|
Institutional
Holders
Total
Institutions:
|
291 15 |
|
Total
shares held :
|
42,829,995 |
|
% of shares
held :
|
47.59% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-34 |
|
Amount
of shares held :
|
-5,690,552 |
|
% of shares
held change :
|
-6.32% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$99.73 |
|
Last
Quarter's Ending
Price :
|
$99.74 |
|
Last
Quarter's Average
Price :
|
$99.94 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.17 (0.17%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Redhawk Wealth Advisors Inc. |
2 |
*New |
2023-12-31 |
275,858 |
$27,514,000 |
275,858 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
150 |
*New |
2023-12-31 |
68,960 |
$6,878,000 |
68,960 |
|
GUIDANCE CAPITAL INC |
9 |
*New |
2024-03-31 |
60,191 |
$6,013,000 |
60,191 |
|
OLD MISSION CAPITAL LLC |
193 |
*New |
2023-12-31 |
31,084 |
$3,100,000 |
31,084 |
|
Connectus Wealth LLC |
286 |
*New |
2023-12-31 |
16,810 |
$1,677,000 |
16,810 |
|
SpiderRock Advisors LLC |
221 |
*New |
2024-03-31 |
16,402 |
$1,639,000 |
16,402 |
|
COLONY GROUP, LLC |
583 |
*New |
2023-12-31 |
4,918 |
$491,000 |
4,918 |
|
Trexquant Investment LP |
1150 |
*New |
2023-12-31 |
4,084 |
$407,000 |
4,084 |
|
TKG Advisors LLC |
|
*New |
2024-03-31 |
3,922 |
$396,000 |
3,922 |
|
Arete Wealth Advisors LLC |
482 |
*New |
2023-12-31 |
3,768 |
$376,000 |
3,768 |
|
Belpointe Asset Management LLC |
510 |
*New |
2023-12-31 |
3,091 |
$308,000 |
3,091 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
870 |
*New |
2023-12-31 |
2,926 |
$292,000 |
2,926 |
|
Prosperity Consulting Group LLC |
|
*New |
2024-03-31 |
2,879 |
$291,000 |
2,879 |
|
ALESCO ADVISORS LLC |
151 |
*New |
2023-12-31 |
2,844 |
$284,000 |
2,844 |
|
Unique Wealth Strategies LLC |
168 |
*New |
2024-03-31 |
2,607 |
$263,000 |
2,607 |
|
Simplicity WealthLLC |
992 |
*New |
2024-03-31 |
2,431 |
$245,000 |
2,431 |
|
Symphony Financial Ltd. Co. |
169 |
*New |
2024-03-31 |
2,326 |
$235,000 |
2,326 |
|
Confluence Wealth Services Inc. |
306 |
*New |
2024-03-31 |
2,321 |
$234,000 |
2,321 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
429 |
*New |
2024-03-31 |
2,264 |
$228,000 |
2,264 |
|
Continuum Advisory LLC |
437 |
*New |
2023-12-31 |
2,106 |
$210,000 |
2,106 |
|
CENTRAL VALLEY ADVISORS LLC |
154 |
*New |
2024-03-31 |
2,000 |
$202,000 |
2,000 |
|
MATHER GROUP, INC. |
747 |
*New |
2024-03-31 |
858 |
$86,000 |
858 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
345 |
$35,000 |
345 |
|
TRUST CO OF VERMONT |
|
*New |
2024-03-31 |
330 |
$33,000 |
330 |
|
YHB INVESTMENT ADVISORS, INC. |
539 |
*New |
2024-03-31 |
302 |
$30,000 |
302 |
|
St. James Investment Advisors LLC |
80 |
*New |
2022-12-31 |
175 |
$18,000 |
175 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
906 |
*New |
2023-12-31 |
141 |
$14,000 |
141 |
|
Sunbelt Securities Inc. |
1177 |
*New |
2024-03-31 |
114 |
$12,000 |
114 |
|
SCBT FINANCIAL CORP |
560 |
*New |
2023-12-31 |
10 |
$1,000 |
10 |
|
Rockbridge Investment Management LCC |
869 |
*New |
2023-12-31 |
3 |
$0 |
3 |
|
|
30 Records found
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1
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