How many institutions own GDO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own GDO shares is 34, representing 27.56% of the company's common stock.

Who are the major shareholders selling Western Asset Global Corporate Defined Opportunity Fund Inc. stock?

BANK OF AMERICA CORP /DE/, in the last quarter, reduced its stake in GDO by -15.14% restricting it's holding to 33.46 thousand shares of worth nearly $397.47K. GUGGENHEIM CAPITAL LLC also lessened -24.12% of the GDO shares from its portfolio, reducing its holding to 54.08 thousand shares of worth $642.48K. DYNAMIC ADVISOR SOLUTIONS LLC also shunned GDO shares holding by -0.69% last quarter which brought its holding to 56.97 thousand shares worth $676.83K.

Investors who are buying GDO stock?

As per its latest 13F filing, SUSQUEHANNA INTERNATIONAL GROUP, LLP increased its stake in GDO by 100% in the last quarter. The institutional holder raised its holding to 14.9 thousand shares having worth more than $176.95K. FARTHER FINANCE ADVISORS, LLC also added 368.31% more shares of GDO to its portfolio, raising its holding to 1.71 thousand shares of worth $20.36K. CETERA INVESTMENT ADVISERS also increased its GDO shares holding by 17.02% which brought its holding to 13.82 thousand shares worth $164.14K.

GDO's major insiders: who are they?

The insider with the most stakes in GDO is WALSH STEPHEN A , at the company. Additionally, GDO stock is highly held by director CRONIN DANIEL P and director GRILLO ANTHONY among others.

Did an insider recently sell GDO stock?

Company executives, directors, and other insiders own 0.01% percent of Western Asset Global Corporate Defined Opportunity Fund Inc.'s stock. Within the last six months, there have been 0 transaction(s) in which GDO insiders have sold stock, totaling 0 shares. Insiders that have sold shares include CRONIN DANIEL P.

Which insider recently purchased GDO stock?

There have been 0 transaction(s) during the past 6-months in which Western Asset Global Corporate Defined Opportunity Fund Inc. insiders have bought stock, totalling 0 shares

How much of GDO does insiders own?

Around 0 Western Asset Global Corporate Defined Opportunity Fund Inc. shares are held by insiders, which represents about 0.01% of GDO stock.

Who is the insider with the largest stake?

GDO , WALSH STEPHEN A holds the largest portfolio of the company's shares. GDO shares owned by WALSH total nearly 1.92 thousand.

Which institution holds the most shares in GDO?

SUSQUEHANNA INTERNATIONAL GROUP, LLP is the largest institutional owner in GDO which holds 14.9 thousand shares worth $176.95K or 0.2% of the total GDO shares outstanding followed by GENEOS WEALTH MANAGEMENT INC. with ownership of 515 shares representing 0.01% of the GDO ownership. STEWARD PARTNERS INVESTMENT ADVISORY, LLC is the third largest stakeholder with 926 shares or 0.01% of the ownership worth more than $11.00K.

Is there a short position on GDO's shares?

Number of GDO shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding GDO shares are there?

As of today, null shares of GDO are outstanding.

Is there many float in GDO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, GDO has null shares in float.

GDO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for GDO is null.

Western Asset Global Corporate Defined Opportunity Fund (GDO) insider trading activity: Get Latest News Today

Q: Is Western Asset Global Corporate Defined Opportunity Fund Inc. stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the GDO is concerned, it is a stock which is not optionable.

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.01% Percentage of Shares held by All Insiders

27.56% Percentage of Shares held by All Institutions

27.57% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 27.56% of GDO shares are held by financial institutions. SUSQUEHANNA INTERNATIONAL GROUP, LLP is the top corporate investor, holding 14.9K shares valued at $176.95K. A 0.2% stake in Western Asset Global Corporate Defined Opportunity Fund Inc. is owned by the company. GENEOS WEALTH MANAGEMENT INC. owns 515 shares valued at $6.12K, which translates its holding of 0.01% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.2%	14.9K	176.95K	14.9K	+100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	515	6.12K	0	0
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	926	11K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0.02%	1.71K	20.36K	1.35K	+368.31%
Sep 30, 2025	BESSEMER GROUP INC	0.03%	1.91K	23K	0	0
Sep 30, 2025	COMERICA BANK	0.04%	2.8K	33.22K	0	0
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.18%	13.82K	164.14K	2.01K	+17.02%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.27%	20.27K	240.81K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.32%	24.16K	286.99K	5.56K	+29.90%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.44%	33.46K	397.47K	-5.97K	-15.14%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.45%	33.79K	407.27K	918	+2.79%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.72%	54.08K	642.48K	-17.19K	-24.12%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.2%	14.98K	176.96K	0	0
Sep 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.76%	56.97K	676.83K	-397	-0.69%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.8%	60.44K	717.97K	-415	-0.68%
Sep 30, 2025	UBS GROUP AG	0.82%	61.4K	729.47K	1.04K	+1.73%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.94%	70.68K	839.73K	-4.48K	-5.96%
Sep 30, 2025	FIERA CAPITAL CORP	0.98%	73.42K	872.27K	12.97K	+21.45%
Sep 30, 2025	CERITY PARTNERS LLC	1.2%	90.29K	1.07M	0	0
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	1.26%	95.05K	1.13M	-4.5K	-4.52%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.92%	144.64K	1.72M	32.06K	+28.48%
Sep 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.02%	1.2K	14K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-16.63K	-100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0.01%	500	5.94K	500	+100.00%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	3.76K	44.69K	-136	-3.49%
Sep 30, 2025	ROYAL BANK OF CANADA	0.45%	33.58K	399K	3.16K	+10.39%
Sep 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	1.68%	126.48K	1.5M	-1.97K	-1.53%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	1.81%	136.42K	1.62M	17.22K	+14.44%
Sep 30, 2025	MORGAN STANLEY	1.92%	144.46K	1.72M	1.45K	+1.01%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.04%	3.14K	37.27K	3.14K	+100.00%
Sep 30, 2025	HUNTLEIGH ADVISORS, INC.	0.18%	13.39K	159.09K	-2.5K	-15.73%
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-10.64K	-100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-23.91K	-100.00%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.16%	11.81K	139.33K	196	+1.69%
Jun 30, 2025	COMERICA BANK	0.04%	2.8K	32.99K	0	0
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.2%	14.98K	176.81K	0	0
Jun 30, 2025		0.21%	15.89K	187.51K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	3.9K	45.99K	365	+10.33%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.14%	10.64K	125.58K	-1.74K	-14.06%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.22%	16.63K	196K	-990	-5.62%
Jun 30, 2025	ROYAL BANK OF CANADA	0.4%	30.42K	359K	2.05K	+7.24%
Jun 30, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.76%	57.37K	676.96K	505	+0.89%
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	366	4.32K	0	0
Jun 30, 2025	FNY INVESTMENT ADVISERS, LLC	0.02%	1.2K	14K	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.25%	18.6K	219.45K	-6.51K	-25.91%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.27%	20.27K	239.19K	0	0
Jun 30, 2025	INVESCO LTD.	0%	0	-	-10.38K	-100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.32%	23.91K	282.11K	-36K	-60.09%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.44%	32.87K	393.47K	-14.62K	-30.79%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	926	10.93K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1%	75.17K	886.95K	884	+1.19%
Jun 30, 2025	BESSEMER GROUP INC	0.03%	1.91K	22K	0	0
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	515	6.08K	0	0
Jun 30, 2025	CERITY PARTNERS LLC	1.2%	90.29K	1.07M	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	1.5%	112.58K	1.33M	33.15K	+41.74%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.52%	39.43K	465.23K	-569	-1.42%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	1.32%	99.55K	1.17M	21.55K	+27.63%
Jun 30, 2025	MORGAN STANLEY	1.9%	143.01K	1.69B	-45.14K	-23.99%
Jun 30, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0%	0	-	-840	-100.00%
Jun 30, 2025	HUNTLEIGH ADVISORS, INC.	0.21%	15.89K	187.51K	0	0
Jun 30, 2025	UBS GROUP AG	0.8%	60.36K	712.24K	5.65K	+10.33%
Jun 30, 2025	FIERA CAPITAL CORP	0.8%	60.45K	713.36K	0	0
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.81%	60.85K	718.03K	-3.5K	-5.44%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.95%	71.27K	840.98K	-56.06K	-44.03%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	1.59%	119.21K	1.4M	10.15K	+9.31%
Jun 30, 2025	SMITH ASSET MANAGEMENT CO., LLC	1.71%	128.44K	1.52M	-353	-0.27%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.15%	11.61K	134.45K	328	+2.91%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.63%	47.5K	555.8K	-3K	-5.94%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	515	5.96K	-615	-54.42%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.33%	25.1K	290.69K	5.7K	+29.37%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.27%	20.27K	234.73K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	1.06%	79.43K	919.75K	36.91K	+86.83%
Mar 31, 2025	INVESCO LTD.	0.14%	10.38K	120.14K	-454	-4.19%
Mar 31, 2025	BESSEMER GROUP INC	0.03%	1.91K	22K	-381	-16.67%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	926	10.72K	-841	-47.59%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	1.45%	109.06K	1.26M	11.79K	+12.12%
Mar 31, 2025	CERITY PARTNERS LLC	1.2%	90.29K	1.05M	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.99%	74.28K	860.18K	-8.06K	-9.78%
Mar 31, 2025	SOWELL FINANCIAL SERVICES LLC	0.86%	64.35K	745.17K	0	0
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.23%	17.62K	204K	-7.33K	-29.39%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.2%	14.98K	173.52K	0	0
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.16%	12.38K	143.4K	12.38K	+100.00%
Mar 31, 2025	MORGAN STANLEY	2.5%	188.16K	2.18M	-34.55K	-15.51%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.69%	127.33K	1.47M	-94.09K	-42.49%
Mar 31, 2025	ATTICUS WEALTH MANAGEMENT, LLC	0.01%	840	9.73K	0	0
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	1.04%	78K	903.24K	49.6K	+174.65%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.8%	59.9K	693.69K	2.88K	+5.05%
Mar 31, 2025	DYNAMIC ADVISOR SOLUTIONS LLC	0.76%	56.86K	658.48K	56.86K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.73%	54.71K	633.52K	1.14K	+2.12%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.53%	40K	463.14K	-1.01K	-2.46%
Mar 31, 2025	FNY INVESTMENT ADVISERS, LLC	0.02%	1.2K	13K	1.2K	+100.00%
Mar 31, 2025	ROYAL BANK OF CANADA	0.38%	28.37K	329K	9.96K	+54.08%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.05%	3.53K	40.91K	75	+2.17%
Mar 31, 2025	COMERICA BANK	0.04%	2.8K	32.38K	0	0
Mar 31, 2025	FARTHER FINANCE ADVISORS, LLC	0%	366	4.23K	366	+100.00%
Mar 31, 2025		0%	0	-	-318	-100.00%
Mar 31, 2025	FIERA CAPITAL CORP	0.8%	60.45K	700.06K	0	0
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.28%	41.96K	524K	41.96K	+100.00%
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	16.71K	207.81K	0	0
Mar 31, 2024	NBC SECURITIES, INC.	0.09%	14K	174K	-3.09K	-18.09%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	1.46K	18.27K	0	0
Mar 31, 2024	CERITY PARTNERS LLC	0.6%	90.29K	1.13M	0	0
Mar 31, 2024	FCA CORP /TX	1.99%	297.95K	3.72M	35.35K	+13.46%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	2.06%	308.29K	3.85M	31.5K	+11.38%
Mar 31, 2024	MORGAN STANLEY	3.32%	496.81K	6.2M	-54.5K	-9.88%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.55%	530.04K	6.61M	0	0
Mar 31, 2024	COMERICA BANK	0.02%	2.8K	34.89K	0	0
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.08%	11.99K	149.58K	2.18K	+22.24%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.08%	12.08K	150.71K	12.08K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.09%	13.03K	162.63K	170	+1.32%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	7.68%	1.15M	14.33M	383	+0.03%
Mar 31, 2024	CWM, LLC	0%	0	-	-40	-100.00%
Mar 31, 2024	JANE STREET GROUP, LLC	0.63%	93.46K	1.17M	93.46K	+100.00%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	1.02%	151.8K	1.89M	-10.88K	-6.69%
Mar 31, 2024	COHEN & STEERS, INC.	1.13%	169.58K	2.12M	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	1.67%	249.53K	3.11M	12.45K	+5.25%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.97%	294.16K	3.67M	-9.9K	-3.25%
Mar 31, 2024	SOWELL FINANCIAL SERVICES LLC	0.43%	64.35K	810K	-1.6K	-2.43%
Mar 31, 2024	UBS GROUP AG	0.42%	63.47K	792.14K	-3.46K	-5.17%
Mar 31, 2024	FIERA CAPITAL CORP	0.39%	58.13K	725.49K	519	+0.90%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.36%	53.2K	663.94K	-5.43K	-9.25%
Mar 31, 2024	SHUFRO ROSE & CO LLC	0.31%	46K	574.08K	-8K	-14.81%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.51%	76.1K	949.78K	-10.33K	-11.95%
Mar 31, 2024	CONSOLIDATED PORTFOLIO REVIEW CORP	0.25%	37.19K	464.11K	508	+1.39%
Mar 31, 2024	PFG INVESTMENTS, LLC	0.25%	37.19K	464.11K	37.19K	+100.00%
Mar 31, 2024	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.19%	28.37K	354K	9.94K	+53.97%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.17%	24.67K	307.88K	2.8K	+12.80%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0.15%	21.86K	272.8K	-2.8K	-11.35%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.13%	20.14K	251.37K	2.35K	+13.20%
Mar 31, 2024	ROYAL BANK OF CANADA	0.09%	14K	175K	-500	-3.45%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.09%	13.08K	163.29K	13.08K	+100.00%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	11.8K	147.26K	3.8K	+47.50%
Mar 31, 2024	INVESTMENT HOUSE LLC	0.07%	10.75K	134.16K	-500	-4.44%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	3.14K	39.24K	50	+1.62%
Mar 31, 2024	GILLILAND JETER WEALTH MANAGEMENT LLC	0.02%	2.65K	33.12K	2.65K	+100.00%
Mar 31, 2024	BESSEMER GROUP INC	0.02%	2.29K	29K	0	0
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.85K	23.11K	0	0
Mar 31, 2024	FNY INVESTMENT ADVISERS, LLC	0.01%	1.2K	14K	1.2K	+100.00%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.01%	1.06K	13.23K	0	0
Mar 31, 2024	ATTICUS WEALTH MANAGEMENT, LLC	0.01%	840	10.48K	0	0
Mar 31, 2024	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.01%	740	9.24K	0	0
Mar 31, 2024	INVESTORS RESEARCH CORP	0%	554	6.91K	0	0
Mar 31, 2024	GENEOS WEALTH MANAGEMENT INC.	0%	515	6.43K	0	0
Mar 31, 2024	FARTHER FINANCE ADVISORS, LLC	0%	500	6.22M	0	0
Mar 31, 2024	JPMORGAN CHASE & CO	0%	0	-	-2.97K	-100.00%
Mar 31, 2024	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	0%	0	-	-736.26K	-100.00%
Mar 31, 2024	DYNAMIC ADVISOR SOLUTIONS LLC	0.31%	45.61K	569.25K	1.63K	+3.71%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	3.09K	39.5K	25	+0.81%
Dec 31, 2023	CORE WEALTH PARTNERS LLC	0%	0	-	-23K	-100.00%
Dec 31, 2023	ATLAS WEALTH LLC	0%	0	-	-122.43K	-100.00%
Dec 31, 2023	CARY STREET PARTNERS INVESTMENT ADVISORY LLC	0%	0	-	-4.53K	-100.00%
Dec 31, 2023	FNY INVESTMENT ADVISERS, LLC	0%	0	-	-1.2K	-100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0%	0	-	-14.5K	-100.00%
Dec 31, 2023	CWM, LLC	0%	40	1K	40	+100.00%
Dec 31, 2023		0%	500	6.39K	0	0
Dec 31, 2023	GENEOS WEALTH MANAGEMENT INC.	0%	515	6.58K	0	0
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.11%	16.71K	213.32K	-1.87K	-10.07%
Dec 31, 2023	INVESTORS RESEARCH CORP	0%	554	7.08K	0	0
Dec 31, 2023	HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC	0.01%	740	9K	0	0
Dec 31, 2023	ATTICUS WEALTH MANAGEMENT, LLC	0.01%	840	10.73K	0	0
Dec 31, 2023	NBC SECURITIES, INC.	0.11%	17.1K	218K	-500	-2.84%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	17.79K	227.22K	17.79K	+100.00%
Dec 31, 2023	MOLONEY SECURITIES ASSET MANAGEMENT, LLC	0.12%	18.42K	235.24K	18.42K	+100.00%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.01%	1.06K	13.54K	0	0
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.01%	1.46K	18.17K	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	1.85K	23.65K	0	0
Dec 31, 2023	BESSEMER GROUP INC	0.02%	2.29K	29K	0	0
Dec 31, 2023	COMERICA BANK	0.02%	2.8K	35.71K	0	0
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.15%	21.87K	271.63K	5.27K	+31.75%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0.17%	24.66K	314.87K	2.5K	+11.28%
Dec 31, 2023	MCGOWAN GROUP ASSET MANAGEMENT, INC.	0.18%	26.73K	341.37K	63	+0.24%
Dec 31, 2023	CONSOLIDATED PORTFOLIO REVIEW CORP	0.25%	36.68K	468.41K	770	+2.14%
Dec 31, 2023	DYNAMIC ADVISOR SOLUTIONS LLC	0.29%	43.98K	562.97K	2.02K	+4.81%
Dec 31, 2023	SHUFRO ROSE & CO LLC	0.36%	54K	639.9K	0	0
Dec 31, 2023	FIERA CAPITAL CORP	0.39%	57.61K	735.72K	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.39%	58.63K	748.64K	-13.74K	-18.99%
Dec 31, 2023	SOWELL FINANCIAL SERVICES LLC	0.44%	65.95K	842K	1.2K	+1.85%
Dec 31, 2023	JPMORGAN CHASE & CO	0.02%	2.97K	37.91K	2.97K	+100.00%
Dec 31, 2023	UBS GROUP AG	0.45%	66.93K	854.72K	-16.01K	-19.30%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.58%	86.43K	1.1M	-3.3K	-3.68%
Dec 31, 2023	CERITY PARTNERS LLC	0.6%	90.29K	1.15M	0	0
Dec 31, 2023	AMERIPRISE FINANCIAL INC	1.09%	162.67K	2.08M	10.49K	+6.89%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	7.69%	1.15M	14.66M	163.4K	+16.60%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	8K	102.16K	0	0
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.07%	9.81K	125.21K	1.38K	+16.34%
Dec 31, 2023	INVESTMENT HOUSE LLC	0.08%	11.25K	143.66K	-757	-6.30%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.09%	12.86K	164.24K	674	+5.53%
Dec 31, 2023	ROYAL BANK OF CANADA	0.1%	14.5K	185K	-3.24K	-18.25%
Dec 31, 2023	COHEN & STEERS, INC.	1.14%	169.58K	2.17M	0	0
Dec 31, 2023	WELLS FARGO & COMPANY/MN	1.59%	237.08K	3.03M	2.29K	+0.97%
Dec 31, 2023	FCA CORP /TX	1.76%	262.6K	3.35M	-10.42K	-3.81%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.85%	276.79K	3.53M	12.6K	+4.77%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	2.04%	304.06K	3.88M	-40.24K	-11.69%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	3.55%	530.04K	6.77M	115.07K	+27.73%
Dec 31, 2023	MORGAN STANLEY	3.69%	551.3K	7.04M	-147.33K	-21.09%
Dec 31, 2023	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	4.93%	736.26K	9.4M	736.26K	+100.00%

Insiders

Among the GDO insiders holding of 0.01% of the stake in company, WALSH STEPHEN A, , holds the largest shares of 1.92K. CRONIN DANIEL P, director, is the second largest GDO insider with ownership of 1.16K shares. GRILLO ANTHONY, director, stands third with possession of 1K shares of that stake.

Insiders	Designation	Shares Held
WALSH STEPHEN A		1.92K
CRONIN DANIEL P	director	1.16K
GRILLO ANTHONY	director	1K
COLMAN CAROL L	director	800
FULLER KENNETH	CEO, Pres. & Chairman	800
KAMERICK EILEEN A	director	400

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
May 27, 2025	GRILLO ANTHONY	PURCHASE	11.36	1K	11.36K	1K
Dec 28, 2020	KAMERICK EILEEN A	PURCHASE	17.91	400	7.16K	400
Jun 06, 2016	COLMAN CAROL L	PURCHASE	17.26	800	13.81K	800
Dec 31, 2013	FULLER KENNETH	PURCHASE	18.31	800	14.65K	800
Apr 04, 2013	WALSH STEPHEN A	PURCHASE	19.80	524	10.38K	1.92K
Jan 29, 2013	CRONIN DANIEL P	SALE	20.59	2.5K	51.46K	1.16K
Oct 04, 2010	CRONIN DANIEL P	PURCHASE	19.04	2.5K	47.6K	3.56K
Aug 26, 2010	WALSH STEPHEN A	PURCHASE	18.78	400	7.51K	1.4K
Aug 25, 2010	WALSH STEPHEN A	PURCHASE	18.85	1K	18.85K	1K
Jan 21, 2010	CRONIN DANIEL P	PURCHASE	19.52	1K	19.52K	1K

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