|
Institutional
Holders
Total
Institutions:
|
18 6 |
|
Total
shares held :
|
289,042 |
|
% of shares
held :
|
8.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-247,118 |
|
% of shares
held change :
|
-7.06% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.79 |
|
Last
Quarter's Ending
Price :
|
$28.62 |
|
Last
Quarter's Average
Price :
|
$30.28 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.33 (1.09%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
JANE STREET GROUP LLC |
1445 |
- |
2024-03-31 |
142,837 |
$4,178,000 |
-38,014 |
|
First Affirmative Financial Network |
8 |
- |
2024-03-31 |
54,263 |
$1,587,000 |
-1,245 |
|
Coppell Advisory Solutions Corp. |
109 |
- |
2024-03-31 |
35,351 |
$1,034,000 |
-51,030 |
|
LPL FINANCIAL CORP |
3570 |
- |
2024-03-31 |
20,236 |
$592,000 |
20,236 |
|
J P MORGAN CHASE & CO |
3701 |
- |
2024-03-31 |
18,047 |
$528,000 |
-2,654 |
|
AllSquare Wealth Management LLC |
88 |
- |
2024-03-31 |
8,900 |
$260,000 |
0 |
|
VISTA INVESTMENT MANAGEMENT |
163 |
- |
2024-03-31 |
8,300 |
$243,000 |
0 |
|
PERSONAL CFO SOLUTIONS LLC |
485 |
- |
2024-03-31 |
7,860 |
$230,000 |
0 |
|
Coppell Advisory Solutions LLC |
310 |
- |
2023-12-31 |
4,883 |
$140,000 |
-227 |
|
UBS Group AG |
4919 |
- |
2024-03-31 |
4,493 |
$131,000 |
3,904 |
|
Beacon Capital Management LLC |
506 |
- |
2024-03-31 |
508 |
$15,000 |
0 |
|
Qube Research & Technologies Ltd |
3440 |
- |
2024-03-31 |
102 |
$3,000 |
0 |
|
Clear Point Advisors Inc. |
438 |
- |
2024-03-31 |
54 |
$2,000 |
0 |
|
Guardian Wealth Management Inc. |
224 |
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
MORGAN STANLEY |
7054 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
WELLS FARGO & CO/MN |
6261 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Tradition Wealth Management LLC |
1162 |
*Closed |
2024-03-31 |
0 |
$0 |
-110 |
|
TD Waterhouse Canada Inc. |
1815 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
VitalStone Financial LLC |
580 |
- |
2024-03-31 |
6 |
$0 |
-700 |
|
FMR LLC |
5444 |
*Closed |
2024-03-31 |
0 |
$0 |
-1 |
|
PROEQUITIES INC. |
9826 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
21 Records found
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1
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