| |
Institutional
Holders
Total
Institutions:
 |
585  29 |
|
|
Total
shares held :
|
50,569,909 |
|
|
% of shares
held :
|
25.44% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
2,098,633 |
|
|
% of shares
held change :
|
 1.06% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$93.27 |
|
|
Last
Quarter's Ending
Price :
|
$101.46 |
|
|
Last
Quarter's Average
Price :
|
$96.75 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.94 (2.01%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
74
|
1,172,388
|
2.32%
|
|
|
|
Increased
Positions : |
218
|
3,668,270
|
7.25%
|
|
 |
Unchanged
Positions : |
96
|
1,397,238
|
2.76%
|
|
|
|
Decreased
Positions : |
197
|
-2,146,681
|
-4.24%
|
|
|
|
Closed
Positions : |
103
|
-595,344
|
-1.18%
|
|
|
|
Guru
Positions : |
2
|
83,957
|
0.17%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  EverSource Wealth Advisors LLC |
257 |
- |
2024-03-31 |
1,222 |
$463,000 |
0 |
|
| Sonen Capital LLC |
39 |
- |
2023-12-31 |
4,860 |
$1,840,000 |
0 |
|
| THOMAS WHITE INTERNATIONAL LTD |
229 |
- |
2023-06-30 |
1,188 |
$456,000 |
0 |
|
| HM PAYSON & CO |
653 |
- |
2023-12-31 |
360 |
$136,000 |
0 |
|
| KB FINANCIAL PARTNERS LLC |
315 |
- |
2023-09-30 |
368 |
$116,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
664 |
- |
2022-12-31 |
160 |
$52,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
713 |
- |
2023-12-31 |
104 |
$40,000 |
0 |
|
| Sachetta LLC |
720 |
- |
2024-03-31 |
4 |
$2,000 |
0 |
|
| Rockbridge Investment Management LCC |
679 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
|
9 Records found
|
1
|
Page 1 of 1 |
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