|
Institutional
Holders
Total
Institutions:
|
287 2 |
|
Total
shares held :
|
51,748,347 |
|
% of shares
held :
|
67.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-6,206,559 |
|
% of shares
held change :
|
-8.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$48.82 |
|
Last
Quarter's Ending
Price :
|
$55.02 |
|
Last
Quarter's Average
Price :
|
$51.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.45 (16.5%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SageView Advisory Group LLC |
60 |
*New |
2024-03-31 |
40,378 |
$4,450,000 |
40,378 |
|
AXXCESS WEALTH MANAGEMENT LLC |
190 |
*New |
2024-03-31 |
50,665 |
$2,931,000 |
50,665 |
|
Private Wealth Advisors LLC |
30 |
*New |
2024-03-31 |
44,091 |
$2,551,000 |
44,091 |
|
Kraft Davis & Associates LLC |
38 |
*New |
2024-03-31 |
34,305 |
$2,042,000 |
34,305 |
|
SPRINGBOK CAPITAL MANAGEMENT LLC |
523 |
*New |
2024-03-31 |
9,750 |
$564,000 |
9,750 |
|
Beacon Pointe Advisors LLC |
930 |
*New |
2024-03-31 |
7,880 |
$456,000 |
7,880 |
|
Perigon Wealth Management LLC |
581 |
*New |
2024-03-31 |
7,229 |
$418,000 |
7,229 |
|
Simplicity WealthLLC |
836 |
*New |
2024-03-31 |
6,552 |
$379,000 |
6,552 |
|
HANSON MCCLAIN, INC. |
648 |
*New |
2024-03-31 |
5,493 |
$318,000 |
5,493 |
|
Cassaday & Co Wealth Management LLC |
223 |
*New |
2024-03-31 |
5,348 |
$309,000 |
5,348 |
|
DAVIDSON D A & CO |
1236 |
*New |
2024-03-31 |
4,283 |
$248,000 |
4,283 |
|
Belpointe Asset Management LLC |
672 |
*New |
2024-03-31 |
4,242 |
$245,000 |
4,242 |
|
Phillips Wealth Planners LLC |
161 |
*New |
2024-03-31 |
3,912 |
$217,000 |
3,912 |
|
Integrated Wealth Concepts LLC |
1489 |
*New |
2024-03-31 |
3,541 |
$205,000 |
3,541 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
662 |
*New |
2024-03-31 |
2,859 |
$165,000 |
2,859 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1181 |
*New |
2024-03-31 |
1,014 |
$59,000 |
1,014 |
|
Continuum Advisory LLC |
602 |
*New |
2024-03-31 |
830 |
$49,000 |
830 |
|
Western Pacific Wealth Management LP |
168 |
*New |
2024-03-31 |
436 |
$25,000 |
436 |
|
Aptus Capital Advisors LLC |
955 |
*New |
2024-03-31 |
342 |
$20,000 |
342 |
|
Provident Wealth Management LLC |
95 |
*New |
2024-03-31 |
249 |
$14,000 |
249 |
|
Fernwood Investment Management LLC |
534 |
*New |
2024-03-31 |
200 |
$12,000 |
200 |
|
Sage Mountain Advisors LLC |
393 |
*New |
2024-03-31 |
155 |
$9,000 |
155 |
|
JONES FINANCIAL COMPANIES LLLP |
1113 |
*New |
2024-03-31 |
134 |
$8,000 |
134 |
|
First PREMIER Bank |
370 |
*New |
2024-03-31 |
91 |
$5,000 |
91 |
|
Cassady Schiller Wealth Management LLC |
368 |
*New |
2024-03-31 |
81 |
$5,000 |
81 |
|
THOMPSON INVESTMENT MANAGEMENT INC |
404 |
*New |
2024-03-31 |
43 |
$2,000 |
43 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
775 |
*New |
2024-03-31 |
27 |
$2,000 |
27 |
|
|
27 Records found
|
1
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