|
Institutional
Holders
Total
Institutions:
|
85 1 |
|
Total
shares held :
|
3,883,308 |
|
% of shares
held :
|
40.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
Amount
of shares held :
|
-362,470 |
|
% of shares
held change :
|
-3.78% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.50 |
|
Last
Quarter's Ending
Price :
|
$35.31 |
|
Last
Quarter's Average
Price :
|
$31.57 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.53 (17.52%) |
|
|
|
|
|
|
|
|
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/ |
1647 |
- |
2023-12-31 |
693,589 |
$24,491,000 |
30,853 |
|
LPL FINANCIAL CORP |
1474 |
- |
2024-03-31 |
216,234 |
$7,834,000 |
12,700 |
|
PRINCIPAL SECURITIES INC. |
101 |
- |
2024-03-31 |
175,545 |
$6,360,000 |
6,415 |
|
MORGAN STANLEY |
3954 |
- |
2023-12-31 |
121,394 |
$4,286,000 |
15,270 |
|
AMERIPRISE FINANCIAL INC |
2693 |
- |
2023-12-31 |
70,692 |
$2,495,000 |
4,553 |
|
Prosperity Financial Group Inc. |
15 |
- |
2023-12-31 |
64,701 |
$2,285,000 |
3,466 |
|
Great Diamond Partners LLC |
68 |
- |
2024-03-31 |
47,716 |
$1,729,000 |
819 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2176 |
- |
2024-03-31 |
38,183 |
$1,383,000 |
1,721 |
|
RAYMOND JAMES & ASSOCIATES |
2407 |
- |
2024-03-31 |
36,045 |
$1,306,000 |
268 |
|
CITADEL ADVISORS LLC |
2744 |
- |
2023-12-31 |
34,798 |
$1,229,000 |
22,386 |
|
SMITHBRIDGE ASSET MANAGEMENT INC/DE |
90 |
- |
2024-03-31 |
26,526 |
$961,000 |
45 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2475 |
- |
2024-03-31 |
19,840 |
$719,000 |
1,627 |
|
MML INVESTORS SERVICES LLC |
1693 |
- |
2023-12-31 |
15,538 |
$549,000 |
3,251 |
|
Claybrook Capital LLC |
107 |
- |
2023-09-30 |
11,008 |
$337,000 |
20 |
|
GREAT VALLEY ADVISOR GROUP INC. |
634 |
- |
2024-03-31 |
7,341 |
$266,000 |
221 |
|
Resurgent Financial Advisors LLC |
168 |
- |
2024-03-31 |
6,254 |
$227,000 |
3,481 |
|
BLAIR WILLIAM & CO/IL |
1369 |
- |
2024-03-31 |
6,008 |
$218,000 |
186 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
409 |
- |
2024-03-31 |
5,694 |
$206,000 |
176 |
|
FMR LLC |
3773 |
- |
2023-12-31 |
608 |
$21,000 |
184 |
|
HARBOUR INVESTMENTS INC. |
1915 |
- |
2023-12-31 |
507 |
$18,000 |
89 |
|
Coastal Investment Advisors Inc. |
752 |
- |
2024-03-31 |
102 |
$4,000 |
102 |
|
Steward Financial Group LLC |
979 |
- |
2023-09-30 |
71 |
$2,000 |
71 |
|
|
22 Records found
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1
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