|
Institutional
Holders
Total
Institutions:
|
53 5 |
|
Total
shares held :
|
752,947 |
|
% of shares
held :
|
36.73% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
-78,077 |
|
% of shares
held change :
|
-3.81% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$99.20 |
|
Last
Quarter's Ending
Price :
|
$112.26 |
|
Last
Quarter's Average
Price :
|
$102.64 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
18.55 (18.07%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
677 |
- |
2024-03-31 |
105,891 |
$13,193,000 |
17,731 |
|
LPL FINANCIAL CORP |
1319 |
- |
2024-03-31 |
80,652 |
$10,048,000 |
-33 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
789 |
- |
2024-03-31 |
78,712 |
$9,807,000 |
-2,417 |
|
MORGAN STANLEY |
3402 |
- |
2024-03-31 |
70,256 |
$8,753,000 |
1,559 |
|
GOLDMAN SACHS GROUP INC/ |
2329 |
- |
2024-03-31 |
54,927 |
$6,843,000 |
0 |
|
BB&T CORP |
891 |
- |
2024-03-31 |
38,086 |
$4,745,000 |
-784 |
|
ROYAL BANK OF CANADA |
2031 |
- |
2024-03-31 |
33,601 |
$4,186,000 |
-1,861 |
|
BANK OF AMERICA CORP /DE/ |
3235 |
- |
2024-03-31 |
28,060 |
$3,496,000 |
159 |
|
Kowal Investment Group LLC |
18 |
- |
2024-03-31 |
27,368 |
$3,410,000 |
153 |
|
Gallagher Benefit Services Inc. |
25 |
- |
2022-12-31 |
35,744 |
$3,389,000 |
0 |
|
F3Logic LLC |
25 |
*New |
2022-12-31 |
35,744 |
$3,389,000 |
35,744 |
|
Wealth Management Partners LLC |
18 |
- |
2024-03-31 |
21,843 |
$2,721,000 |
14 |
|
RAYMOND JAMES & ASSOCIATES |
2134 |
- |
2024-03-31 |
16,274 |
$2,028,000 |
-2,954 |
|
Private Advisor Group LLC |
803 |
- |
2024-03-31 |
16,253 |
$2,025,000 |
484 |
|
WELLS FARGO & CO/MN |
2573 |
- |
2024-03-31 |
15,969 |
$1,990,000 |
1,438 |
|
CITADEL ADVISORS LLC |
2541 |
- |
2024-03-31 |
13,707 |
$1,708,000 |
13,707 |
|
UBS Group AG |
3096 |
- |
2024-03-31 |
13,638 |
$1,699,000 |
2,197 |
|
Stonebridge Financial Planning Group LLC |
37 |
- |
2024-03-31 |
11,975 |
$1,492,000 |
-695 |
|
Baird Financial Group Inc. |
1045 |
- |
2024-03-31 |
11,696 |
$1,457,000 |
-7,110 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2130 |
- |
2024-03-31 |
11,543 |
$1,438,000 |
-987 |
|
626 Financial LLC |
22 |
- |
2024-03-31 |
10,867 |
$1,354,000 |
-79 |
|
Cetera Investment Advisers |
1859 |
*New |
2024-03-31 |
10,507 |
$1,309,000 |
10,507 |
|
RPg Family Wealth Advisory LLC |
70 |
- |
2024-03-31 |
10,420 |
$1,298,000 |
147 |
|
Apeiron RIA LLC |
71 |
- |
2024-03-31 |
7,050 |
$878,000 |
-23 |
|
IFP Advisors Inc |
431 |
- |
2023-12-31 |
7,094 |
$796,000 |
-151 |
|
Advisor Group Holdings Inc. |
2560 |
- |
2024-03-31 |
6,178 |
$769,000 |
398 |
|
Geneos Wealth Management Inc. |
405 |
- |
2024-03-31 |
5,959 |
$742,000 |
-150 |
|
STIFEL FINANCIAL CORP |
2411 |
- |
2024-03-31 |
5,527 |
$689,000 |
-70 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1992 |
- |
2024-03-31 |
5,521 |
$688,000 |
283 |
|
NBC SECURITIES INC. |
402 |
- |
2024-03-31 |
4,461 |
$555,000 |
-69 |
|
NWAM LLC |
336 |
- |
2024-03-31 |
4,049 |
$492,000 |
0 |
|
WILLNER & HELLER LLC |
68 |
- |
2023-12-31 |
4,033 |
$453,000 |
945 |
|
PROSPERA FINANCIAL SERVICES |
699 |
- |
2023-12-31 |
4,032 |
$453,000 |
-124 |
|
MULTIFINANCIAL SECURITIES CORP |
1782 |
- |
2024-03-31 |
3,021 |
$376,000 |
826 |
|
Lakeview Capital Partners LLC |
312 |
- |
2024-03-31 |
2,675 |
$333,000 |
447 |
|
PAPP L ROY & ASSOCIATES |
143 |
- |
2024-03-31 |
2,596 |
$323,000 |
0 |
|
Global Retirement Partners LLC |
651 |
- |
2024-03-31 |
2,397 |
$299,000 |
-48 |
|
FINANCIAL NETWORK |
2314 |
- |
2024-03-31 |
2,290 |
$285,000 |
-853 |
|
Gateway Wealth Partners LLC |
178 |
- |
2024-03-31 |
2,246 |
$280,000 |
-55 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
561 |
- |
2024-03-31 |
2,187 |
$270,000 |
-88 |
|
Kestra Advisory Services LLC |
2059 |
- |
2024-03-31 |
2,165 |
$270,000 |
-230 |
|
CWM LLC |
1393 |
- |
2024-03-31 |
2,021 |
$252,000 |
0 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
480 |
- |
2024-03-31 |
2,008 |
$250,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2061 |
*New |
2024-03-31 |
1,905 |
$237,000 |
1,905 |
|
1ST SOURCE BANK |
249 |
- |
2024-03-31 |
1,606 |
$200,000 |
-644 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1634 |
- |
2024-03-31 |
1,238 |
$154,000 |
0 |
|
Smartleaf Asset Management LLC |
491 |
- |
2024-03-31 |
750 |
$85,000 |
0 |
|
J P MORGAN CHASE & CO |
4691 |
- |
2024-03-31 |
408 |
$51,000 |
233 |
|
Spire Wealth Management |
1214 |
- |
2024-03-31 |
401 |
$50,000 |
0 |
|
FMR LLC |
3824 |
- |
2024-03-31 |
172 |
$21,000 |
-12 |
|
HARBOUR INVESTMENTS INC. |
1893 |
- |
2023-12-31 |
170 |
$19,000 |
-26,627 |
|
ICA Group Wealth Management LLC |
765 |
- |
2024-03-31 |
150 |
$19,000 |
0 |
|
Sound Income Strategies LLC |
721 |
*New |
2024-03-31 |
90 |
$11,000 |
90 |
|
PRINCIPAL SECURITIES INC. |
2347 |
- |
2024-03-31 |
75 |
$9,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1956 |
- |
2024-03-31 |
59 |
$7,000 |
1 |
|
Goss Wealth Management LLC |
3186 |
- |
2024-03-31 |
34 |
$4,000 |
-1,018 |
|
Steward Partners Investment Advisory LLC |
3237 |
- |
2024-03-31 |
19 |
$2,000 |
0 |
|
FTB Advisors Inc. |
2215 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
PROEQUITIES INC. |
3051 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
4152 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,438 |
|
Advisors Preferred LLC |
251 |
*Closed |
2024-03-31 |
0 |
$0 |
-128 |
|
V Wealth ManagementLLC |
337 |
*Closed |
2023-09-30 |
0 |
$0 |
-9,507 |
|
DAVIDSON D A & CO |
1416 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,831 |
|
|
63 Records found
|
1
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