|
Institutional
Holders
Total
Institutions:
|
236 2 |
|
Total
shares held :
|
43,012,349 |
|
% of shares
held :
|
20.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
1,623,277 |
|
% of shares
held change :
|
0.76% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$10.27 |
|
Last
Quarter's Ending
Price :
|
$11.82 |
|
Last
Quarter's Average
Price :
|
$10.86 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.17 (10.77%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
29
|
1,136,212
|
2.64%
|
|
|
Increased
Positions : |
65
|
4,397,145
|
10.22%
|
|
|
Unchanged
Positions : |
64
|
2,009,189
|
4.67%
|
|
|
Decreased
Positions : |
78
|
-3,379,410
|
-7.86%
|
|
|
Closed
Positions : |
31
|
-530,670
|
-1.23%
|
|
|
Guru
Positions : |
1
|
15,578
|
0.04%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Crestone Asset Management LLC |
104 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,100 |
|
Sollinda Capital Management LLC |
63 |
*Closed |
2024-03-31 |
0 |
$0 |
-39,550 |
|
BESSEMER GROUP INC |
2181 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,070 |
|
Orion Portfolio Solutions LLC |
1666 |
*Closed |
2023-12-31 |
0 |
$0 |
-31,950 |
|
AE Wealth Management LLC |
2119 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,678 |
|
Parallel Advisors LLC |
3188 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,500 |
|
WETHERBY ASSET MANAGEMENT INC |
929 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,304 |
|
ANNEX ADVISORY SERVICES, LLC |
294 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,005 |
|
Aptus Capital Advisors LLC |
959 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,572 |
|
Capital Investment Advisory Services LLC |
999 |
*Closed |
2024-03-31 |
0 |
$0 |
-39,550 |
|
GRADIENT INVESTMENTS LLC |
1736 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,814 |
|
MASSMUTUAL TRUST CO FSB/ADV |
2097 |
*Closed |
2024-03-31 |
0 |
$0 |
-917 |
|
IHT Wealth Management LLC |
1034 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,306 |
|
Atlantic Trust Group LLC |
1155 |
*Closed |
2023-12-31 |
0 |
$0 |
-20,000 |
|
DB Wealth Management Group LLC |
377 |
*Closed |
2023-12-31 |
0 |
$0 |
-115 |
|
Rosenberg Matthew Hamilton |
927 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
RMR Wealth Builders |
266 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,060 |
|
Authentikos Wealth Advisory LLC |
581 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,183 |
|
GREAT VALLEY ADVISOR GROUP INC. |
762 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,023 |
|
TIAA TRUST NATIONAL ASSOCIATION |
|
*Closed |
2023-12-31 |
0 |
$0 |
-11,167 |
|
WOLVERINE ASSET MANAGEMENT LLC |
1267 |
*Closed |
2023-12-31 |
0 |
$0 |
-22,740 |
|
CULLEN FROST BANKERS INC |
1186 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,000 |
|
Carnick & Kubik Group LLC |
247 |
*Closed |
2024-03-31 |
0 |
$0 |
-41,132 |
|
REDW Stanley Financial Advisors LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-12,500 |
|
OTA FINANCIAL GROUP L.P. |
25 |
*Closed |
2023-06-30 |
0 |
$0 |
-24,574 |
|
Von Berge Wealth Management Group LLC |
72 |
*Closed |
2024-03-31 |
0 |
$0 |
-36,000 |
|
Fort Point Capital Partners LLC |
312 |
*Closed |
2023-12-31 |
0 |
$0 |
-35,664 |
|
PROVISE MANAGEMENT GROUP LLC |
350 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,402 |
|
Turtle Creek Wealth Advisors LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-3,130 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
958 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,806 |
|
|
30 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
|
|
|
|