|
Institutional
Holders
Total
Institutions:
|
112 5 |
|
Total
shares held :
|
2,122,486 |
|
% of shares
held :
|
25.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
40,615 |
|
% of shares
held change :
|
0.5% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$137.58 |
|
Last
Quarter's Ending
Price :
|
$164.15 |
|
Last
Quarter's Average
Price :
|
$147.81 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
36.82 (24.91%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Auto-Owners Insurance Co |
4 |
- |
2024-03-31 |
1,194,100 |
$217,790,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
786 |
- |
2024-03-31 |
16,166 |
$2,948,000 |
0 |
|
Financial Gravity Wealth Inc. |
134 |
- |
2023-12-31 |
2,774 |
$2,263,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
171 |
- |
2024-03-31 |
5,330 |
$972,000 |
0 |
|
KCM INVESTMENT ADVISORS LLC |
216 |
- |
2024-03-31 |
4,985 |
$909,000 |
0 |
|
PARK AVENUE SECURITIES LLC |
756 |
- |
2024-03-31 |
4,428 |
$808,000 |
0 |
|
BROWN ADVISORY HOLDINGS INC |
852 |
- |
2024-03-31 |
4,000 |
$730,000 |
0 |
|
Biltmore Family Office LLC |
119 |
- |
2023-12-31 |
2,702 |
$444,000 |
0 |
|
GAMMA Investing LLC |
228 |
- |
2024-03-31 |
2,205 |
$402,000 |
0 |
|
FINANCIAL COUNSELORS INC |
442 |
- |
2024-03-31 |
2,200 |
$401,000 |
0 |
|
Keystone Financial Group |
223 |
- |
2024-03-31 |
2,015 |
$368,000 |
0 |
|
Beacon Pointe Advisors LLC |
987 |
- |
2023-12-31 |
2,212 |
$363,000 |
0 |
|
COMMERCE BANK N A/MO |
964 |
- |
2024-03-31 |
1,957 |
$357,000 |
0 |
|
Apeiron RIA LLC |
167 |
- |
2024-03-31 |
1,691 |
$308,000 |
0 |
|
CI Private Wealth LLC |
1869 |
- |
2024-03-31 |
1,666 |
$304,000 |
0 |
|
Full Sail Capital LLC |
134 |
- |
2023-12-31 |
1,838 |
$302,000 |
0 |
|
Aries Wealth Management |
167 |
- |
2024-03-31 |
1,600 |
$292,000 |
0 |
|
MADDEN ADVISORY SERVICES, INC. |
80 |
- |
2024-03-31 |
1,379 |
$252,000 |
0 |
|
REDW Stanley Financial Advisors LLC |
141 |
- |
2024-03-31 |
1,277 |
$233,000 |
0 |
|
Independence Bank of Kentucky |
236 |
- |
2024-03-31 |
915 |
$167,000 |
0 |
|
TOMPKINS FINANCIAL CORP |
290 |
- |
2024-03-31 |
500 |
$91,000 |
0 |
|
McIlrath & Eck LLC |
215 |
- |
2024-03-31 |
425 |
$78,000 |
0 |
|
COMERICA BANK |
2608 |
- |
2023-12-31 |
424 |
$70,000 |
0 |
|
ADIRONDACK TRUST CO |
206 |
- |
2024-03-31 |
380 |
$69,000 |
0 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
697 |
- |
2024-03-31 |
305 |
$56,000 |
0 |
|
Qube Research & Technologies Ltd |
2889 |
- |
2023-12-31 |
318 |
$52,000 |
0 |
|
Rockbridge Investment Management LCC |
268 |
- |
2023-12-31 |
222 |
$36,000 |
0 |
|
Tortoise Investment Management LLC |
433 |
- |
2024-03-31 |
191 |
$35,000 |
0 |
|
AdvisorNet Financial Inc |
961 |
- |
2024-03-31 |
163 |
$30,000 |
0 |
|
IAG Wealth Partners LLC |
213 |
- |
2024-03-31 |
155 |
$28,000 |
0 |
|
Strengthening Families & Communities LLC |
133 |
- |
2024-03-31 |
138 |
$25,000 |
0 |
|
ATLAS CAPITAL ADVISORS LLC |
628 |
- |
2024-03-31 |
99 |
$18,000 |
0 |
|
TSFG LLC |
445 |
- |
2024-03-31 |
70 |
$13,000 |
0 |
|
Archer Investment Corp |
596 |
- |
2024-03-31 |
73 |
$13,000 |
0 |
|
NBC SECURITIES INC. |
1699 |
- |
2024-03-31 |
53 |
$9,000 |
0 |
|
Cedar Mountain Advisors LLC |
327 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
HUNTINGTON NATIONAL BANK |
2421 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
Smartleaf Asset Management LLC |
1659 |
- |
2024-03-31 |
20 |
$0 |
0 |
|
Capital Investment Advisory Services LLC |
1013 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
39 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
|
|
|
|