|
Institutional
Holders
Total
Institutions:
|
93 4 |
|
Total
shares held :
|
1,323,007 |
|
% of shares
held :
|
24.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-28 |
|
Amount
of shares held :
|
-394,769 |
|
% of shares
held change :
|
-7.18% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.21 |
|
Last
Quarter's Ending
Price :
|
$42.26 |
|
Last
Quarter's Average
Price :
|
$42.31 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.50 (3.54%) |
|
|
|
|
|
|
|
|
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 |
161 |
*New |
2024-03-31 |
34,177 |
$1,315,000 |
34,177 |
|
Cetera Investment Advisers |
2692 |
*New |
2024-03-31 |
10,276 |
$434,000 |
10,276 |
|
HM PAYSON & CO |
606 |
*New |
2023-12-31 |
1,019 |
$48,000 |
1,019 |
|
LifeSteps Financial Inc. |
264 |
*New |
2024-03-31 |
345 |
$15,000 |
345 |
|
WOODMONT INVESTMENT COUNSEL LLC |
327 |
*New |
2024-03-31 |
325 |
$14,000 |
325 |
|
YHB INVESTMENT ADVISORS, INC. |
765 |
*New |
2024-03-31 |
150 |
$6,000 |
150 |
|
JONES FINANCIAL COMPANIES LLLP |
1146 |
*New |
2024-03-31 |
146 |
$6,000 |
146 |
|
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7 Records found
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1
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Page 1 of 1 |
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