| |
Institutional
Holders
Total
Institutions:
 |
107  2 |
|
|
Total
shares held :
|
35,622,277 |
|
|
% of shares
held :
|
77.59% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
|
Amount
of shares held :
|
-533,469 |
|
|
% of shares
held change :
|
-1.16% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.29 |
|
|
Last
Quarter's Ending
Price :
|
$53.50 |
|
|
Last
Quarter's Average
Price :
|
$50.07 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 3.87 (7.73%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  NORTHERN TRUST CORP |
61 |
- |
2024-03-31 |
29,494,347 |
$1,609,990,000 |
-111,591 |
|
| MORGAN STANLEY |
3038 |
- |
2024-03-31 |
253,829 |
$13,856,000 |
-4,373 |
|
| Landmark Financial Advisors LLC |
10 |
- |
2023-12-31 |
196,482 |
$10,512,000 |
-9,471 |
|
| NBT BANK N A /NY |
51 |
- |
2024-03-31 |
122,829 |
$6,705,000 |
-3,126 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1792 |
- |
2024-03-31 |
119,803 |
$6,540,000 |
-6,835 |
|
| Wealth Architects LLC |
37 |
- |
2024-03-31 |
58,031 |
$3,168,000 |
-2,434 |
|
| Money Design Co.Ltd. |
67 |
- |
2024-03-31 |
45,500 |
$2,484,000 |
-11,213 |
|
| LPL FINANCIAL CORP |
2370 |
- |
2024-03-31 |
43,504 |
$2,375,000 |
-12,784 |
|
| Brio Consultants LLC |
46 |
- |
2024-03-31 |
34,276 |
$1,871,000 |
-268 |
|
| BANK OF NEW YORK MELLON CORP |
3027 |
- |
2024-03-31 |
22,382 |
$1,222,000 |
-3,568 |
|
| UBS Group AG |
3525 |
- |
2024-03-31 |
18,537 |
$1,012,000 |
-7,059 |
|
| MML INVESTORS SERVICES LLC |
1540 |
- |
2024-03-31 |
14,428 |
$788,000 |
-1,345 |
|
| BANK OF AMERICA CORP /DE/ |
4209 |
- |
2024-03-31 |
13,084 |
$714,000 |
-12,045 |
|
| Edge Capital Group LLC |
192 |
- |
2024-03-31 |
12,603 |
$688,000 |
-460 |
|
| Endowment Wealth Management Inc. |
64 |
- |
2024-03-31 |
9,535 |
$520,000 |
-172 |
|
| ORBA Wealth Advisors L.L.C. |
57 |
- |
2024-03-31 |
9,184 |
$501,000 |
-429 |
|
| CALAMOS WEALTH MANAGEMENT LLC |
183 |
- |
2024-03-31 |
9,165 |
$500,000 |
-7,611 |
|
| Independence Bank of Kentucky |
157 |
- |
2024-03-31 |
8,410 |
$459,000 |
-165 |
|
| ROYAL BANK OF CANADA |
3522 |
- |
2024-03-31 |
8,329 |
$455,000 |
-880 |
|
| U.S. Capital Wealth Advisors LLC |
525 |
- |
2024-03-31 |
6,688 |
$365,000 |
-490 |
|
| BANK OF MONTREAL /CAN/ |
2315 |
- |
2024-03-31 |
6,239 |
$341,000 |
-140 |
|
| Bickling Financial Services Inc. |
89 |
- |
2022-12-31 |
5,876 |
$296,000 |
-1,920 |
|
| TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
170 |
- |
2024-03-31 |
4,403 |
$240,000 |
-7 |
|
| SEVEN MILE ADVISORY |
129 |
- |
2024-03-31 |
4,210 |
$230,000 |
-369 |
|
| INVESCO LTD |
3481 |
- |
2024-03-31 |
4,137 |
$226,000 |
-1,460 |
|
| Advisor Group Holdings Inc. |
3778 |
- |
2024-03-31 |
3,173 |
$173,000 |
-4,175 |
|
| FRANKLIN RESOURCES INC |
2503 |
- |
2024-03-31 |
3,039 |
$166,000 |
-14,666 |
|
| Millburn Ridgefield Corp |
57 |
- |
2024-03-31 |
2,630 |
$144,000 |
-601 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2408 |
- |
2024-03-31 |
2,588 |
$141,000 |
-703 |
|
| FIFTH THIRD BANCORP |
1052 |
- |
2024-03-31 |
2,511 |
$137,000 |
-1,189 |
|
| US BANCORP |
2335 |
- |
2024-03-31 |
1,906 |
$104,000 |
-75 |
|
| JFS WEALTH ADVISORS, LLC |
445 |
- |
2024-03-31 |
827 |
$45,000 |
-3,392 |
|
| FMR LLC |
3823 |
- |
2024-03-31 |
380 |
$21,000 |
-240 |
|
| Farther Finance Advisors LLC |
1707 |
- |
2024-03-31 |
205 |
$11,000 |
-78 |
|
| WELLS FARGO & CO/MN |
5175 |
- |
2024-03-31 |
169 |
$9,000 |
-1,292 |
|
| Ronald Blue Trust Inc. |
1525 |
- |
2024-03-31 |
127 |
$7,000 |
-33 |
|
| CWM LLC |
3966 |
- |
2024-03-31 |
35 |
$2,000 |
-496 |
|
|
37 Records found
|
1
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