| |
Institutional
Holders
Total
Institutions:
 |
107  2 |
|
|
Total
shares held :
|
35,622,277 |
|
|
% of shares
held :
|
77.59% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
|
Amount
of shares held :
|
-533,469 |
|
|
% of shares
held change :
|
-1.16% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.29 |
|
|
Last
Quarter's Ending
Price :
|
$53.50 |
|
|
Last
Quarter's Average
Price :
|
$50.07 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 4.33 (8.65%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  NORTHERN TRUST CORP |
59 |
- |
2023-12-31 |
29,605,938 |
$1,583,918,000 |
-549,855 |
|
| MORGAN STANLEY |
3042 |
- |
2023-12-31 |
258,202 |
$13,814,000 |
-28,938 |
|
| WCG Wealth Advisors LLC |
28 |
- |
2023-12-31 |
255,415 |
$13,665,000 |
-41,432 |
|
| Landmark Financial Advisors LLC |
10 |
- |
2023-12-31 |
196,482 |
$10,512,000 |
-9,471 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1686 |
- |
2023-12-31 |
126,638 |
$6,775,000 |
-120,308 |
|
| NBT BANK N A /NY |
51 |
- |
2024-03-31 |
122,829 |
$6,705,000 |
-3,126 |
|
| Money Design Co.Ltd. |
67 |
- |
2024-03-31 |
45,500 |
$2,484,000 |
-11,213 |
|
| LPL FINANCIAL CORP |
2370 |
- |
2024-03-31 |
43,504 |
$2,375,000 |
-12,784 |
|
| HPM Partners LLC |
|
- |
2023-12-31 |
37,493 |
$2,006,000 |
-1,623 |
|
| Brio Consultants LLC |
46 |
- |
2024-03-31 |
34,276 |
$1,871,000 |
-268 |
|
| Missouri Trust & Investment Co |
32 |
- |
2023-12-31 |
29,340 |
$1,570,000 |
-1,060 |
|
| UBS Group AG |
3164 |
- |
2023-12-31 |
25,596 |
$1,369,000 |
-1,332 |
|
| BANK OF AMERICA CORP /DE/ |
3808 |
- |
2023-12-31 |
25,129 |
$1,344,000 |
-4,970 |
|
| BANK OF NEW YORK MELLON CORP |
3027 |
- |
2024-03-31 |
22,382 |
$1,222,000 |
-3,568 |
|
| MML INVESTORS SERVICES LLC |
1460 |
- |
2023-12-31 |
15,773 |
$844,000 |
-141 |
|
| Endowment Wealth Management Inc. |
64 |
- |
2024-03-31 |
9,535 |
$520,000 |
-172 |
|
| ORBA Wealth Advisors L.L.C. |
57 |
- |
2024-03-31 |
9,184 |
$501,000 |
-429 |
|
| CALAMOS WEALTH MANAGEMENT LLC |
183 |
- |
2024-03-31 |
9,165 |
$500,000 |
-7,611 |
|
| ROYAL BANK OF CANADA |
3660 |
- |
2023-12-31 |
9,209 |
$493,000 |
-33,787 |
|
| Independence Bank of Kentucky |
157 |
- |
2024-03-31 |
8,410 |
$459,000 |
-165 |
|
| U.S. Capital Wealth Advisors LLC |
525 |
- |
2024-03-31 |
6,688 |
$365,000 |
-490 |
|
| BANK OF MONTREAL /CAN/ |
2288 |
- |
2023-12-31 |
6,379 |
$341,000 |
-979 |
|
| INVESCO LTD |
3321 |
- |
2023-12-31 |
5,597 |
$299,000 |
-713 |
|
| Bickling Financial Services Inc. |
89 |
- |
2022-12-31 |
5,876 |
$296,000 |
-1,920 |
|
| SEVEN MILE ADVISORY |
129 |
- |
2024-03-31 |
4,210 |
$230,000 |
-369 |
|
| CENTAURUS FINANCIAL INC. |
590 |
- |
2023-12-31 |
3,827 |
$205,000 |
-275 |
|
| Advisor Group Holdings Inc. |
3778 |
- |
2024-03-31 |
3,173 |
$173,000 |
-4,175 |
|
| Millburn Ridgefield Corp |
57 |
- |
2024-03-31 |
2,630 |
$144,000 |
-601 |
|
| PNC FINANCIAL SERVICES GROUP INC |
2408 |
- |
2024-03-31 |
2,588 |
$141,000 |
-703 |
|
| FIFTH THIRD BANCORP |
1052 |
- |
2024-03-31 |
2,511 |
$137,000 |
-1,189 |
|
| US BANCORP |
2335 |
- |
2024-03-31 |
1,906 |
$104,000 |
-75 |
|
| JFS WEALTH ADVISORS, LLC |
445 |
- |
2024-03-31 |
827 |
$45,000 |
-3,392 |
|
| WELLS FARGO & CO/MN |
5175 |
- |
2024-03-31 |
169 |
$9,000 |
-1,292 |
|
| Ronald Blue Trust Inc. |
1525 |
- |
2024-03-31 |
127 |
$7,000 |
-33 |
|
| CWM LLC |
3966 |
- |
2024-03-31 |
35 |
$2,000 |
-496 |
|
|
35 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
|
|
|
