| |
Institutional
Holders
Total
Institutions:
 |
7  1 |
|
|
Total
shares held :
|
792,358 |
|
|
% of shares
held :
|
8.8% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
3,567 |
|
|
% of shares
held change :
|
0.04% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  FULTON BANK, N.A. |
17 |
- |
2024-06-30 |
354,091 |
$22,163,000 |
-31,241 |
|
| Garde Capital Inc. |
26 |
- |
2024-06-30 |
187,666 |
$11,746,000 |
-7,065 |
|
| PARTNERS CAPITAL INVESTMENT GROUP LLP |
52 |
- |
2024-06-30 |
187,807 |
$11,715,000 |
-135,375 |
|
| FIRST MERCHANTS CORP |
51 |
*New |
2024-06-30 |
163,240 |
$10,217,000 |
163,240 |
|
| SILVERCREST ASSET MANAGEMENT GROUP LLC |
404 |
- |
2024-06-30 |
71,570 |
$4,480,000 |
13,703 |
|
| Grey Fox Wealth Advisors LLC |
43 |
- |
2024-06-30 |
13,688 |
$857,000 |
-3,250 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
332 |
- |
2022-12-31 |
8,912 |
$488,000 |
3 |
|
| ROTHSCHILD INVESTMENT CORP /IL |
323 |
- |
2023-09-30 |
6,151 |
$331,000 |
39 |
|
| Financial Gravity Wealth Inc. |
149 |
- |
2024-06-30 |
1,647 |
$103,000 |
11 |
|
| RFP Financial Group LLC |
320 |
*New |
2024-06-30 |
315 |
$20,000 |
315 |
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
333 |
*Closed |
2024-06-30 |
0 |
$0 |
-3,836 |
|
|
11 Records found
|
1
|
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