|
Institutional
Holders
Total
Institutions:
|
135 7 |
|
Total
shares held :
|
8,585,605 |
|
% of shares
held :
|
28.65% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-24 |
|
Amount
of shares held :
|
-557,412 |
|
% of shares
held change :
|
-1.86% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$31.83 |
|
Last
Quarter's Ending
Price :
|
$30.39 |
|
Last
Quarter's Average
Price :
|
$31.43 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.06 (3.39%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
VPR Management LLC |
22 |
- |
2023-12-31 |
67,800 |
$2,060,000 |
0 |
|
JTC Employer Solutions Trusteee Ltd |
69 |
- |
2024-03-31 |
22,690 |
$698,000 |
0 |
|
BAILARD BIEHL & KAISER INC |
380 |
- |
2023-12-31 |
22,000 |
$669,000 |
0 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
291 |
- |
2023-12-31 |
21,875 |
$665,000 |
0 |
|
Patriot Investment Management Inc. |
154 |
- |
2024-03-31 |
17,570 |
$546,000 |
0 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
595 |
- |
2023-12-31 |
12,970 |
$394,000 |
0 |
|
Snowden Capital Advisors LLC |
827 |
- |
2023-12-31 |
11,810 |
$359,000 |
0 |
|
BROWN ADVISORY HOLDINGS INC |
1054 |
- |
2024-03-31 |
10,160 |
$316,000 |
0 |
|
Intercontinental Wealth Advisors LLC |
276 |
- |
2023-06-30 |
8,500 |
$260,000 |
0 |
|
PDS Planning Inc |
|
- |
2024-03-31 |
8,067 |
$251,000 |
0 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
165 |
- |
2024-03-31 |
7,208 |
$224,000 |
0 |
|
Trivant Custom Portfolio Group LLC |
57 |
- |
2024-03-31 |
7,000 |
$218,000 |
0 |
|
BESSEMER GROUP INC |
1029 |
- |
2023-12-31 |
6,820 |
$207,000 |
0 |
|
Traverso Chambers Private Wealth Management LLC |
121 |
- |
2023-12-31 |
6,728 |
$204,000 |
0 |
|
UMB BANK N A/MO |
686 |
- |
2024-03-31 |
3,435 |
$107,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2775 |
- |
2023-12-31 |
2,399 |
$73,000 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
1,145 |
$36,000 |
0 |
|
PSI Advisors LLC |
341 |
- |
2024-03-31 |
848 |
$26,000 |
0 |
|
Belmont Capital LLC |
121 |
- |
2023-12-31 |
747 |
$23,000 |
0 |
|
SMITHFIELD TRUST CO |
755 |
- |
2023-12-31 |
520 |
$16,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2602 |
- |
2023-12-31 |
400 |
$12,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2100 |
- |
2023-12-31 |
355 |
$11,000 |
0 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
783 |
- |
2023-12-31 |
264 |
$8,000 |
0 |
|
HANSON MCCLAIN, INC. |
2205 |
- |
2024-03-31 |
260 |
$8,000 |
0 |
|
Goss Wealth Management LLC |
2964 |
- |
2023-12-31 |
239 |
$7,000 |
0 |
|
WFA of San Diego LLC |
304 |
- |
2023-09-30 |
195 |
$6,000 |
0 |
|
DEUTSCHE BANK AG |
3439 |
- |
2023-12-31 |
155 |
$5,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
4948 |
- |
2023-12-31 |
131 |
$4,000 |
0 |
|
Investors Research Corp |
855 |
- |
2023-12-31 |
126 |
$4,000 |
0 |
|
Coppell Advisory Solutions LLC |
1188 |
- |
2023-12-31 |
100 |
$3,000 |
0 |
|
WHITTIER TRUST CO |
|
- |
2024-03-31 |
110 |
$3,000 |
0 |
|
Sugarloaf Wealth Management LLC |
567 |
- |
2024-03-31 |
90 |
$3,000 |
0 |
|
Spotlight Asset Group Inc. |
231 |
- |
2023-12-31 |
64 |
$2,000 |
0 |
|
Asset Dedication LLC |
890 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
Concord Wealth Partners |
|
- |
2024-03-31 |
55 |
$2,000 |
0 |
|
SOA Wealth Advisors LLC. |
743 |
- |
2024-03-31 |
45 |
$1,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
- |
2024-03-31 |
20 |
$1,000 |
0 |
|
IFP Advisors Inc |
2844 |
- |
2023-12-31 |
16 |
$0 |
0 |
|
Belvedere Trading LLC |
286 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
Larson Financial Group LLC |
|
- |
2024-03-31 |
6 |
$0 |
0 |
|
|
40 Records found
|
1
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