|
Institutional
Holders
Total
Institutions:
|
160 1 |
|
Total
shares held :
|
3,521,097 |
|
% of shares
held :
|
22.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-51 |
|
Amount
of shares held :
|
-544,110 |
|
% of shares
held change :
|
-3.41% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$83.19 |
|
Last
Quarter's Ending
Price :
|
$95.89 |
|
Last
Quarter's Average
Price :
|
$86.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
18.93 (21.96%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SageView Advisory Group LLC |
77 |
*New |
2024-03-31 |
71,526 |
$3,305,000 |
71,526 |
|
Lineweaver Wealth Advisors LLC |
98 |
*New |
2024-03-31 |
2,739 |
$544,000 |
2,739 |
|
SMITH MOORE & CO. |
372 |
*New |
2023-12-31 |
2,346 |
$225,000 |
2,346 |
|
CAPTRUST FINANCIAL ADVISORS |
2326 |
*New |
2023-12-31 |
2,278 |
$218,000 |
2,278 |
|
EPIQ PARTNERS LLC |
70 |
*New |
2024-03-31 |
2,000 |
$212,000 |
2,000 |
|
Dynamic Advisors Solutions LLC |
866 |
*New |
2024-03-31 |
1,922 |
$203,000 |
1,922 |
|
Advisory Resource Group |
145 |
*New |
2023-12-31 |
2,107 |
$202,000 |
2,107 |
|
MATHER GROUP, INC. |
1035 |
*New |
2024-03-31 |
243 |
$23,000 |
243 |
|
Register Financial Advisors LLC |
504 |
*New |
2024-03-31 |
124 |
$13,000 |
124 |
|
GAMMA Investing LLC |
2012 |
*New |
2024-03-31 |
100 |
$11,000 |
100 |
|
FSA Wealth Management LLC |
420 |
*New |
2023-12-31 |
51 |
$5,000 |
51 |
|
|
11 Records found
|
1
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Page 1 of 1 |
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