|
Institutional
Holders
Total
Institutions:
|
78 9 |
|
Total
shares held :
|
12,266,900 |
|
% of shares
held :
|
27.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
Amount
of shares held :
|
1,514,502 |
|
% of shares
held change :
|
3.41% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$7.39 |
|
Last
Quarter's Ending
Price :
|
$8.45 |
|
Last
Quarter's Average
Price :
|
$7.84 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.67 (8.55%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RIVERNORTH CAPITAL MANAGEMENT, INC. |
44 |
- |
2023-12-31 |
1,393,676 |
$11,777,000 |
148,098 |
|
SIT INVESTMENT ASSOCIATES INC |
109 |
- |
2023-12-31 |
1,337,812 |
$11,305,000 |
-58,744 |
|
KARPUS MANAGEMENT INC |
80 |
- |
2023-12-31 |
942,137 |
$7,961,000 |
147,111 |
|
Hennion & Walsh Asset Management Inc. |
38 |
- |
2024-03-31 |
889,294 |
$7,559,000 |
166,893 |
|
GUGGENHEIM CAPITAL LLC |
408 |
- |
2023-12-31 |
841,727 |
$7,113,000 |
233,508 |
|
UBS Group AG |
1682 |
- |
2023-12-31 |
837,882 |
$7,080,000 |
20,845 |
|
ROBINSON CAPITAL MANAGEMENT LLC |
13 |
- |
2023-12-31 |
698,975 |
$5,934,000 |
103,945 |
|
FIERA SCEPTRE INC. |
215 |
- |
2024-03-31 |
571,147 |
$4,855,000 |
-164,012 |
|
BANK OF AMERICA CORP /DE/ |
2956 |
- |
2023-12-31 |
519,787 |
$4,392,000 |
-84,959 |
|
MORGAN STANLEY |
3993 |
- |
2023-12-31 |
474,170 |
$4,007,000 |
-8,491 |
|
Logan Stone Capital LLC |
52 |
- |
2023-12-31 |
372,486 |
$3,148,000 |
248,129 |
|
CNH PARTNERS LLC |
122 |
- |
2023-12-31 |
366,571 |
$3,098,000 |
21,366 |
|
VAN ECK ASSOCIATES CORP |
740 |
- |
2024-03-31 |
355,011 |
$3,018,000 |
18,117 |
|
LPL FINANCIAL CORP |
2310 |
- |
2024-03-31 |
294,675 |
$2,505,000 |
24,677 |
|
Advisor Group Holdings Inc. |
1655 |
- |
2024-03-31 |
247,743 |
$2,106,000 |
6,775 |
|
WELLS FARGO & CO/MN |
2831 |
- |
2024-03-31 |
152,502 |
$1,296,000 |
-101,127 |
|
Rockefeller Capital Management L.P. |
1080 |
- |
2023-12-31 |
139,169 |
$1,176,000 |
-10,071 |
|
INDIANA TRUST & INVESTMENT MANAGEMENT CO |
55 |
- |
2024-03-31 |
119,616 |
$1,017,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
2578 |
- |
2024-03-31 |
116,815 |
$993,000 |
22,875 |
|
PNC FINANCIAL SERVICES GROUP INC |
1188 |
- |
2024-03-31 |
110,000 |
$935,000 |
0 |
|
BANK OF NEW YORK MELLON CORP |
3257 |
- |
2024-03-31 |
91,399 |
$777,000 |
0 |
|
LANDSCAPE CAPITAL MANAGEMENT L.L.C. |
370 |
- |
2024-03-31 |
86,927 |
$739,000 |
-11,975 |
|
MELFA WEALTH MANAGEMENT LLC |
53 |
- |
2024-03-31 |
84,205 |
$716,000 |
-13,307 |
|
AMERIPRISE FINANCIAL INC |
3263 |
- |
2023-12-31 |
80,801 |
$683,000 |
-9,195 |
|
Ackerman Capital Advisors LLC |
61 |
- |
2024-03-31 |
78,412 |
$667,000 |
49,044 |
|
WOLVERINE ASSET MANAGEMENT LLC |
388 |
- |
2023-12-31 |
75,388 |
$637,000 |
25,660 |
|
Capital Investment Advisors LLC |
362 |
- |
2024-03-31 |
70,032 |
$595,000 |
-845 |
|
INVESCO LTD |
3043 |
- |
2023-12-31 |
68,280 |
$577,000 |
-34,763 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1487 |
- |
2024-03-31 |
67,369 |
$573,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2022 |
- |
2023-12-31 |
50,572 |
$503,000 |
6,810 |
|
Alpine Partners VI LLC |
84 |
*New |
2023-12-31 |
58,467 |
$494,000 |
58,467 |
|
Oakmont Partners LLC |
516 |
- |
2024-03-31 |
52,800 |
$449,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2528 |
- |
2024-03-31 |
43,296 |
$368,000 |
-3,100 |
|
STIFEL FINANCIAL CORP |
2820 |
- |
2023-12-31 |
36,207 |
$306,000 |
-17,122 |
|
NUVEEN ASSET MANAGEMENT, LLC |
3104 |
*New |
2023-12-31 |
36,132 |
$305,000 |
36,132 |
|
KINGSWOOD WEALTH ADVISORS LLC |
506 |
- |
2024-03-31 |
32,130 |
$273,000 |
10,850 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
626 |
- |
2023-12-31 |
32,000 |
$270,000 |
0 |
|
IFG Advisors LLC |
113 |
- |
2024-03-31 |
30,000 |
$255,000 |
0 |
|
ROYAL BANK OF CANADA |
4278 |
- |
2023-12-31 |
29,531 |
$249,000 |
16,771 |
|
WEISS CAPITAL LLC |
237 |
*New |
2023-12-31 |
29,085 |
$246,000 |
29,085 |
|
Madison Park Capital Advisors LLC |
59 |
- |
2024-03-31 |
26,417 |
$225,000 |
17 |
|
CHOATE INVESTMENT ADVISORS |
398 |
- |
2024-03-31 |
19,814 |
$168,000 |
0 |
|
CREATIVE PLANNING |
2482 |
- |
2023-12-31 |
18,760 |
$159,000 |
7,300 |
|
Catalina Capital Group LLC |
270 |
- |
2024-03-31 |
18,223 |
$155,000 |
0 |
|
Massey Quick & Co. LLC |
403 |
- |
2024-03-31 |
17,956 |
$153,000 |
1,875 |
|
Williams Jones Wealth Management LLC. |
494 |
- |
2024-03-31 |
17,500 |
$149,000 |
0 |
|
Fort Point Capital Partners LLC |
283 |
*New |
2023-12-31 |
16,674 |
$141,000 |
16,674 |
|
Relyea Zuckerberg Hanson LLC |
231 |
- |
2024-03-31 |
16,221 |
$138,000 |
0 |
|
ELEQUIN CAPITAL LP |
149 |
*New |
2023-12-31 |
15,576 |
$132,000 |
15,576 |
|
Aristides Capital LLC |
227 |
*New |
2023-12-31 |
15,031 |
$127,000 |
15,031 |
|
Summit Trail Advisors LLC |
578 |
- |
2024-03-31 |
12,688 |
$108,000 |
-2,426 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3192 |
- |
2024-03-31 |
11,906 |
$101,000 |
-405 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3737 |
- |
2024-03-31 |
11,840 |
$101,000 |
-500 |
|
Integrated Wealth Concepts LLC |
1507 |
- |
2023-12-31 |
11,100 |
$94,000 |
0 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
305 |
- |
2023-12-31 |
10,715 |
$91,000 |
10,715 |
|
MOODY NATIONAL BANK TRUST DIVISION |
457 |
- |
2024-03-31 |
10,690 |
$91,000 |
-3,502 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1816 |
- |
2023-12-31 |
10,515 |
$89,000 |
1,831 |
|
Private Advisor Group LLC |
2200 |
- |
2024-03-31 |
10,229 |
$87,000 |
0 |
|
ELEMENT POINTE ADVISORS LLC |
79 |
- |
2023-12-31 |
10,336 |
$87,000 |
0 |
|
Fortitude Family Office LLC |
125 |
- |
2024-03-31 |
7,300 |
$62,000 |
0 |
|
J P MORGAN CHASE & CO |
4671 |
- |
2024-03-31 |
6,414 |
$55,000 |
5,745 |
|
Tradewinds Capital Management LLC |
177 |
- |
2024-03-31 |
4,677 |
$40,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1338 |
- |
2024-03-31 |
4,418 |
$38,000 |
0 |
|
GPS Wealth Strategies Group LLC |
596 |
- |
2024-03-31 |
4,075 |
$35,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
354 |
*New |
2024-03-31 |
3,333 |
$28,000 |
3,333 |
|
US BANCORP |
2938 |
- |
2024-03-31 |
3,194 |
$27,000 |
0 |
|
COMERICA BANK |
2902 |
- |
2023-12-31 |
3,000 |
$25,000 |
0 |
|
FSA Wealth Management LLC |
212 |
*New |
2023-12-31 |
3,000 |
$25,000 |
3,000 |
|
UMB BANK N A/MO |
1052 |
- |
2024-03-31 |
2,471 |
$21,000 |
-809 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
591 |
*New |
2023-12-31 |
2,014 |
$17,000 |
2,014 |
|
PRIVATE TRUST CO NA |
1599 |
- |
2024-03-31 |
1,400 |
$12,000 |
0 |
|
Geneos Wealth Management Inc. |
1793 |
- |
2024-03-31 |
317 |
$3,000 |
0 |
|
Mascoma Wealth Management LLC |
420 |
- |
2024-03-31 |
364 |
$3,000 |
0 |
|
CWM LLC |
3881 |
- |
2024-03-31 |
333 |
$3,000 |
0 |
|
Authentikos Wealth Advisory LLC |
180 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,689 |
|
PARKSIDE FINANCIAL BANK & TRUST |
1835 |
*Closed |
2024-03-31 |
0 |
$0 |
-280 |
|
ADVISORY SERVICES NETWORK, LLC |
2689 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,324 |
|
DRIVE WEALTH MANAGEMENT LLC |
344 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,391 |
|
PROEQUITIES INC. |
9540 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WEBSTER BANK |
647 |
*Closed |
2024-03-31 |
0 |
$0 |
-933 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6468 |
*Closed |
2024-03-31 |
0 |
$0 |
-34,659 |
|
WETHERBY ASSET MANAGEMENT INC |
966 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,271 |
|
|
82 Records found
|
1
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