|
Institutional
Holders
Total
Institutions:
|
138 8 |
|
Total
shares held :
|
21,283,571 |
|
% of shares
held :
|
68.11% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-34 |
|
Amount
of shares held :
|
-2,743,218 |
|
% of shares
held change :
|
-8.78% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$50.71 |
|
Last
Quarter's Ending
Price :
|
$58.98 |
|
Last
Quarter's Average
Price :
|
$52.52 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.78 (11.01%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
824 |
- |
2023-12-31 |
388,166 |
$22,894,000 |
94,770 |
|
RAYMOND JAMES & ASSOCIATES |
862 |
- |
2024-03-31 |
255,071 |
$16,462,000 |
23,333 |
|
Nilsine Partners LLC |
6 |
- |
2024-03-31 |
238,235 |
$15,375,000 |
110,840 |
|
AMERIPRISE FINANCIAL INC |
1469 |
- |
2023-12-31 |
239,929 |
$14,148,000 |
11,824 |
|
UBS Group AG |
1314 |
- |
2023-12-31 |
214,948 |
$12,678,000 |
110,462 |
|
ADVISORY SERVICES NETWORK, LLC |
68 |
- |
2023-12-31 |
200,087 |
$11,801,000 |
13,457 |
|
Vestmark Advisory Solutions Inc. |
75 |
- |
2023-12-31 |
95,623 |
$5,640,000 |
3,961 |
|
Monument Capital Management |
22 |
- |
2024-03-31 |
60,062 |
$3,876,000 |
48,923 |
|
NAVELLIER & ASSOCIATES INC |
52 |
- |
2023-12-31 |
63,477 |
$3,744,000 |
63,477 |
|
Paragon Private Wealth Management LLC |
7 |
- |
2023-12-31 |
60,361 |
$3,560,000 |
907 |
|
TriaGen Wealth Management LLC |
23 |
- |
2024-03-31 |
39,445 |
$2,546,000 |
1,186 |
|
DAVIDSON D A & CO |
514 |
- |
2023-12-31 |
32,637 |
$1,925,000 |
474 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1284 |
- |
2024-03-31 |
29,691 |
$1,916,000 |
333 |
|
JANE STREET GROUP LLC |
2491 |
- |
2023-12-31 |
31,982 |
$1,886,000 |
11,140 |
|
Coppell Advisory Solutions LLC |
63 |
- |
2023-12-31 |
31,516 |
$1,859,000 |
31,164 |
|
J P MORGAN CHASE & CO |
3015 |
- |
2023-12-31 |
30,714 |
$1,812,000 |
1,317 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
28,239 |
$1,666,000 |
1,038 |
|
INTL FCSTONE INC. |
129 |
- |
2023-12-31 |
19,140 |
$1,129,000 |
1,782 |
|
TRUST CO OF OKLAHOMA |
61 |
- |
2024-03-31 |
16,808 |
$1,085,000 |
7,897 |
|
Capital Wealth Alliance LLC |
|
- |
2023-12-31 |
17,085 |
$1,008,000 |
2,518 |
|
HFG Advisors Inc. |
33 |
- |
2024-03-31 |
15,049 |
$971,000 |
41 |
|
CITADEL ADVISORS LLC |
3020 |
- |
2023-12-31 |
15,448 |
$911,000 |
11,074 |
|
Qube Research & Technologies Ltd |
1845 |
- |
2023-12-31 |
10,690 |
$630,000 |
519 |
|
Coastal Investment Advisors Inc. |
194 |
- |
2024-03-31 |
9,629 |
$621,000 |
302 |
|
MULTIFINANCIAL SECURITIES CORP |
1026 |
- |
2023-12-31 |
10,176 |
$600,000 |
185 |
|
FINANCIAL NETWORK |
1833 |
- |
2023-12-31 |
8,910 |
$526,000 |
583 |
|
Steward Partners Investment Advisory LLC |
995 |
- |
2023-12-31 |
8,665 |
$511,000 |
1,476 |
|
PNC FINANCIAL SERVICES GROUP INC |
1519 |
- |
2023-12-31 |
8,458 |
$499,000 |
26 |
|
RPg Family Wealth Advisory LLC |
|
- |
2023-12-31 |
8,052 |
$475,000 |
755 |
|
Kesler Norman & Wride LLC |
130 |
- |
2024-03-31 |
7,150 |
$461,000 |
366 |
|
COMERICA BANK |
2028 |
- |
2023-12-31 |
5,877 |
$347,000 |
2,537 |
|
Arkadios Wealth Advisors |
|
- |
2023-12-31 |
5,384 |
$318,000 |
12 |
|
Csenge Advisory Group |
539 |
- |
2023-12-31 |
4,768 |
$281,000 |
522 |
|
Founders Financial Alliance LLC |
245 |
- |
2023-12-31 |
3,318 |
$196,000 |
233 |
|
Aptus Capital Advisors LLC |
683 |
- |
2023-12-31 |
709 |
$42,000 |
426 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
317 |
- |
2023-12-31 |
709 |
$42,000 |
426 |
|
Financial Advisory Service Inc. |
|
- |
2023-12-31 |
570 |
$34,000 |
2 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
272 |
$16,000 |
2 |
|
|
38 Records found
|
1
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