|
Institutional
Holders
Total
Institutions:
|
145 7 |
|
Total
shares held :
|
7,698,438 |
|
% of shares
held :
|
85.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
847,644 |
|
% of shares
held change :
|
9.42% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.14 |
|
Last
Quarter's Ending
Price :
|
$97.26 |
|
Last
Quarter's Average
Price :
|
$92.55 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.46 (1.58%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
P-Solve LLC |
5 |
- |
2024-03-31 |
145,368 |
$13,963,000 |
0 |
|
FIRST NATIONAL CORP /MA/ /ADV |
59 |
- |
2024-03-31 |
15,259 |
$1,484,000 |
0 |
|
Allianz Investment Management U.S. LLC |
29 |
- |
2024-03-31 |
9,000 |
$864,000 |
0 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
602 |
- |
2024-03-31 |
4,041 |
$384,000 |
0 |
|
Rocky Mountain Advisers LLC |
74 |
- |
2024-03-31 |
1,400 |
$134,000 |
0 |
|
Global Retirement Partners LLC |
983 |
- |
2024-03-31 |
1,270 |
$122,000 |
0 |
|
Northwest Capital Management Inc |
209 |
- |
2024-03-31 |
650 |
$62,000 |
0 |
|
PRIVATE TRUST CO NA |
1160 |
- |
2024-03-31 |
451 |
$43,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1652 |
- |
2024-03-31 |
424 |
$40,000 |
0 |
|
Aspire Private Capital LLC |
254 |
- |
2024-03-31 |
406 |
$39,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
582 |
- |
2024-03-31 |
300 |
$29,000 |
0 |
|
Front Row Advisors LLC |
351 |
- |
2024-03-31 |
275 |
$26,000 |
0 |
|
Emerald Investment Partners LLC |
384 |
- |
2024-03-31 |
246 |
$24,000 |
0 |
|
RE Dickinson Investment Advisors LLC |
152 |
- |
2024-03-31 |
111 |
$11,000 |
0 |
|
Main Street Group LTD |
478 |
- |
2024-03-31 |
75 |
$7,000 |
0 |
|
GPS Wealth Strategies Group LLC |
997 |
- |
2024-03-31 |
50 |
$5,000 |
0 |
|
Sunbelt Securities Inc. |
1361 |
- |
2024-03-31 |
50 |
$5,000 |
0 |
|
Geneos Wealth Management Inc. |
1778 |
- |
2024-03-31 |
41 |
$4,000 |
0 |
|
Sutton Wealth Advisors Inc. |
717 |
- |
2023-09-30 |
17 |
$2,000 |
0 |
|
Aptus Capital Advisors LLC |
1139 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
ATTICUS WEALTH MANAGEMENT LLC |
520 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Tortoise Investment Management LLC |
864 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
22 Records found
|
1
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