|
Institutional
Holders
Total
Institutions:
|
242 21 |
|
Total
shares held :
|
5,215,308 |
|
% of shares
held :
|
15.78% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
110,471 |
|
% of shares
held change :
|
0.33% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.78 |
|
Last
Quarter's Ending
Price :
|
$60.41 |
|
Last
Quarter's Average
Price :
|
$54.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.43 (15.34%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
JANE STREET GROUP LLC |
412 |
- |
2023-12-31 |
456,231 |
$27,561,000 |
403,790 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
307 |
- |
2024-03-31 |
330,971 |
$21,219,000 |
-6,194 |
|
LPL FINANCIAL CORP |
856 |
- |
2023-12-31 |
348,690 |
$21,064,000 |
25,846 |
|
YCMNET ADVISORS INC |
53 |
- |
2023-12-31 |
344,441 |
$20,808,000 |
1,747 |
|
RAYMOND JAMES & ASSOCIATES |
1061 |
- |
2024-03-31 |
186,960 |
$11,986,000 |
-4,648 |
|
ROYAL BANK OF CANADA |
1355 |
- |
2023-12-31 |
196,710 |
$11,884,000 |
10,971 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
834 |
- |
2023-12-31 |
132,038 |
$7,976,000 |
5,292 |
|
J P MORGAN CHASE & CO |
2215 |
- |
2023-12-31 |
122,183 |
$7,381,000 |
122,183 |
|
MORGAN STANLEY |
3558 |
- |
2023-12-31 |
122,023 |
$7,371,000 |
-4,824 |
|
WEST FAMILY INVESTMENTS, INC. |
9 |
- |
2023-12-31 |
116,600 |
$7,044,000 |
0 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
447 |
- |
2023-09-30 |
128,117 |
$6,611,000 |
-57,954 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
618 |
- |
2024-03-31 |
99,995 |
$6,411,000 |
-4,734 |
|
Advisor Group Holdings Inc. |
1065 |
- |
2023-12-31 |
100,561 |
$6,075,000 |
-44,397 |
|
BLAIR WILLIAM & CO/IL |
439 |
- |
2023-12-31 |
90,648 |
$5,476,000 |
-700 |
|
JANNEY MONTGOMERY SCOTT LLC |
755 |
- |
2023-12-31 |
77,343 |
$4,672,000 |
-3,851 |
|
FIL LTD |
593 |
- |
2023-12-31 |
72,545 |
$4,382,000 |
-11,810 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1224 |
- |
2024-03-31 |
65,592 |
$4,205,000 |
-781 |
|
INSTRUMENTAL WEALTH LLC |
|
- |
2023-12-31 |
61,594 |
$3,890,000 |
831 |
|
STIFEL FINANCIAL CORP |
1296 |
- |
2023-12-31 |
59,212 |
$3,577,000 |
-421 |
|
CI Private Wealth LLC |
805 |
- |
2023-12-31 |
57,593 |
$3,479,000 |
-6,539 |
|
TOCQUEVILLE ASSET MANAGEMENT LP |
212 |
- |
2023-12-31 |
57,037 |
$3,446,000 |
-3,148 |
|
PROEQUITIES INC. |
94 |
- |
2023-12-31 |
55,532 |
$3,355,000 |
-1,941 |
|
APPLETON PARTNERS INC/MA |
92 |
- |
2024-03-31 |
50,209 |
$3,219,000 |
-2,599 |
|
OPPENHEIMER & CO INC |
366 |
- |
2023-12-31 |
53,133 |
$3,210,000 |
-3,275 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
154 |
*New |
2024-03-31 |
49,152 |
$3,151,000 |
49,152 |
|
Florin Court Capital LLP |
11 |
- |
2023-12-31 |
49,956 |
$3,018,000 |
23,656 |
|
McGuire Investment Group LLC |
52 |
- |
2024-03-31 |
46,231 |
$2,964,000 |
503 |
|
Joseph P. Lucia & Associates LLC |
16 |
- |
2023-12-31 |
48,667 |
$2,940,000 |
-2,290 |
|
MML INVESTORS SERVICES LLC |
841 |
- |
2023-12-31 |
47,547 |
$2,872,000 |
3,336 |
|
MCCORMACK ADVISORS INTERNATIONAL |
245 |
- |
2023-12-31 |
47,125 |
$2,847,000 |
810 |
|
MONECO Advisors LLC |
58 |
- |
2024-03-31 |
40,884 |
$2,621,000 |
495 |
|
Williams Jones Wealth Management LLC. |
170 |
- |
2023-12-31 |
42,535 |
$2,570,000 |
-2,000 |
|
VALLEY FINANCIAL MANAGEMENT INC. |
25 |
- |
2023-06-30 |
48,678 |
$2,462,000 |
-510 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
108 |
- |
2023-12-31 |
40,507 |
$2,447,000 |
656 |
|
SIMPLEX TRADING LLC |
254 |
- |
2024-03-31 |
37,751 |
$2,420,000 |
35,967 |
|
Stratos Wealth Partners LTD. |
403 |
- |
2024-03-31 |
36,615 |
$2,347,000 |
203 |
|
PRINCIPAL SECURITIES INC. |
228 |
- |
2023-12-31 |
36,828 |
$2,225,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
737 |
- |
2023-12-31 |
35,940 |
$2,171,000 |
7,891 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
35,841 |
$2,165,000 |
1,740 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
401 |
*New |
2023-12-31 |
34,145 |
$2,063,000 |
34,145 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1953 |
- |
2023-12-31 |
31,149 |
$1,882,000 |
-5,212 |
|
FINANCIAL NETWORK |
996 |
- |
2023-12-31 |
30,620 |
$1,850,000 |
1,661 |
|
Rockefeller Capital Management L.P. |
946 |
- |
2023-12-31 |
29,775 |
$1,799,000 |
3,478 |
|
Curbstone Financial Management Corp |
69 |
- |
2024-03-31 |
27,350 |
$1,753,000 |
-100 |
|
TAP Consulting LLC |
80 |
- |
2024-03-31 |
26,600 |
$1,705,000 |
85 |
|
DAVIDSON D A & CO |
547 |
- |
2023-12-31 |
27,725 |
$1,675,000 |
-645 |
|
ETF Store Inc. |
18 |
- |
2023-12-31 |
25,297 |
$1,528,000 |
642 |
|
Kestra Advisory Services LLC |
949 |
- |
2023-12-31 |
24,001 |
$1,450,000 |
2,765 |
|
Apollon Financial LLC |
41 |
- |
2023-12-31 |
23,833 |
$1,440,000 |
0 |
|
BENEDICT FINANCIAL ADVISORS INC |
86 |
*New |
2024-03-31 |
22,232 |
$1,425,000 |
22,232 |
|
NATIONAL BANK OF CANADA /FI/ |
935 |
- |
2023-12-31 |
23,771 |
$1,411,000 |
273 |
|
SCOTIA CAPITAL INC. |
411 |
- |
2023-12-31 |
22,962 |
$1,387,000 |
94 |
|
RMB CAPITAL MANAGEMENT LLC |
268 |
- |
2023-12-31 |
21,973 |
$1,327,000 |
205 |
|
Wambolt & Associates LLC |
85 |
- |
2023-12-31 |
20,081 |
$1,213,000 |
-6,344 |
|
Brookstone Capital Management |
440 |
- |
2024-03-31 |
18,902 |
$1,212,000 |
1,202 |
|
Game Plan Financial Advisors LLC |
48 |
- |
2024-03-31 |
18,862 |
$1,209,000 |
2,727 |
|
Oakmont Partners LLC |
341 |
*New |
2024-03-31 |
18,492 |
$1,186,000 |
18,492 |
|
MGB Wealth Management LLC |
52 |
- |
2023-12-31 |
19,119 |
$1,156,000 |
0 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
18,042 |
$1,090,000 |
1,130 |
|
SYNOVUS FINANCIAL CORP |
414 |
- |
2023-12-31 |
17,944 |
$1,084,000 |
-5,115 |
|
CENTAURUS FINANCIAL INC. |
229 |
- |
2023-12-31 |
17,758 |
$1,073,000 |
-2,914 |
|
BANK OF AMERICA CORP /DE/ |
3966 |
- |
2023-12-31 |
17,661 |
$1,067,000 |
901 |
|
Granite Bay Wealth Management LLC |
196 |
- |
2023-12-31 |
19,359 |
$1,064,000 |
3 |
|
BNP PARIBAS ARBITRAGE SA |
1647 |
- |
2023-12-31 |
17,493 |
$1,057,000 |
550 |
|
Atria Wealth Solutions Inc. |
830 |
- |
2023-12-31 |
17,446 |
$1,054,000 |
387 |
|
Baird Financial Group Inc. |
1123 |
- |
2023-12-31 |
17,233 |
$1,041,000 |
-542 |
|
MULTIFINANCIAL SECURITIES CORP |
758 |
- |
2023-12-31 |
17,085 |
$1,032,000 |
89 |
|
Arkadios Wealth Advisors |
|
- |
2023-12-31 |
16,199 |
$979,000 |
11,178 |
|
OPTIMUM INVESTMENT ADVISORS |
52 |
- |
2024-03-31 |
15,060 |
$966,000 |
636 |
|
UBS Group AG |
3456 |
- |
2023-12-31 |
15,650 |
$945,000 |
615 |
|
Migdal Insurance & Financial Holdings Ltd. |
171 |
- |
2023-12-31 |
14,800 |
$898,000 |
0 |
|
Perigon Wealth Management LLC |
362 |
- |
2023-12-31 |
14,835 |
$896,000 |
413 |
|
CREATIVE PLANNING |
1303 |
- |
2023-12-31 |
14,371 |
$868,000 |
558 |
|
Private Advisor Group LLC |
1193 |
- |
2023-12-31 |
14,180 |
$858,000 |
-113 |
|
Capital Investment Advisory Services LLC |
222 |
- |
2024-03-31 |
12,589 |
$807,000 |
134 |
|
CIBC WORLD MARKETS INC. |
745 |
- |
2023-12-31 |
13,205 |
$798,000 |
292 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
106 |
- |
2024-03-31 |
12,276 |
$787,000 |
-100 |
|
Crescent Grove Advisors LLC |
132 |
- |
2023-12-31 |
12,639 |
$764,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
1276 |
- |
2023-12-31 |
12,555 |
$758,000 |
-222 |
|
ASHFORD CAPITAL MANAGEMENT INC |
76 |
- |
2023-12-31 |
12,324 |
$744,000 |
-518 |
|
Atlantic Trust Group LLC |
722 |
- |
2023-12-31 |
11,655 |
$704,000 |
317 |
|
OROURKE & COMPANY Inc |
58 |
- |
2024-03-31 |
10,776 |
$691,000 |
672 |
|
BAROMETER CAPITAL MANAGEMENT INC. |
80 |
*New |
2023-12-31 |
11,440 |
$691,000 |
11,440 |
|
TD Waterhouse Canada Inc. |
487 |
- |
2023-12-31 |
11,278 |
$685,000 |
-4,417 |
|
NATIONAL ASSET MANAGEMENT, INC. |
676 |
- |
2023-12-31 |
11,152 |
$674,000 |
-5 |
|
Qube Research & Technologies Ltd |
1827 |
- |
2023-12-31 |
10,940 |
$661,000 |
-38 |
|
BEDELL INVESTMENT COUNSELLING |
62 |
- |
2023-12-31 |
10,828 |
$654,000 |
99 |
|
HILLTOP HOLDINGS INC. |
292 |
- |
2023-12-31 |
10,643 |
$643,000 |
134 |
|
Lido Advisors LLC |
684 |
- |
2023-12-31 |
10,586 |
$639,000 |
740 |
|
BURNS WEALTH MANAGEMENT, INC. |
310 |
- |
2023-12-31 |
10,417 |
$629,000 |
59 |
|
PFG Investments LLC |
457 |
- |
2024-03-31 |
9,667 |
$620,000 |
4,762 |
|
COLONY GROUP LLC |
518 |
- |
2023-09-30 |
11,752 |
$606,000 |
30 |
|
WEDBUSH MORGAN SECURITIES INC |
493 |
- |
2023-12-31 |
9,881 |
$597,000 |
2 |
|
MARINER WEALTH ADVISORS, LLC |
1826 |
- |
2023-12-31 |
9,865 |
$596,000 |
187 |
|
FLAGSHIP HARBOR ADVISORS LLC |
354 |
- |
2024-03-31 |
8,851 |
$567,000 |
2,533 |
|
PETERSON WEALTH MANAGEMENT |
39 |
- |
2023-12-31 |
9,078 |
$548,000 |
-50 |
|
Alpha Cubed Investments LLC |
142 |
- |
2024-03-31 |
8,529 |
$547,000 |
5,125 |
|
MONTECITO BANK & TRUST |
169 |
- |
2024-03-31 |
8,540 |
$547,000 |
-500 |
|
SFMG, LLC |
127 |
*New |
2023-12-31 |
8,981 |
$543,000 |
8,981 |
|
Bouchey Financial Group Ltd |
75 |
- |
2024-03-31 |
8,300 |
$532,000 |
0 |
|
|
100 Records found
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1
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