|
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 |
CREDIT SUISSE/ |
1692 |
- |
2023-12-31 |
29,636 |
$2,598,000 |
0 |
|
MILLENNIUM MANAGEMENT LLC |
2491 |
- |
2023-12-31 |
17,592 |
$1,542,000 |
0 |
|
Claybrook Capital LLC |
54 |
- |
2023-09-30 |
13,490 |
$1,024,000 |
0 |
|
Gilliland Jeter Wealth Management LLC |
|
- |
2024-03-31 |
9,918 |
$948,000 |
0 |
|
Vontobel Holding Ltd. |
700 |
- |
2023-12-31 |
10,000 |
$877,000 |
0 |
|
Colony Family Offices LLC |
|
- |
2024-03-31 |
6,445 |
$616,000 |
0 |
|
TELEMUS CAPITAL LLC |
219 |
- |
2023-12-31 |
6,554 |
$575,000 |
0 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
258 |
- |
2024-03-31 |
5,443 |
$520,000 |
0 |
|
US BANCORP |
1472 |
- |
2023-12-31 |
5,761 |
$505,000 |
0 |
|
Cresta Advisors Ltd. |
35 |
- |
2024-03-31 |
5,200 |
$497,000 |
0 |
|
ICAPITAL WEALTH LLC |
|
- |
2024-03-31 |
4,884 |
$467,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
1974 |
- |
2023-12-31 |
4,131 |
$362,000 |
0 |
|
Glassman Wealth Services |
42 |
- |
2024-03-31 |
3,757 |
$359,000 |
0 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
293 |
- |
2023-12-31 |
3,741 |
$328,000 |
0 |
|
ALPINE WOODS CAPITAL INVESTORS LLC |
155 |
- |
2024-03-31 |
3,500 |
$317,000 |
0 |
|
Financial Freedom LLC |
82 |
- |
2024-03-31 |
3,040 |
$291,000 |
0 |
|
Unconventional Investor LLC |
26 |
- |
2023-12-31 |
3,291 |
$289,000 |
0 |
|
BAKER TILLY FINANCIAL LLC |
391 |
- |
2023-12-31 |
3,240 |
$284,000 |
0 |
|
Wedmont Private Capital |
464 |
- |
2024-03-31 |
2,934 |
$283,000 |
0 |
|
Mason & Associates Inc |
93 |
- |
2024-03-31 |
2,767 |
$265,000 |
0 |
|
Game Plan Financial Advisors LLC |
73 |
- |
2024-03-31 |
2,700 |
$258,000 |
0 |
|
LexAurum Advisors LLC |
246 |
- |
2024-03-31 |
2,659 |
$254,000 |
0 |
|
Ballew Advisors Inc |
89 |
- |
2024-03-31 |
2,612 |
$248,000 |
0 |
|
Quad-Cities Investment Group LLC |
146 |
- |
2024-03-31 |
2,560 |
$245,000 |
0 |
|
Tradewinds LLC. |
106 |
- |
2023-09-30 |
3,198 |
$243,000 |
0 |
|
Beaumont Financial Advisors LLC |
300 |
- |
2023-12-31 |
2,701 |
$237,000 |
0 |
|
Harbour Capital Advisors LLC |
257 |
- |
2024-03-31 |
2,500 |
$236,000 |
0 |
|
Core Wealth Partners LLC |
118 |
- |
2024-03-31 |
2,441 |
$233,000 |
0 |
|
Compagnie Lombard Odier SCA |
243 |
- |
2024-03-31 |
2,425 |
$232,000 |
0 |
|
BARCLAYS PLC |
3343 |
- |
2023-12-31 |
2,500 |
$219,000 |
0 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
281 |
- |
2023-12-31 |
2,250 |
$197,000 |
0 |
|
WHITTIER TRUST CO OF NEVADA INC |
|
- |
2024-03-31 |
1,857 |
$178,000 |
0 |
|
Harel Insurance Investments & Financial Services L |
|
- |
2024-03-31 |
1,566 |
$150,000 |
0 |
|
AdvisorNet Financial Inc |
541 |
- |
2024-03-31 |
1,459 |
$139,000 |
0 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
255 |
- |
2024-03-31 |
1,400 |
$134,000 |
0 |
|
Colonial Trust Co / SC |
374 |
- |
2023-12-31 |
1,200 |
$107,000 |
0 |
|
SIGNATUREFD, LLC |
|
- |
2024-03-31 |
1,060 |
$101,000 |
0 |
|
HANSON INVESTMENT MANAGEMENT |
244 |
- |
2024-03-31 |
1,059 |
$101,000 |
0 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
651 |
- |
2023-12-31 |
1,144 |
$100,000 |
0 |
|
COLONIAL ASSET MANAGEMENT, INC. |
238 |
- |
2023-12-31 |
1,138 |
$100,000 |
0 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
309 |
- |
2024-03-31 |
720 |
$69,000 |
0 |
|
Y.D. More Investments Ltd |
227 |
- |
2023-12-31 |
710 |
$62,000 |
0 |
|
Luken Investment Analytics LLC |
73 |
- |
2024-03-31 |
589 |
$56,000 |
0 |
|
ALBION FINANCIAL GROUP /UT |
228 |
- |
2024-03-31 |
488 |
$47,000 |
0 |
|
FTB Advisors Inc. |
1014 |
- |
2024-03-31 |
462 |
$44,000 |
0 |
|
TD Waterhouse Canada Inc. |
993 |
- |
2023-12-31 |
350 |
$39,000 |
0 |
|
WASHINGTON TRUST CO |
479 |
- |
2024-03-31 |
385 |
$37,000 |
0 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
443 |
- |
2024-03-31 |
372 |
$36,000 |
0 |
|
Mascoma Wealth Management LLC |
211 |
- |
2024-03-31 |
371 |
$35,000 |
0 |
|
West Branch Capital LLC |
188 |
- |
2024-03-31 |
335 |
$32,000 |
0 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
531 |
- |
2022-12-31 |
561 |
$32,000 |
0 |
|
DB Wealth Management Group LLC |
201 |
- |
2023-12-31 |
345 |
$30,000 |
0 |
|
Bank of New Hampshire |
347 |
- |
2024-03-31 |
300 |
$29,000 |
0 |
|
Winch Advisory Services LLC |
185 |
- |
2023-12-31 |
314 |
$27,000 |
0 |
|
Beacon Capital Management LLC |
330 |
- |
2023-12-31 |
353 |
$27,000 |
0 |
|
SALEM INVESTMENT COUNSELORS INC |
665 |
- |
2024-03-31 |
279 |
$27,000 |
0 |
|
JAMISON PRIVATE WEALTH MANAGEMENT INC. |
288 |
- |
2024-03-31 |
252 |
$24,000 |
0 |
|
Pinnacle Bank |
545 |
- |
2024-03-31 |
204 |
$20,000 |
0 |
|
New England Capital Financial Advisors LLC |
|
- |
2024-03-31 |
192 |
$18,000 |
0 |
|
JFS WEALTH ADVISORS, LLC |
|
- |
2024-03-31 |
175 |
$17,000 |
0 |
|
Financial Synergies Wealth Advisors Inc. |
220 |
- |
2024-03-31 |
155 |
$15,000 |
0 |
|
Financial Advisory Service Inc. |
|
- |
2024-03-31 |
135 |
$13,000 |
0 |
|
QUADRANT CAPITAL GROUP LLC |
1984 |
- |
2023-12-31 |
150 |
$13,000 |
0 |
|
ATTICUS WEALTH MANAGEMENT LLC |
372 |
- |
2024-03-31 |
125 |
$12,000 |
0 |
|
HM PAYSON & CO |
803 |
- |
2023-12-31 |
126 |
$11,000 |
0 |
|
ARVEST INVESTMENTS INC. |
138 |
- |
2024-03-31 |
111 |
$11,000 |
0 |
|
Concord Wealth Partners |
|
- |
2024-03-31 |
89 |
$9,000 |
0 |
|
Key Financial Inc |
777 |
- |
2024-03-31 |
97 |
$9,000 |
0 |
|
Laurel Wealth Advisors LLC |
410 |
- |
2023-12-31 |
96 |
$8,000 |
0 |
|
Asset Dedication LLC |
717 |
- |
2024-03-31 |
81 |
$8,000 |
0 |
|
Register Financial Advisors LLC |
611 |
- |
2024-03-31 |
51 |
$5,000 |
0 |
|
KENFARB & CO. |
199 |
- |
2023-09-30 |
70 |
$5,000 |
0 |
|
PARKSIDE FINANCIAL BANK & TRUST |
|
- |
2024-03-31 |
29 |
$3,000 |
0 |
|
Sound Income Strategies LLC |
978 |
- |
2024-03-31 |
33 |
$3,000 |
0 |
|
SRS Capital Advisors Inc. |
964 |
- |
2023-12-31 |
30 |
$3,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
1006 |
- |
2024-03-31 |
13 |
$1,000 |
0 |
|
Tradewinds Capital Management LLC |
483 |
- |
2024-03-31 |
8 |
$1,000 |
0 |
|
HORIZON INVESTMENTS, LLC/SC |
730 |
- |
2023-12-31 |
9 |
$1,000 |
0 |
|
DHJJ Financial Advisors Ltd. |
763 |
- |
2024-03-31 |
3 |
$0 |
0 |
|
|
79 Records found
|
1
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