| |
Institutional
Holders
Total
Institutions:
 |
182  5 |
|
|
Total
shares held :
|
6,231,684 |
|
|
% of shares
held :
|
56.4% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-32 |
|
|
Amount
of shares held :
|
-858,770 |
|
|
% of shares
held change :
|
-7.77% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.69 |
|
|
Last
Quarter's Ending
Price :
|
$82.18 |
|
|
Last
Quarter's Average
Price :
|
$78.21 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 4.29 (5.49%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  INVENIO WEALTH PARTNERS LLC |
1 |
- |
2023-12-31 |
154,139 |
$12,667,000 |
21,853 |
|
| AMERIPRISE FINANCIAL INC |
1608 |
- |
2023-12-31 |
142,996 |
$11,738,000 |
45,942 |
|
| MULTIFINANCIAL SECURITIES CORP |
182 |
- |
2023-12-31 |
97,738 |
$8,032,000 |
10,909 |
|
| Evanson Asset Management LLC |
31 |
- |
2024-03-31 |
88,783 |
$7,694,000 |
760 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1752 |
- |
2023-12-31 |
74,397 |
$6,114,000 |
9,316 |
|
| Ledge Wealth Management Inc. |
|
- |
2023-12-31 |
61,342 |
$5,041,000 |
155 |
|
| RAYMOND JAMES & ASSOCIATES |
1587 |
- |
2024-03-31 |
56,938 |
$4,934,000 |
188 |
|
| GOLDMAN SACHS GROUP INC/ |
2746 |
- |
2023-12-31 |
45,168 |
$3,712,000 |
3,720 |
|
| J P MORGAN CHASE & CO |
2631 |
- |
2023-12-31 |
44,124 |
$3,626,000 |
5,699 |
|
| COLONY GROUP LLC |
253 |
- |
2023-09-30 |
46,197 |
$3,606,000 |
12,010 |
|
| Good Life Advisors LLC |
59 |
- |
2023-12-31 |
40,635 |
$3,339,000 |
708 |
|
| Mutual Advisors LLC |
184 |
- |
2023-12-31 |
37,151 |
$3,053,000 |
741 |
|
| CITADEL ADVISORS LLC |
2004 |
- |
2023-12-31 |
35,566 |
$2,923,000 |
506 |
|
| Integrated Wealth Concepts LLC |
364 |
- |
2023-12-31 |
34,060 |
$2,799,000 |
1,596 |
|
| FLOW TRADERS U.S. LLC |
168 |
- |
2023-12-31 |
34,004 |
$2,794,000 |
34,004 |
|
| FFG RETIREMENT ADVISORS LLC |
18 |
- |
2023-12-31 |
33,857 |
$2,782,000 |
257 |
|
| QUANTITATIVE ADVANTAGE LLC |
59 |
- |
2023-03-31 |
29,261 |
$2,407,000 |
6,220 |
|
| Orion Portfolio Solutions LLC |
564 |
- |
2023-12-31 |
27,304 |
$2,269,000 |
2,291 |
|
| STIFEL FINANCIAL CORP |
1790 |
- |
2023-12-31 |
20,403 |
$1,677,000 |
734 |
|
| CREATIVE PLANNING |
980 |
- |
2023-12-31 |
20,363 |
$1,673,000 |
5,566 |
|
| ShoreHaven Wealth Partners LLC |
28 |
- |
2023-12-31 |
19,079 |
$1,568,000 |
652 |
|
| TOWER RESEARCH CAPITAL LLC |
732 |
- |
2023-12-31 |
15,000 |
$1,233,000 |
275 |
|
| ADVISORY SERVICES NETWORK, LLC |
619 |
- |
2023-12-31 |
12,526 |
$1,029,000 |
2,110 |
|
| DAVIDSON D A & CO |
750 |
- |
2023-12-31 |
10,591 |
$870,000 |
120 |
|
| RFG Advisory Group LLC |
432 |
- |
2024-03-31 |
8,067 |
$699,000 |
36 |
|
| Envestnet Portfolio Solutions Inc. |
939 |
- |
2023-12-31 |
7,823 |
$643,000 |
543 |
|
| Claraphi Advisory Network LLC |
123 |
- |
2022-12-31 |
6,504 |
$560,000 |
3,728 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1279 |
- |
2023-12-31 |
6,526 |
$536,000 |
26 |
|
| Claro Advisors LLC |
237 |
- |
2024-03-31 |
5,774 |
$500,000 |
225 |
|
| NBC SECURITIES INC. |
488 |
- |
2024-03-31 |
4,903 |
$424,000 |
1,553 |
|
| GSG Advisors LLC |
66 |
- |
2024-03-31 |
4,923 |
$422,000 |
36 |
|
| INTERACTIVE FINANCIAL ADVISORS |
60 |
- |
2023-12-31 |
18,862 |
$413,000 |
13,218 |
|
| Beacon Pointe Advisors LLC |
978 |
- |
2023-12-31 |
4,542 |
$373,000 |
44 |
|
| FinTrust Capital Advisors LLC |
203 |
- |
2023-12-31 |
4,223 |
$347,000 |
25 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
518 |
- |
2024-03-31 |
3,531 |
$306,000 |
155 |
|
| Capital Advisors Wealth Management LLC |
118 |
- |
2024-03-31 |
3,370 |
$292,000 |
22 |
|
| Qube Research & Technologies Ltd |
2251 |
- |
2023-12-31 |
3,452 |
$284,000 |
1,466 |
|
| EFFICIENT ADVISORS, LLC |
65 |
- |
2023-12-31 |
3,165 |
$260,000 |
56 |
|
| Apollon Wealth Management LLC |
928 |
- |
2023-12-31 |
2,855 |
$235,000 |
9 |
|
| Avant Capital LLC |
49 |
- |
2023-09-30 |
2,985 |
$233,000 |
7 |
|
| CARDIFF PARK ADVISORS LLC |
235 |
- |
2023-12-31 |
2,268 |
$186,000 |
12 |
|
| Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
1,831 |
$150,000 |
2 |
|
| HANSON MCCLAIN, INC. |
985 |
- |
2024-03-31 |
1,258 |
$109,000 |
158 |
|
| CALDWELL SUTTER CAPITAL INC. |
283 |
- |
2024-03-31 |
1,061 |
$92,000 |
679 |
|
| CITIGROUP INC |
3325 |
- |
2023-12-31 |
1,052 |
$86,000 |
15 |
|
| ANCORA ADVISORS, LLC |
823 |
- |
2023-12-31 |
820 |
$67,000 |
3 |
|
| HARBOUR INVESTMENTS INC. |
2036 |
- |
2023-12-31 |
156 |
$13,000 |
2 |
|
|
47 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
|
|
|
