How many institutions own NIE 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 NIE shares is 95, representing 25.65% of the company's common stock.

Who are the major shareholders selling Virtus Equity & Convertible Income Fund stock?

RAYMOND JAMES FINANCIAL INC, in the last quarter, reduced its stake in NIE by -1.09% restricting it's holding to 460.96 thousand shares of worth nearly $11.49M. INTEGRATED WEALTH CONCEPTS LLC also lessened -16.44% of the NIE shares from its portfolio, reducing its holding to 46.3 thousand shares of worth $1.15M. STIFEL FINANCIAL CORP also shunned NIE shares holding by -44.58% last quarter which brought its holding to 43.78 thousand shares worth $1.09M.

Investors who are buying NIE stock?

As per its latest 13F filing, SABA CAPITAL MANAGEMENT, L.P. increased its stake in NIE by 100% in the last quarter. The institutional holder raised its holding to 298.2 thousand shares having worth more than $7.43M. LPL FINANCIAL LLC also added 26.71% more shares of NIE to its portfolio, raising its holding to 269.95 thousand shares of worth $6.73M. CSS LLC/IL also increased its NIE shares holding by 0.91% which brought its holding to 16.67 thousand shares worth $415.37K.

NIE's major insiders: who are they?

The insider with the most stakes in NIE is STICKNEY WILLIAM , at the company. Additionally, NIE stock is highly held by President and CEO AYLWARD GEORGE R and YEE MICHAEL among others.

Did an insider recently sell NIE stock?

Company executives, directors, and other insiders own N/A percent of Virtus Equity & Convertible Income Fund's stock. Within the last six months, there have been 0 transaction(s) in which NIE insiders have sold stock, totaling 0 shares. Insiders that have sold shares include FORSYTH DOUGLAS and ALLIANZ GLOBAL INVESTORS OF AMERICA L P.

Which insider recently purchased NIE stock?

There have been 0 transaction(s) during the past 6-months in which Virtus Equity & Convertible Income Fund insiders have bought stock, totalling 0 shares

How much of NIE does insiders own?

Around 0 Virtus Equity & Convertible Income Fund shares are held by insiders, which represents about N/A of NIE stock.

Who is the insider with the largest stake?

NIE , STICKNEY WILLIAM holds the largest portfolio of the company's shares. NIE shares owned by STICKNEY total nearly 5.04 thousand.

Which institution holds the most shares in NIE?

DAYMARK WEALTH PARTNERS, LLC is the largest institutional owner in NIE which holds 9.66 thousand shares worth $240.75K or 0.03% of the total NIE shares outstanding followed by JOEL ISAACSON & CO., LLC with ownership of 10 thousand shares representing 0.04% of the NIE ownership. SMH CAPITAL ADVISORS INC is the third largest stakeholder with 10.69 thousand shares or 0.04% of the ownership worth more than $266.36K.

Is Virtus Equity & Convertible 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 NIE is concerned, it is a stock which is not optionable.

Is there a short position on NIE's shares?

Number of NIE 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 NIE shares are there?

As of today, null shares of NIE are outstanding.

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

NIE 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 NIE is null.

Virtus Equity & Convertible Income Fund (NIE) 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

25.65% Percentage of Shares held by All Institutions

25.65% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 25.65% of NIE shares are held by financial institutions. DAYMARK WEALTH PARTNERS, LLC is the top corporate investor, holding 9.66K shares valued at $240.75K. A 0.03% stake in Virtus Equity & Convertible Income Fund is owned by the company. JOEL ISAACSON & CO., LLC owns 10K shares valued at $249.20K, which translates its holding of 0.04% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Dec 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.03%	9.66K	240.75K	0	0
Dec 31, 2025	JOEL ISAACSON & CO., LLC	0.04%	10K	249.2K	0	0
Dec 31, 2025	SMH CAPITAL ADVISORS INC	0.04%	10.69K	266.36K	0	0
Dec 31, 2025	RAYMOND JAMES FINANCIAL INC	1.66%	460.96K	11.49M	-5.1K	-1.09%
Dec 31, 2025	SABA CAPITAL MANAGEMENT, L.P.	1.08%	298.2K	7.43M	298.2K	+100.00%
Dec 31, 2025	LPL FINANCIAL LLC	0.97%	269.95K	6.73M	56.9K	+26.71%
Dec 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.17%	46.3K	1.15M	-9.11K	-16.44%
Dec 31, 2025	STIFEL FINANCIAL CORP	0.16%	43.78K	1.09M	-35.22K	-44.58%
Dec 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.06%	16.8K	418.76K	-15.01K	-47.18%
Dec 31, 2025	CSS LLC/IL	0.06%	16.67K	415.37K	151	+0.91%
Dec 31, 2025	BRICK & KYLE, ASSOCIATES	0.06%	16.48K	411K	-369	-2.19%
Dec 31, 2025	PFG INVESTMENTS, LLC	0.05%	14.97K	372.92K	46	+0.31%
Dec 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	14.63K	364.67K	-160	-1.08%
Dec 31, 2025	SANCTUARY ADVISORS, LLC	0.04%	11.85K	295.3K	0	0
Dec 31, 2025	AMERIPRISE FINANCIAL INC	0.12%	34.12K	850.34K	-6.06K	-15.07%
Dec 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.15%	41.52K	1.03M	19.7K	+90.31%
Dec 31, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.19%	52K	1.3M	28.34K	+119.75%
Dec 31, 2025	INVESCO LTD.	0.4%	112K	2.79M	5.36K	+5.02%
Dec 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	31.25K	778.85K	-1.04K	-3.23%
Dec 31, 2025	GUGGENHEIM CAPITAL LLC	1.73%	479.04K	11.94M	58.66K	+13.95%
Dec 31, 2025	HUNTLEIGH ADVISORS, INC.	0.03%	9.38K	233.73K	165	+1.79%
Dec 31, 2025	KOVACK ADVISORS, INC.	0.04%	10.14K	254.13K	10.14K	+100.00%
Dec 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.45%	401.95K	10.17M	5.96K	+1.50%
Dec 31, 2025	MORGAN STANLEY	1.93%	533.78K	13.3M	-3.74K	-0.70%
Dec 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	3.12%	863.32K	21.51M	3K	+0.35%
Dec 31, 2025	WELLS FARGO & COMPANY/MN	3.47%	961.98K	23.97M	-65.63K	-6.39%
Dec 31, 2025	CALAMOS ADVISORS LLC	0.15%	42.19K	1.05M	25.96K	+159.89%
Dec 31, 2025	D.A. DAVIDSON & CO.	0.29%	79.94K	1.99M	9.49K	+13.47%
Dec 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	83.55K	2.08M	370	+0.44%
Dec 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.07%	18.48K	460.47K	-291	-1.55%
Dec 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	20.43K	509.11K	1.46K	+7.68%
Dec 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.08%	21.51K	536.01K	0	0
Dec 31, 2025	TRUIST FINANCIAL CORP	0.08%	21.57K	537.53K	0	0
Dec 31, 2025	CETERA INVESTMENT ADVISERS	0.09%	24.95K	621.71K	2.87K	+12.98%
Dec 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.09%	25.77K	642.16K	1.96K	+8.23%
Dec 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.1%	26.41K	658.17K	886	+3.47%
Dec 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	39.89K	994.05K	87	+0.22%
Dec 31, 2025	KEYSTONE FINANCIAL GROUP	0.18%	48.61K	1.21M	-722	-1.46%
Dec 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.2%	55.73K	1.39M	-4.25K	-7.09%
Dec 31, 2025	STOLPER CO	0.12%	32.64K	813K	719	+2.25%
Dec 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	35.85K	893K	0	0
Dec 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.13%	35.9K	894.63K	7.48K	+26.31%
Dec 31, 2025	ROYAL BANK OF CANADA	2.06%	571.16K	14.23M	11.08K	+1.98%
Dec 31, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	14.45K	360.14K	0	0
Dec 31, 2025	DAVID J YVARS GROUP	0.08%	21.14K	526.7K	3.62K	+20.63%
Dec 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0.04%	10K	249.2K	0	0
Dec 31, 2025	ALLWORTH FINANCIAL LP	0.11%	31.25K	778.76K	-2.84K	-8.33%
Dec 31, 2025		0.11%	29.52K	735.74K	-509	-1.69%
Dec 31, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	27.87K	694.33K	-257	-0.91%
Dec 31, 2025	OXENFREE CAPITAL LLC	0.2%	56.64K	1.41M	556	+0.99%
Dec 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.24%	67.18K	1.67M	13.82K	+25.89%
Dec 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.24%	67.52K	1.73M	-37.85K	-35.92%
Dec 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	90.27K	2.25M	-2K	-2.17%
Dec 31, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.38%	105.59K	2.63M	8.5K	+8.75%
Dec 31, 2025	CORNERSTONE ADVISORS, LLC	0.39%	108.97K	2.72M	-115.01K	-51.35%
Dec 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.41%	113.75K	2.83M	-51.72K	-31.26%
Dec 31, 2025	BANK OF AMERICA CORP /DE/	0.43%	120.13K	2.99M	-6.34K	-5.01%
Dec 31, 2025	UBS GROUP AG	0.5%	139.66K	3.48M	-30.27K	-17.81%
Dec 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.78%	216.01K	5.38M	2.3K	+1.08%
Dec 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	12.54K	312.37K	0	0
Dec 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.05%	14.05K	350K	-1.25K	-8.15%
Dec 31, 2025	WEDBUSH SECURITIES INC	0.05%	12.52K	312K	3.01K	+31.62%
Dec 31, 2025	ROTHSCHILD INVESTMENT LLC	0.1%	28.99K	722.46K	0	0
Sep 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	17.48K	438.82K	101	+0.58%
Sep 30, 2025	CALAMOS ADVISORS LLC	0.06%	16.23K	407.61K	16.23K	+100.00%
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0.06%	15.29K	384K	3.66K	+31.47%
Sep 30, 2025	BRICK & KYLE, ASSOCIATES	0.06%	16.85K	423K	-724	-4.12%
Sep 30, 2025	PFG INVESTMENTS, LLC	0.05%	14.92K	374.61K	45	+0.30%
Sep 30, 2025		0.11%	30.03K	754.13K	30.03K	+100.00%
Sep 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	14.79K	371.46K	-261	-1.73%
Sep 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	12.54K	298.83K	0	0
Sep 30, 2025	SMH CAPITAL ADVISORS INC	0.04%	10.69K	277.17K	144	+1.37%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.04%	10K	251.1K	0	0
Sep 30, 2025	GLOBAL ASSETS ADVISORY, LLC	0.04%	10K	251.1K	0	0
Sep 30, 2025	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC	0.04%	9.91K	248.72K	9.91K	+100.00%
Sep 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.03%	9.66K	242.59K	0	0
Sep 30, 2025	WEDBUSH SECURITIES INC	0.03%	9.51K	239K	-1.49K	-13.56%
Sep 30, 2025	DAVENPORT & CO LLC	0.03%	9.25K	232.17K	-419	-4.34%
Sep 30, 2025	HUNTLEIGH ADVISORS, INC.	0.03%	9.21K	231.37K	63	+0.69%
Sep 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	8.98K	225.4K	114	+1.29%
Sep 30, 2025	SILVERLAKE WEALTH MANAGEMENT LLC	0.03%	8.16K	204.97K	8.16K	+100.00%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	1.69%	466.06K	11.7M	-5.77K	-1.22%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	1.52%	420.38K	10.56M	-10.07K	-2.34%
Sep 30, 2025	LPL FINANCIAL LLC	0.77%	213.05K	5.35M	22.97K	+12.09%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.6%	165.47K	4.16M	2.33K	+1.43%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.46%	126.46K	3.18M	-6.17K	-4.65%
Sep 30, 2025	INVESCO LTD.	0.39%	106.64K	2.68M	-7.18K	-6.31%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.38%	105.37K	2.65M	3.88K	+3.82%
Sep 30, 2025	PENSIONMARK FINANCIAL GROUP, LLC	0.35%	97.09K	2.44M	97.09K	+100.00%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.33%	92.27K	2.3M	2.93K	+3.28%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.3%	83.18K	2.09M	-5.55K	-6.25%
Sep 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.22%	59.98K	1.51M	0	0
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	39.8K	999.46K	181	+0.46%
Sep 30, 2025	ALLWORTH FINANCIAL LP	0.12%	34.09K	855.94K	-2.47K	-6.75%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	32.3K	810.98K	-1.28K	-3.81%
Sep 30, 2025	STOLPER CO	0.12%	31.92K	802K	18	+0.06%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.12%	31.82K	798.9K	-1.84K	-5.46%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	28.42K	714K	-1.1K	-3.73%
Sep 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.09%	25.53K	640.96K	908	+3.69%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.08%	22.08K	554.46K	3.2K	+16.96%
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.08%	21.82K	547.83K	-30.23K	-58.08%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.08%	21.57K	541.63K	0	0
Sep 30, 2025	CSS LLC/IL	0.06%	16.52K	414.74K	16.52K	+100.00%
Sep 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.06%	15.66K	393.3K	0	0
Sep 30, 2025	WELLS FARGO & COMPANY/MN	3.72%	1.03M	25.8M	17.46K	+1.73%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	3.11%	860.32K	21.6M	-134.54K	-13.52%
Sep 30, 2025	ROYAL BANK OF CANADA	2.03%	560.08K	14.06M	3.47K	+0.62%
Sep 30, 2025	MORGAN STANLEY	1.94%	537.52K	13.5M	-35.21K	-6.15%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.43%	395.99K	10.05M	10.45K	+2.71%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	0.81%	223.99K	5.62M	110.79K	+97.88%
Sep 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.77%	213.71K	5.37M	2.25K	+1.06%
Sep 30, 2025	UBS GROUP AG	0.61%	169.93K	4.27M	-3.18K	-1.84%
Sep 30, 2025	D.A. DAVIDSON & CO.	0.25%	70.45K	1.77M	44.87K	+175.42%
Sep 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.2%	55.41K	1.39M	-2.97K	-5.09%
Sep 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.08%	21.51K	540.09K	0	0
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.07%	18.97K	476.42K	-2.78K	-12.79%
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.07%	18.77K	471.29K	-7.41K	-28.31%
Sep 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.19%	53.37K	1.34M	27.46K	+105.96%
Sep 30, 2025	SANCTUARY ADVISORS, LLC	0.09%	23.7K	545.46K	11.85K	+100.00%
Sep 30, 2025	ROTHSCHILD INVESTMENT LLC	0.1%	28.99K	727.96K	0	0
Sep 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	28.12K	706.04K	-249	-0.88%
Sep 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.09%	23.81K	597.86K	3.99K	+20.14%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.29%	79K	1.98M	-357	-0.45%
Sep 30, 2025	OXENFREE CAPITAL LLC	0.2%	56.09K	1.43M	-16.08K	-22.28%
Sep 30, 2025	KEYSTONE FINANCIAL GROUP	0.18%	49.34K	1.24M	-1.63K	-3.19%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.15%	40.18K	1.01M	4.71K	+13.26%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	35.85K	900K	0	0
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.09%	23.66K	594.15K	2.22K	+10.33%
Sep 30, 2025	DAVID J YVARS GROUP	0.06%	17.52K	439.96K	8.34K	+90.86%
Jun 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0.08%	21.76K	519.98K	5.46K	+33.50%
Jun 30, 2025	FUTURE FINANCIAL WEALTH MANAGMENT LLC	0%	1K	23.9K	0	0
Jun 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	950	22.71K	0	0
Jun 30, 2025	MORGAN STANLEY	2.07%	572.72K	13.69M	15.7K	+2.82%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.04%	10K	239K	0	0
Jun 30, 2025	GLOBAL ASSETS ADVISORY, LLC	0.04%	10K	238.4K	-20K	-66.67%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.03%	7.15K	170.94K	227	+3.28%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0.01%	1.65K	39.44K	0	0
Jun 30, 2025	CORECAP ADVISORS, LLC	0%	1.3K	31.07K	0	0
Jun 30, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.21%	58.39K	1.4M	4.77K	+8.89%
Jun 30, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.09%	24.62K	588.37K	734	+3.07%
Jun 30, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	12.54K	299.59K	-125	-0.99%
Jun 30, 2025	WEDBUSH SECURITIES INC	0.04%	11.01K	263K	-283	-2.51%
Jun 30, 2025	SMH CAPITAL ADVISORS INC	0.04%	10.55K	252.02K	-100	-0.94%
Jun 30, 2025	DAVENPORT & CO LLC	0.03%	9.67K	230.99K	0	0
Jun 30, 2025	DAYMARK WEALTH PARTNERS, LLC	0.03%	9.66K	230.9K	-300	-3.01%
Jun 30, 2025	DAVID J YVARS GROUP	0.03%	9.18K	219.4K	9.18K	+100.00%
Jun 30, 2025		0.03%	9.15K	218.7K	9.15K	+100.00%
Jun 30, 2025	WOLFF WIESE MAGANA LLC	0.02%	4.25K	101.53K	0	0
Jun 30, 2025	EASTERN BANK	0%	1.3K	31.02K	0	0
Jun 30, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.76%	211.46K	5.05M	5.12K	+2.48%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	0.41%	113.19K	2.71M	113.19K	+100.00%
Jun 30, 2025	TSFG, LLC	0%	754	18K	0	0
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0%	477	11.4K	375	+367.65%
Jun 30, 2025	WESTSIDE INVESTMENT MANAGEMENT, INC.	0%	350	8.37K	0	0
Jun 30, 2025	GARDE CAPITAL, INC.	0%	200	4.78K	200	+100.00%
Jun 30, 2025	STRENGTHENING FAMILIES & COMMUNITIES, LLC	0%	176	4.2K	4	+2.33%
Jun 30, 2025	CREEKMUR ASSET MANAGEMENT LLC	0%	2	54	0	0
Jun 30, 2025	JPMORGAN CHASE & CO	0%	0	-	-1.96K	-100.00%
Jun 30, 2025	COLDSTREAM CAPITAL MANAGEMENT INC	0%	0	-	-1.93K	-100.00%
Jun 30, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0%	0	-	-60K	-100.00%
Jun 30, 2025	ROYAL BANK OF CANADA	2.01%	556.62K	13.3M	-2.95K	-0.53%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	1.71%	471.83K	11.28M	-1.29K	-0.27%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.39%	385.54K	9.28M	9.45K	+2.51%
Jun 30, 2025	LPL FINANCIAL LLC	0.69%	190.08K	4.54M	12.66K	+7.14%
Jun 30, 2025	UBS GROUP AG	0.63%	173.11K	4.14M	-7.31K	-4.05%
Jun 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.59%	163.14K	3.9M	154.21K	+1,725.89%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.48%	132.63K	3.17M	-3.29K	-2.42%
Jun 30, 2025	INVESCO LTD.	0.41%	113.83K	2.72M	-16.28K	-12.51%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.32%	88.72K	2.12M	-2.09K	-2.30%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.29%	79.36K	1.9M	51.76K	+187.56%
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.13%	35.47K	847.8K	3.4K	+10.60%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.12%	33.66K	804.35K	-954	-2.76%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.12%	33.58K	802.52K	3.52K	+11.73%
Jun 30, 2025	STOLPER CO	0.12%	31.91K	763K	1.17K	+3.82%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	29.52K	706K	-2.58K	-8.05%
Jun 30, 2025	ROTHSCHILD INVESTMENT LLC	0.1%	28.99K	692.89K	-450	-1.53%
Jun 30, 2025	PROSPERA FINANCIAL SERVICES INC	0.1%	28.37K	677.97K	28.37K	+100.00%
Jun 30, 2025	CENTURION WEALTH MANAGEMENT LLC	0.08%	21.51K	514.07K	-352	-1.61%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.08%	21.45K	512.57K	21.45K	+100.00%
Jun 30, 2025	BRICK & KYLE, ASSOCIATES	0.06%	17.57K	418K	17.57K	+100.00%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.37%	101.49K	2.43M	37.91K	+59.63%
Jun 30, 2025	OXENFREE CAPITAL LLC	0.26%	72.17K	1.72M	2.25K	+3.22%
Jun 30, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.22%	59.98K	1.43M	-780	-1.28%
Jun 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.19%	52.04K	1.24M	39.92K	+329.30%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0.18%	50.96K	1.22M	11.18K	+28.09%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0.13%	36.56K	873.72K	62	+0.17%
Jun 30, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	15.05K	359.79K	-99	-0.65%
Jun 30, 2025	PFG INVESTMENTS, LLC	0.05%	14.87K	355.48K	47	+0.32%
Jun 30, 2025	AQR CAPITAL MANAGEMENT LLC	0.05%	14.45K	345.4K	14.45K	+100.00%
Jun 30, 2025	WALLEYE CAPITAL LLC	0.04%	9.81K	234.53K	9.81K	+100.00%
Jun 30, 2025	BAY COLONY ADVISORY GROUP, INC D/B/A BAY COLONY ADVISORS	0.03%	8.86K	211.79K	8.86K	+100.00%
Jun 30, 2025	MAI CAPITAL MANAGEMENT	0.01%	2.8K	66.91K	58	+2.12%
Jun 30, 2025	HARBOUR INVESTMENTS, INC.	0.01%	2.05K	48.95K	0	0
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	26.18K	625.68K	266	+1.03%
Jun 30, 2025	D.A. DAVIDSON & CO.	0.09%	25.58K	611.34K	635	+2.55%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.08%	21.57K	515.53K	-247	-1.13%
Jun 30, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.07%	19.82K	473.66K	-175	-0.88%
Jun 30, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.06%	17.38K	415.26K	-4.33K	-19.96%
Jun 30, 2025	WETHERBY ASSET MANAGEMENT INC	0.06%	15.66K	374.35K	15.66K	+100.00%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.13%	35.85K	857K	-15.79K	-30.58%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.07%	18.88K	451.22K	126	+0.67%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.32%	89.34K	2.14M	13.69K	+18.10%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	39.62K	946.98K	-398	-0.99%
Jun 30, 2025	ATRIA WEALTH SOLUTIONS, INC.	0.07%	18.26K	436.6K	8.75K	+91.89%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	3.65%	1.01M	24.14M	-32.79K	-3.14%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	3.6%	994.86K	23.78M	-13.26K	-1.32%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	1.56%	430.45K	10.29M	-22.93K	-5.06%
Jun 30, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.09%	25.91K	619.25K	2.86K	+12.39%
Mar 31, 2025	JANNEY MONTGOMERY SCOTT LLC	0.04%	11.56K	256K	-161	-1.37%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.49%	135.92K	3.01M	-33.81K	-19.92%
Mar 31, 2025	LPL FINANCIAL LLC	0.64%	177.42K	3.93M	33.4K	+23.19%
Mar 31, 2025	ALLWORTH FINANCIAL LP	0.13%	36.5K	784.28K	-16.23K	-30.79%
Mar 31, 2025	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.05%	12.66K	280.17K	0	0
Mar 31, 2025	DAYMARK WEALTH PARTNERS, LLC	0.04%	9.96K	220.44K	-2.4K	-19.42%
Mar 31, 2025	JOEL ISAACSON & CO., LLC	0.04%	10K	221.3K	10K	+100.00%
Mar 31, 2025	SMH CAPITAL ADVISORS INC	0.04%	10.65K	235.57K	-379	-3.44%
Mar 31, 2025	WEDBUSH SECURITIES INC	0.04%	11.29K	250K	758	+7.20%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0.14%	40.02K	885.64K	-2.06K	-4.88%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.23%	63.58K	1.41M	63.58K	+100.00%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.33%	90.81K	2.01M	-4.57K	-4.79%
Mar 31, 2025	PFG INVESTMENTS, LLC	0.05%	14.83K	328.12K	48	+0.32%
Mar 31, 2025	INSTITUTE FOR WEALTH MANAGEMENT, LLC.	0.05%	15.15K	335.34K	-147	-0.96%
Mar 31, 2025	ENVESTNET ASSET MANAGEMENT INC	0.06%	16.3K	360.64K	1.72K	+11.81%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.07%	18.75K	415K	-1.05K	-5.30%
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0.16%	45.36K	1.03M	0	0
Mar 31, 2025	INTEGRATED WEALTH CONCEPTS LLC	0.19%	53.62K	1.19M	-5.45K	-9.22%
Mar 31, 2025	GLOBAL ENDOWMENT MANAGEMENT, LP	0.22%	60K	1.33M	0	0
Mar 31, 2025	CAPITAL INVESTMENT ADVISORS, LLC	0.22%	60.76K	1.34M	-2.76K	-4.35%
Mar 31, 2025	INVESCO LTD.	0.47%	130.1K	2.88M	5.52K	+4.43%
Mar 31, 2025	UBS GROUP AG	0.65%	180.42K	3.99M	-12.72K	-6.58%
Mar 31, 2025	SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC	0.75%	206.34K	4.57M	-14.63K	-6.62%
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	1.36%	376.09K	8.32M	780	+0.21%
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	1.64%	453.38K	10.03M	-38.6K	-7.85%
Mar 31, 2025	MORGAN STANLEY	2.01%	557.03K	12.33M	53.8K	+10.69%
Mar 31, 2025	ROYAL BANK OF CANADA	2.02%	559.57K	12.38M	67.8K	+13.79%
Mar 31, 2025	STOLPER CO	0.11%	30.73K	680K	325	+1.07%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.13%	34.61K	765.9K	-104	-0.30%
Mar 31, 2025	OXENFREE CAPITAL LLC	0.25%	69.92K	1.41M	521	+0.75%
Mar 31, 2025	ROTHSCHILD INVESTMENT LLC	0.11%	29.44K	651.53K	-769	-2.55%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	1.71%	473.12K	10.47M	-58.78K	-11.05%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	3.77%	1.04M	23.08M	-35.38K	-3.28%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.12%	32.07K	709.8K	5.13K	+19.05%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	3.65%	1.01M	22.31M	-57.61K	-5.41%
Mar 31, 2025	KEYSTONE FINANCIAL GROUP	0.14%	39.79K	880.44K	-421	-1.05%
Mar 31, 2025	CENTURION WEALTH MANAGEMENT LLC	0.08%	21.86K	539.09K	0	0
Mar 31, 2025	LEVEL FOUR ADVISORY SERVICES, LLC	0.07%	19.99K	442.44K	2.33K	+13.18%
Mar 31, 2025	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.08%	21.71K	480.42K	-20.41K	-48.46%
Mar 31, 2025	CORNERSTONE WEALTH MANAGEMENT, LLC	0.09%	23.88K	528.55K	203	+0.86%
Mar 31, 2025	D.A. DAVIDSON & CO.	0.09%	24.94K	552.01K	-396	-1.56%
Mar 31, 2025	BAIRD FINANCIAL GROUP, INC.	0.09%	25.91K	573.46K	-374	-1.42%
Mar 31, 2025	STIFEL FINANCIAL CORP	0.1%	27.6K	610.74K	581	+2.15%
Mar 31, 2025	READYSTATE ASSET MANAGEMENT LP	0.04%	12.12K	268.28K	12.12K	+100.00%
Mar 31, 2025	TRUIST FINANCIAL CORP	0.08%	21.82K	482.82K	0	0
Mar 31, 2025	ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC	0.08%	23.05K	510.19K	-18.04K	-43.89%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.11%	30.05K	665.1K	-1.07K	-3.45%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.27%	75.65K	1.67M	10.3K	+15.77%
Mar 31, 2025	GLOBAL ASSETS ADVISORY, LLC	0.11%	30K	630.2K	18K	+150.00%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.12%	32.11K	711K	-11.3K	-26.03%
Mar 31, 2024	BRICK & KYLE, ASSOCIATES	0.2%	56.39K	1.26M	-623	-1.09%
Dec 31, 2023	BRICK & KYLE, ASSOCIATES	0.2%	57.01K	1.19M	135	+0.24%
Sep 30, 2023	BRICK & KYLE, ASSOCIATES	0.2%	56.88K	1.13M	138	+0.24%

Insiders

Among the NIE insiders holding of N/A of the stake in company, STICKNEY WILLIAM, , holds the largest shares of 5.04K. AYLWARD GEORGE R, President and CEO, is the second largest NIE insider with ownership of 2.46K shares. YEE MICHAEL, , stands third with possession of 1.01K shares of that stake.

Insiders	Designation	Shares Held
STICKNEY WILLIAM		5.04K
AYLWARD GEORGE R	President and CEO	2.46K
YEE MICHAEL		1.01K
RAPPAPORT ALAN	director	1K
MACLEOD JAMES S	director	1K
BURKE DONALD C	director	720
COGAN SARAH E	director	500
MCLOUGHLIN PHILIP R	director	400
DRUMMOND F FORD	director	340
MCDANIEL CONNIE D	director	226
LARRABEE NICOLE		200
DECOTIS DEBORAH A		190
FORSYTH DOUGLAS		0
ALLIANZ GLOBAL INVESTORS OF AMERICA L P		0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Jun 17, 2025	MCDANIEL CONNIE D	PURCHASE	22.97	226	5.19K	226
Jun 28, 2023	BURKE DONALD C	PURCHASE	20.85	720	15K	720
Mar 03, 2022	DECOTIS DEBORAH A	PURCHASE	26.42	190	5.02K	190
Feb 25, 2022	MCLOUGHLIN PHILIP R	PURCHASE	26.11	400	10.44K	400
Dec 21, 2021	AYLWARD GEORGE R	PURCHASE	30.49	2.46K	75K	2.46K
Apr 29, 2021	DRUMMOND F FORD	PURCHASE	29.31	340	9.97K	340
Aug 11, 2020	FORSYTH DOUGLAS	SALE	24.63	4K	98.52K	0
Aug 21, 2019	COGAN SARAH E	PURCHASE	21.78	500	10.89K	500
Dec 20, 2017	MACLEOD JAMES S	PURCHASE	21.67	500	10.84K	1K
Jul 07, 2017	RAPPAPORT ALAN	PURCHASE	19.75	1K	19.75K	1K
Feb 10, 2010	ALLIANZ GLOBAL INVESTORS OF AMERICA L P	SALE	15.42	5.49K	84.59K	0
Sep 18, 2008	FORSYTH DOUGLAS	PURCHASE	14.65	100	1.47K	10.1K
Sep 18, 2008	STICKNEY WILLIAM	PURCHASE	15.26	90	1.37K	5.04K
May 08, 2008	STICKNEY WILLIAM	PURCHASE	21.32	45	959.4	1.55K
Feb 15, 2008	YEE MICHAEL	PURCHASE	21.39	10	213.9	1.01K
Aug 20, 2007	YEE MICHAEL	PURCHASE	22.20	1K	22.2K	1K
Aug 17, 2007	LARRABEE NICOLE	PURCHASE	21.55	200	4.31K	200
Aug 17, 2007	FORSYTH DOUGLAS	PURCHASE	21.50	200	4.3K	5.2K
Aug 16, 2007	FORSYTH DOUGLAS	PURCHASE	19.36	300	5.81K	300
Aug 15, 2007	STICKNEY WILLIAM	PURCHASE	20.60	1.5K	30.9K	1.5K

Frequently Asked Questions