|
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 |
DIMENSION CAPITAL MANAGEMENT PARTNERS |
7 |
- |
2023-12-31 |
500,943 |
$15,224,000 |
-6,408 |
|
GOLDMAN SACHS GROUP INC/ |
1787 |
- |
2023-12-31 |
481,928 |
$14,646,000 |
-568 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
397 |
- |
2024-03-31 |
425,635 |
$13,237,000 |
-107,603 |
|
Atlantic Trust Group LLC |
422 |
- |
2023-12-31 |
126,732 |
$3,851,000 |
-408,052 |
|
Ironwood Wealth Management LLC. |
17 |
- |
2024-03-31 |
112,523 |
$3,499,000 |
-7,200 |
|
UBS Group AG |
2412 |
- |
2023-12-31 |
104,069 |
$3,163,000 |
-2,933 |
|
ATRIA INVESTMENTS LLC |
436 |
- |
2023-12-31 |
102,632 |
$3,119,000 |
-4,487 |
|
NATIONAL ASSET MANAGEMENT, INC. |
256 |
- |
2023-12-31 |
98,199 |
$2,984,000 |
-3,870 |
|
ROYAL BANK OF CANADA |
2400 |
- |
2023-12-31 |
81,232 |
$2,468,000 |
-26,983 |
|
Sharper & Granite LLC |
28 |
- |
2024-03-31 |
68,681 |
$2,222,000 |
-2,489 |
|
NVWM LLC |
42 |
- |
2023-12-31 |
72,779 |
$2,212,000 |
-12,822 |
|
Envestnet Portfolio Solutions Inc. |
595 |
- |
2023-12-31 |
65,870 |
$2,002,000 |
-1,683 |
|
Idaho Trust Bank |
32 |
- |
2023-12-31 |
65,243 |
$1,982,000 |
-33,868 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
56,842 |
$1,727,000 |
-8,283 |
|
Ackerman Capital Advisors LLC |
33 |
- |
2024-03-31 |
50,127 |
$1,559,000 |
-31,910 |
|
ASSOCIATED BANC-CORP |
189 |
- |
2023-12-31 |
39,952 |
$1,214,000 |
-571 |
|
Peak Financial Management Inc. |
38 |
- |
2024-03-31 |
38,796 |
$1,207,000 |
-1,020 |
|
AllSquare Wealth Management LLC |
22 |
- |
2023-12-31 |
38,900 |
$1,182,000 |
-825 |
|
STIFEL FINANCIAL CORP |
2051 |
- |
2023-12-31 |
37,710 |
$1,146,000 |
-18,637 |
|
Atria Wealth Solutions Inc. |
857 |
- |
2023-12-31 |
32,560 |
$989,000 |
-1,442 |
|
JANNEY MONTGOMERY SCOTT LLC |
1540 |
- |
2024-03-31 |
30,574 |
$951,000 |
-2,019 |
|
ENVESTNET ASSET MANAGEMENT INC |
2987 |
- |
2023-12-31 |
29,982 |
$911,000 |
-1,713 |
|
MONECO Advisors LLC |
162 |
- |
2024-03-31 |
28,737 |
$894,000 |
-420 |
|
Measured Wealth Private Client Group LLC |
57 |
- |
2024-03-31 |
25,476 |
$792,000 |
-12,615 |
|
Personal Capital Advisors Corp |
260 |
- |
2022-12-31 |
21,622 |
$729,000 |
-25,407 |
|
Slow Capital Inc. |
106 |
- |
2024-03-31 |
23,061 |
$717,000 |
-2,896 |
|
ALLIANCEBERNSTEIN L.P. |
2434 |
- |
2023-12-31 |
23,033 |
$700,000 |
-264 |
|
Beacon Pointe Advisors LLC |
766 |
- |
2023-12-31 |
22,721 |
$690,000 |
-600 |
|
Congress Wealth Management LLC / DE / |
419 |
- |
2024-03-31 |
20,921 |
$651,000 |
-1,377 |
|
ADVISORY SERVICES NETWORK, LLC |
811 |
- |
2023-12-31 |
20,045 |
$609,000 |
-10,939 |
|
HIGHTOWER ADVISORS, LLC |
2141 |
- |
2023-12-31 |
19,662 |
$596,000 |
-9 |
|
Vontobel Holding Ltd. |
826 |
- |
2023-12-31 |
18,809 |
$572,000 |
-649 |
|
FMR LLC |
2535 |
- |
2023-12-31 |
16,475 |
$501,000 |
-2,045 |
|
OneAscent Wealth Management LLC |
66 |
- |
2024-03-31 |
16,081 |
$500,000 |
-905 |
|
EP WEALTH ADVISORS, INC. |
490 |
- |
2023-12-31 |
16,140 |
$490,000 |
-2,920 |
|
FLOW TRADERS U.S. LLC |
498 |
- |
2023-12-31 |
14,869 |
$452,000 |
-51,217 |
|
PARKSIDE FINANCIAL BANK & TRUST |
|
- |
2024-03-31 |
13,896 |
$432,000 |
-573 |
|
Empower Advisory Group LLC |
341 |
- |
2024-03-31 |
13,177 |
$410,000 |
-92 |
|
US BANCORP |
1644 |
- |
2023-12-31 |
12,586 |
$382,000 |
-2,155 |
|
FINANCIAL NETWORK |
2110 |
- |
2023-12-31 |
11,790 |
$358,000 |
-107 |
|
Advisor Group Holdings Inc. |
3590 |
- |
2023-12-31 |
9,795 |
$298,000 |
-3,119 |
|
JANE STREET GROUP LLC |
4451 |
- |
2023-12-31 |
9,363 |
$285,000 |
-775,443 |
|
Cetera Investment Advisers |
1850 |
- |
2023-12-31 |
8,657 |
$263,000 |
-17 |
|
CREATIVE PLANNING |
2267 |
- |
2023-12-31 |
7,834 |
$238,000 |
-612 |
|
Efficient Wealth Management LLC |
102 |
- |
2024-03-31 |
3,749 |
$117,000 |
-9,110 |
|
Parallel Advisors LLC |
1121 |
- |
2023-12-31 |
3,202 |
$97,000 |
-1,345 |
|
Bank of New Hampshire |
264 |
- |
2024-03-31 |
2,900 |
$90,000 |
-1,800 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
293 |
- |
2023-12-31 |
1,789 |
$55,000 |
-113 |
|
Strategic Investment Solutions Inc. /IL |
429 |
- |
2023-12-31 |
330 |
$10,000 |
-20,460 |
|
Front Row Advisors LLC |
357 |
- |
2023-12-31 |
221 |
$7,000 |
-99 |
|
WELLS FARGO & CO/MN |
5247 |
- |
2023-12-31 |
180 |
$5,000 |
-3,121 |
|
Bear Mountain Capital Inc. |
190 |
- |
2024-03-31 |
2 |
$0 |
-4 |
|
|
52 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
|
|
|