| |
Institutional
Holders
Total
Institutions:
 |
142  1 |
|
|
Total
shares held :
|
61,477,093 |
|
|
% of shares
held :
|
14.95% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -27 |
|
|
Amount
of shares held :
|
2,655,295 |
|
|
% of shares
held change :
|
0.65% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.98 |
|
|
Last
Quarter's Ending
Price :
|
$18.59 |
|
|
Last
Quarter's Average
Price :
|
$18.21 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.22 (1.21%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  STATE STREET CORP |
395 |
- |
2023-12-31 |
43,672,307 |
$811,868,000 |
3,753,092 |
|
| ST GERMAIN D J CO INC |
40 |
- |
2024-03-31 |
889,045 |
$16,572,000 |
180,342 |
|
| BANK OF AMERICA CORP /DE/ |
1975 |
- |
2023-12-31 |
860,393 |
$15,995,000 |
591,713 |
|
| Brio Consultants LLC |
12 |
- |
2024-03-31 |
743,711 |
$13,863,000 |
62,438 |
|
| Krasney Financial LLC |
10 |
- |
2024-03-31 |
526,239 |
$9,809,000 |
28,703 |
|
| Envestnet Portfolio Solutions Inc. |
287 |
- |
2024-03-31 |
408,527 |
$7,615,000 |
38,281 |
|
| Treasure Coast Financial Planning |
15 |
- |
2024-03-31 |
196,800 |
$3,668,000 |
5,413 |
|
| Pinnacle Wealth Planning Services Inc. |
31 |
- |
2024-03-31 |
192,292 |
$3,584,000 |
4,687 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
965 |
- |
2024-03-31 |
180,416 |
$3,363,000 |
8,758 |
|
| Certified Advisory Corp |
67 |
- |
2024-03-31 |
173,831 |
$3,240,000 |
3,707 |
|
| AE Wealth Management LLC |
739 |
- |
2023-12-31 |
169,980 |
$3,151,000 |
77,129 |
|
| ROYAL BANK OF CANADA |
2321 |
- |
2023-12-31 |
145,393 |
$2,702,000 |
101,762 |
|
| ICA Group Wealth Management LLC |
41 |
- |
2023-12-31 |
121,984 |
$2,268,000 |
11,249 |
|
| HIGHTOWER ADVISORS, LLC |
1517 |
- |
2024-03-31 |
85,088 |
$1,590,000 |
19,078 |
|
| Eldridge Investment Advisors Inc. |
69 |
- |
2024-03-31 |
64,500 |
$1,202,000 |
64,500 |
|
| SHEETS SMITH & ASSOCIATES INC |
152 |
- |
2024-03-31 |
62,702 |
$1,169,000 |
5,865 |
|
| Global Retirement Partners LLC |
416 |
- |
2024-03-31 |
41,180 |
$768,000 |
1,895 |
|
| Redwood Financial Network Corp |
45 |
- |
2024-03-31 |
39,873 |
$743,000 |
16,752 |
|
| Atria Wealth Solutions Inc. |
1075 |
- |
2023-12-31 |
34,131 |
$634,000 |
3,491 |
|
| Simplicity WealthLLC |
722 |
- |
2024-03-31 |
27,758 |
$517,000 |
75 |
|
| Walkner Condon Financial Advisors LLC |
201 |
- |
2024-03-31 |
18,198 |
$339,000 |
812 |
|
| Kestra Advisory Services LLC |
1803 |
- |
2023-12-31 |
16,841 |
$313,000 |
1,697 |
|
| Addison Capital Co |
106 |
- |
2024-03-31 |
15,935 |
$297,000 |
4,631 |
|
| Merit Financial Group LLC |
727 |
- |
2024-03-31 |
15,595 |
$286,000 |
2,319 |
|
| Brookstone Capital Management |
772 |
- |
2024-03-31 |
15,167 |
$283,000 |
9 |
|
| CWM LLC |
1362 |
- |
2024-03-31 |
14,707 |
$274,000 |
1,915 |
|
| Goss Wealth Management LLC |
1570 |
- |
2023-12-31 |
14,565 |
$271,000 |
1,953 |
|
| Sigma Planning Corp |
1018 |
- |
2024-03-31 |
13,735 |
$256,000 |
3,306 |
|
| BANK OF NEW YORK MELLON CORP |
3728 |
- |
2024-03-31 |
13,535 |
$252,000 |
13,535 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3515 |
- |
2024-03-31 |
11,514 |
$215,000 |
11,514 |
|
| Castleview Partners LLC |
263 |
- |
2024-03-31 |
4,991 |
$93,000 |
1,801 |
|
| HANSON MCCLAIN, INC. |
1098 |
- |
2024-03-31 |
4,257 |
$79,000 |
63 |
|
| TD Waterhouse Canada Inc. |
1159 |
- |
2024-03-31 |
1,621 |
$30,000 |
319 |
|
| SIMPLEX TRADING LLC |
1598 |
- |
2024-03-31 |
1,436 |
$26,000 |
1,236 |
|
| BLAIR WILLIAM & CO/IL |
1713 |
- |
2024-03-31 |
407 |
$8,000 |
312 |
|
| COMERICA BANK |
3194 |
- |
2023-12-31 |
383 |
$7,000 |
8 |
|
|
36 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
|
|
|
