| |
Institutional
Holders
Total
Institutions:
 |
387  9 |
|
|
Total
shares held :
|
12,848,328 |
|
|
% of shares
held :
|
25.96% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
40 |
|
|
Amount
of shares held :
|
67,806 |
|
|
% of shares
held change :
|
0.14% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$124.07 |
|
|
Last
Quarter's Ending
Price :
|
$143.64 |
|
|
Last
Quarter's Average
Price :
|
$132.43 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
27.83 (21.01%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CHURCHILL MANAGEMENT GROUP /CA/ |
16 |
*New |
2024-03-31 |
1,262,154 |
$196,694,000 |
1,262,154 |
|
| Patriot Financial Group Insurance Agency LLC |
21 |
*New |
2024-03-31 |
31,292 |
$4,877,000 |
31,292 |
|
| HARTLINE INVESTMENT CORP/ |
22 |
*New |
2024-03-31 |
30,193 |
$4,705,000 |
30,193 |
|
| Idaho Trust Bank |
8 |
*New |
2024-03-31 |
17,550 |
$2,735,000 |
17,550 |
|
| Quantinno Capital Management LP |
418 |
*New |
2024-03-31 |
16,422 |
$2,559,000 |
16,422 |
|
| CITIZENS FINANCIAL GROUP INC/RI |
209 |
*New |
2024-03-31 |
5,986 |
$933,000 |
5,986 |
|
| Selective Wealth Management |
51 |
*New |
2024-03-31 |
4,018 |
$614,000 |
4,018 |
|
| MONEY CONCEPTS CAPITAL CORP |
268 |
*New |
2024-03-31 |
3,865 |
$602,000 |
3,865 |
|
| Savvy Advisors Inc. |
90 |
*New |
2024-03-31 |
3,292 |
$513,000 |
3,292 |
|
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
107 |
*New |
2024-03-31 |
3,252 |
$507,000 |
3,252 |
|
| AMERICAN NATIONAL BANK & TRUST CO /VA/ |
97 |
*New |
2024-03-31 |
3,218 |
$501,000 |
3,218 |
|
| BIP Wealth LLC |
126 |
*New |
2024-03-31 |
3,156 |
$492,000 |
3,156 |
|
| OmniStar Financial Group Inc. |
91 |
*New |
2024-03-31 |
2,771 |
$432,000 |
2,771 |
|
| Atomi Financial Group Inc. |
436 |
*New |
2024-03-31 |
2,466 |
$384,000 |
2,466 |
|
| Baird Financial Group Inc. |
1478 |
*New |
2024-03-31 |
2,421 |
$377,000 |
2,421 |
|
| LANDAAS & CO /WI /ADV |
52 |
*New |
2024-03-31 |
2,100 |
$327,000 |
2,100 |
|
| LINSCOMB & WILLIAMS INC |
237 |
*New |
2024-03-31 |
2,080 |
$324,000 |
2,080 |
|
| Arjuna Capital |
90 |
*New |
2024-03-31 |
1,974 |
$308,000 |
1,974 |
|
| Integrated Wealth Concepts LLC |
1318 |
*New |
2024-03-31 |
1,860 |
$290,000 |
1,860 |
|
| BROWN ADVISORY HOLDINGS INC |
1078 |
*New |
2024-03-31 |
1,843 |
$287,000 |
1,843 |
|
| DIVERSIFIED TRUST CO |
693 |
*New |
2024-03-31 |
1,552 |
$242,000 |
1,552 |
|
| Encompass More Asset Management |
77 |
*New |
2024-03-31 |
1,539 |
$240,000 |
1,539 |
|
| InterOcean Capital Group LLC |
422 |
*New |
2024-03-31 |
1,512 |
$236,000 |
1,512 |
|
| CAPITAL ADVISORS INC/OK |
280 |
*New |
2024-03-31 |
1,495 |
$233,000 |
1,495 |
|
| TrinityPoint Wealth LLC |
283 |
*New |
2024-03-31 |
1,430 |
$223,000 |
1,430 |
|
| Main Street Financial Solutions LLC |
480 |
*New |
2024-03-31 |
1,375 |
$214,000 |
1,375 |
|
| ROUNDVIEW CAPITAL LLC |
308 |
*New |
2024-03-31 |
1,359 |
$212,000 |
1,359 |
|
| CLARK CAPITAL MANAGEMENT GROUP INC |
382 |
*New |
2024-03-31 |
1,341 |
$209,000 |
1,341 |
|
| Summit Financial LLC |
372 |
*New |
2024-03-31 |
1,301 |
$203,000 |
1,301 |
|
| JONES FINANCIAL COMPANIES LLLP |
472 |
*New |
2024-03-31 |
1,179 |
$184,000 |
1,179 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
400 |
*New |
2022-12-31 |
751 |
$71,000 |
751 |
|
| YHB INVESTMENT ADVISORS, INC. |
410 |
*New |
2024-03-31 |
422 |
$66,000 |
422 |
|
| Advisors Preferred LLC |
149 |
*New |
2024-03-31 |
401 |
$63,000 |
401 |
|
| PACIFIC CAPITAL WEALTH ADVISORS INC |
160 |
*New |
2024-03-31 |
225 |
$35,000 |
225 |
|
| OGOREK ANTHONY JOSEPH /NY/ /ADV |
137 |
*New |
2024-03-31 |
209 |
$32,000 |
209 |
|
| Continuum Advisory LLC |
703 |
*New |
2024-03-31 |
200 |
$31,000 |
200 |
|
| Bank of New Hampshire |
362 |
*New |
2024-03-31 |
159 |
$25,000 |
159 |
|
| Coastal Investment Advisors Inc. |
632 |
*New |
2024-03-31 |
135 |
$21,000 |
135 |
|
| Financial Gravity Wealth Inc. |
494 |
*New |
2024-03-31 |
50 |
$8,000 |
50 |
|
| LGT Financial Advisors LLC |
758 |
*New |
2024-03-31 |
3 |
$1,000 |
3 |
|
| Ronald Blue Trust Inc. |
2054 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
|
41 Records found
|
1
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