| |
Institutional
Holders
Total
Institutions:
 |
321  1 |
|
|
Total
shares held :
|
27,982,633 |
|
|
% of shares
held :
|
31.09% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
|
Amount
of shares held :
|
3,054,998 |
|
|
% of shares
held change :
|
3.39% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.27 |
|
|
Last
Quarter's Ending
Price :
|
$54.29 |
|
|
Last
Quarter's Average
Price :
|
$48.91 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.46 (9.12%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Biltmore Wealth Management LLC |
13 |
- |
2024-03-31 |
98,899 |
$5,369,000 |
0 |
|
| CORNERSTONE PARTNERS CAPITAL MANAGEMENT LLC |
8 |
- |
2023-12-31 |
97,080 |
$5,270,000 |
0 |
|
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
39 |
- |
2023-12-31 |
80,120 |
$4,350,000 |
0 |
|
| FIRST HAWAIIAN BANK |
142 |
- |
2024-03-31 |
61,417 |
$3,304,000 |
0 |
|
| MOODY NATIONAL BANK TRUST DIVISION |
68 |
- |
2024-03-31 |
44,578 |
$2,398,000 |
0 |
|
| Kohmann Bosshard Financial Services LLC |
47 |
- |
2024-03-31 |
43,262 |
$2,327,000 |
0 |
|
| GUNMA BANK,LTD. |
23 |
- |
2024-03-31 |
35,000 |
$1,883,000 |
0 |
|
| ZURCHER KANTONALBANK (ZURICH CANTONALBANK) |
819 |
- |
2024-03-31 |
31,314 |
$1,670,000 |
0 |
|
| TD Waterhouse Canada Inc. |
440 |
- |
2024-03-31 |
27,150 |
$1,417,000 |
0 |
|
| RTD Financial Advisors Inc. |
56 |
- |
2024-03-31 |
26,264 |
$1,413,000 |
0 |
|
| Global Strategic Investment Solutions LLC |
71 |
- |
2024-03-31 |
18,085 |
$973,000 |
0 |
|
| HBW Advisory Services LLC |
133 |
- |
2024-03-31 |
17,010 |
$923,000 |
0 |
|
| NORTHERN OAK CAPITAL MANAGEMENT INC |
123 |
- |
2024-03-31 |
16,812 |
$904,000 |
0 |
|
| Integrated Investment Consultants LLC |
64 |
- |
2024-03-31 |
16,397 |
$882,000 |
0 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
366 |
- |
2023-12-31 |
13,358 |
$725,000 |
0 |
|
| MAS Advisors LLC |
42 |
- |
2024-03-31 |
8,361 |
$450,000 |
0 |
|
| MBL Wealth LLC |
134 |
- |
2024-03-31 |
8,332 |
$448,000 |
0 |
|
| FORTE ASSET MANAGEMENT LLC |
49 |
- |
2024-03-31 |
6,997 |
$376,000 |
0 |
|
| COMMERCE BANK N A/MO |
961 |
- |
2024-03-31 |
6,784 |
$365,000 |
0 |
|
| Spectrum Wealth Counsel LLC |
113 |
- |
2024-03-31 |
6,662 |
$358,000 |
0 |
|
| KLINGENSTEIN FIELDS & CO LLC |
148 |
- |
2024-03-31 |
5,867 |
$316,000 |
0 |
|
| Intergy Private Wealth LLC |
66 |
- |
2024-03-31 |
5,726 |
$308,000 |
0 |
|
| ORBA Wealth Advisors L.L.C. |
82 |
- |
2024-03-31 |
5,422 |
$292,000 |
0 |
|
| Sheaff Brock Investment Advisors LLC |
353 |
- |
2023-12-31 |
5,100 |
$277,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
1095 |
- |
2024-03-31 |
5,000 |
$269,000 |
0 |
|
| Sunbelt Securities Inc. |
516 |
- |
2024-03-31 |
3,825 |
$206,000 |
0 |
|
| Biltmore Family Office LLC |
190 |
- |
2023-12-31 |
2,306 |
$125,000 |
0 |
|
| Tortoise Investment Management LLC |
279 |
- |
2024-03-31 |
2,070 |
$111,000 |
0 |
|
| RFP Financial Group LLC |
130 |
- |
2024-03-31 |
1,917 |
$103,000 |
0 |
|
| Center for Financial Planning Inc. |
183 |
- |
2024-03-31 |
1,850 |
$100,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
335 |
- |
2024-03-31 |
1,190 |
$64,000 |
0 |
|
| Lowe fs LLC |
128 |
- |
2024-03-31 |
798 |
$43,000 |
0 |
|
| Johnson Midwest Financial LLC |
96 |
- |
2023-09-30 |
912 |
$43,000 |
0 |
|
| Armor Investment Advisors LLC |
133 |
- |
2024-03-31 |
700 |
$38,000 |
0 |
|
| Archer Investment Corp |
427 |
- |
2024-03-31 |
692 |
$37,000 |
0 |
|
| UMB BANK N A/MO |
888 |
- |
2024-03-31 |
691 |
$37,000 |
0 |
|
| Spotlight Asset Group Inc. |
158 |
- |
2023-12-31 |
683 |
$32,000 |
0 |
|
| SMITHFIELD TRUST CO |
656 |
- |
2024-03-31 |
521 |
$28,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
3120 |
- |
2023-12-31 |
460 |
$25,000 |
0 |
|
| Investors Research Corp |
641 |
- |
2024-03-31 |
322 |
$17,000 |
0 |
|
| Ariel Capital Advisors LLC |
222 |
- |
2024-03-31 |
305 |
$16,000 |
0 |
|
| Capital Advisors Ltd. LLC |
641 |
- |
2024-03-31 |
279 |
$15,000 |
0 |
|
| Qube Research & Technologies Ltd |
3165 |
- |
2023-12-31 |
202 |
$11,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1321 |
- |
2023-12-31 |
100 |
$5,000 |
0 |
|
| McIlrath & Eck LLC |
731 |
- |
2024-03-31 |
90 |
$5,000 |
0 |
|
| Salomon & Ludwin LLC |
700 |
- |
2024-03-31 |
58 |
$3,000 |
0 |
|
| Spire Wealth Management |
2049 |
- |
2024-03-31 |
65 |
$3,000 |
0 |
|
| PSI Advisors LLC |
663 |
- |
2024-03-31 |
31 |
$2,000 |
0 |
|
| Laurel Wealth Advisors LLC |
506 |
- |
2023-12-31 |
41 |
$2,000 |
0 |
|
| EverSource Wealth Advisors LLC |
2200 |
- |
2023-12-31 |
29 |
$2,000 |
0 |
|
| Ambassador Advisors LLC |
248 |
- |
2023-12-31 |
11 |
$1,000 |
0 |
|
| Paladin Advisory Group LLC |
226 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
| OLIVER LAGORE VANVALIN INVESTMENT GROUP |
730 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| Financial Gravity Wealth Inc. |
873 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
| MV Capital Management Inc. |
792 |
- |
2024-03-31 |
8 |
$0 |
0 |
|
|
55 Records found
|
1
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