|
Institutional
Holders
Total
Institutions:
|
85 6 |
|
Total
shares held :
|
8,802,339 |
|
% of shares
held :
|
63.19% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
-97,968 |
|
% of shares
held change :
|
-0.7% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.58 |
|
Last
Quarter's Ending
Price :
|
$51.00 |
|
Last
Quarter's Average
Price :
|
$50.83 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.75 (13.28%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FINANCIAL ENGINES ADVISORS L.L.C. |
27 |
- |
2023-12-31 |
6,158,362 |
$314,064,000 |
13,434 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
21 |
- |
2024-03-31 |
205,062 |
$11,192,000 |
14,953 |
|
FRANKLIN RESOURCES INC |
901 |
- |
2023-12-31 |
178,981 |
$9,128,000 |
2,115 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
561 |
- |
2024-03-31 |
137,541 |
$7,507,000 |
7,198 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
20 |
- |
2024-03-31 |
133,421 |
$7,282,000 |
2,942 |
|
Sweet Financial Partners LLC |
13 |
- |
2024-03-31 |
122,821 |
$6,704,000 |
24,447 |
|
MORGAN STANLEY |
3655 |
- |
2023-12-31 |
125,586 |
$6,405,000 |
96,380 |
|
CFS Investment Advisory Services LLC |
19 |
- |
2023-12-31 |
110,242 |
$5,622,000 |
1,194 |
|
CAPITAL WEALTH MANAGEMENT LLC |
14 |
- |
2024-03-31 |
97,256 |
$5,308,000 |
40,676 |
|
UBS Group AG |
2139 |
- |
2023-12-31 |
83,208 |
$4,243,000 |
30,017 |
|
Fundamentun LLC |
84 |
- |
2024-03-31 |
51,621 |
$2,818,000 |
756 |
|
HOLLOW BROOK ASSOCIATES LLC |
31 |
- |
2023-12-31 |
48,763 |
$2,487,000 |
8,405 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1804 |
- |
2024-03-31 |
34,986 |
$1,910,000 |
5,625 |
|
STIFEL FINANCIAL CORP |
1739 |
- |
2023-12-31 |
35,363 |
$1,803,000 |
1,574 |
|
Fiduciary Alliance LLC |
74 |
- |
2024-03-31 |
30,453 |
$1,677,000 |
1,637 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
143 |
- |
2024-03-31 |
26,027 |
$1,434,000 |
13,065 |
|
Brio Consultants LLC |
54 |
- |
2024-03-31 |
24,014 |
$1,311,000 |
2,247 |
|
Global Retirement Partners LLC |
647 |
- |
2024-03-31 |
5,632 |
$307,000 |
1,010 |
|
Per Stirling Capital Management LLC. |
184 |
- |
2023-12-31 |
5,102 |
$260,000 |
1,273 |
|
SANDY SPRING BANK |
352 |
- |
2024-03-31 |
4,083 |
$223,000 |
675 |
|
ROYAL BANK OF CANADA |
4524 |
- |
2023-12-31 |
3,597 |
$184,000 |
350 |
|
SUMMIT INVESTMENT ADVISORS INC |
1351 |
- |
2023-12-31 |
3,411 |
$174,000 |
2 |
|
Qube Research & Technologies Ltd |
2650 |
- |
2023-12-31 |
2,259 |
$115,000 |
2,259 |
|
FMR LLC |
3021 |
- |
2023-12-31 |
2,172 |
$111,000 |
995 |
|
IFP Advisors Inc |
1692 |
- |
2023-12-31 |
653 |
$33,000 |
7 |
|
PNC FINANCIAL SERVICES GROUP INC |
3443 |
- |
2024-03-31 |
355 |
$19,000 |
355 |
|
Coastal Investment Advisors Inc. |
791 |
- |
2024-03-31 |
23 |
$1,000 |
23 |
|
NORTHWEST INVESTMENT COUNSELORS LLC |
505 |
- |
2024-03-31 |
27 |
$1,000 |
27 |
|
|
28 Records found
|
1
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