VESTOR CAPITAL CORP |
214 |
- |
2025-03-31 |
2,500 |
$61,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
356 |
*New |
2025-03-31 |
2,459 |
$60,000 |
2,459 |
|
Goss Wealth Management LLC |
2581 |
- |
2025-03-31 |
1,679 |
$41,000 |
-452 |
|
Continuum Advisory LLC |
760 |
- |
2025-03-31 |
1,328 |
$33,000 |
328 |
|
Noble Wealth Management PBC |
278 |
- |
2025-03-31 |
925 |
$23,000 |
-18,214 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2570 |
- |
2025-03-31 |
625 |
$15,000 |
-2,560 |
|
IFP Advisors Inc |
2418 |
- |
2025-03-31 |
525 |
$13,000 |
100 |
|
FNY Investment Advisers LLC |
434 |
- |
2025-03-31 |
500 |
$12,000 |
500 |
|
THURSTON SPRINGER MILLER HERD & TITAK INC. |
873 |
*New |
2025-03-31 |
500 |
$12,000 |
500 |
|
SRS Capital Advisors Inc. |
1508 |
*New |
2025-03-31 |
500 |
$12,000 |
500 |
|
AMERIFLEX GROUP INC. |
809 |
- |
2025-03-31 |
440 |
$11,000 |
0 |
|
Van Hulzen Asset Management LLC |
360 |
*Closed |
2025-03-31 |
0 |
$0 |
-4,500 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
4087 |
*Closed |
2025-03-31 |
0 |
$0 |
-9,675 |
|
CF Capital LLC |
43 |
*Closed |
2025-03-31 |
0 |
$0 |
-27,500 |
|
Walleye Trading Advisors LLC |
1863 |
*Closed |
2025-03-31 |
0 |
$0 |
-272,714 |
|
PROEQUITIES INC. |
4697 |
- |
2025-03-31 |
0 |
$0 |
0 |
|
SIT INVESTMENT ASSOCIATES INC |
525 |
*Closed |
2025-03-31 |
0 |
$0 |
-754,166 |
|
Farther Finance Advisors LLC |
4110 |
*Closed |
2025-03-31 |
0 |
$0 |
-600 |
|
Convergence Financial LLC |
177 |
*Closed |
2025-03-31 |
0 |
$0 |
-7,753 |
|
Catalina Capital Group LLC |
351 |
*Closed |
2025-03-31 |
0 |
$0 |
-7,752 |
|
SAPIENT CAPITAL LLC |
375 |
*Closed |
2025-03-31 |
0 |
$0 |
-8,272 |
|
Rareview Capital LLC |
54 |
*Closed |
2025-03-31 |
0 |
$0 |
-23,752 |
|
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93 Records found
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1
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