|
Institutional
Holders
Total
Institutions:
|
34 2 |
|
Total
shares held :
|
1,115,201 |
|
% of shares
held :
|
27.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
Amount
of shares held :
|
-70,250 |
|
% of shares
held change :
|
-1.76% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$21.04 |
|
Last
Quarter's Ending
Price :
|
$23.12 |
|
Last
Quarter's Average
Price :
|
$21.84 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.16 (5.31%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
EP WEALTH ADVISORS, INC. |
254 |
*New |
2023-12-31 |
85,500 |
$1,977,000 |
85,500 |
|
HIGHTOWER ADVISORS, LLC |
1829 |
*New |
2024-03-31 |
39,187 |
$903,000 |
39,187 |
|
MARINER WEALTH ADVISORS, LLC |
2479 |
*New |
2023-12-31 |
11,050 |
$255,000 |
11,050 |
|
FLAGSHIP HARBOR ADVISORS LLC |
632 |
*New |
2024-03-31 |
8,900 |
$205,000 |
8,900 |
|
CLS INVESTMENT FIRM LLC |
1290 |
*New |
2022-12-31 |
9,126 |
$202,000 |
9,126 |
|
TOMPKINS FINANCIAL CORP |
457 |
*New |
2024-03-31 |
693 |
$16,000 |
693 |
|
JONES FINANCIAL COMPANIES LLLP |
859 |
*New |
2023-12-31 |
135 |
$3,000 |
135 |
|
|
7 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
|
|
|