|
Institutional
Holders
Total
Institutions:
|
123 1 |
|
Total
shares held :
|
12,049,518 |
|
% of shares
held :
|
8.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-16,397 |
|
% of shares
held change :
|
-0.01% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$51.06 |
|
Last
Quarter's Ending
Price :
|
$58.82 |
|
Last
Quarter's Average
Price :
|
$52.64 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
10.43 (19.81%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
STRATEGIC INVESTMENT ADVISORS, INC |
1 |
- |
2024-03-31 |
3,974,181 |
$252,678,000 |
82,165 |
|
WELLS FARGO & CO/MN |
544 |
- |
2024-03-31 |
1,250,641 |
$79,516,000 |
126,774 |
|
ACROPOLIS INVESTMENT MANAGEMENT, LLC |
9 |
- |
2024-03-31 |
708,445 |
$45,043,000 |
45,649 |
|
Ullmann Financial Group Inc. |
5 |
- |
2024-03-31 |
509,685 |
$32,406,000 |
16,658 |
|
BLACKROCK INC. |
2650 |
- |
2024-03-31 |
504,143 |
$32,053,000 |
6,214 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
6 |
- |
2024-03-31 |
459,317 |
$29,203,000 |
13,620 |
|
GYL Financial Synergies LLC |
15 |
- |
2023-12-31 |
263,201 |
$15,481,000 |
5,683 |
|
LPL FINANCIAL CORP |
1198 |
- |
2024-03-31 |
191,650 |
$12,185,000 |
124,524 |
|
Sanford Advisory Services LLC |
8 |
- |
2022-12-31 |
222,935 |
$11,071,000 |
39,074 |
|
UBS Group AG |
1456 |
- |
2023-12-31 |
169,056 |
$9,944,000 |
2,243 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
96,317 |
$5,665,000 |
6,891 |
|
First Ascent Asset Management LLC |
24 |
- |
2023-12-31 |
95,441 |
$5,614,000 |
4,122 |
|
CORA CAPITAL ADVISORS LLC |
9 |
- |
2024-03-31 |
79,741 |
$5,070,000 |
3,402 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
738 |
- |
2024-03-31 |
78,738 |
$5,006,000 |
1,772 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1169 |
- |
2024-03-31 |
77,921 |
$4,954,000 |
283 |
|
Kingsview Wealth Management LLC |
199 |
- |
2024-03-31 |
59,762 |
$3,800,000 |
19,669 |
|
GEM Asset Management LLC |
9 |
- |
2024-03-31 |
63,129 |
$3,723,000 |
628 |
|
FINANCIAL NETWORK |
707 |
- |
2023-12-31 |
62,745 |
$3,691,000 |
9,632 |
|
GOLDMAN SACHS GROUP INC/ |
2790 |
- |
2023-12-31 |
59,028 |
$3,472,000 |
49,111 |
|
MML INVESTORS SERVICES LLC |
782 |
- |
2023-12-31 |
54,754 |
$3,221,000 |
34,516 |
|
COZAD ASSET MANAGEMENT INC |
95 |
- |
2024-03-31 |
42,331 |
$2,691,000 |
2,955 |
|
DAVIDSON D A & CO |
436 |
- |
2023-12-31 |
43,229 |
$2,543,000 |
2,426 |
|
Beirne Wealth Consulting Services LLC |
20 |
- |
2023-12-31 |
40,425 |
$2,379,000 |
23,702 |
|
PARKSIDE FINANCIAL BANK & TRUST |
56 |
- |
2024-03-31 |
35,720 |
$2,271,000 |
87 |
|
Advisor Group Holdings Inc. |
1623 |
- |
2024-03-31 |
34,409 |
$2,189,000 |
13,919 |
|
CITADEL ADVISORS LLC |
2295 |
- |
2023-12-31 |
34,586 |
$2,034,000 |
10,387 |
|
Premier Path Wealth Partners LLC |
66 |
- |
2024-03-31 |
31,946 |
$2,030,000 |
6,303 |
|
FMA Wealth Management LLC |
20 |
- |
2024-03-31 |
31,513 |
$2,005,000 |
4,332 |
|
JANE STREET GROUP LLC |
2565 |
- |
2023-12-31 |
30,310 |
$1,783,000 |
17,333 |
|
US BANCORP |
895 |
- |
2024-03-31 |
26,976 |
$1,715,000 |
184 |
|
WESTOVER CAPITAL ADVISORS, LLC |
67 |
- |
2024-03-31 |
20,649 |
$1,313,000 |
465 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
92 |
- |
2023-12-31 |
20,889 |
$1,229,000 |
601 |
|
Private Advisor Group LLC |
1247 |
- |
2024-03-31 |
12,930 |
$822,000 |
1,308 |
|
J.W. COLE ADVISORS INC. |
390 |
- |
2024-03-31 |
12,627 |
$803,000 |
1,759 |
|
MULTIFINANCIAL SECURITIES CORP |
1023 |
- |
2023-12-31 |
10,231 |
$602,000 |
5,672 |
|
MORGAN STANLEY |
5117 |
- |
2023-12-31 |
8,484 |
$499,000 |
719 |
|
J P MORGAN CHASE & CO |
3860 |
- |
2024-03-31 |
6,267 |
$398,000 |
117 |
|
BLAIR WILLIAM & CO/IL |
1169 |
- |
2024-03-31 |
5,847 |
$372,000 |
16 |
|
Executive Wealth Management LLC |
|
- |
2023-12-31 |
6,203 |
$365,000 |
85 |
|
Cetera Investment Advisers |
1753 |
- |
2023-12-31 |
5,303 |
$312,000 |
37 |
|
PARK AVENUE SECURITIES LLC |
1183 |
- |
2024-03-31 |
4,559 |
$290,000 |
194 |
|
FMR LLC |
2849 |
- |
2023-12-31 |
2,953 |
$174,000 |
110 |
|
Aspire Wealth Management Corp |
117 |
- |
2024-03-31 |
1,794 |
$114,000 |
4 |
|
Founders Financial Alliance LLC |
376 |
- |
2023-12-31 |
489 |
$29,000 |
2 |
|
Castleview Partners LLC |
652 |
- |
2024-03-31 |
67 |
$4,000 |
67 |
|
NORTHWEST INVESTMENT COUNSELORS LLC |
508 |
- |
2024-03-31 |
9 |
$1,000 |
9 |
|
|
46 Records found
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1
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