|
Institutional
Holders
Total
Institutions:
|
233 10 |
|
Total
shares held :
|
25,025,682 |
|
% of shares
held :
|
63.28% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-45 |
|
Amount
of shares held :
|
-4,583,855 |
|
% of shares
held change :
|
-11.59% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.79 |
|
Last
Quarter's Ending
Price :
|
$49.20 |
|
Last
Quarter's Average
Price :
|
$48.33 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.55 (1.14%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
921 |
- |
2023-12-31 |
3,012,145 |
$148,198,000 |
501,569 |
|
AMERIPRISE FINANCIAL INC |
600 |
- |
2023-12-31 |
1,656,491 |
$81,526,000 |
-199,482 |
|
UBS Group AG |
640 |
- |
2023-12-31 |
1,115,838 |
$54,899,000 |
47,857 |
|
FARMERS & MERCHANTS INVESTMENTS INC |
9 |
- |
2024-03-31 |
1,011,062 |
$49,764,000 |
1,747 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
284 |
- |
2024-03-31 |
890,612 |
$43,836,000 |
256,722 |
|
BANK OF AMERICA CORP /DE/ |
1270 |
- |
2023-12-31 |
850,888 |
$41,864,000 |
-95,797 |
|
LPL FINANCIAL CORP |
596 |
- |
2023-12-31 |
763,325 |
$37,556,000 |
-72,964 |
|
Allspring Global Investments Holdings LLC |
410 |
- |
2024-03-31 |
741,563 |
$36,500,000 |
437,232 |
|
LJI Wealth Management LLC |
2 |
- |
2023-12-31 |
734,297 |
$36,127,000 |
4,865 |
|
Pensionmark Financial Group LLC |
2 |
- |
2023-12-31 |
689,514 |
$33,924,000 |
-63,389 |
|
ROYAL BANK OF CANADA |
923 |
- |
2023-12-31 |
605,096 |
$29,771,000 |
-9,839 |
|
TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
536,361 |
$26,389,000 |
179,234 |
|
TIAA FSB |
103 |
- |
2023-06-30 |
489,054 |
$23,577,000 |
-246,360 |
|
ALLIANZ ASSET MANAGEMENT AG |
402 |
- |
2023-12-31 |
433,908 |
$21,348,000 |
9,610 |
|
Williams Financial LLC |
4 |
*New |
2024-03-31 |
375,165 |
$18,466,000 |
375,165 |
|
HIGHTOWER ADVISORS, LLC |
506 |
- |
2023-12-31 |
359,085 |
$17,658,000 |
-50,460 |
|
River Wealth Advisors LLC |
7 |
- |
2023-12-31 |
349,722 |
$17,206,000 |
-5,154 |
|
Advisor Group Holdings Inc. |
530 |
- |
2023-12-31 |
349,139 |
$17,183,000 |
-21,490 |
|
Probity Advisors Inc. |
5 |
- |
2023-12-31 |
346,181 |
$17,032,000 |
-248,350 |
|
RENAISSANCE TECHNOLOGIES LLC |
686 |
- |
2023-12-31 |
342,300 |
$16,841,000 |
274,700 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
461 |
- |
2023-12-31 |
332,955 |
$16,381,000 |
229,546 |
|
Wiser Wealth Management Inc |
6 |
- |
2024-03-31 |
330,082 |
$16,247,000 |
14,814 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
11 |
- |
2023-12-31 |
315,874 |
$15,541,000 |
3,307 |
|
PARTNERS CAPITAL INVESTMENT GROUP LLP |
44 |
- |
2023-12-31 |
282,946 |
$13,921,000 |
-7,941 |
|
ENVESTNET ASSET MANAGEMENT INC |
1249 |
- |
2023-12-31 |
278,992 |
$13,726,000 |
-26,769 |
|
GREENUP STREET WEALTH MANAGEMENT LLC |
6 |
- |
2023-12-31 |
271,324 |
$13,349,000 |
22,761 |
|
Curi Capital |
20 |
- |
2023-12-31 |
246,315 |
$12,119,000 |
-6,644 |
|
CAMDEN NATIONAL BANK |
7 |
- |
2023-12-31 |
241,938 |
$11,903,000 |
-6,148 |
|
AE Wealth Management LLC |
363 |
- |
2023-12-31 |
232,248 |
$11,429,000 |
-250,290 |
|
Global Wealth Management Investment Advisory Inc. |
5 |
- |
2023-12-31 |
229,620 |
$11,297,000 |
5,933 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
596 |
- |
2023-12-31 |
211,501 |
$10,406,000 |
8,976 |
|
Bramshill Investments LLC |
18 |
- |
2023-12-31 |
209,464 |
$10,306,000 |
30,226 |
|
JANE STREET GROUP LLC |
930 |
- |
2023-12-31 |
201,194 |
$9,899,000 |
82,035 |
|
WELLS FARGO & CO/MN |
1508 |
- |
2023-12-31 |
199,528 |
$9,817,000 |
64,572 |
|
COLONIAL ASSET MANAGEMENT, INC. |
36 |
- |
2023-12-31 |
174,997 |
$8,610,000 |
-1,238 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
840 |
- |
2023-12-31 |
159,339 |
$7,840,000 |
-9,683 |
|
MEIJI YASUDA LIFE INSURANCE CO |
34 |
- |
2023-12-31 |
156,400 |
$7,695,000 |
0 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
88 |
- |
2023-12-31 |
147,015 |
$7,233,000 |
-6,951 |
|
STIFEL FINANCIAL CORP |
930 |
- |
2023-12-31 |
142,825 |
$7,027,000 |
-7,969 |
|
INTEGRAL INVESTMENT ADVISORS INC. |
10 |
- |
2023-12-31 |
138,487 |
$6,814,000 |
5,590 |
|
SCOTIA CAPITAL INC. |
202 |
- |
2023-12-31 |
136,918 |
$6,736,000 |
55,525 |
|
Financiere des Professionnels - Fonds dinvestissem |
58 |
- |
2024-03-31 |
135,000 |
$6,645,000 |
0 |
|
Main Management LLC |
28 |
*New |
2023-12-31 |
126,539 |
$6,226,000 |
126,539 |
|
Harel Insurance Investments & Financial Services L |
85 |
*New |
2023-12-31 |
124,000 |
$6,101,000 |
124,000 |
|
Coombe Bender & Co LLC |
6 |
- |
2023-12-31 |
123,309 |
$6,067,000 |
47,362 |
|
Baird Financial Group Inc. |
624 |
- |
2023-12-31 |
116,956 |
$5,754,000 |
-17,748 |
|
Rosenberg Matthew Hamilton |
12 |
- |
2024-03-31 |
117,145 |
$5,739,000 |
-1,099 |
|
H D Vest Advisory Services |
261 |
- |
2023-12-31 |
112,535 |
$5,537,000 |
10,687 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
111,460 |
$5,484,000 |
12,707 |
|
MML INVESTORS SERVICES LLC |
562 |
- |
2023-12-31 |
111,036 |
$5,463,000 |
-44,329 |
|
FINANCIAL NETWORK |
536 |
- |
2023-12-31 |
110,832 |
$5,453,000 |
-2,851 |
|
Charter Oak Capital Management LLC |
19 |
- |
2024-03-31 |
108,907 |
$5,360,000 |
-14,879 |
|
Colonial Trust Co / SC |
20 |
- |
2023-12-31 |
107,300 |
$5,279,000 |
8,546 |
|
Cetera Investment Advisers |
425 |
- |
2023-12-31 |
104,149 |
$5,124,000 |
3,726 |
|
DecisionPoint Financial LLC |
9 |
- |
2023-12-31 |
102,679 |
$5,052,000 |
-720 |
|
Atria Wealth Solutions Inc. |
324 |
- |
2023-12-31 |
96,780 |
$4,762,000 |
1,340 |
|
Summit Financial LLC |
49 |
- |
2024-03-31 |
92,203 |
$4,538,000 |
-16,091 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
56 |
- |
2023-12-31 |
91,750 |
$4,514,000 |
4,525 |
|
RAYMOND JAMES & ASSOCIATES |
1711 |
- |
2024-03-31 |
83,900 |
$4,130,000 |
-3,923 |
|
Rockbridge Investment Management LCC |
28 |
- |
2023-12-31 |
79,864 |
$3,929,000 |
11,516 |
|
PrairieView Partners LLC |
|
- |
2023-12-31 |
76,716 |
$3,774,000 |
22,182 |
|
Sierra Capital LLC |
29 |
- |
2023-12-31 |
76,287 |
$3,753,000 |
3,769 |
|
Lido Advisors LLC |
279 |
- |
2023-12-31 |
72,716 |
$3,578,000 |
-1,370 |
|
IPG Investment Advisors LLC |
36 |
- |
2023-12-31 |
72,377 |
$3,561,000 |
-31,722 |
|
GOLDMAN SACHS GROUP INC/ |
2856 |
- |
2023-12-31 |
64,112 |
$3,154,000 |
-1,824 |
|
PRINCIPAL SECURITIES INC. |
169 |
- |
2023-12-31 |
64,020 |
$3,150,000 |
0 |
|
PROEQUITIES INC. |
102 |
- |
2023-12-31 |
63,648 |
$3,131,000 |
-8,143 |
|
ATRIA INVESTMENTS LLC |
435 |
- |
2023-12-31 |
63,618 |
$3,130,000 |
516 |
|
IFRAH FINANCIAL SERVICES INC |
30 |
- |
2023-12-31 |
61,613 |
$3,031,000 |
-72 |
|
Dynamic Advisors Solutions LLC |
246 |
- |
2024-03-31 |
58,878 |
$2,898,000 |
-7,774 |
|
Orion Portfolio Solutions LLC |
476 |
- |
2023-12-31 |
56,405 |
$2,768,000 |
45,281 |
|
Actinver Wealth Management Inc. |
7 |
- |
2023-12-31 |
56,035 |
$2,757,000 |
19,903 |
|
CITADEL ADVISORS LLC |
2074 |
- |
2023-12-31 |
54,818 |
$2,697,000 |
9,819 |
|
MARINER WEALTH ADVISORS, LLC |
926 |
- |
2023-12-31 |
54,312 |
$2,672,000 |
-2,799,392 |
|
Stratos Wealth Partners LTD. |
367 |
- |
2024-03-31 |
53,808 |
$2,648,000 |
62 |
|
Dodds Wealth LLC |
14 |
- |
2023-12-31 |
53,709 |
$2,642,000 |
0 |
|
Kestra Advisory Services LLC |
691 |
- |
2023-12-31 |
51,170 |
$2,518,000 |
-2,241 |
|
BANK OF MONTREAL /CAN/ |
1261 |
- |
2023-12-31 |
50,927 |
$2,507,000 |
-1,276 |
|
J P MORGAN CHASE & CO |
2850 |
- |
2023-12-31 |
49,668 |
$2,444,000 |
8,259 |
|
Laurel Wealth Advisors LLC |
62 |
- |
2023-12-31 |
46,440 |
$2,285,000 |
1,959 |
|
FinTrust Capital Advisors LLC |
40 |
- |
2023-12-31 |
45,100 |
$2,219,000 |
0 |
|
American Money Management LLC |
55 |
- |
2023-12-31 |
45,090 |
$2,218,000 |
272 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
219 |
- |
2023-12-31 |
42,702 |
$2,101,000 |
-2,856 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
96 |
- |
2024-03-31 |
42,766 |
$2,095,000 |
-1,365 |
|
Cosner Financial Group LLC |
13 |
- |
2023-12-31 |
42,541 |
$2,093,000 |
-2,035 |
|
VISTA INVESTMENT MANAGEMENT |
30 |
- |
2023-12-31 |
42,345 |
$2,083,000 |
-287 |
|
CI Private Wealth LLC |
987 |
- |
2023-12-31 |
41,466 |
$2,040,000 |
419 |
|
TD Waterhouse Canada Inc. |
338 |
- |
2023-12-31 |
37,907 |
$1,952,000 |
-4,098 |
|
Miracle Mile Advisors LLC |
187 |
- |
2024-03-31 |
39,145 |
$1,927,000 |
-9 |
|
Fonville Wealth Management LLC |
37 |
- |
2024-03-31 |
38,396 |
$1,890,000 |
1,413 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
44 |
- |
2023-12-31 |
37,741 |
$1,850,000 |
-724 |
|
OLD MISSION CAPITAL LLC |
279 |
- |
2023-12-31 |
36,535 |
$1,798,000 |
6,891 |
|
Trail Ridge Investment Advisors LLC |
28 |
- |
2023-12-31 |
36,106 |
$1,776,000 |
1,995 |
|
SHUFRO ROSE & CO LLC |
72 |
- |
2023-12-31 |
36,666 |
$1,760,000 |
-1,250 |
|
MACQUARIE GROUP LTD |
1217 |
- |
2023-12-31 |
35,477 |
$1,745,000 |
-1,011,773 |
|
Argent Advisors Inc. |
36 |
- |
2023-12-31 |
34,689 |
$1,707,000 |
-2,106 |
|
NDWM LLC |
12 |
- |
2024-03-31 |
33,059 |
$1,627,000 |
-2,358 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
834 |
- |
2023-12-31 |
32,312 |
$1,590,000 |
-916 |
|
Life Planning Partners Inc |
19 |
- |
2023-12-31 |
30,548 |
$1,503,000 |
-2,934 |
|
Private Wealth Group LLC |
23 |
- |
2024-03-31 |
29,347 |
$1,444,000 |
0 |
|
|
100 Records found
|
1
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