|
Institutional
Holders
Total
Institutions:
|
60 2 |
|
Total
shares held :
|
1,385,068 |
|
% of shares
held :
|
44.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
Amount
of shares held :
|
538,871 |
|
% of shares
held change :
|
17.5% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$93.60 |
|
Last
Quarter's Ending
Price :
|
$101.69 |
|
Last
Quarter's Average
Price :
|
$95.20 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.02 (3.18%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1633 |
- |
2024-03-31 |
557,859 |
$56,729,000 |
424,851 |
|
LPL FINANCIAL CORP |
964 |
- |
2024-03-31 |
187,717 |
$19,089,000 |
-16,282 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
911 |
- |
2024-03-31 |
76,104 |
$7,739,000 |
-807 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
912 |
- |
2024-03-31 |
36,673 |
$3,729,000 |
-1,370 |
|
IMCCHICAGO, LLC |
84 |
- |
2024-03-31 |
31,176 |
$3,170,000 |
31,176 |
|
Rodgers & Associates LTD |
38 |
- |
2024-03-31 |
30,120 |
$3,063,000 |
-3,169 |
|
WELLS FARGO & CO/MN |
2392 |
- |
2024-03-31 |
25,813 |
$2,625,000 |
-58 |
|
PACIFIC SUN FINANCIAL CORP |
19 |
- |
2024-03-31 |
20,952 |
$2,131,000 |
0 |
|
EP WEALTH ADVISORS, INC. |
252 |
- |
2024-03-31 |
20,737 |
$2,109,000 |
0 |
|
AMERIPRISE FINANCIAL INC |
2836 |
- |
2024-03-31 |
18,306 |
$1,861,000 |
-3,685 |
|
Well Done LLC |
48 |
- |
2024-03-31 |
16,596 |
$1,688,000 |
0 |
|
NWAM LLC |
150 |
- |
2024-03-31 |
16,773 |
$1,664,000 |
-746 |
|
Davis Investment Partners LLC |
25 |
- |
2024-03-31 |
16,225 |
$1,605,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1258 |
- |
2024-03-31 |
12,752 |
$1,297,000 |
-4,471 |
|
ROYAL BANK OF CANADA |
2810 |
- |
2024-03-31 |
12,485 |
$1,270,000 |
-2,116 |
|
BB&T CORP |
1502 |
- |
2024-03-31 |
11,657 |
$1,185,000 |
3,334 |
|
Empirical Asset Management LLC |
46 |
- |
2024-03-31 |
11,302 |
$1,149,000 |
-703 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2513 |
- |
2024-03-31 |
10,190 |
$1,036,000 |
-664 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2044 |
- |
2024-03-31 |
9,830 |
$1,000,000 |
-229 |
|
CITADEL ADVISORS LLC |
3140 |
- |
2024-03-31 |
9,231 |
$939,000 |
2,373 |
|
SAVANT CAPITAL MANAGEMENT INC |
580 |
- |
2024-03-31 |
8,612 |
$876,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
4112 |
- |
2024-03-31 |
8,416 |
$856,000 |
-8 |
|
Equitable Holdings Inc. |
656 |
- |
2024-03-31 |
8,303 |
$844,000 |
100 |
|
ENVESTNET ASSET MANAGEMENT INC |
3135 |
- |
2024-03-31 |
8,064 |
$820,000 |
-4,813 |
|
Advisor Group Holdings Inc. |
2521 |
- |
2024-03-31 |
7,883 |
$802,000 |
-4,787 |
|
WILLNER & HELLER LLC |
38 |
- |
2023-12-31 |
8,213 |
$771,000 |
-686 |
|
PBWM Holdings LLC |
61 |
- |
2023-03-31 |
8,546 |
$746,000 |
0 |
|
Cetera Investment Advisers |
2321 |
*New |
2024-03-31 |
7,027 |
$715,000 |
7,027 |
|
Colonial River Wealth Management LLC |
71 |
- |
2024-03-31 |
6,627 |
$674,000 |
0 |
|
VICTORY FINANCIAL GROUP LLC |
28 |
- |
2024-03-31 |
6,439 |
$655,000 |
-3,319 |
|
RAYMOND JAMES & ASSOCIATES |
2958 |
- |
2024-03-31 |
5,534 |
$563,000 |
-81 |
|
MULTIFINANCIAL SECURITIES CORP |
1525 |
*New |
2024-03-31 |
5,462 |
$555,000 |
5,462 |
|
TNF LLC |
62 |
- |
2024-03-31 |
4,342 |
$423,000 |
0 |
|
Kestra Advisory Services LLC |
1759 |
- |
2024-03-31 |
4,137 |
$421,000 |
-596 |
|
HAZLETT BURT & WATSON INC. |
80 |
- |
2024-03-31 |
4,121 |
$420,000 |
-220 |
|
CREATIVE PLANNING |
2038 |
- |
2024-03-31 |
3,777 |
$384,000 |
0 |
|
MISSION WEALTH MANAGEMENT LLC |
475 |
- |
2024-03-31 |
3,685 |
$375,000 |
0 |
|
Western Wealth Management LLC |
461 |
- |
2024-03-31 |
3,408 |
$347,000 |
73 |
|
GOLDMAN SACHS GROUP INC/ |
4061 |
- |
2024-03-31 |
3,350 |
$341,000 |
0 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
560 |
- |
2023-12-31 |
3,330 |
$312,000 |
0 |
|
FLAGSHIP HARBOR ADVISORS LLC |
527 |
- |
2024-03-31 |
2,898 |
$295,000 |
480 |
|
Private Advisor Group LLC |
1877 |
- |
2024-03-31 |
2,779 |
$283,000 |
76 |
|
FIRST HEARTLAND CONSULTANTS INC |
362 |
- |
2024-03-31 |
2,479 |
$252,000 |
-8 |
|
Steward Partners Investment Advisory LLC |
1329 |
- |
2024-03-31 |
2,462 |
$250,000 |
-64 |
|
Tidemark LLC |
107 |
- |
2024-03-31 |
2,452 |
$249,000 |
-1,118 |
|
UBS Group AG |
4546 |
- |
2024-03-31 |
2,390 |
$243,000 |
581 |
|
MARINER WEALTH ADVISORS, LLC |
2658 |
- |
2024-03-31 |
2,214 |
$225,000 |
-26 |
|
FMR LLC |
2899 |
- |
2024-03-31 |
1,799 |
$183,000 |
300 |
|
HARBOUR INVESTMENTS INC. |
985 |
- |
2023-12-31 |
1,556 |
$146,000 |
390 |
|
J P MORGAN CHASE & CO |
4453 |
- |
2024-03-31 |
1,023 |
$104,000 |
-10 |
|
PRINCIPAL SECURITIES INC. |
1632 |
- |
2024-03-31 |
410 |
$42,000 |
0 |
|
Retirement Group LLC |
335 |
- |
2024-03-31 |
241 |
$24,000 |
0 |
|
Spire Wealth Management |
1616 |
- |
2024-03-31 |
142 |
$14,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3574 |
- |
2024-03-31 |
139 |
$14,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1687 |
- |
2024-03-31 |
135 |
$14,000 |
0 |
|
DB Wealth Management Group LLC |
272 |
- |
2023-12-31 |
143 |
$13,000 |
0 |
|
Sargent Bickham Lagudis LLC |
763 |
- |
2022-12-31 |
73 |
$6,000 |
0 |
|
Goss Wealth Management LLC |
3255 |
- |
2024-03-31 |
31 |
$3,000 |
0 |
|
HHM Wealth Advisors LLC |
659 |
- |
2024-03-31 |
30 |
$3,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1961 |
*Closed |
2024-03-31 |
0 |
$0 |
-380 |
|
TSFG LLC |
829 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,982 |
|
BANK OF MONTREAL /CAN/ |
3471 |
*Closed |
2024-03-31 |
0 |
$0 |
-200 |
|
PROEQUITIES INC. |
6028 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Pallas Capital Advisors LLC |
439 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,661 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
1219 |
*Closed |
2024-03-31 |
0 |
$0 |
-560,000 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
824 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,551 |
|
CITIGROUP INC |
4730 |
*Closed |
2024-03-31 |
0 |
$0 |
-176 |
|
|
67 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|