|
Institutional
Holders
Total
Institutions:
|
117 12 |
|
Total
shares held :
|
5,627,713 |
|
% of shares
held :
|
27.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-42 |
|
Amount
of shares held :
|
-1,868,454 |
|
% of shares
held change :
|
-9.04% |
|
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 |
MEITAV DASH INVESTMENTS LTD |
64 |
- |
2024-03-31 |
573,103 |
$19,955,000 |
0 |
|
J P MORGAN CHASE & CO |
1657 |
- |
2024-03-31 |
567,146 |
$19,748,000 |
254,737 |
|
Summit Trail Advisors LLC |
31 |
*New |
2024-03-31 |
409,861 |
$14,271,000 |
409,861 |
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menah |
30 |
- |
2024-03-31 |
385,098 |
$13,413,000 |
0 |
|
Endurance Services Ltd |
6 |
- |
2024-03-31 |
354,500 |
$12,344,000 |
0 |
|
Selective Wealth Management |
3 |
- |
2024-03-31 |
352,800 |
$11,801,000 |
-5,311 |
|
Yarbrough Capital LLC |
32 |
- |
2024-03-31 |
275,411 |
$9,590,000 |
0 |
|
LPL FINANCIAL CORP |
1472 |
- |
2024-03-31 |
225,615 |
$7,856,000 |
7,036 |
|
GOLDMAN SACHS GROUP INC/ |
2303 |
- |
2024-03-31 |
204,376 |
$7,116,000 |
28,908 |
|
MORGAN STANLEY |
3551 |
- |
2024-03-31 |
204,318 |
$7,114,000 |
-34,256 |
|
Jeneq Management LP |
1 |
*New |
2022-12-31 |
269,400 |
$6,757,000 |
269,400 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
35 |
- |
2024-03-31 |
150,294 |
$5,233,000 |
2,027 |
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahe |
25 |
- |
2024-03-31 |
143,639 |
$5,003,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
1627 |
- |
2024-03-31 |
133,843 |
$4,660,000 |
114,558 |
|
UBS Group AG |
2258 |
- |
2024-03-31 |
131,672 |
$4,585,000 |
34,836 |
|
Bremer Bank National Association |
41 |
- |
2024-03-31 |
129,055 |
$4,494,000 |
0 |
|
TWO SIGMA ADVISERS, LLC |
858 |
- |
2024-03-31 |
116,600 |
$4,060,000 |
-64,400 |
|
RWM Asset Management LLC |
54 |
- |
2024-03-31 |
93,140 |
$3,243,000 |
416 |
|
ROYAL BANK OF CANADA |
2200 |
- |
2024-03-31 |
92,480 |
$3,221,000 |
20,806 |
|
StoneCrest Wealth Management Inc. |
14 |
- |
2024-03-31 |
90,072 |
$3,136,000 |
1,942 |
|
WELLS FARGO & CO/MN |
2321 |
- |
2024-03-31 |
82,420 |
$2,870,000 |
45,689 |
|
TWO SIGMA INVESTMENTS LLC |
1178 |
- |
2024-03-31 |
79,300 |
$2,761,000 |
-200,800 |
|
SUMITOMO MITSUI FINANCIAL GROUP INC. |
67 |
- |
2024-03-31 |
76,505 |
$2,664,000 |
-5,534 |
|
D E SHAW & CO INC |
1499 |
*New |
2024-03-31 |
73,930 |
$2,574,000 |
73,930 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
675 |
- |
2023-09-30 |
82,499 |
$2,444,000 |
-300 |
|
EPIQ Capital Group LLC |
15 |
- |
2024-03-31 |
64,396 |
$2,242,000 |
21,623 |
|
BANK OF AMERICA CORP /DE/ |
3555 |
- |
2024-03-31 |
63,143 |
$2,199,000 |
26,872 |
|
Cetera Investment Advisers |
1495 |
- |
2024-03-31 |
60,825 |
$2,118,000 |
20,614 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1766 |
- |
2024-03-31 |
58,077 |
$2,022,000 |
-4,024 |
|
IEQ CAPITAL LLC |
353 |
*New |
2024-03-31 |
47,043 |
$1,638,000 |
47,043 |
|
Resolute Partners Group |
20 |
- |
2024-03-31 |
46,762 |
$1,628,000 |
-12,600 |
|
MULTIFINANCIAL SECURITIES CORP |
922 |
- |
2024-03-31 |
46,090 |
$1,605,000 |
25,605 |
|
MILLENNIUM MANAGEMENT LLC |
2620 |
- |
2024-03-31 |
43,493 |
$1,514,000 |
43,493 |
|
STIFEL FINANCIAL CORP |
1939 |
- |
2024-03-31 |
42,090 |
$1,466,000 |
282 |
|
Wealthfront Advisers LLC |
543 |
- |
2024-03-31 |
41,875 |
$1,458,000 |
8,188 |
|
Change Path LLC |
315 |
*New |
2024-03-31 |
38,344 |
$1,335,000 |
38,344 |
|
HIGHTOWER ADVISORS, LLC |
1648 |
- |
2024-03-31 |
36,354 |
$1,264,000 |
-10,213 |
|
SFI Advisors LLC |
28 |
- |
2024-03-31 |
36,017 |
$1,254,000 |
-1,393 |
|
AMERIPRISE FINANCIAL INC |
3026 |
- |
2024-03-31 |
33,528 |
$1,167,000 |
-5,322 |
|
SageView Advisory Group LLC |
188 |
*New |
2024-03-31 |
27,609 |
$1,076,000 |
27,609 |
|
KM Capital Management Ltd. |
27 |
- |
2024-03-31 |
30,815 |
$1,073,000 |
-21,719 |
|
CITADEL ADVISORS LLC |
3010 |
- |
2024-03-31 |
30,307 |
$1,055,000 |
362 |
|
Joseph P. Lucia & Associates LLC |
54 |
- |
2024-03-31 |
29,719 |
$1,035,000 |
340 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1783 |
- |
2024-03-31 |
26,351 |
$918,000 |
-20,996 |
|
NORTHERN TRUST CORP |
3384 |
- |
2024-03-31 |
24,000 |
$836,000 |
0 |
|
HPM Partners LLC |
1394 |
- |
2024-03-31 |
22,303 |
$777,000 |
-1,707 |
|
AJ WEALTH STRATEGIES LLC |
148 |
- |
2023-06-30 |
24,010 |
$761,000 |
0 |
|
Advisor Group Holdings Inc. |
2609 |
- |
2024-03-31 |
20,993 |
$731,000 |
-11,688 |
|
FRANKLIN RESOURCES INC |
1968 |
- |
2024-03-31 |
20,937 |
$729,000 |
0 |
|
CWM LLC |
1013 |
- |
2024-03-31 |
18,894 |
$658,000 |
-2,676 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
122 |
- |
2024-03-31 |
18,649 |
$649,000 |
-6,217 |
|
Qube Research & Technologies Ltd |
2097 |
- |
2024-03-31 |
16,455 |
$573,000 |
0 |
|
Oxler Private Wealth LLC |
60 |
- |
2024-03-31 |
15,285 |
$532,000 |
-3,563 |
|
Private Advisor Group LLC |
1553 |
- |
2024-03-31 |
13,438 |
$468,000 |
-737 |
|
FINANCIAL NETWORK |
1969 |
- |
2024-03-31 |
13,386 |
$466,000 |
-193 |
|
FIRST COMMUNITY TRUST NA |
46 |
*New |
2024-03-31 |
13,010 |
$453,000 |
13,010 |
|
SpiderRock Advisors LLC |
425 |
*New |
2024-03-31 |
12,600 |
$432,000 |
12,600 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3744 |
- |
2024-03-31 |
11,042 |
$384,000 |
-10,773 |
|
Sowell Financial Services LLC |
480 |
- |
2024-03-31 |
10,953 |
$381,000 |
-1,044 |
|
RDL FINANCIAL INC |
89 |
- |
2024-03-31 |
11,875 |
$376,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
1049 |
- |
2024-03-31 |
10,501 |
$366,000 |
-19,809 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1774 |
- |
2024-03-31 |
10,492 |
$365,000 |
-570 |
|
Moloney Securities Asset Management LLC |
317 |
- |
2024-03-31 |
10,163 |
$354,000 |
-161 |
|
Circle Wealth Management LLC |
165 |
- |
2024-03-31 |
9,989 |
$348,000 |
0 |
|
Intrua Financial LLC |
232 |
- |
2023-03-31 |
12,824 |
$342,000 |
-2,549 |
|
Cypress Point Wealth Management LLC |
57 |
*New |
2024-03-31 |
9,795 |
$341,000 |
9,795 |
|
Twin Peaks Wealth Advisors LLC |
91 |
- |
2024-03-31 |
9,684 |
$337,000 |
-844 |
|
OROURKE & COMPANY Inc |
114 |
*New |
2024-03-31 |
8,426 |
$293,000 |
8,426 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2839 |
- |
2024-03-31 |
8,428 |
$293,000 |
-26,963 |
|
PINEBRIDGE INVESTMENTS LTD |
548 |
- |
2024-03-31 |
8,282 |
$288,000 |
0 |
|
Robertson Stephens Wealth Management LLC |
422 |
*New |
2024-03-31 |
8,184 |
$285,000 |
8,184 |
|
JNB Advisors LLC |
380 |
- |
2024-03-31 |
8,078 |
$281,000 |
-1,407 |
|
BROWN ADVISORY HOLDINGS INC |
1086 |
- |
2024-03-31 |
8,000 |
$279,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
2375 |
- |
2024-03-31 |
7,871 |
$274,000 |
50 |
|
Vontobel Holding Ltd. |
932 |
- |
2024-03-31 |
7,600 |
$265,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1296 |
- |
2024-03-31 |
7,517 |
$262,000 |
33 |
|
Farther Finance Advisors LLC |
611 |
- |
2024-03-31 |
7,218 |
$248,000 |
1,665 |
|
GRIMES & COMPANY INC |
297 |
- |
2024-03-31 |
6,824 |
$238,000 |
0 |
|
CEERA INVESTMENTS LLC |
84 |
- |
2024-03-31 |
6,721 |
$234,000 |
0 |
|
Atria Wealth Solutions Inc. |
1719 |
- |
2024-03-31 |
6,571 |
$229,000 |
-220 |
|
PSI Advisors LLC |
122 |
- |
2024-03-31 |
6,515 |
$227,000 |
0 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
916 |
- |
2024-03-31 |
6,115 |
$213,000 |
-17,575 |
|
HALBERT, HARGROVE/RUSSELL LLC |
82 |
- |
2024-03-31 |
5,976 |
$208,000 |
0 |
|
ICA Group Wealth Management LLC |
303 |
- |
2024-03-31 |
4,985 |
$174,000 |
-80 |
|
HARBOUR INVESTMENTS INC. |
935 |
- |
2023-12-31 |
4,701 |
$164,000 |
-265 |
|
Smartleaf Asset Management LLC |
390 |
- |
2024-03-31 |
3,855 |
$137,000 |
59 |
|
Parallel Advisors LLC |
1033 |
- |
2024-03-31 |
3,838 |
$134,000 |
-1,460 |
|
Northwest Financial Advisors |
165 |
- |
2024-03-31 |
3,590 |
$125,000 |
700 |
|
Fairman Group LLC |
65 |
- |
2024-03-31 |
3,500 |
$122,000 |
0 |
|
STELAC ADVISORY SERVICES LLC |
101 |
- |
2024-03-31 |
3,164 |
$110,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1777 |
- |
2024-03-31 |
2,960 |
$103,000 |
-664 |
|
Banque Cantonale Vaudoise |
730 |
- |
2024-03-31 |
2,044 |
$71,000 |
-200 |
|
Opal Wealth Advisors LLC |
203 |
*New |
2024-03-31 |
1,654 |
$58,000 |
1,654 |
|
First PREMIER Bank |
204 |
- |
2024-03-31 |
1,594 |
$56,000 |
420 |
|
Y.D. More Investments Ltd |
250 |
- |
2024-03-31 |
1,200 |
$42,000 |
0 |
|
BROWN BROTHERS HARRIMAN & CO |
798 |
*New |
2024-03-31 |
1,082 |
$38,000 |
1,082 |
|
Federation des caisses Desjardins du Quebec |
1482 |
- |
2024-03-31 |
1,052 |
$37,000 |
0 |
|
Continuum Advisory LLC |
665 |
*New |
2024-03-31 |
1,116 |
$36,000 |
1,116 |
|
GPS Wealth Strategies Group LLC |
642 |
- |
2024-03-31 |
817 |
$28,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3144 |
- |
2024-03-31 |
666 |
$23,000 |
0 |
|
|
100 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
|
|
|