| |
Institutional
Holders
Total
Institutions:
 |
346  17 |
|
|
Total
shares held :
|
64,786,168 |
|
|
% of shares
held :
|
28.29% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
77 |
|
|
Amount
of shares held :
|
2,410,833 |
|
|
% of shares
held change :
|
1.05% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.84 |
|
|
Last
Quarter's Ending
Price :
|
$47.74 |
|
|
Last
Quarter's Average
Price :
|
$45.79 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.53 (1.16%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Pictet Asset Management Holding SA |
744 |
- |
2023-12-31 |
135,482 |
$6,468,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
233 |
- |
2024-03-31 |
64,959 |
$3,057,000 |
0 |
|
| WETHERBY ASSET MANAGEMENT INC |
169 |
- |
2023-12-31 |
49,585 |
$2,367,000 |
0 |
|
| PRINCIPAL FINANCIAL GROUP INC |
|
- |
2024-03-31 |
44,045 |
$2,073,000 |
0 |
|
| Levy Wealth Management Group LLC |
33 |
- |
2024-03-31 |
28,746 |
$1,372,000 |
0 |
|
| Brewster Financial Planning LLC |
8 |
- |
2024-03-31 |
23,772 |
$1,119,000 |
0 |
|
| Cable Hill Partners LLC |
31 |
- |
2024-03-31 |
23,370 |
$1,106,000 |
0 |
|
| Financial Gravity Wealth Inc. |
253 |
- |
2023-12-31 |
12,160 |
$715,000 |
0 |
|
| ESTATE COUNSELORS, LLC |
|
- |
2023-12-31 |
14,250 |
$680,000 |
0 |
|
| WHITTIER TRUST CO |
|
- |
2024-03-31 |
13,883 |
$653,000 |
0 |
|
| MA Private Wealth |
48 |
- |
2024-03-31 |
13,824 |
$651,000 |
0 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
302 |
- |
2023-12-31 |
12,741 |
$608,000 |
0 |
|
| STOCK YARDS BANK & TRUST CO |
|
- |
2024-03-31 |
11,705 |
$551,000 |
0 |
|
| SMITH & HOWARD WEALTH MANAGEMENT, LLC |
45 |
- |
2024-03-31 |
11,580 |
$545,000 |
0 |
|
| COMMERCE BANK N A/MO |
|
- |
2024-03-31 |
11,065 |
$521,000 |
0 |
|
| BLB&B ADVISORS LLC |
176 |
- |
2024-03-31 |
10,720 |
$504,000 |
0 |
|
| Ameliora Wealth Management Ltd. |
60 |
- |
2024-03-31 |
10,683 |
$503,000 |
0 |
|
| Ameraudi Asset Management Inc. |
38 |
- |
2023-12-31 |
10,053 |
$480,000 |
0 |
|
| Benchmark Wealth Management LLC |
32 |
- |
2024-03-31 |
10,115 |
$476,000 |
0 |
|
| Lido Advisors LLC |
777 |
- |
2023-12-31 |
9,848 |
$470,000 |
0 |
|
| DIVERSIFIED TRUST CO |
557 |
- |
2024-03-31 |
8,625 |
$406,000 |
0 |
|
| Massey Quick & Co. LLC |
290 |
- |
2024-03-31 |
6,528 |
$307,000 |
0 |
|
| Financial Insights Inc. |
136 |
- |
2024-03-31 |
6,089 |
$287,000 |
0 |
|
| U.S. Capital Wealth Advisors LLC |
560 |
- |
2023-12-31 |
5,968 |
$285,000 |
0 |
|
| Strategic Wealth Partners Group LLC |
|
- |
2024-03-31 |
5,781 |
$272,000 |
0 |
|
| Bridgeworth LLC |
|
- |
2023-12-31 |
5,621 |
$268,000 |
0 |
|
| Oakworth Capital Inc. |
172 |
- |
2024-03-31 |
5,477 |
$258,000 |
0 |
|
| TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
232 |
- |
2023-12-31 |
5,092 |
$243,000 |
0 |
|
| One Capital Management LLC |
270 |
- |
2023-12-31 |
4,790 |
$229,000 |
0 |
|
| Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
4,754 |
$224,000 |
0 |
|
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
144 |
- |
2023-12-31 |
4,450 |
$212,000 |
0 |
|
| Horizons Wealth Management |
59 |
- |
2024-03-31 |
4,222 |
$202,000 |
0 |
|
| PRIVATE TRUST CO NA |
705 |
- |
2024-03-31 |
3,563 |
$168,000 |
0 |
|
| SUMITOMO MITSUI FINANCIAL GROUP INC. |
124 |
- |
2023-12-31 |
2,196 |
$105,000 |
0 |
|
| HBC Financial Services PLLC |
64 |
- |
2023-12-31 |
1,115 |
$53,000 |
0 |
|
| Sound Income Strategies LLC |
409 |
- |
2024-03-31 |
1,106 |
$52,000 |
0 |
|
| ENDURANCE WEALTH MANAGEMENT, INC. |
337 |
- |
2023-06-30 |
1,031 |
$49,000 |
0 |
|
| Sunbelt Securities Inc. |
898 |
- |
2024-03-31 |
893 |
$42,000 |
0 |
|
| Emerald Investment Partners LLC |
360 |
- |
2024-03-31 |
773 |
$36,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
|
- |
2024-03-31 |
417 |
$20,000 |
0 |
|
| Crewe Advisors LLC |
164 |
- |
2023-12-31 |
428 |
$20,000 |
0 |
|
| VIGILANT CAPITAL MANAGEMENT LLC |
365 |
- |
2023-06-30 |
330 |
$16,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
529 |
- |
2024-03-31 |
290 |
$14,000 |
0 |
|
| Larson Financial Group LLC |
|
- |
2024-03-31 |
168 |
$8,000 |
0 |
|
| Pacifica Partners Inc. |
399 |
- |
2024-03-31 |
124 |
$6,000 |
0 |
|
| HORIZON INVESTMENTS, LLC/SC |
637 |
- |
2023-12-31 |
135 |
$6,000 |
0 |
|
| Provident Wealth Management LLC |
100 |
- |
2024-03-31 |
103 |
$5,000 |
0 |
|
| Signature Resources Capital Management LLC |
328 |
- |
2024-03-31 |
29 |
$1,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
|
- |
2024-03-31 |
17 |
$1,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
880 |
- |
2023-12-31 |
15 |
$1,000 |
0 |
|
| IAG Wealth Partners LLC |
468 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
| Global Wealth Strategies & Associates |
383 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
|
52 Records found
|
1
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