|
Institutional
Holders
Total
Institutions:
|
147 4 |
|
Total
shares held :
|
4,264,000 |
|
% of shares
held :
|
56.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-37 |
|
Amount
of shares held :
|
229,401 |
|
% of shares
held change :
|
3.06% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$108.17 |
|
Last
Quarter's Ending
Price :
|
$108.05 |
|
Last
Quarter's Average
Price :
|
$107.98 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.58 (0.54%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
HM PAYSON & CO |
141 |
- |
2023-12-31 |
23,046 |
$2,499,000 |
0 |
|
Sunflower Bank N.A. |
18 |
- |
2024-03-31 |
23,035 |
$2,489,000 |
0 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1146 |
- |
2024-03-31 |
20,650 |
$2,231,000 |
0 |
|
EAGLE GLOBAL ADVISORS LLC |
160 |
- |
2024-03-31 |
5,715 |
$618,000 |
0 |
|
Advisory Alpha LLC |
268 |
- |
2024-03-31 |
3,275 |
$354,000 |
0 |
|
SHAYNE & CO., LLC |
76 |
- |
2024-03-31 |
3,035 |
$328,000 |
0 |
|
EVERCORE WEALTH MANAGEMENT, LLC |
331 |
- |
2024-03-31 |
2,985 |
$323,000 |
0 |
|
Tri-Star Advisors Inc. |
12 |
- |
2023-09-30 |
3,018 |
$319,000 |
0 |
|
Intercontinental Wealth Advisors LLC |
260 |
- |
2023-06-30 |
2,786 |
$298,000 |
0 |
|
DONALDSON CAPITAL MANAGEMENT LLC |
187 |
- |
2024-03-31 |
2,640 |
$285,000 |
0 |
|
DORSEY & WHITNEY TRUST CO LLC |
513 |
- |
2024-03-31 |
2,500 |
$270,000 |
0 |
|
MONTECITO BANK & TRUST |
236 |
- |
2024-03-31 |
2,378 |
$257,000 |
0 |
|
Beirne Wealth Consulting Services LLC |
86 |
- |
2024-03-31 |
2,070 |
$224,000 |
0 |
|
Capital Investment Advisory Services LLC |
535 |
- |
2024-03-31 |
1,121 |
$121,000 |
0 |
|
ST GERMAIN D J CO INC |
388 |
- |
2024-03-31 |
475 |
$51,000 |
0 |
|
WHITTIER TRUST CO |
942 |
- |
2024-03-31 |
441 |
$48,000 |
0 |
|
Spectrum Wealth Counsel LLC |
226 |
- |
2024-03-31 |
300 |
$32,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1711 |
- |
2024-03-31 |
300 |
$32,000 |
0 |
|
Ameliora Wealth Management Ltd. |
151 |
- |
2024-03-31 |
255 |
$28,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3149 |
- |
2024-03-31 |
200 |
$22,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1675 |
- |
2024-03-31 |
180 |
$19,000 |
0 |
|
TOTH FINANCIAL ADVISORY CORP |
406 |
- |
2024-03-31 |
150 |
$16,000 |
0 |
|
Emerald Investment Partners LLC |
411 |
- |
2024-03-31 |
133 |
$14,000 |
0 |
|
ANTONETTI CAPITAL MANAGEMENT LLC |
189 |
- |
2023-09-30 |
126 |
$13,000 |
0 |
|
Founders Financial Alliance LLC |
470 |
- |
2024-03-31 |
98 |
$11,000 |
0 |
|
GoalVest Advisory LLC |
310 |
- |
2024-03-31 |
99 |
$11,000 |
0 |
|
Jackson Hole Capital Partners LLC |
247 |
- |
2024-03-31 |
98 |
$11,000 |
0 |
|
HAZLETT BURT & WATSON INC. |
518 |
- |
2024-03-31 |
90 |
$10,000 |
0 |
|
Bogart Wealth LLC |
707 |
- |
2024-03-31 |
66 |
$7,000 |
0 |
|
Archer Investment Corp |
723 |
- |
2024-03-31 |
59 |
$6,000 |
0 |
|
Red Tortoise LLC |
348 |
- |
2024-03-31 |
45 |
$5,000 |
0 |
|
EverSource Wealth Advisors LLC |
2010 |
- |
2024-03-31 |
30 |
$3,000 |
0 |
|
Farther Finance Advisors LLC |
2311 |
- |
2024-03-31 |
31 |
$3,000 |
0 |
|
AdvisorNet Financial Inc |
1628 |
- |
2024-03-31 |
15 |
$2,000 |
0 |
|
Financial Advisory Service Inc. |
439 |
- |
2024-03-31 |
5 |
$1,000 |
0 |
|
TUCKER ASSET MANAGEMENT LLC |
883 |
- |
2023-12-31 |
5 |
$1,000 |
0 |
|
|
36 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|