|
Institutional
Holders
Total
Institutions:
|
48 3 |
|
Total
shares held :
|
962,315 |
|
% of shares
held :
|
54.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-6,743 |
|
% of shares
held change :
|
-0.39% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$114.83 |
|
Last
Quarter's Ending
Price :
|
$126.87 |
|
Last
Quarter's Average
Price :
|
$117.23 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.77 (3.22%) |
|
|
|
|
|
|
|
|
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/ |
2021 |
- |
2024-03-31 |
140,976 |
$17,886,000 |
-22,755 |
|
AMUNDI |
890 |
- |
2024-03-31 |
56,272 |
$6,663,000 |
-12,685 |
|
MORGAN STANLEY |
4580 |
- |
2024-03-31 |
12,094 |
$1,534,000 |
-3,107 |
|
STIFEL FINANCIAL CORP |
2095 |
- |
2024-03-31 |
8,986 |
$1,140,000 |
-308 |
|
BB&T CORP |
1829 |
- |
2024-03-31 |
4,857 |
$616,000 |
-2,742 |
|
Source Financial Advisors LLC |
117 |
- |
2024-03-31 |
1,654 |
$210,000 |
-1,424 |
|
GeoWealth Management LLC |
669 |
- |
2024-03-31 |
1,654 |
$210,000 |
-1,424 |
|
Aptus Capital Advisors LLC |
992 |
- |
2024-03-31 |
103 |
$13,000 |
-45 |
|
ALPHAMARK ADVISORS LLC |
627 |
- |
2024-03-31 |
22 |
$3,000 |
-81 |
|
|
9 Records found
|
1
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Page 1 of 1 |
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