|
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 :
|
|
|
4.46 (9.28%) |
|
|
|
|
|
|
|
|
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 |
10 |
- |
2024-03-31 |
285,556 |
$14,543,000 |
31,031 |
|
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. |
6 |
- |
2024-03-31 |
135,255 |
$6,889,000 |
4,106 |
|
MORGAN STANLEY |
4231 |
- |
2023-12-31 |
54,697 |
$2,670,000 |
37,098 |
|
BANK OF AMERICA CORP /DE/ |
4585 |
- |
2023-12-31 |
8,608 |
$420,000 |
2,040 |
|
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 |
|
GOLDMAN SACHS GROUP INC/ |
4162 |
- |
2023-12-31 |
4,466 |
$218,000 |
4,466 |
|
CITIGROUP INC |
3153 |
- |
2023-12-31 |
2,892 |
$141,000 |
179 |
|
FMR LLC |
3433 |
- |
2023-12-31 |
864 |
$42,000 |
687 |
|
VAN ECK ASSOCIATES CORP |
1337 |
- |
2024-03-31 |
108 |
$6,000 |
91 |
|
|
12 Records found
|
1
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Page 1 of 1 |
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