|
Institutional
Holders
Total
Institutions:
|
217 18 |
|
Total
shares held :
|
8,535,844 |
|
% of shares
held :
|
53.52% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-18 |
|
Amount
of shares held :
|
630,534 |
|
% of shares
held change :
|
3.95% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$89.52 |
|
Last
Quarter's Ending
Price :
|
$93.08 |
|
Last
Quarter's Average
Price :
|
$90.78 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.99 (2.19%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
J P MORGAN CHASE & CO |
999 |
- |
2023-12-31 |
674,916 |
$62,821,000 |
643,490 |
|
MORGAN STANLEY |
1621 |
- |
2023-12-31 |
596,515 |
$55,524,000 |
20,960 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
266 |
- |
2023-12-31 |
410,575 |
$38,216,000 |
41,854 |
|
UBS Group AG |
798 |
- |
2023-12-31 |
402,337 |
$37,450,000 |
193,351 |
|
ALLIANZ ASSET MANAGEMENT AG |
387 |
- |
2023-12-31 |
248,441 |
$23,125,000 |
5,675 |
|
JANE STREET GROUP LLC |
587 |
- |
2023-12-31 |
194,922 |
$18,143,000 |
34,461 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
11 |
- |
2024-03-31 |
178,298 |
$16,667,000 |
5,209 |
|
AMERIPRISE FINANCIAL INC |
1487 |
- |
2023-12-31 |
148,114 |
$13,772,000 |
22,301 |
|
LPL FINANCIAL CORP |
1153 |
- |
2023-12-31 |
125,281 |
$11,661,000 |
2,298 |
|
RMR Wealth Builders |
18 |
- |
2024-03-31 |
105,519 |
$9,864,000 |
11,217 |
|
Graves-Light Private Wealth Management Inc. |
24 |
- |
2023-12-31 |
86,929 |
$8,091,000 |
2,695 |
|
Man Group plc |
684 |
- |
2023-12-31 |
85,581 |
$7,966,000 |
85,581 |
|
ROYAL BANK OF CANADA |
1584 |
- |
2023-12-31 |
85,395 |
$7,949,000 |
7,719 |
|
Strategic Advocates LLC |
9 |
- |
2024-03-31 |
83,046 |
$7,763,000 |
76,017 |
|
FINANCIAL NETWORK |
434 |
- |
2023-12-31 |
76,275 |
$7,100,000 |
2,730 |
|
BURNS WEALTH MANAGEMENT, INC. |
106 |
- |
2023-12-31 |
73,180 |
$6,812,000 |
2,971 |
|
West Financial Advisors LLC |
16 |
- |
2024-03-31 |
65,805 |
$6,151,000 |
1,303 |
|
Atria Wealth Solutions Inc. |
266 |
- |
2023-12-31 |
63,195 |
$5,884,000 |
1,522 |
|
Financial Futures Ltd Liability Co. |
|
- |
2023-12-31 |
62,166 |
$5,786,000 |
399 |
|
MinichMacGregor Wealth Management LLC |
35 |
- |
2024-03-31 |
55,849 |
$5,171,000 |
12,790 |
|
SAGE RHINO CAPITAL LLC |
28 |
- |
2024-03-31 |
50,066 |
$4,680,000 |
1,956 |
|
RENAISSANCE TECHNOLOGIES LLC |
1453 |
- |
2023-12-31 |
45,719 |
$4,256,000 |
5,419 |
|
MARINER WEALTH ADVISORS, LLC |
769 |
- |
2023-12-31 |
42,553 |
$3,961,000 |
1,023 |
|
ATRIA INVESTMENTS LLC |
364 |
- |
2023-12-31 |
41,408 |
$3,854,000 |
65 |
|
OLD MISSION CAPITAL LLC |
199 |
- |
2023-12-31 |
32,427 |
$3,018,000 |
19,504 |
|
Glass Jacobson Investment Advisors llc |
19 |
- |
2024-03-31 |
32,259 |
$3,016,000 |
1,466 |
|
COASTLINE TRUST CO |
64 |
- |
2024-03-31 |
30,821 |
$2,881,000 |
6 |
|
Compass Financial Group Inc. |
22 |
- |
2023-12-31 |
28,131 |
$2,618,000 |
30 |
|
MainStreet Investment Advisors LLC |
73 |
- |
2023-12-31 |
28,019 |
$2,608,000 |
16,460 |
|
Mechanics Financial Corp |
12 |
- |
2023-12-31 |
27,612 |
$2,570,000 |
154 |
|
SEAMOUNT FINANCIAL GROUP INC |
12 |
- |
2024-03-31 |
26,826 |
$2,508,000 |
486 |
|
Financial & Tax Architects LLC |
|
- |
2023-12-31 |
25,795 |
$2,401,000 |
17 |
|
PFS INVESTMENTS INC. |
308 |
- |
2023-06-30 |
25,640 |
$2,338,000 |
269 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1164 |
- |
2024-03-31 |
24,817 |
$2,320,000 |
4,513 |
|
Change Path LLC |
146 |
- |
2023-12-31 |
23,435 |
$2,181,000 |
10,363 |
|
HIGHTOWER ADVISORS, LLC |
1411 |
- |
2023-12-31 |
20,930 |
$1,949,000 |
17,958 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
174 |
- |
2023-12-31 |
19,667 |
$1,831,000 |
4,187 |
|
ADVISORY SERVICES NETWORK, LLC |
469 |
- |
2023-12-31 |
18,493 |
$1,721,000 |
254 |
|
Friedenthal Financial |
20 |
- |
2024-03-31 |
18,204 |
$1,702,000 |
421 |
|
MULTIFINANCIAL SECURITIES CORP |
630 |
- |
2023-12-31 |
15,163 |
$1,411,000 |
2,745 |
|
PAX Financial Group LLC |
62 |
- |
2023-12-31 |
15,038 |
$1,401,000 |
7,548 |
|
CFG ASSET MANAGEMENT LLC |
114 |
- |
2023-12-31 |
14,646 |
$1,363,000 |
155 |
|
Atlantic Trust Group LLC |
578 |
- |
2023-12-31 |
14,447 |
$1,345,000 |
1,202 |
|
Integrated Wealth Concepts LLC |
627 |
- |
2023-12-31 |
13,620 |
$1,268,000 |
59 |
|
Lido Advisors LLC |
492 |
- |
2023-12-31 |
12,583 |
$1,178,000 |
2,005 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
140 |
- |
2024-03-31 |
11,920 |
$1,112,000 |
4,228 |
|
ADAMSBROWN WEALTH CONSULTANTS LLC |
24 |
- |
2023-12-31 |
11,449 |
$1,066,000 |
2,299 |
|
Pinnacle Bank |
54 |
- |
2024-03-31 |
10,182 |
$952,000 |
540 |
|
AE Wealth Management LLC |
1175 |
- |
2023-12-31 |
9,908 |
$926,000 |
1,941 |
|
Squarepoint Ops LLC |
1376 |
- |
2023-12-31 |
9,912 |
$923,000 |
4,813 |
|
HRT FINANCIAL LLC |
962 |
- |
2023-12-31 |
9,691 |
$902,000 |
6,053 |
|
SOL CAPITAL MANAGEMENT CO |
177 |
- |
2024-03-31 |
8,893 |
$831,000 |
125 |
|
HANSON MCCLAIN, INC. |
441 |
- |
2024-03-31 |
8,621 |
$806,000 |
8,518 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2183 |
- |
2024-03-31 |
8,481 |
$793,000 |
875 |
|
Charter Oak Capital Management LLC |
80 |
- |
2024-03-31 |
8,107 |
$758,000 |
92 |
|
FLOW TRADERS U.S. LLC |
409 |
- |
2023-12-31 |
7,495 |
$698,000 |
1,018 |
|
Aptus Capital Advisors LLC |
329 |
- |
2023-12-31 |
7,227 |
$673,000 |
5,343 |
|
Per Stirling Capital Management LLC. |
116 |
- |
2023-12-31 |
6,540 |
$609,000 |
211 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1221 |
- |
2023-12-31 |
6,356 |
$592,000 |
455 |
|
Beta Wealth Group Inc. |
52 |
- |
2023-12-31 |
6,467 |
$585,000 |
158 |
|
Valeo Financial Advisors LLC |
339 |
- |
2024-03-31 |
6,133 |
$566,000 |
858 |
|
Rollins Financial |
61 |
- |
2023-12-31 |
5,816 |
$541,000 |
1,823 |
|
Private Advisor Group LLC |
1446 |
- |
2023-12-31 |
5,559 |
$517,000 |
626 |
|
BANK OF NEW YORK MELLON CORP |
3509 |
- |
2024-03-31 |
4,823 |
$451,000 |
2,199 |
|
Intellectus Partners LLC |
184 |
- |
2023-12-31 |
4,707 |
$441,000 |
1,215 |
|
Crabel Capital Management LLC |
82 |
- |
2023-12-31 |
4,647 |
$433,000 |
4,647 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
526 |
- |
2023-12-31 |
4,398 |
$409,000 |
216 |
|
TFG Advisers LLC |
137 |
- |
2023-12-31 |
4,078 |
$380,000 |
43 |
|
Burt Wealth Advisors |
80 |
- |
2024-03-31 |
4,044 |
$378,000 |
891 |
|
NATIONAL BANK OF CANADA /FI/ |
1182 |
- |
2023-12-31 |
3,571 |
$331,000 |
151 |
|
Csenge Advisory Group |
517 |
- |
2023-12-31 |
3,291 |
$306,000 |
343 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
3,059 |
$285,000 |
1,490 |
|
WEDBUSH MORGAN SECURITIES INC |
819 |
- |
2023-12-31 |
2,888 |
$269,000 |
18 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
418 |
- |
2023-12-31 |
2,846 |
$265,000 |
50 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4568 |
- |
2023-12-31 |
2,820 |
$262,000 |
475 |
|
OPPENHEIMER & CO INC |
1206 |
- |
2023-12-31 |
2,704 |
$252,000 |
160 |
|
IFP Advisors Inc |
1256 |
- |
2023-12-31 |
1,001 |
$93,000 |
854 |
|
SCBT FINANCIAL CORP |
357 |
- |
2023-12-31 |
507 |
$47,000 |
507 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
798 |
- |
2023-12-31 |
334 |
$31,000 |
6 |
|
Cape Investment Advisory Inc. |
515 |
- |
2023-12-31 |
231 |
$22,000 |
3 |
|
Global Retirement Partners LLC |
1834 |
- |
2024-03-31 |
192 |
$18,000 |
2 |
|
Pacifica Partners Inc. |
320 |
- |
2024-03-31 |
175 |
$16,000 |
3 |
|
ORG Partners LLC |
651 |
- |
2023-12-31 |
122 |
$11,000 |
18 |
|
CLEAR INVESTMENT RESEARCH LLC |
176 |
- |
2023-12-31 |
117 |
$11,000 |
4 |
|
Coastal Investment Advisors Inc. |
722 |
- |
2024-03-31 |
75 |
$7,000 |
75 |
|
|
85 Records found
|
1
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