|
Institutional
Holders
Total
Institutions:
|
234 10 |
|
Total
shares held :
|
49,824,104 |
|
% of shares
held :
|
12.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
18 |
|
Amount
of shares held :
|
5,913,065 |
|
% of shares
held change :
|
1.45% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$54.57 |
|
Last
Quarter's Ending
Price :
|
$56.65 |
|
Last
Quarter's Average
Price :
|
$55.00 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.53 (8.24%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
NORTHERN TRUST CORP |
124 |
- |
2023-12-31 |
15,947,819 |
$903,444,000 |
3,805,671 |
|
BESSEMER GROUP INC |
50 |
- |
2023-12-31 |
4,130,125 |
$233,972,000 |
345,779 |
|
BANK OF MONTREAL /CAN/ |
172 |
- |
2023-12-31 |
3,123,589 |
$179,357,000 |
43,547 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
68 |
- |
2024-03-31 |
2,104,253 |
$121,899,000 |
2,016,684 |
|
PURE FINANCIAL ADVISORS, INC. |
10 |
- |
2024-03-31 |
1,449,160 |
$83,950,000 |
103,837 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
170 |
- |
2023-12-31 |
971,679 |
$55,046,000 |
556,401 |
|
Sendero Wealth Management LLC |
2 |
- |
2024-03-31 |
707,661 |
$40,995,000 |
154 |
|
AMERIPRISE FINANCIAL INC |
972 |
- |
2023-12-31 |
584,810 |
$33,126,000 |
448,633 |
|
ALLIANCEBERNSTEIN L.P. |
719 |
- |
2023-12-31 |
566,688 |
$32,103,000 |
43,326 |
|
RAYMOND JAMES & ASSOCIATES |
759 |
- |
2024-03-31 |
359,691 |
$20,837,000 |
8,514 |
|
ROYAL BANK OF CANADA |
1254 |
- |
2023-12-31 |
258,921 |
$14,669,000 |
62,516 |
|
AMG NATIONAL TRUST BANK |
47 |
- |
2024-03-31 |
189,556 |
$10,981,000 |
70,160 |
|
Prairiewood Capital LLC |
4 |
- |
2024-03-31 |
177,582 |
$10,287,000 |
23,691 |
|
SATOVSKY ASSET MANAGEMENT LLC |
11 |
- |
2024-03-31 |
132,242 |
$7,661,000 |
286 |
|
Warren Street Wealth Advisors LLC |
6 |
- |
2024-03-31 |
127,166 |
$7,367,000 |
6,366 |
|
PACK Private Wealth LLC |
7 |
- |
2024-03-31 |
124,282 |
$7,200,000 |
7,184 |
|
STIFEL FINANCIAL CORP |
935 |
- |
2023-12-31 |
122,086 |
$6,916,000 |
21,524 |
|
STERLING INVESTMENT ADVISORS LLC /ADV |
11 |
- |
2024-03-31 |
102,202 |
$5,921,000 |
2,780 |
|
Treasure Coast Financial Planning |
8 |
- |
2024-03-31 |
99,361 |
$5,756,000 |
7,221 |
|
Versant Capital Management Inc |
15 |
- |
2024-03-31 |
95,707 |
$5,544,000 |
8,596 |
|
VALMARK ADVISERS INC |
89 |
- |
2024-03-31 |
94,360 |
$5,466,000 |
1,355 |
|
STEPHENSON NATIONAL BANK & TRUST |
12 |
- |
2024-03-31 |
89,792 |
$5,202,000 |
2,751 |
|
DiMeo Schneider & Associates L.L.C. |
21 |
- |
2024-03-31 |
74,599 |
$4,322,000 |
2,006 |
|
OXFORD FINANCIAL GROUP LTD |
36 |
- |
2023-12-31 |
74,714 |
$4,233,000 |
469 |
|
Equitable Holdings Inc. |
259 |
- |
2023-12-31 |
70,906 |
$4,017,000 |
14,709 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
70,764 |
$4,008,000 |
70,764 |
|
Summit Financial LLC |
57 |
- |
2024-03-31 |
68,143 |
$3,948,000 |
66 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1305 |
- |
2024-03-31 |
63,446 |
$3,675,000 |
892 |
|
FINANCIAL NETWORK |
791 |
- |
2023-12-31 |
53,666 |
$3,040,000 |
9,445 |
|
Chemistry Wealth Management LLC |
26 |
- |
2024-03-31 |
48,339 |
$2,800,000 |
132 |
|
EVOKE WEALTH LLC |
199 |
- |
2023-12-31 |
45,934 |
$2,602,000 |
41,515 |
|
BOLTWOOD CAPITAL MANAGEMENT |
39 |
- |
2024-03-31 |
40,015 |
$2,318,000 |
17,360 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1693 |
- |
2024-03-31 |
38,519 |
$2,231,000 |
1,540 |
|
Landmark Wealth Management LLC |
29 |
- |
2024-03-31 |
34,914 |
$2,023,000 |
2,197 |
|
REGAL INVESTMENT ADVISORS, LLC |
155 |
- |
2023-12-31 |
35,612 |
$2,017,000 |
805 |
|
Baird Financial Group Inc. |
953 |
- |
2023-12-31 |
32,768 |
$1,856,000 |
14,250 |
|
Money Design Co.Ltd. |
72 |
- |
2024-03-31 |
29,911 |
$1,733,000 |
2,242 |
|
SAGE RHINO CAPITAL LLC |
59 |
- |
2024-03-31 |
26,257 |
$1,521,000 |
2,345 |
|
MANUFACTURERES LIFE INSURANCE CO |
1633 |
- |
2023-12-31 |
24,095 |
$1,365,000 |
14,471 |
|
One + One Wealth Management LLC |
34 |
- |
2024-03-31 |
23,346 |
$1,352,000 |
9,713 |
|
COMERICA BANK |
1423 |
- |
2023-12-31 |
21,807 |
$1,235,000 |
15,376 |
|
OneAscent Financial Services LLC |
107 |
- |
2024-03-31 |
20,987 |
$1,216,000 |
930 |
|
REGIS MANAGEMENT CO LLC |
20 |
- |
2024-03-31 |
19,950 |
$1,156,000 |
2,150 |
|
PERRITT CAPITAL MANAGEMENT INC |
27 |
- |
2023-12-31 |
19,263 |
$1,091,000 |
50 |
|
Sawtooth Asset Management Inc. |
438 |
- |
2023-12-31 |
17,928 |
$1,016,000 |
1,042 |
|
Brio Consultants LLC |
60 |
- |
2024-03-31 |
16,445 |
$953,000 |
6,504 |
|
INGALLS & SNYDER LLC |
214 |
- |
2023-12-31 |
16,290 |
$923,000 |
4,025 |
|
MML INVESTORS SERVICES LLC |
1550 |
- |
2023-12-31 |
12,742 |
$722,000 |
3,363 |
|
HIGHTOWER ADVISORS, LLC |
2082 |
- |
2024-03-31 |
10,792 |
$624,000 |
2,021 |
|
Dupree Financial Group LLC |
36 |
- |
2024-03-31 |
9,242 |
$535,000 |
230 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2289 |
- |
2024-03-31 |
8,375 |
$485,000 |
592 |
|
CGC Financial Services LLC |
34 |
- |
2024-03-31 |
6,240 |
$361,000 |
919 |
|
Pathway Financial Advisors LLC |
112 |
- |
2024-03-31 |
5,991 |
$347,000 |
2,065 |
|
Interchange Capital Partners LLC |
110 |
- |
2024-03-31 |
5,681 |
$335,000 |
505 |
|
Envestnet Portfolio Solutions Inc. |
1348 |
- |
2024-03-31 |
5,270 |
$305,000 |
97 |
|
Qube Research & Technologies Ltd |
2212 |
- |
2023-12-31 |
5,381 |
$305,000 |
983 |
|
RAYMOND JAMES TRUST CO |
1183 |
- |
2024-03-31 |
3,521 |
$204,000 |
3,521 |
|
Capital Analysts Inc. |
451 |
- |
2023-12-31 |
2,854 |
$162,000 |
2,613 |
|
Stone House Investment Management LLC |
53 |
- |
2023-12-31 |
1,938 |
$110,000 |
2 |
|
AdvisorNet Financial Inc |
837 |
- |
2024-03-31 |
785 |
$45,000 |
9 |
|
Aptus Capital Advisors LLC |
750 |
- |
2023-12-31 |
305 |
$17,000 |
5 |
|
IFP Advisors Inc |
2009 |
- |
2023-12-31 |
259 |
$15,000 |
59 |
|
FTB Advisors Inc. |
1454 |
- |
2024-03-31 |
237 |
$14,000 |
42 |
|
Ronald Blue Trust Inc. |
1384 |
- |
2024-03-31 |
219 |
$13,000 |
63 |
|
HARBOUR INVESTMENTS INC. |
2098 |
- |
2023-12-31 |
195 |
$11,000 |
4 |
|
Farther Finance Advisors LLC |
1602 |
- |
2023-12-31 |
168 |
$10,000 |
19 |
|
FAIRFIELD RESEARCH CORP |
321 |
- |
2023-12-31 |
150 |
$8,000 |
150 |
|
NBC SECURITIES INC. |
2047 |
- |
2024-03-31 |
9 |
$1,000 |
9 |
|
|
68 Records found
|
1
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