|
Institutional
Holders
Total
Institutions:
|
203 4 |
|
Total
shares held :
|
4,106,065 |
|
% of shares
held :
|
4.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-665,881 |
|
% of shares
held change :
|
-0.74% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$153.04 |
|
Last
Quarter's Ending
Price :
|
$179.21 |
|
Last
Quarter's Average
Price :
|
$161.52 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
96.98 (60.04%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
444 |
- |
2023-12-31 |
486,452 |
$87,177,000 |
-5,079 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
12 |
- |
2023-12-31 |
453,872 |
$81,338,000 |
367 |
|
GOLDMAN SACHS GROUP INC/ |
798 |
- |
2023-12-31 |
401,581 |
$71,967,000 |
-188,965 |
|
MORGAN STANLEY |
1536 |
- |
2023-12-31 |
336,078 |
$60,229,000 |
-8,908 |
|
BANK OF AMERICA CORP /DE/ |
1329 |
- |
2023-12-31 |
213,260 |
$38,218,000 |
-89,126 |
|
ROYAL BANK OF CANADA |
872 |
- |
2023-12-31 |
182,574 |
$32,719,000 |
-12,450 |
|
RAYMOND JAMES & ASSOCIATES |
561 |
- |
2024-03-31 |
493,209 |
$32,700,000 |
324,042 |
|
WELLS FARGO & CO/MN |
1034 |
- |
2023-12-31 |
121,130 |
$21,708,000 |
-4,166 |
|
Baltimore-Washington Financial Advisors Inc. |
23 |
- |
2023-12-31 |
116,277 |
$20,838,000 |
6,063 |
|
LPL FINANCIAL CORP |
911 |
- |
2023-12-31 |
104,097 |
$18,655,000 |
-128 |
|
Circle Wealth Management LLC |
21 |
- |
2023-12-31 |
98,200 |
$17,598,000 |
0 |
|
UBS Group AG |
1201 |
- |
2023-12-31 |
89,857 |
$16,103,000 |
-10,648 |
|
JANNEY MONTGOMERY SCOTT LLC |
356 |
- |
2023-12-31 |
89,685 |
$16,072,000 |
-3,038 |
|
J P MORGAN CHASE & CO |
1815 |
- |
2023-12-31 |
77,457 |
$13,881,000 |
20,216 |
|
Kozak & Associates Inc. |
8 |
- |
2023-12-31 |
74,156 |
$13,024,000 |
-5,289 |
|
BB&T CORP |
564 |
- |
2023-12-31 |
62,691 |
$11,235,000 |
2,659 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
74 |
- |
2024-03-31 |
164,106 |
$10,880,000 |
106,704 |
|
CAPTRUST FINANCIAL ADVISORS |
356 |
- |
2023-12-31 |
59,768 |
$10,711,000 |
-1,574 |
|
BANK OF MONTREAL /CAN/ |
881 |
- |
2023-12-31 |
53,251 |
$9,583,000 |
-1,991 |
|
ARKANSAS FINANCIAL GROUP INC. |
14 |
- |
2024-03-31 |
140,769 |
$9,333,000 |
92,753 |
|
QUANTITATIVE ADVANTAGE LLC |
24 |
- |
2023-03-31 |
58,787 |
$8,874,000 |
-52 |
|
SAM Advisors LLC |
9 |
- |
2023-12-31 |
41,210 |
$7,385,000 |
210 |
|
Private Advisor Group LLC |
324 |
- |
2023-12-31 |
40,337 |
$7,229,000 |
-1,153 |
|
Howard Capital Management Group LLC |
34 |
- |
2024-03-31 |
108,426 |
$7,189,000 |
72,020 |
|
Holt Capital Advisors L.L.C. dba Holt Capital Part |
19 |
- |
2023-12-31 |
39,969 |
$7,163,000 |
443 |
|
Green Harvest Asset Management LLC |
48 |
- |
2023-12-31 |
36,244 |
$6,495,000 |
19,293 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
491 |
- |
2023-12-31 |
34,226 |
$6,134,000 |
-5,251 |
|
STIFEL FINANCIAL CORP |
1061 |
- |
2023-12-31 |
30,322 |
$5,434,000 |
-362 |
|
Beacon Pointe Advisors LLC |
287 |
- |
2023-12-31 |
27,606 |
$4,947,000 |
-837 |
|
SCOTIA CAPITAL INC. |
249 |
- |
2023-12-31 |
26,524 |
$4,753,000 |
-292 |
|
BANK OF NOVA SCOTIA / |
515 |
- |
2023-12-31 |
24,200 |
$4,337,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1282 |
- |
2023-12-31 |
22,302 |
$3,997,000 |
5,229 |
|
J.W. COLE ADVISORS INC. |
103 |
- |
2023-12-31 |
21,513 |
$3,855,000 |
-6,809 |
|
Wealthgate Family Office LLC |
2 |
- |
2023-12-31 |
18,428 |
$3,303,000 |
11 |
|
SOUTHERN CAPITAL ADVISORS LLC |
|
*New |
2023-12-31 |
18,394 |
$3,296,000 |
18,394 |
|
HIGHTOWER ADVISORS, LLC |
1207 |
- |
2023-12-31 |
16,396 |
$2,942,000 |
497 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
642 |
- |
2023-09-30 |
17,687 |
$2,735,000 |
-1,000 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1479 |
- |
2023-12-31 |
14,811 |
$2,654,000 |
-67 |
|
MARINER WEALTH ADVISORS, LLC |
971 |
- |
2023-12-31 |
13,257 |
$2,376,000 |
-596 |
|
Advisor Group Holdings Inc. |
1759 |
- |
2023-12-31 |
12,790 |
$2,293,000 |
-18,805 |
|
Family Firm Inc. |
38 |
- |
2023-12-31 |
12,624 |
$2,262,000 |
-461 |
|
Diversified LLC |
21 |
- |
2023-12-31 |
11,960 |
$2,143,000 |
-100 |
|
GeoWealth Management LLC |
113 |
- |
2023-12-31 |
11,921 |
$2,136,000 |
3,101 |
|
CITADEL ADVISORS LLC |
2326 |
- |
2023-12-31 |
10,944 |
$1,961,000 |
-3,680 |
|
AMERIPRISE FINANCIAL INC |
2813 |
- |
2023-12-31 |
10,863 |
$1,947,000 |
-173 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1671 |
- |
2024-03-31 |
27,722 |
$1,838,000 |
18,276 |
|
Fifth Third Securities Inc. |
114 |
- |
2024-03-31 |
27,144 |
$1,800,000 |
17,313 |
|
Source Financial Advisors LLC |
40 |
- |
2023-12-31 |
8,164 |
$1,463,000 |
-124 |
|
PATTEN & PATTEN INC/TN |
|
- |
2023-12-31 |
7,927 |
$1,421,000 |
-535 |
|
Equitable Holdings Inc. |
497 |
- |
2023-12-31 |
7,849 |
$1,407,000 |
3,819 |
|
IHT Wealth Management LLC |
309 |
- |
2023-12-31 |
7,608 |
$1,363,000 |
-89 |
|
FINANCIAL NETWORK |
1176 |
- |
2023-12-31 |
7,607 |
$1,363,000 |
-619 |
|
COMERICA BANK |
1418 |
- |
2023-12-31 |
6,934 |
$1,243,000 |
-1,188 |
|
CREATIVE PLANNING |
1118 |
- |
2023-12-31 |
6,919 |
$1,240,000 |
-724 |
|
STEPHENS INC /AR/ |
492 |
- |
2023-12-31 |
6,824 |
$1,223,000 |
-892 |
|
CIBC WORLD MARKETS INC. |
652 |
- |
2023-12-31 |
6,347 |
$1,137,000 |
-145 |
|
Focus Financial Network Inc. |
237 |
- |
2024-03-31 |
17,867 |
$1,120,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
590 |
- |
2023-12-31 |
6,202 |
$1,111,000 |
-63 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1660 |
- |
2024-03-31 |
16,333 |
$1,083,000 |
9,617 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
303 |
- |
2023-12-31 |
6,020 |
$1,079,000 |
0 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
120 |
- |
2023-12-31 |
5,970 |
$1,070,000 |
0 |
|
FMR LLC |
2312 |
- |
2023-12-31 |
5,947 |
$1,066,000 |
821 |
|
NATIONAL BANK OF CANADA /FI/ |
1020 |
- |
2023-12-31 |
5,520 |
$989,000 |
842 |
|
California Capital Advisors Inc. |
30 |
- |
2023-12-31 |
5,505 |
$987,000 |
2,621 |
|
CWM LLC |
850 |
- |
2024-03-31 |
14,882 |
$987,000 |
10,121 |
|
COTTONWOOD CAPITAL ADVISORS LLC |
34 |
- |
2024-03-31 |
15,061 |
$945,000 |
9,943 |
|
TOWER RESEARCH CAPITAL LLC |
896 |
- |
2023-12-31 |
5,219 |
$935,000 |
5,219 |
|
PRUDENTIAL FINANCIAL INC |
1856 |
- |
2023-12-31 |
5,209 |
$934,000 |
339 |
|
LITMAN GREGORY ASSET MANAGEMENT LLC |
72 |
- |
2023-12-31 |
4,795 |
$859,000 |
0 |
|
GARRISON POINT ADVISORS LLC |
57 |
- |
2023-12-31 |
4,635 |
$831,000 |
-80 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
301 |
*New |
2023-12-31 |
4,623 |
$829,000 |
4,623 |
|
MML INVESTORS SERVICES LLC |
1488 |
- |
2023-12-31 |
4,426 |
$793,000 |
91 |
|
SUMMIT FINANCIAL GROUP INC |
93 |
- |
2024-03-31 |
11,928 |
$791,000 |
7,952 |
|
Mine & Arao Wealth Creation & Management LLC. |
27 |
- |
2023-12-31 |
4,281 |
$767,000 |
34 |
|
Goss Wealth Management LLC |
1080 |
- |
2023-12-31 |
4,085 |
$732,000 |
674 |
|
BANK HAPOALIM BM |
|
- |
2023-12-31 |
3,978 |
$713,000 |
-335 |
|
Sunbelt Securities Inc. |
263 |
- |
2024-03-31 |
9,517 |
$631,000 |
5,928 |
|
Castle Rock Wealth Management LLC |
129 |
- |
2023-12-31 |
3,515 |
$628,000 |
-82 |
|
Quadrant Private Wealth Management LLC |
117 |
- |
2023-12-31 |
3,379 |
$606,000 |
-10 |
|
Financial Partners Group Inc |
83 |
- |
2023-12-31 |
3,260 |
$584,000 |
207 |
|
Lido Advisors LLC |
723 |
- |
2023-12-31 |
3,120 |
$559,000 |
37 |
|
AMG NATIONAL TRUST BANK |
328 |
- |
2023-12-31 |
3,120 |
$559,000 |
4 |
|
WEDBUSH MORGAN SECURITIES INC |
516 |
- |
2023-12-31 |
3,106 |
$557,000 |
-76 |
|
Apexium Financial LP |
136 |
- |
2024-03-31 |
7,980 |
$529,000 |
5,320 |
|
Steward Partners Investment Advisory LLC |
979 |
- |
2023-12-31 |
2,913 |
$522,000 |
-49 |
|
Kestra Advisory Services LLC |
1494 |
- |
2023-12-31 |
2,906 |
$521,000 |
-108 |
|
PROSPERA FINANCIAL SERVICES |
656 |
- |
2023-12-31 |
2,822 |
$506,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
807 |
- |
2023-12-31 |
2,803 |
$502,000 |
-711 |
|
Cresset Asset Management LLC |
1217 |
- |
2023-12-31 |
2,786 |
$499,000 |
2 |
|
US BANCORP |
1489 |
- |
2023-12-31 |
2,760 |
$495,000 |
-85 |
|
H D Vest Advisory Services |
984 |
- |
2023-12-31 |
2,735 |
$490,000 |
312 |
|
Aurum Wealth Management Group LLC |
203 |
- |
2024-03-31 |
7,065 |
$468,000 |
4,622 |
|
Baird Financial Group Inc. |
1372 |
- |
2023-12-31 |
2,583 |
$463,000 |
243 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
2,481 |
$445,000 |
0 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1388 |
- |
2023-12-31 |
2,471 |
$443,000 |
50 |
|
Financial Freedom LLC |
66 |
- |
2024-03-31 |
6,604 |
$438,000 |
2,084 |
|
OMNI 360 Wealth Inc. |
67 |
*New |
2024-03-31 |
6,580 |
$436,000 |
6,580 |
|
DAVIDSON D A & CO |
1003 |
- |
2023-12-31 |
2,372 |
$425,000 |
100 |
|
TRUE Private Wealth Advisors |
193 |
- |
2024-03-31 |
6,207 |
$412,000 |
3,799 |
|
PRINCIPAL SECURITIES INC. |
675 |
- |
2023-12-31 |
2,292 |
$411,000 |
0 |
|
|
100 Records found
|
1
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