|
Institutional
Holders
Total
Institutions:
|
75 8 |
|
Total
shares held :
|
2,941,559 |
|
% of shares
held :
|
90.51% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
Amount
of shares held :
|
301,992 |
|
% of shares
held change :
|
9.29% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$60.84 |
|
Last
Quarter's Ending
Price :
|
$67.97 |
|
Last
Quarter's Average
Price :
|
$63.67 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.33 (19.37%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
J P MORGAN CHASE & CO |
1680 |
- |
2024-03-31 |
251,039 |
$18,840,000 |
58,414 |
|
MORGAN STANLEY |
2916 |
- |
2024-03-31 |
211,792 |
$15,895,000 |
8,393 |
|
BALLENTINE FINN & COMPANY INC |
40 |
- |
2024-03-31 |
192,249 |
$14,428,000 |
7,122 |
|
LEAVELL T & ASSOCIATES INC |
52 |
- |
2024-03-31 |
121,143 |
$9,092,000 |
2,023 |
|
WHITE PINE INVESTMENT CO |
13 |
- |
2024-03-31 |
101,420 |
$7,611,000 |
433 |
|
ALBION FINANCIAL GROUP /UT |
48 |
- |
2024-03-31 |
79,252 |
$5,948,000 |
1,470 |
|
HIGHTOWER ADVISORS, LLC |
942 |
- |
2024-03-31 |
68,320 |
$5,129,000 |
2,230 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
793 |
- |
2024-03-31 |
61,025 |
$4,580,000 |
11,577 |
|
UBS Group AG |
2432 |
- |
2024-03-31 |
50,065 |
$3,757,000 |
175 |
|
SAGE FINANCIAL GROUP INC |
36 |
- |
2024-03-31 |
38,132 |
$2,862,000 |
1,883 |
|
GRADIENT INVESTMENTS LLC |
163 |
- |
2024-03-31 |
31,135 |
$2,337,000 |
594 |
|
ROYAL BANK OF CANADA |
2516 |
- |
2024-03-31 |
26,686 |
$2,002,000 |
1,758 |
|
Milestone Investment Advisors LLC |
39 |
- |
2024-03-31 |
23,950 |
$1,797,000 |
649 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
875 |
- |
2024-03-31 |
19,641 |
$1,474,000 |
586 |
|
Cetera Investment Advisers |
1772 |
- |
2024-03-31 |
19,601 |
$1,471,000 |
13,557 |
|
LINCOLN NATIONAL CORP |
424 |
- |
2024-03-31 |
18,353 |
$1,377,000 |
842 |
|
JANE STREET GROUP LLC |
3007 |
- |
2024-03-31 |
14,107 |
$1,059,000 |
7,862 |
|
VALLEY NATIONAL ADVISERS INC |
127 |
- |
2024-03-31 |
11,872 |
$891,000 |
391 |
|
FINANCIAL NETWORK |
1546 |
- |
2024-03-31 |
11,767 |
$883,000 |
2,420 |
|
Fort Point Capital Partners LLC |
127 |
- |
2024-03-31 |
11,577 |
$869,000 |
3 |
|
Sonoma Private Wealth LLC |
19 |
- |
2024-03-31 |
11,370 |
$853,000 |
704 |
|
Mutual Advisors LLC |
788 |
- |
2024-03-31 |
4,931 |
$370,000 |
117 |
|
CI Private Wealth LLC |
1784 |
- |
2024-03-31 |
4,839 |
$363,000 |
35 |
|
Kestra Advisory Services LLC |
1908 |
- |
2024-03-31 |
4,458 |
$335,000 |
1,090 |
|
PORTLAND GLOBAL ADVISORS LLC |
121 |
- |
2024-03-31 |
3,570 |
$268,000 |
115 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3430 |
- |
2024-03-31 |
3,237 |
$243,000 |
54 |
|
BEACH INVESTMENT COUNSEL INC/PA |
136 |
- |
2024-03-31 |
3,400 |
$231,000 |
300 |
|
IFP Advisors Inc |
1026 |
- |
2023-12-31 |
2,372 |
$161,000 |
3 |
|
BARTLETT & CO. LLC |
1038 |
- |
2023-12-31 |
78 |
$5,000 |
26 |
|
|
29 Records found
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1
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