|
Institutional
Holders
Total
Institutions:
|
57 8 |
|
Total
shares held :
|
25,712,340 |
|
% of shares
held :
|
28.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
-759,271 |
|
% of shares
held change :
|
-0.84% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$26.51 |
|
Last
Quarter's Ending
Price :
|
$28.83 |
|
Last
Quarter's Average
Price :
|
$27.20 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.41 (1.53%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Orgel Wealth Management LLC |
11 |
- |
2024-03-31 |
4,442,372 |
$124,742,000 |
178,093 |
|
BANK OF NEW YORK MELLON CORP |
1080 |
- |
2024-03-31 |
1,646,880 |
$46,244,000 |
360,607 |
|
LPL FINANCIAL CORP |
525 |
- |
2023-12-31 |
1,599,407 |
$46,111,000 |
45,045 |
|
PFS INVESTMENTS INC. |
48 |
- |
2023-06-30 |
1,233,073 |
$35,969,000 |
33,691 |
|
Campbell Wealth Management |
13 |
- |
2023-12-31 |
700,663 |
$20,200,000 |
19,846 |
|
BANK OF AMERICA CORP /DE/ |
1827 |
- |
2023-12-31 |
659,545 |
$19,015,000 |
151,045 |
|
WELLS FARGO & CO/MN |
1172 |
- |
2023-12-31 |
584,463 |
$16,850,000 |
315,036 |
|
Dynamic Advisors Solutions LLC |
47 |
- |
2024-03-31 |
503,930 |
$14,150,000 |
95,506 |
|
ROYAL BANK OF CANADA |
1532 |
- |
2023-12-31 |
304,236 |
$8,770,000 |
247,370 |
|
Fundamentun LLC |
49 |
- |
2024-03-31 |
220,629 |
$6,195,000 |
27,898 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1515 |
- |
2023-12-31 |
85,619 |
$2,468,000 |
33,866 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1731 |
- |
2023-12-31 |
81,578 |
$2,352,000 |
72,452 |
|
PROSPERA FINANCIAL SERVICES |
350 |
- |
2023-12-31 |
56,478 |
$1,628,000 |
1,143 |
|
ENVESTNET ASSET MANAGEMENT INC |
2629 |
- |
2023-12-31 |
52,264 |
$1,507,000 |
17,043 |
|
Arete Wealth Advisors LLC |
181 |
- |
2023-12-31 |
50,645 |
$1,460,000 |
50,645 |
|
Coppell Advisory Solutions Corp. |
54 |
- |
2023-03-31 |
48,942 |
$1,453,000 |
2,726 |
|
PNC FINANCIAL SERVICES GROUP INC |
1041 |
- |
2023-12-31 |
44,064 |
$1,270,000 |
11,437 |
|
Simplicity WealthLLC |
473 |
- |
2024-03-31 |
41,949 |
$1,178,000 |
25,351 |
|
UBS Group AG |
3294 |
- |
2023-12-31 |
40,134 |
$1,157,000 |
882 |
|
Atria Wealth Solutions Inc. |
1118 |
- |
2023-12-31 |
20,202 |
$582,000 |
3,895 |
|
PFG Investments LLC |
585 |
- |
2024-03-31 |
15,452 |
$434,000 |
15,452 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
12,581 |
$363,000 |
3,715 |
|
Brookstone Capital Management |
767 |
- |
2024-03-31 |
10,298 |
$289,000 |
76 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
4,296 |
$123,000 |
609 |
|
COMERICA BANK |
2605 |
- |
2023-12-31 |
2,473 |
$71,000 |
1,715 |
|
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25 Records found
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1
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