|
Institutional
Holders
Total
Institutions:
|
4 0 |
|
Total
shares held :
|
422,473 |
|
% of shares
held :
|
4.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
-2,876 |
|
% of shares
held change :
|
-0.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FULTON BANK, N.A. |
13 |
- |
2024-03-31 |
385,332 |
$24,499,000 |
-8,084 |
|
PARTNERS CAPITAL INVESTMENT GROUP LLP |
29 |
*New |
2024-03-31 |
323,182 |
$20,548,000 |
323,182 |
|
Garde Capital Inc. |
29 |
- |
2023-12-31 |
193,715 |
$11,292,000 |
-12,102 |
|
SILVERCREST ASSET MANAGEMENT GROUP LLC |
432 |
*New |
2024-03-31 |
57,867 |
$3,679,000 |
57,867 |
|
Grey Fox Wealth Advisors LLC |
33 |
- |
2024-03-31 |
16,938 |
$1,077,000 |
-3,507 |
|
GOFEN & GLOSSBERG LLC /IL/ |
332 |
- |
2022-12-31 |
8,912 |
$488,000 |
3 |
|
ROTHSCHILD INVESTMENT CORP /IL |
323 |
- |
2023-09-30 |
6,151 |
$331,000 |
39 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
320 |
- |
2024-03-31 |
3,836 |
$244,000 |
-3,839 |
|
Financial Gravity Wealth Inc. |
155 |
*New |
2024-03-31 |
1,636 |
$104,000 |
1,636 |
|
Main Street Group LTD |
806 |
*Closed |
2024-03-31 |
0 |
$0 |
-937 |
|
|
10 Records found
|
1
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Page 1 of 1 |
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