| |
Institutional
Holders
Total
Institutions:
 |
20  2 |
|
|
Total
shares held :
|
12,535,677 |
|
|
% of shares
held :
|
56.42% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 1 |
|
|
Amount
of shares held :
|
150,091 |
|
|
% of shares
held change :
|
0.68% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Atlantic Trust Group LLC |
57 |
- |
2023-12-31 |
11,723,982 |
$251,831,000 |
128,215 |
|
| BURNS WEALTH MANAGEMENT, INC. |
116 |
- |
2023-12-31 |
252,153 |
$5,416,000 |
3,887 |
|
| J P MORGAN CHASE & CO |
2698 |
- |
2023-12-31 |
148,160 |
$3,182,000 |
0 |
|
| BARCLAYS PLC |
2065 |
- |
2023-12-31 |
100,000 |
$2,148,000 |
0 |
|
| Battery Global Advisors LLC |
12 |
- |
2023-12-31 |
58,447 |
$1,255,000 |
0 |
|
| MORGAN STANLEY |
4665 |
- |
2023-12-31 |
57,413 |
$1,233,000 |
3,575 |
|
| Orion Portfolio Solutions LLC |
849 |
- |
2023-12-31 |
56,921 |
$1,230,000 |
713 |
|
| CLS INVESTMENT FIRM LLC |
721 |
- |
2022-12-31 |
54,725 |
$1,027,000 |
746 |
|
| Buckingham Strategic Partners |
247 |
*New |
2023-12-31 |
24,276 |
$521,000 |
24,276 |
|
| UBS Group AG |
3975 |
- |
2023-12-31 |
22,110 |
$475,000 |
0 |
|
| River Street Advisors LLC |
87 |
*New |
2024-03-31 |
18,345 |
$443,000 |
18,345 |
|
| Rockefeller Capital Management L.P. |
1375 |
- |
2023-12-31 |
20,340 |
$437,000 |
0 |
|
| Arlington Trust Co LLC |
95 |
- |
2024-03-31 |
17,500 |
$422,000 |
0 |
|
| US BANCORP |
1746 |
- |
2023-12-31 |
15,000 |
$322,000 |
0 |
|
| BBR PARTNERS, LLC |
139 |
*New |
2023-12-31 |
14,558 |
$313,000 |
14,558 |
|
| RAYMOND JAMES & ASSOCIATES |
3407 |
- |
2024-03-31 |
10,824 |
$261,000 |
0 |
|
| BANK OF NEW YORK MELLON CORP |
3746 |
- |
2024-03-31 |
10,027 |
$242,000 |
1 |
|
| UMB BANK N A/MO |
882 |
- |
2024-03-31 |
1,580 |
$38,000 |
0 |
|
| BDO Wealth Advisors LLC |
607 |
- |
2023-06-30 |
856 |
$17,000 |
0 |
|
| ROYAL BANK OF CANADA |
5808 |
- |
2023-12-31 |
437 |
$9,000 |
0 |
|
| Global Retirement Partners LLC |
2369 |
- |
2024-03-31 |
200 |
$5,000 |
0 |
|
| PROEQUITIES INC. |
4434 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6292 |
*Closed |
2023-12-31 |
0 |
$0 |
-36,256 |
|
| WELLS FARGO & CO/MN |
6510 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,260 |
|
| FMR LLC |
5055 |
*Closed |
2023-12-31 |
0 |
$0 |
-1 |
|
| FIFTH THIRD BANCORP |
2480 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,750 |
|
| BESSEMER GROUP INC |
2289 |
*Closed |
2023-12-31 |
0 |
$0 |
-400 |
|
|
27 Records found
|
1
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