| |
Institutional
Holders
Total
Institutions:
 |
88  8 |
|
|
Total
shares held :
|
13,335,988 |
|
|
% of shares
held :
|
57.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 4 |
|
|
Amount
of shares held :
|
-487,184 |
|
|
% of shares
held change :
|
-2.1% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.19 |
|
|
Last
Quarter's Ending
Price :
|
$27.95 |
|
|
Last
Quarter's Average
Price :
|
$26.75 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.47 (5.5%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Miracle Mile Advisors LLC |
39 |
- |
2024-03-31 |
1,006,910 |
$28,143,000 |
-113,816 |
|
| BANK OF AMERICA CORP /DE/ |
1973 |
- |
2024-03-31 |
679,499 |
$18,992,000 |
-161,633 |
|
| WELLS FARGO & CO/MN |
1269 |
- |
2024-03-31 |
547,987 |
$15,316,000 |
-40,307 |
|
| LPL FINANCIAL CORP |
1181 |
- |
2024-03-31 |
449,671 |
$12,568,000 |
-178,324 |
|
| HIGHTOWER ADVISORS, LLC |
638 |
- |
2024-03-31 |
412,744 |
$11,533,000 |
-214,835 |
|
| Capital Planning Advisors LLC |
16 |
- |
2024-03-31 |
370,311 |
$10,350,000 |
-40,901 |
|
| COLONY GROUP LLC |
161 |
- |
2023-09-30 |
298,622 |
$8,051,000 |
-19,751 |
|
| Eldridge Investment Advisors Inc. |
14 |
- |
2024-03-31 |
269,713 |
$7,538,000 |
-19,021 |
|
| COLONY GROUP, LLC |
265 |
- |
2024-03-31 |
245,611 |
$6,865,000 |
-1,057,162 |
|
| Cornerstone Wealth Group LLC |
61 |
- |
2024-03-31 |
167,083 |
$4,670,000 |
-5,586 |
|
| Auxano Advisors LLC |
15 |
- |
2024-03-31 |
156,632 |
$4,378,000 |
-25,746 |
|
| TRUST POINT INC. |
32 |
- |
2024-03-31 |
146,461 |
$4,094,000 |
-88,903 |
|
| UBS Group AG |
2380 |
- |
2024-03-31 |
141,444 |
$3,953,000 |
-2,102 |
|
| DeDora Capital Inc. |
21 |
- |
2024-03-31 |
122,705 |
$3,430,000 |
-34,843 |
|
| Retireful LLC |
20 |
- |
2024-03-31 |
117,901 |
$3,295,000 |
-12,584 |
|
| Advisor Group Holdings Inc. |
1493 |
- |
2024-03-31 |
94,123 |
$2,631,000 |
-14,600 |
|
| HBK SORCE ADVISORY LLC |
124 |
- |
2024-03-31 |
81,515 |
$2,278,000 |
-22,119 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
929 |
- |
2024-03-31 |
72,927 |
$2,038,000 |
-4,631 |
|
| CAPTRUST FINANCIAL ADVISORS |
888 |
- |
2024-03-31 |
57,982 |
$1,621,000 |
-4,670 |
|
| Private Advisor Group LLC |
1109 |
- |
2024-03-31 |
40,572 |
$1,134,000 |
-13,098 |
|
| SCOTIA CAPITAL INC. |
477 |
- |
2024-03-31 |
39,127 |
$1,094,000 |
-4,685 |
|
| ECLECTIC ASSOCIATES INC /ADV |
44 |
- |
2024-03-31 |
30,246 |
$845,000 |
-8,053 |
|
| AVIANCE CAPITAL PARTNERS, LLC |
171 |
- |
2024-03-31 |
28,417 |
$794,000 |
-1,768 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2634 |
- |
2024-03-31 |
21,546 |
$602,000 |
-4,564 |
|
| WCG Wealth Advisors LLC |
212 |
- |
2024-03-31 |
20,094 |
$562,000 |
-1,889 |
|
| CITADEL ADVISORS LLC |
3836 |
- |
2024-03-31 |
16,257 |
$454,000 |
-1,150 |
|
| Bank of Marin |
94 |
- |
2024-03-31 |
12,166 |
$340,000 |
-173 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3984 |
- |
2024-03-31 |
11,278 |
$315,000 |
-4,733 |
|
| BARNES PETTEY FINANCIAL ADVISORS LLC |
68 |
- |
2024-03-31 |
10,539 |
$295,000 |
-19,562 |
|
| ROYAL BANK OF CANADA |
4474 |
- |
2024-03-31 |
4,535 |
$127,000 |
-297 |
|
| HARBOUR INVESTMENTS INC. |
1120 |
- |
2023-12-31 |
3,794 |
$103,000 |
-190 |
|
| COMERICA BANK |
2743 |
- |
2024-03-31 |
1,858 |
$52,000 |
-42 |
|
| Global Retirement Partners LLC |
1730 |
- |
2024-03-31 |
839 |
$23,000 |
-2,494 |
|
| Parallel Advisors LLC |
2338 |
- |
2024-03-31 |
323 |
$9,000 |
-440 |
|
| PRINCIPAL SECURITIES INC. |
2692 |
- |
2024-03-31 |
148 |
$4,000 |
-109 |
|
| FMR LLC |
5251 |
- |
2024-03-31 |
5 |
$0 |
-218 |
|
|
36 Records found
|
1
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