|
Institutional
Holders
Total
Institutions:
|
79 7 |
|
Total
shares held :
|
917,979 |
|
% of shares
held :
|
75.24% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-49,505 |
|
% of shares
held change :
|
-4.06% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$64.79 |
|
Last
Quarter's Ending
Price :
|
$71.74 |
|
Last
Quarter's Average
Price :
|
$64.97 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.50 (3.85%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
1166 |
- |
2024-03-31 |
197,346 |
$12,780,000 |
-9,516 |
|
BANK OF AMERICA CORP /DE/ |
2748 |
- |
2024-03-31 |
104,903 |
$6,793,000 |
-104,122 |
|
SPINNAKER TRUST |
96 |
- |
2024-03-31 |
46,597 |
$3,018,000 |
-7,606 |
|
Capital Analysts Inc. |
208 |
- |
2024-03-31 |
20,346 |
$1,318,000 |
-264 |
|
MML INVESTORS SERVICES LLC |
1320 |
- |
2024-03-31 |
18,056 |
$1,169,000 |
-1,446 |
|
UBS Group AG |
4000 |
- |
2024-03-31 |
8,505 |
$551,000 |
-1,009 |
|
TOWER RESEARCH CAPITAL LLC |
911 |
- |
2024-03-31 |
7,156 |
$463,000 |
-1,679 |
|
ROYAL BANK OF CANADA |
3512 |
- |
2024-03-31 |
7,126 |
$462,000 |
-1,352 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2599 |
- |
2024-03-31 |
6,631 |
$429,000 |
-6,791 |
|
MARINER WEALTH ADVISORS, LLC |
2198 |
- |
2024-03-31 |
6,225 |
$403,000 |
-592 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2458 |
- |
2024-03-31 |
6,176 |
$400,000 |
-5,382 |
|
MEADOWBROOK INVESTMENT ADVISORS LLC |
67 |
- |
2024-03-31 |
5,993 |
$388,000 |
-370 |
|
ENVESTNET ASSET MANAGEMENT INC |
3599 |
- |
2024-03-31 |
5,501 |
$356,000 |
-14,116 |
|
Concord Wealth Partners |
164 |
- |
2024-03-31 |
5,355 |
$347,000 |
-1,416 |
|
Fort Point Capital Partners LLC |
240 |
- |
2024-03-31 |
5,123 |
$332,000 |
-2,119 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1376 |
- |
2024-03-31 |
4,857 |
$314,000 |
-285 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1471 |
- |
2023-09-30 |
4,480 |
$302,000 |
-295 |
|
Cetera Investment Advisers |
3226 |
- |
2024-03-31 |
3,583 |
$232,000 |
-9,476 |
|
MORGAN STANLEY |
5495 |
- |
2024-03-31 |
3,467 |
$225,000 |
-1,046 |
|
CITADEL ADVISORS LLC |
4483 |
- |
2024-03-31 |
3,431 |
$222,000 |
-4,553 |
|
Advisor Group Holdings Inc. |
3632 |
- |
2024-03-31 |
3,132 |
$203,000 |
-2,636 |
|
Nalls Sherbakoff Group LLC |
101 |
- |
2023-12-31 |
2,043 |
$147,000 |
-11 |
|
Farther Finance Advisors LLC |
800 |
- |
2024-03-31 |
2,274 |
$147,000 |
-745 |
|
PNC FINANCIAL SERVICES GROUP INC |
2835 |
- |
2024-03-31 |
1,038 |
$67,000 |
-575 |
|
Mascoma Wealth Management LLC |
159 |
- |
2024-03-31 |
1,009 |
$65,000 |
-156 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
778 |
- |
2024-03-31 |
882 |
$57,000 |
-680 |
|
CWM LLC |
2615 |
- |
2024-03-31 |
457 |
$30,000 |
-832 |
|
Geneos Wealth Management Inc. |
1275 |
- |
2024-03-31 |
400 |
$26,000 |
-150 |
|
OPTIMUM INVESTMENT ADVISORS |
476 |
- |
2024-03-31 |
250 |
$16,000 |
-100 |
|
Founders Capital Management |
322 |
- |
2024-03-31 |
50 |
$3,000 |
-251 |
|
Qube Research & Technologies Ltd |
3548 |
- |
2024-03-31 |
12 |
$1,000 |
-73 |
|
|
31 Records found
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1
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