|
Institutional
Holders
Total
Institutions:
|
107 6 |
|
Total
shares held :
|
8,145,659 |
|
% of shares
held :
|
3.92% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
-16,521,653 |
|
% of shares
held change :
|
-7.94% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.79 |
|
Last
Quarter's Ending
Price :
|
$41.33 |
|
Last
Quarter's Average
Price :
|
$38.53 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.46 (1.19%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FMR LLC |
1280 |
- |
2023-12-31 |
1,216,455 |
$50,276,000 |
128 |
|
CREATIVE PLANNING |
219 |
- |
2023-12-31 |
560,631 |
$23,171,000 |
41,181 |
|
Inscription Capital LLC |
6 |
- |
2024-03-31 |
294,514 |
$11,686,000 |
98,593 |
|
MORGAN STANLEY |
3290 |
- |
2023-12-31 |
249,248 |
$10,301,000 |
61,030 |
|
Family Firm Inc. |
13 |
- |
2024-03-31 |
193,763 |
$6,313,000 |
45,782 |
|
ENVESTNET ASSET MANAGEMENT INC |
1779 |
- |
2023-12-31 |
141,378 |
$5,843,000 |
17,086 |
|
North Ridge Wealth Advisors Inc. |
9 |
- |
2024-03-31 |
116,130 |
$4,602,000 |
6,847 |
|
UBS Group AG |
2208 |
- |
2023-12-31 |
94,704 |
$3,914,000 |
352 |
|
Topel & Distasi Wealth Management LLC |
23 |
- |
2024-03-31 |
85,339 |
$3,382,000 |
3,173 |
|
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP |
25 |
- |
2023-12-31 |
77,718 |
$3,212,000 |
6,163 |
|
OLD NATIONAL BANCORP /IN/ |
194 |
- |
2024-03-31 |
69,504 |
$2,754,000 |
386 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
598 |
- |
2024-03-31 |
50,979 |
$2,020,000 |
8,221 |
|
Euro Pacific Asset Management LLC |
40 |
- |
2024-03-31 |
47,663 |
$1,923,000 |
2,993 |
|
AMERIPRISE FINANCIAL INC |
2913 |
- |
2023-12-31 |
38,578 |
$1,594,000 |
28,814 |
|
LPL FINANCIAL CORP |
2779 |
- |
2024-03-31 |
37,394 |
$1,482,000 |
1,975 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
84 |
- |
2023-12-31 |
31,675 |
$1,309,000 |
800 |
|
J P MORGAN CHASE & CO |
3281 |
- |
2024-03-31 |
29,081 |
$1,152,000 |
328 |
|
Bank Julius Baer & Co. Ltd Zurich |
239 |
- |
2023-12-31 |
27,492 |
$1,136,000 |
8,603 |
|
Empirical Asset Management LLC |
68 |
- |
2024-03-31 |
21,513 |
$853,000 |
442 |
|
INVESCO LTD |
2973 |
- |
2023-12-31 |
16,255 |
$672,000 |
209 |
|
Cetera Investment Advisers |
1607 |
- |
2023-12-31 |
9,697 |
$401,000 |
400 |
|
CITIGROUP INC |
2883 |
- |
2024-03-31 |
9,321 |
$369,000 |
5,211 |
|
Sovereign Financial Group Inc. |
206 |
- |
2024-03-31 |
8,175 |
$324,000 |
622 |
|
PURE FINANCIAL ADVISORS, INC. |
256 |
- |
2024-03-31 |
7,427 |
$294,000 |
77 |
|
TD Waterhouse Canada Inc. |
758 |
- |
2024-03-31 |
3,945 |
$210,000 |
24 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
75 |
- |
2024-03-31 |
3,569 |
$141,000 |
234 |
|
CWM LLC |
1684 |
- |
2024-03-31 |
3,454 |
$137,000 |
62 |
|
TOWER RESEARCH CAPITAL LLC |
5382 |
- |
2023-12-31 |
32 |
$1,000 |
32 |
|
|
28 Records found
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1
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