| |
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 |
  AMERIPRISE FINANCIAL INC |
2138 |
- |
2023-12-31 |
35,938 |
$6,047,000 |
-13,583 |
|
| PARSONS CAPITAL MANAGEMENT INC/RI |
97 |
- |
2024-03-31 |
18,165 |
$3,313,000 |
-515 |
|
| UBS Group AG |
2364 |
- |
2023-12-31 |
20,048 |
$3,291,000 |
-844 |
|
| COUNTRY CLUB BANK /GFN |
107 |
- |
2024-03-31 |
17,572 |
$3,205,000 |
-544 |
|
| HIGHTOWER ADVISORS, LLC |
1322 |
- |
2024-03-31 |
13,061 |
$2,383,000 |
-99 |
|
| ENVESTNET ASSET MANAGEMENT INC |
2355 |
- |
2023-12-31 |
14,343 |
$2,354,000 |
-10,512 |
|
| Koshinski Asset Management Inc. |
114 |
- |
2024-03-31 |
10,885 |
$1,985,000 |
-3,300 |
|
| PEAPACK GLADSTONE FINANCIAL CORP |
346 |
- |
2024-03-31 |
8,691 |
$1,585,000 |
-395 |
|
| Fulcrum Equity Management |
22 |
- |
2024-03-31 |
6,622 |
$1,208,000 |
-576 |
|
| Mutual Advisors LLC |
420 |
- |
2024-03-31 |
6,620 |
$1,207,000 |
-628 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2275 |
- |
2024-03-31 |
5,160 |
$941,000 |
-2,902 |
|
| Quadcap Wealth Management LLC |
123 |
- |
2024-03-31 |
4,619 |
$843,000 |
-344 |
|
| Goodman Advisory Group LLC |
48 |
- |
2023-12-31 |
4,410 |
$724,000 |
-3,920 |
|
| Atria Wealth Solutions Inc. |
1037 |
- |
2023-12-31 |
4,111 |
$675,000 |
-2,348 |
|
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2348 |
- |
2024-03-31 |
3,360 |
$613,000 |
-646 |
|
| BB&T CORP |
1982 |
- |
2023-12-31 |
2,849 |
$468,000 |
-88 |
|
| Avestar Capital LLC |
221 |
- |
2024-03-31 |
2,559 |
$467,000 |
-63 |
|
| Stanley-Laman Group Ltd. |
148 |
- |
2024-03-31 |
1,953 |
$407,000 |
-126 |
|
| Leo Wealth LLC |
244 |
- |
2024-03-31 |
1,950 |
$358,000 |
-83 |
|
| Envestnet Portfolio Solutions Inc. |
1282 |
- |
2024-03-31 |
1,893 |
$345,000 |
-247 |
|
| CREATIVE PLANNING |
2054 |
- |
2023-12-31 |
1,897 |
$311,000 |
-133 |
|
| BAKER TILLY FINANCIAL LLC |
344 |
- |
2024-03-31 |
1,627 |
$297,000 |
-10,337 |
|
| RAYMOND JAMES & ASSOCIATES |
3350 |
- |
2024-03-31 |
1,558 |
$284,000 |
-84 |
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
154 |
- |
2023-12-31 |
1,639 |
$269,000 |
-98 |
|
| Legacy Capital Group California Inc. |
260 |
- |
2024-03-31 |
1,326 |
$242,000 |
-398 |
|
| Syntegra Private Wealth Group LLC |
134 |
- |
2024-03-31 |
1,190 |
$217,000 |
-176 |
|
| WASHINGTON TRUST CO |
281 |
- |
2024-03-31 |
1,015 |
$185,000 |
-10 |
|
| SANDY SPRING BANK |
382 |
- |
2024-03-31 |
950 |
$173,000 |
-80 |
|
| RFP Financial Group LLC |
101 |
- |
2024-03-31 |
849 |
$155,000 |
-40 |
|
| PROEQUITIES INC. |
951 |
- |
2024-03-31 |
505 |
$92,000 |
-106 |
|
| US BANCORP |
2778 |
- |
2024-03-31 |
221 |
$40,000 |
-47 |
|
| Global Retirement Partners LLC |
1786 |
- |
2024-03-31 |
110 |
$20,000 |
-591 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1624 |
- |
2023-12-31 |
96 |
$16,000 |
-4 |
|
| PHILLIPS FINANCIAL MANAGEMENT LLC |
231 |
- |
2024-03-31 |
59 |
$11,000 |
-10 |
|
| Silicon Valley Capital Partners |
340 |
- |
2024-03-31 |
1 |
$0 |
-500 |
|
|
35 Records found
|
1
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