|
Institutional
Holders
Total
Institutions:
|
205 5 |
|
Total
shares held :
|
3,240,887 |
|
% of shares
held :
|
42.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
26 |
|
Amount
of shares held :
|
44,976 |
|
% of shares
held change :
|
0.59% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$104.31 |
|
Last
Quarter's Ending
Price :
|
$116.53 |
|
Last
Quarter's Average
Price :
|
$108.72 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
19.71 (18.13%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
617 |
- |
2024-03-31 |
316,177 |
$40,499,000 |
1,600 |
|
PNC FINANCIAL SERVICES GROUP INC |
334 |
- |
2024-03-31 |
219,954 |
$28,174,000 |
7,819 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
582 |
- |
2024-03-31 |
124,279 |
$15,919,000 |
2,455 |
|
WELLS FARGO & CO/MN |
1316 |
- |
2024-03-31 |
110,816 |
$14,194,000 |
5,040 |
|
ROYAL BANK OF CANADA |
1369 |
- |
2024-03-31 |
96,625 |
$12,376,000 |
3,816 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1006 |
- |
2024-03-31 |
49,216 |
$6,304,000 |
447 |
|
Cetera Investment Advisers |
913 |
- |
2024-03-31 |
44,681 |
$5,723,000 |
40,851 |
|
CITADEL ADVISORS LLC |
1618 |
- |
2024-03-31 |
43,072 |
$5,517,000 |
43,072 |
|
ENVESTNET ASSET MANAGEMENT INC |
1952 |
- |
2024-03-31 |
39,871 |
$5,107,000 |
5,455 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
649 |
- |
2024-03-31 |
39,873 |
$5,107,000 |
3,948 |
|
HIGHTOWER ADVISORS, LLC |
966 |
- |
2024-03-31 |
37,940 |
$4,860,000 |
21,064 |
|
BANK OF NEW YORK MELLON CORP |
2408 |
- |
2024-03-31 |
32,433 |
$4,154,000 |
2 |
|
TD Waterhouse Canada Inc. |
285 |
- |
2024-03-31 |
28,764 |
$4,107,000 |
2,541 |
|
MULTIFINANCIAL SECURITIES CORP |
521 |
- |
2024-03-31 |
31,835 |
$4,078,000 |
1,678 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1320 |
- |
2024-03-31 |
24,674 |
$3,160,000 |
8,494 |
|
MONEY CONCEPTS CAPITAL CORP |
92 |
- |
2024-03-31 |
23,946 |
$3,067,000 |
2,293 |
|
FMR LLC |
2085 |
- |
2024-03-31 |
21,869 |
$2,801,000 |
1,238 |
|
GeoWealth Management LLC |
136 |
- |
2024-03-31 |
21,806 |
$2,793,000 |
19,709 |
|
Kestra Advisory Services LLC |
974 |
- |
2024-03-31 |
12,757 |
$1,634,000 |
2,351 |
|
Stratos Wealth Advisors LLC |
236 |
- |
2024-03-31 |
12,200 |
$1,563,000 |
5,394 |
|
Sigma Planning Corp |
374 |
- |
2024-03-31 |
12,063 |
$1,545,000 |
4,551 |
|
Sage Investment Advisers LLC |
19 |
- |
2024-03-31 |
11,978 |
$1,534,000 |
2 |
|
FINANCIAL NETWORK |
1269 |
- |
2024-03-31 |
10,416 |
$1,334,000 |
502 |
|
J P MORGAN CHASE & CO |
3197 |
- |
2024-03-31 |
10,382 |
$1,330,000 |
478 |
|
Ellis Investment Partners LLC |
75 |
- |
2024-03-31 |
9,796 |
$1,255,000 |
944 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
271 |
- |
2024-03-31 |
9,382 |
$1,202,000 |
403 |
|
MML INVESTORS SERVICES LLC |
1354 |
- |
2024-03-31 |
8,744 |
$1,120,000 |
2,080 |
|
NORTHERN TRUST CORP |
3317 |
- |
2024-03-31 |
7,550 |
$967,000 |
2,400 |
|
CULLEN FROST BANKERS INC |
307 |
- |
2024-03-31 |
7,196 |
$922,000 |
19 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
182 |
- |
2024-03-31 |
6,873 |
$880,000 |
267 |
|
Atlantic Trust Group LLC |
703 |
- |
2024-03-31 |
6,636 |
$847,000 |
2,770 |
|
Coastal Capital Group Inc. |
33 |
- |
2023-06-30 |
7,496 |
$812,000 |
19 |
|
Centric Wealth Management |
76 |
- |
2024-03-31 |
6,305 |
$773,000 |
10 |
|
Claraphi Advisory Network LLC |
91 |
- |
2022-12-31 |
8,260 |
$772,000 |
4,130 |
|
NATIONAL ASSET MANAGEMENT, INC. |
610 |
- |
2024-03-31 |
7,245 |
$760,000 |
880 |
|
Farther Finance Advisors LLC |
323 |
- |
2024-03-31 |
5,302 |
$677,000 |
22 |
|
JANNEY MONTGOMERY SCOTT LLC |
1752 |
- |
2024-03-31 |
5,184 |
$664,000 |
2,793 |
|
Kalos Management Inc. |
23 |
- |
2023-06-30 |
5,754 |
$623,000 |
457 |
|
SYNOVUS FINANCIAL CORP |
593 |
- |
2024-03-31 |
4,460 |
$571,000 |
7 |
|
ARKANSAS FINANCIAL GROUP INC. |
54 |
- |
2024-03-31 |
4,281 |
$548,000 |
1,184 |
|
Garner Asset Management Corp |
109 |
- |
2024-03-31 |
4,020 |
$515,000 |
9 |
|
Goss Wealth Management LLC |
1356 |
- |
2024-03-31 |
3,757 |
$481,000 |
7 |
|
Larson Financial Group LLC |
250 |
- |
2024-03-31 |
3,548 |
$454,000 |
8 |
|
Evanson Asset Management LLC |
198 |
- |
2024-03-31 |
3,361 |
$430,000 |
9 |
|
Capital Investment Advisors LLC |
420 |
- |
2024-03-31 |
3,284 |
$421,000 |
2 |
|
Apollon Financial LLC |
102 |
- |
2024-03-31 |
3,016 |
$386,000 |
5 |
|
Concurrent Investment Advisors LLC |
613 |
- |
2024-03-31 |
2,976 |
$381,000 |
946 |
|
Fiduciary Alliance LLC |
142 |
- |
2024-03-31 |
2,979 |
$380,000 |
7 |
|
Equitable Holdings Inc. |
941 |
- |
2024-03-31 |
2,449 |
$314,000 |
105 |
|
US BANCORP |
1781 |
- |
2024-03-31 |
2,415 |
$309,000 |
1,183 |
|
Westside Investment Management Inc. |
175 |
- |
2024-03-31 |
2,345 |
$300,000 |
150 |
|
Hubbell Strickland Wealth Management LLC |
60 |
- |
2024-03-31 |
2,259 |
$289,000 |
3 |
|
PRINCIPAL SECURITIES INC. |
889 |
- |
2024-03-31 |
2,125 |
$272,000 |
433 |
|
Beacon Pointe Advisors LLC |
1121 |
- |
2024-03-31 |
2,090 |
$268,000 |
38 |
|
IFP Advisors Inc |
894 |
- |
2023-12-31 |
1,843 |
$215,000 |
7 |
|
ADVISORY SERVICES NETWORK, LLC |
1336 |
- |
2024-03-31 |
1,576 |
$202,000 |
58 |
|
Global Retirement Partners LLC |
838 |
- |
2024-03-31 |
1,349 |
$173,000 |
227 |
|
OXFORD FINANCIAL GROUP LTD |
228 |
- |
2024-03-31 |
1,060 |
$136,000 |
3 |
|
Spire Wealth Management |
1124 |
- |
2024-03-31 |
510 |
$65,000 |
2 |
|
|
59 Records found
|
1
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