|
Institutional
Holders
Total
Institutions:
|
117 12 |
|
Total
shares held :
|
7,657,385 |
|
% of shares
held :
|
6.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-23 |
|
Amount
of shares held :
|
-1,355,007 |
|
% of shares
held change :
|
-1.1% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.14 |
|
Last
Quarter's Ending
Price :
|
$51.50 |
|
Last
Quarter's Average
Price :
|
$51.24 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.21 (0.41%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Simplicity WealthLLC |
35 |
*New |
2024-03-31 |
372,943 |
$19,207,000 |
372,943 |
|
Pasadena Private Wealth LLC |
14 |
*New |
2024-03-31 |
169,338 |
$8,721,000 |
169,338 |
|
Eagle Strategies LLC |
138 |
*New |
2024-03-31 |
12,786 |
$658,000 |
12,786 |
|
Cetera Investment Advisers |
2847 |
*New |
2024-03-31 |
7,009 |
$361,000 |
7,009 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
338 |
*New |
2024-03-31 |
950 |
$49,000 |
950 |
|
Ronald Blue Trust Inc. |
1434 |
*New |
2024-03-31 |
192 |
$10,000 |
192 |
|
EnRich Financial Partners LLC |
179 |
*New |
2024-03-31 |
89 |
$5,000 |
89 |
|
ST GERMAIN D J CO INC |
669 |
*New |
2024-03-31 |
39 |
$2,000 |
39 |
|
FMR LLC |
5287 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
Ahrens Investment Partners LLC |
1016 |
*New |
2023-03-31 |
6 |
$0 |
6 |
|
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10 Records found
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1
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Page 1 of 1 |
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