|
Institutional
Holders
Total
Institutions:
|
205 5 |
|
Total
shares held :
|
3,240,887 |
|
% of shares
held :
|
42.64% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
26 |
|
Amount
of shares held :
|
44,976 |
|
% of shares
held change :
|
0.59% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$104.31 |
|
Last
Quarter's Ending
Price :
|
$116.53 |
|
Last
Quarter's Average
Price :
|
$108.72 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.87 (12.76%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1634 |
- |
2023-12-31 |
469,565 |
$54,719,000 |
-1,721 |
|
LPL FINANCIAL CORP |
609 |
- |
2023-12-31 |
314,577 |
$36,658,000 |
7,537 |
|
PNC FINANCIAL SERVICES GROUP INC |
343 |
- |
2023-12-31 |
212,135 |
$24,720,000 |
32,599 |
|
SAVANT CAPITAL MANAGEMENT INC |
72 |
- |
2023-12-31 |
165,085 |
$19,237,000 |
2,326 |
|
BANK OF AMERICA CORP /DE/ |
1986 |
- |
2023-12-31 |
135,297 |
$15,766,000 |
5,213 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
573 |
- |
2023-12-31 |
121,824 |
$14,196,000 |
2,151 |
|
WELLS FARGO & CO/MN |
1348 |
- |
2023-12-31 |
105,776 |
$12,326,000 |
2,308 |
|
ROYAL BANK OF CANADA |
1408 |
- |
2023-12-31 |
92,809 |
$10,816,000 |
-393 |
|
UBS Group AG |
1616 |
- |
2023-12-31 |
66,972 |
$7,804,000 |
-11,055 |
|
Advisor Group Holdings Inc. |
960 |
- |
2023-12-31 |
64,005 |
$7,459,000 |
-2,274 |
|
BANK OF MONTREAL /CAN/ |
976 |
- |
2023-12-31 |
55,962 |
$6,546,000 |
27,056 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1006 |
- |
2024-03-31 |
49,216 |
$6,304,000 |
447 |
|
GOLDMAN SACHS GROUP INC/ |
2417 |
- |
2023-12-31 |
53,011 |
$6,177,000 |
-22,820 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
649 |
- |
2024-03-31 |
39,873 |
$5,107,000 |
3,948 |
|
CREATIVE PLANNING |
580 |
- |
2023-12-31 |
40,453 |
$4,714,000 |
-294 |
|
CAPTRUST FINANCIAL ADVISORS |
577 |
- |
2023-12-31 |
40,358 |
$4,703,000 |
-1,181 |
|
Lowe fs LLC |
11 |
- |
2024-03-31 |
36,158 |
$4,632,000 |
-418 |
|
WEDBUSH MORGAN SECURITIES INC |
76 |
- |
2023-12-31 |
39,506 |
$4,604,000 |
-16,856 |
|
RAYMOND JAMES & ASSOCIATES |
1650 |
- |
2024-03-31 |
35,558 |
$4,555,000 |
-301 |
|
BANK OF NEW YORK MELLON CORP |
2408 |
- |
2024-03-31 |
32,433 |
$4,154,000 |
2 |
|
ENVESTNET ASSET MANAGEMENT INC |
2030 |
- |
2023-12-31 |
34,416 |
$4,010,000 |
-665 |
|
COMERICA BANK |
809 |
- |
2023-12-31 |
33,845 |
$3,944,000 |
133 |
|
KOCHIS FITZ/QUINTILE LLC |
61 |
- |
2024-03-31 |
29,744 |
$3,810,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
354 |
- |
2023-12-31 |
30,157 |
$3,514,000 |
190 |
|
TD Waterhouse Canada Inc. |
260 |
- |
2023-12-31 |
26,223 |
$3,370,000 |
1,583 |
|
Merit Financial Group LLC |
138 |
- |
2023-12-31 |
28,465 |
$3,317,000 |
0 |
|
AMERIPRISE FINANCIAL INC |
2549 |
- |
2023-12-31 |
27,539 |
$3,209,000 |
8,210 |
|
FIRST HEARTLAND CONSULTANTS INC |
67 |
- |
2023-12-31 |
25,941 |
$3,023,000 |
2,721 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
669 |
- |
2023-12-31 |
24,923 |
$2,904,000 |
1,631 |
|
Asset Advisors Investment Management LLC |
48 |
- |
2023-12-31 |
24,300 |
$2,832,000 |
0 |
|
Private Advisor Group LLC |
632 |
- |
2023-12-31 |
24,153 |
$2,814,000 |
10 |
|
STIFEL FINANCIAL CORP |
1457 |
- |
2023-12-31 |
23,469 |
$2,735,000 |
-116 |
|
MONEY CONCEPTS CAPITAL CORP |
113 |
- |
2023-12-31 |
21,653 |
$2,523,000 |
765 |
|
TrinityPoint Wealth LLC |
58 |
- |
2023-12-31 |
20,807 |
$2,425,000 |
-558 |
|
FMR LLC |
2120 |
- |
2023-12-31 |
20,631 |
$2,404,000 |
820 |
|
BB&T CORP |
1217 |
- |
2023-12-31 |
17,767 |
$2,070,000 |
-349 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1254 |
- |
2024-03-31 |
15,544 |
$1,991,000 |
-1,210 |
|
HIGHTOWER ADVISORS, LLC |
1405 |
- |
2023-12-31 |
16,876 |
$1,970,000 |
204 |
|
EP WEALTH ADVISORS, INC. |
262 |
- |
2023-12-31 |
16,391 |
$1,910,000 |
-615 |
|
Comprehensive Portfolio Management LLC |
208 |
- |
2024-03-31 |
14,817 |
$1,898,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1951 |
- |
2023-12-31 |
16,180 |
$1,885,000 |
11,984 |
|
TNB FINANCIAL |
83 |
- |
2024-03-31 |
13,209 |
$1,692,000 |
-477 |
|
Stratos Wealth Advisors LLC |
236 |
- |
2024-03-31 |
12,200 |
$1,563,000 |
5,394 |
|
TIAA FSB |
278 |
- |
2023-06-30 |
14,336 |
$1,553,000 |
-613 |
|
Sage Investment Advisers LLC |
19 |
- |
2024-03-31 |
11,978 |
$1,534,000 |
2 |
|
Steward Partners Investment Advisory LLC |
595 |
- |
2023-12-31 |
12,671 |
$1,477,000 |
205 |
|
TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
12,407 |
$1,446,000 |
-238 |
|
Mine & Arao Wealth Creation & Management LLC. |
21 |
- |
2023-12-31 |
11,281 |
$1,315,000 |
103 |
|
MERCER GLOBAL ADVISORS INC /ADV |
879 |
- |
2023-12-31 |
11,062 |
$1,289,000 |
88 |
|
Ellis Investment Partners LLC |
75 |
- |
2024-03-31 |
9,796 |
$1,255,000 |
944 |
|
Kestra Advisory Services LLC |
1019 |
- |
2023-12-31 |
10,406 |
$1,213,000 |
3,972 |
|
Kaydan Wealth Management Inc. |
30 |
- |
2024-03-31 |
9,292 |
$1,190,000 |
0 |
|
BROWN ADVISORY HOLDINGS INC |
747 |
- |
2024-03-31 |
9,094 |
$1,165,000 |
0 |
|
FINANCIAL NETWORK |
1275 |
- |
2023-12-31 |
9,914 |
$1,155,000 |
238 |
|
J P MORGAN CHASE & CO |
3245 |
- |
2023-12-31 |
9,904 |
$1,154,000 |
6,095 |
|
SEVEN MILE ADVISORY |
20 |
- |
2023-12-31 |
9,306 |
$1,084,000 |
0 |
|
MATHES COMPANY INC |
58 |
- |
2023-12-31 |
9,000 |
$1,049,000 |
0 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
272 |
- |
2023-12-31 |
8,979 |
$1,046,000 |
-145 |
|
Kelman-Lazarov Inc. |
50 |
- |
2023-12-31 |
8,850 |
$1,031,000 |
0 |
|
SCHRODER INVESTMENT MANAGEMENT GROUP |
935 |
*New |
2023-12-31 |
8,700 |
$1,014,000 |
8,700 |
|
FAYEZ SAROFIM & CO |
163 |
- |
2023-12-31 |
8,000 |
$980,000 |
0 |
|
GenWealth Group Inc. |
41 |
- |
2024-03-31 |
7,645 |
$979,000 |
-119 |
|
NorthRock Partners LLC |
108 |
- |
2023-12-31 |
8,364 |
$975,000 |
-2,241 |
|
IHT Wealth Management LLC |
398 |
- |
2023-12-31 |
8,234 |
$960,000 |
-225 |
|
MARINER WEALTH ADVISORS, LLC |
1475 |
- |
2023-12-31 |
8,053 |
$938,000 |
88 |
|
Mutual Advisors LLC |
474 |
- |
2023-12-31 |
7,905 |
$921,000 |
-1,238 |
|
Novak & Powell Financial Services Inc. |
43 |
- |
2023-12-31 |
7,732 |
$901,000 |
0 |
|
Sunbelt Securities Inc. |
195 |
- |
2024-03-31 |
7,034 |
$901,000 |
-1,871 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
341 |
- |
2023-12-31 |
7,654 |
$892,000 |
132 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
182 |
- |
2024-03-31 |
6,873 |
$880,000 |
267 |
|
Sigma Planning Corp |
296 |
- |
2023-12-31 |
7,512 |
$875,000 |
-5,790 |
|
CORTLAND ASSOCIATES INC/MO |
33 |
- |
2024-03-31 |
6,723 |
$861,000 |
-240 |
|
AE Wealth Management LLC |
1210 |
- |
2023-12-31 |
7,040 |
$838,000 |
-1,873 |
|
WADE G W & INC |
245 |
- |
2023-12-31 |
7,186 |
$837,000 |
0 |
|
CULLEN FROST BANKERS INC |
312 |
- |
2023-12-31 |
7,177 |
$836,000 |
57 |
|
Resources Investment Advisors Inc. |
536 |
- |
2023-12-31 |
7,100 |
$827,000 |
-434 |
|
GREAT VALLEY ADVISOR GROUP INC. |
367 |
- |
2023-12-31 |
7,024 |
$819,000 |
-6,853 |
|
Coastal Capital Group Inc. |
33 |
- |
2023-06-30 |
7,496 |
$812,000 |
19 |
|
NATIONAL BANK OF CANADA /FI/ |
1047 |
- |
2023-12-31 |
6,970 |
$806,000 |
0 |
|
Lido Advisors LLC |
622 |
- |
2023-12-31 |
6,831 |
$796,000 |
1,143 |
|
MML INVESTORS SERVICES LLC |
1501 |
- |
2023-12-31 |
6,664 |
$777,000 |
-265 |
|
Claraphi Advisory Network LLC |
91 |
- |
2022-12-31 |
8,260 |
$772,000 |
4,130 |
|
Centric Wealth Management |
72 |
- |
2023-12-31 |
6,295 |
$757,000 |
34 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
628 |
- |
2023-12-31 |
6,397 |
$745,000 |
-8,629 |
|
NATIONAL ASSET MANAGEMENT, INC. |
632 |
- |
2023-12-31 |
6,365 |
$742,000 |
-880 |
|
SONATA CAPITAL GROUP INC |
52 |
- |
2023-12-31 |
6,049 |
$705,000 |
0 |
|
WASHBURN CAPITAL MANAGEMENT INC. |
|
- |
2023-12-31 |
5,947 |
$693,000 |
-148 |
|
PINNACLE FINANCIAL PARTNERS INC |
|
- |
2023-12-31 |
5,884 |
$686,000 |
0 |
|
Narus Financial Partners LLC |
62 |
- |
2024-03-31 |
5,176 |
$663,000 |
0 |
|
Kalos Management Inc. |
23 |
- |
2023-06-30 |
5,754 |
$623,000 |
457 |
|
Farther Finance Advisors LLC |
314 |
*New |
2023-12-31 |
5,280 |
$615,000 |
5,280 |
|
Ballew Advisors Inc |
58 |
- |
2024-03-31 |
4,865 |
$612,000 |
0 |
|
NORTHERN TRUST CORP |
3477 |
- |
2023-12-31 |
5,150 |
$600,000 |
0 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
676 |
- |
2023-12-31 |
4,995 |
$582,000 |
-227 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1194 |
- |
2023-09-30 |
5,487 |
$573,000 |
0 |
|
Badgley Phelps Wealth Managers LLC |
185 |
- |
2023-12-31 |
4,910 |
$572,000 |
0 |
|
RAYMOND JAMES TRUST CO |
669 |
- |
2024-03-31 |
4,380 |
$561,000 |
0 |
|
ARKANSAS FINANCIAL GROUP INC. |
54 |
- |
2024-03-31 |
4,281 |
$548,000 |
1,184 |
|
J.W. COLE ADVISORS INC. |
462 |
- |
2023-12-31 |
4,604 |
$537,000 |
-930 |
|
Sovereign Financial Group Inc. |
143 |
- |
2024-03-31 |
4,182 |
$536,000 |
0 |
|
|
100 Records found
|
1
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