|
Institutional
Holders
Total
Institutions:
|
118 6 |
|
Total
shares held :
|
1,780,341 |
|
% of shares
held :
|
4.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-23 |
|
Amount
of shares held :
|
-298,981 |
|
% of shares
held change :
|
-0.8% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$69.64 |
|
Last
Quarter's Ending
Price :
|
$78.58 |
|
Last
Quarter's Average
Price :
|
$73.00 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
14.89 (20.4%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Phoenix Holdings Ltd. |
51 |
- |
2024-03-31 |
366,476 |
$31,761,000 |
0 |
|
SENTINEL TRUST CO LBA |
67 |
- |
2024-03-31 |
15,800 |
$1,369,000 |
0 |
|
MMBG INVESTMENT ADVISORS CO. |
103 |
- |
2024-03-31 |
8,580 |
$743,000 |
0 |
|
Family Firm Inc. |
118 |
- |
2024-03-31 |
5,517 |
$478,000 |
0 |
|
JTC Employer Solutions Trusteee Ltd |
89 |
- |
2024-03-31 |
4,700 |
$406,000 |
0 |
|
GREENWOOD CAPITAL ASSOCIATES LLC |
217 |
- |
2024-03-31 |
4,264 |
$369,000 |
0 |
|
Mandatum Life Insurance Co Ltd |
54 |
- |
2024-03-31 |
3,750 |
$325,000 |
0 |
|
FIFTH THIRD BANCORP |
914 |
- |
2024-03-31 |
3,030 |
$263,000 |
0 |
|
MPS Loria Financial Planners LLC |
73 |
- |
2024-03-31 |
2,785 |
$241,000 |
0 |
|
Front Row Advisors LLC |
113 |
- |
2024-03-31 |
2,722 |
$236,000 |
0 |
|
Lindbrook Capital LLC |
519 |
- |
2024-03-31 |
1,213 |
$105,000 |
0 |
|
Sunbelt Securities Inc. |
734 |
- |
2024-03-31 |
997 |
$86,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1245 |
- |
2023-12-31 |
979 |
$77,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2121 |
- |
2024-03-31 |
571 |
$49,000 |
0 |
|
NBT BANK N A /NY |
408 |
- |
2024-03-31 |
520 |
$45,000 |
0 |
|
Sound Income Strategies LLC |
439 |
- |
2024-03-31 |
481 |
$42,000 |
0 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
517 |
- |
2024-03-31 |
438 |
$38,000 |
0 |
|
AdvisorNet Financial Inc |
911 |
- |
2024-03-31 |
406 |
$35,000 |
0 |
|
Founders Financial Alliance LLC |
406 |
- |
2024-03-31 |
389 |
$34,000 |
0 |
|
SANDY SPRING BANK |
654 |
- |
2024-03-31 |
387 |
$34,000 |
0 |
|
FRANKLIN RESOURCES INC |
2655 |
- |
2024-03-31 |
360 |
$31,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
949 |
- |
2024-03-31 |
242 |
$21,000 |
0 |
|
Riggs Asset Managment Co. Inc. |
183 |
- |
2024-03-31 |
233 |
$20,000 |
0 |
|
Nalls Sherbakoff Group LLC |
247 |
- |
2023-12-31 |
200 |
$16,000 |
0 |
|
Efficient Wealth Management LLC |
258 |
- |
2024-03-31 |
151 |
$14,000 |
0 |
|
US BANCORP |
3217 |
- |
2024-03-31 |
142 |
$12,000 |
0 |
|
JOHNSON FINANCIAL GROUP, INC. |
550 |
- |
2024-03-31 |
128 |
$11,000 |
0 |
|
NBC SECURITIES INC. |
1630 |
- |
2024-03-31 |
116 |
$11,000 |
0 |
|
Impact Partnership Wealth LLC |
437 |
- |
2024-03-31 |
132 |
$11,000 |
0 |
|
OPTIMUM INVESTMENT ADVISORS |
526 |
- |
2024-03-31 |
100 |
$9,000 |
0 |
|
TUCKER ASSET MANAGEMENT LLC |
513 |
- |
2023-12-31 |
97 |
$8,000 |
0 |
|
Aptus Capital Advisors LLC |
1067 |
- |
2024-03-31 |
62 |
$5,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
4630 |
- |
2024-03-31 |
63 |
$5,000 |
0 |
|
Cornerstone Planning Group LLC |
563 |
- |
2024-03-31 |
53 |
$4,000 |
0 |
|
Integrity Financial Corp /WA |
189 |
- |
2024-03-31 |
41 |
$4,000 |
0 |
|
Rise Advisors LLC |
1117 |
- |
2024-03-31 |
345 |
$3,000 |
0 |
|
IFP Advisors Inc |
2574 |
- |
2023-12-31 |
33 |
$3,000 |
0 |
|
Anchor Investment Management LLC |
961 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
Emerald Investment Partners LLC |
472 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
680 |
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
PROEQUITIES INC. |
2777 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
J P MORGAN CHASE & CO |
5849 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
ORG Partners LLC |
669 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
|
43 Records found
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1
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