|
Institutional
Holders
Total
Institutions:
|
46 4 |
|
Total
shares held :
|
1,337,721 |
|
% of shares
held :
|
1.49% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
-200,584 |
|
% of shares
held change :
|
-0.22% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$48.08 |
|
Last
Quarter's Ending
Price :
|
$48.81 |
|
Last
Quarter's Average
Price :
|
$48.10 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.38 (7.03%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
IAG Wealth Partners LLC |
11 |
*New |
2023-12-31 |
254,525 |
$12,423,000 |
254,525 |
|
Beaumont Financial Advisors LLC |
29 |
- |
2023-12-31 |
254,408 |
$12,418,000 |
23,631 |
|
Morton Capital Management LLC/CA |
9 |
- |
2024-03-31 |
181,862 |
$9,262,000 |
39,448 |
|
CULTIVAR CAPITAL INC. |
5 |
- |
2023-12-31 |
131,149 |
$6,401,000 |
0 |
|
Aveo Capital Partners LLC |
46 |
- |
2023-12-31 |
111,393 |
$5,437,000 |
-794 |
|
LPL FINANCIAL CORP |
2092 |
- |
2023-12-31 |
58,407 |
$2,851,000 |
-86,626 |
|
MORGAN STANLEY |
4231 |
- |
2023-12-31 |
54,697 |
$2,670,000 |
37,098 |
|
WELLS FARGO & CO/MN |
2665 |
- |
2023-12-31 |
32,300 |
$1,577,000 |
-17,920 |
|
MERCER GLOBAL ADVISORS INC /ADV |
834 |
- |
2023-12-31 |
29,916 |
$1,460,000 |
-9,003 |
|
Financial Advisory Service Inc. |
|
- |
2023-12-31 |
25,817 |
$1,260,000 |
-540 |
|
Baird Financial Group Inc. |
1068 |
- |
2023-12-31 |
25,154 |
$1,228,000 |
-11,929 |
|
UBS Group AG |
3290 |
- |
2023-12-31 |
23,781 |
$1,161,000 |
-3,207 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
33 |
- |
2023-12-31 |
17,603 |
$859,000 |
-65 |
|
Advisor Group Holdings Inc. |
2968 |
- |
2023-12-31 |
12,629 |
$616,000 |
-2,153 |
|
Ropes Wealth Advisors LLC |
137 |
- |
2023-09-30 |
12,403 |
$609,000 |
0 |
|
Adviser Investments LLC |
356 |
*New |
2023-12-31 |
12,403 |
$605,000 |
12,403 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
417 |
- |
2023-12-31 |
12,198 |
$595,000 |
0 |
|
ORG Partners LLC |
151 |
- |
2023-12-31 |
11,676 |
$570,000 |
-94 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2327 |
- |
2023-12-31 |
11,279 |
$551,000 |
1,004 |
|
DAVID R. RAHN & ASSOCIATES INC. |
51 |
- |
2024-03-31 |
10,041 |
$511,000 |
-191 |
|
HIGHTOWER ADVISORS, LLC |
2333 |
- |
2023-12-31 |
9,322 |
$455,000 |
-16,319 |
|
ROYAL BANK OF CANADA |
3772 |
- |
2023-12-31 |
8,913 |
$435,000 |
-20 |
|
BANK OF AMERICA CORP /DE/ |
4585 |
- |
2023-12-31 |
8,608 |
$420,000 |
2,040 |
|
PURE FINANCIAL ADVISORS, INC. |
223 |
- |
2024-03-31 |
7,806 |
$398,000 |
-47 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
8,027 |
$392,000 |
122 |
|
Firestone Capital Management |
85 |
- |
2023-12-31 |
7,654 |
$374,000 |
11 |
|
ENVESTNET ASSET MANAGEMENT INC |
3464 |
- |
2023-12-31 |
7,619 |
$372,000 |
56 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4186 |
- |
2023-12-31 |
7,450 |
$364,000 |
-1,161 |
|
CREATIVE PLANNING |
2022 |
- |
2023-12-31 |
6,683 |
$326,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3049 |
- |
2023-12-31 |
6,584 |
$321,000 |
1,544 |
|
ANCORA ADVISORS, LLC |
601 |
- |
2023-12-31 |
5,141 |
$251,000 |
-1,062 |
|
GOLDMAN SACHS GROUP INC/ |
4162 |
- |
2023-12-31 |
4,466 |
$218,000 |
4,466 |
|
MULTIFINANCIAL SECURITIES CORP |
1591 |
*New |
2023-12-31 |
4,402 |
$215,000 |
4,402 |
|
CITIGROUP INC |
3153 |
- |
2023-12-31 |
2,892 |
$141,000 |
179 |
|
HARBOUR INVESTMENTS INC. |
1022 |
- |
2023-12-31 |
2,711 |
$132,000 |
-290 |
|
Spire Wealth Management |
931 |
- |
2023-12-31 |
2,754 |
$127,000 |
-1,186 |
|
Sachetta LLC |
242 |
- |
2023-12-31 |
1,085 |
$53,000 |
0 |
|
Jackson Hole Capital Partners LLC |
219 |
- |
2023-12-31 |
1,000 |
$49,000 |
0 |
|
FMR LLC |
3433 |
- |
2023-12-31 |
864 |
$42,000 |
687 |
|
Castleview Partners LLC |
390 |
*New |
2023-12-31 |
570 |
$28,000 |
570 |
|
PRINCIPAL SECURITIES INC. |
1976 |
- |
2023-12-31 |
342 |
$17,000 |
0 |
|
Goss Wealth Management LLC |
2700 |
- |
2023-12-31 |
290 |
$14,000 |
-505 |
|
Steward Partners Investment Advisory LLC |
2631 |
- |
2023-12-31 |
225 |
$11,000 |
0 |
|
NBC SECURITIES INC. |
1695 |
- |
2024-03-31 |
183 |
$9,000 |
0 |
|
Independence Bank of Kentucky |
488 |
- |
2024-03-31 |
85 |
$4,000 |
0 |
|
Opal Wealth Advisors LLC |
287 |
*New |
2024-03-31 |
50 |
$3,000 |
50 |
|
VAN ECK ASSOCIATES CORP |
1385 |
*New |
2023-12-31 |
17 |
$1,000 |
17 |
|
JANE STREET GROUP LLC |
5389 |
*Closed |
2023-12-31 |
0 |
$0 |
-104,668 |
|
COMERICA BANK |
3604 |
*Closed |
2023-12-31 |
0 |
$0 |
-4 |
|
Capital Wealth Alliance LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-7,083 |
|
PROEQUITIES INC. |
5413 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Parallel Advisors LLC |
3390 |
*Closed |
2023-12-31 |
0 |
$0 |
-969 |
|
AMERIPRISE FINANCIAL INC |
3902 |
*Closed |
2023-12-31 |
0 |
$0 |
-21,961 |
|
BANK OF MONTREAL /CAN/ |
3661 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,841 |
|
OLD MISSION CAPITAL LLC |
1243 |
*Closed |
2023-12-31 |
0 |
$0 |
-40,422 |
|
MML INVESTORS SERVICES LLC |
2519 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,456 |
|
|
56 Records found
|
1
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