| |
Institutional
Holders
Total
Institutions:
 |
491  17 |
|
|
Total
shares held :
|
164,625,127 |
|
|
% of shares
held :
|
18.29% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -2 |
|
|
Amount
of shares held :
|
-3,716,068 |
|
|
% of shares
held change :
|
-0.41% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
48
|
1,879,229
|
1.14%
|
|
|
|
Increased
Positions : |
189
|
10,435,155
|
6.34%
|
|
 |
Unchanged
Positions : |
46
|
4,024,188
|
2.44%
|
|
|
|
Decreased
Positions : |
208
|
-14,864,678
|
-9.03%
|
|
|
|
Closed
Positions : |
31
|
-1,165,774
|
-0.71%
|
|
|
|
Guru
Positions : |
2
|
7,634
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GARETH MORGAN INVESTMENTS LIMITED PARTNERSHIP |
1 |
- |
2023-12-31 |
1,047,955 |
$52,890,000 |
0 |
|
| Financial Gravity Wealth Inc. |
60 |
- |
2023-12-31 |
693,124 |
$22,715,000 |
0 |
|
| HM PAYSON & CO |
116 |
- |
2023-12-31 |
79,800 |
$4,028,000 |
0 |
|
| AllSquare Wealth Management LLC |
24 |
- |
2023-12-31 |
22,170 |
$1,119,000 |
0 |
|
| Vontobel Holding Ltd. |
856 |
- |
2023-12-31 |
9,945 |
$502,000 |
0 |
|
| TRUEPOINT, INC. |
145 |
- |
2023-12-31 |
7,803 |
$394,000 |
0 |
|
| Navalign LLC |
108 |
- |
2024-03-31 |
5,550 |
$281,000 |
0 |
|
| SCHMIDT P J INVESTMENT MANAGEMENT INC |
158 |
- |
2024-03-31 |
5,072 |
$257,000 |
0 |
|
| BECK CAPITAL MANAGEMENT LLC |
101 |
- |
2023-12-31 |
4,961 |
$250,000 |
0 |
|
| GoalVest Advisory LLC |
311 |
- |
2024-03-31 |
214 |
$11,000 |
0 |
|
| JJJ Advisors Inc. |
675 |
- |
2024-03-31 |
190 |
$10,000 |
0 |
|
| First Pacific Financial |
362 |
- |
2024-03-31 |
32 |
$2,000 |
0 |
|
| PROVENCE WEALTH MANAGEMENT GROUP |
449 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
|
13 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
|
|
|
