|
Institutional
Holders
Total
Institutions:
|
323 16 |
|
Total
shares held :
|
30,433,742 |
|
% of shares
held :
|
15.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
49 |
|
Amount
of shares held :
|
5,490,413 |
|
% of shares
held change :
|
2.71% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$63.95 |
|
Last
Quarter's Ending
Price :
|
$73.38 |
|
Last
Quarter's Average
Price :
|
$66.13 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.55 (11.42%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SigFig Wealth Management LLC |
131 |
*Closed |
2024-03-31 |
0 |
$0 |
-43,457 |
|
RICHARDSON FINANCIAL SERVICES INC. |
554 |
*Closed |
2024-03-31 |
0 |
$0 |
-479 |
|
MATRIX PRIVATE CAPITAL GROUP LLC |
146 |
*Closed |
2024-03-31 |
0 |
$0 |
-25 |
|
Envestnet Portfolio Solutions Inc. |
1601 |
*Closed |
2024-03-31 |
0 |
$0 |
-75,899 |
|
BANK OF MONTREAL /CAN/ |
3408 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,345 |
|
ADVISORY SERVICES NETWORK, LLC |
2492 |
*Closed |
2024-03-31 |
0 |
$0 |
-215 |
|
FIFTH THIRD BANCORP |
2391 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,598 |
|
Atomi Financial Group Inc. |
732 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,947 |
|
Northwest Financial Advisors |
810 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,751 |
|
Koss-Olinger Consulting LLC |
123 |
*Closed |
2024-03-31 |
0 |
$0 |
-69,727 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
3529 |
*Closed |
2024-03-31 |
0 |
$0 |
-50,877 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
197 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,673 |
|
TUCKER ASSET MANAGEMENT LLC |
1019 |
*Closed |
2023-12-31 |
0 |
$0 |
-46 |
|
Orin Green Financial LLC |
19 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,621 |
|
New Century Financial Group LLC |
186 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,434 |
|
TSFG LLC |
856 |
*Closed |
2024-03-31 |
0 |
$0 |
-200 |
|
Meridian Wealth Management LLC |
387 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,856 |
|
PROSPERA FINANCIAL SERVICES |
1081 |
*Closed |
2023-12-31 |
0 |
$0 |
-62,123 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
276 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,798 |
|
HOWE & RUSLING INC |
407 |
*Closed |
2024-03-31 |
0 |
$0 |
-51 |
|
VERITABLE LP |
459 |
*Closed |
2023-09-30 |
0 |
$0 |
-72,130 |
|
CITIGROUP INC |
4659 |
*Closed |
2024-03-31 |
0 |
$0 |
-12 |
|
Raleigh Capital Management Inc. |
1044 |
*Closed |
2024-03-31 |
0 |
$0 |
-65 |
|
Rockwood Wealth Management LLC |
84 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,147 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
415 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,047 |
|
INDIANA TRUST & INVESTMENT MANAGEMENT CO |
489 |
*Closed |
2024-03-31 |
0 |
$0 |
-87 |
|
Spire Wealth Management |
2404 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,404 |
|
Glass Jacobson Investment Advisors llc |
782 |
*Closed |
2024-03-31 |
0 |
$0 |
-201 |
|
Colonial River Wealth Management LLC |
205 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,346 |
|
RIA Advisory Group LLC |
217 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,665 |
|
Ford Financial Group Inc. |
59 |
*Closed |
2023-03-31 |
0 |
$0 |
-82,228 |
|
Virtue Capital Management LLC |
419 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,394 |
|
CENTAURUS FINANCIAL INC. |
855 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,821 |
|
Crabel Capital Management LLC |
128 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,154 |
|
|
34 Records found
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1
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