|
Institutional
Holders
Total
Institutions:
|
58 3 |
|
Total
shares held :
|
10,404,866 |
|
% of shares
held :
|
29.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
7,116 |
|
% of shares
held change :
|
0.02% |
|
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 |
INVESCO LTD |
716 |
- |
2023-12-31 |
5,264,187 |
$113,970,000 |
8,173 |
|
ENERGY INCOME PARTNERS LLC |
36 |
- |
2023-12-31 |
2,081,811 |
$45,071,000 |
-98,638 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
578,308 |
$12,520,000 |
-16,829 |
|
UBS Group AG |
1367 |
- |
2023-12-31 |
538,504 |
$11,659,000 |
1,279 |
|
CLEARBRIDGE ADVISORS LLC |
551 |
- |
2023-12-31 |
422,835 |
$9,154,000 |
-45,442 |
|
BANK OF AMERICA CORP /DE/ |
2830 |
- |
2023-12-31 |
247,916 |
$5,367,000 |
-25,692 |
|
MORGAN STANLEY |
3950 |
- |
2023-12-31 |
199,248 |
$4,314,000 |
64,048 |
|
GOLDMAN SACHS GROUP INC/ |
2889 |
- |
2023-12-31 |
137,817 |
$2,984,000 |
687 |
|
TORTOISE CAPITAL ADVISORS LLC |
67 |
- |
2023-12-31 |
132,811 |
$2,875,000 |
0 |
|
NATIXIS |
441 |
*New |
2023-12-31 |
70,000 |
$1,516,000 |
70,000 |
|
ACADIAN ASSET MANAGEMENT LLC |
813 |
- |
2023-12-31 |
54,559 |
$1,179,000 |
-18,343 |
|
CITADEL ADVISORS LLC |
2877 |
- |
2023-12-31 |
48,621 |
$1,053,000 |
19,582 |
|
GLENMEDE TRUST CO NA |
691 |
- |
2023-12-31 |
45,992 |
$996,000 |
0 |
|
EAGLE GLOBAL ADVISORS LLC |
147 |
- |
2023-12-31 |
43,873 |
$950,000 |
0 |
|
PINNACLE HOLDINGS LLC |
90 |
- |
2023-12-31 |
41,490 |
$898,000 |
132 |
|
DELPHI MANAGEMENT INC /MA/ |
|
- |
2023-09-30 |
39,094 |
$850,000 |
-2,840 |
|
BNP PARIBAS ARBITRAGE SA |
1788 |
- |
2023-12-31 |
36,477 |
$790,000 |
-24,075 |
|
CITIGROUP INC |
2289 |
- |
2023-12-31 |
35,038 |
$759,000 |
0 |
|
GSA CAPITAL PARTNERS LLP |
552 |
- |
2023-12-31 |
34,714 |
$752,000 |
23,143 |
|
LPL FINANCIAL CORP |
3348 |
- |
2023-12-31 |
31,469 |
$681,000 |
4,285 |
|
GILMAN HILL ASSET MANAGEMENT, LLC |
119 |
- |
2024-03-31 |
30,445 |
$676,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
790 |
- |
2023-12-31 |
29,900 |
$647,000 |
-400 |
|
HILLTOP HOLDINGS INC. |
312 |
- |
2023-12-31 |
27,229 |
$590,000 |
897 |
|
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
111 |
- |
2023-12-31 |
25,000 |
$541,000 |
5,000 |
|
ALPINE WOODS CAPITAL INVESTORS LLC |
|
- |
2023-12-31 |
21,390 |
$463,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2020 |
- |
2023-12-31 |
20,617 |
$446,000 |
-569 |
|
RAYMOND JAMES & ASSOCIATES |
2999 |
- |
2023-12-31 |
20,043 |
$434,000 |
6,043 |
|
Samalin Investment Counsel LLC |
157 |
- |
2023-12-31 |
19,626 |
$425,000 |
9,611 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4026 |
*New |
2023-12-31 |
18,830 |
$408,000 |
18,830 |
|
SEI INVESTMENTS CO |
2200 |
- |
2023-12-31 |
17,757 |
$384,000 |
0 |
|
SHAPIRO CAPITAL MANAGEMENT CO INC |
57 |
- |
2023-12-31 |
17,400 |
$377,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
3493 |
- |
2023-12-31 |
16,431 |
$356,000 |
-722 |
|
HRT FINANCIAL LLC |
1475 |
*New |
2023-12-31 |
14,042 |
$304,000 |
14,042 |
|
Apollon Wealth Management LLC |
881 |
- |
2023-12-31 |
12,294 |
$266,000 |
1,513 |
|
Kovack Advisors Inc. |
384 |
- |
2024-03-31 |
11,725 |
$260,000 |
-350 |
|
FAYEZ SAROFIM & CO |
261 |
- |
2023-12-31 |
11,500 |
$253,000 |
0 |
|
ING GROEP NV |
538 |
- |
2023-12-31 |
10,000 |
$217,000 |
0 |
|
WELLS FARGO & CO/MN |
3983 |
- |
2023-12-31 |
7,778 |
$168,000 |
-743 |
|
Future Financial Wealth Managment LLC |
205 |
*New |
2024-03-31 |
3,500 |
$78,000 |
3,500 |
|
ROYAL BANK OF CANADA |
5111 |
- |
2023-12-31 |
3,350 |
$73,000 |
750 |
|
Advisor Group Holdings Inc. |
4700 |
- |
2023-12-31 |
2,975 |
$64,000 |
-5,302 |
|
BESSEMER GROUP INC |
1322 |
*New |
2023-12-31 |
2,500 |
$54,000 |
2,500 |
|
J P MORGAN CHASE & CO |
4747 |
- |
2023-12-31 |
2,121 |
$46,000 |
1,391 |
|
PROEQUITIES INC. |
1180 |
- |
2023-12-31 |
2,000 |
$43,000 |
0 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,739 |
$38,000 |
10 |
|
TOWER RESEARCH CAPITAL LLC |
3471 |
- |
2023-12-31 |
1,237 |
$27,000 |
1,237 |
|
Goss Wealth Management LLC |
2525 |
- |
2023-12-31 |
1,000 |
$22,000 |
500 |
|
ICA Group Wealth Management LLC |
719 |
- |
2023-12-31 |
922 |
$20,000 |
922 |
|
GROUP ONE TRADING, L.P. |
1306 |
- |
2023-12-31 |
800 |
$17,000 |
-100 |
|
Carmichael Hill & Associates Inc. |
|
- |
2023-12-31 |
500 |
$11,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
516 |
- |
2024-03-31 |
500 |
$11,000 |
0 |
|
WHITTIER TRUST CO |
1265 |
- |
2023-12-31 |
310 |
$7,000 |
0 |
|
GPS Wealth Strategies Group LLC |
925 |
- |
2023-12-31 |
275 |
$6,000 |
0 |
|
Ahrens Investment Partners LLC |
743 |
*New |
2023-03-31 |
294 |
$6,000 |
294 |
|
Archer Investment Corp |
752 |
*New |
2023-12-31 |
235 |
$5,000 |
235 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
213 |
$4,000 |
5 |
|
INDIANA TRUST & INVESTMENT MANAGEMENT CO |
437 |
- |
2024-03-31 |
200 |
$4,000 |
0 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
200 |
$4,000 |
0 |
|
LGT Financial Advisors LLC |
786 |
- |
2023-12-31 |
102 |
$2,000 |
2 |
|
CWM LLC |
4125 |
- |
2024-03-31 |
65 |
$1,000 |
0 |
|
CLEAR INVESTMENT RESEARCH LLC |
259 |
*Closed |
2023-12-31 |
0 |
$0 |
-400 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
317 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,065 |
|
TAYLOR INVESTMENT COUNSELORS LLC |
107 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,598 |
|
FMR LLC |
4848 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
BOURGEON CAPITAL MANAGEMENT LLC |
381 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,500 |
|
HARBOUR INVESTMENTS INC. |
3228 |
- |
2023-12-31 |
17 |
$0 |
0 |
|
|
66 Records found
|
1
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