|
Institutional
Holders
Total
Institutions:
|
53 5 |
|
Total
shares held :
|
1,056,392 |
|
% of shares
held :
|
29.49% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
116,635 |
|
% of shares
held change :
|
3.26% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$91.68 |
|
Last
Quarter's Ending
Price :
|
$107.75 |
|
Last
Quarter's Average
Price :
|
$99.56 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.97 (4.99%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
1,055,000 |
$113,676,000 |
650,000 |
|
LPL FINANCIAL CORP |
997 |
- |
2024-03-31 |
163,335 |
$17,599,000 |
361 |
|
Fortis Group Advisors LLC |
17 |
*New |
2024-03-31 |
76,811 |
$8,276,000 |
76,811 |
|
Mutual Advisors LLC |
71 |
- |
2024-03-31 |
76,676 |
$8,262,000 |
-696 |
|
Kingsview Wealth Management LLC |
132 |
- |
2024-03-31 |
61,495 |
$6,626,000 |
49,492 |
|
ROYAL BANK OF CANADA |
1961 |
- |
2024-03-31 |
42,498 |
$4,579,000 |
-9,172 |
|
AMERIPRISE FINANCIAL INC |
2357 |
- |
2024-03-31 |
42,028 |
$4,529,000 |
-16,688 |
|
MORGAN STANLEY |
4070 |
- |
2024-03-31 |
33,967 |
$3,660,000 |
369 |
|
RAYMOND JAMES & ASSOCIATES |
1835 |
- |
2024-03-31 |
30,856 |
$3,325,000 |
10,198 |
|
HIGHTOWER ADVISORS, LLC |
1339 |
*New |
2024-03-31 |
21,346 |
$2,297,000 |
21,346 |
|
BANK OF AMERICA CORP /DE/ |
3598 |
- |
2024-03-31 |
19,297 |
$2,079,000 |
1,350 |
|
Focus Financial Network Inc. |
166 |
- |
2024-03-31 |
18,537 |
$1,889,000 |
0 |
|
Stegent Equity Advisors Inc. |
16 |
- |
2024-03-31 |
16,083 |
$1,733,000 |
-4,814 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
230 |
- |
2023-12-31 |
18,761 |
$1,698,000 |
0 |
|
DAVENPORT & CO LLC |
498 |
- |
2024-03-31 |
15,145 |
$1,632,000 |
-29 |
|
Fulcrum Equity Management |
11 |
- |
2024-03-31 |
13,381 |
$1,442,000 |
266 |
|
GOLDMAN SACHS GROUP INC/ |
3377 |
- |
2024-03-31 |
12,799 |
$1,379,000 |
-5,394 |
|
MML INVESTORS SERVICES LLC |
1257 |
- |
2024-03-31 |
12,034 |
$1,297,000 |
1,041 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
111 |
- |
2024-03-31 |
11,998 |
$1,293,000 |
2,979 |
|
Cetera Investment Advisers |
1928 |
- |
2024-03-31 |
11,098 |
$1,196,000 |
8,600 |
|
Advisor Group Holdings Inc. |
2226 |
- |
2024-03-31 |
10,308 |
$1,111,000 |
4,973 |
|
Nilsine Partners LLC |
169 |
- |
2024-03-31 |
9,444 |
$1,018,000 |
-3,107 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2258 |
- |
2024-03-31 |
8,846 |
$953,000 |
244 |
|
Private Advisor Group LLC |
1181 |
*New |
2024-03-31 |
8,712 |
$939,000 |
8,712 |
|
AXXCESS WEALTH MANAGEMENT LLC |
388 |
*New |
2024-03-31 |
8,537 |
$920,000 |
8,537 |
|
FINANCIAL NETWORK |
1565 |
*New |
2024-03-31 |
7,983 |
$860,000 |
7,983 |
|
JANNEY MONTGOMERY SCOTT LLC |
1780 |
- |
2024-03-31 |
5,933 |
$639,000 |
1,231 |
|
ENVESTNET ASSET MANAGEMENT INC |
3269 |
- |
2024-03-31 |
5,895 |
$635,000 |
-174 |
|
RDA Financial Network |
122 |
- |
2024-03-31 |
5,350 |
$576,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
1989 |
- |
2024-03-31 |
5,326 |
$574,000 |
22 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3472 |
- |
2024-03-31 |
4,482 |
$483,000 |
-4,445 |
|
J.W. COLE ADVISORS INC. |
576 |
- |
2024-03-31 |
3,945 |
$425,000 |
514 |
|
Ameritas Advisory Services LLC |
603 |
- |
2024-03-31 |
3,993 |
$416,000 |
-94 |
|
Advisors Preferred LLC |
96 |
- |
2024-03-31 |
3,641 |
$390,000 |
1,972 |
|
PFG Advisors |
463 |
*New |
2024-03-31 |
3,524 |
$380,000 |
3,524 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2520 |
- |
2024-03-31 |
3,463 |
$373,000 |
1,105 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2787 |
- |
2024-03-31 |
2,931 |
$316,000 |
-172 |
|
Legacy Capital Group California Inc. |
213 |
- |
2024-03-31 |
2,896 |
$312,000 |
-251 |
|
OPPENHEIMER & CO INC |
1203 |
*New |
2024-03-31 |
2,671 |
$288,000 |
2,671 |
|
GSA CAPITAL PARTNERS LLP |
1277 |
- |
2024-03-31 |
2,494 |
$269,000 |
29 |
|
GREAT VALLEY ADVISOR GROUP INC. |
638 |
- |
2024-03-31 |
2,415 |
$260,000 |
-58 |
|
IHT Wealth Management LLC |
870 |
- |
2024-03-31 |
2,287 |
$246,000 |
10 |
|
Carr Financial Group Corp |
164 |
- |
2024-03-31 |
2,252 |
$243,000 |
-926 |
|
Brookstone Capital Management |
826 |
- |
2024-03-31 |
2,139 |
$230,000 |
-525 |
|
WEALTH BUILDERS |
187 |
*New |
2024-03-31 |
2,091 |
$225,000 |
2,091 |
|
AdvisorNet Financial Inc |
561 |
- |
2024-03-31 |
1,219 |
$131,000 |
6 |
|
UBS Group AG |
5003 |
- |
2024-03-31 |
1,029 |
$111,000 |
-35 |
|
PRIVATE TRUST CO NA |
1059 |
- |
2024-03-31 |
530 |
$57,000 |
-1,821 |
|
COMERICA BANK |
2969 |
- |
2024-03-31 |
220 |
$24,000 |
45 |
|
IFP Advisors Inc |
1882 |
- |
2023-12-31 |
220 |
$20,000 |
1 |
|
FMR LLC |
3943 |
- |
2024-03-31 |
145 |
$16,000 |
29 |
|
MILESTONE GROUP INC |
341 |
- |
2024-03-31 |
150 |
$16,000 |
0 |
|
BerganKDV Wealth Management LLC |
508 |
- |
2023-06-30 |
200 |
$16,000 |
0 |
|
WELLS FARGO & CO/MN |
5142 |
- |
2024-03-31 |
96 |
$10,000 |
-225 |
|
YHB INVESTMENT ADVISORS, INC. |
692 |
*New |
2024-03-31 |
97 |
$10,000 |
97 |
|
PRINCIPAL SECURITIES INC. |
2458 |
- |
2024-03-31 |
62 |
$7,000 |
0 |
|
CVA Family Office LLC |
829 |
- |
2024-03-31 |
50 |
$5,000 |
0 |
|
Global Retirement Partners LLC |
2470 |
- |
2024-03-31 |
35 |
$4,000 |
-25 |
|
JDM Financial Group LLC |
199 |
- |
2024-03-31 |
29 |
$3,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
869 |
*New |
2024-03-31 |
27 |
$3,000 |
27 |
|
Atlantic Trust Group LLC |
2687 |
*New |
2024-03-31 |
25 |
$3,000 |
25 |
|
WFA of San Diego LLC |
373 |
*New |
2023-09-30 |
16 |
$1,000 |
16 |
|
MENORA MIVTACHIM HOLDINGS LTD. |
88 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,000 |
|
Private Advisory Group LLC |
203 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,197 |
|
HUDOCK MOYER WEALTH RESOURCES, LLC |
153 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,306 |
|
PROEQUITIES INC. |
7170 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
V Wealth ManagementLLC |
308 |
*Closed |
2023-09-30 |
0 |
$0 |
-4,088 |
|
Geneos Wealth Management Inc. |
2181 |
*Closed |
2024-03-31 |
0 |
$0 |
-798 |
|
Ronald Blue Trust Inc. |
2770 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
69 Records found
|
1
|
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