| |
Institutional
Holders
Total
Institutions:
 |
42  13 |
|
|
Total
shares held :
|
306,529 |
|
|
% of shares
held :
|
13.16% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-26 |
|
|
Amount
of shares held :
|
-799,934 |
|
|
% of shares
held change :
|
-34.33% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$77.39 |
|
|
Last
Quarter's Ending
Price :
|
$85.55 |
|
|
Last
Quarter's Average
Price :
|
$78.64 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 14.62 (18.6%) |
|
|
|
|
|
|
|
|
|
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 |
3957 |
- |
2024-03-31 |
44,892 |
$4,170,000 |
-10,778 |
|
| BB&T CORP |
1177 |
- |
2024-03-31 |
25,945 |
$2,410,000 |
-859 |
|
| LPL FINANCIAL CORP |
2514 |
- |
2024-03-31 |
21,003 |
$1,951,000 |
-10,406 |
|
| GOLDMAN SACHS GROUP INC/ |
3470 |
- |
2024-03-31 |
12,703 |
$1,180,000 |
4,019 |
|
| AMERIPRISE FINANCIAL INC |
3025 |
- |
2024-03-31 |
12,671 |
$1,177,000 |
-87 |
|
| IMCCHICAGO, LLC |
211 |
*New |
2024-03-31 |
11,416 |
$1,061,000 |
11,416 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2983 |
- |
2024-03-31 |
11,198 |
$1,040,000 |
-751 |
|
| WELLS FARGO & CO/MN |
2971 |
- |
2024-03-31 |
11,176 |
$1,038,000 |
-5,915 |
|
| CONCENTRIC WEALTH MANAGEMENT LLC |
73 |
- |
2024-03-31 |
10,300 |
$957,000 |
0 |
|
| Advisor Group Holdings Inc. |
2506 |
- |
2024-03-31 |
8,793 |
$817,000 |
-8,533 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1920 |
- |
2024-03-31 |
8,130 |
$755,000 |
-12 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2711 |
- |
2024-03-31 |
6,009 |
$558,000 |
-1,590 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3344 |
- |
2024-03-31 |
5,761 |
$535,000 |
1,186 |
|
| Maltin Wealth Management Inc. |
76 |
- |
2024-03-31 |
5,034 |
$468,000 |
294 |
|
| TOWER RESEARCH CAPITAL LLC |
919 |
- |
2024-03-31 |
4,946 |
$459,000 |
-2,316 |
|
| BANK OF AMERICA CORP /DE/ |
4466 |
- |
2024-03-31 |
4,735 |
$440,000 |
4,735 |
|
| PACIFIC SUN FINANCIAL CORP |
121 |
- |
2024-03-31 |
4,490 |
$417,000 |
-110 |
|
| ROYAL BANK OF CANADA |
3592 |
- |
2024-03-31 |
4,432 |
$412,000 |
-773 |
|
| SIGNALPOINT ASSET MANAGEMENT, LLC |
186 |
- |
2024-03-31 |
3,339 |
$310,000 |
-132 |
|
| Octavia Wealth Advisors LLC |
172 |
- |
2024-03-31 |
3,087 |
$287,000 |
-65 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2433 |
- |
2024-03-31 |
2,678 |
$249,000 |
-12,736 |
|
| UBS Group AG |
4754 |
- |
2024-03-31 |
1,943 |
$181,000 |
-4,560 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
240 |
- |
2024-03-31 |
1,399 |
$130,000 |
-815 |
|
| HORIZON BANCORP /IN/ |
123 |
- |
2024-03-31 |
726 |
$67,000 |
-30 |
|
| Laurel Wealth Advisors LLC |
269 |
- |
2024-03-31 |
716 |
$66,000 |
0 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
182 |
- |
2024-03-31 |
377 |
$35,000 |
0 |
|
| EPG Wealth Management LLC |
346 |
- |
2024-03-31 |
313 |
$29,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
643 |
- |
2024-03-31 |
304 |
$28,000 |
0 |
|
| FIFTH THIRD BANCORP |
1611 |
- |
2024-03-31 |
258 |
$24,000 |
-310 |
|
| Householder Group Estate & Retirement Specialist L |
653 |
- |
2024-03-31 |
252 |
$23,000 |
0 |
|
| HANSON MCCLAIN, INC. |
2197 |
- |
2024-03-31 |
82 |
$8,000 |
0 |
|
| MTM Investment Management LLC |
264 |
- |
2024-03-31 |
87 |
$8,000 |
0 |
|
| DB Wealth Management Group LLC |
305 |
- |
2023-12-31 |
67 |
$6,000 |
0 |
|
| Register Financial Advisors LLC |
704 |
- |
2024-03-31 |
7 |
$1,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1742 |
*Closed |
2024-03-31 |
0 |
$0 |
-394 |
|
| H D Vest Advisory Services |
1633 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,166 |
|
| FMR LLC |
5208 |
*Closed |
2024-03-31 |
0 |
$0 |
-25 |
|
| TWO SIGMA INVESTMENTS LLC |
3156 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,000 |
|
| CITADEL ADVISORS LLC |
6203 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,949 |
|
| PROSPERA FINANCIAL SERVICES |
1084 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,764 |
|
| RAYMOND JAMES & ASSOCIATES |
3898 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,379 |
|
| FLOW TRADERS U.S. LLC |
977 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,348 |
|
| FINANCIAL NETWORK |
2834 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,459 |
|
| PROEQUITIES INC. |
8736 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Cetera Investment Advisers |
2238 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,412 |
|
|
45 Records found
|
1
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