|
Institutional
Holders
Total
Institutions:
|
116 2 |
|
Total
shares held :
|
1,877,459 |
|
% of shares
held :
|
28.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
7,983 |
|
% of shares
held change :
|
0.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$73.35 |
|
Last
Quarter's Ending
Price :
|
$81.05 |
|
Last
Quarter's Average
Price :
|
$75.45 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.26 (5.65%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FOSTER DYKEMA CABOT & CO INC/MA |
37 |
- |
2023-09-30 |
21,299 |
$1,587,000 |
0 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
907 |
- |
2023-09-30 |
16,449 |
$1,226,000 |
0 |
|
Annapolis Financial Services LLC |
57 |
- |
2024-03-31 |
10,400 |
$819,000 |
0 |
|
Tolleson Wealth Management Inc. |
53 |
- |
2024-03-31 |
8,980 |
$707,000 |
0 |
|
Levy Wealth Management Group LLC |
61 |
- |
2024-03-31 |
5,496 |
$445,000 |
0 |
|
HANSON MCCLAIN, INC. |
602 |
- |
2024-03-31 |
5,107 |
$402,000 |
0 |
|
FTB Advisors Inc. |
390 |
- |
2024-03-31 |
4,678 |
$368,000 |
0 |
|
Cedar Brook Financial Partners LLC |
283 |
- |
2024-03-31 |
4,426 |
$348,000 |
0 |
|
Kestra Advisory Services LLC |
2065 |
- |
2024-03-31 |
3,384 |
$266,000 |
0 |
|
Eaton Financial Holdings Company LLC |
56 |
- |
2024-03-31 |
3,244 |
$255,000 |
0 |
|
BerganKDV Wealth Management LLC |
244 |
- |
2023-06-30 |
2,032 |
$161,000 |
0 |
|
Tanglewood Legacy Advisors LLC |
116 |
- |
2024-03-31 |
1,400 |
$110,000 |
0 |
|
LFA - Lugano Financial Advisors SA |
107 |
- |
2024-03-31 |
1,250 |
$98,000 |
0 |
|
RFP Financial Group LLC |
142 |
- |
2024-03-31 |
1,112 |
$88,000 |
0 |
|
Financial Perspectives Inc |
276 |
- |
2024-03-31 |
621 |
$49,000 |
0 |
|
Capital Analysts Inc. |
697 |
- |
2024-03-31 |
516 |
$41,000 |
0 |
|
JTC Employer Solutions Trusteee Ltd |
263 |
- |
2024-03-31 |
508 |
$40,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1592 |
- |
2023-12-31 |
442 |
$36,000 |
0 |
|
Qube Research & Technologies Ltd |
3121 |
- |
2024-03-31 |
349 |
$27,000 |
0 |
|
Financial Advisory Service Inc. |
385 |
- |
2024-03-31 |
303 |
$24,000 |
0 |
|
PROEQUITIES INC. |
1463 |
- |
2024-03-31 |
300 |
$24,000 |
0 |
|
Security National Bank |
227 |
- |
2024-03-31 |
250 |
$20,000 |
0 |
|
Spire Wealth Management |
1614 |
- |
2024-03-31 |
178 |
$14,000 |
0 |
|
Cherry Tree Wealth Management LLC |
343 |
- |
2024-03-31 |
161 |
$13,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
3439 |
- |
2024-03-31 |
163 |
$13,000 |
0 |
|
Front Row Advisors LLC |
536 |
- |
2024-03-31 |
150 |
$12,000 |
0 |
|
Joseph Group Capital Management |
82 |
- |
2024-03-31 |
126 |
$10,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1990 |
- |
2024-03-31 |
113 |
$9,000 |
0 |
|
Financial Connections Group Inc. |
|
- |
2024-03-31 |
100 |
$8,000 |
0 |
|
Sunbelt Securities Inc. |
1397 |
- |
2024-03-31 |
54 |
$4,000 |
0 |
|
Rise Advisors LLC |
1140 |
- |
2024-03-31 |
31 |
$2,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1872 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Hexagon Capital Partners LLC |
1425 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
33 Records found
|
1
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