| |
Institutional
Holders
Total
Institutions:
 |
34  2 |
|
|
Total
shares held :
|
817,435 |
|
|
% of shares
held :
|
88.85% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
|
Amount
of shares held :
|
54,443 |
|
|
% of shares
held change :
|
 5.92% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$39.79 |
|
|
Last
Quarter's Ending
Price :
|
$45.54 |
|
|
Last
Quarter's Average
Price :
|
$41.16 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.61 (16.06%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Twelve Points Wealth Management LLC |
5 |
- |
2024-03-31 |
144,754 |
$7,035,000 |
13,239 |
|
| LPL FINANCIAL CORP |
1741 |
- |
2024-03-31 |
106,196 |
$5,161,000 |
4,795 |
|
| MORGAN STANLEY |
4574 |
- |
2023-12-31 |
33,302 |
$1,516,000 |
6,134 |
|
| IHT Wealth Management LLC |
336 |
- |
2023-12-31 |
26,611 |
$1,212,000 |
8,546 |
|
| ROYAL BANK OF CANADA |
3388 |
- |
2023-12-31 |
15,053 |
$685,000 |
7,851 |
|
| WILLNER & HELLER LLC |
57 |
- |
2023-12-31 |
11,210 |
$510,000 |
7,538 |
|
| UBS Group AG |
3925 |
- |
2023-12-31 |
11,131 |
$507,000 |
172 |
|
| Purus Wealth Management LLC |
62 |
- |
2024-03-31 |
10,439 |
$507,000 |
8 |
|
| Kaydan Wealth Management Inc. |
84 |
- |
2024-03-31 |
5,675 |
$276,000 |
533 |
|
|
9 Records found
|
1
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