| |
Institutional
Holders
Total
Institutions:
 |
167  6 |
|
|
Total
shares held :
|
9,666,651 |
|
|
% of shares
held :
|
32.66% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
-65,017 |
|
|
% of shares
held change :
|
-0.22% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$31.84 |
|
|
Last
Quarter's Ending
Price :
|
$33.52 |
|
|
Last
Quarter's Average
Price :
|
$32.16 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 1.44 (4.48%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  State of Wisconsin - Board of Commissioners of Pub |
5 |
- |
2024-03-31 |
840,093 |
$29,294,000 |
0 |
|
| CNO Financial Group Inc. |
1 |
- |
2023-09-30 |
700,000 |
$22,722,000 |
0 |
|
| Betterment LLC |
218 |
- |
2024-03-31 |
23,849 |
$832,000 |
0 |
|
| Pensionmark Financial Group LLC |
167 |
- |
2023-12-31 |
23,805 |
$798,000 |
0 |
|
| HARBOR ADVISORY CORP /MA/ |
64 |
- |
2024-03-31 |
17,075 |
$595,000 |
0 |
|
| CRESTWOOD ADVISORS LLC |
283 |
- |
2024-03-31 |
13,700 |
$478,000 |
0 |
|
| TD CAPITAL MANAGEMENT LLC |
76 |
- |
2024-03-31 |
10,515 |
$352,000 |
0 |
|
| PRIVATE TRUST CO NA |
483 |
- |
2024-03-31 |
9,366 |
$327,000 |
0 |
|
| Tobias Financial Advisors Inc. |
88 |
- |
2024-03-31 |
6,688 |
$233,000 |
0 |
|
| Mayflower Financial Advisors LLC |
333 |
- |
2024-03-31 |
6,225 |
$217,000 |
0 |
|
| Key Financial Inc |
217 |
- |
2024-03-31 |
6,374 |
$214,000 |
0 |
|
| Coastal Capital Group Inc. |
94 |
- |
2023-06-30 |
6,110 |
$205,000 |
0 |
|
| Tradewinds Capital Management LLC |
77 |
- |
2024-03-31 |
5,343 |
$186,000 |
0 |
|
| Lowe fs LLC |
68 |
- |
2024-03-31 |
3,538 |
$123,000 |
0 |
|
| WFA of San Diego LLC |
115 |
- |
2023-09-30 |
3,119 |
$101,000 |
0 |
|
| Sunbelt Securities Inc. |
751 |
- |
2024-03-31 |
2,298 |
$80,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
598 |
- |
2024-03-31 |
2,200 |
$77,000 |
0 |
|
| Nalls Sherbakoff Group LLC |
133 |
- |
2023-12-31 |
2,257 |
$76,000 |
0 |
|
| PRUDENTIAL CORP PLC |
858 |
- |
2023-12-31 |
1,800 |
$60,000 |
0 |
|
| Rocky Mountain Advisers LLC |
115 |
- |
2024-03-31 |
1,620 |
$56,000 |
0 |
|
| Tanglewood Legacy Advisors LLC |
153 |
- |
2024-03-31 |
1,601 |
$56,000 |
0 |
|
| Hexagon Capital Partners LLC |
433 |
- |
2024-03-31 |
1,436 |
$50,000 |
0 |
|
| JDM Financial Group LLC |
73 |
- |
2024-03-31 |
1,350 |
$47,000 |
0 |
|
| PSI Advisors LLC |
283 |
- |
2024-03-31 |
1,180 |
$41,000 |
0 |
|
| Glass Jacobson Investment Advisors llc |
379 |
- |
2024-03-31 |
1,125 |
$39,000 |
0 |
|
| ARMSTRONG ADVISORY GROUP INC |
409 |
- |
2024-03-31 |
875 |
$29,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2418 |
- |
2023-12-31 |
565 |
$19,000 |
0 |
|
| CITIGROUP INC |
4141 |
- |
2024-03-31 |
493 |
$17,000 |
0 |
|
| BANGOR SAVINGS BANK |
390 |
- |
2024-03-31 |
360 |
$13,000 |
0 |
|
| Capital Investment Advisory Services LLC |
796 |
- |
2024-03-31 |
367 |
$13,000 |
0 |
|
| Beacon Capital Management LLC |
491 |
- |
2023-12-31 |
340 |
$11,000 |
0 |
|
| BALDWIN BROTHERS INC/MA |
539 |
- |
2024-03-31 |
325 |
$11,000 |
0 |
|
| Morling Financial Advisors LLC |
75 |
- |
2023-12-31 |
300 |
$10,000 |
0 |
|
| Retirement Group LLC |
479 |
- |
2024-03-31 |
283 |
$10,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
1163 |
- |
2024-03-31 |
254 |
$9,000 |
0 |
|
| CITY HOLDING CO |
415 |
- |
2024-03-31 |
250 |
$9,000 |
0 |
|
| Front Row Advisors LLC |
351 |
- |
2023-12-31 |
215 |
$7,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
631 |
- |
2024-03-31 |
138 |
$5,000 |
0 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
344 |
- |
2023-12-31 |
80 |
$3,000 |
0 |
|
| DELTA ASSET MANAGEMENT LLC/TN |
577 |
- |
2023-12-31 |
56 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
4617 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| Financial Gravity Wealth Inc. |
1005 |
- |
2023-12-31 |
5 |
$0 |
0 |
|
| Covestor Ltd |
2897 |
- |
2024-03-31 |
1 |
$0 |
0 |
|
|
43 Records found
|
1
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