| |
Institutional
Holders
Total
Institutions:
 |
128  2 |
|
|
Total
shares held :
|
7,757,774 |
|
|
% of shares
held :
|
63.59% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -5 |
|
|
Amount
of shares held :
|
332,445 |
|
|
% of shares
held change :
|
2.72% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$42.72 |
|
|
Last
Quarter's Ending
Price :
|
$49.82 |
|
|
Last
Quarter's Average
Price :
|
$44.24 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
5.19 (11.73%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  9258 Wealth Management LLC |
31 |
- |
2024-03-31 |
86,347 |
$4,328,000 |
0 |
|
| FIRST WESTERN TRUST BANK |
51 |
- |
2023-12-31 |
69,790 |
$3,477,000 |
0 |
|
| Beacon Pointe Advisors LLC |
653 |
- |
2023-12-31 |
20,222 |
$1,007,000 |
0 |
|
| Howard Wealth Management LLC |
31 |
- |
2024-03-31 |
19,655 |
$985,000 |
0 |
|
| MOLLER FINANCIAL SERVICES |
32 |
- |
2024-03-31 |
18,491 |
$927,000 |
0 |
|
| WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC |
110 |
- |
2024-03-31 |
18,160 |
$910,000 |
0 |
|
| GOLDMAN SACHS GROUP INC/ |
3650 |
- |
2023-12-31 |
15,029 |
$749,000 |
0 |
|
| Sweet Financial Partners LLC |
110 |
- |
2024-03-31 |
12,000 |
$601,000 |
0 |
|
| Essential Planning LLC. |
34 |
- |
2024-03-31 |
10,726 |
$534,000 |
0 |
|
| Atlantic Trust Group LLC |
823 |
- |
2024-03-31 |
10,740 |
$533,000 |
0 |
|
| Cresset Asset Management LLC |
1344 |
- |
2023-12-31 |
7,728 |
$385,000 |
0 |
|
| Berger Financial Group Inc |
255 |
- |
2024-03-31 |
6,966 |
$349,000 |
0 |
|
| CAPTRUST FINANCIAL ADVISORS |
2111 |
- |
2023-12-31 |
5,934 |
$296,000 |
0 |
|
| ESSEX FINANCIAL SERVICES INC |
434 |
- |
2024-03-31 |
5,640 |
$283,000 |
0 |
|
| Wilson & Boucher Capital Management LLC |
98 |
- |
2024-03-31 |
5,400 |
$271,000 |
0 |
|
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
466 |
- |
2024-03-31 |
4,290 |
$215,000 |
0 |
|
| Essex Savings Bank |
248 |
- |
2024-03-31 |
4,200 |
$209,000 |
0 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2234 |
- |
2024-03-31 |
3,665 |
$184,000 |
0 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
292 |
- |
2022-12-31 |
4,000 |
$170,000 |
0 |
|
| Asset Dedication LLC |
320 |
- |
2024-03-31 |
3,162 |
$158,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1481 |
- |
2023-12-31 |
2,237 |
$111,000 |
0 |
|
| INDIANA TRUST & INVESTMENT MANAGEMENT CO |
213 |
- |
2024-03-31 |
2,143 |
$107,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
331 |
- |
2024-03-31 |
1,813 |
$91,000 |
0 |
|
| Financial Connections Group Inc. |
|
- |
2024-03-31 |
1,350 |
$68,000 |
0 |
|
| CULLEN FROST BANKERS INC |
682 |
- |
2024-03-31 |
837 |
$42,000 |
0 |
|
| Horizons Wealth Management |
101 |
- |
2024-03-31 |
832 |
$41,000 |
0 |
|
| EPG Wealth Management LLC |
327 |
- |
2023-12-31 |
653 |
$31,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
611 |
- |
2024-03-31 |
375 |
$19,000 |
0 |
|
| PRINCIPAL SECURITIES INC. |
2009 |
- |
2024-03-31 |
379 |
$19,000 |
0 |
|
| Addison Advisors LLC |
503 |
- |
2024-03-31 |
225 |
$11,000 |
0 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
505 |
- |
2023-12-31 |
200 |
$10,000 |
0 |
|
| Key Financial Inc |
824 |
- |
2024-03-31 |
145 |
$7,000 |
0 |
|
| Coston McIsaac & Partners |
452 |
- |
2024-03-31 |
100 |
$5,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1323 |
- |
2023-12-31 |
95 |
$5,000 |
0 |
|
| GRADIENT INVESTMENTS LLC |
762 |
- |
2024-03-31 |
75 |
$4,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
695 |
- |
2023-12-31 |
59 |
$3,000 |
0 |
|
| PROEQUITIES INC. |
7329 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
37 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
|
|
|
