|
Institutional
Holders
Total
Institutions:
|
618 8 |
|
Total
shares held :
|
159,280,155 |
|
% of shares
held :
|
53.11% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-113 |
|
Amount
of shares held :
|
7,644,018 |
|
% of shares
held change :
|
2.55% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$50.06 |
|
Last
Quarter's Ending
Price :
|
$52.20 |
|
Last
Quarter's Average
Price :
|
$50.87 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.09 (2.14%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
52
|
6,160,248
|
3.87%
|
|
|
Increased
Positions : |
181
|
16,808,205
|
10.55%
|
|
|
Unchanged
Positions : |
99
|
3,576,727
|
2.25%
|
|
|
Decreased
Positions : |
286
|
-14,340,366
|
-9%
|
|
|
Closed
Positions : |
60
|
-984,069
|
-0.62%
|
|
|
Guru
Positions : |
1
|
3,896
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MADISON ASSET MANAGEMENT LLC |
154 |
*New |
2024-03-31 |
119,809 |
$6,249,000 |
119,809 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
132 |
*New |
2024-03-31 |
106,107 |
$5,535,000 |
106,107 |
|
MPS Loria Financial Planners LLC |
6 |
*New |
2024-03-31 |
71,721 |
$3,741,000 |
71,721 |
|
Empowered Funds LLC |
573 |
*New |
2024-03-31 |
42,799 |
$2,227,000 |
42,799 |
|
1620 INVESTMENT ADVISORS INC. |
10 |
*New |
2024-03-31 |
35,825 |
$1,869,000 |
35,825 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
128 |
*New |
2024-03-31 |
11,816 |
$616,000 |
11,816 |
|
Claro Advisors LLC |
209 |
*New |
2024-03-31 |
11,251 |
$587,000 |
11,251 |
|
Aspen Grove Capital LLC |
89 |
*New |
2024-03-31 |
10,001 |
$522,000 |
10,001 |
|
Portfolio Strategies Inc. |
68 |
*New |
2024-03-31 |
9,356 |
$488,000 |
9,356 |
|
Petix & Botte Co |
97 |
*New |
2024-03-31 |
8,362 |
$436,000 |
8,362 |
|
Zhang Financial LLC |
202 |
*New |
2024-03-31 |
7,950 |
$415,000 |
7,950 |
|
TOWNSQUARE CAPITAL LLC |
911 |
*New |
2024-03-31 |
7,580 |
$395,000 |
7,580 |
|
Merit Financial Group LLC |
651 |
*New |
2024-03-31 |
6,871 |
$354,000 |
6,871 |
|
PFG Investments LLC |
690 |
*New |
2024-03-31 |
6,490 |
$339,000 |
6,490 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
140 |
*New |
2024-03-31 |
5,825 |
$304,000 |
5,825 |
|
Econ Financial Services Corp |
80 |
*New |
2024-03-31 |
5,393 |
$281,000 |
5,393 |
|
Traveka Wealth LLC |
90 |
*New |
2024-03-31 |
5,118 |
$267,000 |
5,118 |
|
MB Generational Wealth LLC |
52 |
*New |
2024-03-31 |
11,429 |
$183,000 |
11,429 |
|
Empirical Asset Management LLC |
260 |
*New |
2024-03-31 |
64,690 |
$176,000 |
64,690 |
|
TRUST CO OF VERMONT |
457 |
*New |
2024-03-31 |
1,211 |
$63,000 |
1,211 |
|
Financial Synergies Wealth Advisors Inc. |
117 |
*New |
2024-03-31 |
1,152 |
$60,000 |
1,152 |
|
Atlantic Trust Group LLC |
1635 |
*New |
2024-03-31 |
1,071 |
$55,000 |
1,071 |
|
Versant Capital Management Inc |
272 |
*New |
2024-03-31 |
1,008 |
$53,000 |
1,008 |
|
MATHER GROUP, INC. |
996 |
*New |
2024-03-31 |
515 |
$27,000 |
515 |
|
MILESTONE GROUP INC |
325 |
*New |
2024-03-31 |
392 |
$20,000 |
392 |
|
Laffer Tengler Investments |
228 |
*New |
2024-03-31 |
375 |
$20,000 |
375 |
|
Aspire Private Capital LLC |
332 |
*New |
2024-03-31 |
373 |
$19,000 |
373 |
|
Balentine LLC |
550 |
*New |
2024-03-31 |
340 |
$18,000 |
340 |
|
PINNACLE HOLDINGS LLC |
189 |
*New |
2024-03-31 |
202 |
$11,000 |
202 |
|
LifeSteps Financial Inc. |
302 |
*New |
2024-03-31 |
172 |
$9,000 |
172 |
|
YHB INVESTMENT ADVISORS, INC. |
709 |
*New |
2024-03-31 |
180 |
$9,000 |
180 |
|
FSA Wealth Management LLC |
365 |
*New |
2024-03-31 |
146 |
$8,000 |
146 |
|
Bare Financial Services Inc |
98 |
*New |
2024-03-31 |
133 |
$7,000 |
133 |
|
Pineridge Advisors LLC |
345 |
*New |
2024-03-31 |
98 |
$5,000 |
98 |
|
Anfield Capital Management LLC |
218 |
*New |
2024-03-31 |
79 |
$4,000 |
79 |
|
Sargent Bickham Lagudis LLC |
851 |
*New |
2022-12-31 |
56 |
$3,000 |
56 |
|
Western Pacific Wealth Management LP |
231 |
*New |
2024-03-31 |
51 |
$3,000 |
51 |
|
Missouri Trust & Investment Co |
357 |
*New |
2024-03-31 |
58 |
$3,000 |
58 |
|
Rice Partnership LLC |
152 |
*New |
2024-03-31 |
29 |
$2,000 |
29 |
|
Global Wealth Strategies & Associates |
321 |
*New |
2024-03-31 |
17 |
$1,000 |
17 |
|
PALISADE ASSET MANAGEMENT, LLC |
404 |
*New |
2024-03-31 |
4 |
$0 |
4 |
|
ST GERMAIN D J CO INC |
786 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
42 Records found
|
1
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