|
Institutional
Holders
Total
Institutions:
|
133 24 |
|
Total
shares held :
|
7,562,749 |
|
% of shares
held :
|
79.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
2,946,705 |
|
% of shares
held change :
|
30.86% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.23 |
|
Last
Quarter's Ending
Price :
|
$44.25 |
|
Last
Quarter's Average
Price :
|
$42.25 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.12 (0.28%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
TOWNSQUARE CAPITAL LLC |
135 |
*New |
2023-12-31 |
190,149 |
$8,414,000 |
190,149 |
|
McGuire Investment Group LLC |
39 |
*New |
2024-03-31 |
114,350 |
$4,962,000 |
114,350 |
|
HPM Partners LLC |
|
*New |
2023-12-31 |
49,154 |
$2,175,000 |
49,154 |
|
EisnerAmper Wealth Management Corporate Benefits L |
44 |
*New |
2023-12-31 |
28,693 |
$1,270,000 |
28,693 |
|
Alliance Wealth Advisors LLC /UT |
70 |
*New |
2023-12-31 |
24,232 |
$1,072,000 |
24,232 |
|
Wallace Advisory Group LLC |
39 |
*New |
2024-03-31 |
20,463 |
$905,000 |
20,463 |
|
Laurel Wealth Advisors Inc. |
240 |
*New |
2022-12-31 |
20,363 |
$886,000 |
20,363 |
|
Arete Wealth Advisors LLC |
296 |
*New |
2023-12-31 |
18,189 |
$805,000 |
18,189 |
|
GTS SECURITIES LLC |
918 |
*New |
2023-12-31 |
10,670 |
$472,000 |
10,670 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
830 |
*New |
2024-03-31 |
10,615 |
$461,000 |
10,615 |
|
ARBOR TRUST WEALTH ADVISORS LLC |
68 |
*New |
2024-03-31 |
10,415 |
$441,000 |
10,415 |
|
Coastal Capital Group Inc. |
53 |
*New |
2023-06-30 |
9,607 |
$421,000 |
9,607 |
|
OLD MISSION CAPITAL LLC |
664 |
*New |
2023-12-31 |
9,363 |
$414,000 |
9,363 |
|
NewEdge Wealth LLC |
612 |
*New |
2024-03-31 |
9,127 |
$387,000 |
9,127 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1492 |
*New |
2023-12-31 |
8,311 |
$368,000 |
8,311 |
|
BARTLETT & CO. LLC |
395 |
*New |
2023-12-31 |
7,380 |
$326,000 |
7,380 |
|
MML INVESTORS SERVICES LLC |
2062 |
*New |
2023-12-31 |
6,433 |
$285,000 |
6,433 |
|
DFPG INVESTMENTS INC. |
573 |
*New |
2023-12-31 |
5,269 |
$232,000 |
5,269 |
|
Betterment LLC |
346 |
*New |
2024-03-31 |
5,066 |
$220,000 |
5,066 |
|
PAYDENFUNDS |
120 |
*New |
2023-09-30 |
4,553 |
$190,000 |
4,553 |
|
FIXED INCOME SECURITIES INC |
1240 |
*New |
2023-12-31 |
1,555 |
$69,000 |
1,555 |
|
Atlantic Trust Group LLC |
1600 |
*New |
2024-03-31 |
1,370 |
$59,000 |
1,370 |
|
ANCORA ADVISORS, LLC |
916 |
*New |
2023-12-31 |
1,000 |
$44,000 |
1,000 |
|
Global Retirement Partners LLC |
1456 |
*New |
2024-03-31 |
996 |
$43,000 |
996 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2214 |
*New |
2023-12-31 |
706 |
$31,000 |
706 |
|
CWM LLC |
3378 |
*New |
2024-03-31 |
197 |
$9,000 |
197 |
|
|
26 Records found
|
1
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