|
Institutional
Holders
Total
Institutions:
|
48 2 |
|
Total
shares held :
|
1,085,357 |
|
% of shares
held :
|
12.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
85,250 |
|
% of shares
held change :
|
0.95% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$53.30 |
|
Last
Quarter's Ending
Price :
|
$53.33 |
|
Last
Quarter's Average
Price :
|
$53.05 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.39 (0.74%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
2149 |
- |
2024-03-31 |
282,887 |
$15,087,000 |
25,358 |
|
RAYMOND JAMES & ASSOCIATES |
1772 |
- |
2024-03-31 |
70,333 |
$3,751,000 |
372 |
|
ROYAL BANK OF CANADA |
2196 |
- |
2024-03-31 |
60,813 |
$3,243,000 |
23,174 |
|
CITADEL ADVISORS LLC |
2247 |
- |
2024-03-31 |
45,309 |
$2,416,000 |
37,961 |
|
WELLS FARGO & CO/MN |
2570 |
- |
2024-03-31 |
37,571 |
$2,004,000 |
2,930 |
|
Change Path LLC |
238 |
- |
2024-03-31 |
35,575 |
$1,897,000 |
19,998 |
|
WealthCare Investment Partners LLC |
33 |
- |
2024-03-31 |
30,746 |
$1,640,000 |
6,607 |
|
GeoWealth Management LLC |
288 |
- |
2024-03-31 |
19,062 |
$1,017,000 |
7,071 |
|
ENVESTNET ASSET MANAGEMENT INC |
3077 |
- |
2024-03-31 |
16,862 |
$899,000 |
1,493 |
|
WEDBUSH MORGAN SECURITIES INC |
502 |
- |
2024-03-31 |
13,639 |
$727,000 |
2,693 |
|
PAX Financial Group LLC |
127 |
- |
2024-03-31 |
13,423 |
$716,000 |
3,444 |
|
UBS Group AG |
4570 |
- |
2024-03-31 |
4,443 |
$237,000 |
1,281 |
|
LINCOLN NATIONAL CORP |
1064 |
- |
2024-03-31 |
4,340 |
$231,000 |
4 |
|
Fairway Wealth LLC |
44 |
- |
2024-03-31 |
3,248 |
$173,000 |
628 |
|
Coastal Capital Group Inc. |
288 |
- |
2023-06-30 |
401 |
$22,000 |
12 |
|
|
15 Records found
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1
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