|
Institutional
Holders
Total
Institutions:
|
267 15 |
|
Total
shares held :
|
53,766,248 |
|
% of shares
held :
|
59.74% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
69 |
|
Amount
of shares held :
|
2,163,663 |
|
% of shares
held change :
|
2.4% |
|
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 |
Ensign Peak Advisors Inc |
107 |
*New |
2024-03-31 |
3,319,725 |
$103,409,000 |
3,319,725 |
|
FRANKLIN RESOURCES INC |
1108 |
*New |
2024-03-31 |
236,556 |
$7,369,000 |
236,556 |
|
PATHSTONE FAMILY OFFICE, LLC |
251 |
*New |
2023-09-30 |
201,479 |
$5,512,000 |
201,479 |
|
PRICE T ROWE ASSOCIATES INC /MD/ |
1310 |
*New |
2024-03-31 |
116,300 |
$3,623,000 |
116,300 |
|
Naviter Wealth LLC |
41 |
*New |
2024-03-31 |
104,418 |
$3,332,000 |
104,418 |
|
CFO4Life L.P. |
40 |
*New |
2022-12-31 |
113,145 |
$2,529,000 |
113,145 |
|
Williams Jones Wealth Management LLC. |
222 |
*New |
2024-03-31 |
46,900 |
$1,461,000 |
46,900 |
|
FINANCIAL NETWORK |
1277 |
*New |
2024-03-31 |
42,285 |
$1,317,000 |
42,285 |
|
Kula Investments LLC |
184 |
*New |
2023-03-31 |
32,384 |
$807,000 |
32,384 |
|
Simplicity WealthLLC |
611 |
*New |
2024-03-31 |
23,664 |
$737,000 |
23,664 |
|
Sawtooth Asset Management Inc. |
584 |
*New |
2023-12-31 |
22,822 |
$631,000 |
22,822 |
|
United Advisor Group LLC |
127 |
*New |
2024-03-31 |
14,410 |
$449,000 |
14,410 |
|
Imprint Wealth LLC |
182 |
*New |
2024-03-31 |
13,674 |
$421,000 |
13,674 |
|
DEERFIELD MANAGEMENT CO /NY |
174 |
*New |
2024-03-31 |
13,272 |
$413,000 |
13,272 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
391 |
*New |
2024-03-31 |
12,000 |
$374,000 |
12,000 |
|
CAPITAL FUND MANAGEMENT S.A. |
637 |
*New |
2024-03-31 |
11,967 |
$373,000 |
11,967 |
|
Cyndeo Wealth Partners LLC |
303 |
*New |
2024-03-31 |
11,560 |
$360,000 |
11,560 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
620 |
*New |
2024-03-31 |
11,070 |
$341,000 |
11,070 |
|
BLAIR WILLIAM & CO/IL |
1222 |
*New |
2024-03-31 |
10,467 |
$326,000 |
10,467 |
|
ELCO Management Co. LLC |
112 |
*New |
2024-03-31 |
10,000 |
$312,000 |
10,000 |
|
Granite Springs Asset Management LLC |
117 |
*New |
2024-03-31 |
9,500 |
$296,000 |
9,500 |
|
Steel Peak Wealth Management LLC |
355 |
*New |
2024-03-31 |
9,170 |
$286,000 |
9,170 |
|
Sheaff Brock Investment Advisors LLC |
364 |
*New |
2024-03-31 |
8,666 |
$270,000 |
8,666 |
|
CIPHER CAPITAL LP |
288 |
*New |
2024-03-31 |
8,658 |
$270,000 |
8,658 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2005 |
*New |
2024-03-31 |
8,161 |
$254,000 |
8,161 |
|
Sovereign Financial Group Inc. |
250 |
*New |
2024-03-31 |
7,586 |
$236,000 |
7,586 |
|
STEWARD PARTNERS INVESTMENT SOLUTIONS LLC |
227 |
*New |
2024-03-31 |
7,422 |
$231,000 |
7,422 |
|
Prime Capital Investment Advisors LLC |
879 |
*New |
2024-03-31 |
7,274 |
$227,000 |
7,274 |
|
Ascendant Capital Management LLC |
58 |
*New |
2023-03-31 |
9,000 |
$224,000 |
9,000 |
|
LVW Advisors LLC |
268 |
*New |
2024-03-31 |
7,000 |
$218,000 |
7,000 |
|
KING WEALTH MANAGEMENT GROUP, LLC |
131 |
*New |
2024-03-31 |
7,000 |
$218,000 |
7,000 |
|
MANUFACTURERES LIFE INSURANCE CO |
2557 |
*New |
2024-03-31 |
6,816 |
$212,000 |
6,816 |
|
Chicago Partners Investment Group LLC |
680 |
*New |
2024-03-31 |
6,631 |
$211,000 |
6,631 |
|
PVG ASSET MANAGEMENT CORP |
25 |
*New |
2023-12-31 |
7,489 |
$207,000 |
7,489 |
|
BRIGHTON JONES LLC |
578 |
*New |
2024-03-31 |
6,489 |
$202,000 |
6,489 |
|
Future Financial Wealth Managment LLC |
163 |
*New |
2024-03-31 |
3,500 |
$109,000 |
3,500 |
|
Castleview Partners LLC |
277 |
*New |
2024-03-31 |
2,753 |
$86,000 |
2,753 |
|
Goss Wealth Management LLC |
2181 |
*New |
2024-03-31 |
2,164 |
$67,000 |
2,164 |
|
Cape Investment Advisory Inc. |
298 |
*New |
2023-12-31 |
2,344 |
$65,000 |
2,344 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
358 |
*New |
2024-03-31 |
500 |
$16,000 |
500 |
|
First Command Advisory Services Inc. |
337 |
*New |
2024-03-31 |
500 |
$16,000 |
500 |
|
FTB Advisors Inc. |
1528 |
*New |
2024-03-31 |
390 |
$12,000 |
390 |
|
TUCKER ASSET MANAGEMENT LLC |
969 |
*New |
2023-12-31 |
2 |
$0 |
2 |
|
|
43 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
|
|
|