| |
Institutional
Holders
Total
Institutions:
 |
478  21 |
|
|
Total
shares held :
|
81,965,723 |
|
|
% of shares
held :
|
49.82% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
|
Amount
of shares held :
|
-6,421,702 |
|
|
% of shares
held change :
|
-3.9% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.11 |
|
|
Last
Quarter's Ending
Price :
|
$32.06 |
|
|
Last
Quarter's Average
Price :
|
$30.84 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 2.60 (8.43%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  McGlone Suttner Wealth Management Inc. |
173 |
*Closed |
2024-03-31 |
0 |
$0 |
-850 |
|
| Streettalk Advisors LLC |
441 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,267 |
|
| MARINO STRAM & ASSOCIATES LLC |
172 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,331 |
|
| Fiduciary Alliance LLC |
194 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,178 |
|
| PHOENIX INVESTMENT COUNSEL INC |
271 |
*Closed |
2023-12-31 |
0 |
$0 |
-67,904 |
|
| Williams Financial LLC |
23 |
*Closed |
2024-03-31 |
0 |
$0 |
-40,078 |
|
| PITTENGER & ANDERSON INC |
421 |
*Closed |
2024-03-31 |
0 |
$0 |
-725 |
|
| Idaho Trust Bank |
94 |
*Closed |
2024-03-31 |
0 |
$0 |
-36,538 |
|
| 3D/L Capital Management LLC |
16 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,454 |
|
| Headlands Technologies LLC |
1207 |
*Closed |
2024-03-31 |
0 |
$0 |
-600 |
|
| VitalStone Financial LLC |
476 |
*Closed |
2024-03-31 |
0 |
$0 |
-27 |
|
| CAPROCK Group Inc. |
732 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,750 |
|
| Onyx Bridge Wealth Group LLC |
276 |
*Closed |
2024-03-31 |
0 |
$0 |
-18,938 |
|
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
1399 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,722 |
|
| BMS Financial Advisors LLC |
124 |
*Closed |
2023-06-30 |
0 |
$0 |
-10,471 |
|
| APPLETON PARTNERS INC/MA |
280 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,522 |
|
| Meridian Wealth Management LLC |
295 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,741 |
|
| Prostatis Group LLC |
111 |
*Closed |
2023-03-31 |
0 |
$0 |
-65,848 |
|
| Ambassador Advisors LLC |
268 |
*Closed |
2023-12-31 |
0 |
$0 |
-12 |
|
| FINANCIAL ARCHITECTS INC |
318 |
*Closed |
2023-06-30 |
0 |
$0 |
-6,752 |
|
| FINANCIAL MANAGEMENT NETWORK INC |
162 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,502 |
|
| All Season Financial Advisors Inc. |
111 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,865 |
|
| First Command Bank |
417 |
*Closed |
2023-06-30 |
0 |
$0 |
-567 |
|
| IAG Wealth Partners LLC |
458 |
*Closed |
2024-03-31 |
0 |
$0 |
0 |
|
| PRUDENTIAL CORP PLC |
894 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,000 |
|
| Koss-Olinger Consulting LLC |
191 |
*Closed |
2024-03-31 |
0 |
$0 |
-49,368 |
|
| ORG Partners LLC |
758 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,951 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
1206 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,299 |
|
| First Command Financial Services Inc. |
417 |
*Closed |
2023-06-30 |
0 |
$0 |
-567 |
|
| OHE FINANCIAL INC |
245 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,786 |
|
| ADVANCED RESEARCH INVESTMENT SOLUTIONS LLC |
18 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,743 |
|
| WETHERBY ASSET MANAGEMENT INC |
952 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,171 |
|
| Ten Capital Wealth Advisors LLC |
367 |
*Closed |
2023-06-30 |
0 |
$0 |
-416 |
|
| Copperleaf Capital LLC |
87 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,924 |
|
| TWO SIGMA SECURITIES LLC |
1924 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,096 |
|
| HEAD & ASSOCIATES LLC |
476 |
*Closed |
2023-12-31 |
0 |
$0 |
-69 |
|
| Raleigh Capital Management Inc. |
1031 |
*Closed |
2023-12-31 |
0 |
$0 |
-32 |
|
| Miracle Mile Advisors LLC |
523 |
*Closed |
2024-03-31 |
0 |
$0 |
-31,678 |
|
| Wade Financial Advisory Inc |
77 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,230 |
|
| VILLERE ST DENIS J & CO LLC |
86 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,615 |
|
| ALTFEST L J & CO INC |
330 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,995 |
|
| Level Financial Advisors Inc. |
268 |
*Closed |
2024-03-31 |
0 |
$0 |
-597 |
|
| Icon Wealth Advisors LLC |
462 |
*Closed |
2023-12-31 |
0 |
$0 |
-60,338 |
|
| Mount Yale Investment Advisors LLC |
522 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,559 |
|
| BROWN BROTHERS HARRIMAN & CO |
1259 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,175 |
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
241 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,790 |
|
| BOURGEON CAPITAL MANAGEMENT LLC |
394 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,003 |
|
| KARLINSKI ANDREW C |
208 |
*Closed |
2022-12-31 |
0 |
$0 |
-339 |
|
|
48 Records found
|
1
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