|
Institutional
Holders
Total
Institutions:
|
61 3 |
|
Total
shares held :
|
987,005 |
|
% of shares
held :
|
18.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
Amount
of shares held :
|
-357,780 |
|
% of shares
held change :
|
-6.69% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.35 |
|
Last
Quarter's Ending
Price :
|
$59.63 |
|
Last
Quarter's Average
Price :
|
$53.71 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.58 (10.39%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
3436 |
- |
2023-12-31 |
37,427 |
$2,232,000 |
430 |
|
Vontobel Holding Ltd. |
475 |
- |
2023-12-31 |
35,257 |
$2,102,000 |
20 |
|
Advisor Group Holdings Inc. |
2295 |
- |
2023-12-31 |
20,661 |
$1,232,000 |
19,091 |
|
Financial Planning & Information Services Inc. |
48 |
- |
2023-12-31 |
14,915 |
$889,000 |
1,599 |
|
Baird Financial Group Inc. |
1208 |
- |
2023-12-31 |
12,962 |
$773,000 |
813 |
|
Virtus Family Office LLC |
27 |
- |
2023-12-31 |
11,277 |
$673,000 |
2,962 |
|
CI Private Wealth LLC |
1535 |
- |
2023-12-31 |
9,628 |
$574,000 |
975 |
|
Financial Perspectives Inc |
96 |
- |
2024-03-31 |
5,656 |
$338,000 |
21 |
|
Coppell Advisory Solutions LLC |
986 |
- |
2023-12-31 |
130 |
$8,000 |
130 |
|
FMR LLC |
4281 |
- |
2023-12-31 |
78 |
$5,000 |
76 |
|
|
10 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
|
|
|