|
Institutional
Holders
Total
Institutions:
|
170 20 |
|
Total
shares held :
|
6,687,363 |
|
% of shares
held :
|
15.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
17 |
|
Amount
of shares held :
|
5,614 |
|
% of shares
held change :
|
0.01% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$74.64 |
|
Last
Quarter's Ending
Price :
|
$84.64 |
|
Last
Quarter's Average
Price :
|
$77.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
11.08 (14.32%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GOLDMAN SACHS GROUP INC/ |
961 |
- |
2023-12-31 |
625,323 |
$52,927,000 |
-674,677 |
|
LPL FINANCIAL CORP |
826 |
- |
2024-03-31 |
288,473 |
$25,732,000 |
-26,817 |
|
MORGAN STANLEY |
2526 |
- |
2023-12-31 |
274,804 |
$23,259,000 |
-205,378 |
|
AXXCESS WEALTH MANAGEMENT LLC |
29 |
- |
2023-12-31 |
252,160 |
$21,343,000 |
-4,743 |
|
Rothschild & Co Wealth Management UK Ltd |
16 |
- |
2024-03-31 |
159,757 |
$14,250,000 |
-571 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
496 |
- |
2024-03-31 |
99,861 |
$8,908,000 |
-2,426 |
|
RAYMOND JAMES & ASSOCIATES |
1416 |
- |
2024-03-31 |
71,513 |
$6,379,000 |
-9,921 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1141 |
- |
2024-03-31 |
57,841 |
$5,159,000 |
-9,406 |
|
Oxinas Partners Wealth Management LLC |
6 |
- |
2024-03-31 |
53,865 |
$4,805,000 |
-2,473 |
|
CAP Partners LLC |
3 |
- |
2024-03-31 |
51,907 |
$4,630,000 |
-1,102 |
|
Frisch Financial Group Inc. |
19 |
- |
2023-12-31 |
46,606 |
$3,945,000 |
-164 |
|
Advisor Group Holdings Inc. |
1263 |
- |
2024-03-31 |
40,213 |
$3,587,000 |
-4,086 |
|
Wambolt & Associates LLC |
45 |
- |
2024-03-31 |
27,512 |
$2,449,000 |
-4,385 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1766 |
- |
2024-03-31 |
22,392 |
$1,997,000 |
-15,524 |
|
CITADEL ADVISORS LLC |
2311 |
- |
2023-12-31 |
23,548 |
$1,993,000 |
-6,186 |
|
JANNEY MONTGOMERY SCOTT LLC |
1240 |
- |
2024-03-31 |
18,376 |
$1,639,000 |
-552 |
|
AMERIPRISE FINANCIAL INC |
2902 |
- |
2023-12-31 |
19,119 |
$1,618,000 |
-18,757 |
|
HB Wealth Management LLC |
287 |
- |
2024-03-31 |
17,510 |
$1,562,000 |
-3,799 |
|
Kestra Advisory Services LLC |
985 |
- |
2023-12-31 |
15,495 |
$1,312,000 |
-207 |
|
Beacon Pointe Advisors LLC |
598 |
- |
2023-12-31 |
14,410 |
$1,220,000 |
-1,035 |
|
Integrated Wealth Concepts LLC |
661 |
- |
2023-12-31 |
13,799 |
$1,168,000 |
-787 |
|
Rockefeller Capital Management L.P. |
1092 |
- |
2023-12-31 |
13,469 |
$1,140,000 |
-793 |
|
Presidio Capital Management LLC |
17 |
- |
2024-03-31 |
12,476 |
$1,113,000 |
-243,012 |
|
COMERICA BANK |
1506 |
- |
2023-12-31 |
12,552 |
$1,062,000 |
-1,121 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
60 |
- |
2024-03-31 |
11,290 |
$1,007,000 |
-1,462 |
|
Capital Market Strategies LLC |
36 |
- |
2024-03-31 |
9,372 |
$836,000 |
-786 |
|
Mutual Advisors LLC |
576 |
- |
2024-03-31 |
8,198 |
$731,000 |
-9,064 |
|
SeaCrest Wealth Management LLC |
254 |
- |
2024-03-31 |
7,532 |
$672,000 |
-599 |
|
Gladstone Institutional Advisory LLC |
404 |
- |
2023-12-31 |
6,375 |
$540,000 |
-48 |
|
Steel Peak Wealth Management LLC |
293 |
- |
2024-03-31 |
5,368 |
$479,000 |
-129,638 |
|
Dynamic Advisors Solutions LLC |
658 |
- |
2024-03-31 |
4,559 |
$407,000 |
-930 |
|
TILIA FIDUCIARY PARTNERS INC. |
75 |
- |
2024-03-31 |
4,551 |
$406,000 |
-254 |
|
J P MORGAN CHASE & CO |
3927 |
- |
2024-03-31 |
3,885 |
$347,000 |
-6,291 |
|
MEITAV DASH INVESTMENTS LTD |
198 |
- |
2024-03-31 |
3,600 |
$321,000 |
-700 |
|
GATEWAY ADVISORY, LLC |
80 |
- |
2023-12-31 |
3,568 |
$302,000 |
-97 |
|
Integrated Advisors Network LLC |
593 |
- |
2024-03-31 |
3,270 |
$292,000 |
-329 |
|
HOWARD FINANCIAL SERVICES LTD. |
128 |
- |
2024-03-31 |
3,191 |
$285,000 |
-85 |
|
Total Clarity Wealth Management Inc. |
208 |
- |
2024-03-31 |
3,126 |
$279,000 |
-5 |
|
Atria Wealth Solutions Inc. |
1541 |
- |
2023-12-31 |
3,226 |
$273,000 |
-237 |
|
AJ WEALTH STRATEGIES LLC |
252 |
- |
2023-06-30 |
3,497 |
$269,000 |
-1,051 |
|
Kaizen Financial Strategies |
104 |
- |
2024-03-31 |
2,664 |
$238,000 |
-90 |
|
Diligent Investors LLC |
301 |
- |
2024-03-31 |
2,466 |
$220,000 |
-426 |
|
TOWER RESEARCH CAPITAL LLC |
2549 |
- |
2023-12-31 |
1,343 |
$114,000 |
-9,063 |
|
DT INVESTMENT PARTNERS, LLC |
167 |
- |
2023-12-31 |
1,298 |
$112,000 |
-65 |
|
NBC SECURITIES INC. |
988 |
- |
2024-03-31 |
912 |
$81,000 |
-79 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
288 |
- |
2024-03-31 |
901 |
$80,000 |
-11 |
|
FMR LLC |
3452 |
- |
2023-12-31 |
488 |
$41,000 |
-59 |
|
Ronald Blue Trust Inc. |
1498 |
- |
2024-03-31 |
91 |
$8,000 |
-2 |
|
PRINCIPAL SECURITIES INC. |
2528 |
- |
2024-03-31 |
67 |
$6,000 |
-9 |
|
Archer Investment Corp |
813 |
- |
2024-03-31 |
32 |
$3,000 |
-40 |
|
WELLS FARGO & CO/MN |
6309 |
- |
2024-03-31 |
1 |
$0 |
-1 |
|
|
51 Records found
|
1
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