|
Institutional
Holders
Total
Institutions:
|
48 2 |
|
Total
shares held :
|
1,085,357 |
|
% of shares
held :
|
12.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
85,250 |
|
% of shares
held change :
|
0.95% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.27 |
|
Last
Quarter's Ending
Price :
|
$53.32 |
|
Last
Quarter's Average
Price :
|
$52.02 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.33 (0.63%) |
|
|
|
|
|
|
|
|
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/ |
2149 |
- |
2024-03-31 |
282,887 |
$15,087,000 |
25,358 |
|
JANE STREET GROUP LLC |
1420 |
- |
2024-03-31 |
79,964 |
$4,265,000 |
-69,559 |
|
RAYMOND JAMES & ASSOCIATES |
1772 |
- |
2024-03-31 |
70,333 |
$3,751,000 |
372 |
|
ROYAL BANK OF CANADA |
2196 |
- |
2024-03-31 |
60,813 |
$3,243,000 |
23,174 |
|
LITMAN GREGORY ASSET MANAGEMENT LLC |
50 |
- |
2024-03-31 |
47,928 |
$2,556,000 |
0 |
|
CITADEL ADVISORS LLC |
2247 |
- |
2024-03-31 |
45,309 |
$2,416,000 |
37,961 |
|
MORGAN STANLEY |
4412 |
- |
2024-03-31 |
39,890 |
$2,127,000 |
-4,890 |
|
LPL FINANCIAL CORP |
2494 |
- |
2024-03-31 |
38,029 |
$2,028,000 |
-7,378 |
|
WELLS FARGO & CO/MN |
2570 |
- |
2024-03-31 |
37,571 |
$2,004,000 |
2,930 |
|
Change Path LLC |
238 |
- |
2024-03-31 |
35,575 |
$1,897,000 |
19,998 |
|
WEALTH BUILDERS |
75 |
*New |
2024-03-31 |
32,479 |
$1,732,000 |
32,479 |
|
GOLDMAN SACHS GROUP INC/ |
3248 |
- |
2024-03-31 |
32,464 |
$1,731,000 |
-2,911 |
|
WealthCare Investment Partners LLC |
33 |
- |
2024-03-31 |
30,746 |
$1,640,000 |
6,607 |
|
Steward Partners Investment Advisory LLC |
658 |
- |
2024-03-31 |
28,645 |
$1,528,000 |
-48 |
|
Advisor Group Holdings Inc. |
2203 |
- |
2024-03-31 |
21,239 |
$1,136,000 |
-3,302 |
|
GeoWealth Management LLC |
288 |
- |
2024-03-31 |
19,062 |
$1,017,000 |
7,071 |
|
ENVESTNET ASSET MANAGEMENT INC |
3077 |
- |
2024-03-31 |
16,862 |
$899,000 |
1,493 |
|
MML INVESTORS SERVICES LLC |
1516 |
- |
2024-03-31 |
15,383 |
$820,000 |
-10,310 |
|
PROSPERA FINANCIAL SERVICES |
531 |
- |
2023-12-31 |
14,434 |
$770,000 |
-168 |
|
WEDBUSH MORGAN SECURITIES INC |
502 |
- |
2024-03-31 |
13,639 |
$727,000 |
2,693 |
|
PAX Financial Group LLC |
127 |
- |
2024-03-31 |
13,423 |
$716,000 |
3,444 |
|
FLAGSHIP HARBOR ADVISORS LLC |
314 |
*New |
2024-03-31 |
12,775 |
$681,000 |
12,775 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2483 |
- |
2024-03-31 |
7,241 |
$386,000 |
-12,625 |
|
LMG Wealth Partners LLC |
99 |
- |
2024-03-31 |
7,026 |
$375,000 |
0 |
|
Resources Investment Advisors Inc. |
840 |
- |
2024-03-31 |
6,906 |
$368,000 |
-26,713 |
|
Golden State Equity Partners |
276 |
- |
2023-12-31 |
5,782 |
$308,000 |
-155 |
|
GSB Wealth Management LLC |
180 |
- |
2024-03-31 |
5,450 |
$291,000 |
0 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
143 |
- |
2023-06-30 |
5,116 |
$277,000 |
-2,223 |
|
H D Vest Advisory Services |
1357 |
- |
2024-03-31 |
5,011 |
$267,000 |
-1,669 |
|
UBS Group AG |
4570 |
- |
2024-03-31 |
4,443 |
$237,000 |
1,281 |
|
LINCOLN NATIONAL CORP |
1064 |
- |
2024-03-31 |
4,340 |
$231,000 |
4 |
|
Fairway Wealth LLC |
44 |
- |
2024-03-31 |
3,248 |
$173,000 |
628 |
|
Wallace Hart LLC |
20 |
- |
2024-03-31 |
2,607 |
$139,000 |
0 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
347 |
*New |
2024-03-31 |
900 |
$48,000 |
900 |
|
Goss Wealth Management LLC |
2335 |
*New |
2024-03-31 |
842 |
$45,000 |
842 |
|
BANK OF MONTREAL /CAN/ |
3142 |
- |
2024-03-31 |
427 |
$23,000 |
0 |
|
Coastal Capital Group Inc. |
288 |
- |
2023-06-30 |
401 |
$22,000 |
12 |
|
PRINCIPAL SECURITIES INC. |
2064 |
- |
2024-03-31 |
312 |
$17,000 |
0 |
|
McIlrath & Eck LLC |
567 |
- |
2024-03-31 |
229 |
$12,000 |
0 |
|
Main Street Group LTD |
430 |
- |
2024-03-31 |
182 |
$10,000 |
1 |
|
Global Retirement Partners LLC |
2361 |
- |
2024-03-31 |
89 |
$5,000 |
0 |
|
LAM GROUP INC. |
114 |
- |
2024-03-31 |
45 |
$2,000 |
-15 |
|
Capital Investment Advisory Services LLC |
905 |
- |
2024-03-31 |
35 |
$2,000 |
0 |
|
J P MORGAN CHASE & CO |
5265 |
- |
2024-03-31 |
14 |
$1,000 |
-1 |
|
ALLIANZ ASSET MANAGEMENT AG |
1627 |
- |
2024-03-31 |
12 |
$1,000 |
-11 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5306 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,247 |
|
PROEQUITIES INC. |
3522 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Kestra Advisory Services LLC |
2428 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,192 |
|
New Millennium Group LLC |
146 |
*Closed |
2024-03-31 |
0 |
$0 |
-145 |
|
Kalos Management Inc. |
322 |
*Closed |
2023-06-30 |
0 |
$0 |
-55 |
|
FLOW TRADERS U.S. LLC |
948 |
*Closed |
2024-03-31 |
0 |
$0 |
-54,556 |
|
WEST COAST FINANCIAL LLC |
165 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,145 |
|
FMR LLC |
5282 |
- |
2024-03-31 |
1 |
$0 |
-99 |
|
PNC FINANCIAL SERVICES GROUP INC |
4550 |
*Closed |
2024-03-31 |
0 |
$0 |
-106 |
|
IFP Advisors Inc |
3283 |
*Closed |
2023-12-31 |
0 |
$0 |
-750 |
|
Turtle Creek Wealth Advisors LLC |
638 |
*Closed |
2024-03-31 |
0 |
$0 |
-346 |
|
Goodwin Investment Advisory |
72 |
*Closed |
2024-03-31 |
0 |
$0 |
-15 |
|
GTS SECURITIES LLC |
1556 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,720 |
|
|
58 Records found
|
1
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