|
Institutional
Holders
Total
Institutions:
|
49 3 |
|
Total
shares held :
|
18,638,301 |
|
% of shares
held :
|
20.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
-3,375,445 |
|
% of shares
held change :
|
-3.75% |
|
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 |
FRANKLIN RESOURCES INC |
566 |
- |
2024-03-31 |
1,775,192 |
$46,386,000 |
700,000 |
|
Congress Wealth Management LLC / DE / |
57 |
- |
2024-03-31 |
905,276 |
$23,655,000 |
2,659 |
|
CX Institutional |
29 |
- |
2024-03-31 |
636,324 |
$16,627,000 |
105,113 |
|
Proquility Private Wealth Partners LLC |
8 |
- |
2024-03-31 |
299,789 |
$7,833,000 |
28,119 |
|
MORGAN STANLEY |
3498 |
- |
2024-03-31 |
291,084 |
$7,606,000 |
10,842 |
|
INNEALTA CAPITAL LLC |
10 |
- |
2024-03-31 |
261,128 |
$6,823,000 |
128,175 |
|
UBS Group AG |
2032 |
- |
2024-03-31 |
224,396 |
$5,863,000 |
203,909 |
|
Green Harvest Asset Management LLC |
55 |
- |
2024-03-31 |
193,677 |
$5,061,000 |
1,013 |
|
CI Private Wealth LLC |
1296 |
- |
2024-03-31 |
39,407 |
$1,030,000 |
10,569 |
|
Wealthfront Advisers LLC |
822 |
- |
2024-03-31 |
9,833 |
$257,000 |
691 |
|
Advisor Group Holdings Inc. |
3462 |
- |
2024-03-31 |
9,689 |
$253,000 |
9,465 |
|
Laffer Tengler Investments |
107 |
- |
2024-03-31 |
8,507 |
$222,000 |
1,179 |
|
SYON CAPITAL LLC |
410 |
- |
2024-03-31 |
8,489 |
$222,000 |
8,489 |
|
FMR LLC |
3151 |
- |
2024-03-31 |
3,519 |
$92,000 |
3,330 |
|
Bell Investment Advisors Inc |
159 |
- |
2024-03-31 |
3,048 |
$80,000 |
365 |
|
J P MORGAN CHASE & CO |
4827 |
- |
2024-03-31 |
1,235 |
$32,000 |
836 |
|
PRIVATE TRUST CO NA |
1567 |
- |
2024-03-31 |
503 |
$13,000 |
15 |
|
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17 Records found
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1
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