|
Institutional
Holders
Total
Institutions:
|
42 13 |
|
Total
shares held :
|
306,529 |
|
% of shares
held :
|
13.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-26 |
|
Amount
of shares held :
|
-799,934 |
|
% of shares
held change :
|
-34.33% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$77.39 |
|
Last
Quarter's Ending
Price :
|
$85.55 |
|
Last
Quarter's Average
Price :
|
$78.64 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.76 (13.68%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
3875 |
- |
2023-12-31 |
55,670 |
$4,763,000 |
-70,455 |
|
LPL FINANCIAL CORP |
2136 |
- |
2023-12-31 |
31,409 |
$2,687,000 |
-19,928 |
|
BB&T CORP |
1180 |
- |
2023-12-31 |
26,804 |
$2,293,000 |
-161 |
|
Advisor Group Holdings Inc. |
2110 |
- |
2023-12-31 |
17,326 |
$1,482,000 |
-6,537 |
|
WELLS FARGO & CO/MN |
2707 |
- |
2023-12-31 |
17,091 |
$1,462,000 |
-12,684 |
|
JANNEY MONTGOMERY SCOTT LLC |
1293 |
- |
2023-12-31 |
15,414 |
$1,319,000 |
-60,251 |
|
AMERIPRISE FINANCIAL INC |
3072 |
- |
2023-12-31 |
12,758 |
$1,091,000 |
9,071 |
|
IMCCHICAGO, LLC |
211 |
*New |
2024-03-31 |
11,416 |
$1,061,000 |
11,416 |
|
ENVESTNET ASSET MANAGEMENT INC |
2909 |
- |
2023-12-31 |
11,949 |
$1,022,000 |
-1,453 |
|
CONCENTRIC WEALTH MANAGEMENT LLC |
74 |
- |
2023-12-31 |
10,300 |
$881,000 |
-125 |
|
H D Vest Advisory Services |
762 |
- |
2023-12-31 |
10,166 |
$870,000 |
0 |
|
CITADEL ADVISORS LLC |
3183 |
- |
2023-12-31 |
8,949 |
$766,000 |
-9,942 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1920 |
- |
2024-03-31 |
8,130 |
$755,000 |
-12 |
|
GOLDMAN SACHS GROUP INC/ |
3657 |
- |
2023-12-31 |
8,684 |
$743,000 |
1,016 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2447 |
- |
2023-12-31 |
7,599 |
$650,000 |
-1,468 |
|
TOWER RESEARCH CAPITAL LLC |
1196 |
- |
2023-12-31 |
7,262 |
$621,000 |
216 |
|
UBS Group AG |
3862 |
- |
2023-12-31 |
6,503 |
$556,000 |
-28,509 |
|
FLOW TRADERS U.S. LLC |
461 |
*New |
2023-12-31 |
6,348 |
$543,000 |
6,348 |
|
Maltin Wealth Management Inc. |
76 |
- |
2024-03-31 |
5,034 |
$468,000 |
294 |
|
ROYAL BANK OF CANADA |
3748 |
- |
2023-12-31 |
5,205 |
$446,000 |
-70,768 |
|
TWO SIGMA INVESTMENTS LLC |
2406 |
*New |
2023-12-31 |
5,000 |
$428,000 |
5,000 |
|
PACIFIC SUN FINANCIAL CORP |
116 |
- |
2023-12-31 |
4,600 |
$394,000 |
-280 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4091 |
- |
2023-12-31 |
4,575 |
$391,000 |
4,575 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
186 |
- |
2024-03-31 |
3,339 |
$310,000 |
-132 |
|
Octavia Wealth Advisors LLC |
172 |
- |
2024-03-31 |
3,087 |
$287,000 |
-65 |
|
FINANCIAL NETWORK |
2496 |
*New |
2023-12-31 |
2,459 |
$210,000 |
2,459 |
|
Cetera Investment Advisers |
2010 |
*New |
2023-12-31 |
2,412 |
$206,000 |
2,412 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
243 |
- |
2023-12-31 |
2,214 |
$190,000 |
-148,982 |
|
HORIZON BANCORP /IN/ |
123 |
- |
2024-03-31 |
726 |
$67,000 |
-30 |
|
Laurel Wealth Advisors LLC |
266 |
- |
2023-12-31 |
716 |
$61,000 |
0 |
|
BELLEVUE ASSET MANAGEMENT LLC |
182 |
- |
2024-03-31 |
377 |
$35,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
2201 |
*New |
2023-12-31 |
394 |
$34,000 |
394 |
|
GPS Wealth Strategies Group LLC |
626 |
- |
2023-12-31 |
304 |
$26,000 |
0 |
|
EPG Wealth Management LLC |
339 |
- |
2023-12-31 |
313 |
$25,000 |
-62 |
|
FIFTH THIRD BANCORP |
1611 |
- |
2024-03-31 |
258 |
$24,000 |
-310 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
252 |
$21,000 |
1 |
|
HANSON MCCLAIN, INC. |
2197 |
- |
2024-03-31 |
82 |
$8,000 |
0 |
|
MTM Investment Management LLC |
264 |
- |
2024-03-31 |
87 |
$8,000 |
0 |
|
DB Wealth Management Group LLC |
305 |
- |
2023-12-31 |
67 |
$6,000 |
0 |
|
FMR LLC |
4474 |
- |
2023-12-31 |
25 |
$2,000 |
24 |
|
Register Financial Advisors LLC |
704 |
- |
2024-03-31 |
7 |
$1,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
3344 |
*Closed |
2023-12-31 |
0 |
$0 |
-269,109 |
|
CREATIVE PLANNING |
2870 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,918 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
2111 |
*Closed |
2023-12-31 |
0 |
$0 |
-38 |
|
PROSPERA FINANCIAL SERVICES |
1084 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,764 |
|
SCOTIA CAPITAL INC. |
822 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,177 |
|
SILVER OAK SECURITIES Inc |
518 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,906 |
|
RAYMOND JAMES & ASSOCIATES |
3898 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,379 |
|
Private Advisor Group LLC |
2266 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,971 |
|
COMERICA BANK |
3728 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,097 |
|
PROEQUITIES INC. |
7845 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1559 |
*Closed |
2023-12-31 |
0 |
$0 |
-99 |
|
BANK OF AMERICA CORP /DE/ |
6811 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,115 |
|
STIFEL FINANCIAL CORP |
3358 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,921 |
|
SPC FINANCIAL, INC. |
228 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,321 |
|
|
55 Records found
|
1
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