|
Institutional
Holders
Total
Institutions:
|
150 0 |
|
Total
shares held :
|
52,165,434 |
|
% of shares
held :
|
9.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
Amount
of shares held :
|
550,602 |
|
% of shares
held change :
|
0.1% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.71 |
|
Last
Quarter's Ending
Price :
|
$19.10 |
|
Last
Quarter's Average
Price :
|
$18.08 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.58 (14.27%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CHARLES SCHWAB INVESTMENT ADVISORY, INC. |
28 |
- |
2024-03-31 |
25,939,683 |
$504,786,000 |
-732,761 |
|
AMERIPRISE FINANCIAL INC |
844 |
- |
2023-12-31 |
2,227,915 |
$42,553,000 |
-6,485 |
|
FMR LLC |
1434 |
- |
2023-12-31 |
1,747,984 |
$33,386,000 |
-20,011 |
|
Orion Portfolio Solutions LLC |
62 |
- |
2024-03-31 |
1,336,706 |
$26,012,000 |
-1,445,969 |
|
MORGAN STANLEY |
2999 |
- |
2023-12-31 |
751,446 |
$14,353,000 |
-1,274 |
|
CITIGROUP INC |
840 |
- |
2024-03-31 |
566,181 |
$11,018,000 |
-54,937 |
|
CAPTRUST FINANCIAL ADVISORS |
427 |
- |
2023-12-31 |
397,705 |
$7,596,000 |
-473 |
|
TORON CAPITAL MARKETS INC. |
47 |
- |
2024-03-31 |
377,055 |
$7,337,000 |
-2,702 |
|
ROTHSCHILD INVESTMENT CORP /IL |
53 |
- |
2023-09-30 |
332,243 |
$5,921,000 |
-19,725 |
|
H D Vest Advisory Services |
272 |
- |
2024-03-31 |
300,564 |
$5,849,000 |
-299,407 |
|
One + One Wealth Management LLC |
12 |
- |
2024-03-31 |
258,870 |
$5,038,000 |
-82,812 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
679 |
- |
2024-03-31 |
239,575 |
$4,662,000 |
-42,978 |
|
ROYAL BANK OF CANADA |
1999 |
- |
2023-12-31 |
225,188 |
$4,301,000 |
-37,656 |
|
FOSTER & MOTLEY INC |
105 |
- |
2024-03-31 |
199,919 |
$3,890,000 |
-5,108 |
|
KWB Wealth |
33 |
- |
2024-03-31 |
149,317 |
$2,906,000 |
-31,137 |
|
RAYMOND JAMES & ASSOCIATES |
2000 |
- |
2024-03-31 |
130,612 |
$2,542,000 |
-4,008 |
|
Kathmere Capital Management LLC |
59 |
- |
2024-03-31 |
126,801 |
$2,468,000 |
-6 |
|
ENVESTNET ASSET MANAGEMENT INC |
2376 |
- |
2023-12-31 |
120,407 |
$2,300,000 |
-17,287 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
147 |
- |
2023-12-31 |
105,044 |
$2,006,000 |
-1,986,761 |
|
UBS Group AG |
3049 |
- |
2023-12-31 |
81,461 |
$1,556,000 |
-2,199 |
|
CREATIVE PLANNING |
1272 |
- |
2023-12-31 |
48,283 |
$922,000 |
-2,851 |
|
Sequoia Financial Advisors LLC |
556 |
- |
2024-03-31 |
38,909 |
$757,000 |
-9,036 |
|
Kestra Advisory Services LLC |
1364 |
- |
2023-12-31 |
33,621 |
$642,000 |
-349 |
|
Foresight Wealth Management LLC |
5 |
- |
2022-12-31 |
35,616 |
$628,000 |
-249,426 |
|
WEALTHSOURCE PARTNERS LLC |
307 |
- |
2023-12-31 |
27,769 |
$530,000 |
-4,014 |
|
Prairiewood Capital LLC |
55 |
- |
2024-03-31 |
24,790 |
$482,000 |
-22 |
|
CIBC WORLD MARKETS INC. |
878 |
- |
2023-12-31 |
23,394 |
$447,000 |
-911 |
|
MARINER WEALTH ADVISORS, LLC |
2064 |
- |
2023-12-31 |
21,941 |
$419,000 |
-10,421 |
|
Onyx Bridge Wealth Group LLC |
165 |
- |
2024-03-31 |
20,524 |
$407,000 |
-10,818 |
|
Catalyst Wealth Management LLC |
87 |
- |
2023-03-31 |
20,841 |
$383,000 |
-2,458 |
|
KISTLERTIFFANY COMPANIES, LLC |
244 |
- |
2023-06-30 |
20,270 |
$378,000 |
-3,560 |
|
GSA CAPITAL PARTNERS LLP |
1099 |
- |
2024-03-31 |
18,516 |
$360,000 |
-10,200 |
|
Apollon Wealth Management LLC |
828 |
- |
2024-03-31 |
17,226 |
$335,000 |
-1,097 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
130 |
- |
2023-06-30 |
17,511 |
$326,000 |
-2,034,417 |
|
LEE MUNDER CAPITAL GROUP, LLC |
268 |
- |
2024-03-31 |
16,741 |
$326,000 |
-470 |
|
CI Private Wealth LLC |
1834 |
- |
2024-03-31 |
16,701 |
$325,000 |
-12,700 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1359 |
- |
2023-12-31 |
15,863 |
$303,000 |
-9,397 |
|
JFS WEALTH ADVISORS, LLC |
201 |
- |
2024-03-31 |
15,470 |
$301,000 |
-436 |
|
Wealthfront Advisers LLC |
815 |
- |
2024-03-31 |
14,216 |
$277,000 |
-1,338 |
|
Ignite Planners LLC |
228 |
- |
2024-03-31 |
13,681 |
$266,000 |
-541 |
|
RAYMOND JAMES TRUST CO |
1049 |
- |
2024-03-31 |
13,600 |
$265,000 |
-495 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2945 |
- |
2024-03-31 |
11,171 |
$217,000 |
-614 |
|
CWM LLC |
1668 |
- |
2024-03-31 |
7,227 |
$141,000 |
-381 |
|
Hartland & Co. LLC |
620 |
- |
2023-12-31 |
4,259 |
$81,000 |
-228 |
|
BANK OF MONTREAL /CAN/ |
3032 |
- |
2023-12-31 |
2,273 |
$44,000 |
-3,022 |
|
Steward Partners Investment Advisory LLC |
2237 |
- |
2023-12-31 |
1,424 |
$27,000 |
-247 |
|
COMERICA BANK |
2874 |
- |
2023-12-31 |
1,411 |
$27,000 |
-1,215 |
|
CHILTON CAPITAL MANAGEMENT LLC |
408 |
- |
2024-03-31 |
1,250 |
$24,000 |
-1 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
860 |
- |
2024-03-31 |
779 |
$15,000 |
-45 |
|
Parallel Advisors LLC |
2302 |
- |
2024-03-31 |
529 |
$10,000 |
-163 |
|
Goss Wealth Management LLC |
2870 |
- |
2023-12-31 |
481 |
$9,000 |
-2,440 |
|
Efficient Wealth Management LLC |
441 |
- |
2024-03-31 |
240 |
$5,000 |
-2 |
|
AlphaCore Capital LLC |
340 |
- |
2023-12-31 |
238 |
$5,000 |
-1 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
588 |
- |
2023-12-31 |
1 |
$1,000 |
-401 |
|
Running Point Capital Advisors LLC |
160 |
- |
2023-12-31 |
21 |
$0 |
-36 |
|
BNP PARIBAS ARBITRAGE SA |
3124 |
- |
2024-03-31 |
7 |
$0 |
-30 |
|
|
56 Records found
|
1
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