| |
Institutional
Holders
Total
Institutions:
 |
656  0 |
|
|
Total
shares held :
|
56,535,252 |
|
|
% of shares
held :
|
65.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -3 |
|
|
Amount
of shares held :
|
1,804,567 |
|
|
% of shares
held change :
|
2.1% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  EASTERN BANK |
|
*New |
2023-12-31 |
160,716 |
$15,300,000 |
160,716 |
|
| FIRST MANHATTAN CO |
120 |
*New |
2023-12-31 |
153,463 |
$14,610,000 |
153,463 |
|
| BROWN WEALTH MANAGEMENT LLC |
17 |
*New |
2023-12-31 |
40,286 |
$3,835,000 |
40,286 |
|
| CIBC WORLD MARKETS INC. |
468 |
*New |
2023-12-31 |
28,448 |
$2,708,000 |
28,448 |
|
| MOULTON WEALTH MANAGEMENT INC |
10 |
*New |
2024-03-31 |
26,165 |
$2,653,000 |
26,165 |
|
| BREVAN HOWARD CAPITAL MANAGEMENT LP |
59 |
*New |
2023-12-31 |
25,362 |
$2,414,000 |
25,362 |
|
| SpiderRock Advisors LLC |
236 |
*New |
2024-03-31 |
14,880 |
$1,471,000 |
14,880 |
|
| DEARBORN PARTNERS LLC |
|
*New |
2023-12-31 |
15,329 |
$1,459,000 |
15,329 |
|
| Summit Trail Advisors LLC |
179 |
*New |
2024-03-31 |
12,652 |
$1,283,000 |
12,652 |
|
| Wells Trecaso Financial Group LLC |
45 |
*New |
2024-03-31 |
11,429 |
$1,159,000 |
11,429 |
|
| 1ST SOURCE BANK |
143 |
*New |
2023-12-31 |
8,897 |
$847,000 |
8,897 |
|
| Cornerstone Advisory LLP |
99 |
*New |
2023-12-31 |
8,565 |
$815,000 |
8,565 |
|
| Stokes Family Office LLC |
123 |
*New |
2023-12-31 |
7,625 |
$726,000 |
7,625 |
|
| DGS Capital Management LLC |
120 |
*New |
2024-03-31 |
5,498 |
$558,000 |
5,498 |
|
| Benchmark Investment Advisors LLC |
195 |
*New |
2023-12-31 |
5,108 |
$486,000 |
5,108 |
|
| Scissortail Wealth Management LLC |
102 |
*New |
2023-12-31 |
4,862 |
$463,000 |
4,862 |
|
| Soltis Investment Advisors LLC |
222 |
*New |
2024-03-31 |
4,058 |
$412,000 |
4,058 |
|
| Investment Advisory Group LLC |
|
*New |
2024-03-31 |
3,508 |
$356,000 |
3,508 |
|
| Delta Investment Management LLC |
166 |
*New |
2023-12-31 |
2,970 |
$283,000 |
2,970 |
|
| HARTLINE INVESTMENT CORP/ |
303 |
*New |
2024-03-31 |
2,757 |
$280,000 |
2,757 |
|
| WILEY BROS.-AINTREE CAPITAL LLC |
399 |
*New |
2024-03-31 |
2,562 |
$260,000 |
2,562 |
|
| FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
900 |
*New |
2023-12-31 |
2,628 |
$250,000 |
2,628 |
|
| Arete Wealth Advisors LLC |
607 |
*New |
2023-12-31 |
2,542 |
$242,000 |
2,542 |
|
| OneAscent Financial Services LLC |
322 |
*New |
2024-03-31 |
2,366 |
$240,000 |
2,366 |
|
| Compton Wealth Advisory Group LLC |
99 |
*New |
2024-03-31 |
2,303 |
$234,000 |
2,303 |
|
| GeoWealth Management LLC |
468 |
*New |
2023-12-31 |
2,432 |
$232,000 |
2,432 |
|
| PINNACLE FINANCIAL PARTNERS INC |
|
*New |
2024-03-31 |
2,265 |
$230,000 |
2,265 |
|
| ADVISORY RESEARCH INC |
318 |
*New |
2023-12-31 |
2,231 |
$212,000 |
2,231 |
|
| F3Logic LLC |
173 |
*New |
2022-12-31 |
2,304 |
$207,000 |
2,304 |
|
| SEGMENT WEALTH MANAGEMENT, LLC |
245 |
*New |
2024-03-31 |
2,001 |
$203,000 |
2,001 |
|
| Crewe Advisors LLC |
81 |
*New |
2023-12-31 |
1,589 |
$151,000 |
1,589 |
|
| BFSG LLC |
310 |
*New |
2024-03-31 |
977 |
$99,000 |
977 |
|
| DIAM CO. LTD |
918 |
*New |
2024-03-31 |
936 |
$95,000 |
936 |
|
| CarsonAllaria Wealth Management Ltd. |
107 |
*New |
2023-12-31 |
740 |
$70,000 |
740 |
|
| MATHER GROUP, INC. |
906 |
*New |
2024-03-31 |
456 |
$43,000 |
456 |
|
| HAZLETT BURT & WATSON INC. |
371 |
*New |
2024-03-31 |
358 |
$37,000 |
358 |
|
| Davidson Capital Management Inc. |
56 |
*New |
2023-12-31 |
291 |
$28,000 |
291 |
|
| Salomon & Ludwin LLC |
|
*New |
2024-03-31 |
249 |
$25,000 |
249 |
|
| Burleson & Company LLC |
210 |
*New |
2022-12-31 |
258 |
$23,000 |
258 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1290 |
*New |
2023-12-31 |
211 |
$20,000 |
211 |
|
| ARCADIA INVESTMENT MANAGEMENT CORP/MI |
246 |
*New |
2024-03-31 |
189 |
$19,000 |
189 |
|
| BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
986 |
*New |
2023-12-31 |
70 |
$7,000 |
70 |
|
|
42 Records found
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1
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