|
Institutional
Holders
Total
Institutions:
|
53 8 |
|
Total
shares held :
|
6,991,714 |
|
% of shares
held :
|
45.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
Amount
of shares held :
|
586,192 |
|
% of shares
held change :
|
3.81% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$13.21 |
|
Last
Quarter's Ending
Price :
|
$13.63 |
|
Last
Quarter's Average
Price :
|
$13.16 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.45 (3.39%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
1607 CAPITAL PARTNERS, LLC |
18 |
- |
2023-12-31 |
1,533,697 |
$20,904,000 |
49,500 |
|
KARPUS MANAGEMENT INC |
46 |
- |
2023-12-31 |
1,076,067 |
$14,667,000 |
-6,889 |
|
Tortoise Investment Management LLC |
17 |
- |
2023-12-31 |
821,310 |
$11,194,000 |
108,921 |
|
MORGAN STANLEY |
3553 |
- |
2023-12-31 |
543,553 |
$7,409,000 |
57,447 |
|
RIVERNORTH CAPITAL MANAGEMENT, INC. |
68 |
- |
2023-12-31 |
515,115 |
$7,021,000 |
103,665 |
|
GUGGENHEIM CAPITAL LLC |
464 |
- |
2023-12-31 |
451,749 |
$6,157,000 |
-12,941 |
|
Hennion & Walsh Asset Management Inc. |
74 |
- |
2024-03-31 |
388,101 |
$5,239,000 |
-6,167 |
|
UBS Group AG |
2454 |
- |
2023-12-31 |
222,328 |
$3,030,000 |
12,459 |
|
WELLS FARGO & CO/MN |
2409 |
- |
2023-12-31 |
168,541 |
$2,297,000 |
8,921 |
|
BANK OF AMERICA CORP /DE/ |
3523 |
- |
2023-12-31 |
147,376 |
$2,009,000 |
-80,833 |
|
VAN ECK ASSOCIATES CORP |
821 |
- |
2023-12-31 |
131,853 |
$1,797,000 |
18,491 |
|
AHL INVESTMENT MANAGEMENT INC. |
35 |
- |
2024-03-31 |
93,916 |
$1,268,000 |
77,615 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1929 |
- |
2024-03-31 |
90,259 |
$1,218,000 |
-1,756 |
|
RAYMOND JAMES & ASSOCIATES |
2464 |
- |
2024-03-31 |
88,979 |
$1,201,000 |
15,356 |
|
LPL FINANCIAL CORP |
2884 |
- |
2023-12-31 |
84,476 |
$1,151,000 |
12,842 |
|
BANK OF NEW YORK MELLON CORP |
3264 |
- |
2024-03-31 |
56,975 |
$769,000 |
182 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
325 |
*New |
2023-12-31 |
47,113 |
$642,000 |
47,113 |
|
CAPTRUST FINANCIAL ADVISORS |
1554 |
*New |
2023-12-31 |
47,011 |
$641,000 |
47,011 |
|
Koshinski Asset Management Inc. |
240 |
- |
2023-12-31 |
46,247 |
$630,000 |
18,677 |
|
Kestra Advisory Services LLC |
1397 |
- |
2023-12-31 |
44,292 |
$604,000 |
51 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2227 |
- |
2024-03-31 |
38,724 |
$523,000 |
210 |
|
MELFA WEALTH MANAGEMENT LLC |
76 |
- |
2024-03-31 |
34,965 |
$472,000 |
5 |
|
Palumbo Wealth Management LLC |
89 |
- |
2024-03-31 |
31,562 |
$426,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2807 |
- |
2023-12-31 |
31,193 |
$425,000 |
9,381 |
|
WOLVERINE ASSET MANAGEMENT LLC |
463 |
*New |
2023-12-31 |
30,138 |
$411,000 |
30,138 |
|
Coastal Investment Advisors Inc. |
300 |
- |
2024-03-31 |
24,890 |
$336,000 |
3 |
|
Atria Wealth Solutions Inc. |
1415 |
- |
2023-12-31 |
23,960 |
$327,000 |
-1,995 |
|
Breakwater Capital Group |
198 |
- |
2024-03-31 |
23,513 |
$317,000 |
12,646 |
|
Tyche Wealth Partners LLC |
205 |
- |
2024-03-31 |
21,800 |
$294,000 |
0 |
|
ACCESS FINANCIAL SERVICES INC. |
93 |
- |
2024-03-31 |
19,010 |
$257,000 |
0 |
|
NOMURA HOLDINGS INC |
832 |
*New |
2023-12-31 |
18,617 |
$254,000 |
18,617 |
|
AMERIPRISE FINANCIAL INC |
3604 |
- |
2023-12-31 |
16,971 |
$231,000 |
-1,477 |
|
Ackerman Capital Advisors LLC |
92 |
- |
2024-03-31 |
16,645 |
$225,000 |
-19,857 |
|
STEPHENS INC /AR/ |
1088 |
*New |
2023-12-31 |
14,500 |
$198,000 |
14,500 |
|
ROYAL BANK OF CANADA |
4582 |
- |
2023-12-31 |
12,595 |
$172,000 |
263 |
|
HIGHTOWER ADVISORS, LLC |
2990 |
- |
2023-12-31 |
12,317 |
$167,000 |
1,714 |
|
WEISS CAPITAL LLC |
260 |
*New |
2023-12-31 |
12,023 |
$164,000 |
12,023 |
|
HILLTOP HOLDINGS INC. |
567 |
- |
2023-12-31 |
11,569 |
$158,000 |
13 |
|
ANCORA ADVISORS, LLC |
682 |
*New |
2023-12-31 |
10,993 |
$150,000 |
10,993 |
|
ELEQUIN CAPITAL LP |
151 |
*New |
2023-12-31 |
9,428 |
$129,000 |
9,428 |
|
CULLEN FROST BANKERS INC |
569 |
- |
2023-12-31 |
7,193 |
$98,000 |
0 |
|
CLEAN YIELD GROUP |
|
- |
2023-12-31 |
6,428 |
$88,000 |
0 |
|
Goss Wealth Management LLC |
1991 |
- |
2023-12-31 |
6,275 |
$86,000 |
80 |
|
COMERICA BANK |
2555 |
- |
2023-12-31 |
6,117 |
$83,000 |
0 |
|
Advisor Group Holdings Inc. |
4565 |
- |
2023-12-31 |
5,663 |
$77,000 |
-1,240 |
|
Steward Partners Investment Advisory LLC |
1885 |
*New |
2023-12-31 |
4,506 |
$61,000 |
4,506 |
|
LM Advisors LLC |
332 |
- |
2023-12-31 |
3,550 |
$48,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
790 |
- |
2023-12-31 |
2,639 |
$36,000 |
0 |
|
First PREMIER Bank |
323 |
- |
2024-03-31 |
650 |
$9,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2818 |
- |
2023-12-31 |
303 |
$4,000 |
4 |
|
Wakefield Asset Management LLLP |
|
*Closed |
2023-12-31 |
0 |
$0 |
-64,348 |
|
FNY Investment Advisers LLC |
488 |
*Closed |
2023-12-31 |
0 |
$0 |
-100 |
|
Crestone Asset Management LLC |
110 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,512 |
|
THOMAS J. HERZFELD ADVISORS, INC. |
195 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,244 |
|
Salomon & Ludwin LLC |
747 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
J P MORGAN CHASE & CO |
6171 |
*Closed |
2023-12-31 |
0 |
$0 |
-645 |
|
PROEQUITIES INC. |
7393 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
57 Records found
|
1
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