|
Institutional
Holders
Total
Institutions:
|
107 2 |
|
Total
shares held :
|
3,026,279 |
|
% of shares
held :
|
12.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
6 |
|
Amount
of shares held :
|
47,369 |
|
% of shares
held change :
|
0.2% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$50.93 |
|
Last
Quarter's Ending
Price :
|
$59.21 |
|
Last
Quarter's Average
Price :
|
$52.86 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.87 (14.89%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GOLDMAN SACHS GROUP INC/ |
2985 |
- |
2023-12-31 |
43,420 |
$2,571,000 |
0 |
|
Hyperion Capital Advisors LP |
21 |
- |
2023-12-31 |
27,400 |
$1,622,000 |
0 |
|
MB Generational Wealth LLC |
14 |
- |
2024-03-31 |
23,415 |
$1,433,000 |
0 |
|
Kohmann Bosshard Financial Services LLC |
73 |
- |
2024-03-31 |
20,331 |
$1,244,000 |
0 |
|
PACIFIC SUN FINANCIAL CORP |
71 |
- |
2024-03-31 |
12,112 |
$741,000 |
0 |
|
Black Diamond Financial LLC |
59 |
- |
2024-03-31 |
10,879 |
$644,000 |
0 |
|
Mill Creek Capital Advisors LLC |
143 |
- |
2023-12-31 |
9,432 |
$558,000 |
0 |
|
Ruane Cunniff & Goldfarb L.P. |
26 |
- |
2023-12-31 |
6,380 |
$378,000 |
0 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
376 |
- |
2024-03-31 |
5,913 |
$362,000 |
0 |
|
Towerpoint Wealth LLC |
58 |
- |
2024-03-31 |
5,675 |
$347,000 |
0 |
|
Argent Trust Co |
528 |
- |
2024-03-31 |
4,889 |
$299,000 |
0 |
|
ESSEX FINANCIAL SERVICES INC |
432 |
- |
2024-03-31 |
4,657 |
$285,000 |
0 |
|
CWM LLC |
1441 |
- |
2024-03-31 |
3,695 |
$226,000 |
0 |
|
SAGE FINANCIAL GROUP INC |
101 |
- |
2024-03-31 |
3,413 |
$209,000 |
0 |
|
BARRETT & COMPANY INC. |
132 |
- |
2024-03-31 |
3,093 |
$189,000 |
0 |
|
City State Bank |
219 |
- |
2024-03-31 |
2,196 |
$134,000 |
0 |
|
PRIVATE TRUST CO NA |
922 |
- |
2024-03-31 |
1,405 |
$86,000 |
0 |
|
Capital Investment Advisory Services LLC |
607 |
- |
2024-03-31 |
1,200 |
$73,000 |
0 |
|
Cedar Mountain Advisors LLC |
75 |
- |
2024-03-31 |
831 |
$51,000 |
0 |
|
Laurel Wealth Advisors LLC |
278 |
- |
2023-12-31 |
840 |
$50,000 |
0 |
|
Key Financial Inc |
436 |
- |
2024-03-31 |
797 |
$47,000 |
0 |
|
Archer Investment Corp |
467 |
- |
2024-03-31 |
468 |
$29,000 |
0 |
|
ST GERMAIN D J CO INC |
474 |
- |
2024-03-31 |
351 |
$21,000 |
0 |
|
Retirement Group LLC |
386 |
- |
2024-03-31 |
279 |
$17,000 |
0 |
|
New England Capital Financial Advisors LLC |
194 |
- |
2024-03-31 |
264 |
$16,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1626 |
- |
2023-12-31 |
270 |
$16,000 |
0 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
223 |
- |
2024-03-31 |
222 |
$14,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2573 |
- |
2023-12-31 |
222 |
$13,000 |
0 |
|
SANDY SPRING BANK |
814 |
- |
2024-03-31 |
204 |
$12,000 |
0 |
|
Spire Wealth Management |
1661 |
- |
2024-03-31 |
200 |
$12,000 |
0 |
|
MGB Wealth Management LLC |
250 |
- |
2024-03-31 |
175 |
$11,000 |
0 |
|
Eukles Asset Management |
161 |
- |
2023-12-31 |
117 |
$7,000 |
0 |
|
PARKSIDE FINANCIAL BANK & TRUST |
1388 |
- |
2024-03-31 |
72 |
$4,000 |
0 |
|
Global Retirement Partners LLC |
2552 |
- |
2024-03-31 |
42 |
$3,000 |
0 |
|
|
34 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
|
|
|
|