| |
Institutional
Holders
Total
Institutions:
 |
34  4 |
|
|
Total
shares held :
|
4,944,595 |
|
|
% of shares
held :
|
47.09% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
119,708 |
|
|
% of shares
held change :
|
1.14% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.43 |
|
|
Last
Quarter's Ending
Price :
|
$28.98 |
|
|
Last
Quarter's Average
Price :
|
$28.02 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.36 (12%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Financial Advisors LLC |
6 |
- |
2023-12-31 |
1,671,905 |
$48,452,000 |
-8,628 |
|
| COLDSTREAM CAPITAL MANAGEMENT INC |
27 |
- |
2023-12-31 |
645,081 |
$18,694,000 |
4,505 |
|
| AE Wealth Management LLC |
322 |
- |
2023-12-31 |
470,959 |
$13,771,000 |
62,912 |
|
| PARTNERS CAPITAL INVESTMENT GROUP LLP |
66 |
- |
2023-12-31 |
368,963 |
$10,693,000 |
-10,303 |
|
| SCOTIA CAPITAL INC. |
160 |
- |
2023-12-31 |
368,456 |
$10,678,000 |
-9,058 |
|
| RDL FINANCIAL INC |
2 |
- |
2024-03-31 |
351,099 |
$9,992,000 |
0 |
|
| Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
253,050 |
$7,333,000 |
12,329 |
|
| LPL FINANCIAL CORP |
1464 |
- |
2023-12-31 |
240,458 |
$6,968,000 |
19,171 |
|
| MARINER WEALTH ADVISORS, LLC |
724 |
- |
2023-12-31 |
153,327 |
$4,443,000 |
16,276 |
|
| Advisory Resource Group |
29 |
- |
2023-12-31 |
121,247 |
$3,514,000 |
4,228 |
|
| Sunbelt Securities Inc. |
144 |
- |
2024-03-31 |
41,897 |
$1,316,000 |
6,495 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2834 |
*New |
2023-12-31 |
39,108 |
$1,133,000 |
39,108 |
|
| MML INVESTORS SERVICES LLC |
1283 |
*New |
2023-12-31 |
38,579 |
$1,118,000 |
38,579 |
|
| BANK OF AMERICA CORP /DE/ |
3951 |
- |
2023-12-31 |
37,608 |
$1,090,000 |
19,268 |
|
| Advisor Group Holdings Inc. |
2558 |
- |
2023-12-31 |
32,902 |
$954,000 |
-84,628 |
|
| JANE STREET GROUP LLC |
3318 |
- |
2023-12-31 |
30,442 |
$882,000 |
6,603 |
|
| COLONY GROUP, LLC |
611 |
*New |
2023-12-31 |
14,226 |
$412,000 |
14,226 |
|
| COLONY GROUP LLC |
588 |
- |
2023-09-30 |
14,476 |
$400,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
841 |
- |
2024-03-31 |
12,284 |
$386,000 |
-1,139 |
|
| Goss Wealth Management LLC |
1444 |
- |
2023-12-31 |
12,549 |
$364,000 |
1,160 |
|
| Steward Partners Investment Advisory LLC |
1140 |
- |
2023-12-31 |
12,202 |
$354,000 |
-322 |
|
| Private Advisor Group LLC |
1856 |
- |
2023-12-31 |
9,152 |
$265,000 |
12 |
|
| Centennial Wealth Advisory LLC |
121 |
- |
2024-03-31 |
7,904 |
$248,000 |
-479 |
|
| Whitaker-Myers Wealth Managers LTD. |
91 |
- |
2024-03-31 |
6,653 |
$209,000 |
-1,513 |
|
| ADVISORY SERVICES NETWORK, LLC |
1388 |
*New |
2023-12-31 |
5,425 |
$157,000 |
5,425 |
|
| UBS Group AG |
5710 |
*New |
2023-12-31 |
744 |
$22,000 |
744 |
|
| ROYAL BANK OF CANADA |
5572 |
- |
2023-12-31 |
751 |
$22,000 |
-105 |
|
| PRINCIPAL SECURITIES INC. |
2242 |
- |
2023-12-31 |
306 |
$9,000 |
0 |
|
| Semmax Financial Advisors Inc. |
254 |
*New |
2023-12-31 |
165 |
$5,000 |
165 |
|
| HARBOUR INVESTMENTS INC. |
2396 |
*New |
2023-12-31 |
166 |
$5,000 |
166 |
|
| SIGNATUREFD, LLC |
2507 |
- |
2023-12-31 |
160 |
$5,000 |
0 |
|
| Global Retirement Partners LLC |
2771 |
- |
2024-03-31 |
65 |
$2,000 |
-123 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3804 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,235 |
|
| PROEQUITIES INC. |
3109 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| MORGAN STANLEY |
7198 |
*New |
2023-12-31 |
2 |
$0 |
2 |
|
| J P MORGAN CHASE & CO |
5914 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,953 |
|
| WELLS FARGO & CO/MN |
6880 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
37 Records found
|
1
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