|
Institutional
Holders
Total
Institutions:
|
23 5 |
|
Total
shares held :
|
709,682 |
|
% of shares
held :
|
2.25% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
-847,434 |
|
% of shares
held change :
|
-2.68% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.45 |
|
Last
Quarter's Ending
Price :
|
$31.04 |
|
Last
Quarter's Average
Price :
|
$29.36 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.96 (6.68%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
4043 |
- |
2023-12-31 |
117,407 |
$3,644,000 |
-9,178 |
|
LPL FINANCIAL CORP |
2084 |
- |
2024-03-31 |
105,705 |
$3,299,000 |
-1,694 |
|
ROYAL BANK OF CANADA |
2526 |
- |
2023-12-31 |
68,235 |
$2,118,000 |
-20,000 |
|
UBS Group AG |
2962 |
- |
2023-12-31 |
55,750 |
$1,730,000 |
-2,118 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1437 |
- |
2024-03-31 |
48,766 |
$1,522,000 |
32,170 |
|
WIN ADVISORS INC |
26 |
*New |
2024-03-31 |
41,142 |
$1,284,000 |
41,142 |
|
Rossmore Private Capital |
109 |
- |
2023-12-31 |
35,720 |
$1,109,000 |
180 |
|
RAYMOND JAMES & ASSOCIATES |
2546 |
- |
2024-03-31 |
33,328 |
$1,040,000 |
2,116 |
|
AlphaStar Capital Management LLC |
149 |
- |
2024-03-31 |
23,739 |
$741,000 |
-2,824 |
|
COMERICA BANK |
1797 |
- |
2023-12-31 |
18,820 |
$584,000 |
10,650 |
|
SILVER OAK SECURITIES Inc |
242 |
- |
2024-03-31 |
13,732 |
$429,000 |
-87,543 |
|
GeoWealth Management LLC |
369 |
*New |
2023-12-31 |
12,731 |
$395,000 |
12,731 |
|
WELLS FARGO & CO/MN |
3597 |
- |
2024-03-31 |
11,294 |
$353,000 |
-62,807 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4071 |
- |
2024-03-31 |
9,332 |
$291,000 |
-96 |
|
STIFEL FINANCIAL CORP |
2955 |
- |
2023-12-31 |
7,754 |
$241,000 |
81 |
|
MARINER WEALTH ADVISORS, LLC |
2630 |
*New |
2023-12-31 |
6,925 |
$215,000 |
6,925 |
|
Joseph P. Lucia & Associates LLC |
119 |
- |
2024-03-31 |
6,470 |
$202,000 |
-305 |
|
Advisor Group Holdings Inc. |
3985 |
- |
2024-03-31 |
4,325 |
$135,000 |
7 |
|
NBC SECURITIES INC. |
1340 |
- |
2024-03-31 |
883 |
$27,000 |
-33 |
|
HARBOUR INVESTMENTS INC. |
1855 |
- |
2023-12-31 |
670 |
$21,000 |
0 |
|
Future Financial Wealth Managment LLC |
359 |
*New |
2024-03-31 |
589 |
$18,000 |
589 |
|
Impact Partnership Wealth LLC |
625 |
- |
2023-12-31 |
100 |
$3,000 |
0 |
|
FMR LLC |
4558 |
*New |
2023-12-31 |
32 |
$1,000 |
32 |
|
STATE STREET CORP |
4242 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,102,677 |
|
PROEQUITIES INC. |
9455 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
4075 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,955 |
|
|
26 Records found
|
1
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