| |
Institutional
Holders
Total
Institutions:
 |
112  6 |
|
|
Total
shares held :
|
8,951,468 |
|
|
% of shares
held :
|
19.25% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-2 |
|
|
Amount
of shares held :
|
-248,172 |
|
|
% of shares
held change :
|
-0.53% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$64.21 |
|
|
Last
Quarter's Ending
Price :
|
$70.62 |
|
|
Last
Quarter's Average
Price :
|
$66.19 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 11.05 (16.69%) |
|
|
|
|
|
|
|
|
|
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/ |
1101 |
- |
2023-12-31 |
796,105 |
$56,221,000 |
221,784 |
|
| MORGAN STANLEY |
2559 |
- |
2023-12-31 |
318,886 |
$22,520,000 |
6,528 |
|
| SPC FINANCIAL, INC. |
20 |
- |
2024-03-31 |
253,834 |
$19,510,000 |
1,775 |
|
| ROYAL BANK OF CANADA |
1203 |
- |
2023-12-31 |
230,215 |
$16,257,000 |
8,103 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
779 |
- |
2024-03-31 |
131,431 |
$10,102,000 |
4,404 |
|
| Lauer Wealth LLC |
4 |
- |
2024-03-31 |
113,857 |
$8,558,000 |
14,995 |
|
| KILEY JUERGENS WEALTH MANAGEMENT LLC |
14 |
- |
2024-03-31 |
80,882 |
$6,217,000 |
1,421 |
|
| Advisor Group Holdings Inc. |
945 |
- |
2024-03-31 |
75,031 |
$5,767,000 |
21,715 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1983 |
- |
2023-12-31 |
62,229 |
$4,395,000 |
918 |
|
| NorthStar Asset Management LLC /NJ/ |
9 |
- |
2024-03-31 |
50,404 |
$3,874,000 |
2,882 |
|
| FINANCIAL NETWORK |
740 |
- |
2023-12-31 |
49,010 |
$3,461,000 |
8,941 |
|
| AMERIPRISE FINANCIAL INC |
2529 |
- |
2023-12-31 |
47,569 |
$3,359,000 |
31,085 |
|
| Madison Wealth Partners Inc |
20 |
- |
2024-03-31 |
37,581 |
$2,888,000 |
258 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1736 |
- |
2024-03-31 |
26,613 |
$2,045,000 |
20,387 |
|
| Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
24,127 |
$1,704,000 |
2,900 |
|
| Ellis Investment Partners LLC |
77 |
- |
2024-03-31 |
16,126 |
$1,239,000 |
972 |
|
| CITADEL ADVISORS LLC |
2804 |
- |
2023-12-31 |
16,173 |
$1,142,000 |
16,173 |
|
| Sweet Financial Partners LLC |
84 |
- |
2024-03-31 |
12,105 |
$930,000 |
52 |
|
| Derbend Asset Management |
45 |
- |
2024-03-31 |
11,361 |
$873,000 |
193 |
|
| Orion Portfolio Solutions LLC |
1088 |
- |
2024-03-31 |
10,203 |
$784,000 |
1,621 |
|
| CITIGROUP INC |
2486 |
- |
2024-03-31 |
9,656 |
$742,000 |
254 |
|
| Global Retirement Partners LLC |
509 |
- |
2024-03-31 |
7,182 |
$552,000 |
1,102 |
|
| FMR LLC |
2520 |
- |
2023-12-31 |
7,528 |
$532,000 |
1,478 |
|
| Private Wealth Strategies L.L.C. |
45 |
- |
2023-12-31 |
6,726 |
$475,000 |
90 |
|
| Steward Partners Investment Advisory LLC |
1047 |
- |
2023-12-31 |
6,173 |
$436,000 |
2,955 |
|
| Kestra Advisory Services LLC |
1624 |
- |
2023-12-31 |
5,847 |
$413,000 |
492 |
|
| Goss Wealth Management LLC |
1487 |
- |
2023-12-31 |
4,671 |
$330,000 |
871 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1026 |
- |
2023-12-31 |
4,471 |
$316,000 |
16 |
|
| HIGHTOWER ADVISORS, LLC |
2696 |
- |
2024-03-31 |
3,595 |
$275,000 |
5 |
|
| Chicago Partners Investment Group LLC |
596 |
- |
2024-03-31 |
3,591 |
$268,000 |
17 |
|
| SRS Capital Advisors Inc. |
410 |
- |
2023-12-31 |
1,099 |
$78,000 |
15 |
|
|
31 Records found
|
1
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