|
Institutional
Holders
Total
Institutions:
|
95 1 |
|
Total
shares held :
|
2,445,598 |
|
% of shares
held :
|
53.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
-4,933 |
|
% of shares
held change :
|
-0.11% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$89.18 |
|
Last
Quarter's Ending
Price :
|
$98.23 |
|
Last
Quarter's Average
Price :
|
$91.59 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
20.94 (22.86%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Octavia Wealth Advisors LLC |
12 |
*New |
2024-03-31 |
130,579 |
$14,814,000 |
130,579 |
|
JANE STREET GROUP LLC |
2820 |
*New |
2024-03-31 |
10,896 |
$1,236,000 |
10,896 |
|
Orion Portfolio Solutions LLC |
1089 |
*New |
2024-03-31 |
6,904 |
$783,000 |
6,904 |
|
RFG Advisory Group LLC |
434 |
*New |
2024-03-31 |
6,129 |
$695,000 |
6,129 |
|
MULTIFINANCIAL SECURITIES CORP |
1831 |
*New |
2024-03-31 |
3,027 |
$343,000 |
3,027 |
|
Sontag Advisory LLC |
575 |
*New |
2024-03-31 |
1,955 |
$222,000 |
1,955 |
|
Perigon Wealth Management LLC |
780 |
*New |
2024-03-31 |
1,932 |
$219,000 |
1,932 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
182 |
*New |
2023-12-31 |
2,207 |
$217,000 |
2,207 |
|
Atria Wealth Solutions Inc. |
1798 |
*New |
2024-03-31 |
1,816 |
$206,000 |
1,816 |
|
Kiely Wealth Advisory Group Inc. |
71 |
*New |
2024-03-31 |
985 |
$107,000 |
985 |
|
MATHER GROUP, INC. |
825 |
*New |
2024-03-31 |
637 |
$63,000 |
637 |
|
PRIVATE TRUST CO NA |
1051 |
*New |
2024-03-31 |
511 |
$58,000 |
511 |
|
Northwest Financial Advisors |
297 |
*New |
2024-03-31 |
380 |
$43,000 |
380 |
|
Key Financial Inc |
476 |
*New |
2024-03-31 |
356 |
$40,000 |
356 |
|
Salomon & Ludwin LLC |
429 |
*New |
2024-03-31 |
257 |
$29,000 |
257 |
|
GODSEY & GIBB ASSOCIATES |
240 |
*New |
2024-03-31 |
140 |
$16,000 |
140 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1752 |
*New |
2024-03-31 |
134 |
$15,000 |
134 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
839 |
*New |
2024-03-31 |
101 |
$11,000 |
101 |
|
Farther Finance Advisors LLC |
1733 |
*New |
2024-03-31 |
97 |
$11,000 |
97 |
|
SALEM INVESTMENT COUNSELORS INC |
881 |
*New |
2024-03-31 |
60 |
$7,000 |
60 |
|
Eagle Bay Advisors LLC |
674 |
*New |
2024-03-31 |
56 |
$6,000 |
56 |
|
MASSMUTUAL TRUST CO FSB/ADV |
1504 |
*New |
2024-03-31 |
18 |
$2,000 |
18 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
2346 |
*New |
2024-03-31 |
6 |
$1,000 |
6 |
|
|
23 Records found
|
1
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