| |
Institutional
Holders
Total
Institutions:
 |
41  11 |
|
|
Total
shares held :
|
3,705,236 |
|
|
% of shares
held :
|
19.76% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-17 |
|
|
Amount
of shares held :
|
-3,786,960 |
|
|
% of shares
held change :
|
-20.2% |
|
| 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 |
  CITIZENS FINANCIAL GROUP INC/RI |
63 |
- |
2024-03-31 |
783,100 |
$10,032,000 |
0 |
|
| WELLS FARGO & CO/MN |
1728 |
- |
2024-03-31 |
613,663 |
$7,438,000 |
-1,853 |
|
| LPL FINANCIAL CORP |
1553 |
- |
2024-03-31 |
575,347 |
$6,973,000 |
6,669 |
|
| AE Wealth Management LLC |
589 |
- |
2023-12-31 |
394,075 |
$4,930,000 |
-2,685,558 |
|
| Mid-American Wealth Advisory Group Inc. |
5 |
- |
2024-03-31 |
390,986 |
$4,739,000 |
51,465 |
|
| CLS INVESTMENT FIRM LLC |
454 |
- |
2022-12-31 |
139,676 |
$2,137,000 |
-9,153 |
|
| Soltis Investment Advisors LLC |
125 |
- |
2024-03-31 |
153,784 |
$1,864,000 |
-6,183 |
|
| Professional Financial Advisors LLC |
49 |
- |
2024-03-31 |
99,445 |
$1,205,000 |
11,051 |
|
| WEALTHSOURCE PARTNERS LLC |
213 |
- |
2023-12-31 |
71,577 |
$917,000 |
-17,665 |
|
| GTS SECURITIES LLC |
711 |
- |
2023-12-31 |
60,000 |
$769,000 |
0 |
|
| Toroso Investments LLC |
829 |
- |
2023-12-31 |
49,238 |
$631,000 |
16,921 |
|
| WILEY BROS.-AINTREE CAPITAL LLC |
265 |
*New |
2024-03-31 |
42,066 |
$510,000 |
42,066 |
|
| CITADEL ADVISORS LLC |
3707 |
- |
2023-12-31 |
35,037 |
$449,000 |
25,510 |
|
| InterOcean Capital Group LLC |
337 |
- |
2023-12-31 |
28,646 |
$367,000 |
3,784 |
|
| Orcam Financial Group |
27 |
- |
2023-12-31 |
22,000 |
$282,000 |
0 |
|
| Crabel Capital Management LLC |
115 |
*New |
2023-12-31 |
19,320 |
$247,000 |
19,320 |
|
| Resurgent Financial Advisors LLC |
159 |
- |
2024-03-31 |
20,000 |
$242,000 |
10,000 |
|
| Centric Wealth Management |
142 |
- |
2024-03-31 |
19,739 |
$233,000 |
384 |
|
| Gladstone Institutional Advisory LLC |
620 |
- |
2023-12-31 |
16,429 |
$210,000 |
-3,956 |
|
| Advisor Group Holdings Inc. |
3642 |
- |
2024-03-31 |
16,612 |
$201,000 |
-3,373 |
|
| TWO SIGMA SECURITIES LLC |
899 |
*New |
2023-12-31 |
14,004 |
$179,000 |
14,004 |
|
| Advisor Resource Council |
214 |
- |
2024-03-31 |
13,113 |
$168,000 |
-58,431 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
3051 |
- |
2024-03-31 |
13,557 |
$164,000 |
-4,963 |
|
| Southland Equity Partners LLC |
214 |
- |
2024-03-31 |
10,921 |
$132,000 |
-16,835 |
|
| HRT FINANCIAL LLC |
1690 |
*New |
2023-12-31 |
10,253 |
$131,000 |
10,253 |
|
| Adalta Capital Management LLC |
82 |
- |
2023-12-31 |
9,600 |
$123,000 |
-5,700 |
|
| NBC SECURITIES INC. |
982 |
- |
2024-03-31 |
6,925 |
$83,000 |
0 |
|
| MORGAN STANLEY |
5856 |
- |
2023-12-31 |
5,366 |
$69,000 |
-104 |
|
| Goss Wealth Management LLC |
2534 |
- |
2023-12-31 |
1,612 |
$21,000 |
-31,721 |
|
| ICA Group Wealth Management LLC |
795 |
- |
2023-12-31 |
1,173 |
$15,000 |
1,173 |
|
| UBS Group AG |
5918 |
- |
2023-12-31 |
1,142 |
$15,000 |
-2,359 |
|
| COMERICA BANK |
3041 |
- |
2023-12-31 |
1,118 |
$14,000 |
0 |
|
| Parallel Advisors LLC |
2288 |
- |
2024-03-31 |
790 |
$10,000 |
-537 |
|
| ROYAL BANK OF CANADA |
5779 |
- |
2023-12-31 |
766 |
$10,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2107 |
- |
2023-12-31 |
363 |
$5,000 |
0 |
|
| JJJ Advisors Inc. |
971 |
- |
2024-03-31 |
56 |
$1,000 |
0 |
|
| TOWNSQUARE CAPITAL LLC |
1143 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,550 |
|
| HIGHTOWER ADVISORS, LLC |
3312 |
*Closed |
2024-03-31 |
0 |
$0 |
-65,136 |
|
| HANSON MCCLAIN, INC. |
3376 |
- |
2024-03-31 |
5 |
$0 |
0 |
|
| PROEQUITIES INC. |
4570 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| IFP Advisors Inc |
2940 |
- |
2023-12-31 |
17 |
$0 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5980 |
*Closed |
2024-03-31 |
0 |
$0 |
-68,237 |
|
| JANE STREET GROUP LLC |
5633 |
*Closed |
2023-12-31 |
0 |
$0 |
-33,336 |
|
| Authentikos Wealth Advisory LLC |
297 |
*Closed |
2023-12-31 |
0 |
$0 |
-48,277 |
|
| BerganKDV Wealth Management LLC |
905 |
*Closed |
2023-06-30 |
0 |
$0 |
-1,375 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
1211 |
*Closed |
2023-12-31 |
0 |
$0 |
-429 |
|
| Integrated Wealth Concepts LLC |
1593 |
*Closed |
2023-12-31 |
0 |
$0 |
-82,380 |
|
| SIMPLEX TRADING LLC |
3125 |
*Closed |
2024-03-31 |
0 |
$0 |
-691 |
|
| Cribstone Capital Management LLC |
421 |
*Closed |
2022-12-31 |
0 |
$0 |
-142 |
|
| Impact Partnership Wealth LLC |
1041 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,046 |
|
| Richard W. Paul & Associates LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-122 |
|
| OLD MISSION CAPITAL LLC |
1128 |
*Closed |
2023-12-31 |
0 |
$0 |
-97,533 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
990 |
*Closed |
2023-12-31 |
0 |
$0 |
-671 |
|
| Significant Wealth Partners LLC |
201 |
*Closed |
2024-03-31 |
0 |
$0 |
-98,787 |
|
|
54 Records found
|
1
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