| |
Institutional
Holders
Total
Institutions:
 |
77  4 |
|
|
Total
shares held :
|
4,695,132 |
|
|
% of shares
held :
|
5.25% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-16 |
|
|
Amount
of shares held :
|
-849,629 |
|
|
% of shares
held change :
|
-0.95% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.69 |
|
|
Last
Quarter's Ending
Price :
|
$46.79 |
|
|
Last
Quarter's Average
Price :
|
$45.27 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.84 (1.86%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Pathstone Holdings LLC |
94 |
- |
2024-03-31 |
716,439 |
$33,744,000 |
25,563 |
|
| STATE OF NEW JERSEY COMMON PENSION FUND D |
226 |
- |
2024-03-31 |
550,000 |
$25,905,000 |
439,483 |
|
| ARVEST INVESTMENTS INC. |
5 |
- |
2024-03-31 |
464,813 |
$21,893,000 |
9,664 |
|
| AMERIPRISE FINANCIAL INC |
1288 |
- |
2024-03-31 |
425,719 |
$20,065,000 |
4,987 |
|
| UBS Group AG |
1233 |
- |
2024-03-31 |
394,994 |
$18,604,000 |
17,700 |
|
| MORGAN STANLEY |
2902 |
- |
2024-03-31 |
342,398 |
$16,127,000 |
40,218 |
|
| Tortoise Investment Management LLC |
8 |
- |
2024-03-31 |
335,919 |
$15,822,000 |
18 |
|
| AE Wealth Management LLC |
180 |
- |
2024-03-31 |
283,841 |
$13,369,000 |
36,376 |
|
| BANK OF AMERICA CORP /DE/ |
2313 |
- |
2024-03-31 |
258,848 |
$12,192,000 |
10,023 |
|
| CENTRAL BANK & TRUST CO |
33 |
- |
2024-03-31 |
166,480 |
$7,839,000 |
28,734 |
|
| Krilogy Financial LLC |
37 |
- |
2024-03-31 |
159,141 |
$7,496,000 |
1,486 |
|
| WELLS FARGO & CO/MN |
1729 |
- |
2024-03-31 |
157,592 |
$7,423,000 |
11,633 |
|
| LPL FINANCIAL CORP |
2348 |
- |
2024-03-31 |
51,277 |
$2,415,000 |
9,182 |
|
| Insight Wealth Partners LLC |
17 |
- |
2024-03-31 |
44,857 |
$2,113,000 |
8,020 |
|
| Advisory Alpha LLC |
107 |
- |
2024-03-31 |
44,373 |
$2,090,000 |
19,809 |
|
| LGT Financial Advisors LLC |
7 |
- |
2024-03-31 |
42,544 |
$2,004,000 |
42 |
|
| BLACKROCK INC. |
3738 |
- |
2024-03-31 |
39,923 |
$1,880,000 |
61 |
|
| MULTIFINANCIAL SECURITIES CORP |
865 |
- |
2024-03-31 |
37,854 |
$1,783,000 |
1,724 |
|
| FIRST TRUST ADVISORS LP |
1812 |
- |
2024-03-31 |
35,399 |
$1,667,000 |
2,133 |
|
| Laidlaw Wealth Management LLC |
35 |
- |
2024-03-31 |
31,792 |
$1,497,000 |
5,171 |
|
| Envestnet Portfolio Solutions Inc. |
732 |
- |
2024-03-31 |
30,315 |
$1,428,000 |
1,950 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1994 |
- |
2024-03-31 |
29,637 |
$1,396,000 |
215 |
|
| RAYMOND JAMES & ASSOCIATES |
2470 |
- |
2024-03-31 |
25,226 |
$1,188,000 |
7,880 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2626 |
- |
2024-03-31 |
20,191 |
$951,000 |
20,191 |
|
| Willis Johnson & Associates Inc. |
64 |
- |
2024-03-31 |
17,263 |
$813,000 |
1,118 |
|
| Palogic Value Management L.P. |
91 |
- |
2024-03-31 |
14,065 |
$662,000 |
3,502 |
|
| ENVESTNET ASSET MANAGEMENT INC |
3266 |
- |
2024-03-31 |
13,539 |
$638,000 |
5,362 |
|
| Centennial Wealth Advisory LLC |
46 |
- |
2024-03-31 |
12,935 |
$609,000 |
1,516 |
|
| LINCOLN NATIONAL CORP |
686 |
- |
2024-03-31 |
12,366 |
$582,000 |
1,363 |
|
| Ridgewood Investments LLC |
106 |
- |
2024-03-31 |
11,950 |
$563,000 |
1,384 |
|
| Toroso Investments LLC |
1126 |
- |
2024-03-31 |
11,721 |
$552,000 |
1,601 |
|
| Wealthcare Advisory Partners LLC |
533 |
- |
2024-03-31 |
10,568 |
$498,000 |
94 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2620 |
- |
2024-03-31 |
8,824 |
$416,000 |
856 |
|
| HORIZON FINANCIAL SERVICES LLC |
45 |
- |
2024-03-31 |
7,027 |
$331,000 |
7,027 |
|
| Rosenberg Matthew Hamilton |
198 |
- |
2024-03-31 |
4,036 |
$189,000 |
2,469 |
|
| Family Asset Management LLC |
130 |
- |
2024-03-31 |
1,006 |
$47,000 |
204 |
|
| FMR LLC |
4171 |
- |
2024-03-31 |
164 |
$8,000 |
164 |
|
| Coastal Investment Advisors Inc. |
757 |
- |
2024-03-31 |
84 |
$4,000 |
84 |
|
|
38 Records found
|
1
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