| |
Institutional
Holders
Total
Institutions:
 |
79  1 |
|
|
Total
shares held :
|
9,157,117 |
|
|
% of shares
held :
|
10.17% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
|
Amount
of shares held :
|
285,747 |
|
|
% of shares
held change :
|
0.32% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$67.40 |
|
|
Last
Quarter's Ending
Price :
|
$76.08 |
|
|
Last
Quarter's Average
Price :
|
$70.37 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
14.57 (20.7%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GREAT VALLEY ADVISOR GROUP INC. |
6 |
- |
2024-03-31 |
775,499 |
$65,871,000 |
67,387 |
|
| ENVESTNET ASSET MANAGEMENT INC |
586 |
- |
2023-12-31 |
712,129 |
$54,179,000 |
15,534 |
|
| Procyon Private Wealth Partners LLC |
4 |
- |
2024-03-31 |
364,173 |
$30,933,000 |
44,060 |
|
| 49 WEALTH MANAGEMENT LLC |
10 |
- |
2024-03-31 |
237,311 |
$20,096,000 |
26,447 |
|
| Advisor Group Holdings Inc. |
442 |
- |
2024-03-31 |
211,381 |
$17,954,000 |
70,505 |
|
| Private Advisor Group LLC |
190 |
- |
2024-03-31 |
162,087 |
$13,768,000 |
5,708 |
|
| WIN ADVISORS INC |
7 |
- |
2024-03-31 |
145,532 |
$12,362,000 |
145,532 |
|
| BANK OF AMERICA CORP /DE/ |
2254 |
- |
2023-12-31 |
149,526 |
$11,376,000 |
60,811 |
|
| Per Stirling Capital Management LLC. |
13 |
- |
2023-12-31 |
124,934 |
$9,505,000 |
1,065 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
830 |
- |
2024-03-31 |
105,929 |
$8,998,000 |
10,809 |
|
| Stratos Wealth Partners LTD. |
145 |
- |
2024-03-31 |
103,202 |
$8,766,000 |
4,648 |
|
| Equitable Holdings Inc. |
153 |
- |
2023-12-31 |
114,165 |
$8,686,000 |
7,335 |
|
| Ruggaard & Associates LLC |
9 |
- |
2023-12-31 |
107,953 |
$8,213,000 |
10,902 |
|
| Stratos Wealth Advisors LLC |
49 |
- |
2024-03-31 |
96,507 |
$8,197,000 |
3,585 |
|
| FINANCIAL NETWORK |
411 |
- |
2023-12-31 |
104,043 |
$7,916,000 |
35,528 |
|
| PCG Wealth Advisors LLC |
12 |
- |
2024-03-31 |
52,855 |
$4,490,000 |
6,272 |
|
| RAYMOND JAMES & ASSOCIATES |
1665 |
- |
2024-03-31 |
52,294 |
$4,442,000 |
34,265 |
|
| UBS Group AG |
2099 |
- |
2023-12-31 |
58,167 |
$4,425,000 |
4,654 |
|
| Sigma Planning Corp |
156 |
- |
2024-03-31 |
50,061 |
$4,252,000 |
25,532 |
|
| Pathway Financial Advisors LLC |
16 |
- |
2024-03-31 |
44,433 |
$3,774,000 |
823 |
|
| ROYAL BANK OF CANADA |
2276 |
- |
2023-12-31 |
38,103 |
$2,898,000 |
17,790 |
|
| Bedel Financial Consulting Inc. |
44 |
- |
2024-03-31 |
22,305 |
$1,895,000 |
1,736 |
|
| J P MORGAN CHASE & CO |
3020 |
- |
2024-03-31 |
21,836 |
$1,855,000 |
9,356 |
|
| Capital Analysts Inc. |
174 |
- |
2023-12-31 |
23,302 |
$1,773,000 |
702 |
|
| Capital Investment Advisors LLC |
207 |
- |
2024-03-31 |
19,638 |
$1,668,000 |
15,590 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2077 |
- |
2024-03-31 |
17,807 |
$1,513,000 |
5,793 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
852 |
- |
2023-12-31 |
19,638 |
$1,494,000 |
104 |
|
| LINCOLN NATIONAL CORP |
563 |
- |
2024-03-31 |
10,063 |
$855,000 |
240 |
|
| Geneos Wealth Management Inc. |
465 |
- |
2024-03-31 |
6,765 |
$575,000 |
728 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1259 |
- |
2023-09-30 |
7,193 |
$485,000 |
490 |
|
| H D Vest Advisory Services |
1077 |
- |
2024-03-31 |
5,442 |
$462,000 |
575 |
|
| Aurora Private Wealth Inc. |
73 |
- |
2024-03-31 |
4,900 |
$415,000 |
3 |
|
| PRIVATE TRUST CO NA |
470 |
- |
2024-03-31 |
4,051 |
$344,000 |
839 |
|
| Integrated Wealth Concepts LLC |
1223 |
- |
2023-12-31 |
4,134 |
$314,000 |
571 |
|
| WELLS FARGO & CO/MN |
3720 |
- |
2024-03-31 |
3,376 |
$287,000 |
3,195 |
|
| NewEdge Wealth LLC |
675 |
- |
2024-03-31 |
3,546 |
$286,000 |
316 |
|
| PRINCIPAL SECURITIES INC. |
916 |
- |
2024-03-31 |
2,985 |
$254,000 |
400 |
|
| MORGAN STANLEY |
6105 |
- |
2023-12-31 |
400 |
$30,000 |
102 |
|
| FMR LLC |
3718 |
- |
2023-12-31 |
301 |
$23,000 |
25 |
|
| ICA Group Wealth Management LLC |
1243 |
- |
2023-12-31 |
10 |
$1,000 |
10 |
|
|
40 Records found
|
1
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