How many institutions own PTA 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 PTA shares is 57, representing 22.48% of the company's common stock.

Who are the major shareholders selling Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund stock?

INTEGRATED WEALTH CONCEPTS LLC, in the last quarter, reduced its stake in PTA by -3.97% restricting it's holding to 19.08 thousand shares of worth nearly $389.39K. RAYMOND JAMES FINANCIAL INC also lessened -0.15% of the PTA shares from its portfolio, reducing its holding to 540.42 thousand shares of worth $11.03M. JANE STREET GROUP, LLC also shunned PTA shares holding by -30.67% last quarter which brought its holding to 12.49 thousand shares worth $254.92K.

Investors who are buying PTA stock?

As per its latest 13F filing, ROCKEFELLER CAPITAL MANAGEMENT L.P. increased its stake in PTA by 13.87% in the last quarter. The institutional holder raised its holding to 188.16 thousand shares having worth more than $3.84M. ROYAL BANK OF CANADA also added 6.14% more shares of PTA to its portfolio, raising its holding to 701.77 thousand shares of worth $14.32M. BANK OF AMERICA CORP /DE/ also increased its PTA shares holding by 2.5% which brought its holding to 3.99 million shares worth $81.53M.

PTA's major insiders: who are they?

The insider with the most stakes in PTA is Zaharis-Nikas Elaine , Vice President at the company. Additionally, PTA stock is highly held by director Richards Daphne L and Vice President SCAPELL WILLIAM F among others.

Did an insider recently sell PTA stock?

Company executives, directors, and other insiders own 0% percent of Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which PTA insiders have sold stock, totaling 0 shares. Insiders that have sold shares include WHITEBOX ADVISORS LLC.

How much of PTA does insiders own?

Around 0 Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund shares are held by insiders, which represents about 0% of PTA stock.

Who is the insider with the largest stake?

PTA Vice President, Zaharis-Nikas Elaine holds the largest portfolio of the company's shares. PTA shares owned by Zaharis-Nikas total nearly 6.32 thousand.

Which institution holds the most shares in PTA?

INTEGRATED WEALTH CONCEPTS LLC is the largest institutional owner in PTA which holds 19.08 thousand shares worth $389.39K or 0.04% of the total PTA shares outstanding followed by ROCKEFELLER CAPITAL MANAGEMENT L.P. with ownership of 188.16 thousand shares representing 0.36% of the PTA ownership. RAYMOND JAMES FINANCIAL INC is the third largest stakeholder with 540.42 thousand shares or 1.05% of the ownership worth more than $11.03M.

Is there a short position on PTA's shares?

Number of PTA 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 PTA shares are there?

As of today, null shares of PTA are outstanding.

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

PTA 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 PTA is null.

Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund (PTA) insider trading activity: Get Latest News Today

Q: Which insider recently purchased PTA stock?

There have been 0 transaction(s) during the past 6-months in which Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund insiders have bought stock, totalling 0 shares

Q: Is Cohen & Steers Tax-Advantaged Preferred Securities and Income 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 PTA is concerned, it is a stock which is not optionable.

Stock Outstanding Shares

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

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

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

Major Holders Summary

0% Percentage of Shares held by All Insiders

22.48% Percentage of Shares held by All Institutions

22.48% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 22.48% of PTA shares are held by financial institutions. INTEGRATED WEALTH CONCEPTS LLC is the top corporate investor, holding 19.08K shares valued at $389.39K. A 0.04% stake in Cohen & Steers Tax-Advantaged Preferred Securities and Income Fund is owned by the company. ROCKEFELLER CAPITAL MANAGEMENT L.P. owns 188.16K shares valued at $3.84M, which translates its holding of 0.36% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.04%	19.08K	389.39K	-789	-3.97%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.36%	188.16K	3.84M	22.92K	+13.87%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	540.42K	11.03M	-802	-0.15%
Sep 30, 2025	ROYAL BANK OF CANADA	1.36%	701.77K	14.32M	40.62K	+6.14%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	7.75%	3.99M	81.53M	97.32K	+2.50%
Sep 30, 2025	WPG ADVISERS, LLC	0%	73	1.49K	2	+2.82%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2.65K	54.09K	0	0
Sep 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.01%	2.89K	58.99K	0	0
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	11.62K	237K	244	+2.14%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	8.69K	176.65K	549	+6.74%
Sep 30, 2025	VIRTU FINANCIAL LLC	0.02%	12.02K	245K	12.02K	+100.00%
Sep 30, 2025	JANE STREET GROUP, LLC	0.02%	12.49K	254.92K	-5.52K	-30.67%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	15.1K	308.25K	1.21K	+8.71%
Sep 30, 2025	CREATIVEONE WEALTH, LLC	0.03%	15.4K	314.31K	-100	-0.65%
Sep 30, 2025	NORTHERN TRUST CORP	0.03%	16K	326.56K	16K	+100.00%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.04%	18.09K	369.14K	552	+3.15%
Sep 30, 2025	COMERICA BANK	0.04%	21.43K	437.43K	-2.19K	-9.29%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.04%	22.13K	453.2K	22.13K	+100.00%
Sep 30, 2025	IFP ADVISORS, INC	0%	1.43K	29.25K	0	0
Sep 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	3K	61.23K	0	0
Sep 30, 2025	WHITTIER TRUST CO	0%	166	3.41K	0	0
Sep 30, 2025	SRS CAPITAL ADVISORS, INC.	0%	300	6.12K	300	+100.00%
Sep 30, 2025	ASSETMARK, INC	0%	600	12.25K	0	0
Sep 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	700	14.29K	0	0
Sep 30, 2025	HUNTINGTON NATIONAL BANK	0.01%	4.8K	97.97K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	7.38K	150.63K	0	0
Sep 30, 2025	CERITY PARTNERS LLC	0.21%	106.99K	2.18M	30	+0.03%
Sep 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	7.45K	152.08K	0	0
Sep 30, 2025	LIDO ADVISORS, LLC	0.09%	45.79K	934.47K	5.01K	+12.28%
Sep 30, 2025	CITADEL ADVISORS LLC	0.09%	48.15K	982.74K	8.05K	+20.07%
Sep 30, 2025	K2 PRINCIPAL FUND, L.P.	0.02%	9.8K	200.1K	9.8K	+100.00%
Sep 30, 2025	EQUITABLE HOLDINGS, INC.	0.02%	10.12K	206.59K	10.12K	+100.00%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.02%	11K	224.51K	0	0
Sep 30, 2025	BROWN BROTHERS HARRIMAN & CO	0%	4	82	4	+100.00%
Sep 30, 2025	KIMELMAN & BAIRD, LLC	0%	800	16.33K	0	0
Sep 30, 2025	PINNACLE BANCORP, INC.	0%	804	16.41K	0	0
Sep 30, 2025	LEXAURUM ADVISORS, LLC	0.04%	22.31K	455.34K	90	+0.41%
Sep 30, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.05%	26.14K	533.5K	-37.36K	-58.84%
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	38.89K	793.75K	3.32K	+9.32%
Sep 30, 2025	LPL FINANCIAL LLC	0.1%	50.49K	1.03M	-1.21K	-2.34%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.1%	54.01K	1.1M	-7.28K	-11.87%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.16%	82.19K	1.68M	-1.71K	-2.04%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.03%	16.37K	318.29K	302	+1.88%
Sep 30, 2025	UBS GROUP AG	4.69%	2.42M	49.31M	-111.6K	-4.41%
Sep 30, 2025	MORGAN STANLEY	7.12%	3.67M	74.92M	321.44K	+9.60%
Sep 30, 2025	RFG ADVISORY, LLC	0.05%	25.92K	528.92K	1.53K	+6.28%
Sep 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	0	-	-384	-100.00%
Sep 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0%	0	-	-12.57K	-100.00%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	0	-	-17.54K	-100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.03%	12.89K	263K	126	+0.99%
Sep 30, 2025	OPPENHEIMER & CO INC	0.09%	48.67K	993.29K	3	+0.01%
Sep 30, 2025	WEDBUSH SECURITIES INC	0.11%	55.81K	1.14M	3.23K	+6.13%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.12%	63.66K	1.3M	-96.36K	-60.22%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.12%	63.92K	1.3M	-758	-1.17%
Sep 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.14%	73.39K	1.5M	-10.26K	-12.27%
Sep 30, 2025	BRYN MAWR TRUST CO	0.16%	80.63K	1.65M	0	0
Jun 30, 2025	K2 PRINCIPAL FUND, L.P.	0%	0	-	-11.97K	-100.00%
Jun 30, 2025	EQUITABLE HOLDINGS, INC.	0%	0	-	-13.12K	-100.00%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-21.06K	-100.00%
Jun 30, 2025	POLAR ASSET MANAGEMENT PARTNERS INC.	0.16%	83.65K	1.66M	83.65K	+100.00%
Jun 30, 2025	CERITY PARTNERS LLC	0.21%	106.96K	2.12M	278	+0.26%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.32%	165.24K	3.27M	115.02K	+229.02%
Jun 30, 2025	BANK OF NEW YORK MELLON CORP	0%	0	-	-12K	-100.00%
Jun 30, 2025	WHITTIER TRUST CO	0%	166	3.29K	166	+100.00%
Jun 30, 2025	MORGAN STANLEY	6.5%	3.35M	66.32B	239.46K	+7.70%
Jun 30, 2025	ROYAL BANK OF CANADA	1.28%	661.15K	13.09M	-16.38K	-2.42%
Jun 30, 2025	BRYN MAWR TRUST CO	0.16%	80.63K	1.6M	0	0
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.13%	64.68K	1.28M	11.41K	+21.42%
Jun 30, 2025	US BANCORP \DE\	0%	0	-	-6K	-100.00%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.1%	52.58K	1.04M	3.27K	+6.63%
Jun 30, 2025	RFG ADVISORY, LLC	0.05%	24.38K	482.81K	493	+2.06%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-65	-100.00%
Jun 30, 2025	CREATIVEONE WEALTH, LLC	0.03%	15.5K	306.9K	-6.15K	-28.41%
Jun 30, 2025	MODERA WEALTH MANAGEMENT, LLC	0.02%	12.57K	248.79K	153	+1.23%
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0.01%	7.38K	146.12K	7.38K	+100.00%
Jun 30, 2025	PINNACLE BANCORP, INC.	0%	804	15.92K	804	+100.00%
Jun 30, 2025	KIMELMAN & BAIRD, LLC	0%	800	15.84K	0	0
Jun 30, 2025	ASSETMARK, INC	0%	600	11.88K	600	+100.00%
Jun 30, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	384	7.6K	-935	-70.89%
Jun 30, 2025	WPG ADVISERS, LLC	0%	71	1.41K	-227	-76.17%
Jun 30, 2025	JANE STREET GROUP, LLC	0.03%	18.01K	356.68K	18.01K	+100.00%
Jun 30, 2025	LEXAURUM ADVISORS, LLC	0.04%	22.22K	439.94K	93	+0.42%
Jun 30, 2025	COMERICA BANK	0.05%	23.63K	467.8K	2.64K	+12.59%
Jun 30, 2025	CITADEL ADVISORS LLC	0.08%	40.1K	794.02M	40.1K	+100.00%
Jun 30, 2025	OPPENHEIMER & CO INC	0.09%	48.66K	963.55K	-2.57K	-5.02%
Jun 30, 2025	LPL FINANCIAL LLC	0.1%	51.7K	1.02M	-856	-1.63%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.16%	83.9K	1.66M	6.33K	+8.16%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.31%	160.02K	3.17M	4.86K	+3.13%
Jun 30, 2025	UBS GROUP AG	4.9%	2.53M	50.05M	-40.76K	-1.59%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	7.56%	3.9M	77.17M	135.1K	+3.59%
Jun 30, 2025		0%	71	1.41K	-227	-76.17%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	700	13.86K	-902	-56.30%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	1.89K	37.5K	-210	-9.98%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2.65K	52.47K	0	0
Jun 30, 2025	MASSMUTUAL TRUST CO FSB/ADV	0.01%	2.89K	57.22K	2.89K	+100.00%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	3K	59.4K	0	0
Jun 30, 2025	HUNTINGTON NATIONAL BANK	0.01%	4.8K	95.04K	0	0
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.02%	8.14K	161.24K	1.4K	+20.84%
Jun 30, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.12%	63.5K	1.26M	-1K	-1.55%
Jun 30, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	7.45K	147.54K	0	0
Jun 30, 2025	IFP ADVISORS, INC	0%	1.43K	28.37K	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.02%	11K	217.8K	11K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	11.38K	225K	-454	-3.84%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.05%	541.22K	10.72M	-24.56K	-4.34%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	17.54K	347K	-1.95K	-10.00%
Jun 30, 2025	GLASSMAN WEALTH SERVICES	0%	0	-	-217	-100.00%
Jun 30, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0%	0	-	-500	-100.00%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0%	0	-	-24.42K	-100.00%
Jun 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.02%	12.76K	253K	12.76K	+100.00%
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.04%	19.87K	393.36K	19.87K	+100.00%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.07%	35.57K	704.35K	11.76K	+49.40%
Jun 30, 2025	LIDO ADVISORS, LLC	0.08%	40.78K	807.39K	0	0
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.12%	61.28K	1.21M	-4.54K	-6.90%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0.03%	13.36K	264.53K	12.79K	+2,235.66%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.03%	13.89K	275.05K	50	+0.36%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	17.53K	347.17K	4.03K	+29.81%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0%	0	-	-10.08K	-100.00%
Jun 30, 2025	JOURNEY STRATEGIC WEALTH LLC	0%	0	-	-17.4K	-100.00%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.13%	65.82K	1.28M	14.1K	+27.27%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.15%	77.57K	1.51M	-7.75K	-9.08%
Mar 31, 2025	PETTINGA FINANCIAL ADVISORS, LLC	0.13%	64.5K	1.25M	-14.78K	-18.64%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.1%	53.27K	1.04M	-3.79K	-6.64%
Mar 31, 2025	OPPENHEIMER & CO INC	0.1%	51.23K	995.99K	1.75K	+3.54%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.1%	50.22K	976.35K	1.72K	+3.54%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	7.3%	3.76M	73.14M	119.82K	+3.29%
Mar 31, 2025	LPL FINANCIAL LLC	0.1%	52.55K	1.02M	6.1K	+13.13%
Mar 31, 2025	BRYN MAWR TRUST CO	0.16%	80.63K	1.57M	0	0
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	24.42K	474.71K	-28.72K	-54.04%
Mar 31, 2025	MODERA WEALTH MANAGEMENT, LLC	0.02%	12.41K	241.29K	147	+1.20%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.02%	11.83K	230K	-1.94K	-14.10%
Mar 31, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.02%	10.08K	195.86K	-6.15K	-37.90%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.3%	155.16K	3.02M	47.47K	+44.08%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.03%	13.84K	269.09K	-2	-0.01%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.01%	2.65K	51.52K	2.65K	+100.00%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	2.1K	37.05K	2.1K	+100.00%
Mar 31, 2025		0%	298	5.79K	165	+124.06%
Mar 31, 2025	LINDBROOK CAPITAL, LLC	0%	2K	38.88K	0	0
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0%	1.6K	31.14K	-2	-0.12%
Mar 31, 2025	IFP ADVISORS, INC	0%	1.43K	27.86K	-2.03K	-58.66%
Mar 31, 2025	LIDO ADVISORS, LLC	0.08%	40.78K	792.71K	4.34K	+11.90%
Mar 31, 2025	JOURNEY STRATEGIC WEALTH LLC	0.03%	17.4K	338.26K	4.25K	+32.32%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.04%	19.49K	379K	19.49K	+100.00%
Mar 31, 2025	ACTIVEST WEALTH MANAGEMENT	0.01%	7.45K	144.86K	0	0
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.01%	6.74K	131K	-814	-10.78%
Mar 31, 2025	BANK OF NEW YORK MELLON CORP	0.02%	12K	233.32K	12K	+100.00%
Mar 31, 2025	K2 PRINCIPAL FUND, L.P.	0.02%	11.97K	232.64K	11.97K	+100.00%
Mar 31, 2025	US BANCORP \DE\	0.01%	6K	116.64K	4K	+200.00%
Mar 31, 2025	HUNTINGTON NATIONAL BANK	0.01%	4.8K	93.31K	4.8K	+100.00%
Mar 31, 2025	KIMELMAN & BAIRD, LLC	0%	800	15.55K	0	0
Mar 31, 2025	WEDBUSH SECURITIES INC	0.1%	49.31K	959K	-9.56K	-16.24%
Mar 31, 2025	COMERICA BANK	0.04%	20.98K	407.93K	-226	-1.07%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.03%	13.51K	262.57K	469	+3.60%
Mar 31, 2025	EQUITABLE HOLDINGS, INC.	0.03%	13.12K	255.09K	1.5K	+12.91%
Mar 31, 2025	MORGAN STANLEY	6.03%	3.11M	60.46M	67.97K	+2.23%
Mar 31, 2025	UBS GROUP AG	4.98%	2.57M	49.93M	14.25K	+0.56%
Mar 31, 2025	ROYAL BANK OF CANADA	1.31%	677.53K	13.17M	-3.73K	-0.55%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.1%	565.78K	11M	65.73K	+13.14%
Mar 31, 2025	CERITY PARTNERS LLC	0.21%	106.69K	2.07M	2.98K	+2.87%
Mar 31, 2025	RFG ADVISORY, LLC	0.05%	23.89K	464.45K	2.5K	+11.67%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.05%	23.81K	462.89K	1.28K	+5.67%
Mar 31, 2025	LEXAURUM ADVISORS, LLC	0.04%	22.13K	430.14K	-10.01K	-31.15%
Mar 31, 2025	CREATIVEONE WEALTH, LLC	0.04%	21.65K	420.88K	0	0
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.04%	21.06K	409.46K	-869	-3.96%
Mar 31, 2025	HARBOUR INVESTMENTS, INC.	0.01%	3K	58.32K	100	+3.45%
Mar 31, 2025	GENEOS WEALTH MANAGEMENT INC.	0%	1.32K	25.64K	1.22K	+1,273.96%
Mar 31, 2025	ELEQUIN SECURITIES, LLC	0%	572	11.12K	572	+100.00%
Mar 31, 2025	PRIVATE WEALTH ASSET MANAGEMENT, LLC	0%	500	9.72K	500	+100.00%
Mar 31, 2024	ATRIA WEALTH SOLUTIONS, INC.	0.04%	23.08K	452.5K	-800	-3.35%
Mar 31, 2024	VIMA LLC	0%	0	-	-582	-100.00%
Mar 31, 2024	ELEQUIN SECURITIES, LLC	0%	0	-	-2.56K	-100.00%
Mar 31, 2024	QUADRATURE CAPITAL LTD	0%	0	-	-18.08K	-100.00%
Mar 31, 2024	PENSERRA CAPITAL MANAGEMENT LLC	0%	0	-	-377.6K	-100.00%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	0	-	-600	-100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0%	0	-	-50.71K	-100.00%
Mar 31, 2024	WEISS ASSET MANAGEMENT LP	0%	0	-	-27.67K	-100.00%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0%	0	-	-4.98K	-100.00%
Mar 31, 2024	US BANCORP \DE\	0%	0	-	-1K	-100.00%
Mar 31, 2024	LINDBROOK CAPITAL, LLC	0%	2K	39.22K	0	0
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	2.5K	49.03K	2.5K	+100.00%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	3.78K	74.13K	538	+16.59%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.01%	5.5K	107.93K	-204	-3.57%
Mar 31, 2024	ACTIVEST WEALTH MANAGEMENT	0.01%	7.35K	144.08K	7.35K	+100.00%
Mar 31, 2024	REGISTER FINANCIAL ADVISORS LLC	0.02%	8.47K	166.04K	8.47K	+100.00%
Mar 31, 2024	MILLENNIUM MANAGEMENT LLC	0.02%	10.73K	210.46K	10.73K	+100.00%
Mar 31, 2024	CETERA ADVISOR NETWORKS LLC	0.02%	10.74K	210.52K	10.74K	+100.00%
Mar 31, 2024	PETTINGA FINANCIAL ADVISORS, LLC	0.03%	16.85K	330.43K	-79.78K	-82.56%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.03%	17.3K	339K	17.3K	+100.00%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	17.39K	341K	-1.73K	-9.06%
Mar 31, 2024	COMERICA BANK	0.04%	20.65K	404.86K	3.83K	+22.76%
Mar 31, 2024	LPL FINANCIAL LLC	0.04%	23.24K	455.65K	-17.76K	-43.32%
Mar 31, 2024	ROYAL BANK OF CANADA	1.08%	595.92K	11.69M	-127.4K	-17.61%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	5.72%	3.16M	61.98M	843.38K	+36.39%
Mar 31, 2024	MORGAN STANLEY	6.04%	3.34M	65.45M	-83.52K	-2.44%
Mar 31, 2024	MODERA WEALTH MANAGEMENT, LLC	0.02%	10.88K	213.32K	123	+1.14%
Mar 31, 2024	EQUITABLE HOLDINGS, INC.	0.02%	11.12K	218.1K	11.12K	+100.00%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.02%	11.28K	221.29K	11.28K	+100.00%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.02%	12.9K	253K	2.59K	+25.16%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.02%	13.64K	267.4K	-550	-3.88%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.07%	38.32K	751.5K	38.32K	+100.00%
Mar 31, 2024	LEXAURUM ADVISORS, LLC	0.08%	46.31K	908.11K	-26.73K	-36.60%
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0%	525	10.3K	525	+100.00%
Mar 31, 2024	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0%	700	13.73K	0	0
Mar 31, 2024	NBC SECURITIES, INC.	0%	1K	19K	0	0
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.03%	17.22K	337.67K	94	+0.55%
Mar 31, 2024	INVESCO LTD.	0.05%	28.39K	556.69K	-18.55K	-39.52%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.06%	30.59K	599.86K	-27.68K	-47.50%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.06%	31.08K	609.38K	-300	-0.96%
Mar 31, 2024	LIDO ADVISORS, LLC	0.06%	34.38K	674.27K	0	0
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.09%	52.39K	1.01M	52.39K	+100.00%
Mar 31, 2024	WEDBUSH SECURITIES INC	0.11%	58.64K	1.15M	-4.33K	-6.87%
Mar 31, 2024	OPPENHEIMER & CO INC	0.11%	58.67K	1.15M	12.61K	+27.37%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0.15%	85.2K	1.59M	-1.93K	-2.22%
Mar 31, 2024	CERITY PARTNERS LLC	0.19%	106.04K	2.08M	3.54K	+3.46%
Mar 31, 2024	STIFEL FINANCIAL CORP	0.21%	116.41K	2.28M	-13.33K	-10.27%
Mar 31, 2024	AMUNDI	0.39%	213.02K	3.91M	0	0
Mar 31, 2024	SIT INVESTMENT ASSOCIATES INC	0.55%	301.95K	5.92M	-290.44K	-49.03%
Mar 31, 2024	UBS GROUP AG	4.57%	2.53M	49.58M	-67.3K	-2.59%
Dec 31, 2023	PETTINGA FINANCIAL ADVISORS, LLC	0.17%	96.63K	1.74M	96.63K	+100.00%
Dec 31, 2023	STIFEL FINANCIAL CORP	0.23%	129.73K	2.34M	-27.1K	-17.28%
Dec 31, 2023	AMUNDI	0.39%	213.02K	3.96M	0	0
Dec 31, 2023	PENSERRA CAPITAL MANAGEMENT LLC	0.68%	377.6K	6.8M	26.14K	+7.44%
Dec 31, 2023	SIT INVESTMENT ASSOCIATES INC	1.07%	592.39K	10.67M	121.26K	+25.74%
Dec 31, 2023	ROYAL BANK OF CANADA	1.31%	723.32K	13.03M	197.34K	+37.52%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	4.19%	2.32M	41.74M	291.2K	+14.37%
Dec 31, 2023	UBS GROUP AG	4.69%	2.6M	46.75M	247.08K	+10.52%
Dec 31, 2023	MORGAN STANLEY	6.19%	3.42M	61.62M	-557.56K	-14.01%
Dec 31, 2023	ACTIVEST WEALTH MANAGEMENT	0%	0	-	-7.03K	-100.00%
Dec 31, 2023	RED DOOR WEALTH MANAGEMENT, LLC	0%	0	-	-15.8K	-100.00%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0%	0	-	-179	-100.00%
Dec 31, 2023	RFG ADVISORY, LLC	0%	0	-	-29.15K	-100.00%
Dec 31, 2023	JPMORGAN CHASE & CO	0%	0	-	-648	-100.00%
Dec 31, 2023		0%	582	10.48K	582	+100.00%
Dec 31, 2023	ALLWORTH FINANCIAL LP	0%	600	10.81K	600	+100.00%
Dec 31, 2023	CERITY PARTNERS LLC	0.19%	102.5K	1.85M	2.5K	+2.50%
Dec 31, 2023	PRINCETON GLOBAL ASSET MANAGEMENT LLC	0%	700	12.61K	0	0
Dec 31, 2023	NBC SECURITIES, INC.	0%	1K	18K	0	0
Dec 31, 2023	US BANCORP \DE\	0%	1K	18.01K	0	0
Dec 31, 2023	LINDBROOK CAPITAL, LLC	0%	2K	36.02K	2K	+100.00%
Dec 31, 2023	ELEQUIN SECURITIES, LLC	0%	2.56K	46.11K	2.56K	+100.00%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	3.24K	58.4K	22	+0.68%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.01%	4.98K	89.71K	4.98K	+100.00%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.01%	5.71K	102.8K	-8.16K	-58.83%
Dec 31, 2023	ENVESTNET ASSET MANAGEMENT INC	0.02%	10.31K	185.64K	-8.37K	-44.81%
Dec 31, 2023	MODERA WEALTH MANAGEMENT, LLC	0.02%	10.76K	193.7K	128	+1.20%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.03%	14.19K	255.49K	14.19K	+100.00%
Dec 31, 2023	COMERICA BANK	0.03%	16.82K	302.88K	-1.98K	-10.51%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.03%	17.13K	308.42K	-165	-0.95%
Dec 31, 2023	QUADRATURE CAPITAL LTD	0.03%	18.08K	324.72K	18.08K	+100.00%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.03%	19.12K	344K	278	+1.48%
Dec 31, 2023	ATRIA WEALTH SOLUTIONS, INC.	0.04%	23.88K	429.99K	-1.75K	-6.83%
Dec 31, 2023	WEISS ASSET MANAGEMENT LP	0.05%	27.67K	498.32K	27.67K	+100.00%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.06%	31.38K	565.06K	15.64K	+99.42%
Dec 31, 2023	LIDO ADVISORS, LLC	0.06%	34.38K	619.26K	34.38K	+100.00%
Dec 31, 2023	LPL FINANCIAL LLC	0.07%	41K	738.38K	-3.65K	-8.17%
Dec 31, 2023	OPPENHEIMER & CO INC	0.08%	46.06K	829.61K	11.16K	+31.96%
Dec 31, 2023	INVESCO LTD.	0.08%	46.94K	845.37K	-8.01K	-14.58%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.09%	50.71K	913.23K	50.71K	+100.00%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	58.27K	1.05M	-19.45K	-25.02%
Dec 31, 2023	WEDBUSH SECURITIES INC	0.11%	62.96K	1.13M	12.84K	+25.61%
Dec 31, 2023	LEXAURUM ADVISORS, LLC	0.13%	73.04K	1.32M	-12.25K	-14.37%
Dec 31, 2023	RELATIVE VALUE PARTNERS GROUP, LLC	0.16%	87.14K	1.57M	35.38K	+68.37%

Insiders

Among the PTA insiders holding of 0% of the stake in company, ZAHARIS-NIKAS ELAINE, Vice President, holds the largest shares of 6.32K. RICHARDS DAPHNE L, director, is the second largest PTA insider with ownership of 4.04K shares. SCAPELL WILLIAM F, Vice President, stands third with possession of 3K shares of that stake.

Insiders	Designation	Shares Held
ZAHARIS-NIKAS ELAINE	Vice President	6.32K
RICHARDS DAPHNE L	director	4.04K
SCAPELL WILLIAM F	Vice President	3K
DOROST JERRY	Vice President	2K
JUNKANS DEAN	director	1K
MAGPIONG JANE F.	director	613
CLARK MICHAEL G	director	600
ROGERS-WINDSOR RAMONA LYNN	director	562
WHITEBOX ADVISORS LLC	10 percent owner	504
MAGINNIS GERALD J.	director	400
WARD C EDWARD JR	director	400

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Oct 11, 2023	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	17.27	115	1.99K	562
Jul 06, 2023	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	17.23	125	2.15K	447
Dec 28, 2022	DOROST JERRY	PURCHASE	17.57	2K	35.14K	2K
Dec 23, 2022	MAGPIONG JANE F.	PURCHASE	18.04	175	3.16K	613
Feb 17, 2022	ZAHARIS-NIKAS ELAINE	PURCHASE	21.82	2.3K	50.19K	6.32K
Feb 14, 2022	SCAPELL WILLIAM F	PURCHASE	21.86	3K	65.57K	3K
Dec 17, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	23.73	100	2.37K	300
Aug 17, 2021	ZAHARIS-NIKAS ELAINE	PURCHASE	25.54	4K	102.16K	12.8K
Apr 06, 2021	RICHARDS DAPHNE L	PURCHASE	24.94	40	997.6	4.04K
Apr 01, 2021	ROGERS-WINDSOR RAMONA LYNN	PURCHASE	24.90	200	4.98K	200
Mar 05, 2021	MAGINNIS GERALD J.	PURCHASE	24.95	400	9.98K	400
Feb 03, 2021	ZAHARIS-NIKAS ELAINE	PURCHASE	25.28	400	10.11K	8.4K
Feb 02, 2021	ZAHARIS-NIKAS ELAINE	PURCHASE	25.30	4K	101.19K	8K
Feb 01, 2021	ZAHARIS-NIKAS ELAINE	PURCHASE	25.37	4K	101.47K	4K
Dec 16, 2020	JUNKANS DEAN	PURCHASE	25.57	1K	25.57K	1K
Dec 15, 2020	CLARK MICHAEL G	PURCHASE	25.90	600	15.54K	600
Nov 10, 2020	MAGPIONG JANE F.	PURCHASE	25.10	438	10.99K	438
Oct 30, 2020	WARD C EDWARD JR	PURCHASE	25.00	400	10K	400
Oct 30, 2020	RICHARDS DAPHNE L	PURCHASE	25.00	4K	100K	4K
Aug 31, 2005	WHITEBOX ADVISORS LLC	SALE	9.75	10K	97.5K	504
Aug 03, 2005	WHITEBOX ADVISORS LLC	SALE	7.00	150K	1.05M	2.15M
Jul 28, 2005	WHITEBOX ADVISORS LLC	SALE	10.26	1.1K	11.29K	504
Jul 27, 2005	WHITEBOX ADVISORS LLC	SALE	10.36	400	4.14K	504
Jul 25, 2005	WHITEBOX ADVISORS LLC	SALE	10.60	500	5.3K	504
Jul 14, 2005	WHITEBOX ADVISORS LLC	SALE	9.88	2.9K	28.65K	504
Jul 13, 2005	WHITEBOX ADVISORS LLC	SALE	10.70	600	6.42K	504
Jul 12, 2005	WHITEBOX ADVISORS LLC	SALE	9.99	700	6.99K	504
Jul 11, 2005	WHITEBOX ADVISORS LLC	SALE	9.80	1.8K	17.64K	504
Jul 07, 2005	WHITEBOX ADVISORS LLC	SALE	2.42	500	1.21K	2.02K
Jul 06, 2005	WHITEBOX ADVISORS LLC	SALE	2.40	500	1.2K	2.02K
Jun 30, 2005	WHITEBOX ADVISORS LLC	SALE	2.38	600	1.43K	2.02K
Jun 24, 2005	WHITEBOX ADVISORS LLC	SALE	2.43	900	2.19K	2.02K
Jun 23, 2005	WHITEBOX ADVISORS LLC	SALE	2.44	4.2K	10.25K	2.02K
Jun 22, 2005	WHITEBOX ADVISORS LLC	SALE	2.44	200	488	2.02K
Jun 17, 2005	WHITEBOX ADVISORS LLC	SALE	2.45	800	1.96K	2.02K
Jun 15, 2005	WHITEBOX ADVISORS LLC	SALE	2.43	200	486	2.02K
Jun 14, 2005	WHITEBOX ADVISORS LLC	SALE	2.42	300	726	2.02K
Jun 10, 2005	WHITEBOX ADVISORS LLC	SALE	2.46	5K	12.3K	2.02K
Jun 09, 2005	WHITEBOX ADVISORS LLC	SALE	2.47	7.1K	17.54K	2.02K
Jun 08, 2005	WHITEBOX ADVISORS LLC	SALE	2.46	3.9K	9.59K	2.02K
Jun 07, 2005	WHITEBOX ADVISORS LLC	SALE	1.75	0	-	9.02M
Jun 06, 2005	WHITEBOX ADVISORS LLC	SALE	2.31	1.9K	4.39K	2.02K
Jun 03, 2005	WHITEBOX ADVISORS LLC	SALE	2.26	2.3K	5.2K	2.02K
Jun 02, 2005	WHITEBOX ADVISORS LLC	SALE	2.23	1K	2.23K	2.02K
Jun 01, 2005	WHITEBOX ADVISORS LLC	SALE	2.22	1.2K	2.66K	2.02K
May 26, 2005	WHITEBOX ADVISORS LLC	SALE	2.21	10K	22.1K	2.02K
May 25, 2005	WHITEBOX ADVISORS LLC	SALE	2.11	4.7K	9.92K	2.02K
Nov 24, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	400K	700K	9.08M
Nov 05, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	600K	1.05M	8.34M
Sep 28, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	200K	350K	7.99M
Sep 10, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	500K	875K	7.88M
Jul 27, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	100K	175K	7.52M
Jun 09, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	500K	875K	7.46M
May 24, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	281K	491.75K	7.18M
Apr 16, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	400K	700K	6.96M
Mar 26, 2004	WHITEBOX ADVISORS LLC	SALE	1.75	500K	875K	6.39M
Mar 05, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	100K	175K	6.45M
Feb 20, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.71	99	169.29	2.02K
Feb 19, 2004	WHITEBOX ADVISORS LLC	SALE	1.79	7.2K	12.89K	1.92K
Feb 18, 2004	WHITEBOX ADVISORS LLC	SALE	1.79	19K	34.01K	9.12K
Feb 03, 2004	WHITEBOX ADVISORS LLC	PURCHASE	1.75	1.3M	2.28M	5.21M
Jan 29, 2004	WHITEBOX ADVISORS LLC	SALE	1.75	700K	1.23M	4.7M
Jan 26, 2004	WHITEBOX ADVISORS LLC	SALE	1.78	50K	89K	0
Jan 23, 2004	WHITEBOX ADVISORS LLC	SALE	1.76	60K	105.6K	0

Frequently Asked Questions