|
Institutional
Holders
Total
Institutions:
|
200 11 |
|
Total
shares held :
|
5,029,922 |
|
% of shares
held :
|
5.59% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-38 |
|
Amount
of shares held :
|
-323,691 |
|
% of shares
held change :
|
-0.36% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.24 |
|
Last
Quarter's Ending
Price :
|
$75.13 |
|
Last
Quarter's Average
Price :
|
$72.81 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.25 (1.72%) |
|
|
|
|
|
|
|
|
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/ |
1474 |
- |
2024-03-31 |
491,595 |
$36,934,000 |
-53,536 |
|
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP |
12 |
- |
2024-03-31 |
343,421 |
$25,801,000 |
-67,089 |
|
MORGAN STANLEY |
2562 |
- |
2024-03-31 |
297,179 |
$22,327,000 |
-17,582 |
|
WELLINGTON MANAGEMENT CO LLP |
1047 |
- |
2024-03-31 |
163,305 |
$12,269,000 |
-2,684 |
|
LPL FINANCIAL CORP |
1327 |
- |
2024-03-31 |
132,938 |
$9,988,000 |
-35,795 |
|
Money Design Co.Ltd. |
38 |
- |
2024-03-31 |
126,432 |
$9,499,000 |
-1,283 |
|
WELLS FARGO & CO/MN |
1680 |
- |
2024-03-31 |
106,556 |
$8,006,000 |
-6,154 |
|
ARKANSAS FINANCIAL GROUP INC. |
24 |
- |
2024-03-31 |
82,575 |
$6,204,000 |
-7,458 |
|
ANCORA ADVISORS, LLC |
161 |
- |
2024-03-31 |
67,739 |
$5,089,000 |
-141 |
|
AMERIPRISE FINANCIAL INC |
2348 |
- |
2024-03-31 |
61,644 |
$4,617,000 |
-59,106 |
|
Conservest Capital Advisors Inc. |
27 |
- |
2024-03-31 |
49,750 |
$3,738,000 |
-214 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
579 |
- |
2023-09-30 |
44,966 |
$3,539,000 |
-2,007 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1478 |
- |
2024-03-31 |
40,437 |
$3,038,000 |
-2,271 |
|
OLD MISSION CAPITAL LLC |
188 |
- |
2024-03-31 |
35,345 |
$2,655,000 |
-8,669 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1493 |
- |
2024-03-31 |
34,182 |
$2,568,000 |
-170,215 |
|
ROYAL BANK OF CANADA |
2358 |
- |
2024-03-31 |
33,486 |
$2,516,000 |
-21,071 |
|
VAN ECK ASSOCIATES CORP |
802 |
- |
2024-03-31 |
32,354 |
$2,431,000 |
-13,250 |
|
Ameraudi Asset Management Inc. |
23 |
- |
2024-03-31 |
28,929 |
$2,173,000 |
-1,398 |
|
J P MORGAN CHASE & CO |
2961 |
- |
2024-03-31 |
27,660 |
$2,078,000 |
-9,253 |
|
CITADEL ADVISORS LLC |
2434 |
- |
2024-03-31 |
25,658 |
$1,928,000 |
-25,173 |
|
US BANCORP |
881 |
- |
2024-03-31 |
24,113 |
$1,812,000 |
-16 |
|
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN |
40 |
- |
2024-03-31 |
22,566 |
$1,695,000 |
-102 |
|
NBT BANK N A /NY |
160 |
- |
2024-03-31 |
21,811 |
$1,639,000 |
-49 |
|
NTV ASSET MANAGEMENT LLC |
100 |
- |
2024-03-31 |
16,950 |
$1,273,000 |
-2,325 |
|
Carnick & Kubik Group LLC |
117 |
- |
2024-03-31 |
16,744 |
$1,258,000 |
-57,099 |
|
COMMERCE BANK N A/MO |
596 |
- |
2024-03-31 |
14,820 |
$1,113,000 |
-200 |
|
LEAVELL T & ASSOCIATES INC |
258 |
- |
2024-03-31 |
13,867 |
$1,042,000 |
-667 |
|
BB&T CORP |
1576 |
- |
2024-03-31 |
13,841 |
$1,040,000 |
-2,981 |
|
RAYMOND JAMES & ASSOCIATES |
2611 |
- |
2024-03-31 |
12,544 |
$942,000 |
-290 |
|
Orion Portfolio Solutions LLC |
1009 |
- |
2024-03-31 |
12,531 |
$941,000 |
-1,560 |
|
RENAISSANCE TECHNOLOGIES LLC |
2585 |
- |
2024-03-31 |
11,200 |
$841,000 |
-11,047 |
|
JANNEY MONTGOMERY SCOTT LLC |
1607 |
- |
2024-03-31 |
11,176 |
$840,000 |
-1,457 |
|
Private Advisor Group LLC |
1277 |
- |
2024-03-31 |
10,310 |
$775,000 |
-140 |
|
FINANCIAL NETWORK |
1882 |
- |
2024-03-31 |
7,118 |
$535,000 |
-9,159 |
|
BANK OF MONTREAL /CAN/ |
2045 |
- |
2024-03-31 |
5,364 |
$515,000 |
-2,939 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2373 |
- |
2024-03-31 |
5,789 |
$435,000 |
-2,280 |
|
FRANKLIN RESOURCES INC |
2186 |
- |
2024-03-31 |
5,762 |
$433,000 |
-1,400 |
|
Steward Partners Investment Advisory LLC |
1135 |
- |
2024-03-31 |
5,476 |
$411,000 |
-2,249 |
|
SMART PORTFOLIOS, LLC |
70 |
- |
2024-03-31 |
5,057 |
$380,000 |
-130 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
717 |
- |
2024-03-31 |
4,990 |
$375,000 |
-132 |
|
PROSPERA FINANCIAL SERVICES |
778 |
- |
2023-12-31 |
4,631 |
$353,000 |
-273 |
|
Private Wealth Advisors LLC |
62 |
- |
2024-03-31 |
4,691 |
$352,000 |
-187 |
|
MECHANICS BANK TRUST DEPARTMENT |
160 |
- |
2024-03-31 |
4,653 |
$350,000 |
-200 |
|
GSA CAPITAL PARTNERS LLP |
1116 |
- |
2024-03-31 |
4,664 |
$350,000 |
-2,815 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1411 |
- |
2024-03-31 |
3,876 |
$291,000 |
-5,524 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
574 |
- |
2024-03-31 |
3,782 |
$284,000 |
-388 |
|
Tyler-Stone Wealth Management |
172 |
- |
2024-03-31 |
3,117 |
$234,000 |
-435 |
|
PICTON MAHONEY ASSET MANAGEMENT |
248 |
- |
2024-03-31 |
3,000 |
$225,000 |
-500 |
|
ATLAS BROWNINC |
188 |
- |
2024-03-31 |
2,992 |
$225,000 |
-210 |
|
STIFEL FINANCIAL CORP |
3041 |
- |
2024-03-31 |
2,919 |
$219,000 |
-137 |
|
NATIONAL BANK OF CANADA /FI/ |
1228 |
- |
2024-03-31 |
2,937 |
$218,000 |
-392 |
|
Atria Wealth Solutions Inc. |
1765 |
- |
2024-03-31 |
2,851 |
$214,000 |
-52 |
|
Spire Wealth Management |
978 |
- |
2024-03-31 |
1,407 |
$106,000 |
-6,392 |
|
Capital Investment Advisory Services LLC |
585 |
- |
2024-03-31 |
1,119 |
$84,000 |
-75 |
|
FMR LLC |
3207 |
- |
2024-03-31 |
1,080 |
$81,000 |
-35 |
|
Parallel Advisors LLC |
1298 |
- |
2024-03-31 |
1,000 |
$75,000 |
-235 |
|
IFP Advisors Inc |
1383 |
- |
2023-12-31 |
900 |
$69,000 |
-75 |
|
Westside Investment Management Inc. |
320 |
- |
2024-03-31 |
862 |
$65,000 |
-50 |
|
WHITTIER TRUST CO OF NEVADA INC |
715 |
- |
2024-03-31 |
573 |
$43,000 |
-66 |
|
Capital Analysts Inc. |
760 |
- |
2024-03-31 |
357 |
$27,000 |
-233 |
|
PRINCIPAL SECURITIES INC. |
2081 |
- |
2024-03-31 |
230 |
$17,000 |
-204 |
|
VALLEY NATIONAL ADVISERS INC |
622 |
- |
2024-03-31 |
158 |
$11,000 |
-44 |
|
Global Retirement Partners LLC |
2601 |
- |
2024-03-31 |
34 |
$3,000 |
-5 |
|
Centerpoint Advisors LLC |
393 |
- |
2024-03-31 |
27 |
$2,000 |
-232 |
|
FWL INVESTMENT MANAGEMENT LLC |
209 |
- |
2024-03-31 |
20 |
$2,000 |
-51 |
|
TOWER RESEARCH CAPITAL LLC |
5704 |
- |
2024-03-31 |
6 |
$0 |
-26 |
|
|
66 Records found
|
1
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