|
Institutional
Holders
Total
Institutions:
|
82 6 |
|
Total
shares held :
|
6,294,326 |
|
% of shares
held :
|
16.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
449,479 |
|
% of shares
held change :
|
1.19% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$11.96 |
|
Last
Quarter's Ending
Price :
|
$12.41 |
|
Last
Quarter's Average
Price :
|
$11.94 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.81 (6.78%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Advisor Group Holdings Inc. |
2055 |
- |
2023-12-31 |
126,876 |
$1,575,000 |
-50,669 |
|
ROYAL BANK OF CANADA |
2965 |
- |
2023-12-31 |
95,353 |
$1,184,000 |
-5,517 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
201 |
- |
2024-03-31 |
73,868 |
$1,032,000 |
-36 |
|
UBS Group AG |
3453 |
- |
2023-12-31 |
76,226 |
$946,000 |
-3,171 |
|
MML INVESTORS SERVICES LLC |
1581 |
- |
2023-12-31 |
54,063 |
$671,000 |
-72,523 |
|
NWAM LLC |
343 |
- |
2023-12-31 |
39,556 |
$491,000 |
-3,728 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2505 |
- |
2024-03-31 |
27,104 |
$379,000 |
-171 |
|
HANSON MCCLAIN, INC. |
632 |
- |
2024-03-31 |
25,332 |
$354,000 |
-1,163 |
|
Beacon Pointe Advisors LLC |
1013 |
- |
2023-12-31 |
27,598 |
$342,000 |
-523 |
|
WELLS FARGO & CO/MN |
3719 |
- |
2023-12-31 |
21,582 |
$268,000 |
-1,297 |
|
Detalus Advisors LLC |
123 |
- |
2024-03-31 |
18,798 |
$263,000 |
-1,190 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
14,753 |
$206,000 |
-1,651 |
|
Collaborative Wealth Managment Inc. |
165 |
- |
2023-12-31 |
12,976 |
$161,000 |
-343 |
|
IHT Wealth Management LLC |
934 |
- |
2023-12-31 |
10,749 |
$133,000 |
-748 |
|
Beacon Capital Management LLC |
288 |
- |
2023-12-31 |
2,861 |
$35,000 |
-24 |
|
HARBOR INVESTMENT ADVISORY LLC |
679 |
- |
2024-03-31 |
2,071 |
$29,000 |
-61 |
|
HARBOUR INVESTMENTS INC. |
1867 |
- |
2023-12-31 |
1,631 |
$20,000 |
-1,423 |
|
IFP Advisors Inc |
1959 |
- |
2023-12-31 |
1,367 |
$17,000 |
-1,281 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
1057 |
- |
2024-03-31 |
800 |
$11,000 |
-885 |
|
|
19 Records found
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1
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