| |
Institutional
Holders
Total
Institutions:
 |
44  2 |
|
|
Total
shares held :
|
10,082,038 |
|
|
% of shares
held :
|
22.92% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
|
Amount
of shares held :
|
-618,700 |
|
|
% of shares
held change :
|
 -1.41% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  UBS Group AG |
748 |
- |
2023-12-31 |
2,935,693 |
$41,980,000 |
-761,851 |
|
| RIVERNORTH CAPITAL MANAGEMENT, INC. |
30 |
- |
2023-12-31 |
1,265,397 |
$18,095,000 |
60,813 |
|
| MORGAN STANLEY |
3069 |
- |
2023-12-31 |
932,286 |
$13,332,000 |
-103,498 |
|
| Penserra Capital Management LLC |
57 |
- |
2023-12-31 |
885,769 |
$12,666,000 |
61,305 |
|
| SOL CAPITAL MANAGEMENT CO |
14 |
- |
2024-03-31 |
802,354 |
$12,621,000 |
155,648 |
|
| COHEN & STEERS INC |
91 |
- |
2023-12-31 |
833,820 |
$11,924,000 |
0 |
|
| WELLS FARGO & CO/MN |
1661 |
- |
2023-12-31 |
536,525 |
$7,672,000 |
151,965 |
|
| ROYAL BANK OF CANADA |
1887 |
- |
2023-12-31 |
344,592 |
$4,928,000 |
-25,544 |
|
| BANK OF AMERICA CORP /DE/ |
3134 |
- |
2023-12-31 |
238,177 |
$3,406,000 |
3,582 |
|
| Element Wealth LLC |
10 |
- |
2023-12-31 |
233,414 |
$3,338,000 |
2,410 |
|
| BERSON & CORRADO INVESTMENT ADVISORS, LLC |
11 |
- |
2023-12-31 |
176,865 |
$2,529,000 |
-5,797 |
|
| LPL FINANCIAL CORP |
2273 |
- |
2023-12-31 |
161,399 |
$2,308,000 |
14,295 |
|
| PFG Investments LLC |
274 |
*New |
2024-03-31 |
83,705 |
$1,317,000 |
83,705 |
|
| Consolidated Portfolio Review Corp |
101 |
- |
2023-12-31 |
82,684 |
$1,182,000 |
4,098 |
|
| Rockefeller Capital Management L.P. |
1162 |
- |
2023-12-31 |
65,124 |
$931,000 |
-3,975 |
|
| Advisor Group Holdings Inc. |
2710 |
- |
2023-12-31 |
56,948 |
$814,000 |
-19,713 |
|
| PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
74 |
- |
2023-12-31 |
56,737 |
$811,000 |
20,977 |
|
| JOURNEY STRATEGIC WEALTH LLC |
76 |
- |
2023-12-31 |
56,188 |
$803,000 |
-9,000 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2336 |
- |
2023-12-31 |
52,320 |
$748,000 |
26 |
|
| LM Advisors LLC |
89 |
- |
2023-12-31 |
51,485 |
$736,000 |
0 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
50,000 |
$715,000 |
0 |
|
| U.S. Capital Wealth Advisors LLC |
404 |
- |
2023-12-31 |
44,423 |
$635,000 |
-10,315 |
|
| FIXED INCOME SECURITIES INC |
840 |
- |
2023-12-31 |
42,772 |
$612,000 |
-837 |
|
| INVESCO LTD |
3038 |
- |
2023-12-31 |
40,644 |
$581,000 |
17,867 |
|
| Crumly & Associates Inc. |
73 |
- |
2023-12-31 |
39,750 |
$568,000 |
0 |
|
| WEDBUSH MORGAN SECURITIES INC |
559 |
- |
2023-12-31 |
33,876 |
$484,000 |
-3,155 |
|
| Chicago Partners Investment Group LLC |
521 |
*New |
2024-03-31 |
23,582 |
$363,000 |
23,582 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2566 |
- |
2024-03-31 |
22,181 |
$349,000 |
5,639 |
|
| CAPTRUST FINANCIAL ADVISORS |
2026 |
- |
2023-12-31 |
23,415 |
$335,000 |
57 |
|
| STIFEL FINANCIAL CORP |
2780 |
- |
2023-12-31 |
23,178 |
$331,000 |
-11,590 |
|
| BB&T CORP |
2199 |
*New |
2023-12-31 |
23,123 |
$331,000 |
23,123 |
|
| Beverly Hills Private Wealth LLC |
266 |
*New |
2023-12-31 |
18,886 |
$270,000 |
18,886 |
|
| MATHES COMPANY INC |
118 |
- |
2023-12-31 |
17,500 |
$250,000 |
3,000 |
|
| COMERICA BANK |
2186 |
- |
2023-12-31 |
16,500 |
$236,000 |
-8,500 |
|
| Capital Investment Advisors LLC |
570 |
- |
2024-03-31 |
13,300 |
$209,000 |
0 |
|
| Atria Wealth Solutions Inc. |
1773 |
- |
2023-12-31 |
13,050 |
$188,000 |
100 |
|
| HILTON CAPITAL MANAGEMENT, LLC |
152 |
- |
2023-12-31 |
12,000 |
$172,000 |
0 |
|
| WILEY BROS.-AINTREE CAPITAL LLC |
464 |
- |
2024-03-31 |
10,199 |
$160,000 |
-3,000 |
|
| Belpointe Asset Management LLC |
667 |
*New |
2023-12-31 |
10,250 |
$147,000 |
10,250 |
|
| ADVISORY SERVICES NETWORK, LLC |
1954 |
*New |
2023-12-31 |
3,750 |
$54,000 |
3,750 |
|
| Creekmur Asset Management LLC |
|
- |
2023-12-31 |
1,917 |
$27,000 |
0 |
|
| FNY Investment Advisers LLC |
288 |
- |
2023-12-31 |
800 |
$11,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
493 |
- |
2024-03-31 |
675 |
$11,000 |
0 |
|
| Larson Financial Group LLC |
1157 |
*New |
2023-12-31 |
350 |
$5,000 |
350 |
|
| US BANCORP |
3501 |
*New |
2023-12-31 |
310 |
$4,000 |
310 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
754 |
*New |
2024-03-31 |
133 |
$2,000 |
133 |
|
| FMR LLC |
4760 |
*Closed |
2023-12-31 |
0 |
$0 |
-2 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3367 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,616 |
|
| Lido Advisors LLC |
1175 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,500 |
|
| PROEQUITIES INC. |
5246 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Sigma Planning Corp |
1168 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,670 |
|
| Raleigh Capital Management Inc. |
1096 |
*Closed |
2023-12-31 |
0 |
$0 |
-810 |
|
|
52 Records found
|
1
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