|
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 |
BENJAMIN F. EDWARDS & COMPANY INC. |
178 |
*New |
2024-03-31 |
107,230 |
$6,874,000 |
107,230 |
|
J.W. COLE ADVISORS INC. |
107 |
*New |
2024-03-31 |
63,919 |
$4,098,000 |
63,919 |
|
Aveo Capital Partners LLC |
73 |
*New |
2024-03-31 |
56,503 |
$3,433,000 |
56,503 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
154 |
*New |
2024-03-31 |
49,152 |
$3,151,000 |
49,152 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
401 |
*New |
2023-12-31 |
34,145 |
$2,063,000 |
34,145 |
|
BENEDICT FINANCIAL ADVISORS INC |
86 |
*New |
2024-03-31 |
22,232 |
$1,425,000 |
22,232 |
|
Oakmont Partners LLC |
341 |
*New |
2024-03-31 |
18,492 |
$1,186,000 |
18,492 |
|
Brown Miller Wealth Management LLC |
78 |
*New |
2024-03-31 |
8,239 |
$528,000 |
8,239 |
|
Ground Swell Capital LLC |
14 |
*New |
2023-12-31 |
7,417 |
$448,000 |
7,417 |
|
BNC WEALTH MANAGEMENT LLC |
78 |
*New |
2024-03-31 |
5,717 |
$367,000 |
5,717 |
|
IPG Investment Advisors LLC |
142 |
*New |
2023-12-31 |
5,110 |
$309,000 |
5,110 |
|
TWO SIGMA SECURITIES LLC |
659 |
*New |
2023-12-31 |
4,654 |
$281,000 |
4,654 |
|
BECK CAPITAL MANAGEMENT LLC |
100 |
*New |
2023-12-31 |
4,442 |
$268,000 |
4,442 |
|
Kaizen Financial Strategies |
98 |
*New |
2024-03-31 |
4,128 |
$265,000 |
4,128 |
|
BENJAMIN EDWARDS INC |
295 |
*New |
2024-03-31 |
4,121 |
$264,000 |
4,121 |
|
EVERCORE WEALTH MANAGEMENT, LLC |
370 |
*New |
2023-12-31 |
4,360 |
$263,000 |
4,360 |
|
Core Wealth Partners LLC |
115 |
*New |
2024-03-31 |
3,683 |
$236,000 |
3,683 |
|
Csenge Advisory Group |
654 |
*New |
2024-03-31 |
3,361 |
$215,000 |
3,361 |
|
STEPHENS INC /AR/ |
1061 |
*New |
2023-12-31 |
3,491 |
$211,000 |
3,491 |
|
Sound View Wealth Advisors Group LLC |
353 |
*New |
2024-03-31 |
3,250 |
$208,000 |
3,250 |
|
WSFS CAPITAL MANAGEMENT LLC |
386 |
*New |
2024-03-31 |
3,200 |
$205,000 |
3,200 |
|
Ameliora Wealth Management Ltd. |
90 |
*New |
2024-03-31 |
3,000 |
$192,000 |
3,000 |
|
Belvedere Trading LLC |
104 |
*New |
2024-03-31 |
1,930 |
$124,000 |
1,930 |
|
PFS Partners LLC |
110 |
*New |
2024-03-31 |
950 |
$61,000 |
950 |
|
Ahrens Investment Partners LLC |
324 |
*New |
2023-03-31 |
1,030 |
$49,000 |
1,030 |
|
Register Financial Advisors LLC |
505 |
*New |
2024-03-31 |
200 |
$13,000 |
200 |
|
Planning Capital Management Corp |
389 |
*New |
2024-03-31 |
188 |
$12,000 |
188 |
|
BESSEMER GROUP INC |
1729 |
*New |
2023-12-31 |
100 |
$6,000 |
100 |
|
Farmers & Merchants Trust Co of Chambersburg PA |
389 |
*New |
2024-03-31 |
25 |
$2,000 |
25 |
|
Aspire Private Capital LLC |
620 |
*New |
2024-03-31 |
16 |
$1,000 |
16 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
276 |
*New |
2024-03-31 |
15 |
$0 |
15 |
|
|
31 Records found
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1
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