|
Institutional
Holders
Total
Institutions:
|
90 2 |
|
Total
shares held :
|
9,618,184 |
|
% of shares
held :
|
44.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-25,337 |
|
% of shares
held change :
|
-0.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$52.72 |
|
Last
Quarter's Ending
Price :
|
$58.81 |
|
Last
Quarter's Average
Price :
|
$54.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.11 (16.58%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
TRANSCEND WEALTH COLLECTIVE LLC |
266 |
- |
2024-03-31 |
11,930 |
$773,000 |
0 |
|
Fernwood Investment Management LLC |
113 |
- |
2023-12-31 |
9,284 |
$546,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1893 |
- |
2023-12-31 |
9,038 |
$532,000 |
0 |
|
Kathmere Capital Management LLC |
176 |
- |
2024-03-31 |
7,213 |
$467,000 |
0 |
|
RAYMOND JAMES TRUST CO |
769 |
- |
2024-03-31 |
6,867 |
$445,000 |
0 |
|
Sageworth Trust Co of South Dakota |
39 |
- |
2024-03-31 |
6,147 |
$398,000 |
0 |
|
PARK AVENUE SECURITIES LLC |
1078 |
- |
2024-03-31 |
5,765 |
$373,000 |
0 |
|
Beacon Financial Advisory LLC |
172 |
- |
2024-03-31 |
4,983 |
$323,000 |
0 |
|
Kraft Davis & Associates LLC |
94 |
- |
2023-12-31 |
5,200 |
$311,000 |
0 |
|
Capital Advisors Ltd. LLC |
226 |
- |
2024-03-31 |
4,482 |
$290,000 |
0 |
|
Mayflower Financial Advisors LLC |
329 |
- |
2024-03-31 |
3,412 |
$221,000 |
0 |
|
EMFO LLC |
121 |
- |
2024-03-31 |
1,645 |
$107,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1537 |
- |
2024-03-31 |
1,207 |
$78,000 |
0 |
|
BELLEVUE ASSET MANAGEMENT LLC |
124 |
- |
2024-03-31 |
983 |
$64,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1668 |
- |
2023-12-31 |
521 |
$31,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
382 |
- |
2024-03-31 |
298 |
$18,000 |
0 |
|
ARMSTRONG ADVISORY GROUP INC |
576 |
- |
2024-03-31 |
161 |
$9,000 |
0 |
|
Westside Investment Management Inc. |
633 |
- |
2024-03-31 |
104 |
$7,000 |
0 |
|
Global Retirement Partners LLC |
2350 |
- |
2024-03-31 |
75 |
$5,000 |
0 |
|
Stonebridge Capital Advisors LLC |
521 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
PROEQUITIES INC. |
7937 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
21 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|