|
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 |
PATHSTONE FAMILY OFFICE, LLC |
1075 |
- |
2023-09-30 |
8,630 |
$457,000 |
0 |
|
Sachetta LLC |
88 |
- |
2024-03-31 |
8,290 |
$423,000 |
0 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1597 |
- |
2023-09-30 |
4,190 |
$222,000 |
0 |
|
DiNuzzo Private Wealth Inc. |
54 |
- |
2024-03-31 |
2,880 |
$157,000 |
0 |
|
Salomon & Ludwin LLC |
278 |
- |
2024-03-31 |
1,510 |
$82,000 |
0 |
|
CWM LLC |
2070 |
- |
2024-03-31 |
1,279 |
$70,000 |
0 |
|
WOLFF WIESE MAGANA LLC |
182 |
- |
2024-03-31 |
608 |
$33,000 |
0 |
|
Parallel Advisors LLC |
1724 |
- |
2024-03-31 |
566 |
$31,000 |
0 |
|
FSC Wealth Advisors LLC |
161 |
- |
2024-03-31 |
340 |
$19,000 |
0 |
|
Cape Investment Advisory Inc. |
548 |
- |
2023-12-31 |
380 |
$19,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1625 |
- |
2023-12-31 |
307 |
$16,000 |
0 |
|
Impact Partnership Wealth LLC |
461 |
- |
2023-12-31 |
260 |
$13,000 |
0 |
|
PRIVATE TRUST CO NA |
1591 |
- |
2024-03-31 |
223 |
$12,000 |
0 |
|
MV Capital Management Inc. |
508 |
- |
2024-03-31 |
175 |
$10,000 |
0 |
|
Key Financial Inc |
783 |
- |
2024-03-31 |
157 |
$8,000 |
0 |
|
OLD SECOND NATIONAL BANK OF AURORA |
284 |
- |
2024-03-31 |
150 |
$8,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2836 |
- |
2023-12-31 |
144 |
$7,000 |
0 |
|
Concord Wealth Partners |
649 |
- |
2024-03-31 |
85 |
$5,000 |
0 |
|
MGB Wealth Management LLC |
258 |
- |
2024-03-31 |
93 |
$5,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
2141 |
- |
2023-12-31 |
100 |
$5,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1741 |
- |
2024-03-31 |
69 |
$4,000 |
0 |
|
PROEQUITIES INC. |
2622 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
22 Records found
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1
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