|
Institutional
Holders
Total
Institutions:
|
274 18 |
|
Total
shares held :
|
31,350,522 |
|
% of shares
held :
|
68.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
117 |
|
Amount
of shares held :
|
4,150,168 |
|
% of shares
held change :
|
9.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.38 |
|
Last
Quarter's Ending
Price :
|
$98.04 |
|
Last
Quarter's Average
Price :
|
$92.45 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.54 (11.4%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Marks Group Wealth Management Inc |
102 |
- |
2024-03-31 |
23,892 |
$2,544,000 |
0 |
|
CSM Advisors LLC |
96 |
- |
2023-12-31 |
16,000 |
$1,569,000 |
0 |
|
Snowden Capital Advisors LLC |
447 |
- |
2023-12-31 |
9,762 |
$957,000 |
0 |
|
Phraction Management LLC |
33 |
- |
2023-12-31 |
7,700 |
$755,000 |
0 |
|
Schrum Private Wealth Management LLC |
47 |
- |
2024-03-31 |
6,241 |
$665,000 |
0 |
|
Austin Private Wealth LLC |
115 |
- |
2024-03-31 |
5,136 |
$546,000 |
0 |
|
Capital Advisory Group Advisory Services LLC |
95 |
- |
2024-03-31 |
4,348 |
$463,000 |
0 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
214 |
- |
2024-03-31 |
4,000 |
$426,000 |
0 |
|
Lion Street Advisors LLC |
168 |
- |
2024-03-31 |
3,325 |
$326,000 |
0 |
|
STOCK YARDS BANK & TRUST CO |
349 |
- |
2024-03-31 |
2,700 |
$288,000 |
0 |
|
WHARTON BUSINESS GROUP, LLC |
115 |
- |
2023-12-31 |
2,830 |
$277,000 |
0 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
139 |
- |
2024-03-31 |
2,464 |
$262,000 |
0 |
|
SAR WEALTH MANAGEMENT GROUP LLC |
37 |
- |
2024-03-31 |
2,346 |
$250,000 |
0 |
|
Essex Savings Bank |
225 |
- |
2024-03-31 |
2,500 |
$245,000 |
0 |
|
Capital Analysts Inc. |
502 |
- |
2023-12-31 |
1,234 |
$121,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
349 |
- |
2024-03-31 |
922 |
$98,000 |
0 |
|
Archer Investment Corp |
336 |
- |
2024-03-31 |
758 |
$81,000 |
0 |
|
First Command Advisory Services Inc. |
223 |
- |
2024-03-31 |
701 |
$75,000 |
0 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
486 |
- |
2024-03-31 |
623 |
$66,000 |
0 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
600 |
$59,000 |
0 |
|
SIGNATUREFD, LLC |
1605 |
- |
2024-03-31 |
423 |
$45,000 |
0 |
|
IAG Wealth Partners LLC |
178 |
- |
2024-03-31 |
407 |
$43,000 |
0 |
|
Planning Capital Management Corp |
215 |
- |
2024-03-31 |
355 |
$38,000 |
0 |
|
Venturi Wealth Management LLC |
653 |
- |
2024-03-31 |
251 |
$27,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1799 |
- |
2023-12-31 |
230 |
$23,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2058 |
- |
2024-03-31 |
157 |
$17,000 |
0 |
|
Davis Capital Management |
211 |
- |
2024-03-31 |
101 |
$11,000 |
0 |
|
Pacifica Partners Inc. |
362 |
- |
2024-03-31 |
100 |
$10,000 |
0 |
|
Bogart Wealth LLC |
713 |
- |
2024-03-31 |
56 |
$6,000 |
0 |
|
Richardson Capital Management LLC |
127 |
- |
2024-03-31 |
56 |
$6,000 |
0 |
|
Evolution Advisers Inc. |
150 |
- |
2024-03-31 |
18 |
$2,000 |
0 |
|
Larson Financial Group LLC |
1573 |
- |
2024-03-31 |
2 |
$0 |
0 |
|
|
32 Records found
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1
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