| |
Institutional
Holders
Total
Institutions:
 |
403  5 |
|
|
Total
shares held :
|
195,790,455 |
|
|
% of shares
held :
|
21.75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
35 |
|
|
Amount
of shares held :
|
-11,174,295 |
|
|
% of shares
held change :
|
 -1.24% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.21 |
|
|
Last
Quarter's Ending
Price :
|
$24.42 |
|
|
Last
Quarter's Average
Price :
|
$22.87 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.96 (12.94%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Cardinal Point Capital Management ULC |
8 |
*New |
2024-03-31 |
987,830 |
$25,130,000 |
987,830 |
|
| Herold Advisors Inc. |
36 |
*New |
2023-12-31 |
115,415 |
$2,818,000 |
115,415 |
|
| DUBUQUE BANK & TRUST CO |
81 |
*New |
2023-09-30 |
53,495 |
$1,205,000 |
53,495 |
|
| Cypress Point Wealth Management LLC |
29 |
*New |
2023-12-31 |
44,670 |
$1,091,000 |
44,670 |
|
| Cyndeo Wealth Partners LLC |
205 |
*New |
2024-03-31 |
36,546 |
$930,000 |
36,546 |
|
| FINANCIAL COUNSELORS INC |
346 |
*New |
2024-03-31 |
33,297 |
$847,000 |
33,297 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
276 |
*New |
2024-03-31 |
32,074 |
$816,000 |
32,074 |
|
| Montis Financial LLC |
35 |
*New |
2024-03-31 |
30,546 |
$777,000 |
30,546 |
|
| NATIXIS ASSET MANAGEMENT ADVISORS LP |
1326 |
*New |
2024-03-31 |
26,162 |
$666,000 |
26,162 |
|
| Total Clarity Wealth Management Inc. |
119 |
*New |
2024-03-31 |
25,230 |
$642,000 |
25,230 |
|
| EQIS CAPITAL MANAGEMENT, INC. |
417 |
*New |
2023-12-31 |
21,750 |
$531,000 |
21,750 |
|
| Simplicity WealthLLC |
729 |
*New |
2024-03-31 |
19,964 |
$508,000 |
19,964 |
|
| AQR CAPITAL MANAGEMENT LLC |
1980 |
*New |
2023-12-31 |
15,912 |
$389,000 |
15,912 |
|
| STOCK YARDS BANK & TRUST CO |
335 |
*New |
2024-03-31 |
12,130 |
$309,000 |
12,130 |
|
| THREADGILL FINANCIAL LLC |
54 |
*New |
2024-03-31 |
11,718 |
$298,000 |
11,718 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
582 |
*New |
2023-12-31 |
12,102 |
$296,000 |
12,102 |
|
| Sigma Planning Corp |
958 |
*New |
2024-03-31 |
11,542 |
$294,000 |
11,542 |
|
| Northeast Financial Group Inc. |
63 |
*New |
2024-03-31 |
10,944 |
$278,000 |
10,944 |
|
| BARTLETT & CO. LLC |
425 |
*New |
2023-12-31 |
10,920 |
$267,000 |
10,920 |
|
| BARTLETT & CO. WEALTH MANAGEMENT LLC |
425 |
*New |
2023-12-31 |
10,920 |
$267,000 |
10,920 |
|
| Geneos Wealth Management Inc. |
660 |
*New |
2024-03-31 |
9,146 |
$233,000 |
9,146 |
|
| MJP ASSOCIATES INC /ADV |
216 |
*New |
2024-03-31 |
8,384 |
$213,000 |
8,384 |
|
| Copperleaf Capital LLC |
78 |
*New |
2023-12-31 |
8,550 |
$209,000 |
8,550 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
424 |
*New |
2023-12-31 |
8,422 |
$206,000 |
8,422 |
|
| Arbor Wealth Advisors LLC |
44 |
*New |
2024-03-31 |
8,047 |
$205,000 |
8,047 |
|
| Main Street Financial Solutions LLC |
489 |
*New |
2024-03-31 |
8,003 |
$204,000 |
8,003 |
|
| Oakwell Private Wealth Management LLC |
64 |
*New |
2024-03-31 |
7,981 |
$203,000 |
7,981 |
|
| Brookstone Capital Management |
874 |
*New |
2024-03-31 |
7,933 |
$202,000 |
7,933 |
|
| ADVISORY SERVICES NETWORK, LLC |
1807 |
*New |
2023-12-31 |
2,860 |
$70,000 |
2,860 |
|
| EnRich Financial Partners LLC |
100 |
*New |
2024-03-31 |
1,762 |
$45,000 |
1,762 |
|
| KISTLERTIFFANY COMPANIES, LLC |
798 |
*New |
2023-06-30 |
129 |
$3,000 |
129 |
|
| BROWN BROTHERS HARRIMAN & CO |
1070 |
*New |
2023-12-31 |
50 |
$1,000 |
50 |
|
|
32 Records found
|
1
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