|
Institutional
Holders
Total
Institutions:
|
158 1 |
|
Total
shares held :
|
14,286,220 |
|
% of shares
held :
|
2.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
53,877 |
|
% of shares
held change :
|
0.01% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$26.02 |
|
Last
Quarter's Ending
Price :
|
$30.78 |
|
Last
Quarter's Average
Price :
|
$27.49 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.44 (23.43%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Atomi Financial Group Inc. |
389 |
*New |
2023-12-31 |
10,578 |
$326,000 |
10,578 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
894 |
*New |
2023-12-31 |
8,899 |
$274,000 |
8,899 |
|
Y-Intercept (Hong Kong) Ltd |
876 |
*New |
2023-12-31 |
8,571 |
$264,000 |
8,571 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
271 |
*New |
2024-03-31 |
6,908 |
$245,000 |
6,908 |
|
BI Asset Management Fondsmaeglerselskab A/S |
618 |
*New |
2024-03-31 |
6,871 |
$244,000 |
6,871 |
|
CCM PARTNERS |
665 |
*New |
2023-12-31 |
6,846 |
$211,000 |
6,846 |
|
Aspen Grove Capital LLC |
176 |
*New |
2023-12-31 |
6,586 |
$203,000 |
6,586 |
|
First Affirmative Financial Network |
221 |
*New |
2024-03-31 |
5,712 |
$203,000 |
5,712 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
4,196 |
$149,000 |
4,196 |
|
State of Wyoming |
1329 |
*New |
2023-12-31 |
1,530 |
$47,000 |
1,530 |
|
Rise Advisors LLC |
542 |
*New |
2024-03-31 |
660 |
$23,000 |
660 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1839 |
*New |
2024-03-31 |
147 |
$5,000 |
147 |
|
ADVISORY SERVICES NETWORK, LLC |
3133 |
*New |
2023-12-31 |
126 |
$4,000 |
126 |
|
Hartland & Co. LLC |
1306 |
*New |
2023-12-31 |
71 |
$2,000 |
71 |
|
BROWN BROTHERS HARRIMAN & CO |
1081 |
*New |
2023-12-31 |
29 |
$1,000 |
29 |
|
AdvisorNet Financial Inc |
2547 |
*New |
2024-03-31 |
12 |
$0 |
12 |
|
|
16 Records found
|
1
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