| |
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 |
  Kelman-Lazarov Inc. |
15 |
- |
2024-03-31 |
268,905 |
$11,668,000 |
-25,631 |
|
| DEUTSCHE BANK AG |
1005 |
- |
2023-12-31 |
218,539 |
$9,670,000 |
-37,943 |
|
| MORGAN STANLEY |
3934 |
- |
2023-12-31 |
99,526 |
$4,404,000 |
-20,273 |
|
| BLACKROCK INC. |
3533 |
- |
2024-03-31 |
99,545 |
$4,319,000 |
-4,664 |
|
| JANE STREET GROUP LLC |
1683 |
- |
2023-12-31 |
90,587 |
$4,008,000 |
-49,432 |
|
| WEALTHSOURCE PARTNERS LLC |
92 |
- |
2023-12-31 |
61,629 |
$2,727,000 |
-10,866 |
|
| HIGHTOWER ADVISORS, LLC |
1257 |
- |
2024-03-31 |
61,663 |
$2,675,000 |
-1,796 |
|
| BANK OF AMERICA CORP /DE/ |
3340 |
- |
2023-12-31 |
58,489 |
$2,588,000 |
-20,024 |
|
| AMERIPRISE FINANCIAL INC |
2876 |
- |
2023-12-31 |
38,370 |
$1,698,000 |
-15,672 |
|
| RESOLUTE FINANCIAL LLC |
18 |
- |
2022-12-31 |
34,910 |
$1,519,000 |
-5,820 |
|
| EP WEALTH ADVISORS, INC. |
303 |
- |
2023-12-31 |
32,734 |
$1,448,000 |
-633 |
|
| APEX INVESTMENT SERVICES, INC. |
28 |
- |
2024-03-31 |
30,439 |
$1,321,000 |
-614 |
|
| FFG RETIREMENT ADVISORS LLC |
40 |
- |
2024-03-31 |
18,599 |
$807,000 |
-133,895 |
|
| PARK AVENUE SECURITIES LLC |
759 |
- |
2024-03-31 |
18,434 |
$800,000 |
-82 |
|
| Family Asset Management LLC |
54 |
- |
2023-12-31 |
15,425 |
$683,000 |
-9,259 |
|
| Retirement Solution Inc. |
24 |
- |
2024-03-31 |
14,018 |
$608,000 |
-842 |
|
| INTL FCSTONE INC. |
206 |
- |
2024-03-31 |
13,156 |
$571,000 |
-58 |
|
| Csenge Advisory Group |
443 |
- |
2024-03-31 |
11,134 |
$483,000 |
-134 |
|
| RAYMOND JAMES & ASSOCIATES |
3056 |
- |
2024-03-31 |
10,760 |
$467,000 |
-1,022 |
|
| Merit Financial Group LLC |
595 |
- |
2024-03-31 |
10,182 |
$434,000 |
-3,172 |
|
| ShoreHaven Wealth Partners LLC |
59 |
- |
2024-03-31 |
8,225 |
$357,000 |
-7,884 |
|
| Advisor Group Holdings Inc. |
3363 |
- |
2024-03-31 |
6,522 |
$283,000 |
-10,822 |
|
| Level Financial Advisors Inc. |
63 |
- |
2024-03-31 |
6,485 |
$281,000 |
-1,411 |
|
| ROYAL BANK OF CANADA |
4177 |
- |
2023-12-31 |
6,241 |
$276,000 |
-1,100 |
|
| Integrated Wealth Concepts LLC |
1372 |
- |
2023-12-31 |
5,300 |
$235,000 |
-20,016 |
|
| Shared Vision Wealth Group LLC |
73 |
- |
2024-03-31 |
4,823 |
$209,000 |
-348 |
|
| MATHER GROUP, INC. |
522 |
- |
2024-03-31 |
4,611 |
$204,000 |
-917 |
|
| First Affirmative Financial Network |
223 |
- |
2024-03-31 |
4,633 |
$201,000 |
-123 |
|
| Pinnacle Bank |
213 |
- |
2024-03-31 |
4,174 |
$181,000 |
-23 |
|
| Mechanics Financial Corp |
143 |
- |
2024-03-31 |
1,858 |
$81,000 |
-684 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
399 |
- |
2022-12-31 |
1,637 |
$71,000 |
-54 |
|
| US BANCORP |
2564 |
- |
2024-03-31 |
1,449 |
$63,000 |
-10,737 |
|
| Tortoise Investment Management LLC |
422 |
- |
2024-03-31 |
845 |
$37,000 |
-2,473 |
|
| LGT Financial Advisors LLC |
373 |
- |
2024-03-31 |
414 |
$18,000 |
-2 |
|
| FTB Advisors Inc. |
1823 |
- |
2024-03-31 |
116 |
$5,000 |
-563 |
|
| Farther Finance Advisors LLC |
1979 |
- |
2023-12-31 |
122 |
$5,000 |
-150 |
|
|
36 Records found
|
1
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