|
Institutional
Holders
Total
Institutions:
|
129 7 |
|
Total
shares held :
|
7,334,868 |
|
% of shares
held :
|
88.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
14 |
|
Amount
of shares held :
|
6,422 |
|
% of shares
held change :
|
0.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$50.70 |
|
Last
Quarter's Ending
Price :
|
$54.09 |
|
Last
Quarter's Average
Price :
|
$52.05 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.81 (1.56%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Lido Advisors LLC |
585 |
*New |
2024-03-31 |
18,350 |
$987,000 |
18,350 |
|
Manhattan West Asset Management LLC |
88 |
*New |
2024-03-31 |
13,471 |
$725,000 |
13,471 |
|
DIMENSION CAPITAL MANAGEMENT PARTNERS |
61 |
*New |
2024-03-31 |
10,500 |
$565,000 |
10,500 |
|
Atomi Financial Group Inc. |
377 |
*New |
2024-03-31 |
8,434 |
$454,000 |
8,434 |
|
GRIMES & COMPANY INC |
235 |
*New |
2024-03-31 |
8,250 |
$444,000 |
8,250 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1179 |
*New |
2024-03-31 |
7,750 |
$417,000 |
7,750 |
|
Perigon Wealth Management LLC |
664 |
*New |
2024-03-31 |
5,993 |
$322,000 |
5,993 |
|
Fidelis Capital Partners LLC |
284 |
*New |
2024-03-31 |
5,755 |
$310,000 |
5,755 |
|
SEI INVESTMENTS CO |
2301 |
*New |
2024-03-31 |
5,050 |
$272,000 |
5,050 |
|
MULTIFINANCIAL SECURITIES CORP |
2139 |
*New |
2024-03-31 |
4,089 |
$220,000 |
4,089 |
|
MERITAGE PORTFOLIO MANAGEMENT |
324 |
*New |
2024-03-31 |
4,016 |
$216,000 |
4,016 |
|
Atlantic Edge Private Wealth Management LLC |
138 |
*New |
2024-03-31 |
2,900 |
$156,000 |
2,900 |
|
IFP Advisors Inc |
1153 |
*New |
2023-12-31 |
2,158 |
$117,000 |
2,158 |
|
Coastal Investment Advisors Inc. |
660 |
*New |
2024-03-31 |
305 |
$16,000 |
305 |
|
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14 Records found
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1
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Page 1 of 1 |
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