| |
Institutional
Holders
Total
Institutions:
 |
394  8 |
|
|
Total
shares held :
|
40,934,236 |
|
|
% of shares
held :
|
45.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
91 |
|
|
Amount
of shares held :
|
6,467,209 |
|
|
% of shares
held change :
|
7.19% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$155.46 |
|
|
Last
Quarter's Ending
Price :
|
$175.22 |
|
|
Last
Quarter's Average
Price :
|
$164.13 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
31.79 (19.37%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
23 |
*New |
2024-03-31 |
276,578 |
$53,960,000 |
276,578 |
|
| Williams Financial LLC |
2 |
*New |
2024-03-31 |
113,147 |
$22,075,000 |
113,147 |
|
| Berger Financial Group Inc |
37 |
*New |
2024-03-31 |
35,537 |
$6,933,000 |
35,537 |
|
| PFG Investments LLC |
65 |
*New |
2024-03-31 |
26,417 |
$5,154,000 |
26,417 |
|
| Future Financial Wealth Managment LLC |
7 |
*New |
2024-03-31 |
18,656 |
$3,640,000 |
18,656 |
|
| Colonial River Wealth Management LLC |
|
*New |
2023-12-31 |
12,070 |
$2,115,000 |
12,070 |
|
| Avestar Capital LLC |
70 |
*New |
2023-12-31 |
8,383 |
$1,469,000 |
8,383 |
|
| Coppell Advisory Solutions LLC |
83 |
*New |
2023-12-31 |
8,012 |
$1,404,000 |
8,012 |
|
| Eagle Strategies LLC |
86 |
*New |
2024-03-31 |
6,613 |
$1,290,000 |
6,613 |
|
| TITLEIST ASSET MANAGEMENT LTD. |
84 |
*New |
2022-12-31 |
9,913 |
$1,195,000 |
9,913 |
|
| Auxano Advisors LLC |
52 |
*New |
2024-03-31 |
5,838 |
$1,139,000 |
5,838 |
|
| Y-Intercept (Hong Kong) Ltd |
351 |
*New |
2023-12-31 |
5,144 |
$901,000 |
5,144 |
|
| DOVER ADVISORS LLC |
68 |
*New |
2024-03-31 |
3,397 |
$663,000 |
3,397 |
|
| Retireful LLC |
87 |
*New |
2024-03-31 |
3,200 |
$624,000 |
3,200 |
|
| HRT FINANCIAL LLC |
1164 |
*New |
2023-12-31 |
3,460 |
$606,000 |
3,460 |
|
| COLONY GROUP, LLC |
569 |
*New |
2023-12-31 |
3,030 |
$531,000 |
3,030 |
|
| MORNINGSTAR INVESTMENT SERVICES, INC. |
302 |
*New |
2023-12-31 |
2,491 |
$438,000 |
2,491 |
|
| Heritage Trust Co |
206 |
*New |
2023-12-31 |
2,408 |
$422,000 |
2,408 |
|
| QRG CAPITAL MANAGEMENT INC. |
806 |
*New |
2023-12-31 |
2,141 |
$375,000 |
2,141 |
|
| GTS SECURITIES LLC |
1106 |
*New |
2023-12-31 |
1,726 |
$302,000 |
1,726 |
|
| Resources Investment Advisors Inc. |
905 |
*New |
2023-12-31 |
1,698 |
$298,000 |
1,698 |
|
| BUCKINGHAM ASSET MANAGEMENT, LLC |
583 |
*New |
2023-12-31 |
1,614 |
$283,000 |
1,614 |
|
| Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
309 |
*New |
2024-03-31 |
1,388 |
$271,000 |
1,388 |
|
| HARTLINE INVESTMENT CORP/ |
309 |
*New |
2024-03-31 |
1,388 |
$271,000 |
1,388 |
|
| Redwood Financial Network Corp |
128 |
*New |
2024-03-31 |
1,211 |
$236,000 |
1,211 |
|
| Alta Wealth Advisors LLC |
125 |
*New |
2024-03-31 |
1,057 |
$206,000 |
1,057 |
|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
669 |
*New |
2024-03-31 |
1,054 |
$206,000 |
1,054 |
|
| INSTRUMENTAL WEALTH LLC |
|
*New |
2023-12-31 |
1,095 |
$201,000 |
1,095 |
|
| PEAPACK GLADSTONE FINANCIAL CORP |
657 |
*New |
2023-12-31 |
1,139 |
$200,000 |
1,139 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
387 |
*New |
2024-03-31 |
968 |
$189,000 |
968 |
|
| SCBT FINANCIAL CORP |
255 |
*New |
2023-12-31 |
929 |
$163,000 |
929 |
|
| CENTAURUS FINANCIAL INC. |
741 |
*New |
2023-12-31 |
612 |
$107,000 |
612 |
|
| Fairway Wealth LLC |
55 |
*New |
2024-03-31 |
416 |
$81,000 |
416 |
|
| Gilliland Jeter Wealth Management LLC |
386 |
*New |
2024-03-31 |
88 |
$17,000 |
88 |
|
| Dunhill Financial LLC |
279 |
*New |
2023-12-31 |
36 |
$6,000 |
36 |
|
| Larson Financial Group LLC |
1185 |
*New |
2024-03-31 |
25 |
$5,000 |
25 |
|
| Pacifica Partners Inc. |
422 |
*New |
2024-03-31 |
20 |
$4,000 |
20 |
|
|
37 Records found
|
1
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