| |
Institutional
Holders
Total
Institutions:
 |
48  2 |
|
|
Total
shares held :
|
308,507 |
|
|
% of shares
held :
|
24.29% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
|
Amount
of shares held :
|
-89,745 |
|
|
% of shares
held change :
|
-7.07% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$82.90 |
|
|
Last
Quarter's Ending
Price :
|
$91.50 |
|
|
Last
Quarter's Average
Price :
|
$84.07 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 10.12 (12.04%) |
|
|
|
|
|
|
|
|
|
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 |
3858 |
- |
2024-03-31 |
49,014 |
$4,787,000 |
-5,935 |
|
| BANK OF AMERICA CORP /DE/ |
3369 |
- |
2024-03-31 |
29,818 |
$2,912,000 |
-8,154 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1811 |
- |
2024-03-31 |
19,329 |
$1,888,000 |
-36 |
|
| LPL FINANCIAL CORP |
2563 |
- |
2024-03-31 |
18,878 |
$1,844,000 |
-20 |
|
| FINANCIAL NETWORK |
1176 |
- |
2024-03-31 |
15,252 |
$1,490,000 |
-1,577 |
|
| AMERIPRISE FINANCIAL INC |
2963 |
- |
2024-03-31 |
13,997 |
$1,370,000 |
-1,015 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2895 |
*New |
2024-03-31 |
12,161 |
$1,188,000 |
12,161 |
|
| WELLS FARGO & CO/MN |
2948 |
- |
2024-03-31 |
11,156 |
$1,090,000 |
-6,545 |
|
| BB&T CORP |
1555 |
*New |
2024-03-31 |
11,091 |
$1,083,000 |
11,091 |
|
| GOLDMAN SACHS GROUP INC/ |
3556 |
- |
2024-03-31 |
10,451 |
$1,021,000 |
1,257 |
|
| UBS Group AG |
3586 |
- |
2024-03-31 |
9,523 |
$930,000 |
-8,583 |
|
| Advisor Group Holdings Inc. |
2403 |
- |
2024-03-31 |
9,466 |
$925,000 |
-439 |
|
| WealthBridge Capital Management LLC |
67 |
- |
2024-03-31 |
8,261 |
$807,000 |
0 |
|
| H D Vest Advisory Services |
925 |
- |
2024-03-31 |
6,601 |
$645,000 |
-296 |
|
| PEAPACK GLADSTONE FINANCIAL CORP |
461 |
- |
2024-03-31 |
6,184 |
$604,000 |
-200 |
|
| Maltin Wealth Management Inc. |
73 |
- |
2024-03-31 |
5,582 |
$545,000 |
228 |
|
| J.W. COLE ADVISORS INC. |
516 |
*New |
2024-03-31 |
5,447 |
$532,000 |
5,447 |
|
| SIGNALPOINT ASSET MANAGEMENT, LLC |
140 |
- |
2024-03-31 |
5,441 |
$531,000 |
0 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2246 |
- |
2024-03-31 |
5,225 |
$510,000 |
-160 |
|
| TOWER RESEARCH CAPITAL LLC |
856 |
- |
2024-03-31 |
5,190 |
$507,000 |
589 |
|
| CITADEL ADVISORS LLC |
3747 |
- |
2024-03-31 |
5,121 |
$500,000 |
23 |
|
| PACIFIC SUN FINANCIAL CORP |
112 |
- |
2024-03-31 |
4,871 |
$476,000 |
0 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
863 |
- |
2024-03-31 |
5,172 |
$432,000 |
108 |
|
| Equitable Holdings Inc. |
878 |
- |
2024-03-31 |
4,115 |
$402,000 |
25 |
|
| Stratos Wealth Partners LTD. |
1048 |
- |
2024-03-31 |
3,376 |
$330,000 |
-139 |
|
| Sigma Planning Corp |
935 |
- |
2024-03-31 |
3,198 |
$312,000 |
3,198 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2365 |
- |
2024-03-31 |
2,863 |
$280,000 |
-191 |
|
| JNBA FINANCIAL ADVISORS |
172 |
- |
2024-03-31 |
2,854 |
$279,000 |
-28 |
|
| Geneos Wealth Management Inc. |
635 |
- |
2024-03-31 |
2,674 |
$261,000 |
-375 |
|
| ROYAL BANK OF CANADA |
3954 |
- |
2024-03-31 |
2,569 |
$251,000 |
-810 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4373 |
- |
2024-03-31 |
2,341 |
$229,000 |
-381 |
|
| GeoWealth Management LLC |
653 |
*New |
2024-03-31 |
2,247 |
$219,000 |
2,247 |
|
| Steward Partners Investment Advisory LLC |
1543 |
- |
2024-03-31 |
1,600 |
$156,000 |
0 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
228 |
- |
2024-03-31 |
1,579 |
$155,000 |
-607 |
|
| MTM Investment Management LLC |
198 |
- |
2024-03-31 |
1,329 |
$130,000 |
0 |
|
| FMR LLC |
3224 |
- |
2024-03-31 |
785 |
$77,000 |
-47 |
|
| Global Retirement Partners LLC |
1319 |
- |
2024-03-31 |
613 |
$60,000 |
-99 |
|
| MANCHESTER CAPITAL MANAGEMENT LLC |
451 |
- |
2024-03-31 |
600 |
$59,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
138 |
- |
2024-03-31 |
580 |
$57,000 |
0 |
|
| Capital Investment Advisory Services LLC |
640 |
- |
2024-03-31 |
566 |
$55,000 |
1 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1328 |
- |
2024-03-31 |
447 |
$44,000 |
0 |
|
| Capital Analysts Inc. |
701 |
- |
2024-03-31 |
408 |
$40,000 |
-274 |
|
| Strengthening Families & Communities LLC |
166 |
- |
2024-03-31 |
104 |
$10,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3735 |
- |
2024-03-31 |
93 |
$9,000 |
0 |
|
| Federation des caisses Desjardins du Quebec |
1936 |
- |
2024-03-31 |
55 |
$5,000 |
0 |
|
| Qube Research & Technologies Ltd |
3433 |
- |
2024-03-31 |
33 |
$3,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
436 |
- |
2024-03-31 |
14 |
$1,000 |
0 |
|
| Goss Wealth Management LLC |
3476 |
- |
2024-03-31 |
7 |
$1,000 |
0 |
|
| Aptus Capital Advisors LLC |
1131 |
- |
2024-03-31 |
14 |
$1,000 |
0 |
|
| New Millennium Group LLC |
114 |
*Closed |
2024-03-31 |
0 |
$0 |
-277 |
|
| COMERICA BANK |
3621 |
- |
2024-03-31 |
1 |
$0 |
-173 |
|
| ADVISORY SERVICES NETWORK, LLC |
2303 |
*Closed |
2024-03-31 |
0 |
$0 |
-276 |
|
| PROEQUITIES INC. |
9118 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Sunbelt Securities Inc. |
1748 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
|
54 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
|
|
|
|
