| |
Institutional
Holders
Total
Institutions:
 |
89  7 |
|
|
Total
shares held :
|
8,355,771 |
|
|
% of shares
held :
|
69.63% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-24 |
|
|
Amount
of shares held :
|
-2,282,068 |
|
|
% of shares
held change :
|
-19.02% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$34.48 |
|
|
Last
Quarter's Ending
Price :
|
$36.72 |
|
|
Last
Quarter's Average
Price :
|
$35.45 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.02 (0.06%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SCHRODER INVESTMENT MANAGEMENT GROUP |
411 |
- |
2024-03-31 |
795,241 |
$28,688,000 |
25,338 |
|
| FIL LTD |
429 |
- |
2024-03-31 |
611,399 |
$22,056,000 |
84,575 |
|
| Checchi Capital Advisers LLC |
7 |
- |
2024-03-31 |
589,562 |
$21,268,000 |
1,321 |
|
| BLACKROCK INC. |
2989 |
- |
2024-03-31 |
465,194 |
$16,782,000 |
224,077 |
|
| BANK OF AMERICA CORP /DE/ |
2143 |
- |
2024-03-31 |
420,045 |
$15,153,000 |
111,974 |
|
| STERLING INVESTMENT ADVISORS LLC /ADV |
6 |
- |
2024-03-31 |
245,460 |
$8,855,000 |
5,451 |
|
| Financial Strategies Group Inc. |
11 |
- |
2024-03-31 |
236,186 |
$8,563,000 |
11,311 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1633 |
- |
2024-03-31 |
232,831 |
$8,399,000 |
19,719 |
|
| WELLS FARGO & CO/MN |
1891 |
- |
2024-03-31 |
157,817 |
$5,693,000 |
11,364 |
|
| Rehmann Capital Advisory Group |
47 |
- |
2024-03-31 |
138,683 |
$5,003,000 |
9,386 |
|
| Leo Wealth LLC |
51 |
- |
2024-03-31 |
97,446 |
$3,504,000 |
6,728 |
|
| PRINCIPAL SECURITIES INC. |
193 |
- |
2024-03-31 |
89,214 |
$3,218,000 |
11,616 |
|
| Bulltick Wealth Management LLC |
57 |
- |
2024-03-31 |
47,662 |
$1,719,000 |
14,433 |
|
| VIEWPOINT INVESTMENT PARTNERS CORP |
8 |
- |
2024-03-31 |
35,800 |
$1,291,000 |
6,500 |
|
| LAM GROUP INC. |
27 |
- |
2024-03-31 |
35,120 |
$1,267,000 |
8,560 |
|
| AMERIPRISE FINANCIAL INC |
3023 |
- |
2024-03-31 |
32,748 |
$1,181,000 |
1,895 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2036 |
- |
2024-03-31 |
28,131 |
$1,015,000 |
153 |
|
| Walkner Condon Financial Advisors LLC |
102 |
- |
2024-03-31 |
25,580 |
$922,000 |
1,661 |
|
| Sawtooth Asset Management Inc. |
462 |
- |
2023-12-31 |
24,898 |
$914,000 |
2,373 |
|
| BANK OF MONTREAL /CAN/ |
1738 |
- |
2024-03-31 |
24,148 |
$886,000 |
1,560 |
|
| Steward Partners Investment Advisory LLC |
953 |
- |
2024-03-31 |
17,660 |
$637,000 |
446 |
|
| Endowment Wealth Management Inc. |
65 |
- |
2024-03-31 |
14,071 |
$508,000 |
413 |
|
| FMR LLC |
2559 |
- |
2024-03-31 |
13,914 |
$502,000 |
768 |
|
| Whitcomb & Hess Inc. |
36 |
- |
2024-03-31 |
11,347 |
$409,000 |
88 |
|
| Baird Financial Group Inc. |
1553 |
- |
2024-03-31 |
8,119 |
$293,000 |
1,217 |
|
| Insight Advisors LLC/ PA |
239 |
- |
2024-03-31 |
7,562 |
$273,000 |
882 |
|
| LPL FINANCIAL CORP |
4183 |
- |
2024-03-31 |
7,542 |
$272,000 |
1,974 |
|
| RAYMOND JAMES & ASSOCIATES |
3442 |
- |
2024-03-31 |
6,787 |
$245,000 |
587 |
|
| Banque Cantonale Vaudoise |
585 |
- |
2024-03-31 |
5,000 |
$180,000 |
5,000 |
|
| J P MORGAN CHASE & CO |
4398 |
- |
2024-03-31 |
3,358 |
$121,000 |
1,473 |
|
| Compagnie Lombard Odier SCA |
298 |
- |
2024-03-31 |
2,872 |
$104,000 |
1,372 |
|
| COMERICA BANK |
2703 |
- |
2024-03-31 |
1,603 |
$58,000 |
130 |
|
| NATIONAL BANK OF CANADA /FI/ |
1750 |
- |
2024-03-31 |
737 |
$27,000 |
50 |
|
|
33 Records found
|
1
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