|
Institutional
Holders
Total
Institutions:
|
213 7 |
|
Total
shares held :
|
40,772,284 |
|
% of shares
held :
|
60.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
1,142,133 |
|
% of shares
held change :
|
1.69% |
|
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 |
MORGAN STANLEY |
1976 |
- |
2023-12-31 |
1,815,576 |
$39,216,000 |
-126,934 |
|
WELLS FARGO & CO/MN |
916 |
- |
2023-12-31 |
1,276,524 |
$27,573,000 |
-6,596 |
|
Callodine Capital Management LP |
2 |
- |
2023-12-31 |
1,198,992 |
$25,898,000 |
-211,038 |
|
Cliffwater LLC |
5 |
- |
2023-12-31 |
821,247 |
$17,739,000 |
-151,603 |
|
ARES MANAGEMENT LLC |
18 |
- |
2023-12-31 |
768,148 |
$16,592,000 |
-7,750 |
|
LGT CAPITAL PARTNERS LTD. |
39 |
- |
2023-12-31 |
715,000 |
$15,444,000 |
-95,000 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
112 |
- |
2023-12-31 |
625,659 |
$13,514,000 |
-57,214 |
|
Melia Wealth LLC |
9 |
- |
2024-03-31 |
540,005 |
$11,572,000 |
-161,102 |
|
NEUBERGER BERMAN GROUP LLC |
742 |
- |
2023-12-31 |
530,544 |
$11,460,000 |
-11,035 |
|
TWO SIGMA ADVISERS, LLC |
531 |
- |
2023-12-31 |
459,588 |
$9,927,000 |
-77,900 |
|
PARTNERS GROUP HOLDING AG |
31 |
- |
2023-12-31 |
421,598 |
$9,107,000 |
-13,181 |
|
TWO SIGMA INVESTMENTS LLC |
654 |
- |
2023-12-31 |
395,050 |
$8,533,000 |
-39,524 |
|
CREDIT SUISSE/ |
1307 |
- |
2023-12-31 |
233,290 |
$5,039,000 |
-13,181 |
|
MANUFACTURERES LIFE INSURANCE CO |
1177 |
- |
2023-12-31 |
217,168 |
$4,691,000 |
-20 |
|
FIXED INCOME SECURITIES INC |
334 |
- |
2023-12-31 |
170,622 |
$3,685,000 |
-44,582 |
|
IFP Advisors Inc |
119 |
- |
2023-12-31 |
168,489 |
$3,639,000 |
-5,522 |
|
Clayton Partners LLC |
18 |
- |
2023-12-31 |
143,257 |
$3,094,000 |
-163 |
|
Wealthstar Advisors LLC |
11 |
- |
2024-03-31 |
130,562 |
$2,798,000 |
-4,287 |
|
CAPTRUST FINANCIAL ADVISORS |
768 |
- |
2023-12-31 |
129,182 |
$2,790,000 |
-11,696 |
|
AMERIPRISE FINANCIAL INC |
2684 |
- |
2023-12-31 |
118,181 |
$2,553,000 |
-6,330 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1545 |
- |
2023-12-31 |
109,323 |
$2,361,000 |
-3,466 |
|
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
48 |
- |
2023-12-31 |
109,008 |
$2,355,000 |
-30,576 |
|
DEARBORN PARTNERS LLC |
|
- |
2023-12-31 |
90,923 |
$1,964,000 |
-796 |
|
ROYAL BANK OF CANADA |
2600 |
- |
2023-12-31 |
87,721 |
$1,895,000 |
-6,496 |
|
Cresset Asset Management LLC |
625 |
- |
2023-12-31 |
83,336 |
$1,800,000 |
-34 |
|
Bramshill Investments LLC |
49 |
- |
2023-12-31 |
76,002 |
$1,642,000 |
-43,367 |
|
GOLDMAN SACHS GROUP INC/ |
3272 |
- |
2023-12-31 |
73,473 |
$1,587,000 |
-78,814 |
|
BROWN ADVISORY HOLDINGS INC |
725 |
- |
2024-03-31 |
58,895 |
$1,262,000 |
-4,045 |
|
CYNOSURE MANAGEMENT LLC |
87 |
- |
2023-12-31 |
52,278 |
$1,129,000 |
-3,374 |
|
Ignite Planners LLC |
86 |
- |
2024-03-31 |
44,820 |
$948,000 |
-20,368 |
|
INVESCO LTD |
2831 |
- |
2023-12-31 |
43,361 |
$937,000 |
-33,212 |
|
Sargent Investment Group LLC |
89 |
- |
2023-12-31 |
43,400 |
$937,000 |
-25,000 |
|
Jump Financial LLC |
748 |
- |
2023-12-31 |
41,775 |
$902,000 |
-16,547 |
|
CREATIVE PLANNING |
1331 |
- |
2023-12-31 |
38,747 |
$837,000 |
-25,283 |
|
CI Private Wealth LLC |
1378 |
- |
2023-12-31 |
36,314 |
$784,000 |
-2,296 |
|
BENJAMIN EDWARDS INC |
156 |
- |
2023-12-31 |
34,454 |
$744,000 |
-952 |
|
NORTHERN TRUST CORP |
3479 |
- |
2023-12-31 |
27,609 |
$596,000 |
-29,645 |
|
Beacon Pointe Advisors LLC |
833 |
- |
2023-12-31 |
26,973 |
$583,000 |
-996 |
|
GREAT WEST LIFE ASSURANCE CO /CAN/ |
1682 |
- |
2023-12-31 |
25,997 |
$558,000 |
-34,711 |
|
Alpha DNA Investment Management LLC |
102 |
- |
2023-12-31 |
24,903 |
$538,000 |
-2,723 |
|
Mach-1 Financial Group Inc. |
116 |
- |
2023-12-31 |
22,144 |
$478,000 |
-2,325 |
|
Virtus ETF Advisers LLC |
169 |
- |
2023-12-31 |
18,543 |
$401,000 |
-10,064 |
|
Belpointe Asset Management LLC |
454 |
- |
2023-12-31 |
17,377 |
$375,000 |
-98,312 |
|
CITADEL ADVISORS LLC |
4098 |
- |
2023-12-31 |
13,560 |
$293,000 |
-26,880 |
|
Atria Wealth Solutions Inc. |
1516 |
- |
2023-12-31 |
13,195 |
$285,000 |
-4,985 |
|
ADVISORY RESEARCH INC |
304 |
- |
2023-12-31 |
11,705 |
$253,000 |
-48,526 |
|
PROSHARE ADVISORS LLC |
1530 |
- |
2023-12-31 |
11,304 |
$244,000 |
-1,145 |
|
CAPROCK Group Inc. |
603 |
- |
2023-12-31 |
11,014 |
$238,000 |
-2,440 |
|
Centiva Capital LP |
878 |
- |
2023-12-31 |
10,421 |
$225,000 |
-263 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2970 |
- |
2024-03-31 |
9,768 |
$209,000 |
-2,526 |
|
PNC FINANCIAL SERVICES GROUP INC |
2142 |
- |
2023-12-31 |
9,310 |
$201,000 |
-291 |
|
SIMPLEX TRADING LLC |
1100 |
- |
2024-03-31 |
6,598 |
$141,000 |
-8,192 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,525 |
$33,000 |
-6,090 |
|
EverSource Wealth Advisors LLC |
1079 |
- |
2023-12-31 |
1,449 |
$31,000 |
-394 |
|
CWM LLC |
2992 |
- |
2024-03-31 |
782 |
$17,000 |
-121 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
254 |
- |
2023-12-31 |
476 |
$10,000 |
-52 |
|
Farther Finance Advisors LLC |
1962 |
- |
2023-12-31 |
231 |
$5,000 |
-1 |
|
HANSON MCCLAIN, INC. |
2791 |
- |
2024-03-31 |
75 |
$2,000 |
-44 |
|
|
58 Records found
|
1
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