How many institutions own IGA 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 IGA shares is 47, representing 25.5% of the company's common stock.

Who are the major shareholders selling Voya Global Advantage and Premium Opportunity Fund stock?

INTEGRATED WEALTH CONCEPTS LLC, in the last quarter, reduced its stake in IGA by -8.86% restricting it's holding to 108.27 thousand shares of worth nearly $1.04M. ADVISORS ASSET MANAGEMENT, INC. also lessened -9.99% of the IGA shares from its portfolio, reducing its holding to 776.93 thousand shares of worth $7.43M. MARKS GROUP WEALTH MANAGEMENT, INC also shunned IGA shares holding by -2.23% last quarter which brought its holding to 195.41 thousand shares worth $1.87M.

Investors who are buying IGA stock?

As per its latest 13F filing, ADVISOR GROUP HOLDINGS, INC. increased its stake in IGA by 11.43% in the last quarter. The institutional holder raised its holding to 112.62 thousand shares having worth more than $1.08M. MORGAN STANLEY also added 0.07% more shares of IGA to its portfolio, raising its holding to 149.41 thousand shares of worth $1.43M. GUGGENHEIM CAPITAL LLC also increased its IGA shares holding by 16.23% which brought its holding to 771.9 thousand shares worth $7.38M.

IGA's major insiders: who are they?

The insider with the most stakes in IGA is PUTNAM DAVID , director at the company. Additionally, IGA stock is highly held by Zemsky Paul and Senior Managing Director Weber Mark among others.

Did an insider recently sell IGA stock?

Company executives, directors, and other insiders own N/A percent of Voya Global Advantage and Premium Opportunity Fund's stock. Within the last six months, there have been 0 transaction(s) in which IGA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WEBER MARK and ZEMSKY PAUL.

Which insider recently purchased IGA stock?

There have been 0 transaction(s) during the past 6-months in which Voya Global Advantage and Premium Opportunity Fund insiders have bought stock, totalling 0 shares

How much of IGA does insiders own?

Around 0 Voya Global Advantage and Premium Opportunity Fund shares are held by insiders, which represents about N/A of IGA stock.

Who is the insider with the largest stake?

IGA director, PUTNAM DAVID holds the largest portfolio of the company's shares. IGA shares owned by PUTNAM total nearly 12 thousand.

Which institution holds the most shares in IGA?

INTEGRATED WEALTH CONCEPTS LLC is the largest institutional owner in IGA which holds 108.27 thousand shares worth $1.04M or 0.71% of the total IGA shares outstanding followed by ADVISOR GROUP HOLDINGS, INC. with ownership of 112.62 thousand shares representing 0.73% of the IGA ownership. MORGAN STANLEY is the third largest stakeholder with 149.41 thousand shares or 0.97% of the ownership worth more than $1.43M.

Is Voya Global Advantage and Premium Opportunity Fund 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 IGA is concerned, it is a stock which is not optionable.

Is there a short position on IGA's shares?

Number of IGA 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 IGA shares are there?

As of today, null shares of IGA are outstanding.

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

IGA 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 IGA is null.

Voya Global Advantage and Premium Opportunity Fund (IGA) 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

N/A Percentage of Shares held by All Insiders

25.5% Percentage of Shares held by All Institutions

25.5% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 25.5% of IGA shares are held by financial institutions. INTEGRATED WEALTH CONCEPTS LLC is the top corporate investor, holding 108.27K shares valued at $1.04M. A 0.71% stake in Voya Global Advantage and Premium Opportunity Fund is owned by the company. ADVISOR GROUP HOLDINGS, INC. owns 112.62K shares valued at $1.08M, which translates its holding of 0.73% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Mar 31, 2026	INTEGRATED WEALTH CONCEPTS LLC	0.71%	108.27K	1.04M	-10.53K	-8.86%
Mar 31, 2026	ADVISOR GROUP HOLDINGS, INC.	0.73%	112.62K	1.08M	11.56K	+11.43%
Mar 31, 2026	MORGAN STANLEY	0.97%	149.41K	1.43M	109	+0.07%
Mar 31, 2026	GUGGENHEIM CAPITAL LLC	5.03%	771.9K	7.38M	107.81K	+16.23%
Mar 31, 2026	ADVISORS ASSET MANAGEMENT, INC.	5.06%	776.93K	7.43M	-86.23K	-9.99%
Mar 31, 2026	US BANCORP \DE\	0%	455	4.35K	0	0
Mar 31, 2026	CITIGROUP INC	0.04%	5.41K	51.71K	62	+1.16%
Mar 31, 2026	KAPSTONE FINANCIAL ADVISORS LLC	0.07%	10.29K	98.37K	10.29K	+100.00%
Mar 31, 2026	MARKS GROUP WEALTH MANAGEMENT, INC	1.27%	195.41K	1.87M	-4.46K	-2.23%
Mar 31, 2026	INVESCO LTD.	1.96%	300.78K	2.88M	13.76K	+4.79%
Mar 31, 2026	RAYMOND JAMES FINANCIAL INC	2.31%	354.99K	3.39M	-19.9K	-5.31%
Mar 31, 2026	AMERIPRISE FINANCIAL INC	0.11%	16.63K	159K	1.58K	+10.46%
Mar 31, 2026	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.12%	18.35K	175.41K	6.03K	+48.98%
Mar 31, 2026		0.08%	11.6K	110.9K	0	0
Mar 31, 2026	WELLS FARGO & COMPANY/MN	0.32%	49.55K	473.67K	-1.48K	-2.90%
Mar 31, 2026	UBS GROUP AG	0.62%	95.24K	910.46K	-10.51K	-9.94%
Mar 31, 2026	HAZLETT, BURT & WATSON, INC.	0.01%	1K	10K	0	0
Mar 31, 2026	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	1.13K	10.8K	0	0
Mar 31, 2026	DUNHILL FINANCIAL, LLC	0%	0	-	-500	-100.00%
Mar 31, 2026	GLOBAL ASSETS ADVISORY, LLC	0%	0	-	-21.63K	-100.00%
Mar 31, 2026	DECISIONPOINT FINANCIAL, LLC	0%	0	-	-207	-100.00%
Mar 31, 2026	CAMELOT PORTFOLIOS, LLC	0%	0	-	-4.8K	-100.00%
Mar 31, 2026	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-41.93K	-100.00%
Mar 31, 2026	HIGHLINE WEALTH PARTNERS LLC	0%	200	1.91K	0	0
Mar 31, 2026	ASSETMARK, INC	0%	310	2.96K	310	+100.00%
Mar 31, 2026	CWM, LLC	0%	346	3.31K	0	0
Mar 31, 2026	ADVISORY SERVICES NETWORK, LLC	0%	400	3.82K	400	+100.00%
Mar 31, 2026	AXIOM INVESTMENT MANAGEMENT LLC	0.01%	1.74K	16.64K	1.74K	+100.00%
Mar 31, 2026	UHLMANN PRICE SECURITIES, LLC	0.25%	39.03K	373.09K	988	+2.60%
Mar 31, 2026	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.5K	14.34K	0	0
Mar 31, 2026	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	6.57K	62.76K	-595	-8.31%
Mar 31, 2026	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	19.57K	187K	-28	-0.14%
Mar 31, 2026	NWF ADVISORY SERVICES INC.	0.12%	18.95K	181.16K	0	0
Mar 31, 2026	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	17.47K	167.02K	0	0
Mar 31, 2026	SHAKER FINANCIAL SERVICES, LLC	1.18%	180.59K	1.73M	38.06K	+26.70%
Mar 31, 2026	CETERA INVESTMENT ADVISERS	0.31%	47.68K	455.81K	-3.97K	-7.68%
Mar 31, 2026	LPL FINANCIAL LLC	0.97%	149.52K	1.43M	-33.93K	-18.50%
Mar 31, 2026	WOLVERINE ASSET MANAGEMENT LLC	0.78%	119.82K	1.15M	65.24K	+119.53%
Mar 31, 2026	BAIRD FINANCIAL GROUP, INC.	0.51%	77.6K	741.87K	-14.45K	-15.70%
Mar 31, 2026	KOVACK ADVISORS, INC.	0.52%	80.21K	763.68K	9.21K	+12.96%
Mar 31, 2026	BANK OF AMERICA CORP /DE/	0%	0	-	-3.85K	-100.00%
Mar 31, 2026	ROUND ROCK ADVISORS, LLC	0.31%	47.17K	450.93K	0	0
Mar 31, 2026	ROYAL BANK OF CANADA	0.63%	97.16K	929K	7.38K	+8.22%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.03%	3.85K	37.39K	-9.94K	-72.10%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.27%	41.93K	407.58K	5.79K	+16.02%
Dec 31, 2025	WALLEYE CAPITAL LLC	0%	0	-	-11.48K	-100.00%
Dec 31, 2025	CITIGROUP INC	0.03%	5.35K	51.98K	60	+1.13%
Dec 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	1.13K	10.98K	0	0
Dec 31, 2025	JANE STREET GROUP, LLC	0%	0	-	-19.74K	-100.00%
Dec 31, 2025	US BANCORP \DE\	0%	455	4.42K	0	0
Dec 31, 2025	DUNHILL FINANCIAL, LLC	0%	500	4.86K	500	+100.00%
Dec 31, 2025	HAZLETT, BURT & WATSON, INC.	0.01%	1K	10K	0	0
Dec 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.5K	14.58K	0	0
Dec 31, 2025	CAMELOT PORTFOLIOS, LLC	0.03%	4.8K	46.69K	4.8K	+100.00%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	7.16K	69.59K	153	+2.18%
Dec 31, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.08%	12.32K	119.71K	-3.7K	-23.10%
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	17.47K	169.82K	0	0
Dec 31, 2025	ROYAL BANK OF CANADA	0.59%	89.78K	872K	-8.41K	-8.57%
Dec 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.25%	38.04K	369.71K	976	+2.63%
Dec 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0%	0	-	-1.8K	-100.00%
Dec 31, 2025	DECISIONPOINT FINANCIAL, LLC	0%	207	2.01K	207	+100.00%
Dec 31, 2025	ROUND ROCK ADVISORS, LLC	0.31%	47.17K	458.47K	0	0
Dec 31, 2025	WELLS FARGO & COMPANY/MN	0.33%	51.03K	495.98K	632	+1.25%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.36%	54.58K	530.53K	52K	+2,016.36%
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.1%	15.06K	146.35K	15.06K	+100.00%
Dec 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0.14%	21.63K	210.21K	500	+2.37%
Dec 31, 2025		0.08%	11.6K	112.75K	11.6K	+100.00%
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.34%	51.65K	502K	13.39K	+34.98%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.66%	101.06K	982.36K	7.27K	+7.75%
Dec 31, 2025	INVESCO LTD.	1.87%	287.02K	2.79M	7.16K	+2.56%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	4.33%	664.08K	6.45M	160.3K	+31.82%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.46%	71.01K	690.18K	23.05K	+48.07%
Dec 31, 2025	UBS GROUP AG	0.69%	105.74K	1.03M	-23.86K	-18.41%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.77%	118.81K	1.15M	-14.24K	-10.70%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.94%	142.53K	1.4M	118.1K	+483.47%
Dec 31, 2025	MORGAN STANLEY	0.97%	149.3K	1.45M	-137.1K	-47.87%
Dec 31, 2025	LPL FINANCIAL LLC	1.2%	183.45K	1.78M	18.64K	+11.31%
Dec 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	1.31%	199.86K	1.94M	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	2.44%	374.89K	3.64M	33.09K	+9.68%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	5.66%	863.16K	8.39M	-95.64K	-9.97%
Dec 31, 2025	NWF ADVISORY SERVICES INC.	0.12%	18.95K	184.19K	-5K	-20.88%
Dec 31, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0%	0	-	-13.53K	-100.00%
Dec 31, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	164	1.59K	0	0
Dec 31, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	200	1.94K	0	0
Dec 31, 2025	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-3.4K	-100.00%
Dec 31, 2025	J.SAFRA ASSET MANAGEMENT CORP	0%	0	-	-848	-100.00%
Dec 31, 2025	CWM, LLC	0%	346	3K	346	+100.00%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	19.6K	190K	193	+0.99%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.6%	92.05K	894.74K	1.6K	+1.77%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.5K	14.88K	0	0
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.87%	133.05K	1.32M	-3.59K	-2.63%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.09%	13.78K	136.73K	11.4K	+479.36%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.01%	1.13K	11.21K	1.13K	+100.00%
Sep 30, 2025	ROUND ROCK ADVISORS, LLC	0.31%	47.17K	467.91K	0	0
Sep 30, 2025	KOVACK ADVISORS, INC.	0.31%	47.95K	475.7K	643	+1.36%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.33%	50.4K	499.92K	-10.68K	-17.48%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0%	0	-	-36.25K	-100.00%
Sep 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0%	0	-	-45.61K	-100.00%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	164	1.63K	0	0
Sep 30, 2025	LPL FINANCIAL LLC	1.08%	164.81K	1.63M	7.69K	+4.89%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.24%	341.79K	3.39M	105.36K	+44.56%
Sep 30, 2025	US BANCORP \DE\	0%	455	4.51K	0	0
Sep 30, 2025	JANE STREET GROUP, LLC	0.13%	19.74K	195.84K	19.74K	+100.00%
Sep 30, 2025	MORGAN STANLEY	1.88%	286.4K	2.84M	-69.22K	-19.46%
Sep 30, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0.01%	1.8K	17.86K	1.8K	+100.00%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.02%	2.58K	25.58K	2.58K	+100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	200	1.98K	200	+100.00%
Sep 30, 2025	CITIGROUP INC	0.03%	5.29K	52.44K	59	+1.13%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	7.01K	69.51K	146	+2.13%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.59%	90.45K	897.23K	-24.65K	-21.42%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.62%	93.79K	930.89K	3.39K	+3.75%
Sep 30, 2025	ROYAL BANK OF CANADA	0.64%	98.19K	974K	29.05K	+42.02%
Sep 30, 2025	ADVISORY SERVICES NETWORK, LLC	0.02%	3.4K	33.73K	3.4K	+100.00%
Sep 30, 2025	INVESCO LTD.	1.84%	279.86K	2.78M	65.12K	+30.32%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	3.3%	503.78K	5M	-19.16K	-3.66%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	6.29%	958.81K	9.51M	-157.32K	-14.10%
Sep 30, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-6.13K	-100.00%
Sep 30, 2025	WETHERBY ASSET MANAGEMENT INC	0%	0	-	-20.68K	-100.00%
Sep 30, 2025	HAZLETT, BURT & WATSON, INC.	0.01%	1K	10K	0	0
Sep 30, 2025	WALLEYE CAPITAL LLC	0.08%	11.48K	113.86K	11.48K	+100.00%
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.09%	13.53K	134.23K	13.53K	+100.00%
Sep 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.24%	37.06K	367.66K	940	+2.60%
Sep 30, 2025	J.SAFRA ASSET MANAGEMENT CORP	0.01%	848	8.41K	848	+100.00%
Sep 30, 2025	UBS GROUP AG	0.85%	129.6K	1.29M	-34.66K	-21.10%
Sep 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	1.31%	199.86K	1.98M	0	0
Sep 30, 2025	LARSON FINANCIAL GROUP LLC	0%	0	-	-2	-100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	17.47K	173K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	19.41K	193K	88	+0.46%
Sep 30, 2025	GLOBAL ASSETS ADVISORY, LLC	0.14%	21.13K	209.58K	0	0
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.16%	23.95K	237.58K	1K	+4.36%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.16%	24.43K	242.33K	24.43K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.24%	36.14K	358.54K	-7.19K	-16.58%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.25%	38.26K	379.55K	12.89K	+50.81%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.11%	16.02K	158.88K	45	+0.28%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.5K	14.9K	0	0
Jun 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.1%	15.97K	158.59K	15.97K	+100.00%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-19.53K	-100.00%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.05%	6.86K	68.13K	146	+2.17%
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0%	164	1.63K	164	+100.00%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	0%	0	-	-68.96K	-100.00%
Jun 30, 2025	US BANCORP \DE\	0%	455	4.52K	-307	-40.29%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0%	0	-	-16.7K	-100.00%
Jun 30, 2025	MORGAN STANLEY	2.33%	355.62K	3.53M	-26.36K	-6.90%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.55%	236.43K	2.35M	39.79K	+20.24%
Jun 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	1.31%	199.86K	1.98M	199.86K	+100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	0.45%	69.14K	687K	3.84K	+5.88%
Jun 30, 2025	UHLMANN PRICE SECURITIES, LLC	0.24%	36.12K	358.69K	926	+2.63%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.04%	6.13K	60.82K	4.2K	+217.69%
Jun 30, 2025	CITIGROUP INC	0.03%	5.23K	51.92K	57	+1.10%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.02%	2.38K	23.62K	991	+71.40%
Jun 30, 2025	HAZLETT, BURT & WATSON, INC.	0.01%	1K	10K	0	0
Jun 30, 2025	COMERICA BANK	0%	0	-	-169	-100.00%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.9%	136.64K	1.36M	-5.86K	-4.11%
Jun 30, 2025	KOVACK ADVISORS, INC.	0.31%	47.31K	469.8K	51	+0.11%
Jun 30, 2025	ROUND ROCK ADVISORS, LLC	0.31%	47.17K	468.38K	-1K	-2.08%
Jun 30, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.3%	45.61K	452.9K	1.17K	+2.64%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.17%	25.37K	251.92K	3.44K	+15.68%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	19.32K	192K	-162	-0.83%
Jun 30, 2025	LARSON FINANCIAL GROUP LLC	0%	2	20	2	+100.00%
Jun 30, 2025	GLOBAL ASSETS ADVISORY, LLC	0.14%	21.13K	210.64K	-42.25K	-66.67%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	17.47K	173K	0	0
Jun 30, 2025	AVANTAX ADVISORY SERVICES, INC.	0.07%	10.58K	105.04K	98	+0.94%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	7.32%	1.12M	11.08M	-48.57K	-4.17%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	3.43%	522.95K	5.19M	95.45K	+22.33%
Jun 30, 2025	INVESCO LTD.	1.41%	214.74K	2.13M	-167	-0.08%
Jun 30, 2025	UBS GROUP AG	1.08%	164.26K	1.63M	14.93K	+9.99%
Jun 30, 2025	LPL FINANCIAL LLC	1.03%	157.12K	1.56M	1.01K	+0.65%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.4%	61.07K	606.44K	7.11K	+13.18%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.28%	43.33K	430.26K	3.24K	+8.08%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.59%	90.4K	897.74K	48.93K	+118.00%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.24%	36.25K	359.77K	-5.67K	-13.52%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.76%	115.1K	1.14M	-2.54K	-2.16%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.14%	20.68K	205.36K	20.68K	+100.00%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.15%	22.95K	227.89K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	41.47K	407.25K	3.16K	+8.25%
Mar 31, 2025	HAZLETT, BURT & WATSON, INC.	0.01%	1K	10K	0	0
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.01%	1.39K	13.63K	-29.01K	-95.43%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0.01%	1.93K	18.93K	1.93K	+100.00%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.11%	16.7K	163.99K	-4.59K	-21.54%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	17.47K	172K	0	0
Mar 31, 2025	COPPELL ADVISORY SOLUTIONS LLC	0%	0	-	-118	-100.00%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	0.45%	68.96K	677.15K	-275.88K	-80.00%
Mar 31, 2025	CITIGROUP INC	0.03%	5.17K	50.78K	58	+1.13%
Mar 31, 2025	AVANTAX ADVISORY SERVICES, INC.	0.07%	10.48K	102.91K	-506	-4.61%
Mar 31, 2025	WEALTHSHIELD PARTNERS, LLC	0%	0	-	-13.88K	-100.00%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0%	0	-	-935	-100.00%
Mar 31, 2025	US BANCORP \DE\	0.01%	762	7.48K	162	+27.00%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.77%	117.64K	1.16M	117.64K	+100.00%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.93%	142.49K	1.4M	1.83K	+1.30%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.29%	196.64K	1.93M	12.3K	+6.67%
Mar 31, 2025	INVESCO LTD.	1.41%	214.91K	2.11M	7.75K	+3.74%
Mar 31, 2025	PATHWAY FINANCIAL ADVISERS, LLC	0%	0	-	-1.8K	-100.00%
Mar 31, 2025		0%	0	-	-69	-100.00%
Mar 31, 2025	AQR ARBITRAGE LLC	0%	0	-	-20.79K	-100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0%	0	-	-5.61K	-100.00%
Mar 31, 2025	NORTHERN TRUST CORP	0%	0	-	-10.91K	-100.00%
Mar 31, 2025	COMERICA BANK	0%	169	1.66K	0	0
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.13%	19.48K	191K	-2.35K	-10.77%
Mar 31, 2025	THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	0.29%	44.44K	436.37K	1.17K	+2.69%
Mar 31, 2025	KOVACK ADVISORS, INC.	0.31%	47.26K	464.09K	2.02K	+4.46%
Mar 31, 2025	ROUND ROCK ADVISORS, LLC	0.32%	48.17K	473.01K	6.83K	+16.52%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.35%	53.96K	529.88K	14.66K	+37.31%
Mar 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0.42%	63.38K	594.3K	63.38K	+100.00%
Mar 31, 2025	UBS GROUP AG	0.98%	149.33K	1.47M	-262	-0.18%
Mar 31, 2025	LPL FINANCIAL LLC	1.02%	156.11K	1.53M	-14.04K	-8.25%
Mar 31, 2025	MORGAN STANLEY	2.51%	381.98K	3.75M	-70.53K	-15.59%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	2.8%	427.5K	4.2M	85.88K	+25.14%
Mar 31, 2025	UHLMANN PRICE SECURITIES, LLC	0.23%	35.2K	345.62K	800	+2.33%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	7.64%	1.16M	11.44M	-59.85K	-4.89%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	6.72K	65.94K	144	+2.19%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.28%	41.92K	411.62K	7.12K	+20.47%
Mar 31, 2025	ROYAL BANK OF CANADA	0.43%	65.3K	642K	-7.42K	-10.20%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0.01%	1.5K	14.73K	0	0
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.13%	19.53K	191.82K	-27.69K	-58.64%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.14%	21.93K	215.36K	21.93K	+100.00%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.26%	40.09K	393.7K	40.09K	+100.00%
Mar 31, 2024	SABA CAPITAL MANAGEMENT, L.P.	6.86%	1.07M	9.65M	171.06K	+19.09%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.13%	20.41K	184.83K	1.49K	+7.88%
Mar 31, 2024		0.01%	1.8K	16.27K	1.8K	+100.00%
Mar 31, 2024	ROUND ROCK ADVISORS, LLC	0.62%	96.01K	867.89K	-14.31K	-12.97%
Mar 31, 2024	GLOBAL ASSETS ADVISORY, LLC	1.16%	180.13K	20.38M	159.76K	+784.00%
Mar 31, 2024	LPL FINANCIAL LLC	1.24%	192.62K	1.74M	-13.27K	-6.45%
Mar 31, 2024	UBS GROUP AG	1.33%	207.57K	1.88M	-8.95K	-4.14%
Mar 31, 2024	INVESCO LTD.	1.6%	248.93K	2.25M	32.98K	+15.27%
Mar 31, 2024	KARPUS MANAGEMENT, INC.	3.86%	599.55K	5.42M	105.38K	+21.32%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	7.55%	1.17M	10.62M	33.44K	+2.93%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0%	0	-	-28.58K	-100.00%
Mar 31, 2024	MASSMUTUAL TRUST CO FSB/ADV	0%	0	-	-1.05K	-100.00%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0%	0	-	-284K	-100.00%
Mar 31, 2024	GLOBAL RETIREMENT PARTNERS, LLC	0%	164	1.48K	0	0
Mar 31, 2024	COMERICA BANK	0%	338	3.05K	169	+100.00%
Mar 31, 2024	HAZLETT, BURT & WATSON, INC.	0.01%	1K	9K	0	0
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0.01%	1.25K	11.26K	0	0
Mar 31, 2024	QUBE RESEARCH & TECHNOLOGIES LTD	0%	0	-	-40.9K	-100.00%
Mar 31, 2024	KOVACK ADVISORS, INC.	0%	0	-	-32.99K	-100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0%	0	-	-11.72K	-100.00%
Mar 31, 2024	ADVISORY SERVICES NETWORK, LLC	0%	0	-	-4.8K	-100.00%
Mar 31, 2024	PATHWAY FINANCIAL ADVISERS, LLC	0.01%	1.8K	16.27K	1.8K	+100.00%
Mar 31, 2024	NBC SECURITIES, INC.	0.01%	2.2K	19K	49	+2.28%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	6.08K	54.99K	108	+1.81%
Mar 31, 2024	WEALTHSHIELD PARTNERS, LLC	0.08%	12.55K	113.45K	496	+4.11%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.1%	15.81K	142.91K	594	+3.90%
Mar 31, 2024	AVANTAX ADVISORY SERVICES, INC.	0.11%	16.6K	150.09K	86	+0.52%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.12%	18.63K	168.37K	6.15K	+49.26%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.13%	19.59K	177.05K	1.8K	+10.12%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.13%	20.78K	187.88K	-2K	-8.78%
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.14%	21.41K	193.55K	-8.54K	-28.52%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.14%	21.84K	197K	21.84K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.15%	22.92K	207K	-6.21K	-21.31%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.21%	33.4K	301.94K	7.23K	+27.60%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	0.26%	40.17K	363.14K	-12.97K	-24.41%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.3%	46.69K	422.1K	46.69K	+100.00%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.34%	53.45K	483.15K	3.15K	+6.27%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.35%	54.53K	492.95K	-5.46K	-9.11%
Mar 31, 2024	ROYAL BANK OF CANADA	0.44%	68.97K	624K	4.95K	+7.72%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	0.53%	82.56K	746.29K	26.26K	+46.65%
Mar 31, 2024	AQR ARBITRAGE LLC	1.08%	168.04K	1.52M	-4.66K	-2.70%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	3.56%	552.78K	5M	15.57K	+2.90%
Mar 31, 2024	MORGAN STANLEY	3.59%	558.74K	5.05M	6.27K	+1.14%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.56%	86.76K	784.27K	3.76K	+4.53%
Mar 31, 2024	INTEGRATED WEALTH CONCEPTS LLC	1.03%	160.42K	1.45M	-1.33K	-0.82%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	22.78K	194.11K	2K	+9.62%
Dec 31, 2023	ROYAL BANK OF CANADA	0.4%	64.03K	546K	1.98K	+3.19%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.52%	82.99K	707.09K	-41.54K	-33.36%
Dec 31, 2023	ROUND ROCK ADVISORS, LLC	0.7%	110.32K	939.91K	-5.67K	-4.89%
Dec 31, 2023	INTEGRATED WEALTH CONCEPTS LLC	1.02%	161.76K	1.38M	-9.65K	-5.63%
Dec 31, 2023	AQR ARBITRAGE LLC	1.09%	172.7K	1.47M	12.12K	+7.54%
Dec 31, 2023	LPL FINANCIAL LLC	1.3%	205.89K	1.75M	133.53K	+184.53%
Dec 31, 2023	INVESCO LTD.	1.36%	215.95K	1.84M	-56.61K	-20.77%
Dec 31, 2023	UBS GROUP AG	1.36%	216.53K	1.84M	-4.8K	-2.17%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.79%	284K	2.42M	284K	+100.00%
Dec 31, 2023	KARPUS MANAGEMENT, INC.	3.11%	494.18K	4.21M	88.11K	+21.70%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	3.39%	537.21K	4.58M	71.46K	+15.34%
Dec 31, 2023	MORGAN STANLEY	3.48%	552.47K	4.71M	-52.12K	-8.62%
Dec 31, 2023	SABA CAPITAL MANAGEMENT, L.P.	5.65%	896.13K	7.64M	133.44K	+17.50%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	7.19%	1.14M	9.72M	179.67K	+18.69%
Dec 31, 2023	LGT FINANCIAL ADVISORS LLC	0%	0	-	-200	-100.00%
Dec 31, 2023		0.35%	56.3K	479.64K	56.3K	+100.00%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	0.33%	53.14K	452.76K	-49.1K	-48.02%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.32%	50.29K	428.49K	-600	-1.18%
Dec 31, 2023	QUBE RESEARCH & TECHNOLOGIES LTD	0.26%	40.9K	348.48K	40.9K	+100.00%
Dec 31, 2023	KOVACK ADVISORS, INC.	0.21%	32.99K	281.06K	13.06K	+65.53%
Dec 31, 2023	ROBLE, BELKO & COMPANY, INC	0%	0	-	-1.46K	-100.00%
Dec 31, 2023	LOGAN STONE CAPITAL, LLC	0%	0	-	-14.07K	-100.00%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-229.92K	-100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-25.5K	-100.00%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	0	-	-640	-100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	0	-	-3.81K	-100.00%
Dec 31, 2023	GLOBAL RETIREMENT PARTNERS, LLC	0%	164	1.41K	0	0
Dec 31, 2023	COMERICA BANK	0%	169	1.44K	-500	-74.74%
Dec 31, 2023	BAYSTATE WEALTH MANAGEMENT LLC	0%	500	4.26K	500	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.38%	59.99K	511.14K	-30.07K	-33.39%
Dec 31, 2023	HAZLETT, BURT & WATSON, INC.	0.01%	1K	9K	0	0
Dec 31, 2023	MASSMUTUAL TRUST CO FSB/ADV	0.01%	1.05K	8.93K	1.05K	+100.00%
Dec 31, 2023	SPIRE WEALTH MANAGEMENT	0.01%	1.25K	10.79K	0	0
Dec 31, 2023	NBC SECURITIES, INC.	0.01%	2.15K	18K	50	+2.38%
Dec 31, 2023	ADVISORY SERVICES NETWORK, LLC	0.03%	4.8K	40.85K	4.8K	+100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.04%	5.98K	50.91K	0	0
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.07%	11.72K	99.88K	-2.02K	-14.68%
Dec 31, 2023	WEALTHSHIELD PARTNERS, LLC	0.08%	12.05K	105.08K	-2.07K	-14.66%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.08%	12.48K	106.32K	2.77K	+28.47%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.1%	15.22K	129.63K	98	+0.65%
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.19%	29.95K	255.2K	26.5K	+767.45%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.18%	29.13K	248K	466	+1.63%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.18%	28.58K	243.52K	-2.53K	-8.13%
Dec 31, 2023	AVANTAX ADVISORY SERVICES, INC.	0.1%	16.52K	140.73K	-730	-4.23%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.11%	17.79K	151.53K	605	+3.52%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.12%	18.92K	161.19K	-385	-1.99%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.17%	26.18K	223.01K	13K	+98.66%
Dec 31, 2023	GLOBAL ASSETS ADVISORY, LLC	0.13%	20.38K	173.41K	0	0

Insiders

Among the IGA insiders holding of N/A of the stake in company, PUTNAM DAVID, director, holds the largest shares of 12K. ZEMSKY PAUL, , is the second largest IGA insider with ownership of 1.98K shares. WEBER MARK, Senior Managing Director, stands third with possession of 713 shares of that stake.

Insiders	Designation	Shares Held
PUTNAM DAVID	director	12K
ZEMSKY PAUL		1.98K
WEBER MARK	Senior Managing Director	713

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Apr 26, 2018	WEBER MARK	SALE	11.05	0	4.65	713
Mar 26, 2013	ZEMSKY PAUL	SALE	13.86	100	1.39K	1.98K
Nov 07, 2012	ZEMSKY PAUL	SALE	11.30	800	9.04K	6.52K
Nov 19, 2009	ZEMSKY PAUL	PURCHASE	12.66	1K	12.66K	7.82K
Sep 18, 2009	ZEMSKY PAUL	SALE	15.26	2K	30.52K	6.6K
Dec 31, 2008	ZEMSKY PAUL	PURCHASE	10.97	2K	21.94K	7.48K
Sep 30, 2008	ZEMSKY PAUL	PURCHASE	12.20	1K	12.2K	5.48K
Jul 09, 2008	ZEMSKY PAUL	PURCHASE	14.82	1K	14.82K	3.25K
Jan 02, 2008	ZEMSKY PAUL	SALE	19.00	1K	19K	2.25K
May 31, 2007	ZEMSKY PAUL	PURCHASE	21.96	400	8.78K	3.65K
Mar 20, 2006	PUTNAM DAVID	PURCHASE	19.26	12K	231.16K	12K

Frequently Asked Questions