| |
Institutional
Holders
Total
Institutions:
 |
111  0 |
|
|
Total
shares held :
|
6,028,977 |
|
|
% of shares
held :
|
23.92% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
|
Amount
of shares held :
|
457,309 |
|
|
% of shares
held change :
|
1.81% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$84.22 |
|
|
Last
Quarter's Ending
Price :
|
$79.25 |
|
|
Last
Quarter's Average
Price :
|
$78.91 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 1.90 (2.41%) |
|
|
|
|
|
|
|
|
|
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/ |
1111 |
- |
2024-03-31 |
858,778 |
$68,058,000 |
-158,044 |
|
| LPL FINANCIAL CORP |
560 |
- |
2024-03-31 |
602,224 |
$47,726,000 |
-236,204 |
|
| MORGAN STANLEY |
1930 |
- |
2024-03-31 |
515,067 |
$40,819,000 |
-19,432 |
|
| UBS Group AG |
1265 |
- |
2024-03-31 |
224,535 |
$17,794,000 |
-24,446 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
555 |
- |
2024-03-31 |
214,148 |
$16,971,000 |
-5,112 |
|
| WELLS FARGO & CO/MN |
1231 |
- |
2024-03-31 |
205,066 |
$16,252,000 |
-36,462 |
|
| WCG Wealth Advisors LLC |
33 |
- |
2024-03-31 |
124,255 |
$9,847,000 |
-12,809 |
|
| Atlas Financial Advisors Inc. |
3 |
- |
2024-03-31 |
123,512 |
$9,788,000 |
-1,336 |
|
| Krilogy Financial LLC |
32 |
- |
2024-03-31 |
113,650 |
$9,007,000 |
-165,538 |
|
| LEGACY PRIVATE TRUST CO. |
76 |
- |
2024-03-31 |
48,729 |
$3,862,000 |
-11,048 |
|
| Paragon Advisors LLC |
22 |
- |
2024-03-31 |
40,308 |
$3,194,000 |
-8,435 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1347 |
- |
2024-03-31 |
38,820 |
$3,076,000 |
-41,089 |
|
| RAYMOND JAMES & ASSOCIATES |
2052 |
- |
2024-03-31 |
29,546 |
$2,342,000 |
-26,265 |
|
| FINANCIAL NETWORK |
1243 |
- |
2024-03-31 |
17,456 |
$1,383,000 |
-42 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
166 |
- |
2024-03-31 |
12,690 |
$1,006,000 |
-167 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1515 |
- |
2024-03-31 |
12,525 |
$993,000 |
-2,097 |
|
| BOYER & CORPORON WEALTH MANAGEMENT, LLC |
52 |
- |
2024-03-31 |
11,130 |
$882,000 |
-568 |
|
| North Ridge Wealth Advisors Inc. |
25 |
- |
2024-03-31 |
9,111 |
$722,000 |
-338 |
|
| HOLLENCREST SECURITIES LLC |
174 |
- |
2024-03-31 |
8,601 |
$682,000 |
-191 |
|
| MULTIFINANCIAL SECURITIES CORP |
1411 |
- |
2024-03-31 |
8,408 |
$666,000 |
-400 |
|
| ASHFORD CAPITAL MANAGEMENT INC |
78 |
- |
2024-03-31 |
7,477 |
$593,000 |
-11,217 |
|
| Cutler Group LP |
83 |
- |
2024-03-31 |
7,413 |
$587,000 |
-2,477 |
|
| GOLDMAN SACHS GROUP INC/ |
3920 |
- |
2024-03-31 |
6,310 |
$500,000 |
-8,090 |
|
| Fermata Advisors LLC |
151 |
- |
2024-03-31 |
4,199 |
$333,000 |
-3,996 |
|
| J P MORGAN CHASE & CO |
3969 |
- |
2024-03-31 |
4,056 |
$321,000 |
-152 |
|
| Hoxton Planning & Management LLC |
112 |
- |
2024-03-31 |
3,995 |
$317,000 |
-157 |
|
| AE Wealth Management LLC |
953 |
- |
2024-03-31 |
3,764 |
$298,000 |
-57,421 |
|
| Coppell Advisory Solutions LLC |
264 |
- |
2023-12-31 |
2,340 |
$200,000 |
-227,210 |
|
| PRIVATE TRUST CO NA |
744 |
- |
2024-03-31 |
1,841 |
$146,000 |
-498 |
|
| Larson Financial Group LLC |
511 |
- |
2024-03-31 |
1,438 |
$114,000 |
-158 |
|
| SIMPLEX TRADING LLC |
1529 |
- |
2024-03-31 |
425 |
$33,000 |
-388 |
|
| AdvisorNet Financial Inc |
1009 |
- |
2024-03-31 |
310 |
$25,000 |
-200 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
970 |
- |
2024-03-31 |
289 |
$23,000 |
-543 |
|
| CITIGROUP INC |
4228 |
- |
2024-03-31 |
136 |
$11,000 |
-21 |
|
| Geneos Wealth Management Inc. |
1980 |
- |
2024-03-31 |
7 |
$1,000 |
-30 |
|
| BNP PARIBAS ARBITRAGE SA |
3112 |
- |
2024-03-31 |
3 |
$0 |
-3 |
|
| FMR LLC |
5285 |
- |
2024-03-31 |
1 |
$0 |
-33 |
|
| Creekmur Asset Management LLC |
858 |
- |
2024-03-31 |
1 |
$0 |
-105 |
|
|
38 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
