|
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 |
CREATIVE PLANNING |
2708 |
*Closed |
2023-12-31 |
0 |
$0 |
-199 |
|
Envestnet Portfolio Solutions Inc. |
1538 |
*Closed |
2023-12-31 |
0 |
$0 |
-16,386 |
|
TWO SIGMA SECURITIES LLC |
1502 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,259 |
|
SevenOneSeven Capital Management |
17 |
*Closed |
2023-12-31 |
0 |
$0 |
-387 |
|
Kovack Advisors Inc. |
500 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,323 |
|
VALICENTI ADVISORY SERVICES INC |
83 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,407 |
|
Armor Investment Advisors LLC |
169 |
*Closed |
2024-03-31 |
0 |
$0 |
-893 |
|
Buck Wealth Strategies LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-57 |
|
Wright Fund Managment LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-71,300 |
|
Rockefeller Capital Management L.P. |
1578 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,365 |
|
Atomi Financial Group Inc. |
620 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,568 |
|
Robertson Stephens Wealth Management LLC |
460 |
*Closed |
2023-12-31 |
0 |
$0 |
-42,848 |
|
AXXCESS WEALTH MANAGEMENT LLC |
901 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,941 |
|
FMR LLC |
5191 |
*Closed |
2023-12-31 |
0 |
$0 |
-53 |
|
Sigma Planning Corp |
1153 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,362 |
|
Authentikos Wealth Advisory LLC |
383 |
*Closed |
2023-12-31 |
0 |
$0 |
-184 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1620 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,486 |
|
COCONUT GROVE BANK |
671 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,000 |
|
Headlands Technologies LLC |
1290 |
*Closed |
2023-12-31 |
0 |
$0 |
-198 |
|
CULLEN FROST BANKERS INC |
1166 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,943 |
|
AdvisorNet Financial Inc |
2431 |
*Closed |
2024-03-31 |
0 |
$0 |
-20 |
|
HEAD & ASSOCIATES LLC |
683 |
*Closed |
2023-12-31 |
0 |
$0 |
-159 |
|
FIRST INTERSTATE BANK |
165 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,567 |
|
|
23 Records found
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1
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