| |
Institutional
Holders
Total
Institutions:
 |
101  14 |
|
|
Total
shares held :
|
2,878,634 |
|
|
% of shares
held :
|
27.42% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
|
Amount
of shares held :
|
314,410 |
|
|
% of shares
held change :
|
2.99% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.84 |
|
|
Last
Quarter's Ending
Price :
|
$100.13 |
|
|
Last
Quarter's Average
Price :
|
$96.29 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
17.16 (17.82%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SPC FINANCIAL, INC. |
16 |
- |
2024-03-31 |
181,640 |
$21,323,000 |
-5,934 |
|
| BANK OF AMERICA CORP /DE/ |
1957 |
- |
2024-03-31 |
164,686 |
$19,333,000 |
-19,577 |
|
| STIFEL FINANCIAL CORP |
659 |
- |
2024-03-31 |
124,834 |
$14,656,000 |
-9,308 |
|
| ROYAL BANK OF CANADA |
1290 |
- |
2024-03-31 |
122,157 |
$14,341,000 |
-23,569 |
|
| MinichMacGregor Wealth Management LLC |
8 |
- |
2024-03-31 |
96,179 |
$11,239,000 |
-5,512 |
|
| ADVISORY SERVICES NETWORK, LLC |
92 |
- |
2024-03-31 |
84,169 |
$9,881,000 |
-5,557 |
|
| GOLDMAN SACHS GROUP INC/ |
2324 |
- |
2024-03-31 |
58,778 |
$6,900,000 |
-6,725 |
|
| Legend Financial Advisors Inc. |
11 |
- |
2024-03-31 |
55,335 |
$6,496,000 |
-477 |
|
| Cadent Capital Advisors LLC |
18 |
- |
2024-03-31 |
42,032 |
$4,934,000 |
-1,196 |
|
| Well Done LLC |
26 |
- |
2024-03-31 |
39,981 |
$4,693,000 |
-2,093 |
|
| MARTIN & CO INC /TN/ |
30 |
- |
2024-03-31 |
37,894 |
$4,448,000 |
-1,296 |
|
| FOUNDERS FINANCIAL SECURITIES LLC |
52 |
- |
2024-03-31 |
34,860 |
$4,092,000 |
-206 |
|
| Chicago Wealth Management Inc. |
16 |
- |
2024-03-31 |
31,308 |
$3,675,000 |
-79 |
|
| MARINER WEALTH ADVISORS, LLC |
914 |
- |
2024-03-31 |
26,290 |
$3,086,000 |
-8,312 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1602 |
- |
2024-03-31 |
21,684 |
$2,546,000 |
-1,493 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2442 |
- |
2024-03-31 |
20,910 |
$2,455,000 |
-4,695 |
|
| Stonebridge Financial Planning Group LLC |
31 |
- |
2024-03-31 |
15,609 |
$1,832,000 |
-1,084 |
|
| HILLSTRUST |
100 |
- |
2024-03-31 |
15,293 |
$1,795,000 |
-145 |
|
| Capital Advisory Group Advisory Services LLC |
52 |
- |
2024-03-31 |
10,756 |
$1,263,000 |
-134 |
|
| Robinson Value Management Ltd. |
45 |
- |
2024-03-31 |
9,560 |
$1,122,000 |
-86 |
|
| ATRIA INVESTMENTS LLC |
887 |
- |
2023-12-31 |
10,161 |
$1,017,000 |
-3,771 |
|
| MUIRFIELD WEALTH ADVISORS LLC |
27 |
- |
2024-03-31 |
8,134 |
$955,000 |
-941 |
|
| SFMG, LLC |
134 |
- |
2024-03-31 |
4,705 |
$552,000 |
-40 |
|
| Retirement Planning Co of New England Inc. |
109 |
- |
2024-03-31 |
4,387 |
$515,000 |
-21 |
|
| STEPHENS INC /AR/ |
868 |
- |
2024-03-31 |
3,734 |
$438,000 |
-401 |
|
| BANK HAPOALIM BM |
106 |
- |
2024-03-31 |
3,682 |
$432,000 |
-125 |
|
| KINGSWOOD WEALTH ADVISORS LLC |
391 |
- |
2024-03-31 |
3,457 |
$406,000 |
-97 |
|
| Atria Wealth Solutions Inc. |
1377 |
- |
2024-03-31 |
3,293 |
$387,000 |
-5,868 |
|
| TFB Advisors LLC |
182 |
- |
2024-03-31 |
2,996 |
$338,000 |
-1 |
|
| MULTIFINANCIAL SECURITIES CORP |
2117 |
- |
2024-03-31 |
1,961 |
$230,000 |
-38 |
|
| PRIVATE TRUST CO NA |
658 |
- |
2024-03-31 |
1,646 |
$193,000 |
-1,035 |
|
| FMR LLC |
2988 |
- |
2024-03-31 |
1,209 |
$142,000 |
-130 |
|
| Sunbelt Securities Inc. |
714 |
- |
2024-03-31 |
799 |
$94,000 |
-1,533 |
|
| Penserra Capital Management LLC |
981 |
- |
2024-03-31 |
67 |
$7,000 |
-6 |
|
|
34 Records found
|
1
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