|
Institutional
Holders
Total
Institutions:
|
259 19 |
|
Total
shares held :
|
49,938,037 |
|
% of shares
held :
|
55.49% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
48 |
|
Amount
of shares held :
|
9,281,676 |
|
% of shares
held change :
|
10.31% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$34.21 |
|
Last
Quarter's Ending
Price :
|
$37.72 |
|
Last
Quarter's Average
Price :
|
$35.69 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.72 (21.63%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
39
|
1,720,008
|
3.44%
|
|
|
Increased
Positions : |
101
|
9,144,089
|
18.31%
|
|
|
Unchanged
Positions : |
47
|
1,238,056
|
2.48%
|
|
|
Decreased
Positions : |
72
|
-1,343,859
|
-2.69%
|
|
|
Closed
Positions : |
20
|
-238,562
|
-0.48%
|
|
|
Guru
Positions : |
1
|
5,676,289
|
11.37%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK HAPOALIM BM |
8 |
- |
2024-03-31 |
468,000 |
$19,717,000 |
0 |
|
RDL FINANCIAL INC |
1 |
- |
2024-03-31 |
35,642 |
$12,465,000 |
0 |
|
Pegasus Partners Ltd. |
19 |
- |
2024-03-31 |
249,690 |
$10,519,000 |
0 |
|
Sage Mountain Advisors LLC |
31 |
- |
2024-03-31 |
105,830 |
$4,459,000 |
0 |
|
KCM INVESTMENT ADVISORS LLC |
131 |
- |
2024-03-31 |
64,176 |
$2,704,000 |
0 |
|
GREENLEAF TRUST |
229 |
- |
2024-03-31 |
35,220 |
$1,484,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
889 |
- |
2024-03-31 |
22,190 |
$935,000 |
0 |
|
SUMMIT ASSET MANAGEMENT, LLC |
85 |
- |
2024-03-31 |
13,315 |
$561,000 |
0 |
|
Kohmann Bosshard Financial Services LLC |
114 |
- |
2024-03-31 |
11,090 |
$467,000 |
0 |
|
Selective Wealth Management |
64 |
- |
2024-03-31 |
11,172 |
$465,000 |
0 |
|
FOCUS Wealth Advisors LLC |
46 |
- |
2024-03-31 |
10,920 |
$460,000 |
0 |
|
SAVANT CAPITAL MANAGEMENT INC |
779 |
- |
2024-03-31 |
10,201 |
$430,000 |
0 |
|
PINNACLE FINANCIAL PARTNERS INC |
353 |
- |
2024-03-31 |
8,650 |
$364,000 |
0 |
|
MainStreet Investment Advisors LLC |
138 |
- |
2024-03-31 |
8,565 |
$361,000 |
0 |
|
MASSMUTUAL TRUST CO FSB/ADV |
321 |
- |
2024-03-31 |
8,565 |
$361,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
1764 |
- |
2024-03-31 |
8,480 |
$357,000 |
0 |
|
Darrow Company Inc. |
37 |
- |
2024-03-31 |
8,459 |
$356,000 |
0 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
589 |
- |
2024-03-31 |
8,020 |
$338,000 |
0 |
|
IEQ CAPITAL LLC |
773 |
- |
2024-03-31 |
7,070 |
$298,000 |
0 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
112 |
- |
2024-03-31 |
6,416 |
$270,000 |
0 |
|
Moloney Securities Asset Management LLC |
361 |
- |
2024-03-31 |
6,120 |
$258,000 |
0 |
|
CLS INVESTMENT FIRM LLC |
1214 |
- |
2022-12-31 |
914 |
$252,000 |
0 |
|
Apeiron RIA LLC |
186 |
- |
2024-03-31 |
5,850 |
$246,000 |
0 |
|
Kelman-Lazarov Inc. |
97 |
- |
2024-03-31 |
5,500 |
$232,000 |
0 |
|
Novak & Powell Financial Services Inc. |
123 |
- |
2024-03-31 |
5,306 |
$224,000 |
0 |
|
CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
68 |
- |
2022-12-31 |
517 |
$143,000 |
0 |
|
HANSON MCCLAIN, INC. |
896 |
- |
2024-03-31 |
3,320 |
$140,000 |
0 |
|
Washington Trust Advisors Inc. |
219 |
- |
2024-03-31 |
3,300 |
$139,000 |
0 |
|
S.A. Mason LLC |
187 |
- |
2024-03-31 |
3,100 |
$131,000 |
0 |
|
GLENMEDE TRUST CO NA |
1224 |
- |
2024-03-31 |
2,900 |
$122,000 |
0 |
|
EverSource Wealth Advisors LLC |
619 |
- |
2024-03-31 |
2,820 |
$106,000 |
0 |
|
SIGNATUREFD, LLC |
1539 |
- |
2024-03-31 |
1,238 |
$52,000 |
0 |
|
Winthrop Capital Management LLC |
86 |
- |
2024-03-31 |
1,200 |
$51,000 |
0 |
|
Register Financial Advisors LLC |
341 |
- |
2024-03-31 |
1,220 |
$51,000 |
0 |
|
SYM FINANCIAL CORPORATION |
132 |
- |
2024-03-31 |
1,100 |
$46,000 |
0 |
|
Archer Investment Corp |
405 |
- |
2024-03-31 |
1,096 |
$46,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
480 |
- |
2022-12-31 |
157 |
$43,000 |
0 |
|
BLACKROCK INC. |
4591 |
- |
2024-03-31 |
1,000 |
$42,000 |
0 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
392 |
- |
2024-03-31 |
950 |
$40,000 |
0 |
|
Iron Horse Wealth Management LLC |
109 |
- |
2024-03-31 |
750 |
$32,000 |
0 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
166 |
- |
2024-03-31 |
750 |
$32,000 |
0 |
|
CVA Family Office LLC |
612 |
- |
2024-03-31 |
550 |
$23,000 |
0 |
|
CGC Financial Services LLC |
178 |
- |
2024-03-31 |
350 |
$15,000 |
0 |
|
Parallel Advisors LLC |
2217 |
- |
2024-03-31 |
278 |
$12,000 |
0 |
|
Y.D. More Investments Ltd |
311 |
- |
2024-03-31 |
260 |
$11,000 |
0 |
|
Founders Capital Management |
289 |
- |
2024-03-31 |
230 |
$10,000 |
0 |
|
West Branch Capital LLC |
294 |
- |
2024-03-31 |
190 |
$8,000 |
0 |
|
Nalls Sherbakoff Group LLC |
291 |
- |
2023-12-31 |
150 |
$6,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
542 |
- |
2024-03-31 |
57 |
$2,000 |
0 |
|
Transcendent Capital Group LLC |
371 |
- |
2024-03-31 |
39 |
$2,000 |
0 |
|
Element Wealth LLC |
260 |
- |
2024-03-31 |
21 |
$1,000 |
0 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
677 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
Clear Point Advisors Inc. |
542 |
- |
2024-03-31 |
10 |
$0 |
0 |
|
|
53 Records found
|
1
|
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