| |
Institutional
Holders
Total
Institutions:
 |
337  18 |
|
|
Total
shares held :
|
52,019,229 |
|
|
% of shares
held :
|
80.84% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
62 |
|
|
Amount
of shares held :
|
2,022,771 |
|
|
% of shares
held change :
|
3.14% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$65.80 |
|
|
Last
Quarter's Ending
Price :
|
$74.58 |
|
|
Last
Quarter's Average
Price :
|
$68.53 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.21 (0.31%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CIBC WORLD MARKETS CORP |
161 |
- |
2023-12-31 |
230,000 |
$18,435,000 |
0 |
|
| CONNING ASSET MANAGEMENT CO. |
66 |
- |
2024-03-31 |
210,000 |
$15,189,000 |
0 |
|
| Horizons Wealth Management |
16 |
- |
2024-03-31 |
40,991 |
$3,057,000 |
0 |
|
| SHELTER MUTUAL INSURANCE CO |
40 |
- |
2023-12-31 |
38,000 |
$2,834,000 |
0 |
|
| Transcendent Capital Group LLC |
34 |
- |
2024-03-31 |
19,644 |
$1,465,000 |
0 |
|
| M&T BANK CORP |
883 |
- |
2023-12-31 |
12,835 |
$957,000 |
0 |
|
| BOSTON FAMILY OFFICE LLC |
204 |
- |
2023-12-31 |
5,727 |
$427,000 |
0 |
|
| Neumann Capital Management LLC |
85 |
- |
2023-12-31 |
4,100 |
$306,000 |
0 |
|
| HBW Advisory Services LLC |
250 |
- |
2024-03-31 |
3,558 |
$265,000 |
0 |
|
| McIlrath & Eck LLC |
155 |
- |
2023-12-31 |
1,464 |
$109,000 |
0 |
|
| Aptus Capital Advisors LLC |
651 |
- |
2023-12-31 |
820 |
$61,000 |
0 |
|
| Financial Gravity Wealth Inc. |
318 |
- |
2023-12-31 |
670 |
$43,000 |
0 |
|
| Center for Financial Planning Inc. |
258 |
- |
2024-03-31 |
600 |
$43,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
377 |
- |
2024-03-31 |
542 |
$39,000 |
0 |
|
| Founders Financial Alliance LLC |
365 |
- |
2023-12-31 |
437 |
$33,000 |
0 |
|
| FinTrust Capital Advisors LLC |
592 |
- |
2023-12-31 |
406 |
$30,000 |
0 |
|
| PROVENCE WEALTH MANAGEMENT GROUP |
250 |
- |
2023-12-31 |
374 |
$28,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
443 |
- |
2024-03-31 |
360 |
$26,000 |
0 |
|
| Jackson Hole Capital Partners LLC |
234 |
- |
2023-12-31 |
332 |
$25,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
559 |
- |
2024-03-31 |
335 |
$24,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
346 |
- |
2023-12-31 |
322 |
$23,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
|
- |
2023-12-31 |
289 |
$22,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
675 |
- |
2023-12-31 |
185 |
$14,000 |
0 |
|
| FARMERS & MERCHANTS INVESTMENTS INC |
634 |
- |
2024-03-31 |
154 |
$11,000 |
0 |
|
| Emerald Investment Partners LLC |
|
- |
2023-12-31 |
123 |
$9,000 |
0 |
|
| Baldrige Asset Management LLC |
279 |
- |
2023-03-31 |
85 |
$7,000 |
0 |
|
| HARBOR INVESTMENT ADVISORY LLC |
924 |
- |
2024-03-31 |
101 |
$7,000 |
0 |
|
| BARRETT & COMPANY INC. |
485 |
- |
2024-03-31 |
65 |
$5,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
1222 |
- |
2023-12-31 |
57 |
$4,000 |
0 |
|
| WOLFF WIESE MAGANA LLC |
445 |
- |
2024-03-31 |
43 |
$3,000 |
0 |
|
| Farther Finance Advisors LLC |
2202 |
- |
2023-12-31 |
36 |
$3,000 |
0 |
|
| Retirement Group LLC |
601 |
- |
2023-12-31 |
35 |
$3,000 |
0 |
|
| Sutton Wealth Advisors Inc. |
685 |
- |
2023-09-30 |
49 |
$3,000 |
0 |
|
| CULLEN FROST BANKERS INC |
935 |
- |
2023-12-31 |
28 |
$2,000 |
0 |
|
| PSI Advisors LLC |
648 |
- |
2024-03-31 |
30 |
$2,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1741 |
- |
2023-12-31 |
32 |
$2,000 |
0 |
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
559 |
- |
2023-12-31 |
30 |
$2,000 |
0 |
|
| Red Tortoise LLC |
524 |
- |
2024-03-31 |
25 |
$2,000 |
0 |
|
| Eukles Asset Management |
212 |
- |
2023-12-31 |
27 |
$2,000 |
0 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
439 |
- |
2023-12-31 |
1 |
$1,000 |
0 |
|
| INDIANA TRUST & INVESTMENT MANAGEMENT CO |
458 |
- |
2024-03-31 |
18 |
$1,000 |
0 |
|
| WETZEL INVESTMENT ADVISORS INC. |
926 |
- |
2024-03-31 |
14 |
$1,000 |
0 |
|
| Key Financial Inc |
1226 |
- |
2023-12-31 |
6 |
$0 |
0 |
|
| SOA Wealth Advisors LLC. |
811 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
| First Command Advisory Services Inc. |
480 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
|
45 Records found
|
1
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