|
Institutional
Holders
Total
Institutions:
|
62 5 |
|
Total
shares held :
|
1,399,682 |
|
% of shares
held :
|
19.17% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-88,784 |
|
% of shares
held change :
|
-1.22% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$116.11 |
|
Last
Quarter's Ending
Price :
|
$131.87 |
|
Last
Quarter's Average
Price :
|
$120.67 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
20.42 (16.92%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
1219 |
- |
2023-12-31 |
337,697 |
$44,532,000 |
300 |
|
Trinity Wealth Management LLC |
5 |
- |
2024-03-31 |
107,139 |
$15,244,000 |
165 |
|
PRINCIPAL SECURITIES INC. |
60 |
- |
2024-03-31 |
74,810 |
$10,644,000 |
5,427 |
|
PNC FINANCIAL SERVICES GROUP INC |
627 |
- |
2024-03-31 |
39,654 |
$5,642,000 |
2,743 |
|
MORGAN STANLEY |
3896 |
- |
2023-12-31 |
35,151 |
$4,635,000 |
2,843 |
|
CITADEL ADVISORS LLC |
2128 |
- |
2023-12-31 |
19,226 |
$2,535,000 |
13,574 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1858 |
- |
2024-03-31 |
12,917 |
$1,838,000 |
12,917 |
|
G&S Capital LLC |
58 |
- |
2024-03-31 |
8,494 |
$1,209,000 |
121 |
|
ARGI INVESTMENT SERVICES, LLC |
296 |
- |
2022-12-31 |
5,466 |
$622,000 |
86 |
|
J P MORGAN CHASE & CO |
3857 |
- |
2024-03-31 |
2,818 |
$401,000 |
990 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3080 |
- |
2024-03-31 |
2,483 |
$353,000 |
539 |
|
TKG Advisors LLC |
84 |
- |
2024-03-31 |
2,091 |
$297,000 |
22 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2869 |
- |
2024-03-31 |
1,948 |
$277,000 |
41 |
|
Cypress Wealth Services LLC |
205 |
- |
2024-03-31 |
1,926 |
$274,000 |
7 |
|
CWM LLC |
1501 |
- |
2024-03-31 |
1,436 |
$204,000 |
3 |
|
Coastal Investment Advisors Inc. |
724 |
- |
2024-03-31 |
50 |
$7,000 |
50 |
|
|
16 Records found
|
1
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