|
Institutional
Holders
Total
Institutions:
|
189 0 |
|
Total
shares held :
|
14,046,241 |
|
% of shares
held :
|
49.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-20 |
|
Amount
of shares held :
|
-579,245 |
|
% of shares
held change :
|
-2.04% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$39.11 |
|
Last
Quarter's Ending
Price :
|
$42.85 |
|
Last
Quarter's Average
Price :
|
$40.45 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.15 (15.2%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CONNING ASSET MANAGEMENT CO. |
88 |
- |
2024-03-31 |
144,030 |
$6,957,000 |
0 |
|
RAYMOND JAMES TRUST CO |
155 |
- |
2024-03-31 |
112,196 |
$5,419,000 |
0 |
|
Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
78,784 |
$3,805,000 |
0 |
|
Sunesis Advisors LLC |
21 |
- |
2023-12-31 |
32,860 |
$1,408,000 |
0 |
|
Robertson Stephens Wealth Management LLC |
186 |
- |
2023-12-31 |
31,440 |
$1,347,000 |
0 |
|
GenTrust LLC |
72 |
- |
2024-03-31 |
26,414 |
$1,276,000 |
0 |
|
COUNTRY CLUB BANK /GFN |
177 |
- |
2024-03-31 |
25,040 |
$1,209,000 |
0 |
|
New Legacy Group LLC |
12 |
- |
2023-09-30 |
20,000 |
$790,000 |
0 |
|
Harbour Capital Advisors LLC |
134 |
- |
2024-03-31 |
14,790 |
$707,000 |
0 |
|
CREDIT SUISSE/ |
2506 |
- |
2023-12-31 |
15,318 |
$656,000 |
0 |
|
Lido Advisors LLC |
687 |
- |
2023-12-31 |
14,597 |
$625,000 |
0 |
|
GYL Financial Synergies LLC |
246 |
- |
2023-12-31 |
10,870 |
$466,000 |
0 |
|
COMMERCE BANK N A/MO |
889 |
- |
2023-12-31 |
10,440 |
$447,000 |
0 |
|
Grubman Wealth Management |
61 |
- |
2024-03-31 |
8,897 |
$430,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
1636 |
- |
2023-12-31 |
9,668 |
$414,000 |
0 |
|
FRANKLIN RESOURCES INC |
1982 |
- |
2023-12-31 |
9,310 |
$399,000 |
0 |
|
CALDWELL SUTTER CAPITAL INC. |
129 |
- |
2024-03-31 |
8,136 |
$393,000 |
0 |
|
HB Wealth Management LLC |
524 |
- |
2023-12-31 |
9,016 |
$386,000 |
0 |
|
IPG Investment Advisors LLC |
127 |
- |
2023-12-31 |
8,700 |
$373,000 |
0 |
|
RDA Financial Network |
163 |
- |
2024-03-31 |
7,370 |
$356,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2191 |
- |
2023-12-31 |
8,287 |
$355,000 |
0 |
|
Mill Creek Capital Advisors LLC |
174 |
- |
2023-12-31 |
8,186 |
$351,000 |
0 |
|
Next Level Private LLC |
95 |
- |
2024-03-31 |
7,192 |
$347,000 |
0 |
|
Alethea Capital Management LLC |
17 |
- |
2023-12-31 |
8,020 |
$344,000 |
0 |
|
Beacon Pointe Advisors LLC |
1012 |
- |
2023-12-31 |
8,012 |
$343,000 |
0 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
613 |
- |
2023-12-31 |
7,120 |
$305,000 |
0 |
|
SCOTIA CAPITAL INC. |
658 |
- |
2023-12-31 |
7,040 |
$302,000 |
0 |
|
Kingsview Wealth Management LLC |
781 |
- |
2023-12-31 |
6,696 |
$287,000 |
0 |
|
AlphaCore Capital LLC |
193 |
- |
2023-12-31 |
6,300 |
$270,000 |
0 |
|
West Financial Advisors LLC |
51 |
- |
2024-03-31 |
5,294 |
$256,000 |
0 |
|
Concorde Asset Management LLC |
124 |
- |
2023-12-31 |
5,847 |
$251,000 |
0 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
934 |
- |
2023-12-31 |
5,794 |
$248,000 |
0 |
|
BigSur Wealth Management LLC |
98 |
- |
2023-12-31 |
5,600 |
$240,000 |
0 |
|
CLEAR HARBOR ASSET MANAGEMENT, LLC |
292 |
- |
2023-12-31 |
5,536 |
$237,000 |
0 |
|
BLB&B ADVISORS LLC |
253 |
- |
2024-03-31 |
4,866 |
$235,000 |
0 |
|
Westside Investment Management Inc. |
207 |
- |
2024-03-31 |
4,556 |
$220,000 |
0 |
|
Activest Wealth Management |
64 |
- |
2024-03-31 |
3,834 |
$185,000 |
0 |
|
Parallel Advisors LLC |
870 |
- |
2023-12-31 |
4,000 |
$171,000 |
0 |
|
Addison Advisors LLC |
193 |
- |
2023-12-31 |
4,000 |
$171,000 |
0 |
|
BDO Wealth Advisors LLC |
313 |
- |
2023-06-30 |
1,500 |
$123,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1483 |
- |
2023-12-31 |
2,566 |
$110,000 |
0 |
|
Retirement Group LLC |
176 |
- |
2023-12-31 |
1,800 |
$77,000 |
0 |
|
TOMPKINS FINANCIAL CORP |
309 |
- |
2024-03-31 |
1,560 |
$75,000 |
0 |
|
JOHNSON FINANCIAL GROUP, INC. |
423 |
- |
2023-12-31 |
1,530 |
$66,000 |
0 |
|
TD Waterhouse Canada Inc. |
954 |
- |
2023-12-31 |
1,000 |
$48,000 |
0 |
|
FTB Advisors Inc. |
974 |
- |
2024-03-31 |
992 |
$48,000 |
0 |
|
LFA - Lugano Financial Advisors SA |
|
- |
2023-12-31 |
1,022 |
$44,000 |
0 |
|
M&R CAPITAL MANAGEMENT INC |
242 |
- |
2024-03-31 |
825 |
$40,000 |
0 |
|
Semmax Financial Advisors Inc. |
155 |
- |
2023-12-31 |
876 |
$39,000 |
0 |
|
US BANCORP |
2790 |
- |
2023-12-31 |
850 |
$36,000 |
0 |
|
Spire Wealth Management |
1351 |
- |
2024-03-31 |
712 |
$34,000 |
0 |
|
Sunbelt Securities Inc. |
949 |
- |
2024-03-31 |
704 |
$34,000 |
0 |
|
Farther Finance Advisors LLC |
1175 |
- |
2023-12-31 |
752 |
$32,000 |
0 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
724 |
$31,000 |
0 |
|
EverSource Wealth Advisors LLC |
1172 |
- |
2023-12-31 |
532 |
$23,000 |
0 |
|
Pinnacle Bank |
559 |
- |
2024-03-31 |
400 |
$19,000 |
0 |
|
Global Wealth Management Investment Advisory Inc. |
255 |
- |
2023-12-31 |
450 |
$19,000 |
0 |
|
Sound Income Strategies LLC |
611 |
- |
2024-03-31 |
382 |
$18,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
667 |
- |
2022-12-31 |
185 |
$13,000 |
0 |
|
Key Financial Inc |
759 |
- |
2023-12-31 |
218 |
$9,000 |
0 |
|
Migdal Insurance & Financial Holdings Ltd. |
459 |
- |
2023-12-31 |
110 |
$5,000 |
0 |
|
SIGNATUREFD, LLC |
2524 |
- |
2023-12-31 |
86 |
$4,000 |
0 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
420 |
- |
2023-12-31 |
97 |
$4,000 |
0 |
|
AllSquare Wealth Management LLC |
451 |
- |
2023-12-31 |
78 |
$3,000 |
0 |
|
Lee Financial CORP |
758 |
- |
2023-12-31 |
44 |
$2,000 |
0 |
|
PROEQUITIES INC. |
4469 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC |
127 |
*New |
2022-12-31 |
0 |
$0 |
0 |
|
WEBSTER BANK |
642 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
68 Records found
|
1
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