| |
Institutional
Holders
Total
Institutions:
 |
349  4 |
|
|
Total
shares held :
|
97,356,584 |
|
|
% of shares
held :
|
48.39% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
|
Amount
of shares held :
|
2,587,200 |
|
|
% of shares
held change :
|
 1.29% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.28 |
|
|
Last
Quarter's Ending
Price :
|
$40.91 |
|
|
Last
Quarter's Average
Price :
|
$39.21 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
7.14 (18.21%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  SUMITOMO MITSUI TRUST HOLDINGS, INC. |
38 |
- |
2024-03-31 |
13,800,000 |
$607,890,000 |
0 |
|
| NEPC LLC |
20 |
- |
2023-12-31 |
381,875 |
$15,623,000 |
0 |
|
| DEUTSCHE BANK AG |
980 |
- |
2023-12-31 |
250,000 |
$10,228,000 |
0 |
|
| E Fund Management Co. Ltd. |
39 |
- |
2023-12-31 |
85,540 |
$3,499,000 |
0 |
|
| CATALYST CAPITAL ADVISORS LLC |
89 |
- |
2024-03-31 |
73,500 |
$3,238,000 |
0 |
|
| Bridgewater Advisors Inc. |
61 |
- |
2024-03-31 |
38,553 |
$1,698,000 |
0 |
|
| FORBES J M & CO LLP |
72 |
- |
2024-03-31 |
28,711 |
$1,265,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
270 |
- |
2024-03-31 |
25,500 |
$1,123,000 |
0 |
|
| CARRET ASSET MANAGEMENT |
142 |
- |
2024-03-31 |
23,673 |
$1,043,000 |
0 |
|
| Diligent Investors LLC |
128 |
- |
2024-03-31 |
19,788 |
$872,000 |
0 |
|
| CLS INVESTMENT FIRM LLC |
776 |
- |
2022-12-31 |
24,001 |
$869,000 |
0 |
|
| Sargent Investment Group LLC |
91 |
- |
2024-03-31 |
19,081 |
$841,000 |
0 |
|
| BROWN ADVISORY HOLDINGS INC |
868 |
- |
2024-03-31 |
15,659 |
$690,000 |
0 |
|
| Pathway Financial Advisors LLC |
69 |
- |
2024-03-31 |
14,409 |
$635,000 |
0 |
|
| Bank of Marin |
70 |
- |
2024-03-31 |
12,748 |
$562,000 |
0 |
|
| Vista Wealth Management Group LLC |
110 |
- |
2024-03-31 |
12,000 |
$529,000 |
0 |
|
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
337 |
- |
2024-03-31 |
11,944 |
$526,000 |
0 |
|
| WEIL COMPANY INC |
87 |
- |
2024-03-31 |
11,943 |
$526,000 |
0 |
|
| PECAUT & CO. |
57 |
- |
2024-03-31 |
10,355 |
$456,000 |
0 |
|
| SEGMENT WEALTH MANAGEMENT, LLC |
186 |
- |
2024-03-31 |
9,500 |
$418,000 |
0 |
|
| Derbend Asset Management |
82 |
- |
2024-03-31 |
8,652 |
$381,000 |
0 |
|
| Lee Financial CORP |
122 |
- |
2023-12-31 |
6,188 |
$253,000 |
0 |
|
| HERITAGE INVESTORS MANAGEMENT CORP |
219 |
- |
2024-03-31 |
5,685 |
$250,000 |
0 |
|
| Anchor Investment Management LLC |
319 |
- |
2023-12-31 |
5,961 |
$244,000 |
0 |
|
| Access Investment Management LLC |
76 |
- |
2024-03-31 |
5,370 |
$237,000 |
0 |
|
| Bell Investment Advisors Inc |
106 |
- |
2024-03-31 |
3,985 |
$176,000 |
0 |
|
| Larson Financial Group LLC |
512 |
- |
2024-03-31 |
2,575 |
$113,000 |
0 |
|
| Washington Trust Advisors Inc. |
246 |
- |
2024-03-31 |
2,444 |
$108,000 |
0 |
|
| Laurel Wealth Advisors LLC |
226 |
- |
2023-12-31 |
2,368 |
$97,000 |
0 |
|
| Impact Partnership Wealth LLC |
272 |
- |
2023-12-31 |
2,063 |
$84,000 |
0 |
|
| BFSG LLC |
335 |
- |
2024-03-31 |
1,877 |
$83,000 |
0 |
|
| HARTFORD FINANCIAL MANAGEMENT INC. |
212 |
- |
2024-03-31 |
1,312 |
$58,000 |
0 |
|
| HOLLENCREST SECURITIES LLC |
478 |
- |
2024-03-31 |
1,210 |
$53,000 |
0 |
|
| Key Financial Inc |
491 |
- |
2024-03-31 |
837 |
$34,000 |
0 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
457 |
- |
2023-12-31 |
804 |
$33,000 |
0 |
|
| Retirement Group LLC |
291 |
- |
2024-03-31 |
735 |
$32,000 |
0 |
|
| Beaird Harris Wealth Management LLC |
234 |
- |
2023-12-31 |
662 |
$27,000 |
0 |
|
| Coastal Capital Group Inc. |
275 |
- |
2023-06-30 |
655 |
$25,000 |
0 |
|
| HBC Financial Services PLLC |
91 |
- |
2024-03-31 |
511 |
$23,000 |
0 |
|
| Smartleaf Asset Management LLC |
709 |
- |
2024-03-31 |
532 |
$22,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
434 |
- |
2024-03-31 |
415 |
$18,000 |
0 |
|
| GPS Wealth Strategies Group LLC |
778 |
- |
2024-03-31 |
335 |
$15,000 |
0 |
|
| Beacon Capital Management LLC |
462 |
- |
2023-12-31 |
351 |
$13,000 |
0 |
|
| Financial Perspectives Inc |
457 |
- |
2024-03-31 |
217 |
$10,000 |
0 |
|
| SALEM INVESTMENT COUNSELORS INC |
847 |
- |
2024-03-31 |
200 |
$9,000 |
0 |
|
| FIRST FINANCIAL CORP /IN/ |
360 |
- |
2024-03-31 |
189 |
$8,000 |
0 |
|
| Signature Resources Capital Management LLC |
216 |
- |
2024-03-31 |
180 |
$7,000 |
0 |
|
| Bogart Wealth LLC |
686 |
- |
2024-03-31 |
154 |
$7,000 |
0 |
|
| NBC SECURITIES INC. |
1753 |
- |
2024-03-31 |
178 |
$7,000 |
0 |
|
| Archer Investment Corp |
698 |
- |
2024-03-31 |
155 |
$7,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
315 |
- |
2024-03-31 |
154 |
$6,000 |
0 |
|
| SIGNATUREFD, LLC |
2562 |
- |
2024-03-31 |
100 |
$4,000 |
0 |
|
| TOWER RESEARCH CAPITAL LLC |
4984 |
- |
2023-12-31 |
99 |
$4,000 |
0 |
|
| Sunbelt Securities Inc. |
1385 |
- |
2024-03-31 |
98 |
$4,000 |
0 |
|
| Spectrum Wealth Counsel LLC |
332 |
- |
2024-03-31 |
36 |
$2,000 |
0 |
|
| HILLSDALE INVESTMENT MANAGEMENT INC. |
580 |
- |
2024-03-31 |
27 |
$1,000 |
0 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
587 |
- |
2024-03-31 |
25 |
$1,000 |
0 |
|
| Covestor Ltd |
2120 |
- |
2024-03-31 |
19 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
4390 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
59 Records found
|
1
|
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