| |
Institutional
Holders
Total
Institutions:
 |
86  6 |
|
|
Total
shares held :
|
23,769,339 |
|
|
% of shares
held :
|
26.41% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
9 |
|
|
Amount
of shares held :
|
1,531,307 |
|
|
% of shares
held change :
|
1.7% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.01 |
|
|
Last
Quarter's Ending
Price :
|
$24.87 |
|
|
Last
Quarter's Average
Price :
|
$25.00 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.06 (0.24%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
12 |
- |
2024-03-31 |
1,682,055 |
$41,833,000 |
470,093 |
|
| Miracle Mile Advisors LLC |
30 |
- |
2024-03-31 |
1,594,403 |
$39,653,000 |
751,268 |
|
| Gerber Kawasaki Wealth & Investment Management |
22 |
- |
2024-03-31 |
969,177 |
$24,103,000 |
106,001 |
|
| WELLS FARGO & CO/MN |
1184 |
- |
2024-03-31 |
722,456 |
$17,967,000 |
8,686 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1232 |
- |
2024-03-31 |
640,431 |
$15,928,000 |
198,667 |
|
| MORGAN STANLEY |
3196 |
- |
2024-03-31 |
461,636 |
$11,481,000 |
50,241 |
|
| LPL FINANCIAL CORP |
1328 |
- |
2024-03-31 |
401,154 |
$9,977,000 |
91,894 |
|
| MARINER WEALTH ADVISORS, LLC |
595 |
- |
2024-03-31 |
300,389 |
$7,471,000 |
16,514 |
|
| AMERIPRISE FINANCIAL INC |
2135 |
- |
2024-03-31 |
246,063 |
$6,120,000 |
1,159 |
|
| Affinity Capital Advisors LLC |
24 |
- |
2024-03-31 |
172,398 |
$4,288,000 |
2,172 |
|
| FIRST AMERICAN TRUST CO |
77 |
- |
2024-03-31 |
162,652 |
$4,045,000 |
18,834 |
|
| Steel Peak Wealth Management LLC |
102 |
- |
2024-03-31 |
136,967 |
$3,406,000 |
50,241 |
|
| UBS Group AG |
2695 |
- |
2024-03-31 |
111,361 |
$2,770,000 |
29,465 |
|
| CLS INVESTMENT FIRM LLC |
488 |
- |
2022-12-31 |
81,621 |
$1,970,000 |
993 |
|
| McNaughton Wealth Management LLC |
25 |
- |
2024-03-31 |
71,735 |
$1,784,000 |
2,980 |
|
| Dynamic Advisors Solutions LLC |
327 |
- |
2024-03-31 |
70,000 |
$1,741,000 |
10,002 |
|
| JOURNEY STRATEGIC WEALTH LLC |
51 |
- |
2024-03-31 |
67,325 |
$1,674,000 |
29 |
|
| KEYBANK NATIONAL ASSOCIATION/OH |
433 |
- |
2024-03-31 |
66,891 |
$1,664,000 |
3,809 |
|
| LODESTAR PRIVATE ASSET MANAGEMENT LLC |
81 |
- |
2024-03-31 |
61,901 |
$1,539,000 |
1,228 |
|
| BANK OF NEW YORK MELLON CORP |
3077 |
- |
2024-03-31 |
45,093 |
$1,121,000 |
3,884 |
|
| Dynamic Wealth Strategies LLC |
23 |
- |
2024-03-31 |
38,344 |
$954,000 |
33,657 |
|
| FOCUS Wealth Advisors LLC |
37 |
- |
2024-03-31 |
35,039 |
$871,000 |
15,335 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2664 |
- |
2024-03-31 |
23,528 |
$585,000 |
5,555 |
|
| MATTERN CAPITAL MANAGEMENT LLC |
103 |
- |
2024-03-31 |
23,202 |
$577,000 |
462 |
|
| FINANCIAL NETWORK |
1846 |
- |
2024-03-31 |
22,677 |
$564,000 |
2,618 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2190 |
- |
2024-03-31 |
22,121 |
$550,000 |
1,194 |
|
| STIFEL FINANCIAL CORP |
2570 |
- |
2024-03-31 |
21,180 |
$527,000 |
6,483 |
|
| CREATIVE PLANNING |
1857 |
- |
2024-03-31 |
19,712 |
$490,000 |
223 |
|
| Global Retirement Partners LLC |
545 |
- |
2024-03-31 |
18,600 |
$463,000 |
1,004 |
|
| SWEENEY & MICHEL LLC |
74 |
- |
2024-03-31 |
18,000 |
$446,000 |
1,000 |
|
| Wealthcare Advisory Partners LLC |
558 |
- |
2024-03-31 |
17,668 |
$439,000 |
2,443 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1198 |
- |
2024-03-31 |
9,632 |
$226,000 |
240 |
|
| COMERICA BANK |
2370 |
- |
2024-03-31 |
6,668 |
$166,000 |
2,594 |
|
|
33 Records found
|
1
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