|
Institutional
Holders
Total
Institutions:
|
27 3 |
|
Total
shares held :
|
7,548,754 |
|
% of shares
held :
|
83.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
-127,483 |
|
% of shares
held change :
|
-1.42% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
374 |
- |
2024-03-31 |
2,724,815 |
$84,415,000 |
1,714,066 |
|
AMERIPRISE FINANCIAL INC |
745 |
- |
2023-12-31 |
1,913,603 |
$53,026,000 |
-610,788 |
|
BANK OF AMERICA CORP /DE/ |
1218 |
- |
2023-12-31 |
1,609,047 |
$44,587,000 |
373,234 |
|
Amplius Wealth Advisors LLC |
7 |
- |
2024-03-31 |
1,165,971 |
$36,122,000 |
305,474 |
|
Advisor Group Holdings Inc. |
401 |
- |
2024-03-31 |
650,950 |
$20,166,000 |
156,439 |
|
Gladstone Institutional Advisory LLC |
29 |
- |
2023-12-31 |
407,391 |
$11,289,000 |
20,930 |
|
Fermata Advisors LLC |
12 |
- |
2024-03-31 |
302,933 |
$9,385,000 |
-17,086 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
875 |
- |
2024-03-31 |
276,013 |
$8,551,000 |
29,229 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
936 |
- |
2024-03-31 |
237,367 |
$7,354,000 |
207,359 |
|
RAYMOND JAMES & ASSOCIATES |
1340 |
- |
2024-03-31 |
231,896 |
$7,184,000 |
133,926 |
|
Goss Wealth Management LLC |
453 |
- |
2023-12-31 |
121,477 |
$3,446,000 |
29,371 |
|
J P MORGAN CHASE & CO |
2841 |
- |
2024-03-31 |
82,085 |
$2,543,000 |
13,737 |
|
ROYAL BANK OF CANADA |
2412 |
- |
2023-12-31 |
87,838 |
$2,434,000 |
15,284 |
|
ADVISORY SERVICES NETWORK, LLC |
455 |
*New |
2024-03-31 |
63,513 |
$1,968,000 |
63,513 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1477 |
- |
2024-03-31 |
45,890 |
$1,422,000 |
8,431 |
|
JANE STREET GROUP LLC |
2918 |
- |
2023-12-31 |
46,289 |
$1,283,000 |
29,521 |
|
TWO SIGMA INVESTMENTS LLC |
1880 |
*New |
2023-12-31 |
40,100 |
$1,111,000 |
40,100 |
|
Householder Group Estate & Retirement Specialist L |
68 |
- |
2024-03-31 |
33,963 |
$1,052,000 |
3,265 |
|
Paragon Private Wealth Management LLC |
54 |
- |
2023-12-31 |
32,332 |
$896,000 |
2,546 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1867 |
*New |
2023-12-31 |
30,557 |
$847,000 |
30,557 |
|
Western Wealth Management LLC |
270 |
- |
2024-03-31 |
24,519 |
$760,000 |
7,493 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1293 |
- |
2023-09-30 |
17,671 |
$444,000 |
3,250 |
|
MORGAN STANLEY |
5331 |
- |
2023-12-31 |
11,602 |
$321,000 |
-200 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1126 |
*New |
2023-12-31 |
9,175 |
$254,000 |
9,175 |
|
RAYMOND JAMES TRUST CO |
1149 |
*New |
2024-03-31 |
7,039 |
$218,000 |
7,039 |
|
Private Advisor Group LLC |
2074 |
*New |
2024-03-31 |
6,749 |
$209,000 |
6,749 |
|
MML INVESTORS SERVICES LLC |
2300 |
*New |
2023-12-31 |
7,371 |
$204,000 |
7,371 |
|
PRINCIPAL SECURITIES INC. |
1014 |
*New |
2024-03-31 |
6,302 |
$195,000 |
6,302 |
|
Tyler-Stone Wealth Management |
339 |
- |
2023-12-31 |
1,980 |
$55,000 |
1,300 |
|
LM Advisors LLC |
394 |
- |
2023-12-31 |
932 |
$26,000 |
0 |
|
MARK SHEPTOFF FINANCIAL PLANNING LLC |
303 |
*New |
2024-03-31 |
300 |
$9,000 |
300 |
|
CWM LLC |
3535 |
*New |
2024-03-31 |
194 |
$6,000 |
194 |
|
New England Capital Financial Advisors LLC |
360 |
*New |
2024-03-31 |
22 |
$1,000 |
22 |
|
PROEQUITIES INC. |
3572 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7329 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,862 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6049 |
*Closed |
2024-03-31 |
0 |
$0 |
-24,161 |
|
DHJJ Financial Advisors Ltd. |
780 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
MARSHALL WACE LLP |
2319 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,194 |
|
|
38 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
|
|
|