|
Institutional
Holders
Total
Institutions:
|
118 6 |
|
Total
shares held :
|
1,780,341 |
|
% of shares
held :
|
4.77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-23 |
|
Amount
of shares held :
|
-298,981 |
|
% of shares
held change :
|
-0.8% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$69.64 |
|
Last
Quarter's Ending
Price :
|
$78.58 |
|
Last
Quarter's Average
Price :
|
$73.00 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
14.28 (19.55%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
2060 |
- |
2023-12-31 |
180,246 |
$14,163,000 |
3,713 |
|
Ayalon Holdings Ltd. |
17 |
- |
2024-03-31 |
58,355 |
$5,056,000 |
8,322 |
|
Arete Wealth Advisors LLC |
92 |
- |
2023-12-31 |
36,007 |
$2,829,000 |
1,067 |
|
AMERIPRISE FINANCIAL INC |
2765 |
- |
2023-12-31 |
27,064 |
$2,132,000 |
13,033 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2189 |
- |
2023-12-31 |
19,608 |
$1,541,000 |
19,608 |
|
UBS Group AG |
3073 |
- |
2023-12-31 |
19,203 |
$1,509,000 |
2,189 |
|
MML INVESTORS SERVICES LLC |
1610 |
- |
2023-12-31 |
8,147 |
$640,000 |
667 |
|
JANNEY MONTGOMERY SCOTT LLC |
1878 |
- |
2024-03-31 |
6,609 |
$573,000 |
217 |
|
RAYMOND JAMES & ASSOCIATES |
3118 |
- |
2024-03-31 |
4,900 |
$425,000 |
82 |
|
BESSEMER GROUP INC |
889 |
- |
2023-12-31 |
4,940 |
$388,000 |
4,140 |
|
HIGHTOWER ADVISORS, LLC |
2468 |
- |
2023-12-31 |
4,823 |
$380,000 |
1,512 |
|
NATIONAL BANK OF CANADA /FI/ |
1190 |
- |
2023-12-31 |
4,049 |
$317,000 |
153 |
|
CREATIVE PLANNING |
2363 |
- |
2023-12-31 |
2,703 |
$212,000 |
2,703 |
|
Steward Partners Investment Advisory LLC |
2036 |
- |
2023-12-31 |
571 |
$45,000 |
315 |
|
FMR LLC |
3494 |
- |
2023-12-31 |
477 |
$37,000 |
101 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
387 |
$30,000 |
5 |
|
Coppell Advisory Solutions LLC |
731 |
- |
2023-12-31 |
252 |
$20,000 |
252 |
|
PRINCIPAL SECURITIES INC. |
2566 |
- |
2024-03-31 |
57 |
$5,000 |
2 |
|
|
18 Records found
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1
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Page 1 of 1 |
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