| |
Institutional
Holders
Total
Institutions:
 |
131  1 |
|
|
Total
shares held :
|
38,791,733 |
|
|
% of shares
held :
|
88.78% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
|
Amount
of shares held :
|
1,492,281 |
|
|
% of shares
held change :
|
3.42% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.23 |
|
|
Last
Quarter's Ending
Price :
|
$46.06 |
|
|
Last
Quarter's Average
Price :
|
$42.97 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
8.16 (18.99%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LEGACY WEALTH MANAGEMENT, INC |
3 |
- |
2024-03-31 |
3,683,412 |
$186,638,000 |
-4,930,548 |
|
| WADDELL & ASSOCIATES LLC |
7 |
- |
2024-03-31 |
949,876 |
$48,130,000 |
-25,763 |
|
| COLONY GROUP LLC |
123 |
- |
2023-09-30 |
288,221 |
$11,904,000 |
-7,167 |
|
| MARINER WEALTH ADVISORS, LLC |
699 |
- |
2023-12-31 |
102,403 |
$4,717,000 |
-472 |
|
| Grubman Wealth Management |
22 |
- |
2024-03-31 |
60,064 |
$3,043,000 |
-4,236 |
|
| CREATIVE PLANNING |
987 |
- |
2023-12-31 |
35,866 |
$1,652,000 |
-481 |
|
| ROYAL BANK OF CANADA |
3247 |
- |
2023-12-31 |
17,546 |
$808,000 |
-8,002 |
|
| Visionary Wealth Advisors |
266 |
- |
2023-12-31 |
15,023 |
$692,000 |
-306 |
|
| MULTIFINANCIAL SECURITIES CORP |
1012 |
- |
2023-12-31 |
13,335 |
$614,000 |
-23 |
|
| JANE STREET GROUP LLC |
3761 |
- |
2023-12-31 |
12,785 |
$589,000 |
-28,688 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2676 |
- |
2024-03-31 |
11,443 |
$580,000 |
-830 |
|
| Atria Wealth Solutions Inc. |
1132 |
- |
2023-12-31 |
12,234 |
$564,000 |
-492 |
|
| SMI Advisory Services LLC |
49 |
- |
2024-03-31 |
10,455 |
$525,000 |
-1,641 |
|
| Stratos Wealth Advisors LLC |
455 |
- |
2024-03-31 |
10,015 |
$507,000 |
-119 |
|
| LEAVELL T & ASSOCIATES INC |
347 |
- |
2024-03-31 |
9,945 |
$504,000 |
-45 |
|
| Red Door Wealth Management LLC |
114 |
- |
2024-03-31 |
9,745 |
$494,000 |
-1,287 |
|
| WELLS FARGO & CO/MN |
3445 |
- |
2024-03-31 |
9,025 |
$457,000 |
-3,006 |
|
| Vise Technologies Inc. |
218 |
- |
2023-12-31 |
8,767 |
$404,000 |
-225 |
|
| Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
8,608 |
$396,000 |
-1,467 |
|
| WELCH GROUP, LLC |
154 |
- |
2024-03-31 |
7,190 |
$364,000 |
-954 |
|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
133 |
- |
2024-03-31 |
7,098 |
$360,000 |
-101 |
|
| Omega Financial Group LLC |
68 |
- |
2024-03-31 |
6,811 |
$345,000 |
-441 |
|
| AXXCESS WEALTH MANAGEMENT LLC |
620 |
- |
2023-12-31 |
7,150 |
$329,000 |
-2,484 |
|
| Advisor Group Holdings Inc. |
3248 |
- |
2024-03-31 |
6,478 |
$328,000 |
-277 |
|
| EMPIRICAL FINANCIAL SERVICES, LLC |
469 |
- |
2024-03-31 |
4,844 |
$245,000 |
-837 |
|
| TNB FINANCIAL |
220 |
- |
2024-03-31 |
4,220 |
$214,000 |
-280 |
|
| Qube Research & Technologies Ltd |
2501 |
- |
2023-12-31 |
3,645 |
$168,000 |
-712 |
|
| Goss Wealth Management LLC |
2114 |
- |
2023-12-31 |
1,419 |
$65,000 |
-3 |
|
| PINNACLE FINANCIAL PARTNERS INC |
474 |
- |
2024-03-31 |
1,000 |
$51,000 |
-1,530 |
|
| BANK OF MONTREAL /CAN/ |
3076 |
- |
2023-12-31 |
751 |
$35,000 |
-100 |
|
| Ronald Blue Trust Inc. |
1107 |
- |
2024-03-31 |
574 |
$29,000 |
-218 |
|
| IFP Advisors Inc |
2004 |
- |
2023-12-31 |
330 |
$15,000 |
-19,299 |
|
| Strategic Investment Solutions Inc. /IL |
446 |
- |
2023-12-31 |
166 |
$8,000 |
-10,292 |
|
| TOWER RESEARCH CAPITAL LLC |
4566 |
- |
2023-12-31 |
181 |
$8,000 |
-11,296 |
|
|
34 Records found
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1
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