|
Institutional
Holders
Total
Institutions:
|
97 6 |
|
Total
shares held :
|
5,095,718 |
|
% of shares
held :
|
19.83% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
-200,481 |
|
% of shares
held change :
|
-0.78% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$102.12 |
|
Last
Quarter's Ending
Price :
|
$134.03 |
|
Last
Quarter's Average
Price :
|
$117.44 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
20.53 (17.48%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Himension Fund |
8 |
*New |
2024-03-31 |
204,211 |
$27,370,000 |
204,211 |
|
PATHSTONE FAMILY OFFICE, LLC |
307 |
*New |
2023-09-30 |
53,650 |
$4,195,000 |
53,650 |
|
Sanctuary Wealth Advisors LLC |
3 |
*New |
2022-12-31 |
36,988 |
$2,297,000 |
36,988 |
|
QUANTBOT TECHNOLOGIES LLC |
278 |
*New |
2024-03-31 |
14,745 |
$1,976,000 |
14,745 |
|
Significant Wealth Partners LLC |
44 |
*New |
2024-03-31 |
8,414 |
$1,128,000 |
8,414 |
|
Q3 Asset Management |
30 |
*New |
2024-03-31 |
7,699 |
$1,031,000 |
7,699 |
|
OLD MISSION CAPITAL LLC |
634 |
*New |
2024-03-31 |
2,900 |
$389,000 |
2,900 |
|
TRELLUS MANAGEMENT COMPANY LLC |
37 |
*New |
2023-09-30 |
4,500 |
$352,000 |
4,500 |
|
TAP Consulting LLC |
142 |
*New |
2024-03-31 |
1,730 |
$232,000 |
1,730 |
|
Trinity Legacy Partners LLC |
99 |
*New |
2024-03-31 |
1,592 |
$213,000 |
1,592 |
|
Steele Capital Management Inc. |
167 |
*New |
2024-03-31 |
1,545 |
$207,000 |
1,545 |
|
RAELIPSKIE PARTNERSHIP |
50 |
*New |
2024-03-31 |
500 |
$67,000 |
500 |
|
Spartan Planning & Wealth Management |
145 |
*New |
2023-12-31 |
441 |
$46,000 |
441 |
|
Stone House Investment Management LLC |
140 |
*New |
2024-03-31 |
301 |
$40,000 |
301 |
|
WESTEND CAPITAL MANAGEMENT LLC |
78 |
*New |
2024-03-31 |
275 |
$37,000 |
275 |
|
MATHER GROUP, INC. |
984 |
*New |
2024-03-31 |
271 |
$28,000 |
271 |
|
Continuum Advisory LLC |
1393 |
*New |
2024-03-31 |
10 |
$1,000 |
10 |
|
|
17 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
|
|
|