|
Institutional
Holders
Total
Institutions:
|
857 55 |
|
Total
shares held :
|
325,575,175 |
|
% of shares
held :
|
36.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
218 |
|
Amount
of shares held :
|
46,818,176 |
|
% of shares
held change :
|
5.2% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$50.24 |
|
Last
Quarter's Ending
Price :
|
$55.90 |
|
Last
Quarter's Average
Price :
|
$52.39 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.68 (18.48%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
TAIYO LIFE INSURANCE CO |
|
- |
2024-03-31 |
1,940,500 |
$119,399,000 |
0 |
|
ARMSTRONG ADVISORY GROUP INC |
3 |
- |
2024-03-31 |
1,151,529 |
$64,370,000 |
0 |
|
DAIDO LIFE INSURANCE CO |
5 |
- |
2024-03-31 |
669,441 |
$41,191,000 |
0 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
5 |
- |
2024-03-31 |
550,171 |
$33,852,000 |
0 |
|
KNIGHTSBRIDGE ASSET MANAGEMENT LLC |
2 |
- |
2024-03-31 |
333,558 |
$18,646,000 |
0 |
|
RBF CAPITAL, LLC |
25 |
- |
2024-03-31 |
214,574 |
$13,203,000 |
0 |
|
Beaumont Financial Advisors LLC |
51 |
- |
2024-03-31 |
70,510 |
$4,338,000 |
0 |
|
GREENLEAF TRUST |
148 |
- |
2024-03-31 |
41,012 |
$2,523,000 |
0 |
|
Advisors Preferred LLC |
49 |
- |
2024-03-31 |
39,705 |
$2,439,000 |
0 |
|
My Personal CFO LLC |
27 |
- |
2024-03-31 |
30,000 |
$1,846,000 |
0 |
|
Capital Planning Advisors LLC |
60 |
- |
2024-03-31 |
29,466 |
$1,813,000 |
0 |
|
HARMONY ASSET MANAGEMENT LLC |
41 |
- |
2024-03-31 |
28,365 |
$1,745,000 |
0 |
|
VANTAGE INVESTMENT PARTNERS, LLC |
50 |
- |
2024-03-31 |
28,305 |
$1,742,000 |
0 |
|
Stegent Equity Advisors Inc. |
20 |
- |
2024-03-31 |
26,739 |
$1,645,000 |
0 |
|
MAS Advisors LLC |
16 |
- |
2024-03-31 |
24,248 |
$1,492,000 |
0 |
|
Flower City Capital |
11 |
- |
2024-03-31 |
20,948 |
$1,289,000 |
0 |
|
Cherry Tree Wealth Management LLC |
62 |
- |
2024-03-31 |
17,438 |
$1,073,000 |
0 |
|
Bluesphere Advisors LLC |
29 |
- |
2024-03-31 |
16,661 |
$1,025,000 |
0 |
|
WELCH CAPITAL PARTNERS LLC/NY |
11 |
- |
2024-03-31 |
14,780 |
$909,000 |
0 |
|
JACOBSON & SCHMITT ADVISORS LLC |
43 |
- |
2024-03-31 |
14,333 |
$882,000 |
0 |
|
Capital Advisors Ltd. LLC |
120 |
- |
2024-03-31 |
12,156 |
$748,000 |
0 |
|
American Planning Services Inc. |
18 |
- |
2024-03-31 |
12,085 |
$744,000 |
0 |
|
HBW Advisory Services LLC |
146 |
- |
2024-03-31 |
13,099 |
$732,000 |
0 |
|
LAKE STREET ADVISORS GROUP LLC |
272 |
- |
2023-12-31 |
12,653 |
$707,000 |
0 |
|
EverSource Wealth Advisors LLC |
209 |
- |
2024-03-31 |
12,131 |
$678,000 |
0 |
|
Cranbrook Wealth Management LLC |
62 |
- |
2024-03-31 |
9,496 |
$584,000 |
0 |
|
Archford Capital Strategies LLC |
164 |
- |
2024-03-31 |
9,013 |
$555,000 |
0 |
|
MAGNOLIA CAPITAL MANAGEMENT LTD |
47 |
- |
2024-03-31 |
8,895 |
$547,000 |
0 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
145 |
- |
2024-03-31 |
8,514 |
$524,000 |
0 |
|
Chemistry Wealth Management LLC |
94 |
- |
2024-03-31 |
8,407 |
$517,000 |
0 |
|
ORBA Wealth Advisors L.L.C. |
56 |
- |
2024-03-31 |
8,175 |
$503,000 |
0 |
|
Global Strategic Investment Solutions LLC |
96 |
- |
2024-03-31 |
8,000 |
$492,000 |
0 |
|
M3 Advisory Group LLC |
49 |
- |
2024-03-31 |
7,777 |
$479,000 |
0 |
|
OPUS INVESTMENT MANAGEMENT INC |
37 |
- |
2024-03-31 |
7,185 |
$442,000 |
0 |
|
FLC Capital Advisors |
100 |
- |
2024-03-31 |
7,161 |
$441,000 |
0 |
|
BKD WEALTH ADVISORS LLC |
307 |
- |
2024-03-31 |
6,666 |
$410,000 |
0 |
|
Adviser Investments LLC |
419 |
- |
2024-03-31 |
6,430 |
$396,000 |
0 |
|
Campbell Wealth Management |
52 |
- |
2024-03-31 |
6,384 |
$393,000 |
0 |
|
Trust Co of the South |
81 |
- |
2024-03-31 |
6,079 |
$374,000 |
0 |
|
Wilson & Boucher Capital Management LLC |
85 |
- |
2024-03-31 |
5,900 |
$363,000 |
0 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
53 |
- |
2024-03-31 |
5,765 |
$355,000 |
0 |
|
Defender Capital LLC. |
26 |
- |
2024-03-31 |
5,500 |
$338,000 |
0 |
|
Northstar Group Inc. |
110 |
- |
2024-03-31 |
5,400 |
$332,000 |
0 |
|
Summit Financial Strategies Inc. |
107 |
- |
2024-03-31 |
5,313 |
$327,000 |
0 |
|
Hardy Reed LLC |
86 |
- |
2024-03-31 |
5,177 |
$319,000 |
0 |
|
EDGEMOOR CAPITAL MANAGEMENT INC |
133 |
- |
2024-03-31 |
5,129 |
$316,000 |
0 |
|
BP WEALTH MANAGEMENT LLC |
604 |
- |
2024-03-31 |
5,128 |
$316,000 |
0 |
|
TPG Financial Advisors LLC |
52 |
- |
2023-12-31 |
5,575 |
$311,000 |
0 |
|
CLARIS ADVISORS LLC / MO / |
41 |
- |
2024-03-31 |
4,908 |
$302,000 |
0 |
|
JONES FINANCIAL COMPANIES LLLP |
401 |
- |
2024-03-31 |
4,873 |
$300,000 |
0 |
|
Heartwood Wealth Advisors LLC |
115 |
- |
2024-03-31 |
4,875 |
$300,000 |
0 |
|
Steigerwald Gordon & Koch Inc. |
103 |
- |
2024-03-31 |
4,804 |
$296,000 |
0 |
|
Westside Investment Management Inc. |
182 |
- |
2024-03-31 |
4,636 |
$285,000 |
0 |
|
CWA Asset Management Group LLC |
449 |
- |
2024-03-31 |
4,310 |
$265,000 |
0 |
|
DEUTSCHE BANK AG |
2591 |
- |
2024-03-31 |
4,312 |
$265,000 |
0 |
|
Argent Trust Co |
568 |
- |
2024-03-31 |
4,209 |
$259,000 |
0 |
|
Krueger & Catalano Capital Partners LLC |
90 |
- |
2024-03-31 |
4,118 |
$253,000 |
0 |
|
ROMANO BROTHERS AND COMPANY |
281 |
- |
2024-03-31 |
4,000 |
$246,000 |
0 |
|
HARBOR ADVISORY CORP /MA/ |
80 |
- |
2024-03-31 |
3,936 |
$242,000 |
0 |
|
WADE G W & INC |
369 |
- |
2023-12-31 |
4,300 |
$240,000 |
0 |
|
COLONY GROUP LLC |
701 |
- |
2023-09-30 |
4,527 |
$228,000 |
0 |
|
F/M Investments LLC |
62 |
- |
2024-03-31 |
3,631 |
$223,000 |
0 |
|
GUYASUTA INVESTMENT ADVISORS INC |
238 |
- |
2024-03-31 |
3,976 |
$222,000 |
0 |
|
Pinnacle Bank |
206 |
- |
2024-03-31 |
3,109 |
$191,000 |
0 |
|
FRANKLIN RESOURCES INC |
2502 |
- |
2024-03-31 |
2,706 |
$167,000 |
0 |
|
Provident Wealth Management LLC |
67 |
- |
2024-03-31 |
2,691 |
$166,000 |
0 |
|
Winthrop Capital Management LLC |
69 |
- |
2024-03-31 |
2,368 |
$146,000 |
0 |
|
Glassman Wealth Services |
76 |
- |
2024-03-31 |
2,207 |
$136,000 |
0 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
189 |
- |
2024-03-31 |
2,025 |
$125,000 |
0 |
|
INDIANA TRUST & INVESTMENT MANAGEMENT CO |
197 |
- |
2024-03-31 |
2,000 |
$123,000 |
0 |
|
GLENMEDE TRUST CO NA |
1226 |
- |
2024-03-31 |
1,915 |
$118,000 |
0 |
|
GRAND WEALTH MANAGEMENT LLC |
50 |
- |
2024-03-31 |
1,720 |
$106,000 |
0 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
370 |
- |
2024-03-31 |
1,300 |
$80,000 |
0 |
|
Salomon & Ludwin LLC |
334 |
- |
2024-03-31 |
925 |
$57,000 |
0 |
|
SMITHFIELD TRUST CO |
543 |
- |
2024-03-31 |
925 |
$57,000 |
0 |
|
BALLAST ADVISORS LLC |
143 |
- |
2024-03-31 |
884 |
$54,000 |
0 |
|
Kalos Management Inc. |
67 |
- |
2023-06-30 |
1,025 |
$53,000 |
0 |
|
Sachetta LLC |
246 |
- |
2024-03-31 |
888 |
$50,000 |
0 |
|
CARDIFF PARK ADVISORS LLC |
308 |
- |
2024-03-31 |
790 |
$49,000 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
360 |
- |
2024-03-31 |
747 |
$46,000 |
0 |
|
Venturi Wealth Management LLC |
560 |
- |
2024-03-31 |
620 |
$38,000 |
0 |
|
WOLFF WIESE MAGANA LLC |
175 |
- |
2024-03-31 |
563 |
$35,000 |
0 |
|
CHILTON CAPITAL MANAGEMENT LLC |
373 |
- |
2024-03-31 |
563 |
$35,000 |
0 |
|
BARCLAYS PLC |
3735 |
- |
2024-03-31 |
500 |
$31,000 |
0 |
|
ATLAS CAPITAL ADVISORS LLC |
585 |
- |
2024-03-31 |
500 |
$31,000 |
0 |
|
TOTH FINANCIAL ADVISORY CORP |
370 |
- |
2024-03-31 |
394 |
$24,000 |
0 |
|
AMUNDI |
1784 |
- |
2024-03-31 |
396 |
$23,000 |
0 |
|
HORIZON BANCORP /IN/ |
185 |
- |
2024-03-31 |
196 |
$12,000 |
0 |
|
Vermillion & White Wealth Management Group LLC |
215 |
- |
2024-03-31 |
181 |
$11,000 |
0 |
|
AllSquare Wealth Management LLC |
371 |
- |
2024-03-31 |
160 |
$10,000 |
0 |
|
EPG Wealth Management LLC |
389 |
- |
2024-03-31 |
141 |
$9,000 |
0 |
|
Providence Capital Advisors LLC |
255 |
- |
2024-03-31 |
125 |
$8,000 |
0 |
|
CAMBRIDGE TRUST CO |
600 |
- |
2024-03-31 |
97 |
$6,000 |
0 |
|
FinTrust Capital Advisors LLC |
956 |
- |
2024-03-31 |
78 |
$5,000 |
0 |
|
Element Wealth LLC |
242 |
- |
2024-03-31 |
65 |
$4,000 |
0 |
|
Cassady Schiller Wealth Management LLC |
388 |
- |
2024-03-31 |
65 |
$4,000 |
0 |
|
SUMMIT INVESTMENT ADVISORS INC |
2990 |
- |
2024-03-31 |
43 |
$3,000 |
0 |
|
Nemes Rush Group LLC |
539 |
- |
2024-03-31 |
45 |
$3,000 |
0 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
875 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
Sanctuary Wealth Management L.L.C. |
221 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
|
|
100 Records found
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1
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