|
Institutional
Holders
Total
Institutions:
|
216 5 |
|
Total
shares held :
|
46,399,018 |
|
% of shares
held :
|
23.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
Amount
of shares held :
|
4,478,651 |
|
% of shares
held change :
|
2.29% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$8.23 |
|
Last
Quarter's Ending
Price :
|
$8.60 |
|
Last
Quarter's Average
Price :
|
$8.33 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.38 (4.56%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
22
|
2,133,704
|
4.6%
|
|
|
Increased
Positions : |
64
|
5,810,194
|
12.52%
|
|
|
Unchanged
Positions : |
54
|
1,726,757
|
3.72%
|
|
|
Decreased
Positions : |
76
|
-3,039,423
|
-6.55%
|
|
|
Closed
Positions : |
27
|
-425,824
|
-0.92%
|
|
|
Guru
Positions : |
1
|
22,627
|
0.05%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RAYMOND JAMES & ASSOCIATES |
942 |
- |
2024-03-31 |
1,663,597 |
$14,490,000 |
-66,534 |
|
VAN ECK ASSOCIATES CORP |
403 |
- |
2024-03-31 |
1,133,417 |
$9,872,000 |
-336,250 |
|
BANK OF AMERICA CORP /DE/ |
2546 |
- |
2023-12-31 |
938,004 |
$8,067,000 |
-204,182 |
|
WELLS FARGO & CO/MN |
1681 |
- |
2023-12-31 |
861,727 |
$7,411,000 |
-84,836 |
|
STIFEL FINANCIAL CORP |
924 |
- |
2023-12-31 |
822,880 |
$7,077,000 |
-100,418 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1103 |
- |
2024-03-31 |
600,872 |
$5,234,000 |
-20,243 |
|
COHEN & STEERS INC |
137 |
- |
2023-12-31 |
587,981 |
$5,057,000 |
-37,000 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
791 |
- |
2024-03-31 |
528,373 |
$4,602,000 |
-15,508 |
|
CHARTER TRUST CO |
88 |
- |
2024-03-31 |
515,403 |
$4,489,000 |
-61,486 |
|
Baird Financial Group Inc. |
903 |
- |
2023-12-31 |
255,434 |
$2,197,000 |
-44,684 |
|
Citizens National Bank Trust Department |
|
- |
2024-03-31 |
189,950 |
$1,654,000 |
-1,450 |
|
Summit Financial Wealth Advisors LLC |
|
- |
2024-03-31 |
146,335 |
$1,275,000 |
-9,500 |
|
JOHNSON FINANCIAL GROUP, INC. |
100 |
- |
2023-12-31 |
143,500 |
$1,234,000 |
-228,750 |
|
Kestra Advisory Services LLC |
1055 |
- |
2023-12-31 |
130,825 |
$1,125,000 |
-13,046 |
|
HUDSON VALLEY INVESTMENT ADVISORS INC |
95 |
- |
2024-03-31 |
119,384 |
$1,040,000 |
-3,302 |
|
Advisor Group Holdings Inc. |
2484 |
- |
2023-12-31 |
118,328 |
$1,018,000 |
-23,693 |
|
BFSG LLC |
149 |
- |
2024-03-31 |
100,205 |
$873,000 |
-20,569 |
|
Equitable Holdings Inc. |
675 |
- |
2023-12-31 |
78,377 |
$674,000 |
-16,543 |
|
ACCESS FINANCIAL SERVICES INC. |
69 |
- |
2024-03-31 |
65,304 |
$569,000 |
-6,374 |
|
GRT CAPITAL PARTNERS LLC |
45 |
- |
2023-12-31 |
63,288 |
$544,000 |
-1,975 |
|
HILLTOP HOLDINGS INC. |
339 |
- |
2023-12-31 |
63,116 |
$543,000 |
-33 |
|
WEDBUSH MORGAN SECURITIES INC |
525 |
- |
2023-12-31 |
62,757 |
$540,000 |
-10,036 |
|
Goss Wealth Management LLC |
1244 |
- |
2023-12-31 |
61,374 |
$529,000 |
-11,009 |
|
HARBOR INVESTMENT ADVISORY LLC |
225 |
- |
2024-03-31 |
58,100 |
$506,000 |
-4,000 |
|
Steward Partners Investment Advisory LLC |
1055 |
- |
2023-12-31 |
50,082 |
$431,000 |
-4,751 |
|
SEAMOUNT FINANCIAL GROUP INC |
62 |
- |
2024-03-31 |
49,202 |
$429,000 |
-2,125 |
|
Cetera Investment Advisers |
1575 |
- |
2023-12-31 |
49,114 |
$422,000 |
-9,767 |
|
MARINER WEALTH ADVISORS, LLC |
2134 |
- |
2023-12-31 |
44,479 |
$383,000 |
-34,800 |
|
BROWN ADVISORY HOLDINGS INC |
1006 |
- |
2024-03-31 |
43,974 |
$383,000 |
-17,207 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
456 |
- |
2024-03-31 |
42,621 |
$371,000 |
-576 |
|
Oakmont Partners LLC |
565 |
- |
2024-03-31 |
38,506 |
$336,000 |
-17,288 |
|
COMERICA BANK |
2117 |
- |
2023-12-31 |
33,044 |
$284,000 |
-1,000 |
|
STEPHENS INC /AR/ |
954 |
- |
2023-12-31 |
33,000 |
$284,000 |
-2,759 |
|
BB&T CORP |
2291 |
- |
2023-12-31 |
32,807 |
$282,000 |
-1,286 |
|
FIRST TRUST ADVISORS LP |
2244 |
- |
2023-12-31 |
32,604 |
$280,000 |
-12,399 |
|
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
106 |
- |
2022-12-31 |
32,371 |
$278,000 |
-8,970 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
|
- |
2024-03-31 |
30,565 |
$266,000 |
-2,014 |
|
GYL Financial Synergies LLC |
301 |
- |
2023-12-31 |
30,646 |
$264,000 |
-2,240 |
|
RAYMOND JAMES TRUST CO |
1082 |
- |
2024-03-31 |
28,310 |
$247,000 |
-775 |
|
SeaCrest Wealth Management LLC |
532 |
- |
2024-03-31 |
26,273 |
$229,000 |
-3,900 |
|
PNC FINANCIAL SERVICES GROUP INC |
2071 |
- |
2023-12-31 |
25,971 |
$223,000 |
-2,018 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
877 |
- |
2024-03-31 |
24,750 |
$216,000 |
-4,000 |
|
Moors & Cabot Inc. |
740 |
- |
2023-12-31 |
24,070 |
$207,000 |
-903 |
|
PRIVATE WEALTH PARTNERS LLC |
162 |
- |
2023-12-31 |
23,300 |
$200,000 |
-15,750 |
|
CAPTRUST FINANCIAL ADVISORS |
2407 |
- |
2023-12-31 |
21,501 |
$185,000 |
-6,399 |
|
Venture Visionary Partners LLC |
479 |
- |
2023-12-31 |
21,532 |
$185,000 |
-6,600 |
|
Essential Planning LLC. |
63 |
- |
2023-12-31 |
20,780 |
$179,000 |
-1,194 |
|
ENVESTNET ASSET MANAGEMENT INC |
3820 |
- |
2023-12-31 |
20,671 |
$178,000 |
-17,677 |
|
Integrated Wealth Concepts LLC |
1485 |
- |
2023-12-31 |
16,930 |
$146,000 |
-67 |
|
NORTHERN TRUST CORP |
4034 |
- |
2023-12-31 |
15,374 |
$132,000 |
-6,245 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
1020 |
- |
2023-12-31 |
14,006 |
$120,000 |
-583,037 |
|
OARSMAN CAPITAL, INC. |
231 |
- |
2023-12-31 |
12,500 |
$108,000 |
-2,700 |
|
RFG Advisory Group LLC |
703 |
- |
2024-03-31 |
12,200 |
$106,000 |
-10,600 |
|
LexAurum Advisors LLC |
291 |
- |
2024-03-31 |
11,625 |
$101,000 |
-150 |
|
Widmann Financial Services Inc. |
94 |
- |
2023-12-31 |
11,200 |
$96,000 |
-4,000 |
|
GREAT VALLEY ADVISOR GROUP INC. |
690 |
- |
2023-12-31 |
10,723 |
$92,000 |
-571 |
|
CREATIVE PLANNING |
2567 |
- |
2023-12-31 |
10,615 |
$91,000 |
-558 |
|
DAVIDSON D A & CO |
1298 |
- |
2023-12-31 |
10,058 |
$87,000 |
-15,774 |
|
Glass Jacobson Investment Advisors llc |
300 |
- |
2024-03-31 |
9,025 |
$79,000 |
-2,500 |
|
BARRETT & COMPANY INC. |
227 |
- |
2024-03-31 |
8,445 |
$74,000 |
-400 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1914 |
- |
2023-12-31 |
7,870 |
$68,000 |
-6,876 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
6,251 |
$54,000 |
-1,000 |
|
HARBOUR INVESTMENTS INC. |
1431 |
- |
2023-12-31 |
6,196 |
$53,000 |
-7,219 |
|
Mascoma Wealth Management LLC |
181 |
- |
2024-03-31 |
5,706 |
$50,000 |
-17,000 |
|
US BANCORP |
2806 |
- |
2023-12-31 |
4,031 |
$35,000 |
-101 |
|
Farther Finance Advisors LLC |
1160 |
- |
2023-12-31 |
4,000 |
$34,000 |
-5,300 |
|
AdvisorNet Financial Inc |
998 |
- |
2024-03-31 |
3,000 |
$26,000 |
-2,017 |
|
Gould Capital LLC |
143 |
- |
2023-12-31 |
1,550 |
$13,000 |
-7,840 |
|
IFP Advisors Inc |
2151 |
- |
2023-12-31 |
1,151 |
$10,000 |
-4,946 |
|
Hartland & Co. LLC |
1281 |
- |
2023-12-31 |
200 |
$2,000 |
-100 |
|
|
70 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|