|
Institutional
Holders
Total
Institutions:
|
306 0 |
|
Total
shares held :
|
35,535,438 |
|
% of shares
held :
|
6.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
2,810,425 |
|
% of shares
held change :
|
0.53% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$45.68 |
|
Last
Quarter's Ending
Price :
|
$46.07 |
|
Last
Quarter's Average
Price :
|
$45.80 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.46 (1%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CONSULTIVA WEALTH MANAGEMENT CORP. |
6 |
*New |
2023-09-30 |
2,173 |
$99,393,000 |
2,173 |
|
FIDUCIARY TRUST CO |
226 |
*New |
2023-12-31 |
51,358 |
$2,366,000 |
51,358 |
|
HARTLINE INVESTMENT CORP/ |
82 |
*New |
2024-03-31 |
32,988 |
$1,524,000 |
32,988 |
|
Eudaimonia Partners LLC |
65 |
*New |
2024-03-31 |
31,439 |
$1,453,000 |
31,439 |
|
Imprint Wealth LLC |
78 |
*New |
2024-03-31 |
27,524 |
$1,271,000 |
27,524 |
|
HILTON CAPITAL MANAGEMENT, LLC |
124 |
*New |
2024-03-31 |
26,720 |
$1,235,000 |
26,720 |
|
EUDAIMONIA ADVISORS LLC |
66 |
*New |
2024-03-31 |
18,294 |
$845,000 |
18,294 |
|
DEUTSCHE BANK AG |
2226 |
*New |
2023-12-31 |
12,500 |
$576,000 |
12,500 |
|
Wealthfront Advisers LLC |
774 |
*New |
2024-03-31 |
8,168 |
$377,000 |
8,168 |
|
Waterloo Capital L.P. |
275 |
*New |
2023-12-31 |
7,256 |
$334,000 |
7,256 |
|
WILLNER & HELLER LLC |
117 |
*New |
2023-12-31 |
5,261 |
$242,000 |
5,261 |
|
Perigon Wealth Management LLC |
766 |
*New |
2024-03-31 |
4,904 |
$227,000 |
4,904 |
|
LWS Wealth Advisors Inc. |
65 |
*New |
2023-12-31 |
4,601 |
$212,000 |
4,601 |
|
FLC Capital Advisors |
159 |
*New |
2024-03-31 |
4,480 |
$207,000 |
4,480 |
|
LVZ Advisors Inc. |
135 |
*New |
2024-03-31 |
4,338 |
$200,000 |
4,338 |
|
LFA - Lugano Financial Advisors SA |
82 |
*New |
2024-03-31 |
3,270 |
$151,000 |
3,270 |
|
Gilliland Jeter Wealth Management LLC |
279 |
*New |
2024-03-31 |
1,225 |
$57,000 |
1,225 |
|
WASHINGTON TRUST CO |
543 |
*New |
2024-03-31 |
522 |
$24,000 |
522 |
|
FinTrust Capital Advisors LLC |
762 |
*New |
2024-03-31 |
314 |
$15,000 |
314 |
|
COLONIAL ASSET MANAGEMENT, INC. |
601 |
*New |
2023-12-31 |
111 |
$5,000 |
111 |
|
Cape Investment Advisory Inc. |
1184 |
*New |
2023-12-31 |
5 |
$0 |
5 |
|
|
21 Records found
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1
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