| |
Institutional
Holders
Total
Institutions:
 |
101  14 |
|
|
Total
shares held :
|
2,878,634 |
|
|
% of shares
held :
|
27.42% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
19 |
|
|
Amount
of shares held :
|
314,410 |
|
|
% of shares
held change :
|
2.99% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.84 |
|
|
Last
Quarter's Ending
Price :
|
$100.13 |
|
|
Last
Quarter's Average
Price :
|
$96.29 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
17.16 (17.82%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  BANK OF AMERICA CORP /DE/ |
1851 |
- |
2023-12-31 |
184,263 |
$18,449,000 |
17,188 |
|
| WELLS FARGO & CO/MN |
1152 |
- |
2023-12-31 |
176,639 |
$17,686,000 |
12,577 |
|
| ROYAL BANK OF CANADA |
1255 |
- |
2023-12-31 |
145,726 |
$14,591,000 |
52,653 |
|
| STIFEL FINANCIAL CORP |
659 |
- |
2023-12-31 |
134,142 |
$13,432,000 |
13,240 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
401 |
- |
2024-03-31 |
97,837 |
$11,485,000 |
83,191 |
|
| LPL FINANCIAL CORP |
1276 |
- |
2023-12-31 |
95,875 |
$9,599,000 |
49,298 |
|
| GOLDMAN SACHS GROUP INC/ |
2367 |
- |
2023-12-31 |
65,503 |
$6,558,000 |
18,923 |
|
| Fiduciary Planning LLC |
13 |
- |
2024-03-31 |
44,172 |
$5,185,000 |
1,974 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1118 |
- |
2024-03-31 |
43,944 |
$5,159,000 |
6,765 |
|
| LEE DANNER & BASS INC |
66 |
- |
2023-12-31 |
40,859 |
$4,091,000 |
37,024 |
|
| MARINER WEALTH ADVISORS, LLC |
817 |
- |
2023-12-31 |
34,602 |
$3,465,000 |
34,602 |
|
| Chicago Wealth Management Inc. |
17 |
- |
2023-12-31 |
31,387 |
$3,143,000 |
680 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1006 |
- |
2024-03-31 |
23,475 |
$2,756,000 |
3,864 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1580 |
- |
2023-12-31 |
27,190 |
$2,722,000 |
21,730 |
|
| RAYMOND JAMES & ASSOCIATES |
2039 |
- |
2024-03-31 |
20,324 |
$2,386,000 |
7,816 |
|
| SP Asset Management LLC |
61 |
- |
2023-12-31 |
19,988 |
$2,001,000 |
163 |
|
| Equitable Holdings Inc. |
427 |
- |
2023-12-31 |
18,670 |
$1,869,000 |
5,881 |
|
| J.W. COLE ADVISORS INC. |
251 |
- |
2024-03-31 |
13,498 |
$1,577,000 |
328 |
|
| Private Advisor Group LLC |
959 |
- |
2024-03-31 |
12,712 |
$1,492,000 |
7,165 |
|
| Smith Anglin Financial LLC |
64 |
- |
2024-03-31 |
10,913 |
$1,281,000 |
834 |
|
| Geneos Wealth Management Inc. |
316 |
- |
2024-03-31 |
10,823 |
$1,271,000 |
9,889 |
|
| COTTONWOOD CAPITAL ADVISORS LLC |
28 |
- |
2024-03-31 |
10,703 |
$1,181,000 |
2,124 |
|
| Atria Wealth Solutions Inc. |
890 |
- |
2023-12-31 |
9,161 |
$917,000 |
1,651 |
|
| LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC |
129 |
- |
2023-12-31 |
9,054 |
$907,000 |
9,054 |
|
| Genesee Capital Advisors LLC |
50 |
- |
2024-03-31 |
7,430 |
$872,000 |
487 |
|
| GSA CAPITAL PARTNERS LLP |
634 |
- |
2024-03-31 |
6,412 |
$753,000 |
2,014 |
|
| Apeiron RIA LLC |
87 |
- |
2024-03-31 |
5,819 |
$683,000 |
21 |
|
| DAVENPORT & CO LLC |
701 |
- |
2024-03-31 |
5,660 |
$664,000 |
150 |
|
| PERSONAL CFO SOLUTIONS LLC |
190 |
- |
2023-12-31 |
6,091 |
$610,000 |
327 |
|
| PFG Advisors |
350 |
- |
2023-12-31 |
5,437 |
$544,000 |
4 |
|
| BANK OF MONTREAL /CAN/ |
1985 |
- |
2023-12-31 |
5,297 |
$531,000 |
4,535 |
|
| KESTRA PRIVATE WEALTH SERVICES LLC |
776 |
- |
2024-03-31 |
4,441 |
$521,000 |
16 |
|
| WESPAC Advisors SoCal LLC |
67 |
- |
2024-03-31 |
4,220 |
$495,000 |
40 |
|
| Retirement Planning Co of New England Inc. |
123 |
- |
2023-12-31 |
4,408 |
$441,000 |
607 |
|
| STEPHENS INC /AR/ |
821 |
- |
2023-12-31 |
4,135 |
$414,000 |
26 |
|
| Spire Wealth Management |
585 |
- |
2024-03-31 |
3,318 |
$389,000 |
11 |
|
| Milestone Advisory Partners |
47 |
- |
2023-09-30 |
3,729 |
$342,000 |
708 |
|
| Brookstone Capital Management |
715 |
- |
2024-03-31 |
2,876 |
$338,000 |
308 |
|
| Larson Financial Group LLC |
427 |
- |
2024-03-31 |
1,575 |
$185,000 |
306 |
|
| COMERICA BANK |
2372 |
- |
2023-12-31 |
1,407 |
$141,000 |
257 |
|
| MONTAG A & ASSOCIATES INC |
596 |
- |
2023-12-31 |
444 |
$44,000 |
4 |
|
| Global Retirement Partners LLC |
1618 |
- |
2024-03-31 |
259 |
$30,000 |
41 |
|
| Coastal Investment Advisors Inc. |
623 |
- |
2024-03-31 |
191 |
$22,000 |
191 |
|
| J P MORGAN CHASE & CO |
5038 |
- |
2023-12-31 |
123 |
$12,000 |
18 |
|
| West Tower Group LLC |
421 |
- |
2023-12-31 |
47 |
$5,000 |
9 |
|
|
45 Records found
|
1
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