|
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 :
|
|
|
11.54 (18.12%) |
|
|
|
|
|
|
|
|
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/ |
980 |
- |
2023-12-31 |
752,058 |
$51,125,000 |
-13,288 |
|
CITIGROUP INC |
891 |
- |
2024-03-31 |
130,629 |
$9,804,000 |
-122 |
|
Envestnet Portfolio Solutions Inc. |
396 |
- |
2024-03-31 |
61,520 |
$4,617,000 |
-3,670 |
|
Money Design Co.Ltd. |
55 |
- |
2024-03-31 |
58,228 |
$4,370,000 |
-12,386 |
|
UBS Group AG |
2333 |
- |
2023-12-31 |
49,890 |
$3,391,000 |
-383 |
|
WELLS FARGO & CO/MN |
2274 |
- |
2024-03-31 |
40,620 |
$3,049,000 |
-494 |
|
PRINCIPAL SECURITIES INC. |
377 |
- |
2024-03-31 |
17,673 |
$1,326,000 |
-492 |
|
Resources Investment Advisors Inc. |
549 |
- |
2024-03-31 |
11,493 |
$863,000 |
-1,206 |
|
KB FINANCIAL PARTNERS LLC |
52 |
- |
2023-09-30 |
12,759 |
$777,000 |
-44 |
|
RAYMOND JAMES & ASSOCIATES |
2914 |
- |
2024-03-31 |
8,018 |
$602,000 |
-356 |
|
SUMMIT INVESTMENT ADVISORS INC |
793 |
- |
2023-12-31 |
7,421 |
$504,000 |
-257 |
|
APPLETON PARTNERS INC/MA |
192 |
- |
2024-03-31 |
6,043 |
$454,000 |
-375 |
|
LPL FINANCIAL CORP |
3886 |
- |
2024-03-31 |
5,346 |
$401,000 |
-33 |
|
AMERIPRISE FINANCIAL INC |
3472 |
- |
2023-12-31 |
5,571 |
$379,000 |
-4 |
|
Archetype Wealth Partners LLC |
73 |
- |
2023-12-31 |
5,272 |
$358,000 |
-728 |
|
Equita Financial Network Inc. |
59 |
- |
2024-03-31 |
4,729 |
$355,000 |
-2,466 |
|
Advisor Group Holdings Inc. |
3397 |
- |
2024-03-31 |
3,627 |
$272,000 |
-10,788 |
|
Aptus Capital Advisors LLC |
497 |
- |
2023-12-31 |
3,549 |
$241,000 |
-29 |
|
Waterloo Capital L.P. |
328 |
- |
2023-12-31 |
3,549 |
$241,000 |
-29 |
|
JANNEY MONTGOMERY SCOTT LLC |
2504 |
- |
2024-03-31 |
2,900 |
$218,000 |
-900 |
|
|
20 Records found
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1
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