|
Institutional
Holders
Total
Institutions:
|
116 2 |
|
Total
shares held :
|
1,877,459 |
|
% of shares
held :
|
28.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
7,983 |
|
% of shares
held change :
|
0.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$73.35 |
|
Last
Quarter's Ending
Price :
|
$81.05 |
|
Last
Quarter's Average
Price :
|
$75.45 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.97 (5.26%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MISSION WEALTH MANAGEMENT LLC |
49 |
- |
2024-03-31 |
137,964 |
$10,859,000 |
2,188 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
527 |
- |
2024-03-31 |
103,907 |
$8,179,000 |
11,553 |
|
BANK OF AMERICA CORP /DE/ |
2922 |
- |
2024-03-31 |
66,960 |
$5,270,000 |
9,110 |
|
CITADEL ADVISORS LLC |
1764 |
- |
2024-03-31 |
56,583 |
$4,454,000 |
24,015 |
|
Dynamic Advisors Solutions LLC |
182 |
- |
2024-03-31 |
55,719 |
$4,386,000 |
3,470 |
|
CITIGROUP INC |
1424 |
- |
2024-03-31 |
44,203 |
$3,479,000 |
3,980 |
|
Advisor Group Holdings Inc. |
1352 |
- |
2024-03-31 |
40,766 |
$3,209,000 |
1,732 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
843 |
- |
2024-03-31 |
21,731 |
$1,711,000 |
5,163 |
|
FOSTER DYKEMA CABOT & PARTNERS LLC |
37 |
- |
2024-03-31 |
21,667 |
$1,705,000 |
13 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
273 |
- |
2024-03-31 |
20,824 |
$1,639,000 |
662 |
|
Berkshire Bank |
57 |
- |
2024-03-31 |
17,859 |
$1,406,000 |
440 |
|
MORGAN STANLEY |
4797 |
- |
2024-03-31 |
12,717 |
$1,001,000 |
547 |
|
AMERIPRISE FINANCIAL INC |
3091 |
- |
2024-03-31 |
12,684 |
$998,000 |
1,517 |
|
HALBERT, HARGROVE/RUSSELL LLC |
42 |
- |
2024-03-31 |
12,581 |
$990,000 |
1,178 |
|
CLS INVESTMENT FIRM LLC |
788 |
- |
2022-12-31 |
10,708 |
$845,000 |
326 |
|
Vontobel Holding Ltd. |
636 |
- |
2024-03-31 |
10,516 |
$828,000 |
212 |
|
Cetera Investment Advisers |
2290 |
- |
2024-03-31 |
9,494 |
$747,000 |
6,959 |
|
Congress Wealth Management LLC / DE / |
415 |
- |
2024-03-31 |
8,583 |
$676,000 |
100 |
|
Evergreen Wealth Solutions LLC |
54 |
- |
2024-03-31 |
7,220 |
$568,000 |
70 |
|
Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
6,998 |
$551,000 |
62 |
|
ADVISORY SERVICES NETWORK, LLC |
920 |
- |
2024-03-31 |
6,945 |
$547,000 |
291 |
|
Ameritas Advisory Services LLC |
567 |
- |
2024-03-31 |
6,011 |
$473,000 |
322 |
|
Tradition Wealth Management LLC |
228 |
- |
2024-03-31 |
5,980 |
$471,000 |
47 |
|
OLD MISSION CAPITAL LLC |
592 |
- |
2024-03-31 |
5,666 |
$446,000 |
5,666 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
144 |
- |
2024-03-31 |
5,425 |
$427,000 |
422 |
|
FINANCIAL NETWORK |
2034 |
- |
2024-03-31 |
5,341 |
$420,000 |
240 |
|
Integrated Wealth Concepts LLC |
1317 |
- |
2024-03-31 |
3,702 |
$291,000 |
42 |
|
PFG Investments LLC |
771 |
- |
2024-03-31 |
3,500 |
$275,000 |
3,500 |
|
RAYMOND JAMES & ASSOCIATES |
3398 |
- |
2024-03-31 |
3,369 |
$265,000 |
105 |
|
Concord Wealth Partners |
199 |
- |
2024-03-31 |
2,791 |
$220,000 |
1,423 |
|
Kingsview Wealth Management LLC |
933 |
- |
2024-03-31 |
2,752 |
$217,000 |
80 |
|
Centerpoint Advisors LLC |
385 |
- |
2024-03-31 |
43 |
$3,000 |
10 |
|
|
32 Records found
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1
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