|
Institutional
Holders
Total
Institutions:
|
356 8 |
|
Total
shares held :
|
55,072,061 |
|
% of shares
held :
|
6.01% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-44 |
|
Amount
of shares held :
|
-462,505 |
|
% of shares
held change :
|
-0.05% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.15 |
|
Last
Quarter's Ending
Price :
|
$47.56 |
|
Last
Quarter's Average
Price :
|
$46.69 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.40 (0.86%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CI Private Wealth LLC |
611 |
*New |
2023-12-31 |
146,597 |
$6,972,000 |
146,597 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
225 |
*New |
2023-12-31 |
45,071 |
$2,144,000 |
45,071 |
|
Horizon Family Wealth Inc. |
17 |
*New |
2023-12-31 |
32,211 |
$1,532,000 |
32,211 |
|
Cyndeo Wealth Partners LLC |
176 |
*New |
2024-03-31 |
29,036 |
$1,377,000 |
29,036 |
|
Berger Financial Group Inc |
142 |
*New |
2024-03-31 |
23,358 |
$1,108,000 |
23,358 |
|
ESSEX FINANCIAL SERVICES INC |
249 |
*New |
2024-03-31 |
15,678 |
$744,000 |
15,678 |
|
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
55 |
*New |
2023-12-31 |
14,033 |
$667,000 |
14,033 |
|
KFA Private Wealth Group LLC |
66 |
*New |
2024-03-31 |
9,394 |
$446,000 |
9,394 |
|
Schneider Downs Wealth Management Advisors LP |
78 |
*New |
2023-12-31 |
8,303 |
$395,000 |
8,303 |
|
Rockwood Wealth Management LLC |
59 |
*New |
2024-03-31 |
7,343 |
$348,000 |
7,343 |
|
HRT FINANCIAL LLC |
1436 |
*New |
2023-12-31 |
6,975 |
$331,000 |
6,975 |
|
Relative Value Partners Group LLC |
234 |
*New |
2023-12-31 |
6,866 |
$327,000 |
6,866 |
|
EdgeRock Capital LLC |
47 |
*New |
2023-12-31 |
6,077 |
$289,000 |
6,077 |
|
SILVER OAK SECURITIES Inc |
406 |
*New |
2023-12-31 |
5,334 |
$254,000 |
5,334 |
|
CENTAURUS FINANCIAL INC. |
532 |
*New |
2023-12-31 |
5,269 |
$251,000 |
5,269 |
|
SEEDS INVESTOR LLC |
131 |
*New |
2024-03-31 |
5,034 |
$239,000 |
5,034 |
|
MONEY CONCEPTS CAPITAL CORP |
360 |
*New |
2024-03-31 |
4,783 |
$227,000 |
4,783 |
|
MISSION WEALTH MANAGEMENT LLC |
581 |
*New |
2024-03-31 |
4,782 |
$227,000 |
4,782 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
291 |
*New |
2023-12-31 |
4,627 |
$220,000 |
4,627 |
|
Security National Bank |
151 |
*New |
2024-03-31 |
1,953 |
$93,000 |
1,953 |
|
SPIRIT OF AMERICA MANAGEMENT CORP/NY |
262 |
*New |
2024-03-31 |
1,350 |
$63,000 |
1,350 |
|
Penserra Capital Management LLC |
1149 |
*New |
2023-12-31 |
156 |
$7,000 |
156 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
617 |
*New |
2024-03-31 |
134 |
$6,000 |
134 |
|
Mechanics Financial Corp |
207 |
*New |
2024-03-31 |
98 |
$5,000 |
98 |
|
LifeSteps Financial Inc. |
362 |
*New |
2024-03-31 |
76 |
$4,000 |
76 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1696 |
*New |
2023-12-31 |
32 |
$2,000 |
32 |
|
Sound Income Strategies LLC |
1115 |
*New |
2024-03-31 |
24 |
$1,000 |
24 |
|
|
27 Records found
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1
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