| |
Institutional
Holders
Total
Institutions:
 |
321  4 |
|
|
Total
shares held :
|
69,442,998 |
|
|
% of shares
held :
|
44.86% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 12 |
|
|
Amount
of shares held :
|
5,677,320 |
|
|
% of shares
held change :
|
3.67% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$26.77 |
|
|
Last
Quarter's Ending
Price :
|
$28.78 |
|
|
Last
Quarter's Average
Price :
|
$27.58 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.03 (3.73%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CAPE COD FIVE CENTS SAVINGS BANK |
23 |
*New |
2023-12-31 |
370,548 |
$10,664,000 |
370,548 |
|
| BDO Wealth Advisors LLC |
49 |
*New |
2023-06-30 |
140,537 |
$3,903,000 |
140,537 |
|
| NBT BANK N A /NY |
96 |
*New |
2024-03-31 |
124,746 |
$3,620,000 |
124,746 |
|
| Cornerstone Wealth Group LLC |
95 |
*New |
2024-03-31 |
74,936 |
$2,175,000 |
74,936 |
|
| Virtue Capital Management LLC |
40 |
*New |
2023-12-31 |
73,065 |
$2,085,000 |
73,065 |
|
| OLD MISSION CAPITAL LLC |
281 |
*New |
2023-12-31 |
62,387 |
$1,795,000 |
62,387 |
|
| PROSPERA FINANCIAL SERVICES |
372 |
*New |
2023-12-31 |
51,378 |
$1,479,000 |
51,378 |
|
| TAP Consulting LLC |
99 |
*New |
2024-03-31 |
36,970 |
$1,073,000 |
36,970 |
|
| Darrow Company Inc. |
|
*New |
2024-03-31 |
36,226 |
$1,051,000 |
36,226 |
|
| Strategic Wealth Designers |
82 |
*New |
2023-12-31 |
16,703 |
$481,000 |
16,703 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
416 |
*New |
2024-03-31 |
16,110 |
$468,000 |
16,110 |
|
| HARTLINE INVESTMENT CORP/ |
253 |
*New |
2024-03-31 |
12,838 |
$373,000 |
12,838 |
|
| TFB Advisors LLC |
|
*New |
2024-03-31 |
10,865 |
$307,000 |
10,865 |
|
| Worth Asset Management LLC |
87 |
*New |
2024-03-31 |
10,278 |
$298,000 |
10,278 |
|
| COMERICA SECURITIESINC. |
399 |
*New |
2023-09-30 |
9,131 |
$247,000 |
9,131 |
|
| Fulcrum Equity Management |
107 |
*New |
2024-03-31 |
7,309 |
$212,000 |
7,309 |
|
| CI Private Wealth LLC |
2060 |
*New |
2023-12-31 |
7,052 |
$203,000 |
7,052 |
|
| J.W. COLE ADVISORS INC. |
|
*New |
2024-03-31 |
6,968 |
$202,000 |
6,968 |
|
| WHITE BAY PT LLC |
201 |
*New |
2023-12-31 |
2,535 |
$73,000 |
2,535 |
|
| Tacita Capital Inc |
170 |
*New |
2023-12-31 |
929 |
$27,000 |
929 |
|
| WFA of San Diego LLC |
236 |
*New |
2023-09-30 |
743 |
$20,000 |
743 |
|
| Raleigh Capital Management Inc. |
684 |
*New |
2023-12-31 |
218 |
$6,000 |
218 |
|
| GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC |
105 |
*New |
2023-12-31 |
185 |
$5,000 |
185 |
|
| Truvestments Capital LLC |
603 |
*New |
2023-12-31 |
167 |
$5,000 |
167 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
931 |
*New |
2022-12-31 |
30 |
$1,000 |
30 |
|
| First Personal Financial Services |
338 |
*New |
2024-03-31 |
37 |
$1,000 |
37 |
|
| Aptus Capital Advisors LLC |
940 |
*New |
2023-12-31 |
10 |
$0 |
10 |
|
|
27 Records found
|
1
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