|
Institutional
Holders
Total
Institutions:
|
40 2 |
|
Total
shares held :
|
1,399,546 |
|
% of shares
held :
|
62.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
93,369 |
|
% of shares
held change :
|
4.2% |
|
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 |
EAGLE GLOBAL ADVISORS LLC |
37 |
- |
2023-12-31 |
340,474 |
$11,188,000 |
-8,222 |
|
AMERIPRISE FINANCIAL INC |
1887 |
- |
2023-12-31 |
250,235 |
$8,224,000 |
56,431 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
854 |
- |
2024-03-31 |
106,678 |
$4,117,000 |
-2,514 |
|
BANK OF AMERICA CORP /DE/ |
3211 |
- |
2023-12-31 |
92,952 |
$3,054,000 |
-3,007 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
89,400 |
$2,938,000 |
-83,600 |
|
LPL FINANCIAL CORP |
2214 |
- |
2023-12-31 |
74,569 |
$2,450,000 |
6,142 |
|
J P MORGAN CHASE & CO |
2863 |
- |
2023-12-31 |
73,199 |
$2,405,000 |
1,143 |
|
MEITAV DASH INVESTMENTS LTD |
191 |
- |
2023-12-31 |
33,940 |
$1,126,000 |
33,940 |
|
OPPENHEIMER & CO INC |
679 |
- |
2023-12-31 |
32,907 |
$1,081,000 |
3,272 |
|
Banco BTG Pactual S.A. |
58 |
- |
2023-12-31 |
29,745 |
$987,000 |
10,800 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1078 |
- |
2023-09-30 |
28,109 |
$760,000 |
-200 |
|
CITIGROUP INC |
2365 |
- |
2023-12-31 |
20,761 |
$682,000 |
3,730 |
|
Kovack Advisors Inc. |
213 |
- |
2024-03-31 |
16,850 |
$650,000 |
3,750 |
|
Stratos Wealth Partners LTD. |
834 |
- |
2024-03-31 |
14,628 |
$565,000 |
-60,725 |
|
Atria Wealth Solutions Inc. |
1141 |
*New |
2023-12-31 |
16,940 |
$557,000 |
16,940 |
|
AE Wealth Management LLC |
1392 |
*New |
2023-12-31 |
15,483 |
$530,000 |
15,483 |
|
Jump Financial LLC |
990 |
- |
2023-12-31 |
16,052 |
$527,000 |
-41,073 |
|
InTrack Investment Management Inc |
88 |
- |
2024-03-31 |
12,158 |
$469,000 |
-5,071 |
|
L.M. KOHN & COMPANY |
164 |
- |
2024-03-31 |
10,685 |
$412,000 |
10 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2637 |
- |
2024-03-31 |
10,627 |
$410,000 |
828 |
|
GTS SECURITIES LLC |
1043 |
- |
2023-12-31 |
10,688 |
$351,000 |
10,688 |
|
CITADEL ADVISORS LLC |
4053 |
- |
2023-12-31 |
9,488 |
$312,000 |
9,488 |
|
U.S. Capital Wealth Advisors LLC |
550 |
- |
2023-12-31 |
9,151 |
$301,000 |
-1,088 |
|
TD Waterhouse Canada Inc. |
618 |
- |
2023-12-31 |
9,710 |
$299,000 |
9,410 |
|
Wealthcare Advisory Partners LLC |
715 |
- |
2024-03-31 |
6,440 |
$249,000 |
140 |
|
Global Retirement Partners LLC |
715 |
- |
2024-03-31 |
6,381 |
$246,000 |
1,836 |
|
MML INVESTORS SERVICES LLC |
2214 |
- |
2023-12-31 |
7,027 |
$231,000 |
7,027 |
|
Equitable Holdings Inc. |
1061 |
*New |
2023-12-31 |
6,139 |
$202,000 |
6,139 |
|
BANK OF MONTREAL /CAN/ |
2694 |
- |
2023-12-31 |
4,820 |
$160,000 |
-262 |
|
Advisor Group Holdings Inc. |
4146 |
- |
2023-12-31 |
4,417 |
$145,000 |
-556 |
|
NATIONAL BANK OF CANADA /FI/ |
1462 |
- |
2023-12-31 |
2,500 |
$79,000 |
0 |
|
Future Financial Wealth Managment LLC |
253 |
*New |
2024-03-31 |
1,391 |
$54,000 |
1,391 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
356 |
- |
2024-03-31 |
1,245 |
$48,000 |
27 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
750 |
$25,000 |
0 |
|
Retirement Group LLC |
378 |
- |
2023-12-31 |
501 |
$16,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
774 |
*New |
2024-03-31 |
143 |
$5,000 |
143 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1314 |
- |
2023-12-31 |
132 |
$4,000 |
-108 |
|
New England Capital Financial Advisors LLC |
299 |
- |
2023-12-31 |
102 |
$3,000 |
1 |
|
SIMPLEX TRADING LLC |
2089 |
*New |
2024-03-31 |
96 |
$3,000 |
96 |
|
DEUTSCHE BANK AG |
3463 |
- |
2023-12-31 |
35 |
$1,000 |
-100 |
|
IFP Advisors Inc |
2826 |
- |
2023-12-31 |
16 |
$1,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6148 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,566 |
|
Ulland Investment Advisors LLC |
247 |
*New |
2024-03-31 |
5 |
$0 |
5 |
|
MORGAN STANLEY |
7576 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
HARBOUR INVESTMENTS INC. |
3159 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
ROYAL BANK OF CANADA |
6849 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,428 |
|
UBS Group AG |
8271 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,206 |
|
GOLDMAN SACHS GROUP INC/ |
4870 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,552 |
|
PROEQUITIES INC. |
9279 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Aptus Capital Advisors LLC |
983 |
*Closed |
2023-12-31 |
0 |
$0 |
-494 |
|
FMR LLC |
5543 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
Tradition Wealth Management LLC |
1372 |
*Closed |
2023-12-31 |
0 |
$0 |
-329 |
|
|
52 Records found
|
1
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