| |
Institutional
Holders
Total
Institutions:
 |
323  16 |
|
|
Total
shares held :
|
30,433,742 |
|
|
% of shares
held :
|
15.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
49 |
|
|
Amount
of shares held :
|
5,490,413 |
|
|
% of shares
held change :
|
2.71% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$63.95 |
|
|
Last
Quarter's Ending
Price :
|
$73.38 |
|
|
Last
Quarter's Average
Price :
|
$66.13 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.61 (10%) |
|
|
|
|
|
|
|
|
|
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 |
276 |
*New |
2023-09-30 |
73,280 |
$4,753,000 |
73,280 |
|
| Aptus Capital Advisors LLC |
197 |
*New |
2024-03-31 |
50,015 |
$3,801,000 |
50,015 |
|
| BMS Financial Advisors LLC |
15 |
*New |
2023-06-30 |
48,989 |
$3,369,000 |
48,989 |
|
| D E SHAW & CO INC |
2048 |
*New |
2024-03-31 |
11,074 |
$842,000 |
11,074 |
|
| NORDEN GROUP LLC |
148 |
*New |
2024-03-31 |
10,369 |
$788,000 |
10,369 |
|
| Confluence Wealth Services Inc. |
193 |
*New |
2024-03-31 |
7,405 |
$563,000 |
7,405 |
|
| Vista Private Wealth Partners. LLC |
60 |
*New |
2024-03-31 |
4,613 |
$394,000 |
4,613 |
|
| Mount Yale Investment Advisors LLC |
416 |
*New |
2024-03-31 |
4,569 |
$347,000 |
4,569 |
|
| Pensionmark Financial Group LLC |
292 |
*New |
2024-03-31 |
4,268 |
$324,000 |
4,268 |
|
| MOTIVE WEALTH ADVISORS |
56 |
*New |
2024-03-31 |
4,218 |
$321,000 |
4,218 |
|
| Buckingham Strategic Partners |
510 |
*New |
2024-03-31 |
3,376 |
$257,000 |
3,376 |
|
| SIGNATURE SECURITIES GROUP CORPORATION |
171 |
*New |
2024-03-31 |
3,202 |
$243,000 |
3,202 |
|
| Independent Advisor Alliance |
629 |
*New |
2024-03-31 |
3,051 |
$232,000 |
3,051 |
|
| Harrison & Co Wealth Management LLC |
77 |
*New |
2022-12-31 |
3,254 |
$211,000 |
3,254 |
|
| Goldstein Advisors LLC |
152 |
*New |
2024-03-31 |
2,706 |
$206,000 |
2,706 |
|
| VANCE WEALTH INC. |
89 |
*New |
2024-03-31 |
2,653 |
$202,000 |
2,653 |
|
| Urban Financial Advisory Corp |
25 |
*New |
2024-03-31 |
2,633 |
$200,000 |
2,633 |
|
| Fernwood Investment Management LLC |
212 |
*New |
2024-03-31 |
2,161 |
$164,000 |
2,161 |
|
| KISTLERTIFFANY COMPANIES, LLC |
385 |
*New |
2023-06-30 |
1,548 |
$106,000 |
1,548 |
|
| AYRSHIRE ASSOCIATES INC |
380 |
*New |
2024-03-31 |
463 |
$35,000 |
463 |
|
| Atlantic Trust Group LLC |
1865 |
*New |
2024-03-31 |
413 |
$31,000 |
413 |
|
| GoalVest Advisory LLC |
240 |
*New |
2024-03-31 |
369 |
$28,000 |
369 |
|
| WASHINGTON TRUST CO |
551 |
*New |
2024-03-31 |
305 |
$23,000 |
305 |
|
| Future Financial Wealth Managment LLC |
367 |
*New |
2024-03-31 |
210 |
$16,000 |
210 |
|
| Crewe Advisors LLC |
548 |
*New |
2024-03-31 |
202 |
$15,000 |
202 |
|
| Sage Mountain Advisors LLC |
380 |
*New |
2024-03-31 |
190 |
$14,000 |
190 |
|
| Atlantic Trust LLC |
343 |
*New |
2024-03-31 |
177 |
$13,000 |
177 |
|
| First Personal Financial Services |
273 |
*New |
2024-03-31 |
147 |
$11,000 |
147 |
|
| Aspire Private Capital LLC |
449 |
*New |
2024-03-31 |
97 |
$7,000 |
97 |
|
| Ahrens Investment Partners LLC |
752 |
*New |
2023-03-31 |
68 |
$5,000 |
68 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
345 |
*New |
2024-03-31 |
70 |
$5,000 |
70 |
|
| MATHER GROUP, INC. |
1363 |
*New |
2024-03-31 |
71 |
$5,000 |
71 |
|
| HANSON INVESTMENT MANAGEMENT |
464 |
*New |
2024-03-31 |
19 |
$1,000 |
19 |
|
|
33 Records found
|
1
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