|
Institutional
Holders
Total
Institutions:
|
42 2 |
|
Total
shares held :
|
139,334 |
|
% of shares
held :
|
0.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
25,667 |
|
% of shares
held change :
|
0.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$140.92 |
|
Last
Quarter's Ending
Price :
|
$152.41 |
|
Last
Quarter's Average
Price :
|
$143.72 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
22.44 (15.62%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
3194 |
- |
2023-12-31 |
20,420 |
$3,112,000 |
-1,349 |
|
MORGAN STANLEY |
4425 |
- |
2023-12-31 |
12,269 |
$1,870,000 |
-1,842 |
|
AMERIPRISE FINANCIAL INC |
2831 |
- |
2023-12-31 |
12,216 |
$1,862,000 |
-812 |
|
UBS Group AG |
3401 |
- |
2023-12-31 |
6,642 |
$1,012,000 |
-691 |
|
Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
3,345 |
$560,000 |
-253 |
|
BOSTON FINANCIAL MANGEMENT INC /MA |
247 |
- |
2023-12-31 |
2,998 |
$457,000 |
-295 |
|
MML INVESTORS SERVICES LLC |
1808 |
- |
2023-12-31 |
2,964 |
$452,000 |
-73 |
|
ENVESTNET ASSET MANAGEMENT INC |
3359 |
- |
2023-12-31 |
2,966 |
$452,000 |
-7 |
|
Money Design Co.Ltd. |
75 |
- |
2024-03-31 |
2,185 |
$366,000 |
-442 |
|
FINANCIAL NETWORK |
2347 |
- |
2023-12-31 |
1,676 |
$255,000 |
-216 |
|
Advisor Group Holdings Inc. |
3909 |
- |
2023-12-31 |
1,303 |
$199,000 |
-1,857 |
|
ROYAL BANK OF CANADA |
5100 |
- |
2023-12-31 |
492 |
$75,000 |
-92 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
75 |
- |
2023-03-31 |
149 |
$22,000 |
-6 |
|
|
13 Records found
|
1
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Page 1 of 1 |
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