| |
Institutional
Holders
Total
Institutions:
 |
75  8 |
|
|
Total
shares held :
|
2,941,559 |
|
|
% of shares
held :
|
90.51% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
21 |
|
|
Amount
of shares held :
|
301,992 |
|
|
% of shares
held change :
|
9.29% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$60.84 |
|
|
Last
Quarter's Ending
Price :
|
$67.97 |
|
|
Last
Quarter's Average
Price :
|
$63.67 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
11.19 (17.58%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  J P MORGAN CHASE & CO |
1680 |
- |
2024-03-31 |
251,039 |
$18,840,000 |
58,414 |
|
| BALLENTINE FINN & COMPANY INC |
40 |
- |
2024-03-31 |
192,249 |
$14,428,000 |
7,122 |
|
| MORGAN STANLEY |
3040 |
- |
2023-12-31 |
203,399 |
$13,825,000 |
5,509 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1355 |
- |
2023-12-31 |
167,179 |
$11,363,000 |
161,521 |
|
| LEAVELL T & ASSOCIATES INC |
52 |
- |
2024-03-31 |
121,143 |
$9,092,000 |
2,023 |
|
| WHITE PINE INVESTMENT CO |
13 |
- |
2024-03-31 |
101,420 |
$7,611,000 |
433 |
|
| ALBION FINANCIAL GROUP /UT |
48 |
- |
2024-03-31 |
79,252 |
$5,948,000 |
1,470 |
|
| CREATIVE PLANNING |
523 |
- |
2023-12-31 |
86,722 |
$5,894,000 |
226 |
|
| BANK OF AMERICA CORP /DE/ |
2800 |
- |
2023-12-31 |
84,023 |
$5,711,000 |
2,690 |
|
| HIGHTOWER ADVISORS, LLC |
942 |
- |
2024-03-31 |
68,320 |
$5,129,000 |
2,230 |
|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
793 |
- |
2024-03-31 |
61,025 |
$4,580,000 |
11,577 |
|
| SAGE FINANCIAL GROUP INC |
36 |
- |
2024-03-31 |
38,132 |
$2,862,000 |
1,883 |
|
| GRADIENT INVESTMENTS LLC |
163 |
- |
2024-03-31 |
31,135 |
$2,337,000 |
594 |
|
| GELLER FAMILY OFFICE SERVICES LLC |
35 |
- |
2023-12-31 |
26,596 |
$1,815,000 |
91 |
|
| ROYAL BANK OF CANADA |
2671 |
- |
2023-12-31 |
24,928 |
$1,694,000 |
4,277 |
|
| Milestone Investment Advisors LLC |
38 |
- |
2023-12-31 |
23,301 |
$1,584,000 |
1,686 |
|
| LINCOLN NATIONAL CORP |
424 |
- |
2024-03-31 |
18,353 |
$1,377,000 |
842 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
888 |
- |
2023-12-31 |
19,055 |
$1,295,000 |
2,041 |
|
| VALLEY NATIONAL ADVISERS INC |
127 |
- |
2024-03-31 |
11,872 |
$891,000 |
391 |
|
| Sonoma Private Wealth LLC |
19 |
- |
2024-03-31 |
11,370 |
$853,000 |
704 |
|
| NOTTINGHAM ADVISORS INC |
67 |
- |
2023-12-31 |
11,577 |
$787,000 |
137 |
|
| Fort Point Capital Partners LLC |
120 |
- |
2023-12-31 |
11,574 |
$787,000 |
2 |
|
| FINANCIAL NETWORK |
1686 |
- |
2023-12-31 |
9,347 |
$635,000 |
3,370 |
|
| JANE STREET GROUP LLC |
4096 |
- |
2023-12-31 |
6,245 |
$424,000 |
6,245 |
|
| Mutual Advisors LLC |
788 |
- |
2024-03-31 |
4,931 |
$370,000 |
117 |
|
| CI Private Wealth LLC |
1784 |
- |
2024-03-31 |
4,839 |
$363,000 |
35 |
|
| PORTLAND GLOBAL ADVISORS LLC |
121 |
- |
2024-03-31 |
3,570 |
$268,000 |
115 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
3430 |
- |
2024-03-31 |
3,237 |
$243,000 |
54 |
|
| BEACH INVESTMENT COUNSEL INC/PA |
136 |
- |
2024-03-31 |
3,400 |
$231,000 |
300 |
|
| IFP Advisors Inc |
1026 |
- |
2023-12-31 |
2,372 |
$161,000 |
3 |
|
| FMR LLC |
3008 |
- |
2023-12-31 |
1,709 |
$116,000 |
1,352 |
|
| BARTLETT & CO. LLC |
1038 |
- |
2023-12-31 |
78 |
$5,000 |
26 |
|
|
32 Records found
|
1
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