| |
Institutional
Holders
Total
Institutions:
 |
265  25 |
|
|
Total
shares held :
|
89,609,567 |
|
|
% of shares
held :
|
9.96% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
86 |
|
|
Amount
of shares held :
|
6,943,203 |
|
|
% of shares
held change :
|
0.77% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HM PAYSON & CO |
29 |
*New |
2023-12-31 |
2,201,207 |
$52,521,000 |
2,201,207 |
|
| FIRST WESTERN TRUST BANK |
8 |
*New |
2024-03-31 |
1,228,136 |
$29,402,000 |
1,228,136 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
215 |
*New |
2024-03-31 |
724,632 |
$17,348,000 |
724,632 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
73 |
*New |
2024-03-31 |
627,362 |
$15,019,000 |
627,362 |
|
| J P MORGAN CHASE & CO |
2760 |
*New |
2024-03-31 |
120,181 |
$2,877,000 |
120,181 |
|
| CITADEL ADVISORS LLC |
2267 |
*New |
2024-03-31 |
98,008 |
$2,346,000 |
98,008 |
|
| Old Port Advisors |
48 |
*New |
2023-09-30 |
87,431 |
$2,084,000 |
87,431 |
|
| Sawtooth Asset Management Inc. |
298 |
*New |
2023-12-31 |
82,723 |
$1,974,000 |
82,723 |
|
| FLOW TRADERS U.S. LLC |
182 |
*New |
2024-03-31 |
80,781 |
$1,934,000 |
80,781 |
|
| Simplicity WealthLLC |
462 |
*New |
2024-03-31 |
51,344 |
$1,229,000 |
51,344 |
|
| PORTLAND GLOBAL ADVISORS LLC |
68 |
*New |
2024-03-31 |
47,207 |
$1,130,000 |
47,207 |
|
| Crestmont Private Wealth LLC |
14 |
*New |
2024-03-31 |
37,690 |
$902,000 |
37,690 |
|
| PFG Investments LLC |
441 |
*New |
2024-03-31 |
27,115 |
$649,000 |
27,115 |
|
| Asset Advisors Investment Management LLC |
70 |
*New |
2024-03-31 |
25,587 |
$613,000 |
25,587 |
|
| IHT Wealth Management LLC |
630 |
*New |
2024-03-31 |
12,977 |
$510,000 |
12,977 |
|
| OLD MISSION CAPITAL LLC |
590 |
*New |
2024-03-31 |
18,705 |
$448,000 |
18,705 |
|
| Midwest Professional Planners LTD. |
121 |
*New |
2024-03-31 |
16,369 |
$392,000 |
16,369 |
|
| Cyndeo Wealth Partners LLC |
324 |
*New |
2024-03-31 |
12,647 |
$303,000 |
12,647 |
|
| GeoWealth Management LLC |
567 |
*New |
2024-03-31 |
12,657 |
$303,000 |
12,657 |
|
| QUANTITATIVE ADVANTAGE LLC |
106 |
*New |
2023-03-31 |
12,109 |
$291,000 |
12,109 |
|
| AMERICAN NATIONAL BANK & TRUST CO /VA/ |
121 |
*New |
2024-03-31 |
11,270 |
$270,000 |
11,270 |
|
| Cresset Asset Management LLC |
1719 |
*New |
2024-03-31 |
9,038 |
$216,000 |
9,038 |
|
| NORTHWEST WEALTH MANAGEMENT LLC |
164 |
*New |
2024-03-31 |
8,553 |
$205,000 |
8,553 |
|
| Balentine LLC |
494 |
*New |
2024-03-31 |
5,441 |
$130,000 |
5,441 |
|
| WASHINGTON TRUST CO |
395 |
*New |
2024-03-31 |
3,000 |
$72,000 |
3,000 |
|
| WOODMONT INVESTMENT COUNSEL LLC |
292 |
*New |
2024-03-31 |
2,500 |
$60,000 |
2,500 |
|
| United Community Bank |
277 |
*New |
2024-03-31 |
1,996 |
$48,000 |
1,996 |
|
| HARBOUR INVESTMENTS INC. |
1771 |
*New |
2023-12-31 |
1,021 |
$24,000 |
1,021 |
|
| Access Investment Management LLC |
93 |
*New |
2024-03-31 |
1,010 |
$24,000 |
1,010 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1488 |
*New |
2024-03-31 |
155 |
$4,000 |
155 |
|
| Sutton Wealth Advisors Inc. |
611 |
*New |
2023-09-30 |
172 |
$4,000 |
172 |
|
| PNC FINANCIAL SERVICES GROUP INC |
4199 |
*New |
2024-03-31 |
51 |
$1,000 |
51 |
|
|
32 Records found
|
1
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