| |
Institutional
Holders
Total
Institutions:
 |
149  1 |
|
|
Total
shares held :
|
23,679,580 |
|
|
% of shares
held :
|
67.16% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
|
Amount
of shares held :
|
-5,509,360 |
|
|
% of shares
held change :
|
-15.62% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$16.29 |
|
|
Last
Quarter's Ending
Price :
|
$18.46 |
|
|
Last
Quarter's Average
Price :
|
$17.12 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 1.06 (6.19%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LPL FINANCIAL CORP |
512 |
- |
2023-12-31 |
2,599,455 |
$47,979,000 |
125,210 |
|
| Advisor Group Holdings Inc. |
666 |
- |
2023-12-31 |
707,373 |
$13,058,000 |
374,728 |
|
| Strategic Wealth Partners Ltd. |
9 |
- |
2023-03-31 |
716,893 |
$12,782,000 |
131,868 |
|
| AMERIPRISE FINANCIAL INC |
1687 |
- |
2023-12-31 |
577,602 |
$10,645,000 |
33,625 |
|
| JANE STREET GROUP LLC |
907 |
- |
2023-12-31 |
549,794 |
$10,148,000 |
266,846 |
|
| Ronna Sue Cohen |
4 |
- |
2024-03-31 |
369,003 |
$6,841,000 |
6,238 |
|
| FTB Advisors Inc. |
128 |
- |
2024-03-31 |
345,117 |
$6,398,000 |
5,279 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
972 |
- |
2024-03-31 |
179,226 |
$3,323,000 |
9,569 |
|
| Morton Capital Management LLC/CA |
15 |
- |
2024-03-31 |
164,344 |
$3,047,000 |
516 |
|
| Equitable Holdings Inc. |
322 |
- |
2023-12-31 |
154,766 |
$2,857,000 |
17,098 |
|
| ATRIA INVESTMENTS LLC |
481 |
- |
2023-12-31 |
147,957 |
$2,731,000 |
15,619 |
|
| Lakeview Capital Partners LLC |
49 |
- |
2023-12-31 |
143,375 |
$2,646,000 |
23,928 |
|
| Integrated Wealth Concepts LLC |
493 |
- |
2023-12-31 |
104,695 |
$1,932,000 |
27,316 |
|
| J P MORGAN CHASE & CO |
3008 |
- |
2023-12-31 |
99,748 |
$1,841,000 |
88,784 |
|
| H D Vest Advisory Services |
597 |
- |
2023-12-31 |
79,038 |
$1,459,000 |
10,798 |
|
| WAYNE HUMMER INVESTMENTS L.L.C. |
141 |
- |
2023-12-31 |
78,635 |
$1,451,000 |
1,704 |
|
| TFG Advisers LLC |
51 |
- |
2023-12-31 |
76,285 |
$1,408,000 |
827 |
|
| CHEVIOT VALUE MANAGEMENT, INC. |
37 |
- |
2023-12-31 |
73,121 |
$1,350,000 |
16,426 |
|
| Accel Wealth Management |
47 |
- |
2024-03-31 |
68,529 |
$1,271,000 |
10,380 |
|
| H&H Retirement Design & Management INC |
28 |
- |
2024-03-31 |
69,269 |
$1,232,000 |
7,801 |
|
| Orion Portfolio Solutions LLC |
889 |
- |
2023-12-31 |
60,232 |
$1,122,000 |
16,017 |
|
| Cetera Investment Advisers |
1085 |
- |
2023-12-31 |
56,606 |
$1,045,000 |
19,762 |
|
| FINANCIAL NETWORK |
1350 |
- |
2023-12-31 |
56,124 |
$1,036,000 |
3,171 |
|
| Merit Financial Group LLC |
348 |
- |
2023-12-31 |
47,191 |
$871,000 |
25,038 |
|
| Emerald Investment Partners LLC |
172 |
- |
2024-03-31 |
38,980 |
$723,000 |
2,992 |
|
| Mutual Advisors LLC |
|
- |
2024-03-31 |
29,090 |
$539,000 |
50 |
|
| DRIVE WEALTH MANAGEMENT LLC |
133 |
- |
2024-03-31 |
26,651 |
$494,000 |
3,903 |
|
| Capital Advisors Ltd. LLC |
156 |
- |
2024-03-31 |
26,464 |
$491,000 |
52 |
|
| Kingsview Wealth Management LLC |
647 |
- |
2023-12-31 |
25,432 |
$469,000 |
1,574 |
|
| FLYNN ZITO CAPITAL MANAGEMENT LLC |
|
- |
2024-03-31 |
24,027 |
$445,000 |
2,159 |
|
| Sigma Planning Corp |
|
- |
2024-03-31 |
21,159 |
$392,000 |
9,087 |
|
| SimpliFi Inc. |
32 |
- |
2024-03-31 |
21,156 |
$392,000 |
311 |
|
| Capital Analysts Inc. |
372 |
- |
2023-12-31 |
15,634 |
$289,000 |
3,310 |
|
| Rockefeller Capital Management L.P. |
1480 |
- |
2023-12-31 |
14,361 |
$265,000 |
229 |
|
| Calton & Associates Inc. |
177 |
- |
2024-03-31 |
11,501 |
$213,000 |
180 |
|
| Coastwise Capital Group LLC |
109 |
- |
2023-12-31 |
11,104 |
$205,000 |
49 |
|
| Cedar Brook Financial Partners LLC |
420 |
- |
2024-03-31 |
11,017 |
$204,000 |
104 |
|
| Founders Financial Alliance LLC |
248 |
- |
2023-12-31 |
10,025 |
$185,000 |
32 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
327 |
- |
2022-12-31 |
7,389 |
$124,000 |
35 |
|
| FMR LLC |
3317 |
- |
2023-12-31 |
2,972 |
$55,000 |
1,640 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
|
- |
2024-03-31 |
2,824 |
$51,000 |
10 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
424 |
- |
2023-12-31 |
2,066 |
$38,000 |
11 |
|
| BARTLETT & CO. LLC |
768 |
- |
2023-12-31 |
1,722 |
$32,000 |
1,667 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
767 |
- |
2023-12-31 |
1,722 |
$32,000 |
1,667 |
|
| Financial Advisory Service Inc. |
|
- |
2024-03-31 |
947 |
$18,000 |
9 |
|
| Coastal Investment Advisors Inc. |
685 |
- |
2024-03-31 |
635 |
$12,000 |
635 |
|
|
46 Records found
|
1
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