|
Institutional
Holders
Total
Institutions:
|
62 4 |
|
Total
shares held :
|
4,637,612 |
|
% of shares
held :
|
41.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-84,142 |
|
% of shares
held change :
|
-0.75% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$74.68 |
|
Last
Quarter's Ending
Price :
|
$81.36 |
|
Last
Quarter's Average
Price :
|
$76.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.64 (3.43%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
PATHSTONE FAMILY OFFICE, LLC |
1010 |
*New |
2023-09-30 |
7,769 |
$529,000 |
7,769 |
|
Cetera Investment Advisers |
2824 |
*New |
2024-03-31 |
4,565 |
$371,000 |
4,565 |
|
H D Vest Advisory Services |
1521 |
*New |
2024-03-31 |
2,505 |
$204,000 |
2,505 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1012 |
*New |
2024-03-31 |
1,098 |
$89,000 |
1,098 |
|
MATHER GROUP, INC. |
732 |
*New |
2024-03-31 |
1,197 |
$89,000 |
1,197 |
|
Aptus Capital Advisors LLC |
1007 |
*New |
2024-03-31 |
131 |
$11,000 |
131 |
|
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6 Records found
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1
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Page 1 of 1 |
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