|
Institutional
Holders
Total
Institutions:
|
318 10 |
|
Total
shares held :
|
15,345,479 |
|
% of shares
held :
|
24.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-26 |
|
Amount
of shares held :
|
-686,062 |
|
% of shares
held change :
|
-1.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.15 |
|
Last
Quarter's Ending
Price :
|
$87.67 |
|
Last
Quarter's Average
Price :
|
$79.49 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.63 (17.15%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Dean Capital Investments Management LLC |
1 |
*New |
2023-12-31 |
122,644 |
$10,752,000 |
122,644 |
|
EverSource Wealth Advisors LLC |
118 |
*New |
2023-12-31 |
19,596 |
$1,718,000 |
19,596 |
|
HSBC HOLDINGS PLC |
1252 |
*New |
2023-12-31 |
17,800 |
$1,561,000 |
17,800 |
|
Lido Advisors LLC |
488 |
*New |
2023-12-31 |
13,743 |
$1,205,000 |
13,743 |
|
Private Advisory Group LLC |
104 |
*New |
2023-12-31 |
10,067 |
$883,000 |
10,067 |
|
FLOW TRADERS U.S. LLC |
385 |
*New |
2023-12-31 |
9,306 |
$816,000 |
9,306 |
|
Retirement Network |
101 |
*New |
2023-12-31 |
6,063 |
$532,000 |
6,063 |
|
CI Private Wealth LLC |
1795 |
*New |
2023-12-31 |
3,867 |
$339,000 |
3,867 |
|
PEAK6 Investments LLC |
591 |
*New |
2023-12-31 |
3,810 |
$334,000 |
3,810 |
|
SILVER OAK SECURITIES Inc |
389 |
*New |
2023-12-31 |
3,148 |
$276,000 |
3,148 |
|
Perigon Wealth Management LLC |
|
*New |
2024-03-31 |
2,579 |
$247,000 |
2,579 |
|
Advisor OS LLC |
290 |
*New |
2023-12-31 |
2,763 |
$242,000 |
2,763 |
|
RFG Advisory Group LLC |
659 |
*New |
2024-03-31 |
2,410 |
$230,000 |
2,410 |
|
Sterling Investment Advisors Ltd. |
|
*New |
2024-03-31 |
2,400 |
$229,000 |
2,400 |
|
Smith Anglin Financial LLC |
168 |
*New |
2024-03-31 |
2,391 |
$229,000 |
2,391 |
|
NewEdge Wealth LLC |
678 |
*New |
2023-12-31 |
2,596 |
$228,000 |
2,596 |
|
Triumph Capital Management |
198 |
*New |
2024-03-31 |
2,353 |
$225,000 |
2,353 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
2,441 |
$214,000 |
2,441 |
|
Gateway Wealth Partners LLC |
211 |
*New |
2023-12-31 |
2,433 |
$213,000 |
2,433 |
|
EP WEALTH ADVISORS, INC. |
706 |
*New |
2023-12-31 |
2,334 |
$205,000 |
2,334 |
|
MEANS INVESTMENT CO. INC. |
195 |
*New |
2024-03-31 |
2,100 |
$201,000 |
2,100 |
|
Belpointe Asset Management LLC |
658 |
*New |
2023-12-31 |
2,293 |
$201,000 |
2,293 |
|
L.M. KOHN & COMPANY |
252 |
*New |
2024-03-31 |
2,096 |
$200,000 |
2,096 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
|
*New |
2024-03-31 |
615 |
$59,000 |
615 |
|
Future Financial Wealth Managment LLC |
268 |
*New |
2024-03-31 |
500 |
$48,000 |
500 |
|
PFS Partners LLC |
126 |
*New |
2024-03-31 |
450 |
$43,000 |
450 |
|
EdgeRock Capital LLC |
142 |
*New |
2023-12-31 |
360 |
$33,000 |
360 |
|
Global Trust Asset Management LLC |
303 |
*New |
2024-03-31 |
250 |
$24,000 |
250 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
556 |
*New |
2023-12-31 |
225 |
$20,000 |
225 |
|
MATHER GROUP, INC. |
1105 |
*New |
2024-03-31 |
176 |
$15,000 |
176 |
|
Bogart Wealth LLC |
908 |
*New |
2024-03-31 |
19 |
$2,000 |
19 |
|
LOGAN CAPITAL MANAGEMENT INC |
470 |
*New |
2023-12-31 |
9 |
$1,000 |
9 |
|
YHB INVESTMENT ADVISORS, INC. |
896 |
*New |
2024-03-31 |
7 |
$1,000 |
7 |
|
|
33 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|