| |
Institutional
Holders
Total
Institutions:
 |
470  22 |
|
|
Total
shares held :
|
123,585,121 |
|
|
% of shares
held :
|
11.29% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
39 |
|
|
Amount
of shares held :
|
4,274,639 |
|
|
% of shares
held change :
|
0.39% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$45.50 |
|
|
Last
Quarter's Ending
Price :
|
$51.67 |
|
|
Last
Quarter's Average
Price :
|
$47.27 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
7.49 (15.85%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  RDL FINANCIAL INC |
15 |
- |
2024-03-31 |
79,659 |
$3,752,000 |
0 |
|
| Mattern Wealth Management LLC |
30 |
- |
2023-12-31 |
61,377 |
$3,171,000 |
0 |
|
| HBW Advisory Services LLC |
86 |
- |
2024-03-31 |
38,062 |
$1,967,000 |
0 |
|
| Lion Street Advisors LLC |
36 |
- |
2024-03-31 |
23,769 |
$1,228,000 |
0 |
|
| PERSONAL CFO SOLUTIONS LLC |
133 |
- |
2023-12-31 |
17,736 |
$916,000 |
0 |
|
| Petix & Botte Co |
57 |
- |
2023-12-31 |
13,738 |
$710,000 |
0 |
|
| Clarity Capital Partners LLC |
|
- |
2024-03-31 |
10,112 |
$568,000 |
0 |
|
| XML Financial LLC |
206 |
- |
2023-12-31 |
10,525 |
$544,000 |
0 |
|
| 1776 WEALTH LLC |
85 |
- |
2023-12-31 |
8,246 |
$426,000 |
0 |
|
| FORTE CAPITAL LLC /ADV |
170 |
- |
2023-12-31 |
7,099 |
$367,000 |
0 |
|
| Old Port Advisors |
157 |
- |
2023-09-30 |
7,795 |
$358,000 |
0 |
|
| Red Door Wealth Management LLC |
145 |
- |
2024-03-31 |
6,305 |
$354,000 |
0 |
|
| Westside Investment Management Inc. |
162 |
- |
2024-03-31 |
6,171 |
$347,000 |
0 |
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
227 |
- |
2024-03-31 |
6,240 |
$336,000 |
0 |
|
| Founders Financial Alliance LLC |
177 |
- |
2023-12-31 |
6,045 |
$312,000 |
0 |
|
| Keebeck Wealth Management LLC |
222 |
- |
2023-12-31 |
5,850 |
$302,000 |
0 |
|
| FIRST CITIZENS BANK & TRUST CO |
380 |
- |
2024-03-31 |
5,100 |
$286,000 |
0 |
|
| EQUITABLE TRUST CO |
383 |
- |
2024-03-31 |
5,000 |
$281,000 |
0 |
|
| RSM US WEALTH MANAGEMENT LLC |
599 |
- |
2024-03-31 |
3,994 |
$224,000 |
0 |
|
| Asset Dedication LLC |
294 |
- |
2024-03-31 |
3,665 |
$206,000 |
0 |
|
| SMITHFIELD TRUST CO |
365 |
- |
2023-12-31 |
2,800 |
$145,000 |
0 |
|
| PARKSIDE FINANCIAL BANK & TRUST |
|
- |
2024-03-31 |
2,494 |
$140,000 |
0 |
|
| Hartland & Co. LLC |
530 |
- |
2023-12-31 |
2,503 |
$129,000 |
0 |
|
| EverSource Wealth Advisors LLC |
554 |
- |
2023-12-31 |
2,498 |
$129,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
585 |
- |
2023-12-31 |
2,350 |
$121,000 |
0 |
|
| Coston McIsaac & Partners |
135 |
- |
2024-03-31 |
2,062 |
$115,000 |
0 |
|
| GAMMA Investing LLC |
585 |
- |
2024-03-31 |
2,051 |
$115,000 |
0 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
252 |
- |
2024-03-31 |
2,041 |
$115,000 |
0 |
|
| Key Financial Inc |
425 |
- |
2024-03-31 |
969 |
$50,000 |
0 |
|
| Emerald Investment Partners LLC |
367 |
- |
2024-03-31 |
600 |
$34,000 |
0 |
|
| PFG Private Wealth Management LLC |
100 |
- |
2024-03-31 |
512 |
$29,000 |
0 |
|
| Hexagon Capital Partners LLC |
718 |
- |
2024-03-31 |
300 |
$17,000 |
0 |
|
| GABLES CAPITAL MANAGEMENT INC. |
275 |
- |
2023-12-31 |
300 |
$16,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
724 |
- |
2024-03-31 |
210 |
$12,000 |
0 |
|
| WETZEL INVESTMENT ADVISORS INC. |
487 |
- |
2024-03-31 |
215 |
$11,000 |
0 |
|
| BDO Wealth Advisors LLC |
700 |
- |
2023-06-30 |
208 |
$10,000 |
0 |
|
| NATIONAL BANK OF CANADA /FI/ |
2027 |
- |
2023-12-31 |
160 |
$8,000 |
0 |
|
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
527 |
- |
2023-12-31 |
63 |
$3,000 |
0 |
|
| CALDWELL SUTTER CAPITAL INC. |
765 |
- |
2024-03-31 |
40 |
$2,000 |
0 |
|
| Bogart Wealth LLC |
991 |
- |
2024-03-31 |
11 |
$1,000 |
0 |
|
|
40 Records found
|
1
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