|
Institutional
Holders
Total
Institutions:
|
67 1 |
|
Total
shares held :
|
1,362,453 |
|
% of shares
held :
|
29.11% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-149,305 |
|
% of shares
held change :
|
-3.19% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$65.12 |
|
Last
Quarter's Ending
Price :
|
$72.37 |
|
Last
Quarter's Average
Price :
|
$67.87 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.95 (14.66%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GeoWealth Management LLC |
72 |
*New |
2024-03-31 |
85,061 |
$6,678,000 |
85,061 |
|
Veriti Management LLC |
241 |
*New |
2024-03-31 |
16,308 |
$1,280,000 |
16,308 |
|
IHT Wealth Management LLC |
586 |
*New |
2024-03-31 |
7,321 |
$575,000 |
7,321 |
|
Atlantic Trust Group LLC |
1856 |
*New |
2024-03-31 |
400 |
$31,000 |
400 |
|
HORIZON FINANCIAL SERVICES LLC |
122 |
*New |
2024-03-31 |
173 |
$14,000 |
173 |
|
Cape Investment Advisory Inc. |
595 |
*New |
2023-12-31 |
200 |
$14,000 |
200 |
|
|
6 Records found
|
1
|
Page 1 of 1 |
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