|
Institutional
Holders
Total
Institutions:
|
971 22 |
|
Total
shares held :
|
152,419,099 |
|
% of shares
held :
|
77.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
116 |
|
Amount
of shares held :
|
4,322,393 |
|
% of shares
held change :
|
2.21% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.77 |
|
Last
Quarter's Ending
Price :
|
$55.67 |
|
Last
Quarter's Average
Price :
|
$51.81 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.34 (16.1%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Treynor Bancshares Inc. |
80 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,071 |
|
Chapman Investment Management LLC |
35 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,915 |
|
WCG Wealth Advisors LLC |
310 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,340 |
|
Authentikos Wealth Advisory LLC |
116 |
*Closed |
2023-12-31 |
0 |
$0 |
-47 |
|
Foundations Investment Advisors LLC |
661 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,240 |
|
Sterling Group Wealth Management LLC |
18 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,145 |
|
Stone Asset Management Inc. |
36 |
*Closed |
2023-03-31 |
0 |
$0 |
-13,411 |
|
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
86 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,612 |
|
SEGALL BRYANT & HAMILL |
343 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,402 |
|
DUBUQUE BANK & TRUST CO |
244 |
*Closed |
2023-09-30 |
0 |
$0 |
-6,334 |
|
Hibernia Wealth Partners LLC |
82 |
*Closed |
2023-12-31 |
0 |
$0 |
-28 |
|
VERITABLE LP |
172 |
*Closed |
2023-09-30 |
0 |
$0 |
-27,115 |
|
CANTOR FITZGERALD L. P. |
258 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,867 |
|
Granite Bay Wealth Management LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-4,410 |
|
Advisor Resource Council |
270 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,932 |
|
McClarren Financial Advisors Inc. |
308 |
*Closed |
2024-03-31 |
0 |
$0 |
-550 |
|
Joule Financial LLC |
88 |
*Closed |
2024-03-31 |
0 |
$0 |
-22,635 |
|
Rice Partnership LLC |
137 |
*Closed |
2023-12-31 |
0 |
$0 |
-17 |
|
McGlone Suttner Wealth Management Inc. |
596 |
*Closed |
2024-03-31 |
0 |
$0 |
-206 |
|
Lee Financial CORP |
910 |
*Closed |
2023-12-31 |
0 |
$0 |
-699 |
|
ARCADIA INVESTMENT MANAGEMENT CORP/MI |
317 |
*Closed |
2024-03-31 |
0 |
$0 |
-12 |
|
Carlson Capital Management |
155 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,522 |
|
Arkadios Wealth Advisors |
|
*Closed |
2024-03-31 |
0 |
$0 |
-3,682 |
|
PRIVATE ASSET MANAGEMENT INC |
115 |
*Closed |
2023-09-30 |
0 |
$0 |
-5,178 |
|
BKM Wealth Management LLC |
420 |
*Closed |
2024-03-31 |
0 |
$0 |
-730 |
|
BDO Wealth Advisors LLC |
1055 |
*Closed |
2023-06-30 |
0 |
$0 |
-60 |
|
JNB Advisors LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-17,120 |
|
SIMPLEX TRADING LLC |
3045 |
*Closed |
2024-03-31 |
0 |
$0 |
-443 |
|
Meridian Wealth Management LLC |
441 |
*Closed |
2024-03-31 |
0 |
$0 |
-110,900 |
|
COLUMBIA ADVISORY PARTNERS LLC |
54 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,719 |
|
Loudon Investment Management LLC |
96 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,941 |
|
V Wealth ManagementLLC |
331 |
*Closed |
2023-09-30 |
0 |
$0 |
-16,674 |
|
Wells Financial Advisors INC |
64 |
*Closed |
2023-12-31 |
0 |
$0 |
-64 |
|
Charles Schwab Trust Co |
163 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,190 |
|
NEPC LLC |
40 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,061 |
|
GROUP ONE TRADING, L.P. |
2289 |
*Closed |
2023-12-31 |
0 |
$0 |
-100 |
|
Trellis Advisors LLC |
43 |
*Closed |
2023-12-31 |
0 |
$0 |
-182,584 |
|
Curi Capital |
169 |
*Closed |
2023-12-31 |
0 |
$0 |
-11,913 |
|
Life Planning Partners Inc |
223 |
*Closed |
2024-03-31 |
0 |
$0 |
-170 |
|
INDIANA TRUST & INVESTMENT MANAGEMENT CO |
490 |
*Closed |
2024-03-31 |
0 |
$0 |
-842 |
|
Cedar Wealth Management LLC |
290 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,200 |
|
Capital Management Associates Inc |
86 |
*Closed |
2024-03-31 |
0 |
$0 |
-840 |
|
Executive Wealth Management LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-5,282 |
|
Legacy Bridge LLC |
323 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,050 |
|
Eagle Capital Management LLC |
41 |
*Closed |
2024-03-31 |
0 |
$0 |
-32,392 |
|
Heritage Wealth Advisors |
735 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,585 |
|
New England Capital Financial Advisors LLC |
|
*Closed |
2024-03-31 |
0 |
$0 |
-342 |
|
|
47 Records found
|
1
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