|
Institutional
Holders
Total
Institutions:
|
298 6 |
|
Total
shares held :
|
17,169,556 |
|
% of shares
held :
|
26.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
24 |
|
Amount
of shares held :
|
-351,017 |
|
% of shares
held change :
|
-0.53% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$40.24 |
|
Last
Quarter's Ending
Price :
|
$43.23 |
|
Last
Quarter's Average
Price :
|
$40.85 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.31 (17.89%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CHILDRESS CAPITAL ADVISORS LLC |
13 |
- |
2023-12-31 |
125,425 |
$5,422,000 |
0 |
|
MILLER HOWARD INVESTMENTS INC /NY |
106 |
- |
2024-03-31 |
62,000 |
$2,933,000 |
0 |
|
M&T BANK CORP |
600 |
- |
2023-12-31 |
51,350 |
$2,220,000 |
0 |
|
VESTOR CAPITAL CORP |
77 |
- |
2023-12-31 |
48,400 |
$2,092,000 |
0 |
|
BRASADA CAPITAL MANAGEMENT LP |
89 |
- |
2023-12-31 |
26,288 |
$1,136,000 |
0 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
445 |
- |
2023-12-31 |
25,000 |
$1,081,000 |
0 |
|
Fortis Capital Advisors LLC |
36 |
- |
2023-12-31 |
19,000 |
$821,000 |
0 |
|
AllSquare Wealth Management LLC |
38 |
- |
2023-12-31 |
14,575 |
$630,000 |
0 |
|
SALIENT TRUST CO LTA |
138 |
- |
2023-03-31 |
16,425 |
$624,000 |
0 |
|
SENTINEL TRUST CO LBA |
91 |
- |
2023-12-31 |
13,866 |
$599,000 |
0 |
|
CATALYST CAPITAL ADVISORS LLC |
153 |
- |
2023-12-31 |
12,128 |
$524,000 |
0 |
|
EAGLE GLOBAL ADVISORS LLC |
174 |
- |
2023-12-31 |
11,050 |
$478,000 |
0 |
|
BB&T CORP |
1983 |
- |
2023-12-31 |
10,799 |
$467,000 |
0 |
|
WHITTIER TRUST CO |
507 |
- |
2023-12-31 |
9,780 |
$423,000 |
0 |
|
REGENT INVESTMENT MANAGEMENT LLC |
150 |
- |
2022-12-31 |
10,900 |
$403,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
1658 |
- |
2023-12-31 |
9,252 |
$400,000 |
0 |
|
Icon Wealth Advisors LLC |
224 |
- |
2023-12-31 |
9,100 |
$393,000 |
0 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
193 |
- |
2023-09-30 |
9,350 |
$380,000 |
0 |
|
Icon Wealth Partners LLC |
208 |
- |
2023-09-30 |
9,100 |
$370,000 |
0 |
|
BARTLETT & CO. LLC |
377 |
- |
2023-12-31 |
8,400 |
$368,000 |
0 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
377 |
- |
2023-12-31 |
8,400 |
$368,000 |
0 |
|
WEALTH ADVISORS INC. |
47 |
- |
2023-09-30 |
7,770 |
$316,000 |
0 |
|
ARMSTRONG ADVISORY GROUP INC |
137 |
- |
2024-03-31 |
7,180 |
$310,000 |
0 |
|
Schubert & Co |
26 |
- |
2023-12-31 |
7,071 |
$306,000 |
0 |
|
AVALON ADVISORS L P |
289 |
- |
2023-03-31 |
6,659 |
$263,000 |
0 |
|
Core Wealth Partners LLC |
105 |
- |
2024-03-31 |
5,408 |
$256,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
305 |
- |
2024-03-31 |
5,300 |
$251,000 |
0 |
|
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC |
217 |
- |
2023-12-31 |
5,350 |
$231,000 |
0 |
|
GREEN SQUARE CAPITAL MANAGEMENT LLC |
169 |
- |
2023-12-31 |
5,326 |
$230,000 |
0 |
|
STABLEFORD CAPITAL II LLC |
119 |
- |
2024-03-31 |
4,800 |
$227,000 |
0 |
|
Riverstone Advisors LLC |
42 |
- |
2023-12-31 |
5,158 |
$223,000 |
0 |
|
PHOENIX INVESTMENT COUNSEL INC |
170 |
- |
2023-12-31 |
5,094 |
$220,000 |
0 |
|
Colonial River Wealth Management LLC |
|
- |
2023-12-31 |
5,011 |
$217,000 |
0 |
|
Financial Advisors Network Inc. |
169 |
- |
2023-12-31 |
5,000 |
$216,000 |
0 |
|
OAK HARBOR WEALTH PARTNERS LLC |
161 |
- |
2023-12-31 |
5,000 |
$216,000 |
0 |
|
CULLEN FROST BANKERS INC |
500 |
- |
2023-12-31 |
4,000 |
$173,000 |
0 |
|
NISA INVESTMENT ADVISORS L L C |
|
- |
2023-12-31 |
3,900 |
$169,000 |
0 |
|
PRIVATE TRUST CO NA |
|
- |
2023-12-31 |
3,029 |
$131,000 |
0 |
|
VAUGHAN NELSON SCARBOROUGH & MCCULLOUGH LP |
189 |
- |
2024-03-31 |
2,650 |
$125,000 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
597 |
- |
2023-12-31 |
2,600 |
$112,000 |
0 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
275 |
- |
2023-06-30 |
2,400 |
$96,000 |
0 |
|
AXS Investments LLC |
333 |
- |
2023-12-31 |
2,000 |
$86,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1507 |
- |
2023-12-31 |
1,540 |
$67,000 |
0 |
|
Washington Trust Advisors Inc. |
313 |
- |
2023-12-31 |
1,129 |
$49,000 |
0 |
|
Truvestments Capital LLC |
328 |
- |
2023-12-31 |
1,109 |
$48,000 |
0 |
|
UMB BANK N A/MO |
|
- |
2023-12-31 |
1,034 |
$45,000 |
0 |
|
Goss Wealth Management LLC |
2262 |
- |
2023-12-31 |
1,000 |
$43,000 |
0 |
|
Efficient Wealth Management LLC |
|
- |
2023-12-31 |
1,006 |
$43,000 |
0 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
311 |
- |
2024-03-31 |
825 |
$39,000 |
0 |
|
Capital Advisors Ltd. LLC |
497 |
- |
2024-03-31 |
750 |
$35,000 |
0 |
|
Lowe fs LLC |
137 |
- |
2024-03-31 |
700 |
$33,000 |
0 |
|
HAZLETT BURT & WATSON INC. |
|
- |
2023-12-31 |
700 |
$30,000 |
0 |
|
Prestige Wealth Management Group LLC |
302 |
- |
2023-12-31 |
650 |
$28,000 |
0 |
|
OPTIMUM INVESTMENT ADVISORS |
438 |
- |
2024-03-31 |
500 |
$24,000 |
0 |
|
Moser Wealth Advisors LLC |
104 |
- |
2023-12-31 |
500 |
$22,000 |
0 |
|
SMITHFIELD TRUST CO |
688 |
- |
2023-12-31 |
500 |
$22,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
488 |
$21,000 |
0 |
|
IAG Wealth Partners LLC |
276 |
- |
2023-12-31 |
300 |
$13,000 |
0 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
584 |
- |
2023-12-31 |
300 |
$13,000 |
0 |
|
Versant Capital Management Inc |
730 |
- |
2024-03-31 |
227 |
$11,000 |
0 |
|
FTB Advisors Inc. |
1611 |
- |
2023-12-31 |
198 |
$9,000 |
0 |
|
Bogart Wealth LLC |
635 |
- |
2023-12-31 |
207 |
$9,000 |
0 |
|
FIRST MANHATTAN CO |
1131 |
- |
2023-12-31 |
200 |
$9,000 |
0 |
|
Stephens Consulting LLC |
326 |
- |
2024-03-31 |
179 |
$8,000 |
0 |
|
Tanglewood Legacy Advisors LLC |
266 |
- |
2024-03-31 |
135 |
$6,000 |
0 |
|
KISTLERTIFFANY COMPANIES, LLC |
753 |
- |
2023-06-30 |
160 |
$6,000 |
0 |
|
Founders Capital Management |
310 |
- |
2024-03-31 |
100 |
$5,000 |
0 |
|
Retirement Group LLC |
535 |
- |
2023-12-31 |
120 |
$5,000 |
0 |
|
West Branch Capital LLC |
336 |
- |
2023-12-31 |
125 |
$5,000 |
0 |
|
Key Financial Inc |
944 |
- |
2023-12-31 |
106 |
$5,000 |
0 |
|
HHM Wealth Advisors LLC |
640 |
- |
2023-12-31 |
85 |
$4,000 |
0 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
100 |
$4,000 |
0 |
|
Cape Investment Advisory Inc. |
817 |
- |
2023-12-31 |
100 |
$4,000 |
0 |
|
Sanctuary Wealth Management L.L.C. |
205 |
- |
2023-12-31 |
49 |
$2,000 |
0 |
|
Davis Capital Management |
267 |
- |
2024-03-31 |
33 |
$2,000 |
0 |
|
GAMMA Investing LLC |
2928 |
- |
2024-03-31 |
19 |
$1,000 |
0 |
|
DELTA ASSET MANAGEMENT LLC/TN |
665 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1609 |
- |
2023-12-31 |
2 |
$0 |
0 |
|
PayPay Securities Corp |
192 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
HUNTINGTON NATIONAL BANK |
2766 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
Scarborough Advisors LLC |
716 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
|
81 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
|
|
|
|