|
Institutional
Holders
Total
Institutions:
|
246 16 |
|
Total
shares held :
|
20,521,410 |
|
% of shares
held :
|
22.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
63 |
|
Amount
of shares held :
|
4,887,257 |
|
% of shares
held change :
|
5.43% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.76 |
|
Last
Quarter's Ending
Price :
|
$52.80 |
|
Last
Quarter's Average
Price :
|
$50.90 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.88 (1.73%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Gratus Capital LLC |
48 |
*New |
2023-12-31 |
242,501 |
$12,804,000 |
242,501 |
|
Vantage Financial Partners Ltd. Inc. |
21 |
*New |
2023-12-31 |
117,453 |
$6,202,000 |
117,453 |
|
Baird Financial Group Inc. |
720 |
*New |
2023-12-31 |
76,345 |
$4,031,000 |
76,345 |
|
CONDOR CAPITAL MANAGEMENT |
56 |
*New |
2023-12-31 |
69,903 |
$3,691,000 |
69,903 |
|
Legacy Financial Advisors Inc. |
22 |
*New |
2023-12-31 |
65,367 |
$3,451,000 |
65,367 |
|
Simplicity WealthLLC |
289 |
*New |
2024-03-31 |
52,168 |
$2,737,000 |
52,168 |
|
Flagstone Financial Management |
|
*New |
2023-12-31 |
29,358 |
$1,550,000 |
29,358 |
|
Benchmark Financial Wealth Advisors LLC |
26 |
*New |
2024-03-31 |
26,895 |
$1,411,000 |
26,895 |
|
Prosperity Consulting Group LLC |
62 |
*New |
2023-12-31 |
19,698 |
$1,040,000 |
19,698 |
|
Alpha Financial Partners LLC |
16 |
*New |
2023-12-31 |
18,357 |
$969,000 |
18,357 |
|
Koshinski Asset Management Inc. |
193 |
*New |
2023-12-31 |
17,410 |
$919,000 |
17,410 |
|
Avestar Capital LLC |
127 |
*New |
2023-12-31 |
14,757 |
$781,000 |
14,757 |
|
Resources Investment Advisors Inc. |
573 |
*New |
2023-12-31 |
13,904 |
$734,000 |
13,904 |
|
Kingsview Wealth Management LLC |
576 |
*New |
2023-12-31 |
12,580 |
$664,000 |
12,580 |
|
WETHERBY ASSET MANAGEMENT INC |
460 |
*New |
2023-12-31 |
12,044 |
$636,000 |
12,044 |
|
RWM Asset Management LLC |
88 |
*New |
2024-03-31 |
12,073 |
$633,000 |
12,073 |
|
Brandywine Oak Private Wealth LLC |
138 |
*New |
2023-12-31 |
10,352 |
$547,000 |
10,352 |
|
Streettalk Advisors LLC |
255 |
*New |
2023-12-31 |
9,930 |
$524,000 |
9,930 |
|
DORSEY & WHITNEY TRUST CO LLC |
347 |
*New |
2023-12-31 |
9,215 |
$487,000 |
9,215 |
|
Atlas Private Wealth Management |
98 |
*New |
2024-03-31 |
7,780 |
$408,000 |
7,780 |
|
Greytown Advisors Inc. |
48 |
*New |
2023-12-31 |
7,581 |
$401,000 |
7,581 |
|
Good Life Advisors LLC |
295 |
*New |
2023-12-31 |
6,925 |
$366,000 |
6,925 |
|
OHE FINANCIAL INC |
192 |
*New |
2023-12-31 |
6,534 |
$345,000 |
6,534 |
|
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ |
72 |
*New |
2023-12-31 |
6,440 |
$340,000 |
6,440 |
|
Objective Capital Management LLC |
84 |
*New |
2023-12-31 |
6,400 |
$338,000 |
6,400 |
|
TITLEIST ASSET MANAGEMENT LLC |
210 |
*New |
2023-12-31 |
3,800 |
$201,000 |
3,800 |
|
CRESTWOOD ADVISORS LLC |
390 |
*New |
2023-12-31 |
3,800 |
$201,000 |
3,800 |
|
Seaside Wealth Management Inc. |
56 |
*New |
2024-03-31 |
3,814 |
$200,000 |
3,814 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1569 |
*New |
2023-12-31 |
3,125 |
$165,000 |
3,125 |
|
SALEM INVESTMENT COUNSELORS INC |
877 |
*New |
2024-03-31 |
132 |
$7,000 |
132 |
|
YHB INVESTMENT ADVISORS, INC. |
781 |
*New |
2024-03-31 |
100 |
$5,000 |
100 |
|
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31 Records found
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1
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