| |
Institutional
Holders
Total
Institutions:
 |
143  6 |
|
|
Total
shares held :
|
6,888,392 |
|
|
% of shares
held :
|
32.88% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
1,106,997 |
|
|
% of shares
held change :
|
 5.28% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$33.76 |
|
|
Last
Quarter's Ending
Price :
|
$36.15 |
|
|
Last
Quarter's Average
Price :
|
$34.58 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.79 (5.16%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  WELLS FARGO & CO/MN |
1150 |
- |
2023-12-31 |
489,902 |
$17,710,000 |
414,637 |
|
| BANK OF AMERICA CORP /DE/ |
2480 |
- |
2023-12-31 |
245,415 |
$8,872,000 |
109,992 |
|
| GeoWealth Management LLC |
40 |
- |
2023-12-31 |
233,767 |
$8,451,000 |
155,765 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1601 |
- |
2023-12-31 |
212,395 |
$7,678,000 |
184,654 |
|
| MORGAN STANLEY |
3546 |
- |
2023-12-31 |
207,639 |
$7,506,000 |
9,818 |
|
| Curran Financial Partners LLC |
|
- |
2024-03-31 |
163,639 |
$6,026,000 |
4,837 |
|
| WNY Asset Management LLC |
24 |
- |
2023-12-31 |
151,751 |
$5,486,000 |
128,181 |
|
| Investment Advisory Group LLC |
|
- |
2024-03-31 |
145,646 |
$5,363,000 |
1,066 |
|
| Advisor Group Holdings Inc. |
1216 |
- |
2023-12-31 |
134,425 |
$4,860,000 |
4,265 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1395 |
- |
2023-12-31 |
93,920 |
$3,395,000 |
48,598 |
|
| AMERIPRISE FINANCIAL INC |
2532 |
- |
2023-12-31 |
92,612 |
$3,348,000 |
17,511 |
|
| Archvest Wealth Advisors Inc. |
|
- |
2024-03-31 |
87,090 |
$3,193,000 |
322 |
|
| ROYAL BANK OF CANADA |
2334 |
- |
2023-12-31 |
73,948 |
$2,672,000 |
15,273 |
|
| SILVER OAK SECURITIES Inc |
76 |
- |
2023-12-31 |
60,413 |
$2,184,000 |
10,622 |
|
| Legacy Capital Wealth Partners LLC |
34 |
- |
2023-12-31 |
57,067 |
$2,063,000 |
16,708 |
|
| Ausdal Financial Partners Inc. |
107 |
- |
2024-03-31 |
49,425 |
$1,820,000 |
1,901 |
|
| COMERICA BANK |
1334 |
- |
2023-12-31 |
40,355 |
$1,459,000 |
36,639 |
|
| CI Private Wealth LLC |
1146 |
- |
2023-12-31 |
39,301 |
$1,421,000 |
11,743 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2087 |
- |
2024-03-31 |
33,081 |
$1,218,000 |
1,578 |
|
| GOLDMAN SACHS GROUP INC/ |
3547 |
- |
2023-12-31 |
26,178 |
$946,000 |
26,178 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
701 |
- |
2023-12-31 |
24,746 |
$895,000 |
2,107 |
|
| HARBOUR INVESTMENTS INC. |
395 |
- |
2023-12-31 |
23,965 |
$866,000 |
229 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
279 |
- |
2024-03-31 |
21,966 |
$809,000 |
4,994 |
|
| STIFEL FINANCIAL CORP |
2285 |
- |
2023-12-31 |
21,514 |
$778,000 |
14,114 |
|
| Waterloo Capital L.P. |
175 |
- |
2023-12-31 |
18,394 |
$665,000 |
10,127 |
|
| Sentinus LLC |
88 |
- |
2023-06-30 |
18,523 |
$653,000 |
2,270 |
|
| MODERA WEALTH MANAGEMENT, LLC |
347 |
- |
2023-12-31 |
16,724 |
$605,000 |
16,724 |
|
| First Personal Financial Services |
83 |
- |
2024-03-31 |
13,385 |
$493,000 |
181 |
|
| Cetera Investment Advisers |
1543 |
- |
2023-12-31 |
12,294 |
$444,000 |
1,348 |
|
| Prosperity Consulting Group LLC |
|
- |
2024-03-31 |
11,597 |
$427,000 |
5,337 |
|
| TRUE Private Wealth Advisors |
186 |
- |
2024-03-31 |
11,380 |
$419,000 |
693 |
|
| Chicago Partners Investment Group LLC |
531 |
- |
2024-03-31 |
9,749 |
$350,000 |
1,110 |
|
| Legacy Financial Group LLC |
76 |
- |
2024-03-31 |
9,510 |
$350,000 |
9,510 |
|
| First Ascent Asset Management LLC |
49 |
- |
2023-12-31 |
8,606 |
$311,000 |
1,357 |
|
| JDM Financial Group LLC |
30 |
- |
2023-12-31 |
7,510 |
$271,000 |
1,312 |
|
| Qube Research & Technologies Ltd |
2337 |
- |
2023-12-31 |
6,512 |
$235,000 |
5,825 |
|
| FinTrust Capital Advisors LLC |
268 |
- |
2024-03-31 |
6,220 |
$229,000 |
3,210 |
|
| WESTEND ADVISORS LLC |
46 |
- |
2023-12-31 |
5,486 |
$198,000 |
5,154 |
|
| CENTAURUS FINANCIAL INC. |
622 |
- |
2023-12-31 |
4,859 |
$176,000 |
855 |
|
| Aptus Capital Advisors LLC |
582 |
- |
2023-12-31 |
3,816 |
$138,000 |
266 |
|
| Bay Harbor Wealth Management LLC |
57 |
- |
2024-03-31 |
3,317 |
$122,000 |
38 |
|
| J P MORGAN CHASE & CO |
4449 |
- |
2023-12-31 |
3,100 |
$112,000 |
1,800 |
|
| SRS Capital Advisors Inc. |
416 |
- |
2023-12-31 |
2,062 |
$75,000 |
462 |
|
| Coastal Investment Advisors Inc. |
572 |
- |
2024-03-31 |
1,194 |
$44,000 |
1,194 |
|
| Rain Capital Management LLC |
76 |
- |
2023-12-31 |
643 |
$23,000 |
4 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
|
- |
2024-03-31 |
473 |
$17,000 |
137 |
|
| Coston McIsaac & Partners |
324 |
- |
2024-03-31 |
432 |
$15,000 |
5 |
|
| ICA Group Wealth Management LLC |
876 |
- |
2023-12-31 |
277 |
$10,000 |
277 |
|
| JNBA FINANCIAL ADVISORS |
510 |
- |
2024-03-31 |
173 |
$6,000 |
43 |
|
|
49 Records found
|
1
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