|
Institutional
Holders
Total
Institutions:
|
373 17 |
|
Total
shares held :
|
64,628,225 |
|
% of shares
held :
|
59.12% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-46 |
|
Amount
of shares held :
|
1,801,184 |
|
% of shares
held change :
|
1.65% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$55.45 |
|
Last
Quarter's Ending
Price :
|
$70.83 |
|
Last
Quarter's Average
Price :
|
$59.73 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.96 (23.37%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
37
|
3,278,375
|
5.07%
|
|
|
Increased
Positions : |
122
|
5,970,222
|
9.24%
|
|
|
Unchanged
Positions : |
63
|
7,464,483
|
11.55%
|
|
|
Decreased
Positions : |
151
|
-4,997,767
|
-7.73%
|
|
|
Closed
Positions : |
54
|
-2,449,646
|
-3.79%
|
|
|
Guru
Positions : |
2
|
7,048,909
|
10.91%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BERKSHIRE HATHAWAY INC -- Notable Guru -- |
28 |
- |
2023-12-31 |
7,044,909 |
$498,991,000 |
0 |
|
Allspring Global Investments Holdings LLC |
675 |
- |
2024-03-31 |
162,267 |
$13,616,000 |
0 |
|
Parcion Private Wealth LLC |
24 |
- |
2024-03-31 |
101,976 |
$8,557,000 |
0 |
|
NEW YORK STATE TEACHERS RETIREMENT SYSTEM |
735 |
- |
2024-03-31 |
73,332 |
$6,153,000 |
0 |
|
KEY GROUP HOLDINGS (CAYMAN), LTD. |
32 |
- |
2023-12-31 |
61,999 |
$4,391,000 |
0 |
|
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK |
414 |
- |
2023-12-31 |
51,629 |
$3,657,000 |
0 |
|
STATE OF NEW JERSEY COMMON PENSION FUND D |
|
- |
2024-03-31 |
40,940 |
$3,435,000 |
0 |
|
Arlington Trust Co LLC |
43 |
- |
2024-03-31 |
15,000 |
$1,259,000 |
0 |
|
NEW MEXICO EDUCATIONAL RETIREMENT BOARD |
517 |
- |
2024-03-31 |
14,600 |
$1,225,000 |
0 |
|
Handelsbanken Fonder AB |
793 |
- |
2023-12-31 |
14,176 |
$1,004,000 |
0 |
|
Illinois Municipal Retirement Fund |
1024 |
- |
2023-12-31 |
11,150 |
$790,000 |
0 |
|
ALASKA RETIREMENT MANAGEMENT BOARD |
1300 |
- |
2024-03-31 |
6,930 |
$581,000 |
0 |
|
Valeo Financial Advisors LLC |
330 |
- |
2024-03-31 |
7,700 |
$579,000 |
0 |
|
MEYER HANDELMAN CO |
176 |
- |
2024-03-31 |
6,300 |
$529,000 |
0 |
|
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD |
996 |
- |
2023-12-31 |
6,897 |
$489,000 |
0 |
|
EMC Capital Management |
39 |
- |
2023-12-31 |
6,386 |
$452,000 |
0 |
|
YORKTOWN MANAGEMENT & RESEARCH CO INC |
97 |
- |
2024-03-31 |
5,050 |
$424,000 |
0 |
|
COMMUNITY TRUST & INVESTMENT CO |
99 |
- |
2023-12-31 |
5,174 |
$366,000 |
0 |
|
SHUFRO ROSE & CO LLC |
193 |
- |
2023-12-31 |
6,600 |
$365,000 |
0 |
|
Maryland State Retirement & Pension System |
1288 |
- |
2024-03-31 |
4,903 |
$360,000 |
0 |
|
CAPITAL INVESTMENT COUNSEL INC |
141 |
- |
2024-03-31 |
3,800 |
$319,000 |
0 |
|
Adviser Investments LLC |
|
- |
2024-03-31 |
3,600 |
$302,000 |
0 |
|
RSM US WEALTH MANAGEMENT LLC |
532 |
- |
2024-03-31 |
3,500 |
$294,000 |
0 |
|
Allegheny Financial Group LTD |
169 |
- |
2023-12-31 |
4,023 |
$285,000 |
0 |
|
WADDELL & ASSOCIATES LLC |
122 |
- |
2023-12-31 |
4,000 |
$283,000 |
0 |
|
RATHBONE BROTHERS PLC |
483 |
- |
2023-12-31 |
3,900 |
$276,000 |
0 |
|
SYNOVUS FINANCIAL CORP |
738 |
- |
2023-12-31 |
3,872 |
$274,000 |
0 |
|
NEW VERNON CAPITAL HOLDINGS II LLC |
65 |
- |
2023-12-31 |
3,571 |
$253,000 |
0 |
|
RAYMOND JAMES TRUST CO |
1089 |
- |
2024-03-31 |
2,907 |
$244,000 |
0 |
|
TORONTO DOMINION BANK |
904 |
- |
2023-12-31 |
2,000 |
$142,000 |
0 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
820 |
- |
2024-03-31 |
500 |
$42,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1599 |
- |
2023-12-31 |
513 |
$36,000 |
0 |
|
MONETARY MANAGEMENT GROUP INC |
262 |
- |
2023-12-31 |
500 |
$35,000 |
0 |
|
HOLLENCREST SECURITIES LLC |
|
- |
2024-03-31 |
400 |
$34,000 |
0 |
|
NOMURA ASSET MANAGEMENT CO LTD |
1190 |
- |
2023-12-31 |
450 |
$32,000 |
0 |
|
LGT Financial Advisors LLC |
289 |
- |
2024-03-31 |
356 |
$30,000 |
0 |
|
BARTLETT & CO. LLC |
785 |
- |
2023-12-31 |
400 |
$29,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
788 |
- |
2023-12-31 |
400 |
$29,000 |
0 |
|
BENJAMIN EDWARDS INC |
536 |
- |
2024-03-31 |
338 |
$28,000 |
0 |
|
SMITHFIELD TRUST CO |
651 |
- |
2023-12-31 |
390 |
$26,000 |
0 |
|
JNBA FINANCIAL ADVISORS |
364 |
- |
2024-03-31 |
293 |
$25,000 |
0 |
|
Lindbrook Capital LLC |
1574 |
- |
2024-03-31 |
122 |
$10,000 |
0 |
|
Beacon Capital Management LLC |
616 |
- |
2023-12-31 |
102 |
$6,000 |
0 |
|
HHM Wealth Advisors LLC |
602 |
- |
2023-12-31 |
88 |
$6,000 |
0 |
|
MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. |
1278 |
- |
2023-12-31 |
86 |
$6,000 |
0 |
|
Versant Capital Management Inc |
1055 |
- |
2024-03-31 |
55 |
$5,000 |
0 |
|
JFS WEALTH ADVISORS, LLC |
|
- |
2024-03-31 |
57 |
$5,000 |
0 |
|
Davis Capital Management |
250 |
- |
2024-03-31 |
63 |
$5,000 |
0 |
|
Tradition Wealth Management LLC |
1138 |
- |
2023-12-31 |
72 |
$5,000 |
0 |
|
Capital Advisors Ltd. LLC |
903 |
- |
2024-03-31 |
49 |
$4,000 |
0 |
|
SYSTM Wealth Solutions LLC |
841 |
- |
2024-03-31 |
44 |
$4,000 |
0 |
|
Pinnacle Bank |
751 |
- |
2024-03-31 |
44 |
$4,000 |
0 |
|
Cypress Capital Management LLC (WY) |
127 |
- |
2023-12-31 |
50 |
$4,000 |
0 |
|
CVA Family Office LLC |
891 |
- |
2024-03-31 |
35 |
$3,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
869 |
- |
2022-12-31 |
49 |
$3,000 |
0 |
|
HANSON MCCLAIN, INC. |
2639 |
- |
2024-03-31 |
32 |
$3,000 |
0 |
|
Iron Horse Wealth Management LLC |
293 |
- |
2024-03-31 |
38 |
$3,000 |
0 |
|
DT INVESTMENT PARTNERS, LLC |
413 |
- |
2023-12-31 |
50 |
$3,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
998 |
- |
2024-03-31 |
30 |
$3,000 |
0 |
|
MASSMUTUAL TRUST CO FSB/ADV |
1482 |
- |
2024-03-31 |
25 |
$2,000 |
0 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
1132 |
- |
2024-03-31 |
27 |
$2,000 |
0 |
|
RFP Financial Group LLC |
663 |
- |
2023-12-31 |
29 |
$2,000 |
0 |
|
CAROLINAS WEALTH CONSULTING LLC |
795 |
- |
2023-12-31 |
17 |
$1,000 |
0 |
|
Private Wealth Management Group LLC |
|
- |
2024-03-31 |
9 |
$1,000 |
0 |
|
Smartleaf Asset Management LLC |
|
- |
2024-03-31 |
5 |
$0 |
0 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
CRITERION CAPITAL ADVISORS LLC |
356 |
- |
2024-03-31 |
4 |
$0 |
0 |
|
|
67 Records found
|
1
|
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