|
Institutional
Holders
Total
Institutions:
|
125 4 |
|
Total
shares held :
|
10,387,991 |
|
% of shares
held :
|
11.54% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-35 |
|
Amount
of shares held :
|
-1,581,956 |
|
% of shares
held change :
|
-1.76% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$29.66 |
|
Last
Quarter's Ending
Price :
|
$31.40 |
|
Last
Quarter's Average
Price :
|
$29.92 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.57 (8.59%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Phoenix Holdings Ltd. |
10 |
- |
2023-12-31 |
3,853,180 |
$136,270,000 |
0 |
|
Financial Gravity Wealth Inc. |
240 |
- |
2023-12-31 |
439 |
$792,000 |
0 |
|
Optas LLC |
81 |
- |
2024-03-31 |
17,000 |
$560,000 |
0 |
|
RETIREMENT PLANNING GROUP |
144 |
- |
2024-03-31 |
13,948 |
$459,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
1939 |
- |
2024-03-31 |
8,410 |
$277,000 |
0 |
|
PRIVATE TRUST CO NA |
610 |
- |
2024-03-31 |
6,720 |
$221,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1321 |
- |
2024-03-31 |
6,290 |
$207,000 |
0 |
|
Northwest Financial Advisors |
142 |
- |
2024-03-31 |
5,190 |
$171,000 |
0 |
|
HHM Wealth Advisors LLC |
224 |
- |
2023-12-31 |
2,600 |
$82,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1589 |
- |
2024-03-31 |
1,400 |
$46,000 |
0 |
|
ATLAS CAPITAL ADVISORS LLC |
599 |
- |
2024-03-31 |
797 |
$26,000 |
0 |
|
Carmichael Hill & Associates Inc. |
394 |
- |
2024-03-31 |
690 |
$23,000 |
0 |
|
Asset Dedication LLC |
668 |
- |
2024-03-31 |
320 |
$11,000 |
0 |
|
Advanced Asset Management Advisors Inc |
87 |
- |
2024-03-31 |
320 |
$11,000 |
0 |
|
WEST OAK CAPITAL LLC |
244 |
- |
2024-03-31 |
300 |
$10,000 |
0 |
|
FIFTH THIRD BANCORP |
1892 |
- |
2024-03-31 |
275 |
$9,000 |
0 |
|
Kalos Management Inc. |
103 |
- |
2023-06-30 |
51 |
$9,000 |
0 |
|
BLAIR WILLIAM & CO/IL |
1733 |
- |
2024-03-31 |
175 |
$6,000 |
0 |
|
Parallel Advisors LLC |
2539 |
- |
2024-03-31 |
145 |
$5,000 |
0 |
|
Lee Financial CORP |
654 |
- |
2023-12-31 |
90 |
$3,000 |
0 |
|
Steward Partners Investment Advisory LLC |
3406 |
- |
2023-12-31 |
13 |
$0 |
0 |
|
GRADIENT INVESTMENTS LLC |
1553 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
22 Records found
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1
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