|
Institutional
Holders
Total
Institutions:
|
311 11 |
|
Total
shares held :
|
80,695,696 |
|
% of shares
held :
|
37.71% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
Amount
of shares held :
|
18,584,294 |
|
% of shares
held change :
|
8.68% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.60 |
|
Last
Quarter's Ending
Price :
|
$25.30 |
|
Last
Quarter's Average
Price :
|
$24.16 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.19 (4.93%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Atlantic Trust Group LLC |
380 |
*New |
2023-12-31 |
207,651 |
$5,254,000 |
207,651 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
164,850 |
$4,171,000 |
164,850 |
|
Legacy Financial Advisors Inc. |
25 |
*New |
2023-12-31 |
129,878 |
$3,286,000 |
129,878 |
|
CABANA LLC |
3 |
*New |
2023-12-31 |
92,372 |
$2,337,000 |
92,372 |
|
JANNEY MONTGOMERY SCOTT LLC |
1114 |
*New |
2023-12-31 |
76,034 |
$1,924,000 |
76,034 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
110 |
*New |
2023-12-31 |
65,161 |
$1,649,000 |
65,161 |
|
BURNS WEALTH MANAGEMENT, INC. |
235 |
*New |
2023-12-31 |
50,086 |
$1,267,000 |
50,086 |
|
Foundations Investment Advisors LLC |
270 |
*New |
2023-12-31 |
48,609 |
$1,247,000 |
48,609 |
|
D.B. Root & Company LLC |
62 |
*New |
2024-03-31 |
45,822 |
$1,177,000 |
45,822 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
*New |
2023-12-31 |
37,179 |
$941,000 |
37,179 |
|
Crabel Capital Management LLC |
50 |
*New |
2023-12-31 |
36,920 |
$934,000 |
36,920 |
|
PARK AVENUE SECURITIES LLC |
811 |
*New |
2024-03-31 |
27,653 |
$710,000 |
27,653 |
|
Xcel Wealth Management LLC |
83 |
*New |
2024-03-31 |
18,000 |
$462,000 |
18,000 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
426 |
*New |
2023-12-31 |
13,072 |
$331,000 |
13,072 |
|
Csenge Advisory Group |
503 |
*New |
2023-12-31 |
12,964 |
$328,000 |
12,964 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
145 |
*New |
2024-03-31 |
12,740 |
$327,000 |
12,740 |
|
Atomi Financial Group Inc. |
410 |
*New |
2023-12-31 |
12,062 |
$305,000 |
12,062 |
|
Atlas Private Wealth Management |
107 |
*New |
2024-03-31 |
10,200 |
$262,000 |
10,200 |
|
Rede Wealth LLC |
77 |
*New |
2023-12-31 |
10,076 |
$255,000 |
10,076 |
|
IFG Advisory LLC |
500 |
*New |
2023-12-31 |
10,032 |
$254,000 |
10,032 |
|
Capital Investment Advisors LLC |
531 |
*New |
2024-03-31 |
9,400 |
$241,000 |
9,400 |
|
Acorn Wealth Advisors LLC |
173 |
*New |
2024-03-31 |
9,345 |
$240,000 |
9,345 |
|
Oakmont Partners LLC |
630 |
*New |
2024-03-31 |
9,280 |
$238,000 |
9,280 |
|
DORSEY & WHITNEY TRUST CO LLC |
537 |
*New |
2023-12-31 |
8,880 |
$225,000 |
8,880 |
|
Canvas Wealth Advisors LLC |
136 |
*New |
2024-03-31 |
8,587 |
$217,000 |
8,587 |
|
TCP Asset Management LLC |
76 |
*New |
2024-03-31 |
8,055 |
$207,000 |
8,055 |
|
Fairhaven Wealth Management LLC |
101 |
*New |
2023-12-31 |
8,009 |
$203,000 |
8,009 |
|
GeoWealth Management LLC |
506 |
*New |
2023-12-31 |
7,913 |
$200,000 |
7,913 |
|
GoalVest Advisory LLC |
118 |
*New |
2024-03-31 |
6,290 |
$162,000 |
6,290 |
|
PACIFIC CAPITAL WEALTH ADVISORS INC |
101 |
*New |
2023-12-31 |
3,684 |
$93,000 |
3,684 |
|
Capital Investment Advisory Services LLC |
737 |
*New |
2024-03-31 |
1,000 |
$26,000 |
1,000 |
|
Coppell Advisory Solutions LLC |
705 |
*New |
2023-12-31 |
860 |
$22,000 |
860 |
|
FIRST MANHATTAN CO |
1046 |
*New |
2023-12-31 |
635 |
$16,000 |
635 |
|
JNBA FINANCIAL ADVISORS |
545 |
*New |
2024-03-31 |
144 |
$4,000 |
144 |
|
FTB Advisors Inc. |
1867 |
*New |
2024-03-31 |
161 |
$4,000 |
161 |
|
BROWN BROTHERS HARRIMAN & CO |
1023 |
*New |
2023-12-31 |
176 |
$4,000 |
176 |
|
HOWE & RUSLING INC |
371 |
*New |
2023-12-31 |
48 |
$1,000 |
48 |
|
Larson Financial Group LLC |
1519 |
*New |
2023-12-31 |
32 |
$1,000 |
32 |
|
Retirement Group LLC |
730 |
*New |
2023-12-31 |
52 |
$1,000 |
52 |
|
|
39 Records found
|
1
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