|
Institutional
Holders
Total
Institutions:
|
237 5 |
|
Total
shares held :
|
34,443,387 |
|
% of shares
held :
|
38.27% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
5,440,013 |
|
% of shares
held change :
|
6.04% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$54.38 |
|
Last
Quarter's Ending
Price :
|
$57.94 |
|
Last
Quarter's Average
Price :
|
$55.81 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.33 (2.38%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
DEUTSCHE BANK AG |
1248 |
- |
2023-12-31 |
82,670 |
$4,790,000 |
0 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
201 |
- |
2023-12-31 |
45,879 |
$2,658,000 |
0 |
|
Williams & Novak LLC |
5 |
- |
2024-03-31 |
44,500 |
$2,578,000 |
0 |
|
Traverso Chambers Private Wealth Management LLC |
45 |
- |
2023-12-31 |
21,079 |
$1,221,000 |
0 |
|
Johnson Bixby & Associates LLC |
40 |
- |
2024-03-31 |
20,582 |
$1,184,000 |
0 |
|
Private Ocean LLC |
59 |
- |
2024-03-31 |
19,909 |
$1,146,000 |
0 |
|
Carl P. Sherr & Co. LLC |
|
- |
2024-03-31 |
14,229 |
$819,000 |
0 |
|
VALMARK ADVISERS INC |
277 |
- |
2023-12-31 |
14,119 |
$818,000 |
0 |
|
KWB Wealth |
71 |
- |
2024-03-31 |
12,935 |
$744,000 |
0 |
|
Integris Wealth Management LLC |
|
- |
2024-03-31 |
12,242 |
$704,000 |
0 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
|
- |
2024-03-31 |
12,196 |
$702,000 |
0 |
|
Investment Advisory Group LLC |
|
- |
2024-03-31 |
11,400 |
$656,000 |
0 |
|
Motley Fool Wealth Management LLC |
117 |
- |
2023-12-31 |
10,513 |
$609,000 |
0 |
|
Stonehage Fleming Financial Services Holdings Ltd |
90 |
- |
2023-12-31 |
9,473 |
$549,000 |
0 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
510 |
- |
2023-12-31 |
8,300 |
$481,000 |
0 |
|
Waypoint Wealth Partners Inc. |
48 |
- |
2024-03-31 |
8,000 |
$460,000 |
0 |
|
NDWM LLC |
24 |
- |
2024-03-31 |
7,438 |
$428,000 |
0 |
|
CLIFFORD ASSOCIATES LLC |
240 |
- |
2024-03-31 |
7,010 |
$403,000 |
0 |
|
Cherry Tree Wealth Management LLC |
|
- |
2024-03-31 |
6,669 |
$384,000 |
0 |
|
Life Planning Partners Inc |
46 |
- |
2024-03-31 |
6,561 |
$378,000 |
0 |
|
WEDBUSH MORGAN SECURITIES INC |
664 |
- |
2023-12-31 |
6,528 |
$378,000 |
0 |
|
Taylor Cottrill Erickson & Associates Inc. |
|
- |
2024-03-31 |
6,350 |
$365,000 |
0 |
|
Falcon Wealth Planning |
103 |
- |
2024-03-31 |
6,153 |
$354,000 |
0 |
|
VAN STRUM & TOWNE INC |
|
- |
2024-03-31 |
6,100 |
$351,000 |
0 |
|
OPPENHEIMER & CO INC |
1117 |
- |
2023-12-31 |
5,520 |
$320,000 |
0 |
|
SOL CAPITAL MANAGEMENT CO |
261 |
- |
2024-03-31 |
5,300 |
$305,000 |
0 |
|
CAPRIN ASSET MANAGEMENT LLC /ADV |
12 |
- |
2022-12-31 |
4,938 |
$277,000 |
0 |
|
Stratos Wealth Partners LTD. |
1121 |
- |
2024-03-31 |
4,748 |
$273,000 |
0 |
|
FCA CORP /TX |
151 |
- |
2023-12-31 |
4,480 |
$260,000 |
0 |
|
Apollon Wealth Management LLC |
|
- |
2024-03-31 |
4,220 |
$243,000 |
0 |
|
Financial Advisors Network Inc. |
152 |
- |
2023-12-31 |
4,156 |
$241,000 |
0 |
|
Streettalk Advisors LLC |
|
- |
2024-03-31 |
4,100 |
$236,000 |
0 |
|
Cassady Schiller Wealth Management LLC |
102 |
- |
2023-12-31 |
3,680 |
$213,000 |
0 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
337 |
- |
2023-12-31 |
3,682 |
$213,000 |
0 |
|
HB Wealth Management LLC |
|
- |
2024-03-31 |
3,615 |
$208,000 |
0 |
|
Signature Resources Capital Management LLC |
43 |
- |
2024-03-31 |
3,517 |
$204,000 |
0 |
|
MASSMUTUAL TRUST CO FSB/ADV |
377 |
- |
2024-03-31 |
3,479 |
$200,000 |
0 |
|
WELCH & FORBES LLC |
|
- |
2024-03-31 |
3,479 |
$200,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2281 |
- |
2023-12-31 |
2,856 |
$165,000 |
0 |
|
AdvisorNet Financial Inc |
707 |
- |
2024-03-31 |
1,250 |
$72,000 |
0 |
|
ST GERMAIN D J CO INC |
359 |
- |
2024-03-31 |
1,200 |
$69,000 |
0 |
|
Founders Financial Alliance LLC |
330 |
- |
2023-12-31 |
992 |
$57,000 |
0 |
|
FIRST MANHATTAN CO |
1017 |
- |
2023-12-31 |
361 |
$21,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2509 |
- |
2023-12-31 |
61 |
$4,000 |
0 |
|
Smartleaf Asset Management LLC |
|
- |
2024-03-31 |
15 |
$1,000 |
0 |
|
Silicon Valley Capital Partners |
|
- |
2024-03-31 |
5 |
$0 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
47 Records found
|
1
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