|
Institutional
Holders
Total
Institutions:
|
16 2 |
|
Total
shares held :
|
326,523 |
|
% of shares
held :
|
0.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
13,720 |
|
% of shares
held change :
|
0% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$85.96 |
|
Last
Quarter's Ending
Price :
|
$101.65 |
|
Last
Quarter's Average
Price :
|
$96.41 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
25.31 (26.25%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Financial Gravity Wealth Inc. |
14 |
- |
2023-12-31 |
217,851 |
$129,453,000 |
0 |
|
MADISON ASSET MANAGEMENT LLC |
212 |
- |
2023-12-31 |
31,815 |
$3,234,000 |
-1,479 |
|
MAR VISTA INVESTMENT PARTNERS LLC |
42 |
- |
2023-12-31 |
27,044 |
$2,749,000 |
2,000 |
|
Capital Square LLC |
|
*New |
2023-12-31 |
13,810 |
$1,405,000 |
13,810 |
|
RHUMBLINE ADVISERS |
2355 |
- |
2023-12-31 |
8,283 |
$842,000 |
-10 |
|
YOUSIF CAPITAL MANAGEMENT LLC |
1439 |
- |
2023-12-31 |
5,991 |
$609,000 |
0 |
|
Henry James International Management Inc. |
87 |
- |
2023-12-31 |
5,372 |
$546,000 |
0 |
|
Pacer Advisors Inc. |
1160 |
- |
2023-12-31 |
2,583 |
$263,000 |
-3,144 |
|
GAMMA Investing LLC |
967 |
- |
2024-03-31 |
494 |
$55,000 |
54 |
|
Mango Five Family Inc. |
84 |
- |
2023-12-31 |
210 |
$21,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3435 |
- |
2023-12-31 |
186 |
$19,000 |
-16 |
|
Manitou Investment Management Ltd. |
45 |
- |
2023-12-31 |
130 |
$13,000 |
0 |
|
ORG Partners LLC |
759 |
- |
2023-12-31 |
43 |
$4,000 |
-9 |
|
FTB Advisors Inc. |
2055 |
- |
2023-12-31 |
18 |
$2,000 |
0 |
|
ALPHAMARK ADVISORS LLC |
686 |
- |
2024-03-31 |
6 |
$1,000 |
0 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
1059 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,992 |
|
Russell Investments Group Ltd. |
3334 |
*Closed |
2023-12-31 |
0 |
$0 |
-159 |
|
Front Row Advisors LLC |
701 |
*Closed |
2023-12-31 |
0 |
$0 |
-26 |
|
|
18 Records found
|
1
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