|
Institutional
Holders
Total
Institutions:
|
12 2 |
|
Total
shares held :
|
5,408,941 |
|
% of shares
held :
|
6.01% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
771,825 |
|
% of shares
held change :
|
0.86% |
|
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 |
Foundations Investment Advisors LLC |
6 |
- |
2023-12-31 |
4,326,539 |
$94,362,000 |
786,928 |
|
GeoWealth Management LLC |
14 |
- |
2023-12-31 |
688,329 |
$14,898,000 |
-71,099 |
|
Coppell Advisory Solutions LLC |
52 |
*New |
2023-12-31 |
96,282 |
$2,084,000 |
96,282 |
|
Continuum Advisory LLC |
98 |
- |
2023-12-31 |
90,289 |
$1,954,000 |
-14,358 |
|
AE Wealth Management LLC |
962 |
- |
2023-12-31 |
75,731 |
$1,638,000 |
54,876 |
|
Selective Wealth Management |
42 |
- |
2024-03-31 |
35,522 |
$773,000 |
-1,869 |
|
GTS SECURITIES LLC |
753 |
- |
2023-12-31 |
32,742 |
$709,000 |
477 |
|
Signal Advisors Wealth LLC |
137 |
*New |
2024-03-31 |
27,574 |
$609,000 |
27,574 |
|
OLD MISSION CAPITAL LLC |
560 |
*New |
2023-12-31 |
27,532 |
$596,000 |
27,532 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4125 |
- |
2023-12-31 |
17,653 |
$382,000 |
-39,703 |
|
GOLDMAN SACHS GROUP INC/ |
4002 |
*New |
2023-12-31 |
15,093 |
$327,000 |
15,093 |
|
TOWER RESEARCH CAPITAL LLC |
3443 |
- |
2023-12-31 |
1,360 |
$29,000 |
412 |
|
TOWNSQUARE CAPITAL LLC |
1154 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,037 |
|
PROEQUITIES INC. |
5717 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
J P MORGAN CHASE & CO |
6160 |
*Closed |
2023-12-31 |
0 |
$0 |
-31,793 |
|
UBS Group AG |
8409 |
*Closed |
2023-12-31 |
0 |
$0 |
-60 |
|
CITADEL ADVISORS LLC |
6314 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,910 |
|
|
17 Records found
|
1
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