|
Institutional
Holders
Total
Institutions:
|
112 3 |
|
Total
shares held :
|
952,112 |
|
% of shares
held :
|
32.27% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-19,916 |
|
% of shares
held change :
|
-0.68% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$154.41 |
|
Last
Quarter's Ending
Price :
|
$165.31 |
|
Last
Quarter's Average
Price :
|
$153.92 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.41 (2.22%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GOLDMAN SACHS GROUP INC/ |
1578 |
- |
2024-03-31 |
114,499 |
$19,045,000 |
1,619 |
|
MILLER INVESTMENT MANAGEMENT LP |
12 |
- |
2024-03-31 |
103,226 |
$17,170,000 |
656 |
|
J P MORGAN CHASE & CO |
1890 |
- |
2024-03-31 |
81,289 |
$13,521,000 |
3,477 |
|
MORGAN STANLEY |
3169 |
- |
2024-03-31 |
70,859 |
$11,786,000 |
5,302 |
|
BANK OF AMERICA CORP /DE/ |
2598 |
- |
2024-03-31 |
50,288 |
$8,364,000 |
-59,873 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1152 |
- |
2024-03-31 |
30,426 |
$5,061,000 |
340 |
|
CONSOLIDATED INVESTMENT GROUP LLC |
33 |
- |
2024-03-31 |
29,700 |
$4,940,000 |
0 |
|
ROYAL BANK OF CANADA |
1924 |
- |
2024-03-31 |
28,993 |
$4,822,000 |
2,479 |
|
UBS Group AG |
2340 |
- |
2024-03-31 |
25,298 |
$4,208,000 |
1,254 |
|
LPL FINANCIAL CORP |
1924 |
- |
2024-03-31 |
24,402 |
$4,059,000 |
3,517 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
621 |
- |
2024-03-31 |
22,990 |
$3,824,000 |
22,563 |
|
ENVESTNET ASSET MANAGEMENT INC |
2185 |
- |
2024-03-31 |
21,936 |
$3,649,000 |
1,765 |
|
HALLMARK CAPITAL MANAGEMENT INC |
101 |
- |
2024-03-31 |
19,308 |
$3,212,000 |
2,146 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1378 |
- |
2024-03-31 |
19,180 |
$3,190,000 |
51 |
|
Conservest Capital Advisors Inc. |
33 |
- |
2024-03-31 |
18,954 |
$3,153,000 |
-670 |
|
VALLEY FINANCIAL MANAGEMENT INC. |
24 |
- |
2023-06-30 |
17,652 |
$2,755,000 |
284 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
293 |
- |
2024-03-31 |
15,235 |
$2,534,000 |
-3,715 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
190 |
- |
2023-12-31 |
14,083 |
$2,328,000 |
0 |
|
BOSTON RESEARCH & MANAGEMENT INC |
61 |
- |
2024-03-31 |
12,721 |
$2,115,000 |
0 |
|
JANE STREET GROUP LLC |
2264 |
- |
2024-03-31 |
11,828 |
$1,967,000 |
9,512 |
|
Rockefeller Capital Management L.P. |
1014 |
- |
2024-03-31 |
11,517 |
$1,916,000 |
25 |
|
Aspen Grove Capital LLC |
42 |
- |
2024-03-31 |
9,900 |
$1,647,000 |
0 |
|
Glenview Trust Co |
220 |
- |
2024-03-31 |
9,300 |
$1,547,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
1559 |
- |
2024-03-31 |
8,812 |
$1,464,000 |
-689 |
|
WELLS FARGO & CO/MN |
2797 |
- |
2024-03-31 |
8,345 |
$1,388,000 |
225 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
882 |
- |
2023-09-30 |
8,492 |
$1,322,000 |
5,585 |
|
ALTFEST L J & CO INC |
91 |
- |
2024-03-31 |
7,895 |
$1,313,000 |
319 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
134 |
- |
2024-03-31 |
7,678 |
$1,277,000 |
0 |
|
CI Private Wealth LLC |
1245 |
- |
2024-03-31 |
7,168 |
$1,192,000 |
723 |
|
STIFEL FINANCIAL CORP |
2070 |
- |
2024-03-31 |
7,128 |
$1,186,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
2530 |
- |
2024-03-31 |
6,433 |
$1,070,000 |
-800 |
|
HPM Partners LLC |
1280 |
- |
2024-03-31 |
6,388 |
$997,000 |
636 |
|
PACIFIC SUN FINANCIAL CORP |
52 |
- |
2024-03-31 |
5,967 |
$992,000 |
-70 |
|
Cetera Investment Advisers |
2093 |
*New |
2024-03-31 |
5,756 |
$957,000 |
5,756 |
|
GAMBLE JONES MORPHY & BENT |
117 |
- |
2022-12-31 |
5,700 |
$911,000 |
0 |
|
Kestra Advisory Services LLC |
1295 |
- |
2024-03-31 |
5,419 |
$901,000 |
9 |
|
FINANCIAL NETWORK |
1538 |
- |
2024-03-31 |
5,368 |
$893,000 |
106 |
|
Atlantic Trust Group LLC |
711 |
- |
2024-03-31 |
4,958 |
$823,000 |
1,500 |
|
AMERIPRISE FINANCIAL INC |
3178 |
- |
2024-03-31 |
4,854 |
$807,000 |
-1,557 |
|
KOCHIS FITZ/QUINTILE LLC |
164 |
- |
2024-03-31 |
4,408 |
$733,000 |
-2,955 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
778 |
- |
2024-03-31 |
4,293 |
$714,000 |
2,514 |
|
JANNEY MONTGOMERY SCOTT LLC |
1704 |
- |
2024-03-31 |
4,265 |
$709,000 |
-150 |
|
PNC FINANCIAL SERVICES GROUP INC |
1353 |
- |
2024-03-31 |
4,000 |
$665,000 |
0 |
|
Quintet Private Bank (Europe) S.A. |
99 |
*New |
2024-03-31 |
3,452 |
$662,000 |
3,452 |
|
Navis Wealth Advisors LLC |
29 |
- |
2024-03-31 |
3,947 |
$657,000 |
0 |
|
Wealthfront Advisers LLC |
713 |
- |
2024-03-31 |
3,465 |
$576,000 |
526 |
|
Kovitz Investment Group Partners LLC |
498 |
*New |
2024-03-31 |
3,045 |
$506,000 |
3,045 |
|
TELEMUS CAPITAL LLC |
238 |
- |
2023-12-31 |
3,045 |
$503,000 |
-75 |
|
ICAPITAL WEALTH LLC |
62 |
- |
2024-03-31 |
3,000 |
$499,000 |
0 |
|
COMERICA SECURITIESINC. |
277 |
- |
2023-09-30 |
3,120 |
$486,000 |
0 |
|
BB&T CORP |
2026 |
- |
2024-03-31 |
2,603 |
$433,000 |
-301 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1697 |
- |
2024-03-31 |
2,458 |
$409,000 |
398 |
|
Equitable Holdings Inc. |
887 |
- |
2024-03-31 |
2,352 |
$391,000 |
870 |
|
Williams Jones Wealth Management LLC. |
392 |
- |
2024-03-31 |
2,200 |
$366,000 |
-210 |
|
Pine Valley Investments Ltd Liability Co |
335 |
- |
2024-03-31 |
2,150 |
$358,000 |
0 |
|
Advisor Group Holdings Inc. |
3243 |
- |
2024-03-31 |
2,002 |
$333,000 |
-245 |
|
CREATIVE PLANNING |
2197 |
- |
2024-03-31 |
1,895 |
$315,000 |
264 |
|
Private Advisor Group LLC |
1797 |
- |
2024-03-31 |
1,875 |
$312,000 |
200 |
|
YALE CAPITAL CORP |
385 |
- |
2024-03-31 |
1,725 |
$287,000 |
0 |
|
FLAGSHIP HARBOR ADVISORS LLC |
540 |
*New |
2024-03-31 |
1,689 |
$281,000 |
1,689 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2732 |
- |
2024-03-31 |
1,689 |
$281,000 |
335 |
|
Integrated Wealth Concepts LLC |
1349 |
- |
2024-03-31 |
1,654 |
$275,000 |
-48 |
|
Blue Fin Capital Inc. |
128 |
- |
2024-03-31 |
1,647 |
$274,000 |
-138 |
|
United Community Bank |
150 |
- |
2024-03-31 |
1,598 |
$266,000 |
0 |
|
CIBC WORLD MARKETS INC. |
1085 |
- |
2024-03-31 |
1,519 |
$253,000 |
-80 |
|
First National Bank of South Miami |
93 |
- |
2023-06-30 |
1,598 |
$249,000 |
-830 |
|
MML INVESTORS SERVICES LLC |
2221 |
- |
2024-03-31 |
1,490 |
$248,000 |
-24 |
|
Robertson Stephens Wealth Management LLC |
451 |
- |
2024-03-31 |
1,432 |
$238,000 |
-43 |
|
Hummer Financial Advisory Services Inc |
95 |
- |
2024-03-31 |
1,410 |
$235,000 |
0 |
|
OPPENHEIMER & CO INC |
1299 |
- |
2024-03-31 |
1,320 |
$220,000 |
20 |
|
TOWER RESEARCH CAPITAL LLC |
1359 |
- |
2024-03-31 |
1,305 |
$217,000 |
1,058 |
|
COMMERCE BANK N A/MO |
1123 |
- |
2024-03-31 |
1,300 |
$216,000 |
0 |
|
Cyndeo Wealth Partners LLC |
362 |
- |
2024-03-31 |
1,300 |
$216,000 |
0 |
|
WADE G W & INC |
383 |
- |
2023-12-31 |
1,295 |
$214,000 |
0 |
|
COLONY GROUP, LLC |
932 |
*New |
2024-03-31 |
1,295 |
$205,000 |
1,295 |
|
Howard Wealth Management LLC |
101 |
- |
2024-03-31 |
1,218 |
$203,000 |
0 |
|
Continuum Advisory LLC |
399 |
*New |
2024-03-31 |
984 |
$162,000 |
984 |
|
COMERICA BANK |
2397 |
- |
2024-03-31 |
920 |
$153,000 |
-20 |
|
UMB BANK N A/MO |
624 |
- |
2024-03-31 |
900 |
$150,000 |
0 |
|
Tyler-Stone Wealth Management |
237 |
- |
2024-03-31 |
820 |
$136,000 |
0 |
|
KISTLERTIFFANY COMPANIES, LLC |
435 |
- |
2023-06-30 |
475 |
$74,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1550 |
- |
2024-03-31 |
425 |
$71,000 |
0 |
|
Parallel Advisors LLC |
1327 |
*New |
2024-03-31 |
420 |
$70,000 |
420 |
|
CWM LLC |
2097 |
- |
2024-03-31 |
406 |
$67,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1429 |
- |
2024-03-31 |
397 |
$66,000 |
0 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
580 |
- |
2024-03-31 |
373 |
$62,000 |
0 |
|
FMR LLC |
3357 |
- |
2024-03-31 |
340 |
$57,000 |
170 |
|
LFA - Lugano Financial Advisors SA |
127 |
- |
2024-03-31 |
310 |
$52,000 |
310 |
|
Banque Cantonale Vaudoise |
779 |
- |
2024-03-31 |
310 |
$52,000 |
0 |
|
FSA Wealth Management LLC |
150 |
- |
2024-03-31 |
303 |
$50,000 |
0 |
|
Federation des caisses Desjardins du Quebec |
1401 |
- |
2024-03-31 |
300 |
$50,000 |
0 |
|
US BANCORP |
2689 |
- |
2024-03-31 |
297 |
$49,000 |
1 |
|
BANK OF MONTREAL /CAN/ |
3024 |
- |
2024-03-31 |
287 |
$48,000 |
0 |
|
Truvestments Capital LLC |
369 |
- |
2024-03-31 |
250 |
$42,000 |
0 |
|
ARROW FINANCIAL CORP |
208 |
- |
2024-03-31 |
250 |
$42,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1544 |
- |
2023-12-31 |
250 |
$41,000 |
0 |
|
Tidemark LLC |
285 |
- |
2024-03-31 |
207 |
$34,000 |
0 |
|
Anchor Investment Management LLC |
626 |
- |
2024-03-31 |
160 |
$27,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1486 |
*New |
2024-03-31 |
155 |
$26,000 |
155 |
|
FIRST MANHATTAN CO |
994 |
- |
2024-03-31 |
150 |
$25,000 |
0 |
|
|
100 Records found
|
1
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