| |
Institutional
Holders
Total
Institutions:
 |
296  27 |
|
|
Total
shares held :
|
13,665,994 |
|
|
% of shares
held :
|
55.89% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
44 |
|
|
Amount
of shares held :
|
208,392 |
|
|
% of shares
held change :
|
0.85% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$146.44 |
|
|
Last
Quarter's Ending
Price :
|
$175.47 |
|
|
Last
Quarter's Average
Price :
|
$155.82 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
26.93 (17.28%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  MONEY CONCEPTS CAPITAL CORP |
1 |
*New |
2023-12-31 |
165,514 |
$29,043,000 |
165,514 |
|
| GeoWealth Management LLC |
58 |
*New |
2023-12-31 |
29,717 |
$5,214,000 |
29,717 |
|
| GATEWAY ADVISORY, LLC |
19 |
*New |
2023-12-31 |
28,850 |
$5,062,000 |
28,850 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
98 |
*New |
2023-12-31 |
8,989 |
$1,577,000 |
8,989 |
|
| Fulcrum Equity Management |
13 |
*New |
2024-03-31 |
6,975 |
$1,330,000 |
6,975 |
|
| AMJ Financial Wealth Management |
46 |
*New |
2023-12-31 |
5,998 |
$1,052,000 |
5,998 |
|
| TRUST CO OF OKLAHOMA |
67 |
*New |
2024-03-31 |
5,138 |
$980,000 |
5,138 |
|
| Qube Research & Technologies Ltd |
1725 |
*New |
2023-12-31 |
4,793 |
$841,000 |
4,793 |
|
| Steel Peak Wealth Management LLC |
239 |
*New |
2024-03-31 |
4,008 |
$764,000 |
4,008 |
|
| THRIVENT FINANCIAL FOR LUTHERANS |
1958 |
*New |
2023-12-31 |
4,202 |
$737,000 |
4,202 |
|
| PRUDENTIAL FINANCIAL INC |
1993 |
*New |
2023-12-31 |
3,926 |
$689,000 |
3,926 |
|
| NewEdge Wealth LLC |
481 |
*New |
2023-12-31 |
3,311 |
$581,000 |
3,311 |
|
| Orion Portfolio Solutions LLC |
1188 |
*New |
2023-12-31 |
3,036 |
$521,000 |
3,036 |
|
| Gateway Wealth Partners LLC |
104 |
*New |
2023-12-31 |
2,859 |
$502,000 |
2,859 |
|
| Private Advisory Group LLC |
149 |
*New |
2023-12-31 |
2,371 |
$416,000 |
2,371 |
|
| Y-Intercept (Hong Kong) Ltd |
746 |
*New |
2023-12-31 |
2,088 |
$366,000 |
2,088 |
|
| CITADEL ADVISORS LLC |
3901 |
*New |
2023-12-31 |
2,057 |
$361,000 |
2,057 |
|
| EP WEALTH ADVISORS, INC. |
573 |
*New |
2023-12-31 |
1,979 |
$347,000 |
1,979 |
|
| Gladstone Institutional Advisory LLC |
502 |
*New |
2023-12-31 |
1,886 |
$331,000 |
1,886 |
|
| Paradigm Financial Partners LLC |
164 |
*New |
2023-12-31 |
1,877 |
$329,000 |
1,877 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
516 |
*New |
2024-03-31 |
1,700 |
$324,000 |
1,700 |
|
| Clear Creek Financial Management LLC |
326 |
*New |
2024-03-31 |
1,586 |
$302,000 |
1,586 |
|
| FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
901 |
*New |
2023-12-31 |
1,418 |
$249,000 |
1,418 |
|
| CI Private Wealth LLC |
1965 |
*New |
2023-12-31 |
1,376 |
$241,000 |
1,376 |
|
| BAKER TILLY FINANCIAL LLC |
421 |
*New |
2023-12-31 |
1,330 |
$233,000 |
1,330 |
|
| LAKE STREET FINANCIAL LLC |
295 |
*New |
2024-03-31 |
1,128 |
$215,000 |
1,128 |
|
| SIGNATURE SECURITIES GROUP CORPORATION |
183 |
*New |
2024-03-31 |
1,123 |
$214,000 |
1,123 |
|
| BANK OF MONTREAL /CAN/ |
2591 |
*New |
2023-12-31 |
1,206 |
$213,000 |
1,206 |
|
| CENTAURUS FINANCIAL INC. |
577 |
*New |
2023-12-31 |
1,212 |
$213,000 |
1,212 |
|
| WFA Asset Management Corp |
95 |
*New |
2024-03-31 |
311 |
$59,000 |
311 |
|
| Global Assets Advisory LLC |
530 |
*New |
2024-03-31 |
10,911 |
$57,000 |
10,911 |
|
| MATHER GROUP, INC. |
935 |
*New |
2024-03-31 |
204 |
$36,000 |
204 |
|
| MEADOWBROOK INVESTMENT ADVISORS LLC |
194 |
*New |
2023-12-31 |
169 |
$30,000 |
169 |
|
| AdvisorNet Financial Inc |
1099 |
*New |
2024-03-31 |
92 |
$18,000 |
92 |
|
| LifeSteps Financial Inc. |
348 |
*New |
2024-03-31 |
19 |
$4,000 |
19 |
|
|
35 Records found
|
1
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