|
Institutional
Holders
Total
Institutions:
|
45 9 |
|
Total
shares held :
|
427,263 |
|
% of shares
held :
|
18.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
Amount
of shares held :
|
-75,525 |
|
% of shares
held change :
|
-3.36% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$45.10 |
|
Last
Quarter's Ending
Price :
|
$48.26 |
|
Last
Quarter's Average
Price :
|
$46.77 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.06 (4.4%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Pathstone Holdings LLC |
1825 |
- |
2024-03-31 |
7,421 |
$358,000 |
0 |
|
PATHSTONE FAMILY OFFICE, LLC |
1300 |
- |
2023-09-30 |
7,421 |
$306,000 |
0 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
424 |
- |
2024-03-31 |
2,650 |
$128,000 |
0 |
|
US BANCORP |
2493 |
- |
2024-03-31 |
1,530 |
$74,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2341 |
- |
2024-03-31 |
600 |
$29,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3354 |
- |
2024-03-31 |
480 |
$23,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1890 |
- |
2023-12-31 |
408 |
$19,000 |
0 |
|
CHILTON CAPITAL MANAGEMENT LLC |
442 |
- |
2024-03-31 |
325 |
$16,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
5754 |
- |
2024-03-31 |
277 |
$13,000 |
0 |
|
McIlrath & Eck LLC |
771 |
- |
2024-03-31 |
92 |
$4,000 |
0 |
|
Tortoise Investment Management LLC |
798 |
- |
2024-03-31 |
24 |
$1,000 |
0 |
|
Byrne Asset Management LLC |
441 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
PROEQUITIES INC. |
7753 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6588 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
14 Records found
|
1
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Page 1 of 1 |
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