| |
Institutional
Holders
Total
Institutions:
 |
276  9 |
|
|
Total
shares held :
|
98,977,536 |
|
|
% of shares
held :
|
87.32% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
|
Amount
of shares held :
|
6,834,513 |
|
|
% of shares
held change :
|
6.03% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$34.64 |
|
|
Last
Quarter's Ending
Price :
|
$36.98 |
|
|
Last
Quarter's Average
Price :
|
$35.41 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.86 (13.72%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
31
|
2,156,684
|
2.18%
|
|
|
|
Increased
Positions : |
95
|
10,107,700
|
10.21%
|
|
|
|
Unchanged
Positions : |
69
|
1,742,900
|
1.76%
|
|
|
|
Decreased
Positions : |
81
|
-4,071,975
|
-4.11%
|
|
|
|
Closed
Positions : |
22
|
-1,357,896
|
-1.37%
|
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  HSBC HOLDINGS PLC |
511 |
*New |
2023-12-31 |
804,086 |
$29,735,000 |
804,086 |
|
| COLONY GROUP, LLC |
105 |
*New |
2023-12-31 |
556,850 |
$20,592,000 |
556,850 |
|
| Williams Financial LLC |
6 |
*New |
2024-03-31 |
371,827 |
$15,219,000 |
371,827 |
|
| Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
253,280 |
$9,366,000 |
253,280 |
|
| Hobart Private Capital LLC |
24 |
*New |
2024-03-31 |
82,451 |
$3,375,000 |
82,451 |
|
| Security Financial Services INC. |
37 |
*New |
2024-03-31 |
68,396 |
$2,799,000 |
68,396 |
|
| PROSPERA FINANCIAL SERVICES |
424 |
*New |
2023-12-31 |
32,122 |
$1,188,000 |
32,122 |
|
| WFA Asset Management Corp |
18 |
*New |
2024-03-31 |
28,992 |
$1,187,000 |
28,992 |
|
| Lloyd Advisory Services LLC. |
75 |
*New |
2024-03-31 |
26,718 |
$1,094,000 |
26,718 |
|
| CITADEL ADVISORS LLC |
2925 |
*New |
2023-12-31 |
27,073 |
$1,001,000 |
27,073 |
|
| Sharkey Howes & Javer |
68 |
*New |
2024-03-31 |
22,196 |
$908,000 |
22,196 |
|
| Apollon Wealth Management LLC |
516 |
*New |
2023-12-31 |
22,189 |
$821,000 |
22,189 |
|
| GOFEN & GLOSSBERG LLC /IL/ |
331 |
*New |
2022-12-31 |
15,194 |
$490,000 |
15,194 |
|
| WealthCare Investment Partners LLC |
90 |
*New |
2024-03-31 |
10,830 |
$443,000 |
10,830 |
|
| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
226 |
*New |
2023-12-31 |
11,490 |
$425,000 |
11,490 |
|
| CAP Partners LLC |
85 |
*New |
2024-03-31 |
8,000 |
$327,000 |
8,000 |
|
| Y-Intercept (Hong Kong) Ltd |
786 |
*New |
2023-12-31 |
8,778 |
$325,000 |
8,778 |
|
| Garde Capital Inc. |
151 |
*New |
2023-12-31 |
8,700 |
$322,000 |
8,700 |
|
| Crabel Capital Management LLC |
97 |
*New |
2023-12-31 |
8,300 |
$307,000 |
8,300 |
|
| Streettalk Advisors LLC |
337 |
*New |
2023-12-31 |
8,119 |
$300,000 |
8,119 |
|
| Belpointe Asset Management LLC |
534 |
*New |
2023-12-31 |
7,768 |
$287,000 |
7,768 |
|
| Ronald Blue Trust Inc. |
401 |
*New |
2023-12-31 |
6,703 |
$234,000 |
6,703 |
|
| Alpha Cubed Investments LLC |
253 |
*New |
2024-03-31 |
5,384 |
$220,000 |
5,384 |
|
| Integrated Advisors Network LLC |
620 |
*New |
2023-12-31 |
5,745 |
$212,000 |
5,745 |
|
| VANGUARD GROUP INC |
4214 |
*New |
2023-12-31 |
5,606 |
$207,000 |
5,606 |
|
| WT Wealth Management |
101 |
*New |
2023-12-31 |
5,509 |
$204,000 |
5,509 |
|
| Operose Advisors LLC |
139 |
*New |
2023-12-31 |
3,466 |
$128,000 |
3,466 |
|
| Glass Jacobson Investment Advisors llc |
265 |
*New |
2024-03-31 |
2,635 |
$108,000 |
2,635 |
|
| Capital Investment Advisory Services LLC |
583 |
*New |
2024-03-31 |
2,070 |
$85,000 |
2,070 |
|
| YHB INVESTMENT ADVISORS, INC. |
399 |
*New |
2024-03-31 |
1,800 |
$74,000 |
1,800 |
|
| Kozak & Associates Inc. |
159 |
*New |
2023-12-31 |
866 |
$32,000 |
866 |
|
| SCBT FINANCIAL CORP |
420 |
*New |
2023-12-31 |
502 |
$19,000 |
502 |
|
| First Pacific Financial |
240 |
*New |
2024-03-31 |
398 |
$16,000 |
398 |
|
| FSA Wealth Management LLC |
269 |
*New |
2023-12-31 |
418 |
$15,000 |
418 |
|
| MEADOWBROOK INVESTMENT ADVISORS LLC |
238 |
*New |
2023-12-31 |
335 |
$12,000 |
335 |
|
| Headlands Technologies LLC |
798 |
*New |
2023-12-31 |
200 |
$7,000 |
200 |
|
| Retirement Group LLC |
534 |
*New |
2023-12-31 |
135 |
$5,000 |
135 |
|
| Mascoma Wealth Management LLC |
|
*New |
2023-12-31 |
92 |
$3,000 |
92 |
|
| WHITE BAY PT LLC |
548 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
|
39 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
0.19 (0.47%) 
