| |
Institutional
Holders
Total
Institutions:
 |
138  12 |
|
|
Total
shares held :
|
6,454,392 |
|
|
% of shares
held :
|
69.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
32 |
|
|
Amount
of shares held :
|
-53,788 |
|
|
% of shares
held change :
|
 -0.58% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$52.28 |
|
|
Last
Quarter's Ending
Price :
|
$57.99 |
|
|
Last
Quarter's Average
Price :
|
$54.43 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
8.45 (15.52%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BANK OF AMERICA CORP /DE/ |
1209 |
- |
2023-12-31 |
777,566 |
$45,091,000 |
2,088 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
25 |
- |
2024-03-31 |
652,874 |
$41,549,000 |
3,236 |
|
| BILLEAUD CAPITAL MANAGEMENT INC. |
7 |
- |
2024-03-31 |
246,163 |
$15,102,000 |
609 |
|
| WELLS FARGO & CO/MN |
1598 |
- |
2023-12-31 |
147,541 |
$8,556,000 |
1,786 |
|
| CI Private Wealth LLC |
597 |
- |
2023-12-31 |
127,144 |
$7,373,000 |
89 |
|
| CWM LLC |
359 |
- |
2024-03-31 |
107,407 |
$6,835,000 |
7,019 |
|
| COUNTRY CLUB BANK /GFN |
61 |
- |
2024-03-31 |
101,785 |
$6,478,000 |
20,835 |
|
| BB&T CORP |
797 |
- |
2023-12-31 |
105,584 |
$6,123,000 |
3,243 |
|
| LPL FINANCIAL CORP |
1583 |
- |
2023-12-31 |
99,889 |
$5,793,000 |
6,925 |
|
| AMERIPRISE FINANCIAL INC |
2173 |
- |
2023-12-31 |
99,478 |
$5,769,000 |
1,444 |
|
| COMMERCE BANK N A/MO |
292 |
- |
2024-03-31 |
89,515 |
$5,697,000 |
540 |
|
| UBS Group AG |
2128 |
- |
2023-12-31 |
73,728 |
$4,275,000 |
11,306 |
|
| HAVERFORD TRUST CO |
132 |
- |
2024-03-31 |
63,033 |
$4,011,000 |
20,605 |
|
| JJJ Advisors Inc. |
18 |
- |
2024-03-31 |
60,717 |
$3,864,000 |
4,970 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2121 |
- |
2023-12-31 |
60,679 |
$3,519,000 |
102 |
|
| Northwest Bancshares Inc. |
48 |
- |
2024-03-31 |
47,390 |
$3,016,000 |
3,264 |
|
| SAVANT CAPITAL MANAGEMENT INC |
253 |
- |
2023-12-31 |
42,904 |
$2,488,000 |
898 |
|
| COMERICA BANK |
1069 |
- |
2023-12-31 |
41,187 |
$2,388,000 |
18 |
|
| STIFEL FINANCIAL CORP |
1566 |
- |
2023-12-31 |
39,446 |
$2,288,000 |
9,845 |
|
| CREATIVE PLANNING |
1063 |
- |
2023-12-31 |
24,307 |
$1,410,000 |
1,124 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1523 |
- |
2024-03-31 |
21,068 |
$1,341,000 |
6,714 |
|
| Advisor OS LLC |
117 |
- |
2023-12-31 |
21,131 |
$1,225,000 |
4,392 |
|
| Advisor Group Holdings Inc. |
2465 |
- |
2023-12-31 |
17,849 |
$1,035,000 |
724 |
|
| POLEN CAPITAL MANAGEMENT INC |
98 |
- |
2024-03-31 |
15,688 |
$998,000 |
10,300 |
|
| BROWN ADVISORY HOLDINGS INC |
795 |
- |
2024-03-31 |
14,599 |
$929,000 |
265 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2921 |
- |
2023-12-31 |
15,641 |
$907,000 |
8,414 |
|
| Oakworth Capital Inc. |
98 |
- |
2024-03-31 |
10,922 |
$695,000 |
2,940 |
|
| ISLAY CAPITAL MANAGEMENT LLC |
60 |
- |
2023-12-31 |
11,189 |
$649,000 |
2,239 |
|
| FIRETHORN WEALTH PARTNERS LLC |
74 |
- |
2024-03-31 |
8,648 |
$550,000 |
108 |
|
| NOTTINGHAM ADVISORS INC |
84 |
- |
2023-12-31 |
9,373 |
$544,000 |
35 |
|
| AE Wealth Management LLC |
1413 |
- |
2023-12-31 |
8,638 |
$511,000 |
695 |
|
| TOWER RESEARCH CAPITAL LLC |
1432 |
- |
2023-12-31 |
7,868 |
$456,000 |
2,685 |
|
| MONTECITO BANK & TRUST |
190 |
- |
2024-03-31 |
6,765 |
$431,000 |
575 |
|
| MJP ASSOCIATES INC /ADV |
134 |
- |
2024-03-31 |
6,135 |
$390,000 |
219 |
|
| Private Advisor Group LLC |
1676 |
- |
2024-03-31 |
5,994 |
$381,000 |
15 |
|
| Widmann Financial Services Inc. |
60 |
- |
2023-12-31 |
6,265 |
$363,000 |
300 |
|
| Sterling Investment Counsel LLC |
106 |
- |
2024-03-31 |
5,525 |
$352,000 |
25 |
|
| Firestone Capital Management |
94 |
- |
2023-12-31 |
5,682 |
$330,000 |
210 |
|
| Joseph Group Capital Management |
45 |
- |
2023-12-31 |
5,526 |
$320,000 |
5 |
|
| Objective Capital Management LLC |
113 |
- |
2023-12-31 |
3,750 |
$217,000 |
3,750 |
|
| PROEQUITIES INC. |
754 |
- |
2024-03-31 |
2,515 |
$160,000 |
35 |
|
| Coppell Advisory Solutions LLC |
293 |
- |
2023-12-31 |
2,705 |
$157,000 |
596 |
|
| ZRC WEALTH MANAGEMENT LLC |
261 |
- |
2024-03-31 |
508 |
$32,000 |
4 |
|
| PSI Advisors LLC |
371 |
- |
2024-03-31 |
358 |
$23,000 |
2 |
|
| Geneos Wealth Management Inc. |
1359 |
- |
2024-03-31 |
320 |
$20,000 |
34 |
|
| WFA Asset Management Corp |
165 |
- |
2024-03-31 |
282 |
$18,000 |
8 |
|
| ODell Group LLC |
498 |
- |
2023-12-31 |
7 |
$0 |
7 |
|
|
47 Records found
|
1
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