| |
Institutional
Holders
Total
Institutions:
 |
194  1 |
|
|
Total
shares held :
|
2,326,051 |
|
|
% of shares
held :
|
3.28% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
|
Amount
of shares held :
|
-208,848 |
|
|
% of shares
held change :
|
-0.29% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$124.47 |
|
|
Last
Quarter's Ending
Price :
|
$138.16 |
|
|
Last
Quarter's Average
Price :
|
$128.38 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 17.10 (13.32%) |
|
|
|
|
|
|
|
|
|
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/ |
1244 |
- |
2023-12-31 |
315,095 |
$43,534,000 |
13,933 |
|
| MORGAN STANLEY |
1879 |
- |
2023-12-31 |
312,307 |
$43,149,000 |
12,393 |
|
| Green Harvest Asset Management LLC |
17 |
- |
2023-12-31 |
288,743 |
$39,893,000 |
1,825 |
|
| UBS Group AG |
1104 |
- |
2023-12-31 |
140,200 |
$19,370,000 |
8,647 |
|
| LPL FINANCIAL CORP |
1280 |
- |
2024-03-31 |
73,005 |
$10,785,000 |
875 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
420 |
- |
2023-12-31 |
62,767 |
$8,672,000 |
26,200 |
|
| Milestone Advisory Partners |
13 |
- |
2023-09-30 |
24,937 |
$3,150,000 |
3,381 |
|
| Advisor Group Holdings Inc. |
1368 |
- |
2024-03-31 |
21,141 |
$3,124,000 |
1,018 |
|
| Barber Financial Group Inc. |
26 |
- |
2023-03-31 |
22,130 |
$2,933,000 |
22,130 |
|
| Kellett Schaffner Wealth Advisors LLC |
18 |
- |
2024-03-31 |
10,972 |
$1,621,000 |
2,319 |
|
| Wealthstar Advisors LLC |
26 |
- |
2024-03-31 |
10,855 |
$1,603,000 |
49 |
|
| Rockefeller Capital Management L.P. |
991 |
- |
2023-12-31 |
11,403 |
$1,576,000 |
430 |
|
| BANK OF MONTREAL /CAN/ |
1447 |
- |
2023-12-31 |
11,021 |
$1,538,000 |
4,240 |
|
| Navis Wealth Advisors LLC |
14 |
- |
2024-03-31 |
7,869 |
$1,163,000 |
24 |
|
| Kalos Management Inc. |
16 |
- |
2023-06-30 |
8,659 |
$1,152,000 |
151 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2785 |
- |
2024-03-31 |
5,630 |
$832,000 |
3,945 |
|
| Kestra Advisory Services LLC |
1266 |
- |
2023-12-31 |
5,409 |
$747,000 |
224 |
|
| PICTON MAHONEY ASSET MANAGEMENT |
218 |
- |
2024-03-31 |
4,700 |
$694,000 |
2,400 |
|
| BKD WEALTH ADVISORS LLC |
250 |
- |
2024-03-31 |
4,522 |
$668,000 |
91 |
|
| MERCER GLOBAL ADVISORS INC /ADV |
1180 |
- |
2023-12-31 |
4,576 |
$632,000 |
2,002 |
|
| FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
222 |
- |
2024-03-31 |
4,240 |
$626,000 |
50 |
|
| UNIONVIEW LLC |
39 |
- |
2024-03-31 |
4,173 |
$617,000 |
13 |
|
| Qube Research & Technologies Ltd |
1932 |
- |
2023-12-31 |
3,777 |
$522,000 |
1,478 |
|
| Family Firm Inc. |
112 |
- |
2024-03-31 |
3,360 |
$496,000 |
11 |
|
| IFRAH FINANCIAL SERVICES INC |
122 |
- |
2024-03-31 |
3,127 |
$462,000 |
11 |
|
| Spire Wealth Management |
566 |
- |
2024-03-31 |
2,872 |
$424,000 |
64 |
|
| COMERICA SECURITIESINC. |
314 |
- |
2023-09-30 |
3,087 |
$392,000 |
38 |
|
| Aspen Wealth Strategies LLC |
50 |
- |
2023-12-31 |
2,819 |
$390,000 |
35 |
|
| JANNEY MONTGOMERY SCOTT LLC |
2195 |
- |
2024-03-31 |
2,462 |
$364,000 |
968 |
|
| MCCORMACK ADVISORS INTERNATIONAL |
862 |
- |
2024-03-31 |
2,183 |
$323,000 |
45 |
|
| Legacy Advisors LLC |
248 |
- |
2024-03-31 |
2,122 |
$314,000 |
6 |
|
| Fifth Third Securities Inc. |
219 |
- |
2024-03-31 |
2,095 |
$309,000 |
97 |
|
| Snowden Capital Advisors LLC |
973 |
- |
2023-12-31 |
1,818 |
$251,000 |
6 |
|
| SOUTHERN CAPITAL ADVISORS LLC |
62 |
- |
2024-03-31 |
1,604 |
$237,000 |
5 |
|
| Glass Jacobson Investment Advisors llc |
203 |
- |
2024-03-31 |
1,503 |
$222,000 |
23 |
|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2120 |
- |
2024-03-31 |
1,455 |
$215,000 |
2 |
|
| PRINCIPAL SECURITIES INC. |
997 |
- |
2024-03-31 |
1,406 |
$208,000 |
24 |
|
| FMR LLC |
2831 |
- |
2023-12-31 |
1,319 |
$182,000 |
109 |
|
| Mine & Arao Wealth Creation & Management LLC. |
134 |
- |
2024-03-31 |
423 |
$62,000 |
2 |
|
| WETZEL INVESTMENT ADVISORS INC. |
251 |
- |
2024-03-31 |
329 |
$47,000 |
21 |
|
| Coastal Investment Advisors Inc. |
576 |
- |
2024-03-31 |
280 |
$41,000 |
280 |
|
| BLAIR WILLIAM & CO/IL |
1635 |
- |
2024-03-31 |
227 |
$33,000 |
12 |
|
|
42 Records found
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1
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