|
Institutional
Holders
Total
Institutions:
|
124 4 |
|
Total
shares held :
|
29,615,880 |
|
% of shares
held :
|
77.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-1,863,914 |
|
% of shares
held change :
|
-4.88% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$25.43 |
|
Last
Quarter's Ending
Price :
|
$28.03 |
|
Last
Quarter's Average
Price :
|
$26.36 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.70 (14.04%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
DDFG Inc |
15 |
*New |
2024-03-31 |
188,384 |
$5,621,000 |
188,384 |
|
COLONY GROUP, LLC |
410 |
*New |
2023-12-31 |
46,135 |
$1,293,000 |
46,135 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1701 |
*New |
2024-03-31 |
13,500 |
$403,000 |
13,500 |
|
Keebeck Wealth Management LLC |
230 |
*New |
2023-12-31 |
10,464 |
$293,000 |
10,464 |
|
JustInvest LLC |
1290 |
*New |
2024-03-31 |
9,496 |
$283,000 |
9,496 |
|
EP WEALTH ADVISORS, INC. |
632 |
*New |
2023-12-31 |
9,971 |
$279,000 |
9,971 |
|
NorthRock Partners LLC |
325 |
*New |
2024-03-31 |
8,932 |
$267,000 |
8,932 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2792 |
*New |
2024-03-31 |
8,783 |
$262,000 |
8,783 |
|
Ronald Blue Trust Inc. |
1175 |
*New |
2024-03-31 |
775 |
$23,000 |
775 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1600 |
*New |
2024-03-31 |
682 |
$20,000 |
682 |
|
OXFORD FINANCIAL GROUP LTD |
278 |
*New |
2023-12-31 |
518 |
$15,000 |
518 |
|
City State Bank |
597 |
*New |
2024-03-31 |
143 |
$4,000 |
143 |
|
|
12 Records found
|
1
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Page 1 of 1 |
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