| |
Institutional
Holders
Total
Institutions:
 |
30  1 |
|
|
Total
shares held :
|
499,494 |
|
|
% of shares
held :
|
19.59% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
|
Amount
of shares held :
|
-2,682 |
|
|
% of shares
held change :
|
-0.11% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$55.74 |
|
|
Last
Quarter's Ending
Price :
|
$62.20 |
|
|
Last
Quarter's Average
Price :
|
$57.58 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 9.57 (16.62%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MORGAN STANLEY |
2763 |
- |
2024-03-31 |
272,643 |
$18,514,000 |
2,983 |
|
| BANK OF AMERICA CORP /DE/ |
3562 |
- |
2024-03-31 |
31,865 |
$2,164,000 |
459 |
|
| UBS Group AG |
3117 |
- |
2024-03-31 |
24,570 |
$1,668,000 |
-799 |
|
| ASB Consultores LLC |
34 |
- |
2024-03-31 |
19,200 |
$1,304,000 |
1,200 |
|
| GTS SECURITIES LLC |
485 |
- |
2024-03-31 |
17,697 |
$1,202,000 |
-25,183 |
|
| Advisor Group Holdings Inc. |
2391 |
- |
2024-03-31 |
13,725 |
$932,000 |
-1,861 |
|
| 9258 Wealth Management LLC |
135 |
- |
2024-03-31 |
13,275 |
$901,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2833 |
- |
2024-03-31 |
11,701 |
$795,000 |
5,432 |
|
| LPL FINANCIAL CORP |
3450 |
- |
2024-03-31 |
10,017 |
$680,000 |
0 |
|
| OPTIONS SOLUTIONS LLC |
84 |
- |
2024-03-31 |
10,000 |
$679,000 |
0 |
|
| WELLS FARGO & CO/MN |
3289 |
- |
2024-03-31 |
8,687 |
$590,000 |
-127 |
|
| YALE CAPITAL CORP |
340 |
- |
2024-03-31 |
6,335 |
$430,000 |
0 |
|
| ROYAL BANK OF CANADA |
3836 |
- |
2024-03-31 |
4,335 |
$294,000 |
635 |
|
| STIFEL FINANCIAL CORP |
2951 |
- |
2024-03-31 |
4,012 |
$272,000 |
-100 |
|
| FMR LLC |
2773 |
- |
2024-03-31 |
3,905 |
$265,000 |
301 |
|
| CWA Asset Management Group LLC |
473 |
- |
2024-03-31 |
3,500 |
$238,000 |
0 |
|
| Asset Dedication LLC |
290 |
- |
2024-03-31 |
3,236 |
$220,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2593 |
- |
2024-03-31 |
3,200 |
$218,000 |
0 |
|
| RVW Wealth LLC |
140 |
- |
2024-03-31 |
3,068 |
$208,000 |
3,068 |
|
| MARINER WEALTH ADVISORS, LLC |
2748 |
*New |
2024-03-31 |
3,000 |
$204,000 |
3,000 |
|
| HUDSON VALLEY INVESTMENT ADVISORS INC |
166 |
*New |
2024-03-31 |
3,000 |
$204,000 |
3,000 |
|
| Atlantic Trust Group LLC |
1348 |
*New |
2024-03-31 |
1,660 |
$112,000 |
1,660 |
|
| Goss Wealth Management LLC |
2294 |
- |
2024-03-31 |
750 |
$51,000 |
0 |
|
| ICA Group Wealth Management LLC |
600 |
- |
2024-03-31 |
604 |
$41,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
631 |
- |
2024-03-31 |
495 |
$34,000 |
0 |
|
| Tyler-Stone Wealth Management |
454 |
- |
2024-03-31 |
400 |
$27,000 |
0 |
|
| Cassady Schiller Wealth Management LLC |
285 |
- |
2024-03-31 |
300 |
$20,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2413 |
- |
2024-03-31 |
259 |
$18,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
858 |
- |
2024-03-31 |
151 |
$10,000 |
0 |
|
| SIGNATUREFD, LLC |
2399 |
- |
2024-03-31 |
115 |
$8,000 |
0 |
|
| Capital Investment Advisory Services LLC |
845 |
- |
2024-03-31 |
95 |
$6,000 |
0 |
|
| Richard W. Paul & Associates LLC |
394 |
- |
2024-03-31 |
49 |
$3,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
4061 |
*New |
2024-03-31 |
32 |
$2,000 |
32 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3380 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,622 |
|
| PROEQUITIES INC. |
7505 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| JANE STREET GROUP LLC |
6170 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,295 |
|
|
36 Records found
|
1
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