| |
Institutional
Holders
Total
Institutions:
 |
43  1 |
|
|
Total
shares held :
|
3,231,183 |
|
|
% of shares
held :
|
35.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
|
Amount
of shares held :
|
109,230 |
|
|
% of shares
held change :
|
 1.21% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.55 |
|
|
Last
Quarter's Ending
Price :
|
$52.49 |
|
|
Last
Quarter's Average
Price :
|
$48.07 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
5.77 (12%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GOLDMAN SACHS GROUP INC/ |
650 |
- |
2023-12-31 |
2,021,017 |
$106,245,000 |
-74,285 |
|
| Berger Financial Group Inc |
10 |
- |
2024-03-31 |
404,070 |
$22,680,000 |
24,219 |
|
| Highland Financial Advisors LLC |
8 |
- |
2023-12-31 |
189,179 |
$9,930,000 |
81,032 |
|
| JANE STREET GROUP LLC |
1211 |
- |
2023-12-31 |
128,591 |
$6,750,000 |
99,371 |
|
| SOL CAPITAL MANAGEMENT CO |
39 |
- |
2024-03-31 |
90,197 |
$5,063,000 |
1,578 |
|
| HBW Advisory Services LLC |
19 |
- |
2024-03-31 |
93,699 |
$4,918,000 |
0 |
|
| Gladstone Institutional Advisory LLC |
98 |
- |
2023-12-31 |
93,464 |
$4,906,000 |
1,715 |
|
| BANK OF AMERICA CORP /DE/ |
3557 |
- |
2023-12-31 |
36,661 |
$1,924,000 |
-5,996 |
|
| HIGHTOWER ADVISORS, LLC |
1493 |
- |
2023-12-31 |
32,634 |
$1,716,000 |
20,385 |
|
| Consolidated Planning Corp |
81 |
- |
2023-12-31 |
24,478 |
$1,285,000 |
-2,037 |
|
| Ten Capital Wealth Advisors LLC |
33 |
- |
2023-06-30 |
24,815 |
$1,219,000 |
-1,863 |
|
| CRESTWOOD ADVISORS LLC |
200 |
- |
2023-12-31 |
22,613 |
$1,187,000 |
-989 |
|
| RAYMOND JAMES & ASSOCIATES |
2504 |
- |
2024-03-31 |
19,985 |
$1,122,000 |
-197 |
|
| CITADEL ADVISORS LLC |
2926 |
- |
2023-12-31 |
19,067 |
$1,001,000 |
19,067 |
|
| STEPHENS INC /AR/ |
618 |
- |
2023-12-31 |
13,871 |
$728,000 |
0 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3475 |
- |
2023-12-31 |
11,637 |
$611,000 |
-9,166 |
|
| Resources Investment Advisors Inc. |
803 |
- |
2023-12-31 |
7,577 |
$398,000 |
0 |
|
| CAPTRUST FINANCIAL ADVISORS |
1938 |
- |
2023-12-31 |
7,224 |
$379,000 |
-2,676 |
|
| QUANTITATIVE ADVANTAGE LLC |
102 |
- |
2023-03-31 |
8,028 |
$372,000 |
2 |
|
| KB FINANCIAL PARTNERS LLC |
128 |
- |
2023-09-30 |
7,577 |
$354,000 |
0 |
|
| LPL FINANCIAL CORP |
3917 |
- |
2023-12-31 |
6,540 |
$343,000 |
-193 |
|
| Herold Advisors Inc. |
194 |
- |
2023-12-31 |
6,291 |
$330,000 |
0 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3222 |
- |
2023-12-31 |
4,947 |
$260,000 |
14 |
|
| WELLS FARGO & CO/MN |
3806 |
- |
2023-12-31 |
4,423 |
$232,000 |
0 |
|
| BANK OF MONTREAL /CAN/ |
2696 |
- |
2023-12-31 |
3,009 |
$159,000 |
-2,016 |
|
| CWM LLC |
1813 |
- |
2024-03-31 |
1,925 |
$108,000 |
4 |
|
| ROYAL BANK OF CANADA |
4954 |
- |
2023-12-31 |
1,892 |
$99,000 |
1,889 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1875 |
- |
2023-12-31 |
1,422 |
$75,000 |
0 |
|
| MORGAN STANLEY |
5890 |
- |
2023-12-31 |
1,143 |
$60,000 |
32 |
|
| AMERICAN NATIONAL BANK |
324 |
- |
2024-03-31 |
880 |
$49,000 |
-15 |
|
| TD CAPITAL MANAGEMENT LLC |
200 |
- |
2023-12-31 |
751 |
$39,000 |
0 |
|
| Glassman Wealth Services |
552 |
- |
2023-12-31 |
646 |
$34,000 |
0 |
|
| TD Waterhouse Canada Inc. |
1086 |
- |
2023-12-31 |
470 |
$26,000 |
-500 |
|
| COMERICA BANK |
2892 |
- |
2023-12-31 |
467 |
$25,000 |
0 |
|
| UBS Group AG |
5783 |
- |
2023-12-31 |
371 |
$19,000 |
208 |
|
| Milestone Investment Advisors LLC |
104 |
- |
2023-12-31 |
361 |
$19,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
501 |
- |
2024-03-31 |
207 |
$12,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
2159 |
- |
2023-12-31 |
171 |
$9,000 |
0 |
|
| Goss Wealth Management LLC |
2885 |
- |
2023-12-31 |
175 |
$9,000 |
0 |
|
| FMR LLC |
4306 |
- |
2023-12-31 |
103 |
$5,000 |
20 |
|
| Advisor Group Holdings Inc. |
6237 |
- |
2023-12-31 |
47 |
$2,000 |
-380 |
|
| Concord Wealth Partners |
733 |
- |
2023-12-31 |
36 |
$2,000 |
0 |
|
| MODERA WEALTH MANAGEMENT, LLC |
525 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,287 |
|
| SOA Wealth Advisors LLC. |
808 |
*Closed |
2024-03-31 |
0 |
$0 |
-19 |
|
| PROEQUITIES INC. |
3135 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| Toroso Investments LLC |
1437 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,999 |
|
| DHJJ Financial Advisors Ltd. |
774 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
| LEGACY PRIVATE TRUST CO. |
229 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,508 |
|
|
48 Records found
|
1
|
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