| |
Institutional
Holders
Total
Institutions:
 |
183  9 |
|
|
Total
shares held :
|
33,979,632 |
|
|
% of shares
held :
|
78.66% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-30 |
|
|
Amount
of shares held :
|
844,241 |
|
|
% of shares
held change :
|
 1.95% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$39.09 |
|
|
Last
Quarter's Ending
Price :
|
$43.41 |
|
|
Last
Quarter's Average
Price :
|
$40.51 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
2.73 (6.74%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  RAYMOND JAMES TRUST CO |
340 |
- |
2024-03-31 |
41,000 |
$1,755,000 |
0 |
|
| MMBG INVESTMENT ADVISORS CO. |
83 |
- |
2023-12-31 |
23,290 |
$1,011,000 |
0 |
|
| MEITAV DASH INVESTMENTS LTD |
202 |
- |
2023-12-31 |
22,526 |
$978,000 |
0 |
|
| LEE DANNER & BASS INC |
135 |
- |
2023-12-31 |
20,973 |
$910,000 |
0 |
|
| TCTC HOLDINGS, LLC |
127 |
- |
2023-12-31 |
20,700 |
$899,000 |
0 |
|
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP |
33 |
- |
2024-03-31 |
19,063 |
$824,000 |
0 |
|
| Yahav Achim Ve Achayot - Provident Funds Managemen |
35 |
- |
2023-12-31 |
15,860 |
$688,000 |
0 |
|
| Qube Research & Technologies Ltd |
1863 |
- |
2023-12-31 |
14,100 |
$612,000 |
0 |
|
| BAHL & GAYNOR INC |
274 |
- |
2023-12-31 |
13,530 |
$587,000 |
0 |
|
| BECKER CAPITAL MANAGEMENT INC |
193 |
- |
2023-12-31 |
12,500 |
$543,000 |
0 |
|
| BESSEMER GROUP INC |
805 |
- |
2023-12-31 |
12,330 |
$536,000 |
0 |
|
| GREAT WEST LIFE ASSURANCE CO /CAN/ |
1706 |
- |
2023-12-31 |
11,190 |
$483,000 |
0 |
|
| Resonant Capital Advisors LLC |
185 |
- |
2023-12-31 |
11,000 |
$478,000 |
0 |
|
| Compagnie Lombard Odier SCA |
232 |
- |
2023-12-31 |
9,605 |
$417,000 |
0 |
|
| FTB Advisors Inc. |
374 |
- |
2024-03-31 |
9,445 |
$404,000 |
0 |
|
| Brandywine Oak Private Wealth LLC |
164 |
- |
2023-12-31 |
9,158 |
$398,000 |
0 |
|
| swisspartners Advisors Ltd |
26 |
- |
2023-12-31 |
9,365 |
$342,000 |
0 |
|
| COOPERMAN LEON G |
46 |
- |
2023-12-31 |
7,610 |
$330,000 |
0 |
|
| WHARTON BUSINESS GROUP, LLC |
108 |
- |
2023-12-31 |
7,562 |
$328,000 |
0 |
|
| MONTAG A & ASSOCIATES INC |
353 |
- |
2023-12-31 |
6,900 |
$300,000 |
0 |
|
| ETFIDEA LLC |
|
- |
2023-12-31 |
6,911 |
$300,000 |
0 |
|
| CVA Family Office LLC |
193 |
- |
2024-03-31 |
7,000 |
$300,000 |
0 |
|
| VERITY Wealth Advisors |
69 |
- |
2024-03-31 |
5,740 |
$246,000 |
0 |
|
| GenTrust LLC |
131 |
- |
2024-03-31 |
5,000 |
$214,000 |
0 |
|
| SIGNALPOINT ASSET MANAGEMENT, LLC |
239 |
- |
2024-03-31 |
4,700 |
$201,000 |
0 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
177 |
- |
2024-03-31 |
4,382 |
$188,000 |
0 |
|
| CAMBRIDGE TRUST CO |
294 |
- |
2023-12-31 |
3,630 |
$158,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
162 |
- |
2023-12-31 |
3,396 |
$147,000 |
0 |
|
| NBC SECURITIES INC. |
862 |
- |
2024-03-31 |
3,200 |
$136,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
543 |
- |
2023-12-31 |
2,712 |
$118,000 |
0 |
|
| GLENMEDE TRUST CO NA |
1202 |
- |
2023-12-31 |
2,100 |
$91,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
743 |
- |
2024-03-31 |
1,620 |
$69,000 |
0 |
|
| ZBN.A. |
392 |
- |
2023-12-31 |
1,497 |
$65,000 |
0 |
|
| ENDURANCE WEALTH MANAGEMENT, INC. |
331 |
- |
2023-06-30 |
1,175 |
$50,000 |
0 |
|
| ANCORA ADVISORS, LLC |
902 |
- |
2023-12-31 |
1,100 |
$48,000 |
0 |
|
| Lindbrook Capital LLC |
810 |
- |
2024-03-31 |
1,040 |
$45,000 |
0 |
|
| EMFO LLC |
160 |
- |
2023-12-31 |
875 |
$38,000 |
0 |
|
| Tyler-Stone Wealth Management |
447 |
- |
2023-12-31 |
632 |
$27,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1600 |
- |
2023-12-31 |
561 |
$24,000 |
0 |
|
| SOA Wealth Advisors LLC. |
442 |
- |
2024-03-31 |
466 |
$20,000 |
0 |
|
| McIlrath & Eck LLC |
459 |
- |
2023-12-31 |
375 |
$16,000 |
0 |
|
| HANSON MCCLAIN, INC. |
1961 |
- |
2024-03-31 |
338 |
$14,000 |
0 |
|
| Aberdeen Wealth Management LLC |
155 |
- |
2023-12-31 |
300 |
$13,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
|
- |
2023-12-31 |
300 |
$13,000 |
0 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
474 |
- |
2023-12-31 |
300 |
$13,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
1944 |
- |
2023-12-31 |
280 |
$12,000 |
0 |
|
| Archer Investment Corp |
597 |
- |
2023-12-31 |
283 |
$12,000 |
0 |
|
| WETZEL INVESTMENT ADVISORS INC. |
500 |
- |
2024-03-31 |
266 |
$11,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
550 |
- |
2024-03-31 |
225 |
$10,000 |
0 |
|
| Versant Capital Management Inc |
905 |
- |
2024-03-31 |
159 |
$7,000 |
0 |
|
| CITY HOLDING CO |
424 |
- |
2024-03-31 |
175 |
$7,000 |
0 |
|
| Venturi Wealth Management LLC |
1025 |
- |
2024-03-31 |
148 |
$6,000 |
0 |
|
| Park Place Capital Corp |
726 |
- |
2024-03-31 |
135 |
$6,000 |
0 |
|
| Investors Research Corp |
818 |
- |
2023-12-31 |
124 |
$5,000 |
0 |
|
| Balentine LLC |
564 |
- |
2023-12-31 |
88 |
$4,000 |
0 |
|
| Davis Capital Management |
253 |
- |
2024-03-31 |
90 |
$4,000 |
0 |
|
| WHITTIER TRUST CO |
1371 |
- |
2023-12-31 |
75 |
$3,000 |
0 |
|
| PEOPLES FINANCIAL SERVICES CORP. |
233 |
- |
2024-03-31 |
50 |
$2,000 |
0 |
|
| Lee Financial CORP |
724 |
- |
2023-12-31 |
51 |
$2,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
1044 |
- |
2024-03-31 |
40 |
$2,000 |
0 |
|
| HBC Financial Services PLLC |
144 |
- |
2023-12-31 |
36 |
$1,000 |
0 |
|
| Efficient Wealth Management LLC |
|
- |
2023-12-31 |
27 |
$1,000 |
0 |
|
| TSFG LLC |
714 |
- |
2024-03-31 |
31 |
$1,000 |
0 |
|
| Activest Wealth Management |
385 |
- |
2024-03-31 |
11 |
$0 |
0 |
|
| PROEQUITIES INC. |
10295 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
65 Records found
|
1
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Page 1 of 1 |
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