| |
Institutional
Holders
Total
Institutions:
 |
291  12 |
|
|
Total
shares held :
|
138,870,744 |
|
|
% of shares
held :
|
14.03% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
26 |
|
|
Amount
of shares held :
|
546,317 |
|
|
% of shares
held change :
|
0.06% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.32 |
|
|
Last
Quarter's Ending
Price :
|
$28.56 |
|
|
Last
Quarter's Average
Price :
|
$27.75 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.02 (0.07%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
45
|
1,999,462
|
1.44%
|
|
|
|
Increased
Positions : |
110
|
14,005,185
|
10.09%
|
|
 |
Unchanged
Positions : |
40
|
7,579,758
|
5.46%
|
|
|
|
Decreased
Positions : |
96
|
-12,258,658
|
-8.83%
|
|
|
|
Closed
Positions : |
33
|
-3,199,672
|
-2.3%
|
|
|
|
Guru
Positions : |
2
|
81,017
|
0.06%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Key Financial Inc |
16 |
- |
2024-03-31 |
182,649 |
$5,216,000 |
0 |
|
| FIRST HEARTLAND CONSULTANTS INC |
107 |
- |
2023-12-31 |
57,986 |
$1,656,000 |
0 |
|
| Snowden Capital Advisors LLC |
434 |
- |
2023-12-31 |
34,888 |
$996,000 |
0 |
|
| Foster Group Inc. |
86 |
- |
2024-03-31 |
35,114 |
$990,000 |
0 |
|
| Cranbrook Wealth Management LLC |
66 |
- |
2024-03-31 |
17,411 |
$491,000 |
0 |
|
| GREENLEAF TRUST |
519 |
- |
2024-03-31 |
15,005 |
$423,000 |
0 |
|
| Transcendent Capital Group LLC |
88 |
- |
2024-03-31 |
5,234 |
$149,000 |
0 |
|
| Cape Investment Advisory Inc. |
359 |
- |
2023-12-31 |
1,640 |
$47,000 |
0 |
|
| Pinnacle Bank |
500 |
- |
2024-03-31 |
969 |
$27,000 |
0 |
|
| Sunbelt Securities Inc. |
1010 |
- |
2024-03-31 |
950 |
$27,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2495 |
- |
2023-12-31 |
826 |
$24,000 |
0 |
|
| SIGNATUREFD, LLC |
1992 |
- |
2024-03-31 |
710 |
$20,000 |
0 |
|
| FinTrust Capital Advisors LLC |
724 |
- |
2024-03-31 |
648 |
$18,000 |
0 |
|
| Kathleen S. Wright Associates Inc. |
170 |
- |
2024-03-31 |
589 |
$17,000 |
0 |
|
| Kalos Management Inc. |
93 |
- |
2023-06-30 |
453 |
$13,000 |
0 |
|
| Oakworth Capital Inc. |
469 |
- |
2024-03-31 |
380 |
$11,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
450 |
- |
2024-03-31 |
344 |
$10,000 |
0 |
|
| Jackson Hole Capital Partners LLC |
250 |
- |
2023-12-31 |
312 |
$9,000 |
0 |
|
| CULLEN FROST BANKERS INC |
831 |
- |
2023-12-31 |
292 |
$8,000 |
0 |
|
| Parallel Advisors LLC |
2408 |
- |
2023-12-31 |
260 |
$7,000 |
0 |
|
| WASHINGTON TRUST CO |
695 |
- |
2024-03-31 |
250 |
$7,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1338 |
- |
2023-12-31 |
149 |
$4,000 |
0 |
|
| CAMBRIDGE TRUST CO |
649 |
- |
2023-12-31 |
90 |
$3,000 |
0 |
|
| PrairieView Partners LLC |
338 |
- |
2024-03-31 |
59 |
$2,000 |
0 |
|
| Cornerstone Planning Group LLC |
723 |
- |
2023-12-31 |
31 |
$1,000 |
0 |
|
| Larson Financial Group LLC |
1663 |
- |
2024-03-31 |
13 |
$0 |
0 |
|
| Pacifica Partners Inc. |
521 |
- |
2024-03-31 |
15 |
$0 |
0 |
|
|
27 Records found
|
1
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