| |
Institutional
Holders
Total
Institutions:
 |
42  2 |
|
|
Total
shares held :
|
139,334 |
|
|
% of shares
held :
|
0.15% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
|
Amount
of shares held :
|
25,667 |
|
|
% of shares
held change :
|
 0.03% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$140.92 |
|
|
Last
Quarter's Ending
Price :
|
$152.41 |
|
|
Last
Quarter's Average
Price :
|
$143.72 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
23.56 (16.4%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BANK OF AMERICA CORP /DE/ |
3418 |
- |
2024-03-31 |
16,424 |
$2,752,000 |
-3,996 |
|
| MORGAN STANLEY |
4492 |
- |
2024-03-31 |
11,292 |
$1,892,000 |
-977 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2214 |
- |
2024-03-31 |
7,884 |
$1,321,000 |
3,425 |
|
| LPL FINANCIAL CORP |
2919 |
- |
2024-03-31 |
7,564 |
$1,267,000 |
279 |
|
| UBS Group AG |
3434 |
- |
2024-03-31 |
6,847 |
$1,147,000 |
205 |
|
| SeaCrest Wealth Management LLC |
164 |
- |
2024-03-31 |
6,456 |
$1,082,000 |
0 |
|
| GTS SECURITIES LLC |
532 |
- |
2024-03-31 |
5,842 |
$979,000 |
-3,183 |
|
| PFG Investments LLC |
420 |
- |
2024-03-31 |
4,247 |
$712,000 |
63 |
|
| Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
3,345 |
$560,000 |
-253 |
|
| PACIFIC SUN FINANCIAL CORP |
100 |
- |
2024-03-31 |
3,330 |
$558,000 |
0 |
|
| Capital Analysts Inc. |
305 |
- |
2024-03-31 |
3,272 |
$548,000 |
121 |
|
| BOSTON FINANCIAL MANGEMENT INC /MA |
246 |
- |
2024-03-31 |
2,998 |
$502,000 |
0 |
|
| Kestra Advisory Services LLC |
1746 |
- |
2024-03-31 |
2,574 |
$431,000 |
-44 |
|
| CITADEL ADVISORS LLC |
3943 |
- |
2024-03-31 |
2,412 |
$404,000 |
-2,182 |
|
| Money Design Co.Ltd. |
75 |
- |
2024-03-31 |
2,185 |
$366,000 |
-442 |
|
| RAYMOND JAMES & ASSOCIATES |
3311 |
- |
2024-03-31 |
1,850 |
$310,000 |
52 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3385 |
- |
2024-03-31 |
1,516 |
$254,000 |
7 |
|
| BAROMETER CAPITAL MANAGEMENT INC. |
155 |
*New |
2024-03-31 |
1,500 |
$241,000 |
1,500 |
|
| FINANCIAL NETWORK |
2452 |
- |
2024-03-31 |
1,421 |
$238,000 |
-255 |
|
| Advisory Alpha LLC |
362 |
*New |
2024-03-31 |
1,290 |
$216,000 |
1,290 |
|
| TD Waterhouse Canada Inc. |
772 |
- |
2024-03-31 |
1,140 |
$192,000 |
209 |
|
| Advisor Group Holdings Inc. |
3752 |
- |
2024-03-31 |
1,063 |
$178,000 |
-240 |
|
| First Capital Advisors Group LLC. |
174 |
- |
2023-06-30 |
925 |
$149,000 |
0 |
|
| ROYAL BANK OF CANADA |
4720 |
- |
2024-03-31 |
479 |
$81,000 |
-13 |
|
| FMR LLC |
3271 |
- |
2024-03-31 |
413 |
$69,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1248 |
- |
2024-03-31 |
410 |
$69,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2088 |
- |
2024-03-31 |
310 |
$52,000 |
0 |
|
| Geneos Wealth Management Inc. |
1082 |
- |
2024-03-31 |
288 |
$48,000 |
0 |
|
| SOA Wealth Advisors LLC. |
406 |
- |
2024-03-31 |
148 |
$25,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1796 |
- |
2024-03-31 |
150 |
$23,000 |
0 |
|
| HARVEST GROUP WEALTH MANAGEMENT LLC |
75 |
- |
2023-03-31 |
149 |
$22,000 |
-6 |
|
| DB Wealth Management Group LLC |
231 |
- |
2023-12-31 |
140 |
$21,000 |
0 |
|
| Aptus Capital Advisors LLC |
950 |
- |
2024-03-31 |
120 |
$20,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
359 |
- |
2024-03-31 |
120 |
$20,000 |
0 |
|
| ATTICUS WEALTH MANAGEMENT LLC |
339 |
- |
2024-03-31 |
101 |
$17,000 |
0 |
|
| Anchor Investment Management LLC |
837 |
- |
2024-03-31 |
40 |
$7,000 |
0 |
|
| Goss Wealth Management LLC |
3097 |
- |
2024-03-31 |
30 |
$5,000 |
0 |
|
| American Capital Advisory LLC |
310 |
- |
2024-03-31 |
31 |
$5,000 |
0 |
|
| Clear Point Advisors Inc. |
416 |
- |
2024-03-31 |
20 |
$3,000 |
0 |
|
| Spire Wealth Management |
2297 |
*Closed |
2024-03-31 |
0 |
$0 |
-10 |
|
| WELLS FARGO & CO/MN |
5808 |
- |
2024-03-31 |
0 |
$0 |
-349 |
|
| Capital Advisors Ltd. LLC |
1399 |
*Closed |
2024-03-31 |
0 |
$0 |
-146 |
|
| AMERIPRISE FINANCIAL INC |
3804 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,216 |
|
| MML INVESTORS SERVICES LLC |
2484 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,964 |
|
| PROEQUITIES INC. |
9423 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ENVESTNET ASSET MANAGEMENT INC |
4252 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,966 |
|
| 360 Financial Inc. |
89 |
*Closed |
2024-03-31 |
0 |
$0 |
-17,040 |
|
| SANDY SPRING BANK |
1297 |
*Closed |
2024-03-31 |
0 |
$0 |
-8 |
|
|
48 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
|
|
|
|
