|
Institutional
Holders
Total
Institutions:
|
63 2 |
|
Total
shares held :
|
43,230,281 |
|
% of shares
held :
|
88.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
1,532,323 |
|
% of shares
held change :
|
3.13% |
|
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 |
BUCKINGHAM ASSET MANAGEMENT, LLC |
4 |
- |
2024-03-31 |
27,659,250 |
$588,207,000 |
1,971,770 |
|
Buckingham Strategic Partners |
3 |
- |
2024-03-31 |
12,140,705 |
$258,187,000 |
6,689,866 |
|
KEB ASSET MANAGEMENT LLC |
2 |
- |
2024-03-31 |
1,902,532 |
$40,460,000 |
22,761 |
|
CLARIS ADVISORS LLC / MO / |
2 |
- |
2024-03-31 |
1,465,081 |
$31,157,000 |
13,702 |
|
Peirce Capital Management LLC |
1 |
- |
2024-03-31 |
1,437,306 |
$30,566,000 |
92,109 |
|
ENVESTNET ASSET MANAGEMENT INC |
1082 |
- |
2024-03-31 |
982,402 |
$20,892,000 |
61,677 |
|
Lauterbach Financial Advisors LLC |
6 |
- |
2024-03-31 |
342,828 |
$7,291,000 |
10,050 |
|
DOPKINS WEALTH MANAGEMENT LLC |
5 |
- |
2024-03-31 |
331,428 |
$7,048,000 |
57,432 |
|
JACKSON THORNTON ASSET MANAGEMENT LLC |
15 |
- |
2024-03-31 |
181,448 |
$3,859,000 |
1,810 |
|
RB Capital Management LLC |
38 |
- |
2024-03-31 |
110,273 |
$2,345,000 |
2,142 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
159 |
- |
2023-12-31 |
110,645 |
$2,325,000 |
53,578 |
|
DELAP WEALTH ADVISORY LLC |
30 |
- |
2024-03-31 |
72,528 |
$1,542,000 |
34,910 |
|
CAPITAL PERFORMANCE ADVISORS LLP |
27 |
- |
2024-03-31 |
72,476 |
$1,541,000 |
97 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
70 |
- |
2024-03-31 |
46,117 |
$981,000 |
2,967 |
|
IFG Advisors LLC |
43 |
- |
2024-03-31 |
45,061 |
$958,000 |
2,544 |
|
CREATIVE PLANNING |
1686 |
- |
2024-03-31 |
29,364 |
$624,000 |
926 |
|
Stratos Wealth Partners LTD. |
824 |
- |
2024-03-31 |
27,310 |
$581,000 |
1,183 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2736 |
- |
2024-03-31 |
24,914 |
$530,000 |
33 |
|
ROYAL BANK OF CANADA |
3465 |
- |
2024-03-31 |
23,342 |
$496,000 |
3,535 |
|
LPL FINANCIAL CORP |
4015 |
- |
2024-03-31 |
15,900 |
$338,000 |
617 |
|
CITADEL ADVISORS LLC |
4391 |
- |
2024-03-31 |
11,489 |
$244,000 |
11,489 |
|
|
21 Records found
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1
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