| |
Institutional
Holders
Total
Institutions:
 |
394  8 |
|
|
Total
shares held :
|
40,934,236 |
|
|
% of shares
held :
|
45.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
91 |
|
|
Amount
of shares held :
|
6,467,209 |
|
|
% of shares
held change :
|
7.19% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$155.46 |
|
|
Last
Quarter's Ending
Price :
|
$175.22 |
|
|
Last
Quarter's Average
Price :
|
$164.13 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
36.58 (22.29%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
23 |
*New |
2024-03-31 |
276,578 |
$53,960,000 |
276,578 |
|
| Williams Financial LLC |
2 |
*New |
2024-03-31 |
113,147 |
$22,075,000 |
113,147 |
|
| Berger Financial Group Inc |
37 |
*New |
2024-03-31 |
35,537 |
$6,933,000 |
35,537 |
|
| PFG Investments LLC |
65 |
*New |
2024-03-31 |
26,417 |
$5,154,000 |
26,417 |
|
| JANE STREET GROUP LLC |
1366 |
*New |
2024-03-31 |
23,129 |
$4,512,000 |
23,129 |
|
| Future Financial Wealth Managment LLC |
7 |
*New |
2024-03-31 |
18,656 |
$3,640,000 |
18,656 |
|
| CITADEL ADVISORS LLC |
2182 |
*New |
2024-03-31 |
13,368 |
$2,608,000 |
13,368 |
|
| Wellington Wealth Strategies LLC. |
24 |
*New |
2024-03-31 |
12,405 |
$2,420,000 |
12,405 |
|
| Coppell Advisory Solutions LLC |
83 |
*New |
2023-12-31 |
8,012 |
$1,404,000 |
8,012 |
|
| Eagle Strategies LLC |
86 |
*New |
2024-03-31 |
6,613 |
$1,290,000 |
6,613 |
|
| TITLEIST ASSET MANAGEMENT LTD. |
84 |
*New |
2022-12-31 |
9,913 |
$1,195,000 |
9,913 |
|
| Auxano Advisors LLC |
52 |
*New |
2024-03-31 |
5,838 |
$1,139,000 |
5,838 |
|
| DOVER ADVISORS LLC |
68 |
*New |
2024-03-31 |
3,397 |
$663,000 |
3,397 |
|
| Retireful LLC |
87 |
*New |
2024-03-31 |
3,200 |
$624,000 |
3,200 |
|
| PRICE T ROWE ASSOCIATES INC /MD/ |
2124 |
*New |
2024-03-31 |
3,089 |
$603,000 |
3,089 |
|
| BOTTY INVESTORS LLC |
53 |
*New |
2024-03-31 |
2,450 |
$478,000 |
2,450 |
|
| Beaumont Financial Advisors LLC |
209 |
*New |
2024-03-31 |
2,426 |
$473,000 |
2,426 |
|
| Scientech Research LLC |
242 |
*New |
2024-03-31 |
1,869 |
$365,000 |
1,869 |
|
| HRC WEALTH MANAGEMENT LLC |
27 |
*New |
2024-03-31 |
1,812 |
$354,000 |
1,812 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
266 |
*New |
2024-03-31 |
1,754 |
$342,000 |
1,754 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1553 |
*New |
2024-03-31 |
1,543 |
$301,000 |
1,543 |
|
| HPM Partners LLC |
1903 |
*New |
2024-03-31 |
1,441 |
$281,000 |
1,441 |
|
| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
309 |
*New |
2024-03-31 |
1,388 |
$271,000 |
1,388 |
|
| HARTLINE INVESTMENT CORP/ |
309 |
*New |
2024-03-31 |
1,388 |
$271,000 |
1,388 |
|
| Gladstone Institutional Advisory LLC |
560 |
*New |
2024-03-31 |
1,326 |
$259,000 |
1,326 |
|
| Prosperity Wealth Management Inc. |
124 |
*New |
2024-03-31 |
1,266 |
$247,000 |
1,266 |
|
| Coppell Advisory Solutions Corp. |
226 |
*New |
2024-03-31 |
1,239 |
$242,000 |
1,239 |
|
| Redwood Financial Network Corp |
128 |
*New |
2024-03-31 |
1,211 |
$236,000 |
1,211 |
|
| Moors & Cabot Inc. |
760 |
*New |
2024-03-31 |
1,195 |
$233,000 |
1,195 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
704 |
*New |
2024-03-31 |
1,152 |
$225,000 |
1,152 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
935 |
*New |
2024-03-31 |
1,066 |
$208,000 |
1,066 |
|
| Alta Wealth Advisors LLC |
125 |
*New |
2024-03-31 |
1,057 |
$206,000 |
1,057 |
|
| MY Wealth Management Inc. |
25 |
*New |
2024-03-31 |
1,055 |
$206,000 |
1,055 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
669 |
*New |
2024-03-31 |
1,054 |
$206,000 |
1,054 |
|
| INSTRUMENTAL WEALTH LLC |
|
*New |
2023-12-31 |
1,095 |
$201,000 |
1,095 |
|
| Slagle Financial LLC |
110 |
*New |
2024-03-31 |
1,026 |
$200,000 |
1,026 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
387 |
*New |
2024-03-31 |
968 |
$189,000 |
968 |
|
| Rice Partnership LLC |
97 |
*New |
2024-03-31 |
790 |
$154,000 |
790 |
|
| Fairway Wealth LLC |
55 |
*New |
2024-03-31 |
416 |
$81,000 |
416 |
|
| JONES FINANCIAL COMPANIES LLLP |
811 |
*New |
2024-03-31 |
163 |
$32,000 |
163 |
|
| Anchor Investment Management LLC |
699 |
*New |
2024-03-31 |
85 |
$17,000 |
85 |
|
| Gilliland Jeter Wealth Management LLC |
386 |
*New |
2024-03-31 |
88 |
$17,000 |
88 |
|
| Fernwood Investment Management LLC |
606 |
*New |
2024-03-31 |
36 |
$7,000 |
36 |
|
| Kozak & Associates Inc. |
258 |
*New |
2024-03-31 |
33 |
$7,000 |
33 |
|
| Larson Financial Group LLC |
1185 |
*New |
2024-03-31 |
25 |
$5,000 |
25 |
|
| Pacifica Partners Inc. |
422 |
*New |
2024-03-31 |
20 |
$4,000 |
20 |
|
| SANDY SPRING BANK |
1269 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
47 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
0.77 (0.38%) 
