How many institutions own HQL 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 HQL shares is 86, representing 32.27% of the company's common stock.

Who are the major shareholders selling Tekla Life Sciences Investors stock?

JANE STREET GROUP, LLC, in the last quarter, reduced its stake in HQL by -10.21% restricting it's holding to 14.94 thousand shares of worth nearly $243.03K. COMMONWEALTH EQUITY SERVICES, LLC also lessened -17.06% of the HQL shares from its portfolio, reducing its holding to 21.25 thousand shares of worth $345.79K. KINGSVIEW WEALTH MANAGEMENT, LLC also shunned HQL shares holding by -0.44% last quarter which brought its holding to 35.72 thousand shares worth $581.10K.

Investors who are buying HQL stock?

As per its latest 13F filing, STRATOS WEALTH PARTNERS, LTD. increased its stake in HQL by 6.48% in the last quarter. The institutional holder raised its holding to 16.1 thousand shares having worth more than $262.01K. MERCER GLOBAL ADVISORS INC /ADV also added 53.02% more shares of HQL to its portfolio, raising its holding to 16.11 thousand shares of worth $262.07K. OPPENHEIMER & CO INC also increased its HQL shares holding by 59.18% which brought its holding to 17.49 thousand shares worth $284.63K.

HQL's major insiders: who are they?

The insider with the most stakes in HQL is Saba Capital Management, L.P. , 10 percent owner at the company. Additionally, HQL stock is highly held by President OMSTEAD DANIEL R and director Pittard Christian among others.

Did an insider recently sell HQL stock?

Company executives, directors, and other insiders own 0.01% percent of Tekla Life Sciences Investors's stock. Within the last six months, there have been 0 transaction(s) in which HQL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include SABA CAPITAL MANAGEMENT, L.P. and STEBBINS LUCINDA H.

Which insider recently purchased HQL stock?

There have been 1 transaction(s) during the past 6-months in which Tekla Life Sciences Investors insiders have bought stock, totalling 7923 shares

How much of HQL does insiders own?

Around 7.92K Tekla Life Sciences Investors shares are held by insiders, which represents about 0.01% of HQL stock.

Who is the insider with the largest stake?

HQL 10 percent owner, Saba Capital Management, L.P. holds the largest portfolio of the company's shares. HQL shares owned by Saba total nearly 2.84 million.

Which institution holds the most shares in HQL?

JANE STREET GROUP, LLC is the largest institutional owner in HQL which holds 14.94 thousand shares worth $243.03K or 0.05% of the total HQL shares outstanding followed by STRATOS WEALTH PARTNERS, LTD. with ownership of 16.1 thousand shares representing 0.06% of the HQL ownership. MERCER GLOBAL ADVISORS INC /ADV is the third largest stakeholder with 16.11 thousand shares or 0.06% of the ownership worth more than $262.07K.

Is Tekla Life Sciences Investors 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 HQL is concerned, it is a stock which is not optionable.

Is there a short position on HQL's shares?

Number of HQL 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 HQL shares are there?

As of today, null shares of HQL are outstanding.

Is there many float in HQL 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, HQL has null shares in float.

HQL 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 HQL is null.

Tekla Life Sciences Investors (HQL) insider trading activity: Get Latest News Today

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

32.27% Percentage of Shares held by All Institutions

32.27% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 32.27% of HQL shares are held by financial institutions. JANE STREET GROUP, LLC is the top corporate investor, holding 14.94K shares valued at $243.03K. A 0.05% stake in Tekla Life Sciences Investors is owned by the company. STRATOS WEALTH PARTNERS, LTD. owns 16.1K shares valued at $262.01K, which translates its holding of 0.06% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	JANE STREET GROUP, LLC	0.05%	14.94K	243.03K	-1.7K	-10.21%
Mar 31, 2026	STRATOS WEALTH PARTNERS, LTD.	0.06%	16.1K	262.01K	980	+6.48%
Mar 31, 2026	MERCER GLOBAL ADVISORS INC /ADV	0.06%	16.11K	262.07K	5.58K	+53.02%
Mar 31, 2026	OPPENHEIMER & CO INC	0.06%	17.49K	284.63K	6.5K	+59.18%
Mar 31, 2026	ATLANTIC UNION BANKSHARES CORP	0.06%	17.81K	289.74K	0	0
Mar 31, 2026	UBS GROUP AG	0.07%	19.76K	321.46K	1.15K	+6.15%
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.07%	21.25K	345.79K	-4.37K	-17.06%
Mar 31, 2026	KPP ADVISORY SERVICES LLC	0.09%	24.59K	400.1K	1.35K	+5.83%
Mar 31, 2026	STEPHENS INC /AR/	0.11%	30.42K	494.89K	6.55K	+27.43%
Mar 31, 2026	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	35.72K	581.1K	-158	-0.44%
Mar 31, 2026	ABSOLUTE INVESTMENT ADVISERS, LLC	0.12%	35.76K	581.73K	35.76K	+100.00%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.13%	36.69K	596.97K	-1.29K	-3.39%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.13%	37.34K	607.44K	-59.79K	-61.56%
Mar 31, 2026	STIFEL FINANCIAL CORP	0.14%	40.31K	655.78K	-1.36K	-3.26%
Mar 31, 2026	INVESCO LTD.	0.14%	40.44K	657.98K	24.07K	+147.09%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	0.18%	53.05K	863.04K	11.98K	+29.17%
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.19%	54.31K	883.67K	7.13K	+15.10%
Mar 31, 2026	FIRST TRUST ADVISORS LP	0.2%	57.34K	932.87K	8.57K	+17.57%
Mar 31, 2026		0.06%	17.7K	288.04K	50	+0.28%
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	0.26%	74.22K	1.21M	-41.2K	-35.70%
Mar 31, 2026	PRIVATE ADVISOR GROUP, LLC	0.27%	76.98K	1.25M	12.75K	+19.86%
Mar 31, 2026	UHLMANN PRICE SECURITIES, LLC	0.27%	77.86K	1.27M	1.72K	+2.26%
Mar 31, 2026	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.3%	87.9K	1.43M	10.83K	+14.05%
Mar 31, 2026	PENSIONMARK FINANCIAL GROUP, LLC	0.32%	91.02K	1.48M	-8.5K	-8.55%
Mar 31, 2026	JANNEY MONTGOMERY SCOTT LLC	0.32%	91.52K	1.49M	3.67K	+4.17%
Mar 31, 2026	1607 CAPITAL PARTNERS, LLC	0.36%	104.06K	1.69M	-11.01K	-9.57%
Mar 31, 2026	ROYAL BANK OF CANADA	0.42%	121.24K	1.97M	17.15K	+16.48%
Mar 31, 2026	180 WEALTH ADVISORS, LLC	0.52%	149.56K	2.43M	-4.77K	-3.09%
Mar 31, 2026	FORMIDABLE ASSET MANAGEMENT, LLC	0.55%	158.39K	2.66M	33.94K	+27.27%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	0.56%	160.42K	2.61M	-7.92K	-4.70%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.66%	191.76K	3.11M	1.11K	+0.58%
Mar 31, 2026	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.69%	198.73K	3.23M	0	0
Mar 31, 2026	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.26%	362.54K	5.9M	132.1K	+57.33%
Mar 31, 2026	FLAGSHIP HARBOR ADVISORS, LLC	1.33%	382.72K	6.23M	19.34K	+5.32%
Mar 31, 2026	NEEDHAM INVESTMENT MANAGEMENT LLC	1.49%	429.57K	6.99M	26.21K	+6.50%
Mar 31, 2026	LPL FINANCIAL LLC	1.66%	478.8K	7.79M	29.96K	+6.67%
Mar 31, 2026	MERIT FINANCIAL GROUP, LLC	0.04%	12.65K	205.86K	1.4K	+12.47%
Mar 31, 2026	INDEPENDENT FINANCIAL GROUP, LLC	0.05%	12.98K	211.2K	803	+6.59%
Mar 31, 2026	SABA CAPITAL MANAGEMENT, L.P.	3.28%	947.35K	15.41M	-1.17M	-55.25%
Mar 31, 2026	MORGAN STANLEY	5.44%	1.57M	25.56M	406.19K	+34.87%
Mar 31, 2026	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	1.99K	32.36K	269	+15.64%
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.01%	2.06K	33.47K	1.31K	+175.00%
Mar 31, 2026	BANKPLUS TRUST DEPARTMENT	0.01%	2.13K	34.72K	0	0
Mar 31, 2026	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	2.81K	45.74K	0	0
Mar 31, 2026	CWM, LLC	0.03%	10.06K	163.6K	9.83K	+4,429.28%
Mar 31, 2026	BALDWIN INVESTMENT MANAGEMENT, LLC	0.04%	10.09K	164.24K	10.09K	+100.00%
Mar 31, 2026	WEDBUSH SECURITIES INC	0.04%	10.6K	172K	0	0
Mar 31, 2026	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	10.69K	179.96K	10.69K	+100.00%
Mar 31, 2026	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.04%	10.7K	174.09K	0	0
Mar 31, 2026	THOMAS J. HERZFELD ADVISORS, INC.	0.04%	11.08K	180.21K	11.08K	+100.00%
Mar 31, 2026	KAPSTONE FINANCIAL ADVISORS LLC	0.04%	11.22K	182.5K	-3.19K	-22.14%
Mar 31, 2026	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	11.52K	187.35K	702	+6.49%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.29%	661.31K	10.76M	64.26K	+10.76%
Mar 31, 2026	PENSERRA CAPITAL MANAGEMENT LLC	2.79%	806.89K	13.13M	-68.24K	-7.80%
Mar 31, 2026	ALMITAS CAPITAL LLC	0.05%	14.88K	242.02K	-4.36K	-22.68%
Mar 31, 2026	NEWEDGE ADVISORS, LLC	0.08%	23.79K	23.79K	3.56K	+17.61%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0.4%	115.59K	1.88M	9.15K	+8.59%
Mar 31, 2026	LIVE OAK PRIVATE WEALTH LLC	0.05%	13.22K	215.14K	0	0
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.05%	13.88K	226K	1.17K	+9.16%
Mar 31, 2026	QUARRY LP	0.05%	14.13K	229.93K	14.13K	+100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0.05%	14.21K	231.13K	14.21K	+100.00%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.58%	168.33K	2.82M	9.18K	+5.77%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.8%	230.44K	3.87M	-5.06K	-2.15%
Dec 31, 2025	LPL FINANCIAL LLC	1.55%	448.85K	7.53M	74.79K	+19.99%
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.07%	597.06K	10.02M	174.02K	+41.14%
Dec 31, 2025	PINNACLE WEALTH PLANNING SERVICES, INC.	0.01%	1.72K	28.86K	1.72K	+100.00%
Dec 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	3.03%	875.13K	14.68M	80.99K	+10.20%
Dec 31, 2025	NEEDHAM INVESTMENT MANAGEMENT LLC	1.4%	403.36K	6.77M	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.66%	190.65K	3.2M	-19.03K	-9.08%
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	150	2.52K	-850	-85.00%
Dec 31, 2025	CWM, LLC	0%	222	4K	-23	-9.39%
Dec 31, 2025	ASSETMARK, INC	0%	265	4.45K	0	0
Dec 31, 2025	CORECAP ADVISORS, LLC	0%	534	8.96K	-350	-39.59%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0%	748	12.54K	-399	-34.79%
Dec 31, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	11.25K	188.77K	453	+4.20%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	12.72K	213K	58	+0.46%
Dec 31, 2025		0.04%	11.85K	198.91K	11.85K	+100.00%
Dec 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.06%	17.81K	298.82K	0	0
Dec 31, 2025	NEWEDGE ADVISORS, LLC	0.07%	20.23K	339.4K	-6.66K	-24.76%
Dec 31, 2025	KPP ADVISORY SERVICES LLC	0.08%	23.24K	389.92K	0	0
Dec 31, 2025	STEPHENS INC /AR/	0.08%	23.87K	400.52K	0	0
Dec 31, 2025	FIRST TRUST ADVISORS LP	0.17%	48.77K	818.36K	1.88K	+4.01%
Dec 31, 2025	ROYAL BANK OF CANADA	0.36%	104.09K	1.75M	24.84K	+31.35%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.37%	106.44K	1.79M	-6.57K	-5.81%
Dec 31, 2025	1607 CAPITAL PARTNERS, LLC	0.4%	115.07K	1.93M	-7.1K	-5.81%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.4%	115.42K	1.94M	-82.39K	-41.65%
Dec 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.43%	124.45K	1.93M	48.25K	+63.33%
Dec 31, 2025	180 WEALTH ADVISORS, LLC	0.53%	154.33K	2.59M	5.07K	+3.39%
Dec 31, 2025	MORGAN STANLEY	4.03%	1.16M	19.55M	294.17K	+33.79%
Dec 31, 2025	WPG ADVISERS, LLC	0%	793	13.31K	215	+37.20%
Dec 31, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	1.02K	17.12K	-174	-14.57%
Dec 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	1.06K	17.7K	1.02K	+2,914.29%
Dec 31, 2025	BANKPLUS TRUST DEPARTMENT	0.01%	2.13K	35.81K	0	0
Dec 31, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	2.81K	47.17K	0	0
Dec 31, 2025	COMERICA BANK	0.02%	4.68K	78.5K	44	+0.95%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	7.04K	118.11K	4.59K	+187.78%
Dec 31, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.04%	10.53K	176.65K	10.53K	+100.00%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.04%	10.6K	178K	-350	-3.20%
Dec 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.04%	10.7K	179.55K	0	0
Dec 31, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	10.81K	181.44K	0	0
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	7.33%	2.12M	35.53M	-469.48K	-18.15%
Dec 31, 2025	HARBOUR INVESTMENTS, INC.	0%	8	138	0	0
Dec 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	42	705	-7.3K	-99.43%
Dec 31, 2025	SOUND INCOME STRATEGIES, LLC	0%	65	1.08K	65	+100.00%
Dec 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	35.87K	601.96K	0	0
Dec 31, 2025	STIFEL FINANCIAL CORP	0.14%	41.67K	699.16K	20.44K	+96.27%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.16%	47.19K	791.78K	25.77K	+120.33%
Dec 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.26%	76.14K	1.28M	2.24K	+3.03%
Dec 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.27%	77.07K	1.29M	12.24K	+18.88%
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.3%	87.85K	1.47M	5.51K	+6.69%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.34%	97.12K	1.63M	-118.4K	-54.94%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.34%	99.52K	1.67M	6.65K	+7.17%
Dec 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.05%	13.22K	221.88K	0	0
Dec 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	15.12K	253.78K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.09%	25.63K	430.01K	-7.37K	-22.33%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	37.98K	637.41K	4.97K	+15.04%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	0.14%	41.07K	689.1K	14.58K	+55.06%
Dec 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	64.23K	1.08M	539	+0.85%
Dec 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.24%	69.03K	1.16M	69.03K	+100.00%
Dec 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.69%	198.73K	3.33M	-108.91K	-35.40%
Dec 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.26%	363.38K	6.1M	6.26K	+1.75%
Dec 31, 2025	OPPENHEIMER & CO INC	0.04%	10.99K	184.41K	506	+4.83%
Dec 31, 2025	KAPSTONE FINANCIAL ADVISORS LLC	0.05%	14.41K	241.73K	417	+2.98%
Dec 31, 2025	INVESCO LTD.	0.06%	16.37K	274.64K	16.37K	+100.00%
Dec 31, 2025	JANE STREET GROUP, LLC	0.06%	16.64K	279.15K	2.67K	+19.08%
Dec 31, 2025	UBS GROUP AG	0.06%	18.61K	312.33K	-18.17K	-49.40%
Dec 31, 2025	ALMITAS CAPITAL LLC	0.07%	19.24K	322.83K	19.24K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.29%	82.35K	1.28M	82.35K	+100.00%
Sep 30, 2025	MORGAN STANLEY	3.02%	870.66K	13.5M	104.45K	+13.63%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.07%	307.64K	4.77M	77.79K	+33.85%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	1.04%	300.28K	4.66M	-130.44K	-30.28%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.73%	209.68K	3.25M	41.26K	+24.49%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	33K	512K	-172	-0.52%
Sep 30, 2025	WNY ASSET MANAGEMENT, LLC	0.09%	25.7K	398.67K	749	+3.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.47%	423.03K	6.56M	47.07K	+12.52%
Sep 30, 2025	ROYAL BANK OF CANADA	0.27%	79.25K	1.23M	-372.09K	-82.44%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	12.66K	196K	1.82K	+16.77%
Sep 30, 2025	UBS GROUP AG	0.13%	36.79K	570.55K	-5.3K	-12.59%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.82%	235.5K	3.65M	0	0
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.55%	159.16K	2.47M	-1.02K	-0.63%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.39%	113.01K	1.75M	-32.26K	-22.20%
Sep 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	10.81K	167.71K	316	+3.01%
Sep 30, 2025	KPP ADVISORY SERVICES LLC	0.08%	23.24K	360.41K	-318	-1.35%
Sep 30, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	10.8K	167.45K	582	+5.70%
Sep 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.75%	794.14K	12.32M	24.48K	+3.18%
Sep 30, 2025	LPL FINANCIAL LLC	1.3%	374.06K	5.8M	29.7K	+8.62%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.24%	357.12K	5.54M	15.17K	+4.43%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	7.34K	113.84K	0	0
Sep 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	2.81K	43.6K	0	0
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	2.45K	37.94K	71	+2.99%
Sep 30, 2025	BANKPLUS TRUST DEPARTMENT	0.01%	2.13K	33.1K	0	0
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	2K	31.02K	0	0
Sep 30, 2025	VSM WEALTH ADVISORY, LLC	0.01%	1.57K	24.38K	46	+3.01%
Sep 30, 2025	BRYN MAWR TRUST CO	0%	1.2K	18.61K	0	0
Sep 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0%	1.19K	18.52K	-509	-29.89%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	1.15K	17.79K	954	+494.30%
Sep 30, 2025	PARALLEL ADVISORS, LLC	0%	1K	15.53K	-3.83K	-79.27%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	1K	15.51K	1K	+100.00%
Sep 30, 2025	BESSEMER GROUP INC	0%	937	15K	0	0
Sep 30, 2025	CORECAP ADVISORS, LLC	0%	884	13.71K	0	0
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.69%	197.8K	3.07M	166.74K	+536.80%
Sep 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.26%	76.19K	976.03K	12.21K	+19.09%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.16%	46.89K	727.26K	11.57K	+32.75%
Sep 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.12%	35.87K	556.41K	-869	-2.37%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	33.02K	480.21K	2.56K	+8.39%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.09%	26.88K	416.95K	-7.31K	-21.37%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.07%	21.42K	332.16K	8.21K	+62.14%
Sep 30, 2025	NEEDHAM INVESTMENT MANAGEMENT LLC	1.4%	403.36K	6.26M	11.79K	+3.01%
Sep 30, 2025	180 WEALTH ADVISORS, LLC	0.52%	149.26K	2.31M	6.16K	+4.30%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.06%	18.55K	287.65K	-3.24K	-14.86%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	0.42%	122.17K	1.89M	-39.8K	-24.57%
Sep 30, 2025	STEPHENS INC /AR/	0.08%	23.87K	370.21K	2.64K	+12.43%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.07%	21.23K	329.26K	250	+1.19%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.75%	215.52K	3.34M	72.6K	+50.80%
Sep 30, 2025	THOMAS J. HERZFELD ADVISORS, INC.	0.41%	116.94K	1.81M	116.94K	+100.00%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.32%	92.87K	1.44M	92.87K	+100.00%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.26%	73.9K	1.15M	12.19K	+19.75%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.22%	64.83K	1.01M	1.8K	+2.86%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.22%	63.69K	987.79K	12.36K	+24.07%
Sep 30, 2025	MAREX GROUP PLC	0.2%	56.97K	883.56K	56.97K	+100.00%
Sep 30, 2025		0.08%	22.64K	351.08K	22.64K	+100.00%
Sep 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.05%	13.22K	205.09K	0	0
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	0.04%	11.3K	175.26K	11.3K	+100.00%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.04%	10.95K	170K	-1K	-8.37%
Sep 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.06%	18.34K	284.45K	18.34K	+100.00%
Sep 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.06%	17.81K	276.2K	0	0
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	15.12K	234.57K	465	+3.17%
Sep 30, 2025	KAPSTONE FINANCIAL ADVISORS LLC	0.05%	13.99K	216.97K	-5	-0.04%
Sep 30, 2025	JANE STREET GROUP, LLC	0.05%	13.97K	216.69K	13.97K	+100.00%
Sep 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	8.96%	2.59M	40.12M	-430.89K	-14.28%
Sep 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.04%	10.7K	165.96K	0	0
Sep 30, 2025	OPPENHEIMER & CO INC	0.04%	10.48K	162.61K	-19.15K	-64.62%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	10.3K	159.76K	-1.5K	-12.71%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.09%	26.49K	410.78K	-1.3K	-4.67%
Jun 30, 2025	ATLANTIC UNION BANKSHARES CORP	0.06%	17.81K	228.12K	-2.02K	-10.18%
Jun 30, 2025	NEXUS INVESTMENT MANAGEMENT ULC	0.01%	1.49K	19.07K	0	0
Jun 30, 2025	WFA OF SAN DIEGO, LLC	0%	300	3.84K	300	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	1.57%	451.34K	5.78M	377.86K	+514.27%
Jun 30, 2025	MORGAN STANLEY	2.66%	766.21K	9.82B	247.67K	+47.76%
Jun 30, 2025	KAPSTONE FINANCIAL ADVISORS LLC	0.05%	13.99K	179.26K	400	+2.94%
Jun 30, 2025	UBS GROUP AG	0.15%	42.08K	539.1K	4.68K	+12.50%
Jun 30, 2025	COMERICA BANK	0.02%	4.43K	56.71K	276	+6.65%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.22%	63.03K	807.39K	-541	-0.85%
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.21%	61.71K	790.49K	-9.23K	-13.01%
Jun 30, 2025	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	2.81K	36.01K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	2.38K	30.42M	2.38K	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	2.29K	29.37K	1.53K	+200.13%
Jun 30, 2025		0%	468	6K	299	+176.92%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	2K	25.62K	0	0
Jun 30, 2025	COSTELLO ASSET MANAGEMENT, INC	0.01%	1.7K	21.82K	47	+2.84%
Jun 30, 2025	BRYN MAWR TRUST CO	0%	1.2K	15.37K	0	0
Jun 30, 2025	BESSEMER GROUP INC	0%	937	12K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	884	11.32K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	768	9.84K	0	0
Jun 30, 2025	INVESCO LTD.	0%	0	-	-17.14K	-100.00%
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-5	-100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0%	8	102	4	+100.00%
Jun 30, 2025	GARDE CAPITAL, INC.	0%	100	1.28K	0	0
Jun 30, 2025	KARPUS MANAGEMENT, INC.	1.5%	430.72K	5.52M	-36.97K	-7.91%
Jun 30, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.68%	769.66K	9.86M	22.74K	+3.04%
Jun 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	10.49%	3.02M	38.65M	-170.87K	-5.36%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	0.56%	161.97K	2.07M	-19K	-10.50%
Jun 30, 2025	180 WEALTH ADVISORS, LLC	0.5%	143.1K	1.83M	6.98K	+5.12%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.5%	142.92K	1.83M	17.38K	+13.85%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.12%	35.32K	452.46K	18.67K	+112.18%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	33.17K	425K	4.05K	+13.89%
Jun 30, 2025	OPPENHEIMER & CO INC	0.1%	29.63K	379.6K	920	+3.20%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.1%	28.43K	364.2K	2.55K	+9.86%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.1%	27.78K	355.9K	-569	-2.01%
Jun 30, 2025	WNY ASSET MANAGEMENT, LLC	0.09%	24.96K	319.68K	821	+3.40%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	13.21K	169.19K	0	0
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.18%	51.33K	657.56K	28.26K	+122.46%
Jun 30, 2025	CLOUGH CAPITAL PARTNERS L P	0.09%	24.85K	318K	24.85K	+100.00%
Jun 30, 2025	KPP ADVISORY SERVICES LLC	0.08%	23.56K	301.74K	1.68K	+7.68%
Jun 30, 2025	STEPHENS INC /AR/	0.07%	21.23K	271.97K	1.9K	+9.80%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.07%	20.98K	268.74K	-1.59K	-7.03%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.04%	11.95K	153K	200	+1.70%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	10.84K	139K	320	+3.04%
Jun 30, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.04%	10.7K	137.07K	-500	-4.46%
Jun 30, 2025	WEALTHCARE ADVISORY PARTNERS LLC	0.04%	10.5K	134.47K	196	+1.90%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.31%	375.96K	4.82M	63.43K	+20.30%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.82%	235.5K	3.02M	42.02K	+21.72%
Jun 30, 2025	ATLAS CAPITAL ADVISORS LLC	0%	138	1.77K	0	0
Jun 30, 2025	SALEM INVESTMENT COUNSELORS INC	0%	125	1.6K	0	0
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.02%	4.83K	61.86K	0	0
Jun 30, 2025	LIVE OAK PRIVATE WEALTH LLC	0.05%	13.22K	169.39K	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	14.66K	187.78K	483	+3.41%
Jun 30, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.13%	36.74K	470.67K	1K	+2.80%
Jun 30, 2025	MERIT FINANCIAL GROUP, LLC	0.04%	10.22K	130.86K	10.22K	+100.00%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.03%	7.34K	94.03K	-6.36K	-46.42%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.11%	30.46K	390.29K	6.8K	+28.75%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.5%	145.26K	1.86M	-34.79K	-19.32%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.56%	160.17K	2.05M	1.49K	+0.94%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.59%	168.43K	2.17M	101	+0.06%
Jun 30, 2025	LPL FINANCIAL LLC	1.2%	344.36K	4.41M	15.96K	+4.86%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-37	-100.00%
Jun 30, 2025	AQR ARBITRAGE LLC	0%	0	-	-82.19K	-100.00%
Jun 30, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0%	0	-	-192.38K	-100.00%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-25.34K	-100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.12%	34.19K	437.98K	1.69K	+5.20%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-39	-100.00%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	11.8K	151.17K	743	+6.72%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.08%	21.78K	279.03K	1.37K	+6.69%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.11%	31.06K	397.91K	7.63K	+32.57%
Jun 30, 2025	QUANTEDGE CAPITAL PTE LTD	0%	0	-	-11.52K	-100.00%
Jun 30, 2025	QUARRY LP	0%	0	-	-71.46K	-100.00%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	223	2.86K	7	+3.24%
Jun 30, 2025	ASSETMARK, INC	0%	265	3.4K	265	+100.00%
Jun 30, 2025	NEEDHAM INVESTMENT MANAGEMENT LLC	1.36%	391.58K	5.02M	12.92K	+3.41%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.19%	341.96K	4.38M	1.08K	+0.32%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.8%	229.84K	2.94M	67.16K	+41.28%
Jun 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.22%	63.98K	811.89K	0	0
Jun 30, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0%	0	-	-11.72K	-100.00%
Mar 31, 2025	LPL FINANCIAL LLC	1.17%	328.4K	4.17M	41.31K	+14.39%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	13.7K	173.85K	0	0
Mar 31, 2025	KPP ADVISORY SERVICES LLC	0.08%	21.87K	277.58K	362	+1.68%
Mar 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.23%	63.98K	811.89K	63.98K	+100.00%
Mar 31, 2025	AQR ARBITRAGE LLC	0.29%	82.19K	1.04M	-106.23K	-56.38%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.45%	125.54K	1.59M	4.08K	+3.35%
Mar 31, 2025	180 WEALTH ADVISORS, LLC	0.49%	136.12K	1.73M	1.25K	+0.92%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.57%	158.69K	2.01M	2.86K	+1.84%
Mar 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.25%	70.94K	900.27K	3.7K	+5.50%
Mar 31, 2025	LIVE OAK PRIVATE WEALTH LLC	0.05%	13.22K	167.8K	0	0
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.69%	193.48K	2.46M	27.43K	+16.52%
Mar 31, 2025	ROYAL BANK OF CANADA	0.26%	73.48K	934K	25.54K	+53.29%
Mar 31, 2025	QUARRY LP	0.25%	71.46K	906.82K	-73.66K	-50.76%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.12%	32.5K	412.43K	9.79K	+43.08%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.09%	25.88K	328.41K	-12.71K	-32.94%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	25.34K	321.52K	13.61K	+116.01%
Mar 31, 2025	WNY ASSET MANAGEMENT, LLC	0.09%	24.13K	306.26K	2.99K	+14.13%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.08%	23.66K	300.28K	8.96K	+60.95%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.08%	23.08K	292.82K	1.1K	+4.99%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.08%	22.57K	286.36K	-5.78K	-20.38%
Mar 31, 2025	KAPSTONE FINANCIAL ADVISORS LLC	0.05%	13.59K	172.51K	471	+3.59%
Mar 31, 2025	KINGSWOOD WEALTH ADVISORS, LLC	0.04%	11.72K	148.74K	-490	-4.01%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	0.64%	180.97K	2.3M	-66.18K	-26.78%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.64%	180.05K	2.28M	-5.41K	-2.92%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.6%	168.33K	2.14M	14.93K	+9.73%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.58%	162.68K	2.06M	122.87K	+308.61%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	29.12K	370K	-997	-3.31%
Mar 31, 2025	OPPENHEIMER & CO INC	0.1%	28.71K	364.37K	9.12K	+46.51%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.1%	28.35K	359.79K	12.3K	+76.62%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.08%	23.43K	297.33K	23.43K	+100.00%
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	11.36%	3.19M	40.46M	-241.62K	-7.04%
Mar 31, 2025	PENSERRA CAPITAL MANAGEMENT LLC	2.66%	746.92K	9.48M	-80.65K	-9.75%
Mar 31, 2025	MORGAN STANLEY	1.85%	518.54K	6.58M	152.85K	+41.80%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	1.67%	467.69K	5.93M	-21.88K	-4.47%
Mar 31, 2025	NEEDHAM INVESTMENT MANAGEMENT LLC	1.35%	378.65K	4.81M	25.94K	+7.35%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	1.21%	340.88K	4.33M	90.44K	+36.11%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.11%	312.53K	3.97M	74.06K	+31.06%
Mar 31, 2025	ABSOLUTE INVESTMENT ADVISERS, LLC	0.69%	192.38K	2.44M	-207.15K	-51.85%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.23%	63.57K	806.69K	1.36K	+2.18%
Mar 31, 2025	UBS GROUP AG	0.13%	37.41K	474.72K	-30.76K	-45.12%
Mar 31, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.07%	20.42K	259.08K	20.42K	+100.00%
Mar 31, 2025	ATLANTIC UNION BANKSHARES CORP	0.07%	19.83K	251.59K	-4.32K	-17.90%
Mar 31, 2025	STEPHENS INC /AR/	0.07%	19.34K	245.37K	6.95K	+56.07%
Mar 31, 2025	INVESCO LTD.	0.06%	17.14K	217.47K	-6.11K	-26.29%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.06%	16.65K	211.25K	3.29K	+24.62%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	13.21K	167.61K	8.35K	+171.77%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.04%	11.75K	149K	11.75K	+100.00%
Mar 31, 2025	QUANTEDGE CAPITAL PTE LTD	0.04%	11.52K	146.19K	11.52K	+100.00%
Mar 31, 2025	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.04%	11.2K	142.13K	-500	-4.27%
Mar 31, 2025	KINGSVIEW WEALTH MANAGEMENT, LLC	0.13%	35.74K	453.58K	1.06K	+3.06%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0.05%	14.18K	179.89K	971	+7.35%
Mar 31, 2024	BOOTHBAY FUND MANAGEMENT, LLC	0.57%	152.34K	2.08M	0	0
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.56%	149.18K	2.03M	26.11K	+21.21%
Mar 31, 2024	CLOUGH CAPITAL PARTNERS L P	0.45%	119.64K	1.63M	-255.77K	-68.13%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.38%	101.65K	1.39M	-25.32K	-19.94%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.32%	86.11K	1.17M	4.1K	+5.00%
Mar 31, 2024	QUANTEDGE CAPITAL PTE LTD	0.32%	85.12K	1.16M	-38K	-30.86%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.28%	75.64K	1.03M	2.61K	+3.58%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.05%	13.32K	181.48K	13.32K	+100.00%
Mar 31, 2024	EUDAIMONIA PARTNERS, LLC	0.04%	10.43K	142.22K	10.43K	+100.00%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.04%	10.45K	142.41K	10.45K	+100.00%
Mar 31, 2024	INVESCO LTD.	0.08%	21.04K	286.83K	21.04K	+100.00%
Mar 31, 2024	AQR ARBITRAGE LLC	1.45%	387.31K	5.28M	3.08K	+0.80%
Mar 31, 2024	MORGAN STANLEY	1.81%	484.18K	6.6M	53.91K	+12.53%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	9.19%	2.46M	33.56M	1.04M	+73.23%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.09%	24.24K	330.41K	-4.13K	-14.54%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.09%	24.96K	340.26K	2.46K	+10.95%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.1%	25.62K	349.24K	-3.56K	-12.21%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.11%	29.76K	405.56K	3.43K	+13.04%
Mar 31, 2024	ATLANTIC UNION BANKSHARES CORP	0.12%	31.3K	426.66K	-3.69K	-10.54%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.12%	31.76K	432.84K	-2.41K	-7.06%
Mar 31, 2024	ROYAL BANK OF CANADA	0.16%	43.3K	590K	-1.23K	-2.76%
Mar 31, 2024	180 WEALTH ADVISORS, LLC	0.49%	132.55K	1.81M	9.55K	+7.77%
Mar 31, 2024	CETERA ADVISORS LLC	0.53%	141.53K	1.93M	141.53K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.55%	146.25K	1.99M	10.98K	+8.12%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.56%	150.22K	2.05M	23.25K	+18.31%
Mar 31, 2024	LPL FINANCIAL LLC	0.56%	150.99K	2.06M	-1.73K	-1.13%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.01%	2K	27.26K	2K	+100.00%
Mar 31, 2024	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	2.47K	33.28K	2.47K	+100.00%
Mar 31, 2024	CREATIVE FINANCIAL DESIGNS INC /ADV	0.01%	2.81K	38.31K	0	0
Mar 31, 2024	CAROLINAS WEALTH CONSULTING LLC	0.01%	3.47K	47.26K	0	0
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	1.06%	283.83K	3.87M	19.83K	+7.51%
Mar 31, 2024	NEEDHAM INVESTMENT MANAGEMENT LLC	1.23%	330.23K	4.5M	16.44K	+5.24%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	1.8%	481.38K	6.56M	1.2K	+0.25%
Mar 31, 2024	LIVE OAK PRIVATE WEALTH LLC	0.05%	14.38K	195.98K	57	+0.40%
Mar 31, 2024	LOGAN STONE CAPITAL, LLC	0.06%	14.78K	201.42K	-136.24K	-90.21%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.06%	14.93K	203.48K	-192.46K	-92.80%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.06%	15.41K	210K	-4.7K	-23.37%
Mar 31, 2024	CERITY PARTNERS LLC	0.06%	15.61K	212.74K	0	0
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.07%	18.2K	248.03K	-15.95K	-46.71%
Mar 31, 2024	OPPENHEIMER & CO INC	0.07%	18.41K	250.98K	814	+4.63%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	20.44K	278.65K	991	+5.09%
Mar 31, 2024	TWO SIGMA INVESTMENTS, LP	0.09%	23.54K	320.85K	23.54K	+100.00%
Mar 31, 2024	KPP ADVISORY SERVICES LLC	0.09%	23.93K	326.2K	23.93K	+100.00%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.12%	31.49K	429.26K	21.37K	+211.05%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	0.12%	31.91K	434.99K	-462.43K	-93.54%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0.02%	5.38K	73.28K	151	+2.89%
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.04%	10.26K	139.83K	171	+1.70%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.04%	10.93K	149K	501	+4.81%
Mar 31, 2024	TWELVE POINTS WEALTH MANAGEMENT LLC	0.04%	11.43K	155.72K	0	0
Mar 31, 2024	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.04%	12K	163.56K	0	0
Mar 31, 2024	UBS GROUP AG	0.16%	42.31K	576.65K	5.36K	+14.52%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0.05%	12.36K	168.52K	614	+5.23%
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0.14%	38.29K	521.93K	847	+2.26%
Mar 31, 2024	KINGSVIEW WEALTH MANAGEMENT, LLC	0.13%	35.97K	490.33K	-963	-2.61%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	1.29%	345.52K	4.71M	345.52K	+100.00%
Mar 31, 2024	RPO LLC	1.26%	338.54K	4.61M	0	0
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0.88%	236.51K	3.22M	-18.94K	-7.41%
Mar 31, 2024	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.61%	431.32K	5.88M	-22.83K	-5.03%
Mar 31, 2024	MATISSE CAPITAL	0.13%	34.33K	467.96K	24.33K	+243.33%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	32.92K	449K	32.92K	+100.00%
Mar 31, 2024	QUARRY LP	0.84%	224.79K	3.06M	154.08K	+217.90%
Mar 31, 2024	LAZARD ASSET MANAGEMENT LLC	0.69%	183.99K	2.51M	0	0
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.59%	158.09K	2.15M	27.01K	+20.61%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.11%	26.32K	354.29K	-1.45K	-5.22%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0.15%	34.15K	459.63K	4.92K	+16.84%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.15%	34.17K	460.18K	-872	-2.49%
Dec 31, 2023	ATLANTIC UNION BANKSHARES CORP	0.15%	34.99K	470.97K	-201	-0.57%
Dec 31, 2023	KINGSVIEW WEALTH MANAGEMENT, LLC	0.16%	36.94K	497.17K	904	+2.51%
Dec 31, 2023	UBS GROUP AG	0.16%	36.94K	497.27K	-6.96K	-15.85%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.16%	37.45K	504.02K	0	0
Dec 31, 2023	180 WEALTH ADVISORS, LLC	0.53%	123K	1.69M	8.27K	+7.21%
Dec 31, 2023	JANNEY MONTGOMERY SCOTT LLC	0.35%	82.01K	1.1M	9.76K	+13.51%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.32%	73.03K	983.01K	-11.45K	-13.56%
Dec 31, 2023	QUARRY LP	0.3%	70.71K	951.76K	8.46K	+13.59%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.27%	61.68K	840.03K	-4.85K	-7.28%
Dec 31, 2023	ROYAL BANK OF CANADA	0.19%	44.53K	599K	3.92K	+9.66%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.53%	123.08K	1.66M	18.99K	+18.24%
Dec 31, 2023	QUANTEDGE CAPITAL PTE LTD	0.53%	123.12K	1.66M	28.7K	+30.40%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.55%	126.97K	1.71M	79.88K	+169.63%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.55%	126.98K	1.71M	9.3K	+7.90%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.57%	131.08K	1.76M	84.81K	+183.32%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.58%	135.27K	1.82M	18.27K	+15.61%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0.65%	151.01K	2.03M	-97.6K	-39.26%
Dec 31, 2023	BOOTHBAY FUND MANAGEMENT, LLC	0.66%	152.34K	2.05M	5.18K	+3.52%
Dec 31, 2023	LPL FINANCIAL LLC	0.66%	152.72K	2.06M	-4.97K	-3.15%
Dec 31, 2023	LAZARD ASSET MANAGEMENT LLC	0.79%	183.99K	2.48M	0	0
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.89%	207.39K	2.79M	-114.77K	-35.62%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.1%	255.45K	3.44M	147.13K	+135.82%
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	1.14%	264K	3.55M	32.55K	+14.06%
Dec 31, 2023	NEEDHAM INVESTMENT MANAGEMENT LLC	1.35%	313.79K	4.22M	0	0
Dec 31, 2023	RPO LLC	1.46%	338.54K	4.56M	11.5K	+3.52%
Dec 31, 2023	CLOUGH CAPITAL PARTNERS L P	1.62%	375.41K	5.05M	244.96K	+187.78%
Dec 31, 2023	AQR ARBITRAGE LLC	1.66%	384.23K	5.17M	111.74K	+41.00%
Dec 31, 2023	MORGAN STANLEY	1.86%	430.27K	5.79M	-231.37K	-34.97%
Dec 31, 2023	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	1.96%	454.15K	6.11M	106.54K	+30.65%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	2.07%	480.18K	6.46M	764	+0.16%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	2.13%	494.34K	6.65M	209.71K	+73.68%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	6.13%	1.42M	19.13M	1.15M	+423.29%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.13%	29.19K	392.86K	1.08K	+3.84%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.14%	32.31K	441.56K	-241	-0.74%
Dec 31, 2023	CTC ALTERNATIVE STRATEGIES, LTD.	0.05%	11.11K	149.57K	11.11K	+100.00%
Dec 31, 2023	TWELVE POINTS WEALTH MANAGEMENT LLC	0.05%	11.43K	153.78K	-1.37K	-10.67%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.05%	11.75K	158.16K	0	0
Dec 31, 2023	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	0.05%	12K	161.52K	0	0
Dec 31, 2023	STEPHENS INC /AR/	0.06%	12.84K	172.77K	1.29K	+11.15%
Dec 31, 2023	LIVE OAK PRIVATE WEALTH LLC	0.06%	14.32K	192.76K	0	0
Dec 31, 2023	CERITY PARTNERS LLC	0.07%	15.61K	210.08K	15.61K	+100.00%
Dec 31, 2023	OPPENHEIMER & CO INC	0.08%	17.6K	236.9K	0	0
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.08%	19.45K	261.84K	-1.43K	-6.83%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.09%	20.11K	271K	-2.62K	-11.54%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.1%	22.5K	314.09K	-3.41K	-13.15%
Dec 31, 2023	HIGHTOWER ADVISORS, LLC	0.11%	25.43K	340K	-6.56K	-20.50%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.12%	28.37K	381.81K	-21.45K	-43.06%

Insiders

Among the HQL insiders holding of 0.01% of the stake in company, SABA CAPITAL MANAGEMENT, L.P., 10 percent owner, holds the largest shares of 2.84M. OMSTEAD DANIEL R, President, is the second largest HQL insider with ownership of 197.52K shares. PITTARD CHRISTIAN, director, stands third with possession of 7.92K shares of that stake.

Insiders	Designation	Shares Held
SABA CAPITAL MANAGEMENT, L.P.	10 percent owner	2.84M
OMSTEAD DANIEL R	President	197.52K
PITTARD CHRISTIAN	director	7.92K
STEBBINS LUCINDA H	director	5.99K
LEWIN LAWRENCE S	director	2.92K
MAHER BILL	director	1.72K
REARDON WILLIAM S	director	1.61K
KENT THOMAS M	director	1.3K
GOETZ KATHLEEN	director	1.09K
DIMARTINO ROSE	director	1K
REIT TODD	director	1K
BONNEY MICHAEL W	director	800
BAILEY JEFFREY ALLEN	director	580
POHOTSKY OLEG M	director	200

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 16, 2025	PITTARD CHRISTIAN	PURCHASE	16.88	7.92K	133.75K	7.92K
Sep 22, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.14	41.62K	588.55K	2.84M
Sep 19, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.10	6.99K	98.54K	2.88M
Sep 18, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.07	40.21K	565.73K	2.89M
Sep 17, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.99	24.33K	340.35K	2.93M
Sep 16, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.99	2.03K	28.34K	2.95M
Sep 15, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.13	700	9.89K	2.95M
Sep 11, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.28	15.12K	215.86K	2.95M
Sep 02, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.04	14.08K	197.73K	2.97M
Aug 29, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.89	23.72K	329.51K	2.98M
Aug 26, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.83	400	5.53K	3.01M
Aug 21, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.07	10.71K	150.69K	3.01M
May 20, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.71	11.42K	145.14K	3.02M
May 15, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.08	23.73K	286.65K	3.03M
May 14, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.04	600	7.22K	3.05M
May 13, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.28	730	8.96K	3.05M
May 08, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.98	12.69K	152.01K	3.05M
May 07, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.19	1.37K	16.65K	3.07M
Apr 17, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.78	9.14K	107.72K	3.07M
Apr 15, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.92	1.7K	20.26K	3.08M
Apr 14, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.67	15.4K	179.72K	3.08M
Apr 10, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.14	30.16K	335.94K	3.09M
Apr 04, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	11.57	6.89K	79.71K	3.12M
Apr 03, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.23	10.32K	126.23K	3.13M
Apr 02, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.28	29.1K	357.37K	3.14M
Apr 01, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.45	17.62K	219.38K	3.17M
Mar 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.58	48.62K	611.68K	3.19M
Mar 28, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	12.95	3.6K	46.65K	3.24M
Mar 27, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.01	32.92K	428.32K	3.24M
Mar 24, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.21	2.33K	30.77K	3.27M
Feb 26, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.62	200	2.72K	3.28M
Feb 13, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.88	100	1.39K	3.28M
Feb 12, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.75	36.54K	502.37K	3.28M
Feb 11, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.77	19.76K	272.04K	3.31M
Feb 10, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	13.95	42.99K	599.67K	3.33M
Feb 04, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.05	4.07K	57.11K	3.38M
Feb 03, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.03	1.85K	25.9K	3.38M
Jan 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.27	15.14K	216.09K	3.38M
Jan 30, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.16	21.84K	309.18K	3.4M
Jan 29, 2025	SABA CAPITAL MANAGEMENT, L.P.	SALE	14.12	11.67K	164.84K	3.42M
Aug 23, 2024	MAHER BILL	PURCHASE	15.37	650	9.99K	1.72K
Jul 16, 2024	DIMARTINO ROSE	PURCHASE	15.53	1K	15.53K	1K
Jun 26, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	14.07	100	1.41K	3.43M
Jun 24, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	14.08	13.81K	194.47K	3.43M
Jun 13, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.82	8.47K	117.01K	3.42M
Jun 12, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.88	2.4K	33.31K	3.41M
Jun 11, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.76	2.04K	28.06K	3.41M
Jun 10, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.71	9.7K	133.04K	3.4M
Jun 07, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.72	3.76K	51.63K	3.39M
Jun 06, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.80	9.6K	132.45K	3.39M
Jun 05, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.76	26.08K	358.9K	3.38M
Jun 04, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.50	33.36K	450.32K	3.35M
May 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.29	21.37K	283.99K	3.32M
May 30, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.05	669	8.73K	3.3M
May 29, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.09	38.03K	497.85K	3.3M
May 28, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.38	8.71K	116.59K	3.26M
May 23, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.50	1.3K	17.59K	3.25M
May 15, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	14.19	34.76K	493.17K	3.25M
May 10, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.86	57.86K	801.97K	3.22M
May 09, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.80	17.37K	239.75K	3.16M
May 08, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.70	10.99K	150.51K	3.14M
May 07, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.76	50.16K	690.22K	3.13M
May 06, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.62	10.71K	145.91K	3.08M
May 02, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.46	26.27K	353.65K	3.07M
May 01, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.02	252	3.28K	3.04M
Apr 30, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.13	16.57K	217.6K	3.04M
Apr 26, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.00	120.3K	1.56M	3.03M
Apr 25, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.99	97.57K	1.27M	2.91M
Apr 24, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.12	20.53K	269.34K	2.81M
Apr 23, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	13.15	48.2K	633.87K	2.79M
Apr 22, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.88	2.02K	26.04K	2.74M
Apr 19, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.84	42.46K	545.17K	2.74M
Apr 18, 2024	SABA CAPITAL MANAGEMENT, L.P.	PURCHASE	12.80	81.74K	1.05M	2.69M
Apr 09, 2024	GOETZ KATHLEEN	PURCHASE	13.32	400	5.33K	1.09K
Jan 02, 2024	REIT TODD	PURCHASE	13.80	1K	13.8K	1K
Dec 28, 2023	MAHER BILL	PURCHASE	13.57	1K	13.57K	1K
Sep 25, 2023	OMSTEAD DANIEL R	PURCHASE	12.39	10.1K	125.12K	197.52K
Sep 20, 2023	OMSTEAD DANIEL R	PURCHASE	12.68	12K	152.21K	187.42K
Mar 23, 2022	GOETZ KATHLEEN	PURCHASE	16.27	92	1.5K	685
Jan 26, 2022	GOETZ KATHLEEN	PURCHASE	17.54	593	10.4K	593
Aug 11, 2021	OMSTEAD DANIEL R	PURCHASE	21.63	6.4K	138.5K	146.49K
Oct 26, 2020	OMSTEAD DANIEL R	PURCHASE	17.52	6.18K	108.2K	131.84K
Oct 21, 2020	OMSTEAD DANIEL R	PURCHASE	17.75	5.95K	105.61K	125.66K
Sep 22, 2020	BAILEY JEFFREY ALLEN	PURCHASE	17.28	580	10.02K	580
May 21, 2020	OMSTEAD DANIEL R	PURCHASE	17.74	5.95K	105.56K	114.82K
Mar 17, 2020	OMSTEAD DANIEL R	PURCHASE	13.27	8.3K	110.11K	105.81K
Jan 25, 2018	KENT THOMAS M	PURCHASE	21.04	1.3K	27.35K	1.3K
Jun 29, 2015	STEBBINS LUCINDA H	PURCHASE	28.17	1K	28.17K	5.99K
Jun 30, 2014	REARDON WILLIAM S	PURCHASE	19.75	200	3.95K	1.61K
Jun 04, 2013	OMSTEAD DANIEL R	PURCHASE	17.58	6K	105.47K	40.98K
Mar 19, 2012	POHOTSKY OLEG M	PURCHASE	13.30	200	2.66K	200
Mar 09, 2012	BONNEY MICHAEL W	PURCHASE	13.25	800	10.6K	800
Mar 09, 2012	REARDON WILLIAM S	PURCHASE	13.27	772	10.24K	772
Aug 08, 2011	OMSTEAD DANIEL R	PURCHASE	10.03	10K	100.33K	29.36K
Aug 06, 2009	OMSTEAD DANIEL R	PURCHASE	8.61	2K	17.22K	16.62K
May 18, 2009	STEBBINS LUCINDA H	PURCHASE	8.14	1.5K	12.21K	4.95K
Nov 26, 2008	OMSTEAD DANIEL R	PURCHASE	6.89	2K	13.78K	13.52K
Oct 10, 2008	OMSTEAD DANIEL R	PURCHASE	7.90	2K	15.8K	11.52K
Feb 25, 2008	STEBBINS LUCINDA H	PURCHASE	12.65	1.8K	22.77K	3.07K
Dec 31, 2007	STEBBINS LUCINDA H	SALE	13.12	2K	26.24K	1.19K
Nov 21, 2007	OMSTEAD DANIEL R	PURCHASE	12.50	1.5K	18.75K	8.67K
Aug 03, 2007	OMSTEAD DANIEL R	PURCHASE	13.20	1K	13.2K	7.02K
Feb 09, 2007	STEBBINS LUCINDA H	PURCHASE	14.98	3K	44.93K	3K
Sep 28, 2006	OMSTEAD DANIEL R	PURCHASE	12.82	1.67K	21.36K	5.67K
Sep 20, 2006	LEWIN LAWRENCE S	PURCHASE	12.82	973	12.47K	2.92K
Apr 01, 2005	OMSTEAD DANIEL R	PURCHASE	14.50	2.9K	42.05K	3.97K
Jul 29, 2004	OMSTEAD DANIEL R	PURCHASE	14.38	400	5.75K	1.02K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE7.92K1

SALES00

NET SHARES7.92K1

SHARES HELD7.92K1

% NET SHARES0%0%

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