|
Institutional
Holders
Total
Institutions:
|
321 1 |
|
Total
shares held :
|
27,982,633 |
|
% of shares
held :
|
31.09% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
3,054,998 |
|
% of shares
held change :
|
3.39% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.27 |
|
Last
Quarter's Ending
Price :
|
$54.29 |
|
Last
Quarter's Average
Price :
|
$48.91 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.28 (6.71%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Biltmore Wealth Management LLC |
13 |
- |
2024-03-31 |
98,899 |
$5,369,000 |
0 |
|
CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC |
8 |
- |
2024-03-31 |
97,080 |
$5,223,000 |
0 |
|
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
36 |
- |
2024-03-31 |
80,120 |
$4,310,000 |
0 |
|
FIRST HAWAIIAN BANK |
142 |
- |
2024-03-31 |
61,417 |
$3,304,000 |
0 |
|
MOODY NATIONAL BANK TRUST DIVISION |
68 |
- |
2024-03-31 |
44,578 |
$2,398,000 |
0 |
|
Kohmann Bosshard Financial Services LLC |
47 |
- |
2024-03-31 |
43,262 |
$2,327,000 |
0 |
|
GUNMA BANK,LTD. |
23 |
- |
2024-03-31 |
35,000 |
$1,883,000 |
0 |
|
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) |
819 |
- |
2024-03-31 |
31,314 |
$1,670,000 |
0 |
|
TD Waterhouse Canada Inc. |
440 |
- |
2024-03-31 |
27,150 |
$1,417,000 |
0 |
|
RTD Financial Advisors Inc. |
56 |
- |
2024-03-31 |
26,264 |
$1,413,000 |
0 |
|
Global Strategic Investment Solutions LLC |
71 |
- |
2024-03-31 |
18,085 |
$973,000 |
0 |
|
HBW Advisory Services LLC |
133 |
- |
2024-03-31 |
17,010 |
$923,000 |
0 |
|
NORTHERN OAK CAPITAL MANAGEMENT INC |
123 |
- |
2024-03-31 |
16,812 |
$904,000 |
0 |
|
Integrated Investment Consultants LLC |
64 |
- |
2024-03-31 |
16,397 |
$882,000 |
0 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
421 |
- |
2024-03-31 |
13,358 |
$719,000 |
0 |
|
Garde Capital Inc. |
119 |
- |
2024-03-31 |
11,895 |
$639,000 |
0 |
|
Relative Value Partners Group LLC |
189 |
- |
2024-03-31 |
10,118 |
$526,000 |
0 |
|
MAS Advisors LLC |
42 |
- |
2024-03-31 |
8,361 |
$450,000 |
0 |
|
MBL Wealth LLC |
134 |
- |
2024-03-31 |
8,332 |
$448,000 |
0 |
|
FORTE ASSET MANAGEMENT LLC |
49 |
- |
2024-03-31 |
6,997 |
$376,000 |
0 |
|
COMMERCE BANK N A/MO |
961 |
- |
2024-03-31 |
6,784 |
$365,000 |
0 |
|
Spectrum Wealth Counsel LLC |
113 |
- |
2024-03-31 |
6,662 |
$358,000 |
0 |
|
KLINGENSTEIN FIELDS & CO LLC |
148 |
- |
2024-03-31 |
5,867 |
$316,000 |
0 |
|
Intergy Private Wealth LLC |
66 |
- |
2024-03-31 |
5,726 |
$308,000 |
0 |
|
ORBA Wealth Advisors L.L.C. |
82 |
- |
2024-03-31 |
5,422 |
$292,000 |
0 |
|
Sheaff Brock Investment Advisors LLC |
360 |
- |
2024-03-31 |
5,100 |
$274,000 |
0 |
|
BROWN ADVISORY HOLDINGS INC |
1095 |
- |
2024-03-31 |
5,000 |
$269,000 |
0 |
|
Sunbelt Securities Inc. |
516 |
- |
2024-03-31 |
3,825 |
$206,000 |
0 |
|
Biltmore Family Office LLC |
188 |
- |
2024-03-31 |
2,306 |
$124,000 |
0 |
|
Tortoise Investment Management LLC |
279 |
- |
2024-03-31 |
2,070 |
$111,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1719 |
- |
2024-03-31 |
2,021 |
$109,000 |
0 |
|
RFP Financial Group LLC |
130 |
- |
2024-03-31 |
1,917 |
$103,000 |
0 |
|
Center for Financial Planning Inc. |
183 |
- |
2024-03-31 |
1,850 |
$100,000 |
0 |
|
BALDWIN BROTHERS INC/MA |
335 |
- |
2024-03-31 |
1,190 |
$64,000 |
0 |
|
Lowe fs LLC |
128 |
- |
2024-03-31 |
798 |
$43,000 |
0 |
|
Johnson Midwest Financial LLC |
96 |
- |
2023-09-30 |
912 |
$43,000 |
0 |
|
Armor Investment Advisors LLC |
133 |
- |
2024-03-31 |
700 |
$38,000 |
0 |
|
Archer Investment Corp |
427 |
- |
2024-03-31 |
692 |
$37,000 |
0 |
|
UMB BANK N A/MO |
888 |
- |
2024-03-31 |
691 |
$37,000 |
0 |
|
SMITHFIELD TRUST CO |
656 |
- |
2024-03-31 |
521 |
$28,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3133 |
- |
2024-03-31 |
460 |
$25,000 |
0 |
|
Investors Research Corp |
641 |
- |
2024-03-31 |
322 |
$17,000 |
0 |
|
Ariel Capital Advisors LLC |
222 |
- |
2024-03-31 |
305 |
$16,000 |
0 |
|
Tyler-Stone Wealth Management |
546 |
- |
2024-03-31 |
295 |
$16,000 |
0 |
|
Capital Advisors Ltd. LLC |
641 |
- |
2024-03-31 |
279 |
$15,000 |
0 |
|
CARDIFF PARK ADVISORS LLC |
335 |
- |
2024-03-31 |
204 |
$11,000 |
0 |
|
ANCORA ADVISORS, LLC |
1366 |
- |
2024-03-31 |
100 |
$5,000 |
0 |
|
McIlrath & Eck LLC |
731 |
- |
2024-03-31 |
90 |
$5,000 |
0 |
|
Pineridge Advisors LLC |
394 |
- |
2024-03-31 |
76 |
$4,000 |
0 |
|
Salomon & Ludwin LLC |
700 |
- |
2024-03-31 |
58 |
$3,000 |
0 |
|
Spire Wealth Management |
2049 |
- |
2024-03-31 |
65 |
$3,000 |
0 |
|
EverSource Wealth Advisors LLC |
2120 |
- |
2024-03-31 |
29 |
$2,000 |
0 |
|
PSI Advisors LLC |
663 |
- |
2024-03-31 |
31 |
$2,000 |
0 |
|
Laurel Wealth Advisors LLC |
540 |
- |
2024-03-31 |
41 |
$2,000 |
0 |
|
Paladin Advisory Group LLC |
226 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
MV Capital Management Inc. |
792 |
- |
2024-03-31 |
8 |
$0 |
0 |
|
|
56 Records found
|
1
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