|
Institutional
Holders
Total
Institutions:
|
42 2 |
|
Total
shares held :
|
2,361,006 |
|
% of shares
held :
|
30.86% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
7,621 |
|
% of shares
held change :
|
0.1% |
|
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 |
PINNACLE FINANCIAL PARTNERS INC |
68 |
- |
2024-03-31 |
385,980 |
$19,425,000 |
31,252 |
|
GREAT VALLEY ADVISOR GROUP INC. |
50 |
- |
2024-03-31 |
319,089 |
$16,059,000 |
27,339 |
|
Investors Research Corp |
9 |
- |
2024-03-31 |
188,839 |
$9,504,000 |
5,194 |
|
BANK OF AMERICA CORP /DE/ |
2986 |
- |
2024-03-31 |
95,710 |
$4,817,000 |
13,261 |
|
DDD Partners LLC |
41 |
- |
2024-03-31 |
85,173 |
$4,286,000 |
7,332 |
|
Gladstone Institutional Advisory LLC |
122 |
- |
2024-03-31 |
82,217 |
$4,138,000 |
4,003 |
|
STIFEL FINANCIAL CORP |
1330 |
- |
2024-03-31 |
71,700 |
$3,608,000 |
1,628 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
681 |
- |
2024-03-31 |
59,970 |
$3,018,000 |
1,116 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1695 |
- |
2024-03-31 |
20,671 |
$1,040,000 |
4 |
|
ROYAL BANK OF CANADA |
3100 |
- |
2024-03-31 |
16,815 |
$847,000 |
12,295 |
|
FINANCIAL NETWORK |
1607 |
- |
2024-03-31 |
15,665 |
$788,000 |
2,572 |
|
Integrated Wealth Concepts LLC |
992 |
- |
2024-03-31 |
11,212 |
$564,000 |
645 |
|
Lakeview Capital Partners LLC |
261 |
- |
2024-03-31 |
8,834 |
$445,000 |
812 |
|
STEPHENS INC /AR/ |
927 |
- |
2024-03-31 |
7,497 |
$377,000 |
29 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
336 |
- |
2024-03-31 |
7,238 |
$364,000 |
461 |
|
Landmark Wealth Management LLC |
58 |
- |
2024-03-31 |
6,742 |
$339,000 |
5 |
|
Scarborough Advisors LLC |
60 |
- |
2024-03-31 |
2,630 |
$132,000 |
9 |
|
|
17 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
|
|
|