| |
Institutional
Holders
Total
Institutions:
 |
324  11 |
|
|
Total
shares held :
|
12,785,147 |
|
|
% of shares
held :
|
12.29% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -17 |
|
|
Amount
of shares held :
|
-1,594,614 |
|
|
% of shares
held change :
|
-1.53% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$73.79 |
|
|
Last
Quarter's Ending
Price :
|
$85.41 |
|
|
Last
Quarter's Average
Price :
|
$77.96 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
14.52 (18.62%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Connectus Wealth LLC |
137 |
*New |
2023-12-31 |
82,130 |
$7,026,000 |
82,130 |
|
| TOWNSQUARE CAPITAL LLC |
274 |
*New |
2023-12-31 |
45,415 |
$3,879,000 |
45,415 |
|
| EWG Elevate Inc. |
25 |
*New |
2024-03-31 |
40,183 |
$3,843,000 |
40,183 |
|
| Colony Family Offices LLC |
16 |
*New |
2023-12-31 |
32,591 |
$2,784,000 |
32,591 |
|
| HSBC HOLDINGS PLC |
1310 |
*New |
2023-12-31 |
14,750 |
$1,260,000 |
14,750 |
|
| J.W. COLE ADVISORS INC. |
291 |
*New |
2023-12-31 |
12,834 |
$1,096,000 |
12,834 |
|
| One Capital Management LLC |
173 |
*New |
2023-12-31 |
12,634 |
$1,079,000 |
12,634 |
|
| One Charles Private Wealth Services LLC |
45 |
*New |
2023-12-31 |
10,547 |
$901,000 |
10,547 |
|
| JANE STREET GROUP LLC |
3505 |
*New |
2023-12-31 |
8,874 |
$758,000 |
8,874 |
|
| NAVELLIER & ASSOCIATES INC |
222 |
*New |
2023-12-31 |
5,788 |
$494,000 |
5,788 |
|
| Oakmont Partners LLC |
515 |
*New |
2024-03-31 |
4,870 |
$466,000 |
4,870 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
544 |
*New |
2023-12-31 |
4,373 |
$374,000 |
4,373 |
|
| Eagle Strategies LLC |
194 |
*New |
2024-03-31 |
3,835 |
$367,000 |
3,835 |
|
| Adviser Investments LLC |
422 |
*New |
2023-12-31 |
3,895 |
$333,000 |
3,895 |
|
| GTS SECURITIES LLC |
1115 |
*New |
2023-12-31 |
3,441 |
$294,000 |
3,441 |
|
| Baird Financial Group Inc. |
1533 |
*New |
2023-12-31 |
3,342 |
$285,000 |
3,342 |
|
| Touchstone Capital Inc. |
22 |
*New |
2024-03-31 |
2,837 |
$271,000 |
2,837 |
|
| RETIREMENT PLANNING GROUP |
196 |
*New |
2024-03-31 |
2,581 |
$247,000 |
2,581 |
|
| We Are One Seven LLC |
766 |
*New |
2023-12-31 |
2,840 |
$243,000 |
2,840 |
|
| Gladstone Institutional Advisory LLC |
587 |
*New |
2023-12-31 |
2,729 |
$233,000 |
2,729 |
|
| Envestnet Portfolio Solutions Inc. |
1429 |
*New |
2023-12-31 |
2,713 |
$232,000 |
2,713 |
|
| FINEMARK NATIONAL BANK & TRUST |
376 |
*New |
2023-12-31 |
2,625 |
$224,000 |
2,625 |
|
| PARK AVENUE SECURITIES LLC |
1301 |
*New |
2024-03-31 |
2,235 |
$214,000 |
2,235 |
|
| SeaCrest Wealth Management LLC |
555 |
*New |
2024-03-31 |
2,181 |
$209,000 |
2,181 |
|
| waypoint wealth counsel |
89 |
*New |
2024-03-31 |
2,176 |
$208,000 |
2,176 |
|
| Financial Alternatives Inc |
77 |
*New |
2023-12-31 |
2,406 |
$205,000 |
2,406 |
|
| BIONDO INVESTMENT ADVISORS LLC |
81 |
*New |
2023-12-31 |
2,365 |
$202,000 |
2,365 |
|
| YHB INVESTMENT ADVISORS, INC. |
279 |
*New |
2024-03-31 |
1,950 |
$187,000 |
1,950 |
|
| Hartland & Co. LLC |
473 |
*New |
2023-12-31 |
2,000 |
$171,000 |
2,000 |
|
| ANGELES WEALTH MANAGEMENT LLC |
218 |
*New |
2023-12-31 |
913 |
$78,000 |
913 |
|
| MITCHELL SINKLER & STARR/PA |
189 |
*New |
2023-12-31 |
780 |
$67,000 |
780 |
|
| SIMPLEX TRADING LLC |
1742 |
*New |
2024-03-31 |
173 |
$16,000 |
173 |
|
| SHEETS SMITH & ASSOCIATES INC |
430 |
*New |
2023-09-30 |
219 |
$16,000 |
219 |
|
| Coppell Advisory Solutions LLC |
837 |
*New |
2023-12-31 |
162 |
$14,000 |
162 |
|
| Pacifica Partners Inc. |
384 |
*New |
2024-03-31 |
86 |
$8,000 |
86 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
1350 |
*New |
2023-12-31 |
45 |
$4,000 |
45 |
|
| KESSLER INVESTMENT GROUP, LLC |
180 |
*New |
2024-03-31 |
3 |
$0 |
3 |
|
|
37 Records found
|
1
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