| |
Institutional
Holders
Total
Institutions:
 |
160  4 |
|
|
Total
shares held :
|
6,713,986 |
|
|
% of shares
held :
|
77.17% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-36 |
|
|
Amount
of shares held :
|
-199,853 |
|
|
% of shares
held change :
|
-2.3% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.72 |
|
|
Last
Quarter's Ending
Price :
|
$104.45 |
|
|
Last
Quarter's Average
Price :
|
$93.77 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 14.86 (15.85%) |
|
|
|
|
|
|
|
|
|
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 FINANCIAL SERVICES ADVISORS, INC. |
344 |
- |
2024-03-31 |
300,782 |
$34,100,000 |
3,309 |
|
| UBS Group AG |
941 |
- |
2023-12-31 |
268,527 |
$28,048,000 |
768 |
|
| Kaydan Wealth Management Inc. |
4 |
- |
2024-03-31 |
211,293 |
$23,954,000 |
196,757 |
|
| Baird Financial Group Inc. |
331 |
- |
2023-12-31 |
174,815 |
$18,259,000 |
8,133 |
|
| Advisor Group Holdings Inc. |
547 |
- |
2023-12-31 |
158,043 |
$16,508,000 |
52,473 |
|
| HIGHTOWER ADVISORS, LLC |
583 |
- |
2023-12-31 |
129,366 |
$13,514,000 |
11,401 |
|
| STIFEL FINANCIAL CORP |
727 |
- |
2023-12-31 |
107,740 |
$11,254,000 |
571 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
502 |
- |
2024-03-31 |
77,099 |
$8,741,000 |
3,485 |
|
| BELLEVUE ASSET MANAGEMENT LLC |
4 |
- |
2024-03-31 |
70,732 |
$8,019,000 |
2,428 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
106 |
- |
2023-12-31 |
74,888 |
$7,822,000 |
28,320 |
|
| Chicago Partners Investment Group LLC |
83 |
- |
2024-03-31 |
58,272 |
$6,292,000 |
805 |
|
| JANNEY MONTGOMERY SCOTT LLC |
670 |
- |
2024-03-31 |
55,133 |
$6,250,000 |
10,034 |
|
| FIRST HEARTLAND CONSULTANTS INC |
61 |
- |
2023-12-31 |
35,572 |
$3,716,000 |
6,699 |
|
| Stratos Wealth Partners LTD. |
303 |
- |
2024-03-31 |
30,844 |
$3,497,000 |
3,497 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1426 |
- |
2023-12-31 |
31,230 |
$3,262,000 |
17,211 |
|
| Priebe Wealth Holdings LLC |
10 |
- |
2024-03-31 |
26,200 |
$2,970,000 |
766 |
|
| Coppell Advisory Solutions Corp. |
25 |
- |
2023-03-31 |
28,162 |
$2,487,000 |
7,773 |
|
| Solutions 4 Wealth Ltd |
|
- |
2024-03-31 |
21,415 |
$2,428,000 |
26 |
|
| CITADEL ADVISORS LLC |
2164 |
- |
2023-12-31 |
23,116 |
$2,414,000 |
23,116 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
751 |
- |
2023-12-31 |
19,521 |
$2,039,000 |
8,264 |
|
| CITIZENS FINANCIAL GROUP INC/RI |
166 |
- |
2023-12-31 |
18,086 |
$1,889,000 |
16 |
|
| FLOW TRADERS U.S. LLC |
224 |
- |
2023-12-31 |
17,937 |
$1,874,000 |
17,937 |
|
| Perigon Wealth Management LLC |
|
- |
2024-03-31 |
16,159 |
$1,832,000 |
115 |
|
| PERSONAL CFO SOLUTIONS LLC |
71 |
- |
2023-12-31 |
15,026 |
$1,570,000 |
1,525 |
|
| Goss Wealth Management LLC |
816 |
- |
2023-12-31 |
12,598 |
$1,297,000 |
6,137 |
|
| Sterling Investment Advisors Ltd. |
|
- |
2024-03-31 |
11,375 |
$1,290,000 |
35 |
|
| CWM LLC |
846 |
- |
2024-03-31 |
8,762 |
$993,000 |
7 |
|
| Equitable Holdings Inc. |
589 |
- |
2023-12-31 |
9,165 |
$957,000 |
368 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1255 |
- |
2024-03-31 |
8,277 |
$938,000 |
546 |
|
| CREATIVE PLANNING |
1291 |
- |
2023-12-31 |
8,505 |
$888,000 |
547 |
|
| American Institute for Advanced Investment Managem |
47 |
- |
2024-03-31 |
7,692 |
$872,000 |
627 |
|
| Kowal Investment Group LLC |
78 |
- |
2024-03-31 |
6,747 |
$765,000 |
10 |
|
| Sigma Planning Corp |
|
- |
2024-03-31 |
6,112 |
$693,000 |
6,112 |
|
| PFG Advisors |
321 |
- |
2023-12-31 |
6,534 |
$683,000 |
373 |
|
| Moors & Cabot Inc. |
382 |
- |
2023-12-31 |
6,044 |
$631,000 |
604 |
|
| ICA Group Wealth Management LLC |
138 |
- |
2023-12-31 |
5,644 |
$590,000 |
59 |
|
| Virtue Capital Management LLC |
167 |
- |
2023-12-31 |
5,401 |
$547,000 |
655 |
|
| National Wealth Management Group LLC |
70 |
- |
2023-12-31 |
4,331 |
$452,000 |
1,425 |
|
| HARBOUR INVESTMENTS INC. |
581 |
- |
2023-12-31 |
4,112 |
$429,000 |
164 |
|
| PNC FINANCIAL SERVICES GROUP INC |
1728 |
- |
2023-12-31 |
3,369 |
$352,000 |
11 |
|
| S.C. Financial Services Inc. |
85 |
- |
2022-12-31 |
2,993 |
$263,000 |
72 |
|
| WEDBUSH MORGAN SECURITIES INC |
831 |
- |
2023-12-31 |
2,486 |
$260,000 |
108 |
|
| Belpointe Asset Management LLC |
592 |
- |
2023-12-31 |
2,360 |
$247,000 |
40 |
|
| HANSON MCCLAIN, INC. |
725 |
- |
2024-03-31 |
2,070 |
$235,000 |
2 |
|
| HOWE & RUSLING INC |
218 |
- |
2023-12-31 |
2,121 |
$222,000 |
2,121 |
|
| M3 Advisory Group LLC |
|
- |
2024-03-31 |
1,946 |
$221,000 |
20 |
|
| Pinnacle Wealth Planning Services Inc. |
369 |
- |
2023-12-31 |
2,097 |
$219,000 |
2,097 |
|
| BKM Wealth Management LLC |
152 |
- |
2024-03-31 |
1,865 |
$211,000 |
92 |
|
| J P MORGAN CHASE & CO |
4210 |
- |
2023-12-31 |
1,809 |
$189,000 |
3 |
|
| FMR LLC |
2897 |
- |
2023-12-31 |
1,427 |
$149,000 |
163 |
|
| TOWER RESEARCH CAPITAL LLC |
3066 |
- |
2023-12-31 |
528 |
$55,000 |
261 |
|
|
51 Records found
|
1
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