|
Institutional
Holders
Total
Institutions:
|
47 0 |
|
Total
shares held :
|
1,642,006 |
|
% of shares
held :
|
84.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
149,524 |
|
% of shares
held change :
|
7.67% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$99.38 |
|
Last
Quarter's Ending
Price :
|
$109.54 |
|
Last
Quarter's Average
Price :
|
$103.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.96 (12.56%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
1320 |
- |
2024-03-31 |
393,895 |
$46,476,000 |
-25,951 |
|
MORGAN STANLEY |
2622 |
- |
2024-03-31 |
177,812 |
$20,980,000 |
-1,461 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
579 |
- |
2024-03-31 |
142,880 |
$16,858,000 |
-3,333 |
|
Aveo Capital Partners LLC |
43 |
- |
2024-03-31 |
50,480 |
$5,809,000 |
-73,127 |
|
WELLS FARGO & CO/MN |
1937 |
- |
2024-03-31 |
44,014 |
$5,193,000 |
-61,425 |
|
Gateway Wealth Partners LLC |
27 |
- |
2024-03-31 |
22,188 |
$2,618,000 |
-1,587 |
|
GREAT VALLEY ADVISOR GROUP INC. |
240 |
- |
2024-03-31 |
20,923 |
$2,469,000 |
-84 |
|
Advisor Group Holdings Inc. |
1816 |
- |
2024-03-31 |
14,328 |
$1,691,000 |
-22,226 |
|
ENVESTNET ASSET MANAGEMENT INC |
2724 |
- |
2024-03-31 |
13,025 |
$1,537,000 |
-13,609 |
|
GTS SECURITIES LLC |
787 |
- |
2024-03-31 |
4,256 |
$502,000 |
-175 |
|
Insight Folios Inc |
62 |
- |
2024-03-31 |
4,175 |
$493,000 |
-83 |
|
NORTHERN TRUST CORP |
3573 |
- |
2024-03-31 |
4,055 |
$478,000 |
-586 |
|
COMERICA BANK |
1981 |
- |
2024-03-31 |
3,416 |
$403,000 |
-4 |
|
ROYAL BANK OF CANADA |
3621 |
- |
2024-03-31 |
3,317 |
$391,000 |
-19,201 |
|
MCCORMACK ADVISORS INTERNATIONAL |
805 |
- |
2024-03-31 |
3,276 |
$387,000 |
-278 |
|
TOTAL INVESTMENT MANAGEMENT INC |
55 |
- |
2024-03-31 |
2,293 |
$271,000 |
-399 |
|
WEALTH EFFECTS LLC |
173 |
- |
2024-03-31 |
2,120 |
$250,000 |
-2,496 |
|
FMR LLC |
2863 |
- |
2024-03-31 |
1,730 |
$204,000 |
-1 |
|
|
18 Records found
|
1
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