|
Institutional
Holders
Total
Institutions:
|
93 1 |
|
Total
shares held :
|
6,587,311 |
|
% of shares
held :
|
34.67% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
16 |
|
Amount
of shares held :
|
382,145 |
|
% of shares
held change :
|
2.01% |
|
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 |
TIAA FSB |
79 |
- |
2023-06-30 |
1,658,713 |
$45,299,000 |
-306,964 |
|
UBS Group AG |
1799 |
- |
2023-12-31 |
230,047 |
$6,200,000 |
-26,264 |
|
MISSION WEALTH MANAGEMENT LLC |
127 |
- |
2024-03-31 |
115,722 |
$3,182,000 |
-2,016 |
|
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP |
27 |
- |
2023-12-31 |
54,864 |
$1,479,000 |
-75,735 |
|
Tolleson Wealth Management Inc. |
44 |
- |
2023-12-31 |
35,892 |
$967,000 |
-975 |
|
Advisor Group Holdings Inc. |
2434 |
- |
2024-03-31 |
32,559 |
$895,000 |
-9,388 |
|
UMB BANK N A/MO |
349 |
- |
2024-03-31 |
29,717 |
$817,000 |
-966 |
|
First Pacific Financial |
71 |
- |
2024-03-31 |
29,005 |
$798,000 |
-1,230 |
|
WHITTIER TRUST CO |
451 |
- |
2024-03-31 |
22,244 |
$612,000 |
-15,932 |
|
FINANCIAL ARCHITECTS INC |
188 |
- |
2023-06-30 |
22,298 |
$609,000 |
-945 |
|
McNamara Financial Services Inc. |
40 |
- |
2024-03-31 |
20,305 |
$558,000 |
-874 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
126 |
- |
2023-06-30 |
13,767 |
$376,000 |
-2,500 |
|
MODERA WEALTH MANAGEMENT, LLC |
429 |
- |
2023-12-31 |
13,518 |
$364,000 |
-28,716 |
|
Walkner Condon Financial Advisors LLC |
199 |
- |
2024-03-31 |
12,397 |
$341,000 |
-129 |
|
HIGHTOWER ADVISORS, LLC |
2586 |
- |
2024-03-31 |
11,593 |
$319,000 |
-15,368 |
|
Carson Advisory Inc. |
123 |
- |
2024-03-31 |
10,161 |
$279,000 |
-2,900 |
|
LOCKERMAN FINANCIAL GROUP INC. |
65 |
- |
2024-03-31 |
10,124 |
$278,000 |
-100 |
|
J P MORGAN CHASE & CO |
4044 |
- |
2024-03-31 |
10,066 |
$277,000 |
-338 |
|
STIFEL FINANCIAL CORP |
2894 |
- |
2023-12-31 |
9,926 |
$268,000 |
-2,514 |
|
RAYMOND JAMES & ASSOCIATES |
3494 |
- |
2024-03-31 |
8,214 |
$226,000 |
-1,045 |
|
RICHARD BERNSTEIN ADVISORS LLC |
207 |
- |
2024-03-31 |
8,124 |
$223,000 |
-8,013 |
|
CI Private Wealth LLC |
2050 |
- |
2024-03-31 |
7,903 |
$217,000 |
-932 |
|
Redwood Financial Network Corp |
141 |
- |
2024-03-31 |
7,504 |
$206,000 |
-2,234 |
|
Tortoise Investment Management LLC |
254 |
- |
2024-03-31 |
5,206 |
$143,000 |
-239 |
|
Steward Partners Investment Advisory LLC |
1632 |
- |
2023-12-31 |
4,112 |
$111,000 |
-2,685 |
|
HANSON MCCLAIN, INC. |
1714 |
- |
2024-03-31 |
811 |
$22,000 |
-258 |
|
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26 Records found
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1
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