|
Institutional
Holders
Total
Institutions:
|
73 18 |
|
Total
shares held :
|
2,868,324 |
|
% of shares
held :
|
80.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
1,356,197 |
|
% of shares
held change :
|
38.2% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$68.41 |
|
Last
Quarter's Ending
Price :
|
$74.90 |
|
Last
Quarter's Average
Price :
|
$69.79 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.55 (9.39%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
TOWNSQUARE CAPITAL LLC |
100 |
*New |
2023-12-31 |
153,324 |
$11,484,000 |
153,324 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
42,542 |
$3,186,000 |
42,542 |
|
EisnerAmper Wealth Management Corporate Benefits L |
34 |
*New |
2023-12-31 |
24,496 |
$1,835,000 |
24,496 |
|
Alliance Wealth Advisors LLC /UT |
57 |
*New |
2023-12-31 |
21,600 |
$1,618,000 |
21,600 |
|
Wallace Advisory Group LLC |
20 |
*New |
2024-03-31 |
18,380 |
$1,377,000 |
18,380 |
|
Arete Wealth Advisors LLC |
205 |
*New |
2023-12-31 |
16,739 |
$1,254,000 |
16,739 |
|
Beacon Pointe Advisors LLC |
654 |
*New |
2023-12-31 |
13,350 |
$1,000,000 |
13,350 |
|
Baird Financial Group Inc. |
1203 |
*New |
2023-12-31 |
10,532 |
$789,000 |
10,532 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1271 |
*New |
2023-12-31 |
7,239 |
$542,000 |
7,239 |
|
HARTLINE INVESTMENT CORP/ |
206 |
*New |
2024-03-31 |
6,610 |
$511,000 |
6,610 |
|
AE Wealth Management LLC |
1477 |
*New |
2023-12-31 |
6,168 |
$456,000 |
6,168 |
|
DFPG INVESTMENTS INC. |
442 |
*New |
2023-12-31 |
5,787 |
$428,000 |
5,787 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
448 |
*New |
2024-03-31 |
2,600 |
$201,000 |
2,600 |
|
Steward Partners Investment Advisory LLC |
2021 |
*New |
2023-12-31 |
625 |
$47,000 |
625 |
|
BESSEMER GROUP INC |
1401 |
*New |
2023-12-31 |
412 |
$31,000 |
412 |
|
CWM LLC |
3138 |
*New |
2024-03-31 |
167 |
$13,000 |
167 |
|
ICA Group Wealth Management LLC |
1213 |
*New |
2023-12-31 |
19 |
$1,000 |
19 |
|
SITTNER & NELSON LLC |
467 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
|
18 Records found
|
1
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