|
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 |
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
89 |
- |
2023-12-31 |
699,149 |
$65,077,000 |
-25,229 |
|
ENVESTNET ASSET MANAGEMENT INC |
598 |
- |
2023-12-31 |
563,053 |
$52,409,000 |
-6,841 |
|
GRADIENT INVESTMENTS LLC |
40 |
- |
2024-03-31 |
319,266 |
$29,845,000 |
-6,599 |
|
PNC FINANCIAL SERVICES GROUP INC |
340 |
- |
2023-12-31 |
269,003 |
$25,039,000 |
-16,922 |
|
Advisor Group Holdings Inc. |
416 |
- |
2023-12-31 |
259,190 |
$24,128,000 |
-83,010 |
|
Cetera Investment Advisers |
113 |
- |
2023-12-31 |
231,534 |
$21,551,000 |
-10,999 |
|
BANK OF AMERICA CORP /DE/ |
1780 |
- |
2023-12-31 |
216,989 |
$20,197,000 |
-14,172 |
|
CWM LLC |
246 |
- |
2024-03-31 |
145,263 |
$13,579,000 |
-33,602 |
|
Resources Investment Advisors Inc. |
101 |
- |
2023-12-31 |
130,029 |
$12,103,000 |
-8,801 |
|
CONDOR CAPITAL MANAGEMENT |
24 |
- |
2023-12-31 |
115,700 |
$10,769,000 |
-4,816 |
|
WELLS FARGO & CO/MN |
1579 |
- |
2023-12-31 |
94,200 |
$8,768,000 |
-20,241 |
|
BB&T CORP |
912 |
- |
2023-12-31 |
46,281 |
$4,308,000 |
-1,828 |
|
STIFEL FINANCIAL CORP |
1199 |
- |
2023-12-31 |
45,609 |
$4,245,000 |
-2,734 |
|
RAYMOND JAMES & ASSOCIATES |
1712 |
- |
2024-03-31 |
44,143 |
$4,126,000 |
-8,371 |
|
ROGCO LP |
15 |
- |
2023-12-31 |
37,389 |
$3,480,000 |
-9,235 |
|
Bellecapital International Ltd. |
|
- |
2023-12-31 |
30,966 |
$2,882,000 |
-28,477 |
|
ASPEN INVESTMENT MANAGEMENT INC |
17 |
- |
2024-03-31 |
27,499 |
$2,571,000 |
-56 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
388 |
- |
2023-12-31 |
23,979 |
$2,232,000 |
-6,465 |
|
VALMARK ADVISERS INC |
147 |
- |
2023-12-31 |
23,756 |
$2,211,000 |
-538 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1267 |
- |
2023-12-31 |
22,636 |
$2,107,000 |
-6,626 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
325 |
- |
2023-12-31 |
19,961 |
$1,858,000 |
-3,705 |
|
CKW FINANCIAL GROUP |
20 |
- |
2024-03-31 |
19,037 |
$1,763,000 |
-78 |
|
PRUDENTIAL FINANCIAL INC |
1547 |
- |
2023-12-31 |
18,010 |
$1,676,000 |
-396 |
|
BHK Investment Advisors LLC |
15 |
- |
2023-12-31 |
17,050 |
$1,587,000 |
-18,050 |
|
Visionary Wealth Advisors |
179 |
- |
2023-12-31 |
16,780 |
$1,562,000 |
-741 |
|
MML INVESTORS SERVICES LLC |
1130 |
- |
2023-12-31 |
16,561 |
$1,541,000 |
-180 |
|
GeoWealth Management LLC |
159 |
- |
2023-12-31 |
16,005 |
$1,490,000 |
-729 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
855 |
- |
2023-12-31 |
15,811 |
$1,472,000 |
-6,406 |
|
MASSMUTUAL TRUST CO FSB/ADV |
211 |
- |
2024-03-31 |
15,689 |
$1,467,000 |
-9,051 |
|
Hoxton Planning & Management LLC |
25 |
- |
2024-03-31 |
15,495 |
$1,448,000 |
-494 |
|
ROUNDVIEW CAPITAL LLC |
160 |
- |
2023-12-31 |
14,613 |
$1,360,000 |
-13,816 |
|
JMG FINANCIAL GROUP, LTD. |
59 |
- |
2023-12-31 |
14,450 |
$1,345,000 |
-3,476 |
|
IFG Advisory LLC |
221 |
- |
2023-12-31 |
14,000 |
$1,303,000 |
-459 |
|
Sargent Bickham Lagudis LLC |
122 |
- |
2022-12-31 |
13,287 |
$1,186,000 |
-2,261 |
|
Kingsview Wealth Management LLC |
478 |
- |
2023-12-31 |
10,392 |
$967,000 |
-109 |
|
Beacon Bridge Wealth Partners LLC |
45 |
- |
2023-12-31 |
10,091 |
$939,000 |
-1,028 |
|
COMERICA SECURITIESINC. |
212 |
- |
2023-09-30 |
10,305 |
$931,000 |
-37 |
|
Argent Trust Co |
306 |
- |
2023-12-31 |
9,489 |
$883,000 |
-520 |
|
Goss Wealth Management LLC |
1000 |
- |
2023-12-31 |
9,206 |
$857,000 |
-1,229 |
|
Legacy Capital Group California Inc. |
85 |
- |
2023-12-31 |
9,034 |
$841,000 |
-707 |
|
Curtis Advisory Group LLC |
45 |
- |
2023-12-31 |
7,455 |
$694,000 |
-570 |
|
Arrowroot Family Office LLC |
54 |
- |
2023-12-31 |
7,195 |
$670,000 |
-29 |
|
Merit Financial Group LLC |
420 |
- |
2023-12-31 |
7,064 |
$658,000 |
-35,215 |
|
TD Waterhouse Canada Inc. |
501 |
- |
2023-12-31 |
6,952 |
$642,000 |
-38 |
|
Beacon Pointe Advisors LLC |
825 |
- |
2023-12-31 |
6,418 |
$597,000 |
-308 |
|
BURNS J W & CO INC/NY |
131 |
- |
2024-03-31 |
6,011 |
$562,000 |
-865 |
|
STEPHENS INC /AR/ |
713 |
- |
2023-12-31 |
5,890 |
$548,000 |
-3,050 |
|
US BANCORP |
1441 |
- |
2023-12-31 |
5,767 |
$537,000 |
-24,310 |
|
Howard Wealth Management LLC |
53 |
- |
2023-12-31 |
5,402 |
$503,000 |
-297 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
608 |
- |
2023-12-31 |
5,382 |
$499,000 |
-2,300 |
|
Stonebridge Financial Planning Group LLC |
88 |
- |
2023-12-31 |
5,353 |
$498,000 |
-390 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
4,776 |
$445,000 |
-162 |
|
Elevated Capital Advisors LLC |
138 |
- |
2024-03-31 |
4,660 |
$436,000 |
-706 |
|
Advisor OS LLC |
231 |
- |
2023-12-31 |
4,316 |
$402,000 |
-3 |
|
Stratos Wealth Partners LTD. |
976 |
- |
2024-03-31 |
4,194 |
$392,000 |
-561 |
|
Foundations Investment Advisors LLC |
498 |
- |
2023-12-31 |
3,896 |
$363,000 |
-614 |
|
BFT FINANCIAL GROUP LLC |
223 |
- |
2023-06-30 |
3,709 |
$337,000 |
-2,852 |
|
Aveo Capital Partners LLC |
253 |
- |
2023-12-31 |
3,615 |
$336,000 |
-135 |
|
Coppell Advisory Solutions LLC |
192 |
- |
2023-12-31 |
3,574 |
$333,000 |
-443 |
|
Coppell Advisory Solutions Corp. |
153 |
- |
2023-03-31 |
3,475 |
$315,000 |
-542 |
|
Kestra Advisory Services LLC |
1816 |
- |
2023-12-31 |
3,304 |
$307,000 |
-167 |
|
Beacon Financial Advisory LLC |
|
- |
2023-12-31 |
3,228 |
$300,000 |
-365 |
|
NBT BANK N A /NY |
338 |
- |
2024-03-31 |
3,118 |
$291,000 |
-220 |
|
COMERICA BANK |
2139 |
- |
2023-12-31 |
2,930 |
$273,000 |
-157 |
|
Qube Research & Technologies Ltd |
2298 |
- |
2023-12-31 |
2,763 |
$257,000 |
-38 |
|
CAPE ANN SAVINGS BANK |
78 |
- |
2023-12-31 |
2,572 |
$240,000 |
-450 |
|
Crestone Asset Management LLC |
87 |
- |
2024-03-31 |
2,541 |
$237,000 |
-1,179 |
|
Ascent Group LLC |
463 |
- |
2023-12-31 |
2,428 |
$226,000 |
-189 |
|
Ameritas Advisory Services LLC |
657 |
- |
2023-12-31 |
2,261 |
$211,000 |
-30 |
|
Consolidated Portfolio Review Corp |
276 |
- |
2023-12-31 |
2,212 |
$206,000 |
-49 |
|
H D Vest Advisory Services |
1458 |
- |
2023-12-31 |
2,175 |
$202,000 |
-362 |
|
Key Financial Inc |
230 |
- |
2023-12-31 |
1,892 |
$176,000 |
-48 |
|
CARDIFF PARK ADVISORS LLC |
258 |
- |
2023-12-31 |
1,230 |
$114,000 |
-81 |
|
DT INVESTMENT PARTNERS, LLC |
173 |
- |
2023-12-31 |
1,118 |
$105,000 |
-779 |
|
Rockbridge Investment Management LCC |
189 |
- |
2023-12-31 |
904 |
$84,000 |
-6,702 |
|
Farther Finance Advisors LLC |
864 |
- |
2023-12-31 |
860 |
$80,000 |
-238 |
|
Ambassador Advisors LLC |
184 |
- |
2023-12-31 |
849 |
$79,000 |
-627 |
|
BANK OF MONTREAL /CAN/ |
2933 |
- |
2023-12-31 |
701 |
$66,000 |
-78,206 |
|
Carmichael Hill & Associates Inc. |
274 |
- |
2024-03-31 |
649 |
$61,000 |
-314 |
|
Element Wealth LLC |
161 |
- |
2023-12-31 |
609 |
$57,000 |
-434 |
|
HARBOUR INVESTMENTS INC. |
1440 |
- |
2023-12-31 |
563 |
$52,000 |
-73 |
|
Capital Advisors Ltd. LLC |
446 |
- |
2024-03-31 |
506 |
$47,000 |
-516 |
|
Focused Wealth Management Inc |
354 |
- |
2023-12-31 |
377 |
$35,000 |
-152 |
|
BLAIR WILLIAM & CO/IL |
1637 |
- |
2023-12-31 |
280 |
$26,000 |
-27 |
|
TOWER RESEARCH CAPITAL LLC |
5009 |
- |
2023-12-31 |
48 |
$4,000 |
-128 |
|
|
85 Records found
|
1
|
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