|
Institutional
Holders
Total
Institutions:
|
70 1 |
|
Total
shares held :
|
2,375,904 |
|
% of shares
held :
|
60.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-279,747 |
|
% of shares
held change :
|
-7.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.97 |
|
Last
Quarter's Ending
Price :
|
$63.12 |
|
Last
Quarter's Average
Price :
|
$54.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
16.96 (31.3%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
EP WEALTH ADVISORS, INC. |
410 |
- |
2023-12-31 |
12,086 |
$763,000 |
0 |
|
RSM US WEALTH MANAGEMENT LLC |
553 |
- |
2024-03-31 |
3,674 |
$275,000 |
0 |
|
BDO Wealth Advisors LLC |
264 |
- |
2023-06-30 |
3,674 |
$200,000 |
0 |
|
Steward Financial Group LLC |
202 |
- |
2023-09-30 |
556 |
$28,000 |
0 |
|
FinTrust Capital Advisors LLC |
700 |
- |
2024-03-31 |
275 |
$21,000 |
0 |
|
GPS Wealth Strategies Group LLC |
704 |
- |
2023-12-31 |
300 |
$19,000 |
0 |
|
DIVIDEND GROWTH ADVISORS LLC |
305 |
- |
2023-12-31 |
250 |
$16,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1600 |
- |
2024-03-31 |
200 |
$15,000 |
0 |
|
Spire Wealth Management |
1653 |
- |
2024-03-31 |
161 |
$12,000 |
0 |
|
PROEQUITIES INC. |
1618 |
- |
2023-12-31 |
195 |
$12,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2121 |
- |
2023-12-31 |
155 |
$10,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
19 |
$1,000 |
0 |
|
CWM LLC |
4205 |
- |
2024-03-31 |
14 |
$1,000 |
0 |
|
|
13 Records found
|
1
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