|
Institutional
Holders
Total
Institutions:
|
723 26 |
|
Total
shares held :
|
175,590,815 |
|
% of shares
held :
|
19.51% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
115 |
|
Amount
of shares held :
|
11,736,054 |
|
% of shares
held change :
|
1.3% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.40 |
|
Last
Quarter's Ending
Price :
|
$42.18 |
|
Last
Quarter's Average
Price :
|
$37.68 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.78 (12.69%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
69
|
7,713,249
|
4.39%
|
|
|
Increased
Positions : |
317
|
12,882,950
|
7.34%
|
|
|
Unchanged
Positions : |
109
|
7,750,535
|
4.41%
|
|
|
Decreased
Positions : |
228
|
-7,356,831
|
-4.19%
|
|
|
Closed
Positions : |
43
|
-1,503,314
|
-0.86%
|
|
|
Guru
Positions : |
1
|
10,900
|
0.01%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Coppell Advisory Solutions Corp. |
219 |
*Closed |
2023-03-31 |
0 |
$0 |
-44 |
|
SageView Advisory Group LLC |
631 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,310 |
|
International Private Wealth Advisors LLC |
118 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,945 |
|
AllGen Financial Advisors Inc. |
39 |
*Closed |
2024-03-31 |
0 |
$0 |
-109,211 |
|
Sterling Group Wealth Management LLC |
12 |
*Closed |
2024-03-31 |
0 |
$0 |
-111,325 |
|
MCF Advisors LLC |
909 |
*Closed |
2024-03-31 |
0 |
$0 |
-825 |
|
Flaharty Asset Management LLC |
304 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,836 |
|
Prestige Wealth Management Group LLC |
973 |
*Closed |
2024-03-31 |
0 |
$0 |
-56 |
|
Navalign LLC |
121 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,149 |
|
Crew Capital Management Ltd. |
117 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,667 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
877 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,646 |
|
Absolute Capital Management LLC |
103 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,882 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
813 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,013 |
|
EQIS CAPITAL MANAGEMENT, INC. |
770 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,970 |
|
MATRIX PRIVATE CAPITAL GROUP LLC |
150 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,460 |
|
Cordant Inc. |
124 |
*Closed |
2024-03-31 |
0 |
$0 |
-6 |
|
Krasney Financial LLC |
273 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,887 |
|
Flagship Private Wealth LLC |
90 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,086 |
|
RESTON WEALTH MANAGEMENT LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-6,878 |
|
Koshinski Asset Management Inc. |
529 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,938 |
|
DiMeo Schneider & Associates L.L.C. |
115 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,018,993 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1304 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
ETF Store Inc. |
114 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,240 |
|
VERITABLE LP |
235 |
*Closed |
2023-09-30 |
0 |
$0 |
-115,332 |
|
Strategic Investment Solutions Inc. /IL |
719 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,593 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1327 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,230 |
|
FIRST HEARTLAND CONSULTANTS INC |
365 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,778 |
|
Pinkerton Retirement Specialists LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-41,185 |
|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
710 |
*Closed |
2023-12-31 |
0 |
$0 |
-164 |
|
Ten Capital Wealth Advisors LLC |
325 |
*Closed |
2023-06-30 |
0 |
$0 |
-16 |
|
SIMPLEX TRADING LLC |
2838 |
*Closed |
2024-03-31 |
0 |
$0 |
-15,514 |
|
Sharkey Howes & Javer |
125 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,515 |
|
Pacifica Partners Inc. |
538 |
*Closed |
2024-03-31 |
0 |
$0 |
-20 |
|
TWO SIGMA INVESTMENTS LLC |
3231 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,082 |
|
Kaydan Wealth Management Inc. |
108 |
*Closed |
2024-03-31 |
0 |
$0 |
-369,645 |
|
Independent Wealth Network Inc. |
172 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,506 |
|
Orin Green Financial LLC |
33 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,449 |
|
Advisor Resource Council |
337 |
*Closed |
2024-03-31 |
0 |
$0 |
-99,925 |
|
Intrua Financial LLC |
337 |
*Closed |
2023-03-31 |
0 |
$0 |
-7,207 |
|
GoalVest Advisory LLC |
459 |
*Closed |
2024-03-31 |
0 |
$0 |
-186 |
|
LGT Financial Advisors LLC |
838 |
*Closed |
2024-03-31 |
0 |
$0 |
-2 |
|
KLR INVESTMENT ADVISORS LLC |
200 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,025 |
|
Front Row Advisors LLC |
675 |
*Closed |
2023-12-31 |
0 |
$0 |
-280 |
|
Authentikos Wealth Advisory LLC |
607 |
*Closed |
2023-12-31 |
0 |
$0 |
-125 |
|
My Legacy Advisors LLC |
208 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,716 |
|
Stokes Family Office LLC |
320 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,953 |
|
HEAD & ASSOCIATES LLC |
687 |
*Closed |
2023-12-31 |
0 |
$0 |
-840 |
|
Meridian Wealth Management LLC |
525 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,521 |
|
Founders Capital Management |
386 |
*Closed |
2024-03-31 |
0 |
$0 |
-131 |
|
Life Planning Partners Inc |
254 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,216 |
|
Astor Investment Management LLC |
31 |
*Closed |
2024-03-31 |
0 |
$0 |
-105,948 |
|
Investment Research & Advisory Group Inc. |
235 |
*Closed |
2024-03-31 |
0 |
$0 |
-330 |
|
Ford Financial Group Inc. |
39 |
*Closed |
2023-03-31 |
0 |
$0 |
-74,627 |
|
Crewe Advisors LLC |
669 |
*Closed |
2023-12-31 |
0 |
$0 |
-285 |
|
FDX ADVISORS, INC. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-8,830 |
|
NBT BANK N A /NY |
606 |
*Closed |
2024-03-31 |
0 |
$0 |
-64 |
|
KARLINSKI ANDREW C |
256 |
*Closed |
2022-12-31 |
0 |
$0 |
-111,636 |
|
Elevated Capital Advisors LLC |
180 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,827 |
|
Mayfair Advisory Group LLC |
145 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,877 |
|
KPP Advisory Services LLC |
203 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,742 |
|
RENAISSANCE TECHNOLOGIES LLC |
4303 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,600 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
401 |
*Closed |
2024-03-31 |
0 |
$0 |
-132,857 |
|
|
62 Records found
|
1
|
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