|
Institutional
Holders
Total
Institutions:
|
300 11 |
|
Total
shares held :
|
3,983,274 |
|
% of shares
held :
|
44.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
Amount
of shares held :
|
338,490 |
|
% of shares
held change :
|
3.8% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$386.82 |
|
Last
Quarter's Ending
Price :
|
$448.18 |
|
Last
Quarter's Average
Price :
|
$410.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
324.84 (79.19%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
DAGCO INC. |
8 |
*New |
2023-12-31 |
11,712 |
$5,249,000 |
11,712 |
|
FIRST TRUST ADVISORS LP |
1404 |
*New |
2023-12-31 |
8,728 |
$3,912,000 |
8,728 |
|
Humankind Investments LLC |
15 |
*New |
2023-12-31 |
8,155 |
$3,655,000 |
8,155 |
|
Sowell Financial Services LLC |
191 |
*New |
2024-03-31 |
27,514 |
$2,371,000 |
27,514 |
|
U.S. Capital Wealth Advisors LLC |
257 |
*New |
2023-12-31 |
3,918 |
$1,756,000 |
3,918 |
|
SpiderRock Advisors LLC |
428 |
*New |
2024-03-31 |
4,950 |
$422,000 |
4,950 |
|
Moors & Cabot Inc. |
514 |
*New |
2023-12-31 |
908 |
$407,000 |
908 |
|
Integrated Wealth Concepts LLC |
1159 |
*New |
2023-12-31 |
792 |
$355,000 |
792 |
|
Sontag Advisory LLC |
545 |
*New |
2023-12-31 |
600 |
$269,000 |
600 |
|
GREAT VALLEY ADVISOR GROUP INC. |
633 |
*New |
2023-12-31 |
521 |
$234,000 |
521 |
|
Horst & Graben Wealth Management LLC |
133 |
*New |
2024-03-31 |
2,673 |
$230,000 |
2,673 |
|
SCOTT & SELBER INC |
87 |
*New |
2024-03-31 |
2,646 |
$228,000 |
2,646 |
|
WNY Asset Management LLC |
204 |
*New |
2023-12-31 |
500 |
$224,000 |
500 |
|
Snowden Capital Advisors LLC |
1025 |
*New |
2023-12-31 |
497 |
$223,000 |
497 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
536 |
*New |
2023-12-31 |
496 |
$222,000 |
496 |
|
Derbend Asset Management |
110 |
*New |
2024-03-31 |
2,508 |
$216,000 |
2,508 |
|
Harbour Trust & Investment Management Co |
159 |
*New |
2024-03-31 |
2,478 |
$214,000 |
2,478 |
|
Valeo Financial Advisors LLC |
590 |
*New |
2024-03-31 |
2,588 |
$214,000 |
2,588 |
|
Willow Creek Wealth Management Inc. |
141 |
*New |
2023-12-31 |
477 |
$214,000 |
477 |
|
Strategic Blueprint LLC |
566 |
*New |
2024-03-31 |
2,436 |
$210,000 |
2,436 |
|
Apollon Wealth Management LLC |
1017 |
*New |
2024-03-31 |
2,423 |
$209,000 |
2,423 |
|
BlueChip Wealth Advisors LLC |
119 |
*New |
2024-03-31 |
2,392 |
$206,000 |
2,392 |
|
Calton & Associates Inc. |
178 |
*New |
2024-03-31 |
2,381 |
$205,000 |
2,381 |
|
BEACON FINANCIAL GROUP |
299 |
*New |
2023-12-31 |
457 |
$205,000 |
457 |
|
Garde Capital Inc. |
256 |
*New |
2023-12-31 |
235 |
$105,000 |
235 |
|
Bell Investment Advisors Inc |
173 |
*New |
2023-12-31 |
145 |
$65,000 |
145 |
|
Dunhill Financial LLC |
258 |
*New |
2023-12-31 |
16 |
$7,000 |
16 |
|
Semmax Financial Advisors Inc. |
253 |
*New |
2023-12-31 |
11 |
$5,000 |
11 |
|
FTB Advisors Inc. |
1864 |
*New |
2024-03-31 |
45 |
$4,000 |
45 |
|
|
29 Records found
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1
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