|
Institutional
Holders
Total
Institutions:
|
75 8 |
|
Total
shares held :
|
2,941,559 |
|
% of shares
held :
|
90.51% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
301,992 |
|
% of shares
held change :
|
9.29% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$60.84 |
|
Last
Quarter's Ending
Price :
|
$67.97 |
|
Last
Quarter's Average
Price :
|
$63.67 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
11.96 (18.78%) |
|
|
|
|
|
|
|
|
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/ |
947 |
- |
2024-03-31 |
720,750 |
$54,013,000 |
-31,308 |
|
J P MORGAN CHASE & CO |
1680 |
- |
2024-03-31 |
251,039 |
$18,840,000 |
58,414 |
|
MORGAN STANLEY |
2916 |
- |
2024-03-31 |
211,792 |
$15,895,000 |
8,393 |
|
BALLENTINE FINN & COMPANY INC |
40 |
- |
2024-03-31 |
192,249 |
$14,428,000 |
7,122 |
|
ENVESTNET ASSET MANAGEMENT INC |
1412 |
- |
2024-03-31 |
160,096 |
$12,015,000 |
-7,083 |
|
CITIGROUP INC |
891 |
- |
2024-03-31 |
130,629 |
$9,804,000 |
-122 |
|
LEAVELL T & ASSOCIATES INC |
52 |
- |
2024-03-31 |
121,143 |
$9,092,000 |
2,023 |
|
WHITE PINE INVESTMENT CO |
13 |
- |
2024-03-31 |
101,420 |
$7,611,000 |
433 |
|
CREATIVE PLANNING |
531 |
- |
2024-03-31 |
86,092 |
$6,461,000 |
-630 |
|
BANK OF AMERICA CORP /DE/ |
2820 |
- |
2024-03-31 |
81,392 |
$6,108,000 |
-2,631 |
|
ALBION FINANCIAL GROUP /UT |
48 |
- |
2024-03-31 |
79,252 |
$5,948,000 |
1,470 |
|
HIGHTOWER ADVISORS, LLC |
942 |
- |
2024-03-31 |
68,320 |
$5,129,000 |
2,230 |
|
Envestnet Portfolio Solutions Inc. |
396 |
- |
2024-03-31 |
61,520 |
$4,617,000 |
-3,670 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
793 |
- |
2024-03-31 |
61,025 |
$4,580,000 |
11,577 |
|
Money Design Co.Ltd. |
55 |
- |
2024-03-31 |
58,228 |
$4,370,000 |
-12,386 |
|
UBS Group AG |
2432 |
- |
2024-03-31 |
50,065 |
$3,757,000 |
175 |
|
WELLS FARGO & CO/MN |
2274 |
- |
2024-03-31 |
40,620 |
$3,049,000 |
-494 |
|
SAGE FINANCIAL GROUP INC |
36 |
- |
2024-03-31 |
38,132 |
$2,862,000 |
1,883 |
|
Atria Wealth Solutions Inc. |
541 |
- |
2024-03-31 |
35,075 |
$2,632,000 |
-962 |
|
GRADIENT INVESTMENTS LLC |
163 |
- |
2024-03-31 |
31,135 |
$2,337,000 |
594 |
|
ROYAL BANK OF CANADA |
2516 |
- |
2024-03-31 |
26,686 |
$2,002,000 |
1,758 |
|
Milestone Investment Advisors LLC |
39 |
- |
2024-03-31 |
23,950 |
$1,797,000 |
649 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
875 |
- |
2024-03-31 |
19,641 |
$1,474,000 |
586 |
|
Cetera Investment Advisers |
1772 |
- |
2024-03-31 |
19,601 |
$1,471,000 |
13,557 |
|
LINCOLN NATIONAL CORP |
424 |
- |
2024-03-31 |
18,353 |
$1,377,000 |
842 |
|
PRINCIPAL SECURITIES INC. |
377 |
- |
2024-03-31 |
17,673 |
$1,326,000 |
-492 |
|
CITADEL ADVISORS LLC |
2961 |
*New |
2024-03-31 |
14,836 |
$1,113,000 |
14,836 |
|
Ulland Investment Advisors LLC |
27 |
- |
2024-03-31 |
14,220 |
$1,067,000 |
0 |
|
JANE STREET GROUP LLC |
3007 |
- |
2024-03-31 |
14,107 |
$1,059,000 |
7,862 |
|
VALLEY NATIONAL ADVISERS INC |
127 |
- |
2024-03-31 |
11,872 |
$891,000 |
391 |
|
Carson Advisory Inc. |
43 |
- |
2024-03-31 |
11,800 |
$886,000 |
0 |
|
FINANCIAL NETWORK |
1546 |
- |
2024-03-31 |
11,767 |
$883,000 |
2,420 |
|
Fort Point Capital Partners LLC |
127 |
- |
2024-03-31 |
11,577 |
$869,000 |
3 |
|
Resources Investment Advisors Inc. |
549 |
- |
2024-03-31 |
11,493 |
$863,000 |
-1,206 |
|
SkyView Investment Advisors LLC |
99 |
*New |
2024-03-31 |
11,493 |
$863,000 |
11,493 |
|
NOTTINGHAM ADVISORS INC |
68 |
- |
2024-03-31 |
11,376 |
$854,000 |
-201 |
|
Sonoma Private Wealth LLC |
19 |
- |
2024-03-31 |
11,370 |
$853,000 |
704 |
|
KB FINANCIAL PARTNERS LLC |
52 |
- |
2023-09-30 |
12,759 |
$777,000 |
-44 |
|
RAYMOND JAMES & ASSOCIATES |
2914 |
- |
2024-03-31 |
8,018 |
$602,000 |
-356 |
|
BB&T CORP |
1887 |
- |
2024-03-31 |
7,296 |
$548,000 |
-2,101 |
|
SUMMIT INVESTMENT ADVISORS INC |
781 |
- |
2024-03-31 |
7,270 |
$546,000 |
-151 |
|
SILVERCREST ASSET MANAGEMENT GROUP LLC |
679 |
- |
2024-03-31 |
6,829 |
$513,000 |
0 |
|
SageView Advisory Group LLC |
317 |
*New |
2024-03-31 |
6,994 |
$509,000 |
6,994 |
|
FF AdvisorsLLC |
55 |
- |
2024-03-31 |
6,551 |
$492,000 |
0 |
|
APPLETON PARTNERS INC/MA |
192 |
- |
2024-03-31 |
6,043 |
$454,000 |
-375 |
|
AMERIPRISE FINANCIAL INC |
3396 |
- |
2024-03-31 |
5,571 |
$418,000 |
0 |
|
EQUITABLE TRUST CO |
330 |
- |
2024-03-31 |
5,433 |
$408,000 |
0 |
|
LPL FINANCIAL CORP |
3886 |
- |
2024-03-31 |
5,346 |
$401,000 |
-33 |
|
FRANKLIN RESOURCES INC |
2241 |
- |
2024-03-31 |
5,100 |
$383,000 |
0 |
|
Archetype Wealth Partners LLC |
89 |
- |
2024-03-31 |
5,010 |
$376,000 |
-262 |
|
Mutual Advisors LLC |
788 |
- |
2024-03-31 |
4,931 |
$370,000 |
117 |
|
CI Private Wealth LLC |
1784 |
- |
2024-03-31 |
4,839 |
$363,000 |
35 |
|
Equita Financial Network Inc. |
59 |
- |
2024-03-31 |
4,729 |
$355,000 |
-2,466 |
|
BANK OF MONTREAL /CAN/ |
2300 |
- |
2024-03-31 |
4,674 |
$351,000 |
0 |
|
Kestra Advisory Services LLC |
1908 |
- |
2024-03-31 |
4,458 |
$335,000 |
1,090 |
|
Advisor Group Holdings Inc. |
3397 |
- |
2024-03-31 |
3,627 |
$272,000 |
-10,788 |
|
PORTLAND GLOBAL ADVISORS LLC |
121 |
- |
2024-03-31 |
3,570 |
$268,000 |
115 |
|
Waterloo Capital L.P. |
308 |
- |
2024-03-31 |
3,488 |
$262,000 |
-61 |
|
Aptus Capital Advisors LLC |
647 |
- |
2024-03-31 |
3,488 |
$262,000 |
-61 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3430 |
- |
2024-03-31 |
3,237 |
$243,000 |
54 |
|
BEACH INVESTMENT COUNSEL INC/PA |
136 |
- |
2024-03-31 |
3,400 |
$231,000 |
300 |
|
Herold Advisors Inc. |
242 |
- |
2024-03-31 |
3,000 |
$225,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2504 |
- |
2024-03-31 |
2,900 |
$218,000 |
-900 |
|
Venture Visionary Partners LLC |
505 |
*New |
2024-03-31 |
2,748 |
$206,000 |
2,748 |
|
IFP Advisors Inc |
1026 |
- |
2023-12-31 |
2,372 |
$161,000 |
3 |
|
FMR LLC |
3025 |
- |
2024-03-31 |
1,709 |
$128,000 |
0 |
|
Farther Finance Advisors LLC |
893 |
- |
2024-03-31 |
1,523 |
$114,000 |
1 |
|
RICHARDSON FINANCIAL SERVICES INC. |
217 |
*New |
2024-03-31 |
894 |
$67,000 |
894 |
|
CWM LLC |
3362 |
- |
2024-03-31 |
119 |
$9,000 |
0 |
|
Community Bank N.A. |
359 |
- |
2024-03-31 |
105 |
$8,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2227 |
*New |
2023-12-31 |
123 |
$8,000 |
123 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
958 |
- |
2024-03-31 |
78 |
$6,000 |
0 |
|
BARTLETT & CO. LLC |
1038 |
- |
2023-12-31 |
78 |
$5,000 |
26 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1573 |
*New |
2024-03-31 |
20 |
$2,000 |
20 |
|
Clarity Asset Management Inc. |
199 |
*Closed |
2024-03-31 |
0 |
$0 |
-286 |
|
VIMA LLC |
363 |
*Closed |
2024-03-31 |
0 |
$0 |
-56 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6058 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,188 |
|
PROEQUITIES INC. |
6728 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
HPM Partners LLC |
2322 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,200 |
|
ODell Group LLC |
355 |
*Closed |
2024-03-31 |
0 |
$0 |
-272 |
|
COMERICA BANK |
3783 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,700 |
|
GELLER FAMILY OFFICE SERVICES LLC |
282 |
*Closed |
2024-03-31 |
0 |
$0 |
-26,596 |
|
|
82 Records found
|
1
|
Page 1 of 1 |
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