| |
Institutional
Holders
Total
Institutions:
 |
114  1 |
|
|
Total
shares held :
|
4,047,056 |
|
|
% of shares
held :
|
8.8% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 17 |
|
|
Amount
of shares held :
|
285,973 |
|
|
% of shares
held change :
|
0.62% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$54.45 |
|
|
Last
Quarter's Ending
Price :
|
$57.81 |
|
|
Last
Quarter's Average
Price :
|
$55.33 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.52 (8.17%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Johnson Financial Group LLC |
10 |
- |
2024-03-31 |
198,561 |
$11,685,000 |
-1,366 |
|
| CREATIVE PLANNING |
441 |
- |
2023-12-31 |
135,262 |
$7,820,000 |
-23,530 |
|
| Corrigan Financial Inc. |
14 |
- |
2024-03-31 |
128,470 |
$7,560,000 |
-5,077 |
|
| HARBOR ADVISORY CORP /MA/ |
16 |
- |
2024-03-31 |
111,139 |
$6,541,000 |
-1,237 |
|
| Checchi Capital Advisers LLC |
57 |
- |
2024-03-31 |
109,944 |
$6,470,000 |
-39,376 |
|
| WELLS FARGO & CO/MN |
2048 |
- |
2024-03-31 |
74,672 |
$4,394,000 |
-1,245 |
|
| VALMARK ADVISERS INC |
102 |
- |
2024-03-31 |
72,567 |
$4,271,000 |
-510 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1297 |
- |
2024-03-31 |
63,311 |
$3,726,000 |
-1,129 |
|
| JFG Wealth Management LLC |
12 |
- |
2024-03-31 |
61,709 |
$3,632,000 |
-562 |
|
| YALE CAPITAL CORP |
122 |
- |
2024-03-31 |
51,297 |
$3,019,000 |
-194 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2315 |
- |
2023-12-31 |
43,692 |
$2,526,000 |
-1,622 |
|
| Cypress Point Wealth Management LLC |
21 |
- |
2024-03-31 |
40,414 |
$2,378,000 |
-1,980 |
|
| Sowell Financial Services LLC |
195 |
- |
2024-03-31 |
39,273 |
$2,311,000 |
-1,068 |
|
| UBS Group AG |
2847 |
- |
2023-12-31 |
33,969 |
$1,964,000 |
-2,237 |
|
| Falcon Wealth Planning |
44 |
- |
2024-03-31 |
30,917 |
$1,819,000 |
-5,221 |
|
| PURE FINANCIAL ADVISORS, INC. |
119 |
- |
2024-03-31 |
29,062 |
$1,710,000 |
-514 |
|
| HIGHTOWER ADVISORS, LLC |
1513 |
- |
2024-03-31 |
27,365 |
$1,611,000 |
-53,777 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
227 |
- |
2024-03-31 |
22,125 |
$1,302,000 |
-56 |
|
| Virtue Capital Management LLC |
108 |
- |
2023-12-31 |
13,606 |
$781,000 |
-1,081 |
|
| Cetera Investment Advisers |
1245 |
- |
2023-12-31 |
13,449 |
$777,000 |
-78 |
|
| J P MORGAN CHASE & CO |
3622 |
- |
2024-03-31 |
10,327 |
$608,000 |
-1,265 |
|
| VICTORY CAPITAL MANAGEMENT INC |
1945 |
- |
2024-03-31 |
8,589 |
$505,000 |
-32,257 |
|
| AMERIPRISE FINANCIAL INC |
3421 |
- |
2023-12-31 |
7,582 |
$438,000 |
-255 |
|
| RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
49 |
- |
2024-03-31 |
7,042 |
$414,000 |
-470 |
|
| Parcion Private Wealth LLC |
153 |
- |
2024-03-31 |
6,261 |
$368,000 |
-3,403 |
|
| BIP Wealth LLC |
149 |
- |
2024-03-31 |
5,749 |
$338,000 |
-100 |
|
| Kohmann Bosshard Financial Services LLC |
167 |
- |
2024-03-31 |
4,648 |
$274,000 |
-10 |
|
| Advisor Group Holdings Inc. |
3461 |
- |
2024-03-31 |
4,303 |
$253,000 |
-5,570 |
|
| CIBC WORLD MARKETS INC. |
1032 |
- |
2023-12-31 |
4,288 |
$248,000 |
-2,086 |
|
| Insight Advisors LLC/ PA |
260 |
- |
2024-03-31 |
4,080 |
$240,000 |
-1,058 |
|
| CLARIVEST ASSET MANAGEMENT LLC |
371 |
- |
2024-03-31 |
3,851 |
$227,000 |
-20 |
|
| MARYLAND CAPITAL ADVISORS INC. |
91 |
- |
2024-03-31 |
1,602 |
$94,000 |
-2 |
|
| Ronald Blue Trust Inc. |
880 |
- |
2024-03-31 |
958 |
$56,000 |
-4,812 |
|
| COMERICA BANK |
2681 |
- |
2023-12-31 |
932 |
$54,000 |
-44 |
|
| Kathleen S. Wright Associates Inc. |
211 |
- |
2024-03-31 |
57 |
$3,000 |
-1 |
|
|
35 Records found
|
1
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