|
Institutional
Holders
Total
Institutions:
|
67 1 |
|
Total
shares held :
|
2,914,526 |
|
% of shares
held :
|
56.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
Amount
of shares held :
|
426,148 |
|
% of shares
held change :
|
8.2% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$39.20 |
|
Last
Quarter's Ending
Price :
|
$41.62 |
|
Last
Quarter's Average
Price :
|
$37.89 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.13 (8.27%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
1687 |
- |
2023-12-31 |
555,419 |
$23,117,000 |
396,934 |
|
MORGAN STANLEY |
2875 |
- |
2023-12-31 |
390,978 |
$16,273,000 |
72,348 |
|
LPL FINANCIAL CORP |
1542 |
- |
2024-03-31 |
164,777 |
$7,107,000 |
51,801 |
|
Kingsview Wealth Management LLC |
145 |
- |
2024-03-31 |
143,863 |
$6,205,000 |
115,712 |
|
FIRST CITIZENS BANK & TRUST CO |
160 |
- |
2024-03-31 |
64,117 |
$2,765,000 |
12,325 |
|
BNP PARIBAS ARBITRAGE SA |
1323 |
- |
2024-03-31 |
57,228 |
$2,468,000 |
570 |
|
Envestnet Portfolio Solutions Inc. |
572 |
- |
2024-03-31 |
57,023 |
$2,459,000 |
10,534 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1733 |
- |
2024-03-31 |
47,549 |
$2,051,000 |
30,230 |
|
WHARTON BUSINESS GROUP, LLC |
68 |
- |
2023-12-31 |
43,845 |
$1,825,000 |
770 |
|
UBS Group AG |
2959 |
- |
2023-12-31 |
41,853 |
$1,742,000 |
18,857 |
|
MCCORMACK ADVISORS INTERNATIONAL |
393 |
- |
2024-03-31 |
39,968 |
$1,724,000 |
13 |
|
PNC FINANCIAL SERVICES GROUP INC |
1075 |
- |
2024-03-31 |
28,270 |
$1,219,000 |
576 |
|
AE Wealth Management LLC |
1327 |
- |
2023-12-31 |
14,546 |
$615,000 |
2,288 |
|
Integrated Wealth Concepts LLC |
910 |
- |
2023-12-31 |
14,433 |
$601,000 |
2,079 |
|
Ameritas Advisory Services LLC |
393 |
- |
2023-12-31 |
14,318 |
$596,000 |
925 |
|
U.S. Capital Wealth Advisors LLC |
454 |
- |
2024-03-31 |
12,535 |
$541,000 |
635 |
|
STIFEL FINANCIAL CORP |
2611 |
- |
2023-12-31 |
10,810 |
$450,000 |
10,810 |
|
Fragasso Group Inc. |
204 |
- |
2024-03-31 |
7,008 |
$302,000 |
6 |
|
Advisor Group Holdings Inc. |
3316 |
- |
2024-03-31 |
6,971 |
$301,000 |
675 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3260 |
- |
2024-03-31 |
6,762 |
$292,000 |
656 |
|
RAYMOND JAMES & ASSOCIATES |
3377 |
- |
2024-03-31 |
6,317 |
$272,000 |
134 |
|
FMR LLC |
2883 |
- |
2023-12-31 |
3,704 |
$154,000 |
659 |
|
PRINCIPAL SECURITIES INC. |
1859 |
- |
2024-03-31 |
608 |
$26,000 |
3 |
|
TOWER RESEARCH CAPITAL LLC |
4267 |
- |
2023-12-31 |
241 |
$10,000 |
235 |
|
Coastal Investment Advisors Inc. |
734 |
- |
2024-03-31 |
123 |
$5,000 |
123 |
|
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25 Records found
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1
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