How many institutions own ISD 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 ISD shares is 75, representing 42.06% of the company's common stock.

Who are the major shareholders selling PGIM High Yield Bond Fund, Inc. stock?

MARKS GROUP WEALTH MANAGEMENT, INC, in the last quarter, reduced its stake in ISD by -22.25% restricting it's holding to 72.73 thousand shares of worth nearly $1.05M. IHT WEALTH MANAGEMENT, LLC also lessened -2.23% of the ISD shares from its portfolio, reducing its holding to 16.25 thousand shares of worth $233.60K. UBS GROUP AG also shunned ISD shares holding by -1.27% last quarter which brought its holding to 127.48 thousand shares worth $1.83M.

Investors who are buying ISD stock?

As per its latest 13F filing, BANK OF AMERICA CORP /DE/ increased its stake in ISD by 8.05% in the last quarter. The institutional holder raised its holding to 498.69 thousand shares having worth more than $7.17M. GUGGENHEIM CAPITAL LLC also added 0.35% more shares of ISD to its portfolio, raising its holding to 652.16 thousand shares of worth $9.38M. CORECAP ADVISORS, LLC also increased its ISD shares holding by 18.15% which brought its holding to 17.39 thousand shares worth $250.09K.

ISD's major insiders: who are they?

The insider with the most stakes in ISD is Sullivan James Joseph , at the company. Additionally, ISD stock is highly held by Kellner Steven A. and director Bynoe Linda W among others.

Did an insider recently sell ISD stock?

Company executives, directors, and other insiders own N/A percent of PGIM High Yield Bond Fund, Inc.'s stock. Within the last six months, there have been 1 transaction(s) in which ISD insiders have sold stock, totaling 16.83K shares. Insiders that have sold shares include REID BRIAN and EVANS BARRY H.

Which insider recently purchased ISD stock?

There have been 0 transaction(s) during the past 6-months in which PGIM High Yield Bond Fund, Inc. insiders have bought stock, totalling 0 shares

How much of ISD does insiders own?

Around 3.06K PGIM High Yield Bond Fund, Inc. shares are held by insiders, which represents about N/A of ISD stock.

Who is the insider with the largest stake?

ISD , Sullivan James Joseph holds the largest portfolio of the company's shares. ISD shares owned by Sullivan total nearly 92 thousand.

Which institution holds the most shares in ISD?

BROWN ADVISORY INC is the largest institutional owner in ISD which holds 114.22 thousand shares worth $1.64M or 0.34% of the total ISD shares outstanding followed by CREATIVE PLANNING with ownership of 64.38 thousand shares representing 0.19% of the ISD ownership. MARKS GROUP WEALTH MANAGEMENT, INC is the third largest stakeholder with 72.73 thousand shares or 0.22% of the ownership worth more than $1.05M.

Is PGIM High Yield Bond 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 ISD is concerned, it is a stock which is not optionable.

Is there a short position on ISD's shares?

Number of ISD 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 ISD shares are there?

As of today, null shares of ISD are outstanding.

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

ISD 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 ISD is null.

PGIM High Yield Bond Fund (ISD) 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

42.06% Percentage of Shares held by All Institutions

42.06% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 42.06% of ISD shares are held by financial institutions. BROWN ADVISORY INC is the top corporate investor, holding 114.22K shares valued at $1.64M. A 0.34% stake in PGIM High Yield Bond Fund, Inc. is owned by the company. CREATIVE PLANNING owns 64.38K shares valued at $925.84K, which translates its holding of 0.19% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	BROWN ADVISORY INC	0.34%	114.22K	1.64M	0	0
Sep 30, 2025	CREATIVE PLANNING	0.19%	64.38K	925.84K	0	0
Sep 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.22%	72.73K	1.05M	-20.81K	-22.25%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	1.5%	498.69K	7.17M	37.14K	+8.05%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.96%	652.16K	9.38M	2.25K	+0.35%
Sep 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.05%	16.25K	233.6K	-371	-2.23%
Sep 30, 2025	CORECAP ADVISORS, LLC	0.05%	17.39K	250.09K	2.67K	+18.15%
Sep 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.05%	18K	258.84K	2K	+12.50%
Sep 30, 2025	MSH CAPITAL ADVISORS LLC	0.05%	18.11K	260.35K	0	0
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	19.13K	271.66K	0	0
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	3.38K	48.61K	72	+2.18%
Sep 30, 2025	FSA WEALTH MANAGEMENT LLC	0.01%	4.89K	70.32K	0	0
Sep 30, 2025	UBS GROUP AG	0.38%	127.48K	1.83M	-1.64K	-1.27%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.4%	132.3K	1.9M	-2.36K	-1.75%
Sep 30, 2025	LPL FINANCIAL LLC	0.4%	133.26K	1.92M	-6.88K	-4.91%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.5%	165.06K	2.37M	-7K	-4.07%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.02%	339.26K	4.88M	-18.43K	-5.15%
Sep 30, 2025	MORGAN STANLEY	1.2%	398.5K	5.73M	-59.19K	-12.93%
Sep 30, 2025	COHEN & STEERS, INC.	1.46%	486.28K	6.99M	0	0
Sep 30, 2025	WPG ADVISERS, LLC	0%	0	-	-67	-100.00%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-811	-100.00%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0%	0	-	-39.91K	-100.00%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0%	0	-	-26.22K	-100.00%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	0	-	-10.28K	-100.00%
Sep 30, 2025	FIFTH THIRD BANCORP	0%	0	-	-410	-100.00%
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0%	2	29	0	0
Sep 30, 2025	CWM, LLC	0%	193	3K	0	0
Sep 30, 2025	SOUND INCOME STRATEGIES, LLC	0%	436	6.26K	436	+100.00%
Sep 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	525	7.55K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	600	8.63K	0	0
Sep 30, 2025	ADVISORNET FINANCIAL, INC	0%	872	12.54K	-370	-29.79%
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0%	1K	14.38K	0	0
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.45%	816.12K	11.74M	33.8K	+4.32%
Sep 30, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	2.16%	716.96K	10.31M	58.8K	+8.93%
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0.02%	6.81K	97.88K	6.81K	+100.00%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.02%	7.88K	113.33K	7.88K	+100.00%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.03%	10.48K	150.76K	22	+0.21%
Sep 30, 2025	DAVID J YVARS GROUP	0.03%	10.9K	156.72K	10.9K	+100.00%
Sep 30, 2025	BEACON POINTE ADVISORS, LLC	0.07%	21.95K	315.7K	7.18K	+48.62%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.5%	166.84K	2.4M	-13.06K	-7.26%
Sep 30, 2025	ROYAL BANK OF CANADA	0.69%	228.47K	3.29M	18.22K	+8.66%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.86%	286.14K	4.11M	22.67K	+8.61%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.91%	303.06K	4.36M	22.65K	+8.08%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	2.27%	755.85K	10.87M	-2.36K	-0.31%
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.34%	114.07K	1.64M	47.3K	+70.85%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.27%	90.64K	1.3M	2.71K	+3.08%
Sep 30, 2025	FIERA CAPITAL CORP	0.19%	62.1K	892.97K	6.35K	+11.40%
Sep 30, 2025	INVESCO LTD.	0.91%	303.39K	4.36M	-19.56K	-6.06%
Sep 30, 2025	MALLINI COMPLETE FINANCIAL PLANNING LLC	0.06%	20.15K	289.77K	215	+1.08%
Sep 30, 2025	TURIM 21 INVESTIMENTOS LTDA.	0%	1.39K	19.93K	1.39K	+100.00%
Sep 30, 2025	COMERICA BANK	0.01%	2.11K	30.33K	-10	-0.47%
Sep 30, 2025	OPTIMUM INVESTMENT ADVISORS	0.01%	3.25K	46.74K	0	0
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	85.45K	1.25M	-225	-0.26%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	24.28K	349.17K	0	0
Sep 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.09%	29.06K	417.83K	-1.8K	-5.83%
Sep 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.11%	35.5K	510.49K	-190	-0.53%
Sep 30, 2025	STOLPER CO	0.12%	39.07K	562K	28	+0.07%
Sep 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.12%	40.93K	588.57K	-1.66K	-3.89%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.13%	42.01K	604.1K	1.57K	+3.87%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.14%	46.87K	673.93K	14.07K	+42.88%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	51.79K	744.78K	11.38K	+28.17%
Sep 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.17%	56.07K	806.33K	609	+1.10%
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.04%	12.11K	174.16K	-7.7K	-38.86%
Sep 30, 2025	INTELLUS ADVISORS LLC	0.05%	15.97K	229.61K	4.33K	+37.15%
Sep 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.17%	57.96K	833.47K	-2.54K	-4.20%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	58.98K	851.02K	-2.38K	-3.87%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.4%	134.66K	1.91M	17.69K	+15.13%
Jun 30, 2025	UBS GROUP AG	0.39%	129.13K	1.83M	-9.62K	-6.93%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	85.68K	1.21M	-6.5K	-7.06%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.12%	40.41K	572.61K	-3.5K	-7.96%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.12%	40.44K	573.08K	7.51K	+22.80%
Jun 30, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.18%	60.5K	857.29K	-1.25K	-2.02%
Jun 30, 2025	CREATIVE PLANNING	0.19%	64.38K	912.32K	0	0
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.2%	66.76K	946.04K	-9.41K	-12.36%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	87.93K	1.25M	2.53K	+2.96%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	1.39%	461.56K	6.54M	9.44K	+2.09%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.08%	357.68K	5.07M	-26.27K	-6.84%
Jun 30, 2025	INTELLUS ADVISORS LLC	0.04%	11.64K	164.97K	734	+6.73%
Jun 30, 2025	MSH CAPITAL ADVISORS LLC	0.05%	18.11K	256.55K	0	0
Jun 30, 2025	MALLINI COMPLETE FINANCIAL PLANNING LLC	0.06%	19.94K	282.49K	2.44K	+13.95%
Jun 30, 2025	MORGAN STANLEY	1.38%	457.68K	6.49B	-76.89K	-14.38%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.35%	782.32K	11.09M	40.13K	+5.41%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.84%	280.41K	3.97M	59.76K	+27.08%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.54%	179.9K	2.55M	962	+0.54%
Jun 30, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	1.98%	658.16K	9.33M	-39.21K	-5.62%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.95%	649.91K	9.21M	4.54K	+0.70%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	10.28K	146K	137	+1.35%
Jun 30, 2025		0.04%	11.64K	164.97K	734	+6.73%
Jun 30, 2025	CORECAP ADVISORS, LLC	0.04%	14.72K	208.59K	-847	-5.44%
Jun 30, 2025	IHT WEALTH MANAGEMENT, LLC	0.05%	16.62K	235.45K	74	+0.45%
Jun 30, 2025	FIERA CAPITAL CORP	0.17%	55.75K	789.91K	-64	-0.11%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.18%	61.35K	878.56K	-1.49K	-2.37%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	19.13K	271.09K	0	0
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.52%	172.06K	2.44M	0	0
Jun 30, 2025	MODERN WEALTH MANAGEMENT, LLC	0.13%	42.59K	603.45K	-439	-1.02%
Jun 30, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.17%	55.46K	785.93K	2.75K	+5.22%
Jun 30, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.28%	93.53K	1.33M	0	0
Jun 30, 2025	BROWN ADVISORY INC	0.34%	114.22K	1.62M	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.42%	140.14K	1.99M	1.6K	+1.15%
Jun 30, 2025	ROYAL BANK OF CANADA	0.63%	210.26K	2.98M	-118	-0.06%
Jun 30, 2025	INVESCO LTD.	0.97%	322.96K	4.58M	-378	-0.12%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.08%	26.22K	371.58K	26.22K	+100.00%
Jun 30, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.09%	30.85K	437.2K	-293	-0.94%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.79%	263.47K	3.73M	36.49K	+16.07%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	2.28%	758.22K	10.74M	51.61K	+7.30%
Jun 30, 2025	TWO SIGMA SECURITIES, LLC	0.06%	19.19K	271.89K	19.19K	+100.00%
Jun 30, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.11%	35.69K	505.73K	685	+1.96%
Jun 30, 2025	FSA WEALTH MANAGEMENT LLC	0.01%	4.89K	69.29K	0	0
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.06%	19.81K	280.68K	-27K	-57.68%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	24.28K	344.07K	24.28K	+100.00%
Jun 30, 2025	JANE STREET GROUP, LLC	0.07%	24.72K	350.31K	24.72K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.1%	32.8K	464.78K	-1.33K	-3.90%
Jun 30, 2025	STOLPER CO	0.12%	39.04K	553K	1.8K	+4.84%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	39.91K	565.45K	352	+0.89%
Jun 30, 2025	COHEN & STEERS, INC.	1.46%	486.28K	6.89M	-29.8K	-5.77%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.03%	10.46K	148.26K	22	+0.21%
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.04%	14.77K	209.32K	3.01K	+25.59%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.05%	16K	226.72K	0	0
Mar 31, 2025	INVESCO LTD.	0.97%	323.33K	4.61M	-67.43K	-17.26%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.19%	62.84K	895.53K	62.84K	+100.00%
Mar 31, 2025	TOWNSQUARE CAPITAL LLC	0.08%	27.15K	386.9K	27.15K	+100.00%
Mar 31, 2025	CONCURRENT INVESTMENT ADVISORS, LLC	0.07%	22.7K	323.42K	888	+4.07%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	2.23%	742.19K	10.58M	112.16K	+17.80%
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	1.15%	383.95K	5.47M	-25.32K	-6.19%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.1%	34.13K	486.35K	-1K	-2.85%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.1%	32.94K	469.33K	43	+0.13%
Mar 31, 2025	WESTERN WEALTH MANAGEMENT, LLC	0.09%	31.15K	443.85K	-2.03K	-6.13%
Mar 31, 2025	PATHSTONE HOLDINGS, LLC	0.07%	22.03K	299.27K	-216.01K	-90.74%
Mar 31, 2025	IHT WEALTH MANAGEMENT, LLC	0.05%	16.54K	235.72K	-211	-1.26%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.94%	645.37K	9.2M	42.72K	+7.09%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.2%	67.63K	963.74K	-111.63K	-62.27%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.54%	178.94K	2.55M	1.85K	+1.05%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.52%	172.06K	2.45M	0	0
Mar 31, 2025	UBS GROUP AG	0.42%	138.74K	1.98M	-13K	-8.56%
Mar 31, 2025	LPL FINANCIAL LLC	0.42%	138.54K	1.97M	2.12K	+1.56%
Mar 31, 2025	MARKS GROUP WEALTH MANAGEMENT, INC	0.28%	93.53K	1.33M	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.28%	92.18K	1.31M	-1.9K	-2.02%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.26%	85.39K	1.22M	-16.4K	-16.11%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.23%	76.18K	1.09M	25.46K	+50.21%
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.05%	15.21K	216.7K	15.21K	+100.00%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	2.12%	706.6K	10.07M	65.92K	+10.29%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.12%	39.55K	563.63K	-37.06K	-48.38%
Mar 31, 2025	STOLPER CO	0.11%	37.24K	531K	435	+1.18%
Mar 31, 2025	ROYAL BANK OF CANADA	0.63%	210.37K	3M	8.98K	+4.46%
Mar 31, 2025	CREATIVE PLANNING	0.19%	64.38K	917.47K	-949	-1.45%
Mar 31, 2025	AVIANCE CAPITAL PARTNERS, LLC	0.16%	52.71K	751.14K	2.73K	+5.47%
Mar 31, 2025	MILLENNIUM MANAGEMENT LLC	0.05%	17.72K	252.57K	17.72K	+100.00%
Mar 31, 2025	STEEL PEAK WEALTH MANAGEMENT LLC	2.1%	697.37K	9.94M	-1.6K	-0.23%
Mar 31, 2025	MORGAN STANLEY	1.61%	534.58K	7.62M	-21.07K	-3.79%
Mar 31, 2025	COHEN & STEERS, INC.	1.55%	516.08K	7.35M	-86.1K	-14.30%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	1.36%	452.11K	6.44M	10.88K	+2.46%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.68%	226.98K	3.23M	8.04K	+3.67%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.66%	220.66K	3.14M	30.27K	+15.90%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.35%	116.97K	1.67M	-811	-0.69%
Mar 31, 2025	BROWN ADVISORY INC	0.34%	114.22K	1.63M	0	0
Mar 31, 2025	HILTON CAPITAL MANAGEMENT, LLC	0.19%	61.75K	879.94K	24.45K	+65.55%
Mar 31, 2025	FIERA CAPITAL CORP	0.17%	55.81K	795.28K	0	0
Mar 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.14%	46.8K	666.94K	0	0
Mar 31, 2025	STIFEL FINANCIAL CORP	0.13%	43.91K	625.66K	-939	-2.09%
Mar 31, 2025	MODERN WEALTH MANAGEMENT, LLC	0.13%	43.03K	613.11K	890	+2.11%
Mar 31, 2025	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.11%	35.01K	498.82K	-95	-0.27%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.06%	19.13K	272.62K	0	0
Mar 31, 2025	CORECAP ADVISORS, LLC	0.05%	15.57K	221.83K	2.07K	+15.29%
Mar 31, 2025		0.05%	17.5K	249.32K	-77	-0.44%
Mar 31, 2025	SUMMIT TRAIL ADVISORS, LLC	0.05%	16K	228K	16K	+100.00%
Mar 31, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.05%	16K	228K	0	0
Mar 31, 2024	MORGAN STANLEY	4.54%	1.51M	19.6M	-310.7K	-17.08%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.49%	162.18K	2.11M	18.7K	+13.03%
Mar 31, 2024	UBS GROUP AG	0.57%	188.98K	2.45M	8.48K	+4.70%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.57%	190.88K	2.48M	-5.82K	-2.96%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.66%	219.92K	2.86M	3.87K	+1.79%
Mar 31, 2024	INVESTMENT PARTNERS ASSET MANAGEMENT, INC.	0.11%	35.1K	455.95K	1.32K	+3.91%
Mar 31, 2024	HILTON CAPITAL MANAGEMENT, LLC	0.11%	37.3K	484.53K	0	0
Mar 31, 2024	STOLPER CO	0.11%	37.9K	492K	3.98K	+11.73%
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.12%	39.53K	513.5K	-7.2K	-15.41%
Mar 31, 2024	WESTERN WEALTH MANAGEMENT, LLC	0.13%	43.42K	564.08K	-3.97K	-8.37%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.15%	48.23K	626.55K	-47.82K	-49.78%
Mar 31, 2024	EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC	0.15%	48.98K	636.26K	1.39K	+2.92%
Mar 31, 2024	AVIANCE CAPITAL PARTNERS, LLC	0.16%	53.85K	699.52K	-2.01K	-3.59%
Mar 31, 2024	LPL FINANCIAL LLC	0.17%	55.89K	726.07K	4.29K	+8.30%
Mar 31, 2024	STEEL PEAK WEALTH MANAGEMENT LLC	0.67%	224.38K	2.91M	224.38K	+100.00%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0.72%	240.06K	3.12M	0	0
Mar 31, 2024	BAIRD FINANCIAL GROUP, INC.	0.75%	249.57K	3.24M	15.56K	+6.65%
Mar 31, 2024	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.82%	273.66K	3.55M	10.24K	+3.89%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.97%	323.14K	4.2M	39.82K	+14.05%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	1.59%	527.34K	6.85M	527.34K	+100.00%
Mar 31, 2024	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.6%	530.73K	6.89M	-79.77K	-13.07%
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	2.14%	710.83K	9.23M	-163.93K	-18.74%
Mar 31, 2024	PATHSTONE HOLDINGS, LLC	2.4%	797.6K	10.36M	7.23K	+0.91%
Mar 31, 2024	CONCURRENT INVESTMENT ADVISORS, LLC	0.06%	19.16K	248.86K	-2.59K	-11.93%
Mar 31, 2024	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.06%	19.3K	250.76K	0	0
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.09%	29.76K	386.56K	-15.69K	-34.53%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.09%	31.54K	409.68K	4.22K	+15.44%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.35%	117.85K	1.53M	410	+0.35%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.46%	151.73K	1.97M	4.73K	+3.22%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.48%	158.78K	2.06M	99.82K	+169.31%
Mar 31, 2024	INTEROCEAN CAPITAL GROUP, LLC	0.1%	32K	415.68K	0	0
Mar 31, 2024	NEWEDGE WEALTH, LLC	0.18%	59.54K	744.83K	59.54K	+100.00%
Mar 31, 2024	MARKS GROUP WEALTH MANAGEMENT, INC	0.27%	89.26K	1.16M	0	0
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	1.08%	359.48K	4.67M	22.65K	+6.72%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	1.14%	378.66K	4.92M	-88.6K	-18.96%
Mar 31, 2024	INVESCO LTD.	1.29%	429.75K	5.58M	-40.35K	-8.58%
Mar 31, 2024	CAPITAL INVESTMENT ADVISORS, LLC	1.39%	462.15K	6M	-30.99K	-6.28%
Mar 31, 2024	STONEBROOK PRIVATE INC.	0.03%	10.23K	132.93K	-1.94K	-15.94%
Mar 31, 2024	JANNEY MONTGOMERY SCOTT LLC	0.03%	10.29K	134K	-2K	-16.27%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	10.35K	134K	10.35K	+100.00%
Mar 31, 2024	FIERA CAPITAL CORP	0.19%	61.76K	802.31K	54	+0.09%
Mar 31, 2024	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.23%	75.61K	982.19K	-50.49K	-40.04%
Mar 31, 2024	CETERA ADVISORS LLC	0.23%	76.42K	992.64K	4K	+5.52%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.32%	106.26K	1.38M	11.07K	+11.63%
Mar 31, 2024	BROWN ADVISORY INC	0.34%	114.22K	1.48M	0	0
Mar 31, 2024	VIVALDI CAPITAL MANAGEMENT LP	0.36%	120.88K	1.53M	-17.19K	-12.45%
Mar 31, 2024	AEGON USA INVESTMENT MANAGEMENT, LLC	0.06%	20.95K	272.18K	0	0
Mar 31, 2024	CAMELOT PORTFOLIOS, LLC	0.07%	21.8K	283.18K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.07%	24.46K	317.77K	-75	-0.31%
Mar 31, 2024	NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	0.03%	10.67K	138.56K	10.67K	+100.00%
Mar 31, 2024	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0.04%	12.8K	166.27K	0	0
Mar 31, 2024	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	15.71K	203.39K	0	0
Mar 31, 2024	WINTRUST INVESTMENTS LLC	0.05%	17.64K	229K	-1K	-5.36%
Mar 31, 2024	RAYMOND JAMES TRUST N.A.	0.05%	18.16K	235.87K	-3.3K	-15.38%
Mar 31, 2024	ROYAL BANK OF CANADA	0.53%	177.18K	2.3M	8.95K	+5.32%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.69%	228.01K	2.96M	52.77K	+30.12%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.05%	347.83K	4.52M	277.37K	+393.67%
Mar 31, 2024	COHEN & STEERS, INC.	1.86%	617.17K	8.02M	8K	+1.31%
Dec 31, 2023	COHEN & STEERS, INC.	1.84%	609.17K	7.51M	-20K	-3.18%
Dec 31, 2023		0.07%	21.75K	267.99K	21.75K	+100.00%
Dec 31, 2023	CAMELOT PORTFOLIOS, LLC	0.07%	21.8K	268.58K	-3.5K	-13.82%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.07%	24.54K	302.3K	633	+2.65%
Dec 31, 2023	CETERA ADVISORS LLC	0.22%	72.42K	892.21K	-120	-0.17%
Dec 31, 2023	CETERA ADVISOR NETWORKS LLC	0.08%	27.32K	336.57K	12.81K	+88.34%
Dec 31, 2023	INTEROCEAN CAPITAL GROUP, LLC	0.1%	32K	394.24K	1.5K	+4.92%
Dec 31, 2023	STOLPER CO	0.1%	33.92K	418K	1.52K	+4.70%
Dec 31, 2023	ROBINSON CAPITAL MANAGEMENT, LLC	0.11%	36.81K	455.67K	2.21K	+6.38%
Dec 31, 2023	HILTON CAPITAL MANAGEMENT, LLC	0.11%	37.3K	459.54K	-81.75K	-68.67%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.14%	45.45K	559.95K	2.93K	+6.88%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.14%	46.73K	582.39K	4.8K	+11.45%
Dec 31, 2023	WESTERN WEALTH MANAGEMENT, LLC	0.14%	47.39K	583.82K	-6.06K	-11.34%
Dec 31, 2023	EDMONDS DUNCAN REGISTERED INVESTMENT ADVISORS, LLC	0.14%	47.59K	586.3K	-1.71K	-3.46%
Dec 31, 2023	LPL FINANCIAL LLC	0.16%	51.61K	635.81K	-5.72K	-9.98%
Dec 31, 2023	AVIANCE CAPITAL PARTNERS, LLC	0.17%	55.86K	688.14K	-8.44K	-13.12%
Dec 31, 2023	RIVERBRIDGE PARTNERS LLC	0.17%	57.36K	706.66K	506	+0.89%
Dec 31, 2023	CETERA INVESTMENT ADVISERS	0.18%	58.96K	726.33K	-1.24K	-2.06%
Dec 31, 2023	FIERA CAPITAL CORP	0.19%	61.71K	760.27K	0	0
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0.21%	70.46K	868.05K	-1.32K	-1.84%
Dec 31, 2023	MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	0.06%	19.3K	237.82K	19.3K	+100.00%
Dec 31, 2023	MARKS GROUP WEALTH MANAGEMENT, INC	0.27%	89.26K	1.1M	0	0
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.29%	95.19K	1.17M	-39.33K	-29.24%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.29%	96.05K	1.18M	96.05K	+100.00%
Dec 31, 2023	BROWN ADVISORY INC	0.34%	114.22K	1.41M	0	0
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.35%	117.44K	1.45M	1.33K	+1.14%
Dec 31, 2023	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.38%	126.1K	1.55M	-6.87K	-5.17%
Dec 31, 2023	AQR ARBITRAGE LLC	0.39%	130.33K	1.61M	111.93K	+608.17%
Dec 31, 2023	VIVALDI CAPITAL MANAGEMENT LP	0.42%	138.07K	1.75M	-77.99K	-36.10%
Dec 31, 2023	SHAKER FINANCIAL SERVICES, LLC	0.43%	143.48K	1.78M	40.32K	+39.09%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.44%	147K	1.81M	-39.08K	-21.00%
Dec 31, 2023	ROYAL BANK OF CANADA	0.51%	168.23K	2.07M	4.39K	+2.68%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.53%	175.23K	2.16M	7.53K	+4.49%
Dec 31, 2023	UBS GROUP AG	0.54%	180.5K	2.22M	3.35K	+1.89%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.59%	196.7K	2.42M	127	+0.06%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.65%	216.04K	2.66M	-34.19K	-13.66%
Dec 31, 2023	BAIRD FINANCIAL GROUP, INC.	0.71%	234K	2.88M	7.43K	+3.28%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0.72%	240.06K	2.96M	0	0
Dec 31, 2023	FOUNDATIONS INVESTMENT ADVISORS, LLC	0.79%	263.42K	3.35M	32.03K	+13.84%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.85%	283.33K	3.49M	-8.97K	-3.07%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	1.02%	336.83K	4.15M	10.74K	+3.29%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	1.41%	467.26K	5.76M	-98.39K	-17.39%
Dec 31, 2023	INVESCO LTD.	1.42%	470.1K	5.79M	-827	-0.18%
Dec 31, 2023	CAPITAL INVESTMENT ADVISORS, LLC	1.49%	493.13K	6.08M	-33.03K	-6.28%
Dec 31, 2023	RAYMOND JAMES TRUST N.A.	0.06%	21.46K	264.36K	374	+1.77%
Dec 31, 2023	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	1.84%	610.5K	7.52M	49.31K	+8.79%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	2.64%	874.77K	10.78M	119.71K	+15.85%
Dec 31, 2023	MORGAN STANLEY	5.49%	1.82M	22.42M	-772.54K	-29.80%
Dec 31, 2023	AEGON USA INVESTMENT MANAGEMENT, LLC	0.06%	20.95K	258.14K	0	0

Insiders

Among the ISD insiders holding of N/A of the stake in company, SULLIVAN JAMES JOSEPH, , holds the largest shares of 92K. KELLNER STEVEN A., , is the second largest ISD insider with ownership of 26.26K shares. BYNOE LINDA W, director, stands third with possession of 22.5K shares of that stake.

Insiders	Designation	Shares Held
SULLIVAN JAMES JOSEPH		92K
KELLNER STEVEN A.		26.26K
BYNOE LINDA W	director	22.5K
LILLARD MICHAEL		13.68K
APPLEBY PAUL		10.1K
CLAPP BRIAN		6.02K
BENJAMIN SCOTT E	director	4.41K
THOROGOOD DANIEL T		4.15K
WHEAT TERENCE		4K
SPANO ROBERT		4K
REID BRIAN	director	3.06K
EVANS BARRY H	director	1.89K
PARKER STUART S	President	1.7K
GREENWOOD RICHARD		1K
KELLY RYAN PATRICK		400
CIGNARELLA ROBERT	Portfolio Manager	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 07, 2025	REID BRIAN	SALE	14.41	16.83K	242.56K	3.06K
Dec 31, 2024	CIGNARELLA ROBERT	PURCHASE	13.70	9K	123.3K	0
Dec 07, 2023	CIGNARELLA ROBERT	PURCHASE	12.19	1K	12.19K	9K
Aug 11, 2023	REID BRIAN	PURCHASE	12.29	6K	73.74K	11.7K
Mar 28, 2023	REID BRIAN	PURCHASE	11.77	3K	35.31K	5.7K
Dec 22, 2022	REID BRIAN	PURCHASE	12.00	2.7K	32.4K	2.7K
Oct 31, 2022	EVANS BARRY H	SALE	11.88	5K	59.4K	1.89K
Oct 28, 2022	EVANS BARRY H	SALE	11.91	15K	178.65K	6.89K
Mar 30, 2021	LILLARD MICHAEL	PURCHASE	15.60	4.42K	68.87K	13.68K
Apr 23, 2020	LILLARD MICHAEL	PURCHASE	12.26	4.01K	49.19K	9.26K
Mar 30, 2020	BENJAMIN SCOTT E	PURCHASE	11.65	4.06K	47.35K	4.41K
Dec 31, 2018	KELLNER STEVEN A.	PURCHASE	13.12	1.16K	15.22K	26.26K
Mar 27, 2018	CLAPP BRIAN	PURCHASE	14.11	2.3K	32.44K	6.02K
Mar 16, 2018	THOROGOOD DANIEL T	PURCHASE	14.25	1.5K	21.37K	4.15K
Mar 12, 2018	BYNOE LINDA W	PURCHASE	14.37	23	323.33	22.5K
Nov 03, 2017	EVANS BARRY H	PURCHASE	15.10	4.75K	71.73K	10K
Nov 02, 2017	EVANS BARRY H	PURCHASE	15.10	4.25K	64.11K	4.25K
May 03, 2017	CLAPP BRIAN	PURCHASE	15.55	2K	31.09K	3.5K
Aug 02, 2016	KELLY RYAN PATRICK	PURCHASE	15.80	400	6.32K	400
Jun 03, 2016	LILLARD MICHAEL	PURCHASE	15.62	5.25K	82.01K	5.25K
Apr 06, 2016	SULLIVAN JAMES JOSEPH	PURCHASE	15.51	64.5K	1M	92K
Mar 03, 2016	WHEAT TERENCE	PURCHASE	14.97	2K	29.95K	4K
Dec 21, 2015	PARKER STUART S	PURCHASE	14.67	1.7K	24.94K	1.7K
Dec 14, 2015	APPLEBY PAUL	PURCHASE	13.81	5K	69.05K	10.1K
Aug 17, 2015	SPANO ROBERT	PURCHASE	14.92	1K	14.92K	4K
Jun 29, 2015	SPANO ROBERT	PURCHASE	15.08	1K	15.08K	3K
Oct 17, 2014	WHEAT TERENCE	PURCHASE	16.55	1K	16.55K	2K
Apr 09, 2014	SULLIVAN JAMES JOSEPH	PURCHASE	18.05	27.5K	496.25K	27.5K
Jun 13, 2013	GREENWOOD RICHARD	PURCHASE	18.25	1K	18.25K	1K
Jun 07, 2013	SPANO ROBERT	PURCHASE	18.45	2K	36.9K	2K
Jan 02, 2013	APPLEBY PAUL	PURCHASE	19.01	2.12K	40.28K	5.1K
Jan 02, 2013	BENJAMIN SCOTT E	PURCHASE	19.00	350	6.65K	350

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES16.83K1

NET SHARES-16.83K1

SHARES HELD3.06K1

% NET SHARES-649.38%0%

Frequently Asked Questions