|
Institutional
Holders
Total
Institutions:
|
170 20 |
|
Total
shares held :
|
6,687,363 |
|
% of shares
held :
|
15.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
5,614 |
|
% of shares
held change :
|
0.01% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$74.64 |
|
Last
Quarter's Ending
Price :
|
$84.64 |
|
Last
Quarter's Average
Price :
|
$77.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.29 (12%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
826 |
- |
2024-03-31 |
288,473 |
$25,732,000 |
-26,817 |
|
MORGAN STANLEY |
2653 |
- |
2024-03-31 |
228,559 |
$20,388,000 |
-46,245 |
|
Rothschild & Co Wealth Management UK Ltd |
16 |
- |
2024-03-31 |
159,757 |
$14,250,000 |
-571 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
496 |
- |
2024-03-31 |
99,861 |
$8,908,000 |
-2,426 |
|
RAYMOND JAMES & ASSOCIATES |
1416 |
- |
2024-03-31 |
71,513 |
$6,379,000 |
-9,921 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1141 |
- |
2024-03-31 |
57,841 |
$5,159,000 |
-9,406 |
|
Oxinas Partners Wealth Management LLC |
6 |
- |
2024-03-31 |
53,865 |
$4,805,000 |
-2,473 |
|
CAP Partners LLC |
3 |
- |
2024-03-31 |
51,907 |
$4,630,000 |
-1,102 |
|
Advisor Group Holdings Inc. |
1263 |
- |
2024-03-31 |
40,213 |
$3,587,000 |
-4,086 |
|
Wambolt & Associates LLC |
45 |
- |
2024-03-31 |
27,512 |
$2,449,000 |
-4,385 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1766 |
- |
2024-03-31 |
22,392 |
$1,997,000 |
-15,524 |
|
MULTIFINANCIAL SECURITIES CORP |
835 |
- |
2024-03-31 |
21,726 |
$1,938,000 |
-1,738 |
|
AE Wealth Management LLC |
517 |
- |
2024-03-31 |
19,998 |
$1,784,000 |
-11,285 |
|
JANNEY MONTGOMERY SCOTT LLC |
1240 |
- |
2024-03-31 |
18,376 |
$1,639,000 |
-552 |
|
HB Wealth Management LLC |
287 |
- |
2024-03-31 |
17,510 |
$1,562,000 |
-3,799 |
|
Presidio Capital Management LLC |
17 |
- |
2024-03-31 |
12,476 |
$1,113,000 |
-243,012 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
60 |
- |
2024-03-31 |
11,290 |
$1,007,000 |
-1,462 |
|
CITADEL ADVISORS LLC |
3088 |
- |
2024-03-31 |
11,046 |
$985,000 |
-12,502 |
|
Capital Market Strategies LLC |
36 |
- |
2024-03-31 |
9,372 |
$836,000 |
-786 |
|
DANA INVESTMENT ADVISORS INC |
392 |
- |
2024-03-31 |
9,286 |
$828,000 |
-470 |
|
Mutual Advisors LLC |
576 |
- |
2024-03-31 |
8,198 |
$731,000 |
-9,064 |
|
SeaCrest Wealth Management LLC |
254 |
- |
2024-03-31 |
7,532 |
$672,000 |
-599 |
|
FINANCIAL NETWORK |
1864 |
- |
2024-03-31 |
6,184 |
$552,000 |
-517 |
|
Steel Peak Wealth Management LLC |
293 |
- |
2024-03-31 |
5,368 |
$479,000 |
-129,638 |
|
NATIONAL ASSET MANAGEMENT, INC. |
825 |
- |
2024-03-31 |
6,238 |
$466,000 |
-43,662 |
|
Waterloo Capital L.P. |
239 |
- |
2024-03-31 |
4,766 |
$425,000 |
-22 |
|
Dynamic Advisors Solutions LLC |
658 |
- |
2024-03-31 |
4,559 |
$407,000 |
-930 |
|
TILIA FIDUCIARY PARTNERS INC. |
75 |
- |
2024-03-31 |
4,551 |
$406,000 |
-254 |
|
J P MORGAN CHASE & CO |
3927 |
- |
2024-03-31 |
3,885 |
$347,000 |
-6,291 |
|
MEITAV DASH INVESTMENTS LTD |
198 |
- |
2024-03-31 |
3,600 |
$321,000 |
-700 |
|
Integrated Advisors Network LLC |
593 |
- |
2024-03-31 |
3,270 |
$292,000 |
-329 |
|
HOWARD FINANCIAL SERVICES LTD. |
128 |
- |
2024-03-31 |
3,191 |
$285,000 |
-85 |
|
GATEWAY ADVISORY, LLC |
116 |
- |
2024-03-31 |
3,186 |
$284,000 |
-382 |
|
Total Clarity Wealth Management Inc. |
208 |
- |
2024-03-31 |
3,126 |
$279,000 |
-5 |
|
AJ WEALTH STRATEGIES LLC |
252 |
- |
2023-06-30 |
3,497 |
$269,000 |
-1,051 |
|
Kaizen Financial Strategies |
104 |
- |
2024-03-31 |
2,664 |
$238,000 |
-90 |
|
Diligent Investors LLC |
301 |
- |
2024-03-31 |
2,466 |
$220,000 |
-426 |
|
NBC SECURITIES INC. |
988 |
- |
2024-03-31 |
912 |
$81,000 |
-79 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
288 |
- |
2024-03-31 |
901 |
$80,000 |
-11 |
|
Ronald Blue Trust Inc. |
1498 |
- |
2024-03-31 |
91 |
$8,000 |
-2 |
|
PRINCIPAL SECURITIES INC. |
2528 |
- |
2024-03-31 |
67 |
$6,000 |
-9 |
|
Archer Investment Corp |
813 |
- |
2024-03-31 |
32 |
$3,000 |
-40 |
|
WELLS FARGO & CO/MN |
6309 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
|
43 Records found
|
1
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