| |
Institutional
Holders
Total
Institutions:
 |
198  8 |
|
|
Total
shares held :
|
4,058,053 |
|
|
% of shares
held :
|
17.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-33 |
|
|
Amount
of shares held :
|
-11,493,544 |
|
|
% of shares
held change :
|
-50.7% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$89.25 |
|
|
Last
Quarter's Ending
Price :
|
$99.02 |
|
|
Last
Quarter's Average
Price :
|
$91.38 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 11.32 (12.39%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Resonant Capital Advisors LLC |
38 |
- |
2023-12-31 |
63,892 |
$6,327,000 |
0 |
|
| 9258 Wealth Management LLC |
44 |
- |
2023-12-31 |
27,250 |
$2,698,000 |
0 |
|
| Argent Trust Co |
286 |
- |
2023-12-31 |
9,858 |
$976,000 |
0 |
|
| WHITTIER TRUST CO OF NEVADA INC |
284 |
- |
2023-12-31 |
9,600 |
$951,000 |
0 |
|
| Gator Capital Management LLC |
39 |
- |
2023-12-31 |
9,376 |
$928,000 |
0 |
|
| Independent Family Office LLC |
38 |
- |
2023-12-31 |
8,414 |
$833,000 |
0 |
|
| AllSquare Wealth Management LLC |
30 |
- |
2023-12-31 |
8,302 |
$822,000 |
0 |
|
| Collaborative Wealth Managment Inc. |
62 |
- |
2023-12-31 |
7,711 |
$764,000 |
0 |
|
| Financial Advocates Investment Management |
348 |
- |
2023-12-31 |
7,486 |
$741,000 |
0 |
|
| Northeast Financial Consultants Inc |
161 |
- |
2023-12-31 |
7,100 |
$703,000 |
0 |
|
| SIGNALPOINT ASSET MANAGEMENT, LLC |
115 |
- |
2024-03-31 |
6,306 |
$683,000 |
0 |
|
| ANCORA ADVISORS, LLC |
421 |
- |
2023-12-31 |
6,732 |
$667,000 |
0 |
|
| Lehman & Derafelo Financial Resources LLC |
63 |
- |
2022-12-31 |
6,000 |
$513,000 |
0 |
|
| Asset Dedication LLC |
234 |
- |
2024-03-31 |
3,982 |
$431,000 |
0 |
|
| Petix & Botte Co |
80 |
- |
2023-12-31 |
4,296 |
$425,000 |
0 |
|
| American Institute for Advanced Investment Managem |
86 |
- |
2024-03-31 |
3,815 |
$413,000 |
0 |
|
| Stokes Family Office LLC |
154 |
- |
2023-12-31 |
4,060 |
$402,000 |
0 |
|
| PURE FINANCIAL ADVISORS, INC. |
236 |
- |
2024-03-31 |
3,340 |
$361,000 |
0 |
|
| Capital Advisors Ltd. LLC |
206 |
- |
2024-03-31 |
3,160 |
$342,000 |
0 |
|
| M&T BANK CORP |
1289 |
- |
2023-12-31 |
3,250 |
$322,000 |
0 |
|
| Salomon & Ludwin LLC |
141 |
- |
2023-12-31 |
3,473 |
$313,000 |
0 |
|
| Measured Wealth Private Client Group LLC |
149 |
- |
2024-03-31 |
2,715 |
$294,000 |
0 |
|
| FIRST MANHATTAN CO |
578 |
- |
2023-12-31 |
2,900 |
$287,000 |
0 |
|
| LEVEL FOUR ADVISORY SERVICES LLC |
622 |
- |
2023-12-31 |
2,883 |
$285,000 |
0 |
|
| Kelman-Lazarov Inc. |
87 |
- |
2023-12-31 |
2,738 |
$271,000 |
0 |
|
| MILLER INVESTMENT MANAGEMENT LP |
92 |
- |
2023-12-31 |
2,675 |
$265,000 |
0 |
|
| Triton Wealth Management PLLC |
60 |
- |
2024-03-31 |
2,528 |
$262,000 |
0 |
|
| Banco Santander S.A. |
391 |
- |
2023-12-31 |
2,554 |
$253,000 |
0 |
|
| Sentry LLC |
107 |
- |
2024-03-31 |
2,340 |
$253,000 |
0 |
|
| NBC SECURITIES INC. |
682 |
- |
2024-03-31 |
2,171 |
$234,000 |
0 |
|
| RVW Wealth LLC |
132 |
- |
2024-03-31 |
2,115 |
$229,000 |
0 |
|
| 1858 WEALTH MANAGEMENT LLC |
102 |
- |
2024-03-31 |
2,295 |
$227,000 |
0 |
|
| TRUST CO OF VERMONT |
295 |
- |
2023-12-31 |
1,751 |
$173,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
1,534 |
$152,000 |
0 |
|
| Tyler-Stone Wealth Management |
219 |
- |
2023-12-31 |
1,351 |
$134,000 |
0 |
|
| Sturgeon Ventures LLP |
20 |
- |
2023-09-30 |
1,457 |
$131,000 |
0 |
|
| True Wealth Design LLC |
128 |
- |
2023-12-31 |
1,187 |
$118,000 |
0 |
|
| Fortitude Family Office LLC |
97 |
- |
2024-03-31 |
886 |
$96,000 |
0 |
|
| Sound Income Strategies LLC |
334 |
- |
2024-03-31 |
813 |
$88,000 |
0 |
|
| FIFTH THIRD BANCORP |
1187 |
- |
2024-03-31 |
750 |
$81,000 |
0 |
|
| BLAIR WILLIAM & CO/IL |
1552 |
- |
2023-12-31 |
660 |
$65,000 |
0 |
|
| BLACKROCK INC. |
4625 |
- |
2023-12-31 |
500 |
$50,000 |
0 |
|
| Creative Capital Management Investments LLC |
91 |
- |
2024-03-31 |
375 |
$41,000 |
0 |
|
| TD Waterhouse Canada Inc. |
984 |
- |
2023-12-31 |
414 |
$41,000 |
0 |
|
| HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
353 |
$35,000 |
0 |
|
| BARCLAYS PLC |
3738 |
- |
2023-12-31 |
336 |
$33,000 |
0 |
|
| BESSEMER GROUP INC |
1410 |
- |
2023-12-31 |
307 |
$30,000 |
0 |
|
| Resurgent Financial Advisors LLC |
434 |
- |
2023-12-31 |
282 |
$28,000 |
0 |
|
| Addison Advisors LLC |
418 |
- |
2023-12-31 |
264 |
$26,000 |
0 |
|
| PSI Advisors LLC |
366 |
- |
2024-03-31 |
213 |
$23,000 |
0 |
|
| FinTrust Capital Advisors LLC |
704 |
- |
2023-12-31 |
176 |
$17,000 |
0 |
|
| FIRST COMMUNITY TRUST NA |
225 |
- |
2024-03-31 |
110 |
$12,000 |
0 |
|
| First Capital Advisors Group LLC. |
523 |
- |
2023-06-30 |
122 |
$11,000 |
0 |
|
| EverSource Wealth Advisors LLC |
1539 |
- |
2023-12-31 |
100 |
$10,000 |
0 |
|
| GUARDIAN WEALTH ADVISORS LLC / NC |
380 |
- |
2023-12-31 |
100 |
$10,000 |
0 |
|
| Aptus Capital Advisors LLC |
787 |
- |
2023-12-31 |
100 |
$10,000 |
0 |
|
| Spire Wealth Management |
1781 |
- |
2024-03-31 |
70 |
$8,000 |
0 |
|
| Kozak & Associates Inc. |
270 |
- |
2023-12-31 |
59 |
$6,000 |
0 |
|
| WFA of San Diego LLC |
340 |
- |
2023-09-30 |
20 |
$2,000 |
0 |
|
| HUNTINGTON NATIONAL BANK |
1998 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
60 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
|
|
|
|
