|
Institutional
Holders
Total
Institutions:
|
56 0 |
|
Total
shares held :
|
10,224,329 |
|
% of shares
held :
|
53.67% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-123,764 |
|
% of shares
held change :
|
-0.65% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$31.71 |
|
Last
Quarter's Ending
Price :
|
$36.57 |
|
Last
Quarter's Average
Price :
|
$32.91 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.19 (9.7%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MANUFACTURERES LIFE INSURANCE CO |
130 |
- |
2023-12-31 |
5,066,314 |
$185,268,000 |
-395,749 |
|
Granite Bay Wealth Management LLC |
39 |
- |
2023-12-31 |
1,057,805 |
$34,905,000 |
159,079 |
|
BANK OF AMERICA CORP /DE/ |
1674 |
- |
2023-12-31 |
644,215 |
$23,558,000 |
45,942 |
|
MORGAN STANLEY |
2820 |
- |
2023-12-31 |
470,180 |
$17,194,000 |
28,649 |
|
UBS Group AG |
1210 |
- |
2023-12-31 |
431,966 |
$15,797,000 |
38,035 |
|
SYNOVUS FINANCIAL CORP |
68 |
- |
2023-12-31 |
419,585 |
$15,347,000 |
-1,403 |
|
WELLS FARGO & CO/MN |
1249 |
- |
2023-12-31 |
401,797 |
$14,693,000 |
-99,991 |
|
LPL FINANCIAL CORP |
1257 |
- |
2023-12-31 |
271,040 |
$9,912,000 |
27,286 |
|
NATIONAL ASSET MANAGEMENT, INC. |
130 |
- |
2023-12-31 |
174,560 |
$6,383,000 |
77,684 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
554 |
- |
2023-12-31 |
127,232 |
$4,653,000 |
-13,807 |
|
Empire Financial Management Company LLC |
12 |
- |
2023-12-31 |
102,830 |
$3,760,000 |
-195 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1292 |
- |
2023-12-31 |
97,637 |
$3,570,000 |
72,248 |
|
Atlas Wealth LLC |
13 |
- |
2023-12-31 |
105,244 |
$3,386,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1410 |
- |
2023-12-31 |
90,798 |
$3,320,000 |
49,809 |
|
HIGHTOWER ADVISORS, LLC |
1161 |
- |
2023-12-31 |
88,289 |
$3,230,000 |
-8,418 |
|
Advisor Group Holdings Inc. |
1734 |
- |
2023-12-31 |
64,319 |
$2,352,000 |
-91,057 |
|
STIFEL FINANCIAL CORP |
1665 |
- |
2023-12-31 |
54,484 |
$1,992,000 |
-1,276 |
|
CREATIVE PLANNING |
935 |
- |
2023-12-31 |
51,810 |
$1,895,000 |
-2,161 |
|
EVENSKY & KATZ INC |
45 |
- |
2024-03-31 |
44,905 |
$1,730,000 |
-301 |
|
NEWMAN DIGNAN & SHEERAR, INC. |
60 |
- |
2023-12-31 |
40,497 |
$1,481,000 |
-584 |
|
American Institute for Advanced Investment Managem |
21 |
- |
2024-03-31 |
36,469 |
$1,405,000 |
4,823 |
|
Midwest Heritage Bank FSB |
21 |
- |
2024-03-31 |
33,845 |
$1,304,000 |
-3,323 |
|
ENVESTNET ASSET MANAGEMENT INC |
2832 |
- |
2023-12-31 |
31,043 |
$1,135,000 |
1,233 |
|
JNBA FINANCIAL ADVISORS |
89 |
- |
2024-03-31 |
28,040 |
$1,080,000 |
-1,625 |
|
FLAGSHIP HARBOR ADVISORS LLC |
244 |
- |
2024-03-31 |
27,168 |
$1,047,000 |
90 |
|
Rockefeller Capital Management L.P. |
1149 |
- |
2023-12-31 |
26,118 |
$955,000 |
-37 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2179 |
- |
2024-03-31 |
20,717 |
$798,000 |
3,815 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1278 |
- |
2023-12-31 |
14,660 |
$536,000 |
-97 |
|
Magnus Financial Group LLC |
172 |
- |
2023-12-31 |
13,985 |
$511,000 |
-127 |
|
AMERIPRISE FINANCIAL INC |
3405 |
- |
2023-12-31 |
12,430 |
$455,000 |
470 |
|
Private Portfolio Partners LLC |
159 |
- |
2023-12-31 |
12,287 |
$449,000 |
-962 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1638 |
- |
2024-03-31 |
11,567 |
$446,000 |
0 |
|
ROYAL BANK OF CANADA |
3848 |
- |
2023-12-31 |
10,873 |
$397,000 |
5,900 |
|
H D Vest Advisory Services |
1098 |
- |
2023-12-31 |
10,562 |
$386,000 |
1,354 |
|
Private Advisor Group LLC |
1649 |
- |
2023-12-31 |
10,058 |
$368,000 |
276 |
|
Resources Investment Advisors Inc. |
840 |
- |
2023-12-31 |
9,992 |
$365,000 |
-252 |
|
Stratos Wealth Partners LTD. |
999 |
- |
2024-03-31 |
9,484 |
$365,000 |
68 |
|
CAHABA WEALTH MANAGEMENT INC. |
112 |
- |
2024-03-31 |
8,317 |
$320,000 |
0 |
|
Dynamic Advisors Solutions LLC |
752 |
- |
2024-03-31 |
7,941 |
$306,000 |
245 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2708 |
- |
2024-03-31 |
7,519 |
$290,000 |
-143 |
|
Cetera Investment Advisers |
1805 |
- |
2023-12-31 |
7,672 |
$281,000 |
-7,842 |
|
RDL FINANCIAL INC |
99 |
- |
2024-03-31 |
7,855 |
$263,000 |
0 |
|
IHT Wealth Management LLC |
829 |
- |
2023-12-31 |
6,963 |
$255,000 |
7 |
|
ENZI WEALTH |
56 |
- |
2024-03-31 |
5,977 |
$216,000 |
-2 |
|
SigFig Wealth Management LLC |
116 |
*New |
2023-12-31 |
5,823 |
$213,000 |
5,823 |
|
WEST PACES ADVISORS INC. |
219 |
- |
2024-03-31 |
1,450 |
$56,000 |
0 |
|
Pinnacle Bank |
393 |
*New |
2024-03-31 |
1,362 |
$52,000 |
1,362 |
|
Colonial Trust Co / SC |
569 |
- |
2023-12-31 |
873 |
$32,000 |
-25 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1588 |
- |
2023-12-31 |
808 |
$30,000 |
0 |
|
Capital Advisors Ltd. LLC |
590 |
- |
2024-03-31 |
490 |
$19,000 |
-607 |
|
Goss Wealth Management LLC |
3060 |
*New |
2023-12-31 |
160 |
$6,000 |
160 |
|
Westside Investment Management Inc. |
707 |
- |
2024-03-31 |
92 |
$4,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
778 |
- |
2024-03-31 |
90 |
$3,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1522 |
- |
2023-12-31 |
67 |
$2,000 |
67 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
779 |
*Closed |
2024-03-31 |
0 |
$0 |
-40,466 |
|
WCG Wealth Advisors LLC |
318 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,011 |
|
J P MORGAN CHASE & CO |
6131 |
- |
2023-12-31 |
1 |
$0 |
-1 |
|
PROEQUITIES INC. |
7458 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6619 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,139 |
|
|
59 Records found
|
1
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