|
Institutional
Holders
Total
Institutions:
|
18 2 |
|
Total
shares held :
|
1,148,708 |
|
% of shares
held :
|
12.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-1,076,230 |
|
% of shares
held change :
|
-11.96% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
NEVILLE RODIE & SHAW INC |
33 |
- |
2024-03-31 |
611,408 |
$11,598,000 |
-7,416 |
|
Williams Jones Wealth Management LLC. |
209 |
- |
2023-12-31 |
99,063 |
$1,594,000 |
-8,355 |
|
SEQUENT ASSET MANAGEMENT, LLC |
61 |
- |
2024-03-31 |
13,528 |
$257,000 |
-834 |
|
Garde Capital Inc. |
213 |
- |
2023-12-31 |
10,207 |
$164,000 |
-37,095 |
|
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4 Records found
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1
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