| |
Institutional
Holders
Total
Institutions:
 |
371  21 |
|
|
Total
shares held :
|
13,849,064 |
|
|
% of shares
held :
|
56.46% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
45 |
|
|
Amount
of shares held :
|
1,253,476 |
|
|
% of shares
held change :
|
5.11% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$152.21 |
|
|
Last
Quarter's Ending
Price :
|
$169.28 |
|
|
Last
Quarter's Average
Price :
|
$159.01 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
23.10 (14.53%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  CLS INVESTMENT FIRM LLC |
30 |
*New |
2022-12-31 |
201,432 |
$26,670,000 |
201,432 |
|
| MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
63 |
*New |
2024-03-31 |
98,035 |
$18,320,000 |
98,035 |
|
| MA Private Wealth |
|
*New |
2023-12-31 |
66,918 |
$11,328,000 |
66,918 |
|
| Financial Services Advisory Inc |
14 |
*New |
2023-12-31 |
51,061 |
$8,644,000 |
51,061 |
|
| EWG Elevate Inc. |
7 |
*New |
2024-03-31 |
43,475 |
$8,124,000 |
43,475 |
|
| Farther Finance Advisors LLC |
37 |
*New |
2023-12-31 |
40,505 |
$6,857,000 |
40,505 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
131 |
*New |
2023-12-31 |
30,759 |
$5,207,000 |
30,759 |
|
| Summit X LLC |
19 |
*New |
2023-12-31 |
24,718 |
$4,184,000 |
24,718 |
|
| Berkshire Money Management Inc. |
26 |
*New |
2023-12-31 |
16,287 |
$2,757,000 |
16,287 |
|
| BEACON FINANCIAL GROUP |
119 |
*New |
2023-12-31 |
9,484 |
$1,605,000 |
9,484 |
|
| CMC Financial Group |
9 |
*New |
2023-12-31 |
9,291 |
$1,583,000 |
9,291 |
|
| RSM US WEALTH MANAGEMENT LLC |
201 |
*New |
2023-12-31 |
9,165 |
$1,551,000 |
9,165 |
|
| FIRST FINANCIAL CORP /IN/ |
26 |
*New |
2024-03-31 |
8,093 |
$1,512,000 |
8,093 |
|
| Global Assets Advisory LLC |
182 |
*New |
2024-03-31 |
280,200 |
$1,500,000 |
280,200 |
|
| Eagle Strategies LLC |
78 |
*New |
2024-03-31 |
7,711 |
$1,441,000 |
7,711 |
|
| Kingsview Wealth Management LLC |
421 |
*New |
2023-12-31 |
6,882 |
$1,165,000 |
6,882 |
|
| 3Chopt Investment Partners LLC |
62 |
*New |
2023-12-31 |
6,725 |
$1,138,000 |
6,725 |
|
| ALLIANCEBERNSTEIN L.P. |
2251 |
*New |
2023-12-31 |
6,066 |
$1,027,000 |
6,066 |
|
| Colorado Capital Management Inc. |
55 |
*New |
2024-03-31 |
3,593 |
$671,000 |
3,593 |
|
| IAMS WEALTH MANAGEMENT LLC |
91 |
*New |
2024-03-31 |
2,001 |
$363,000 |
2,001 |
|
| Fulcrum Equity Management |
74 |
*New |
2024-03-31 |
1,910 |
$357,000 |
1,910 |
|
| C2P Capital Advisory Group LLC d.b.a. Prosperity C |
183 |
*New |
2023-12-31 |
2,046 |
$346,000 |
2,046 |
|
| Waterloo Capital L.P. |
280 |
*New |
2023-12-31 |
1,873 |
$317,000 |
1,873 |
|
| JFS WEALTH ADVISORS, LLC |
193 |
*New |
2023-12-31 |
1,714 |
$290,000 |
1,714 |
|
| Equitable Holdings Inc. |
954 |
*New |
2023-12-31 |
1,660 |
$281,000 |
1,660 |
|
| Betterment LLC |
290 |
*New |
2023-12-31 |
1,521 |
$257,000 |
1,521 |
|
| Claro Advisors LLC |
369 |
*New |
2024-03-31 |
1,209 |
$226,000 |
1,209 |
|
| Virtue Capital Management LLC |
305 |
*New |
2023-12-31 |
1,327 |
$221,000 |
1,327 |
|
| Flagship Private Wealth LLC |
73 |
*New |
2023-12-31 |
1,277 |
$216,000 |
1,277 |
|
| FIRST WESTERN TRUST BANK |
190 |
*New |
2023-12-31 |
1,271 |
$215,000 |
1,271 |
|
| MAS Advisors LLC |
59 |
*New |
2023-12-31 |
1,237 |
$209,000 |
1,237 |
|
| M&T BANK CORP |
1482 |
*New |
2023-12-31 |
1,228 |
$208,000 |
1,228 |
|
| Cedar Brook Financial Partners LLC |
422 |
*New |
2024-03-31 |
1,076 |
$201,000 |
1,076 |
|
| BAYSTATE WEALTH MANAGEMENT LLC |
303 |
*New |
2023-12-31 |
467 |
$79,000 |
467 |
|
| CITIGROUP INC |
3605 |
*New |
2023-12-31 |
280 |
$47,000 |
280 |
|
| ACIMA PRIVATE WEALTH LLC |
168 |
*New |
2023-12-31 |
238 |
$40,000 |
238 |
|
| Future Financial Wealth Managment LLC |
294 |
*New |
2024-03-31 |
200 |
$37,000 |
200 |
|
| Key Financial Inc |
512 |
*New |
2023-12-31 |
170 |
$29,000 |
170 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
864 |
*New |
2024-03-31 |
90 |
$17,000 |
90 |
|
| Compagnie Lombard Odier SCA |
479 |
*New |
2023-12-31 |
70 |
$12,000 |
70 |
|
| Aptus Capital Advisors LLC |
791 |
*New |
2023-12-31 |
53 |
$9,000 |
53 |
|
| Coppell Advisory Solutions LLC |
1008 |
*New |
2023-12-31 |
43 |
$7,000 |
43 |
|
|
42 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
|
|
|
