|
Institutional
Holders
Total
Institutions:
|
129 6 |
|
Total
shares held :
|
24,977,869 |
|
% of shares
held :
|
27.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
2,448,104 |
|
% of shares
held change :
|
2.72% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$55.04 |
|
Last
Quarter's Ending
Price :
|
$59.51 |
|
Last
Quarter's Average
Price :
|
$56.39 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.41 (9.59%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Financial Gravity Wealth Inc. |
13 |
- |
2023-12-31 |
558,350 |
$137,144,000 |
0 |
|
GenTrust LLC |
35 |
- |
2024-03-31 |
113,993 |
$7,217,000 |
0 |
|
AMUNDI |
935 |
- |
2023-12-31 |
92,018 |
$5,422,000 |
0 |
|
Williams & Novak LLC |
35 |
- |
2024-03-31 |
13,154 |
$783,000 |
0 |
|
Brandywine Oak Private Wealth LLC |
132 |
- |
2023-12-31 |
9,736 |
$579,000 |
0 |
|
US BANCORP |
1412 |
- |
2023-12-31 |
9,540 |
$568,000 |
0 |
|
CI Private Wealth LLC |
1553 |
- |
2023-12-31 |
9,428 |
$561,000 |
0 |
|
Rehmann Capital Advisory Group |
372 |
- |
2024-03-31 |
6,089 |
$385,000 |
0 |
|
Aveo Capital Partners LLC |
233 |
- |
2023-12-31 |
6,447 |
$384,000 |
0 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
192 |
- |
2023-09-30 |
6,890 |
$383,000 |
0 |
|
LINCOLN NATIONAL CORP |
857 |
- |
2024-03-31 |
5,757 |
$364,000 |
0 |
|
GUYASUTA INVESTMENT ADVISORS INC |
219 |
- |
2024-03-31 |
4,192 |
$249,000 |
0 |
|
Wedmont Private Capital |
543 |
- |
2024-03-31 |
3,431 |
$216,000 |
0 |
|
Lowe fs LLC |
62 |
- |
2024-03-31 |
2,175 |
$138,000 |
0 |
|
CARDIFF PARK ADVISORS LLC |
271 |
- |
2023-12-31 |
1,291 |
$77,000 |
0 |
|
CVA Family Office LLC |
423 |
- |
2024-03-31 |
1,085 |
$69,000 |
0 |
|
Ramirez Asset Management Inc. |
292 |
- |
2023-12-31 |
1,100 |
$65,000 |
0 |
|
Qube Research & Technologies Ltd |
2881 |
- |
2023-12-31 |
884 |
$53,000 |
0 |
|
Bogart Wealth LLC |
394 |
- |
2024-03-31 |
710 |
$45,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1928 |
- |
2024-03-31 |
350 |
$22,000 |
0 |
|
COMERICA BANK |
2941 |
- |
2023-12-31 |
342 |
$20,000 |
0 |
|
Iron Horse Wealth Management LLC |
136 |
- |
2024-03-31 |
284 |
$18,000 |
0 |
|
AlphaCore Capital LLC |
325 |
- |
2023-12-31 |
175 |
$10,000 |
0 |
|
Pacifica Partners Inc. |
447 |
- |
2024-03-31 |
54 |
$3,000 |
0 |
|
Colonial Trust Co / SC |
915 |
- |
2023-12-31 |
30 |
$2,000 |
0 |
|
EverSource Wealth Advisors LLC |
2546 |
- |
2023-12-31 |
6 |
$0 |
0 |
|
Capital Investment Advisory Services LLC |
952 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
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27 Records found
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1
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