| |
Institutional
Holders
Total
Institutions:
 |
304  3 |
|
|
Total
shares held :
|
63,784,536 |
|
|
% of shares
held :
|
70.87% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
-2,036,354 |
|
|
% of shares
held change :
|
-2.26% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$38.22 |
|
|
Last
Quarter's Ending
Price :
|
$40.25 |
|
|
Last
Quarter's Average
Price :
|
$38.74 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.69 (1.78%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  EASTERN BANK |
106 |
- |
2024-03-31 |
76,111 |
$3,048,000 |
0 |
|
| AJ WEALTH STRATEGIES LLC |
78 |
- |
2023-06-30 |
68,156 |
$2,764,000 |
0 |
|
| BlueChip Wealth Advisors LLC |
32 |
- |
2024-03-31 |
30,127 |
$1,207,000 |
0 |
|
| DUDLEY CAPITAL MANAGEMENT LLC |
49 |
- |
2024-03-31 |
25,450 |
$1,008,000 |
0 |
|
| EverSource Wealth Advisors LLC |
166 |
- |
2024-03-31 |
24,279 |
$977,000 |
0 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
341 |
- |
2024-03-31 |
20,955 |
$843,000 |
0 |
|
| Jackson Hole Capital Partners LLC |
107 |
- |
2024-03-31 |
17,706 |
$709,000 |
0 |
|
| HARVEST VOLATILITY MANAGEMENT LLC |
5 |
- |
2024-03-31 |
15,234 |
$610,000 |
0 |
|
| Trilogy Capital Inc. |
192 |
- |
2024-03-31 |
13,592 |
$544,000 |
0 |
|
| Williams Jones Wealth Management LLC. |
335 |
- |
2024-03-31 |
13,375 |
$536,000 |
0 |
|
| Waterford Advisors LLC |
33 |
- |
2024-03-31 |
13,041 |
$522,000 |
0 |
|
| Keebeck Wealth Management LLC |
188 |
- |
2024-03-31 |
12,500 |
$501,000 |
0 |
|
| KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
225 |
- |
2024-03-31 |
12,431 |
$498,000 |
0 |
|
| Hummer Financial Advisory Services Inc |
53 |
- |
2024-03-31 |
10,700 |
$429,000 |
0 |
|
| COUNTRY CLUB BANK /GFN |
256 |
- |
2024-03-31 |
9,892 |
$396,000 |
0 |
|
| BLUE CREEK INVESTMENT PARTNERS LLC |
261 |
- |
2024-03-31 |
8,743 |
$350,000 |
0 |
|
| Krasney Financial LLC |
220 |
- |
2024-03-31 |
8,464 |
$339,000 |
0 |
|
| WSFS CAPITAL MANAGEMENT LLC |
332 |
- |
2024-03-31 |
7,969 |
$319,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
131 |
- |
2024-03-31 |
7,614 |
$305,000 |
0 |
|
| LexAurum Advisors LLC |
227 |
- |
2024-03-31 |
7,245 |
$290,000 |
0 |
|
| ADE LLC |
69 |
- |
2024-03-31 |
6,953 |
$278,000 |
0 |
|
| Perigon Wealth Management LLC |
721 |
- |
2024-03-31 |
6,430 |
$258,000 |
0 |
|
| Prestige Wealth Management Group LLC |
139 |
- |
2024-03-31 |
6,140 |
$246,000 |
0 |
|
| DOCK STREET ASSET MANAGEMENT INC |
45 |
- |
2024-03-31 |
5,585 |
$224,000 |
0 |
|
| DELTEC ASSET MANAGEMENT LLC |
143 |
- |
2024-03-31 |
5,400 |
$216,000 |
0 |
|
| TRANSATLANTIQUE PRIVATE WEALTH LLC |
202 |
- |
2024-03-31 |
5,001 |
$200,000 |
0 |
|
| Westside Investment Management Inc. |
218 |
- |
2024-03-31 |
4,800 |
$192,000 |
0 |
|
| Sachetta LLC |
159 |
- |
2024-03-31 |
3,670 |
$148,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
271 |
- |
2024-03-31 |
2,541 |
$102,000 |
0 |
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
82 |
- |
2024-03-31 |
2,103 |
$84,000 |
0 |
|
| Archer Investment Corp |
371 |
- |
2024-03-31 |
1,587 |
$64,000 |
0 |
|
| TD Waterhouse Canada Inc. |
989 |
- |
2024-03-31 |
1,600 |
$63,000 |
0 |
|
| Spire Wealth Management |
1151 |
- |
2024-03-31 |
1,503 |
$60,000 |
0 |
|
| OPTIMUM INVESTMENT ADVISORS |
370 |
- |
2024-03-31 |
1,200 |
$48,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
612 |
- |
2024-03-31 |
1,118 |
$45,000 |
0 |
|
| VisionPoint Advisory Group LLC |
305 |
- |
2024-03-31 |
956 |
$38,000 |
0 |
|
| ATWOOD & PALMER INC |
230 |
- |
2024-03-31 |
922 |
$37,000 |
0 |
|
| Investors Research Corp |
554 |
- |
2024-03-31 |
822 |
$33,000 |
0 |
|
| Washington Trust Advisors Inc. |
364 |
- |
2024-03-31 |
795 |
$32,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3419 |
- |
2024-03-31 |
500 |
$20,000 |
0 |
|
| HALLMARK CAPITAL MANAGEMENT INC |
243 |
- |
2024-03-31 |
447 |
$18,000 |
0 |
|
| Aspire Private Capital LLC |
430 |
- |
2024-03-31 |
191 |
$8,000 |
0 |
|
| SOA Wealth Advisors LLC. |
565 |
- |
2024-03-31 |
201 |
$8,000 |
0 |
|
| CFG ASSET MANAGEMENT LLC |
277 |
- |
2024-03-31 |
177 |
$7,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
634 |
- |
2024-03-31 |
90 |
$4,000 |
0 |
|
| Versant Capital Management Inc |
1685 |
- |
2024-03-31 |
16 |
$1,000 |
0 |
|
| Kozak & Associates Inc. |
474 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
47 Records found
|
1
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