|
Institutional
Holders
Total
Institutions:
|
126 3 |
|
Total
shares held :
|
7,450,196 |
|
% of shares
held :
|
27.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
Amount
of shares held :
|
-629,401 |
|
% of shares
held change :
|
-2.33% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.39 |
|
Last
Quarter's Ending
Price :
|
$27.29 |
|
Last
Quarter's Average
Price :
|
$24.64 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.28 (1.14%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
2480 |
- |
2023-12-31 |
892,093 |
$24,345,000 |
-118,370 |
|
NORTHERN TRUST CORP |
1530 |
- |
2023-12-31 |
820,178 |
$22,383,000 |
-186,572 |
|
WELLS FARGO & CO/MN |
1040 |
- |
2023-12-31 |
789,127 |
$21,535,000 |
-195,344 |
|
GOLDMAN SACHS GROUP INC/ |
1908 |
- |
2023-12-31 |
448,859 |
$12,249,000 |
-107,426 |
|
BANK OF AMERICA CORP /DE/ |
2780 |
- |
2023-12-31 |
214,458 |
$5,853,000 |
-74,941 |
|
M&T BANK CORP |
396 |
- |
2023-12-31 |
202,876 |
$5,537,000 |
-28,847 |
|
STATE STREET CORP |
2825 |
- |
2023-12-31 |
157,399 |
$4,295,000 |
-221,641 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
450 |
- |
2023-12-31 |
127,163 |
$3,470,000 |
-4,638 |
|
Schoolcraft Capital LLC |
23 |
- |
2024-03-31 |
106,282 |
$2,773,000 |
-228 |
|
LPL FINANCIAL CORP |
2640 |
- |
2023-12-31 |
54,996 |
$1,501,000 |
-2,075 |
|
UBS Group AG |
3168 |
- |
2023-12-31 |
49,802 |
$1,359,000 |
-16,801 |
|
Rockefeller Capital Management L.P. |
1047 |
- |
2023-12-31 |
48,962 |
$1,336,000 |
-7,725 |
|
OLD MISSION CAPITAL LLC |
363 |
- |
2023-12-31 |
48,236 |
$1,316,000 |
-1,169 |
|
SAVANT CAPITAL MANAGEMENT INC |
392 |
- |
2023-12-31 |
41,328 |
$1,128,000 |
-2,614 |
|
Upper Left Wealth Management LLC |
28 |
- |
2024-03-31 |
42,968 |
$1,121,000 |
-5,380 |
|
Aletheian Wealth Advisors LLC |
52 |
- |
2024-03-31 |
34,004 |
$887,000 |
-102 |
|
CI Private Wealth LLC |
1326 |
- |
2023-12-31 |
32,248 |
$880,000 |
-7,223 |
|
MISSION WEALTH MANAGEMENT LLC |
266 |
- |
2023-12-31 |
30,798 |
$840,000 |
-10,078 |
|
CITADEL ADVISORS LLC |
3093 |
- |
2023-12-31 |
30,701 |
$838,000 |
-25,039 |
|
MARYLAND CAPITAL ADVISORS INC. |
38 |
- |
2024-03-31 |
28,378 |
$740,000 |
-1,102 |
|
Advisor Group Holdings Inc. |
2803 |
- |
2023-12-31 |
26,965 |
$736,000 |
-3,769 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1458 |
- |
2024-03-31 |
23,423 |
$611,000 |
-2,214 |
|
Colorado Capital Management Inc. |
57 |
- |
2024-03-31 |
23,134 |
$603,000 |
-1,309 |
|
VALMARK ADVISERS INC |
322 |
- |
2023-12-31 |
21,016 |
$574,000 |
-1,032 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
690 |
- |
2023-12-31 |
20,711 |
$565,000 |
-1,413 |
|
Kohmann Bosshard Financial Services LLC |
109 |
- |
2024-03-31 |
18,711 |
$488,000 |
-4,869 |
|
Lido Advisors LLC |
792 |
- |
2023-12-31 |
16,181 |
$452,000 |
-1,889 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
483 |
- |
2023-12-31 |
15,423 |
$421,000 |
-4,677 |
|
OARSMAN CAPITAL, INC. |
144 |
- |
2023-12-31 |
14,750 |
$403,000 |
-1,245 |
|
COMERICA BANK |
1984 |
- |
2023-12-31 |
13,837 |
$378,000 |
-65 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1379 |
- |
2023-09-30 |
15,251 |
$363,000 |
-6,379 |
|
BP WEALTH MANAGEMENT LLC |
594 |
- |
2023-12-31 |
11,845 |
$323,000 |
-1,098 |
|
US BANCORP |
1820 |
- |
2023-12-31 |
10,434 |
$285,000 |
-1,415 |
|
KOCHIS FITZ/QUINTILE LLC |
255 |
- |
2024-03-31 |
10,763 |
$281,000 |
-4,273 |
|
CULLEN FROST BANKERS INC |
446 |
- |
2023-12-31 |
9,743 |
$266,000 |
-964 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1470 |
- |
2023-12-31 |
7,921 |
$216,000 |
-8,623 |
|
CREATIVE PLANNING |
2348 |
- |
2023-12-31 |
7,886 |
$215,000 |
-1,107 |
|
Old Port Advisors |
193 |
- |
2023-09-30 |
9,042 |
$215,000 |
-943 |
|
Bear Mountain Capital Inc. |
43 |
- |
2024-03-31 |
8,377 |
$205,000 |
-178 |
|
CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
122 |
- |
2022-12-31 |
1,924 |
$52,000 |
-3,784 |
|
CITIGROUP INC |
3588 |
- |
2023-12-31 |
1,806 |
$49,000 |
-310 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
781 |
$21,000 |
-4 |
|
Moisand Fitzgerald Tamayo LLC |
292 |
- |
2024-03-31 |
474 |
$12,000 |
-95 |
|
Front Row Advisors LLC |
347 |
- |
2023-12-31 |
278 |
$8,000 |
-72 |
|
Aspire Private Capital LLC |
492 |
- |
2024-03-31 |
208 |
$5,000 |
-429 |
|
SIGNATUREFD, LLC |
2820 |
- |
2023-12-31 |
26 |
$1,000 |
-357 |
|
Covestor Ltd |
2212 |
- |
2023-12-31 |
3 |
$0 |
-2 |
|
TOWER RESEARCH CAPITAL LLC |
5957 |
- |
2023-12-31 |
8 |
$0 |
-62 |
|
Castleview Partners LLC |
884 |
- |
2023-12-31 |
15 |
$0 |
-1 |
|
|
49 Records found
|
1
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