| |
Institutional
Holders
Total
Institutions:
 |
438  20 |
|
|
Total
shares held :
|
62,714,600 |
|
|
% of shares
held :
|
8.91% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
33 |
|
|
Amount
of shares held :
|
-912,421 |
|
|
% of shares
held change :
|
 -0.13% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.42 |
|
|
Last
Quarter's Ending
Price :
|
$51.04 |
|
|
Last
Quarter's Average
Price :
|
$48.13 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
5.59 (11.61%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HARDING LOEVNER MANAGEMENT L P/NJ/ |
64 |
*New |
2023-12-31 |
341,142 |
$17,412,000 |
341,142 |
|
| GLOVISTA INVESTMENTS LLC |
4 |
*New |
2023-12-31 |
274,319 |
$14,010,000 |
274,319 |
|
| CLARK CAPITAL MANAGEMENT GROUP INC |
159 |
*New |
2023-12-31 |
150,590 |
$7,686,000 |
150,590 |
|
| Mount Yale Investment Advisors LLC |
31 |
*New |
2023-12-31 |
114,202 |
$5,829,000 |
114,202 |
|
| LOWE BROCKENBROUGH & CO INC |
92 |
*New |
2023-12-31 |
70,515 |
$3,599,000 |
70,515 |
|
| ICONIQ CAPITAL, LLC |
29 |
*New |
2023-12-31 |
62,879 |
$3,209,000 |
62,879 |
|
| PATHSTONE FAMILY OFFICE, LLC |
479 |
*New |
2023-09-30 |
40,870 |
$1,921,000 |
40,870 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
626 |
*New |
2023-12-31 |
28,329 |
$1,446,000 |
28,329 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
20,614 |
$1,101,000 |
20,614 |
|
| NewEdge Wealth LLC |
394 |
*New |
2023-12-31 |
19,976 |
$1,020,000 |
19,976 |
|
| Jordan Park Group LLC |
39 |
*New |
2023-12-31 |
16,000 |
$817,000 |
16,000 |
|
| Cornerstone Retirement Group Inc. |
11 |
*New |
2023-09-30 |
16,227 |
$763,000 |
16,227 |
|
| COLONY GROUP, LLC |
502 |
*New |
2023-12-31 |
14,753 |
$753,000 |
14,753 |
|
| ADVISORS CAPITAL MANAGEMENT LLC |
322 |
*New |
2023-12-31 |
12,520 |
$639,000 |
12,520 |
|
| DORSEY WRIGHT & ASSOCIATES |
110 |
*New |
2023-12-31 |
11,187 |
$571,000 |
11,187 |
|
| CCM PARTNERS |
321 |
*New |
2023-12-31 |
10,901 |
$556,000 |
10,901 |
|
| Private Advisor Group LLC |
|
*New |
2024-03-31 |
7,526 |
$402,000 |
7,526 |
|
| Beverly Hills Private Wealth LLC |
205 |
*New |
2023-12-31 |
7,716 |
$394,000 |
7,716 |
|
| MILLENNIUM MANAGEMENT LLC |
3244 |
*New |
2023-12-31 |
6,696 |
$342,000 |
6,696 |
|
| Main Management LLC |
58 |
*New |
2023-12-31 |
6,516 |
$333,000 |
6,516 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
643 |
*New |
2023-12-31 |
5,853 |
$299,000 |
5,853 |
|
| CAPITAL WORLD INVESTORS |
501 |
*New |
2023-12-31 |
5,111 |
$261,000 |
5,111 |
|
| Moran Wealth Management LLC |
370 |
*New |
2023-12-31 |
5,034 |
$257,000 |
5,034 |
|
| Simplicity WealthLLC |
983 |
*New |
2024-03-31 |
4,692 |
$251,000 |
4,692 |
|
| Atria Wealth Solutions Inc. |
1614 |
*New |
2023-12-31 |
4,858 |
$248,000 |
4,858 |
|
| CAPITAL RESEARCH GLOBAL INVESTORS |
407 |
*New |
2023-12-31 |
4,568 |
$233,000 |
4,568 |
|
| ESSEX FINANCIAL SERVICES INC |
477 |
*New |
2024-03-31 |
4,265 |
$228,000 |
4,265 |
|
| Alpha Financial Partners LLC |
76 |
*New |
2023-12-31 |
4,131 |
$211,000 |
4,131 |
|
| FIRST FINANCIAL BANK - TRUST DIVISION |
197 |
*New |
2024-03-31 |
3,864 |
$206,000 |
3,864 |
|
| CNB Bank |
|
*New |
2024-03-31 |
3,608 |
$193,000 |
3,608 |
|
| SHEETS SMITH & ASSOCIATES INC |
319 |
*New |
2023-09-30 |
3,160 |
$149,000 |
3,160 |
|
| Venturi Wealth Management LLC |
385 |
*New |
2024-03-31 |
2,577 |
$138,000 |
2,577 |
|
| Blue Edge Capital LLC |
102 |
*New |
2023-12-31 |
2,478 |
$126,000 |
2,478 |
|
| EnRich Financial Partners LLC |
|
*New |
2024-03-31 |
1,861 |
$99,000 |
1,861 |
|
| OXFORD FINANCIAL GROUP LTD |
258 |
*New |
2023-12-31 |
1,361 |
$69,000 |
1,361 |
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
371 |
*New |
2024-03-31 |
1,277 |
$66,000 |
1,277 |
|
| Capital Investment Advisory Services LLC |
750 |
*New |
2024-03-31 |
395 |
$21,000 |
395 |
|
| Geneos Wealth Management Inc. |
|
*New |
2024-03-31 |
39 |
$2,000 |
39 |
|
|
38 Records found
|
1
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