|
Institutional
Holders
Total
Institutions:
|
12 6 |
|
Total
shares held :
|
1,433,649 |
|
% of shares
held :
|
0.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-5,673,511 |
|
% of shares
held change :
|
-0.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MERITAGE PORTFOLIO MANAGEMENT |
27 |
- |
2024-03-31 |
575,403 |
$11,445,000 |
-24,351 |
|
SILVERCREST ASSET MANAGEMENT GROUP LLC |
328 |
- |
2023-12-31 |
379,494 |
$6,555,000 |
14,391 |
|
Uniplan Investment Counsel Inc. |
68 |
- |
2023-12-31 |
228,993 |
$3,931,000 |
-16,174 |
|
BOSTON COMMON ASSET MANAGEMENT LLC |
183 |
- |
2024-03-31 |
139,611 |
$2,782,000 |
10,188 |
|
RHUMBLINE ADVISERS |
2357 |
- |
2023-12-31 |
48,659 |
$839,000 |
443 |
|
RNC CAPITAL MANAGEMENT LLC |
129 |
- |
2023-12-31 |
17,915 |
$309,000 |
0 |
|
Garde Capital Inc. |
166 |
- |
2023-12-31 |
15,000 |
$259,000 |
0 |
|
ATLAS CAPITAL ADVISORS LLC |
345 |
- |
2024-03-31 |
10,887 |
$217,000 |
1,645 |
|
GAMMA Investing LLC |
772 |
- |
2024-03-31 |
3,775 |
$75,000 |
870 |
|
PNC FINANCIAL SERVICES GROUP INC |
3144 |
- |
2023-12-31 |
1,922 |
$33,000 |
221 |
|
ALPHAMARK ADVISORS LLC |
580 |
*New |
2024-03-31 |
300 |
$6,000 |
300 |
|
Front Row Advisors LLC |
449 |
*Closed |
2023-12-31 |
0 |
$0 |
-716 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
995 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,659,540 |
|
BP WEALTH MANAGEMENT LLC |
866 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,591 |
|
THOMAS WHITE INTERNATIONAL LTD |
266 |
*Closed |
2023-06-30 |
0 |
$0 |
-30,055 |
|
TRUST CO OF VERMONT |
|
*Closed |
2024-03-31 |
0 |
$0 |
-200 |
|
FTB Advisors Inc. |
2440 |
*Closed |
2024-03-31 |
0 |
$0 |
-142 |
|
Russell Investments Group Ltd. |
3565 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,427 |
|
Cornerstone Planning Group LLC |
1213 |
*Closed |
2023-12-31 |
0 |
$0 |
-64 |
|
|
19 Records found
|
1
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