| |
Institutional
Holders
Total
Institutions:
 |
136  2 |
|
|
Total
shares held :
|
8,814,700 |
|
|
% of shares
held :
|
9.79% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 9 |
|
|
Amount
of shares held :
|
335,767 |
|
|
% of shares
held change :
|
0.37% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$48.77 |
|
|
Last
Quarter's Ending
Price :
|
$50.03 |
|
|
Last
Quarter's Average
Price :
|
$49.38 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.43 (0.88%) |
|
|
|
|
|
|
|
|
|
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/ |
1110 |
- |
2023-12-31 |
1,097,825 |
$54,921,000 |
-492,731 |
|
| WELLS FARGO & CO/MN |
1480 |
- |
2023-12-31 |
207,340 |
$10,373,000 |
-25,527 |
|
| LPL FINANCIAL CORP |
1282 |
- |
2023-12-31 |
190,418 |
$9,526,000 |
-44,141 |
|
| CarsonAllaria Wealth Management Ltd. |
7 |
- |
2023-12-31 |
126,287 |
$6,318,000 |
-1,103 |
|
| Resources Investment Advisors Inc. |
169 |
- |
2023-12-31 |
114,079 |
$5,707,000 |
-105,762 |
|
| WEBSTERROGERS FINANCIAL ADVISORS LLC |
17 |
- |
2023-12-31 |
107,916 |
$5,399,000 |
-13,490 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1941 |
- |
2023-12-31 |
92,796 |
$4,642,000 |
-25,098 |
|
| DAVIS R M INC |
98 |
- |
2023-12-31 |
83,151 |
$4,160,000 |
-27,842 |
|
| Westside Investment Management Inc. |
25 |
- |
2024-03-31 |
79,850 |
$4,068,000 |
-6,100 |
|
| Orion Portfolio Solutions LLC |
407 |
- |
2023-12-31 |
67,403 |
$3,374,000 |
-5,498 |
|
| Crumly & Associates Inc. |
|
- |
2024-03-31 |
66,798 |
$3,333,000 |
-853 |
|
| MML INVESTORS SERVICES LLC |
763 |
- |
2023-12-31 |
66,159 |
$3,310,000 |
-3,023 |
|
| ABLE Financial Group LLC |
|
- |
2023-12-31 |
55,318 |
$2,767,000 |
-1,347 |
|
| HANSON MCCLAIN, INC. |
290 |
- |
2024-03-31 |
48,267 |
$2,409,000 |
-2,202 |
|
| BCGM Wealth Management LLC |
34 |
- |
2023-12-31 |
39,825 |
$1,992,000 |
-1,790 |
|
| CFG ASSET MANAGEMENT LLC |
107 |
- |
2023-12-31 |
38,650 |
$1,934,000 |
-165 |
|
| Cyndeo Wealth Partners LLC |
170 |
- |
2024-03-31 |
30,633 |
$1,529,000 |
-2,784 |
|
| Dynamic Advisors Solutions LLC |
350 |
- |
2024-03-31 |
30,215 |
$1,508,000 |
-264 |
|
| HIGHTOWER ADVISORS, LLC |
1604 |
- |
2023-12-31 |
28,487 |
$1,426,000 |
-42,615 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2458 |
- |
2023-12-31 |
25,220 |
$1,262,000 |
-12,468 |
|
| Equitable Holdings Inc. |
646 |
- |
2023-12-31 |
15,072 |
$754,000 |
-775 |
|
| Tyler-Stone Wealth Management |
56 |
- |
2023-12-31 |
14,887 |
$745,000 |
-1,045 |
|
| Kooman & Associates |
21 |
- |
2023-12-31 |
13,177 |
$659,000 |
-2,848 |
|
| Baird Financial Group Inc. |
1303 |
- |
2023-12-31 |
11,774 |
$589,000 |
-1,575 |
|
| Madison Wealth Partners Inc |
|
- |
2024-03-31 |
9,239 |
$461,000 |
-62 |
|
| PFG Advisors |
399 |
- |
2023-12-31 |
8,339 |
$417,000 |
-596 |
|
| CREATIVE PLANNING |
1859 |
- |
2023-12-31 |
7,998 |
$400,000 |
-1,555 |
|
| Capital Market Strategies LLC |
80 |
- |
2024-03-31 |
7,560 |
$377,000 |
-1,273 |
|
| Syverson Strege & Co |
|
- |
2024-03-31 |
7,066 |
$353,000 |
-317 |
|
| Good Life Advisors LLC |
|
- |
2024-03-31 |
6,419 |
$320,000 |
-536 |
|
| SITTNER & NELSON LLC |
89 |
- |
2023-12-31 |
6,000 |
$300,000 |
-7,165 |
|
| FIRST HEARTLAND CONSULTANTS INC |
295 |
- |
2023-12-31 |
5,636 |
$282,000 |
-2,091 |
|
| Amplius Wealth Advisors LLC |
145 |
- |
2024-03-31 |
5,249 |
$262,000 |
-3,039 |
|
| HARBOUR INVESTMENTS INC. |
784 |
- |
2023-12-31 |
4,905 |
$245,000 |
-2,102 |
|
| Pictet North America Advisors SA |
|
- |
2024-03-31 |
4,900 |
$245,000 |
-102,300 |
|
| PRIVATE TRUST CO NA |
1342 |
- |
2024-03-31 |
530 |
$26,000 |
-43 |
|
| St. James Investment Advisors LLC |
92 |
- |
2022-12-31 |
50 |
$2,000 |
-375 |
|
|
37 Records found
|
1
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