| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5% | $4,636,108 | 450,545 | Morgan Stanley | 31 Mar 2025 |
| Filer | Ownership | Holdings Value | Nb Shares | Share Change % |
|---|---|---|---|---|
| MORGAN STANLEY | 5.3% | $5,926,541 | 478,719 | +2.6% |
| 1607 Capital Partners, LLC | 4% | $4,473,439 | 361,344 | -1.8% |
| Zimmer Partners, LP | 1.4% | $1,594,581 | 128,803 | 0% |
| COHEN & STEERS, INC. | 1.4% | $1,548,000 | 125,000 | +1150% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 0.95% | $1,065,237 | 86,045 | +0.81% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 0.61% | $733,056 | 55,117 | 0% |
| Cetera Investment Advisers | 0.26% | $286,494 | 23,141 | |
| LEVEL FOUR ADVISORY SERVICES, LLC | 0.23% | $253,989 | 20,516 | +1.8% |
| LPL Financial LLC | 0.19% | $212,261 | 17,145 | +11% |
| Cambridge Investment Research Advisors, Inc. | 0.13% | $149,000 | 12,034 | |
| Integrated Wealth Concepts LLC | 0.13% | $142,840 | 11,538 | +12% |
| Saba Capital Management, L.P. | 0.12% | $139,362 | 11,257 | -97% |
| UBS Group AG | 0.12% | $130,795 | 10,565 | -7.6% |
| ORG Partners LLC | 0.11% | $121,424 | 9,808 | -2% |
| OSAIC HOLDINGS, INC. | 0.06% | $66,044 | 5,454 | +39% |
| PRINCIPAL SECURITIES, INC. | 0.05% | $53,370 | 4,311 | -50% |
| CITY HOLDING CO | 0.05% | $50,968 | 4,117 | 0% |
| Rockefeller Capital Management L.P. | 0.04% | $50,164 | 4,052 | |
| CoreCap Advisors, LLC | 0.03% | $28,350 | 2,290 | 0% |
| CX Institutional | 0.02% | $27,000 | 2,220 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | $9,582 | 774 | -40% |
| FNY Investment Advisers, LLC | 0% | $4,000 | 400 | 0% |
| GAMMA Investing LLC | 0% | $111 | 9 | 0% |
| WELLS FARGO & COMPANY/MN | 0% | $11 | 1 | 0% |
| RAYMOND JAMES FINANCIAL INC | 0% | $0 | 0 | -100% |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price | Investors |
|---|---|---|---|---|---|
| 2025 Q3 | 1,374,660 | $17,066,619 | -$2,403,481 | $12.38 | 24 |
| 2025 Q2 | 1,592,241 | $18,452,369 | -$649,529 | $11.55 | 24 |
| 2025 Q1 | 1,636,882 | $18,098,010 | +$468,403 | $11.02 | 24 |
| 2024 Q4 | 1,595,807 | $17,175,179 | +$941,223 | $10.72 | 26 |
| 2024 Q3 | 1,494,833 | $16,685,234 | +$169,741 | $11.16 | 28 |
| 2024 Q2 | 1,482,487 | $14,551,098 | -$423,541 | $9.82 | 27 |
| 2024 Q1 | 1,525,878 | $14,408,584 | -$560,624 | $9.44 | 25 |
| 2023 Q4 | 1,227,868 | $11,308,214 | +$191,156 | $9.21 | 26 |
| 2023 Q3 | 1,364,316 | $11,913,376 | +$1,525,257 | $8.74 | 26 |
| 2023 Q2 | 1,186,913 | $12,011,549 | +$1,716,039 | $10.12 | 25 |
| 2023 Q1 | 1,014,773 | $10,818,410 | +$566,373 | $10.66 | 21 |
| 2022 Q4 | 962,002 | $10,773,633 | +$1,027,168 | $11.20 | 25 |
| 2022 Q3 | 870,781 | $9,524,000 | +$617,196 | $10.94 | 24 |
| 2022 Q2 | 813,563 | $9,887,576 | +$1,577,291 | $12.10 | 22 |
| 2022 Q1 | 573,612 | $8,036,000 | -$303,571 | $14.01 | 21 |
| 2021 Q4 | 596,619 | $8,793,000 | +$1,461,555 | $14.74 | 21 |
| 2021 Q3 | 507,537 | $6,840,000 | -$614,955 | $13.47 | 20 |
| 2021 Q2 | 552,036 | $7,936,820 | -$908,499 | $14.37 | 20 |
| 2021 Q1 | 616,210 | $7,991,566 | -$408,032 | $12.97 | 22 |
| 2020 Q4 | 652,297 | $8,381,732 | +$842,155 | $12.84 | 25 |
| 2020 Q3 | 466,694 | $5,612,000 | +$234,563 | $12.01 | 22 |
| 2020 Q2 | 446,174 | $5,772,000 | -$247,626 | $12.92 | 19 |
| 2020 Q1 | 452,690 | $4,935,000 | -$351,422 | $10.88 | 21 |
| 2019 Q4 | 475,609 | $6,647,000 | +$400,125 | $13.96 | 22 |
| 2019 Q3 | 383,098 | $5,278,000 | -$313,831 | $13.79 | 19 |
| 2019 Q2 | 406,981 | $5,277,000 | +$557,569 | $12.97 | 20 |
| 2019 Q1 | 362,005 | $4,743,000 | -$501,867 | $13.11 | 13 |
| 2018 Q4 | 408,798 | $4,562,000 | -$101,670 | $11.15 | 18 |
| 2018 Q3 | 357,210 | $4,496,000 | -$148,932 | $12.57 | 18 |
| 2018 Q2 | 370,903 | $4,575,000 | -$343,136 | $12.34 | 18 |
| 2018 Q1 | 398,887 | $4,858,534 | +$230,475 | $12.17 | 16 |
| 2017 Q4 | 379,696 | $5,010,480 | -$184,587 | $13.20 | 14 |
| 2017 Q3 | 395,160 | $5,099,656 | -$788,865 | $12.91 | 15 |
| 2017 Q2 | 456,218 | $5,909,234 | -$51,290 | $12.96 | 15 |
| 2017 Q1 | 460,218 | $5,873,108 | -$2,117,631 | $12.76 | 14 |
| 2016 Q4 | 626,822 | $7,507,516 | -$574,399 | $11.96 | 16 |
| 2016 Q3 | 674,513 | $8,355,780 | +$413,955 | $12.41 | 17 |
| 2016 Q2 | 640,373 | $8,576,888 | -$153,805 | $13.38 | 15 |
| 2016 Q1 | 650,834 | $8,301,560 | -$6,705 | $12.82 | 14 |
| 2015 Q4 | 655,052 | $7,349,240 | +$291,132 | $11.20 | 17 |
| 2015 Q3 | 749,672 | $7,923,318 | +$519,705 | $10.56 | 23 |
| 2015 Q2 | 680,454 | $7,681,150 | +$967,009 | $11.28 | 22 |
| 2015 Q1 | 479,167 | $6,302,966 | +$803,124 | $13.16 | 16 |
| 2014 Q4 | 418,656 | $5,360,289 | -$546,319 | $12.80 | 16 |
| 2014 Q3 | 454,283 | $5,853,402 | -$83,199 | $12.89 | 12 |
| 2014 Q2 | 460,111 | $5,973,835 | -$400,261 | $12.99 | 14 |
| 2014 Q1 | 491,241 | $6,182,091 | +$246,565 | $12.58 | 17 |