| |
Institutional
Holders
Total
Institutions:
 |
286  8 |
|
|
Total
shares held :
|
9,284,508 |
|
|
% of shares
held :
|
51.72% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
|
Amount
of shares held :
|
1,985,202 |
|
|
% of shares
held change :
|
11.06% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$63.07 |
|
|
Last
Quarter's Ending
Price :
|
$69.05 |
|
|
Last
Quarter's Average
Price :
|
$65.17 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
9.17 (14.07%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
648 |
- |
2023-09-30 |
42,622 |
$2,706,000 |
0 |
|
| CYNOSURE MANAGEMENT LLC |
50 |
- |
2024-03-31 |
18,228 |
$1,339,000 |
0 |
|
| LINCOLN NATIONAL CORP |
527 |
- |
2024-03-31 |
13,060 |
$959,000 |
0 |
|
| Sugarloaf Wealth Management LLC |
92 |
- |
2024-03-31 |
6,293 |
$462,000 |
0 |
|
| Sargent Bickham Lagudis LLC |
193 |
- |
2022-12-31 |
7,112 |
$425,000 |
0 |
|
| Klingman & Associates LLC |
161 |
- |
2024-03-31 |
5,604 |
$412,000 |
0 |
|
| Main Street Financial Solutions LLC |
417 |
- |
2024-03-31 |
4,000 |
$294,000 |
0 |
|
| SAX WEALTH ADVISORS LLC |
157 |
- |
2023-12-31 |
3,857 |
$266,000 |
0 |
|
| Strategic Family Wealth Counselors L.L.C. |
93 |
- |
2023-12-31 |
3,831 |
$265,000 |
0 |
|
| Strid Group LLC |
47 |
- |
2024-03-31 |
3,444 |
$253,000 |
0 |
|
| NAPLES GLOBAL ADVISORS LLC |
375 |
- |
2024-03-31 |
3,069 |
$225,000 |
0 |
|
| Summit Trail Advisors LLC |
540 |
- |
2024-03-31 |
3,000 |
$220,000 |
0 |
|
| Global Retirement Partners LLC |
816 |
- |
2024-03-31 |
2,500 |
$184,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1492 |
- |
2024-03-31 |
1,439 |
$106,000 |
0 |
|
| Founders Financial Alliance LLC |
294 |
- |
2023-12-31 |
1,382 |
$95,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
532 |
- |
2024-03-31 |
1,036 |
$76,000 |
0 |
|
| US BANCORP |
2551 |
- |
2024-03-31 |
890 |
$65,000 |
0 |
|
| Lindbrook Capital LLC |
710 |
- |
2024-03-31 |
820 |
$60,000 |
0 |
|
| NBT BANK N A /NY |
405 |
- |
2024-03-31 |
683 |
$50,000 |
0 |
|
| Activest Wealth Management |
134 |
- |
2024-03-31 |
499 |
$37,000 |
0 |
|
| GAMMA Investing LLC |
1243 |
- |
2024-03-31 |
495 |
$36,000 |
0 |
|
| LOGAN CAPITAL MANAGEMENT INC |
366 |
- |
2023-12-31 |
432 |
$30,000 |
0 |
|
| CAMBRIDGE TRUST CO |
469 |
- |
2023-12-31 |
430 |
$30,000 |
0 |
|
| EPG Wealth Management LLC |
333 |
- |
2023-12-31 |
400 |
$28,000 |
0 |
|
| NORTH STAR INVESTMENT MANAGEMENT CORP. |
781 |
- |
2024-03-31 |
214 |
$16,000 |
0 |
|
| Transcendent Capital Group LLC |
249 |
- |
2024-03-31 |
172 |
$12,000 |
0 |
|
| Beacon Capital Management LLC |
478 |
- |
2023-12-31 |
195 |
$12,000 |
0 |
|
| TD Waterhouse Canada Inc. |
1344 |
- |
2024-03-31 |
150 |
$11,000 |
0 |
|
| PROEQUITIES INC. |
1733 |
- |
2024-03-31 |
122 |
$9,000 |
0 |
|
| AllSquare Wealth Management LLC |
386 |
- |
2024-03-31 |
118 |
$9,000 |
0 |
|
| Nemes Rush Group LLC |
450 |
- |
2023-12-31 |
104 |
$7,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2087 |
- |
2023-12-31 |
92 |
$6,000 |
0 |
|
| Iron Horse Wealth Management LLC |
230 |
- |
2024-03-31 |
72 |
$5,000 |
0 |
|
| Princeton Global Asset Management LLC |
487 |
- |
2024-03-31 |
63 |
$5,000 |
0 |
|
| CAROLINAS WEALTH CONSULTING LLC |
644 |
- |
2023-12-31 |
54 |
$4,000 |
0 |
|
| Key Financial Inc |
1051 |
- |
2024-03-31 |
37 |
$3,000 |
0 |
|
| DT INVESTMENT PARTNERS, LLC |
416 |
- |
2023-12-31 |
45 |
$3,000 |
0 |
|
| Crewe Advisors LLC |
284 |
- |
2023-12-31 |
30 |
$2,000 |
0 |
|
| SANDY SPRING BANK |
1024 |
- |
2024-03-31 |
27 |
$2,000 |
0 |
|
| BALLAST ADVISORS LLC |
169 |
- |
2024-03-31 |
32 |
$2,000 |
0 |
|
| AYRSHIRE ASSOCIATES INC |
522 |
- |
2023-12-31 |
24 |
$2,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1513 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
1117 |
- |
2024-03-31 |
8 |
$1,000 |
0 |
|
| Larson Financial Group LLC |
1521 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
| Investors Research Corp |
993 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
|
45 Records found
|
1
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