| |
Institutional
Holders
Total
Institutions:
 |
117  12 |
|
|
Total
shares held :
|
7,657,385 |
|
|
% of shares
held :
|
6.22% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-23 |
|
|
Amount
of shares held :
|
-1,355,007 |
|
|
% of shares
held change :
|
-1.1% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.96 |
|
|
Last
Quarter's Ending
Price :
|
$51.15 |
|
|
Last
Quarter's Average
Price :
|
$50.47 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 0.80 (1.58%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Bleakley Financial Group LLC |
|
- |
2023-12-31 |
427,686 |
$21,876,000 |
68,617 |
|
| Sawtooth Asset Management Inc. |
29 |
- |
2023-12-31 |
427,686 |
$21,876,000 |
68,617 |
|
| TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
255,451 |
$13,066,000 |
65,327 |
|
| BANK OF NOVA SCOTIA / |
390 |
- |
2023-12-31 |
214,700 |
$10,973,000 |
214,700 |
|
| Kelman-Lazarov Inc. |
16 |
- |
2023-12-31 |
136,945 |
$7,005,000 |
19,919 |
|
| CLS INVESTMENT FIRM LLC |
173 |
- |
2022-12-31 |
123,789 |
$6,173,000 |
8,726 |
|
| UBS Group AG |
2041 |
- |
2023-12-31 |
92,771 |
$4,745,000 |
60 |
|
| GREAT VALLEY ADVISOR GROUP INC. |
158 |
- |
2023-12-31 |
83,840 |
$4,289,000 |
8,711 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1298 |
- |
2023-12-31 |
76,653 |
$3,921,000 |
23,573 |
|
| Buckingham Strategic Partners |
62 |
- |
2023-12-31 |
71,578 |
$3,661,000 |
1,924 |
|
| Kestra Advisory Services LLC |
579 |
- |
2023-12-31 |
67,672 |
$3,461,000 |
67,672 |
|
| Arbor Investment Advisors LLC |
26 |
- |
2024-03-31 |
55,648 |
$2,866,000 |
20,185 |
|
| QUANTITATIVE ADVANTAGE LLC |
56 |
- |
2023-03-31 |
50,952 |
$2,601,000 |
8,583 |
|
| BUCKINGHAM ASSET MANAGEMENT, LLC |
233 |
- |
2023-12-31 |
39,160 |
$2,003,000 |
4,105 |
|
| MML INVESTORS SERVICES LLC |
1050 |
- |
2023-12-31 |
35,257 |
$1,803,000 |
929 |
|
| Essential Planning LLC. |
20 |
- |
2023-12-31 |
25,046 |
$1,281,000 |
5,199 |
|
| Gladstone Institutional Advisory LLC |
261 |
- |
2023-12-31 |
24,864 |
$1,272,000 |
479 |
|
| GOLDMAN SACHS GROUP INC/ |
3416 |
- |
2023-12-31 |
23,878 |
$1,221,000 |
11,819 |
|
| Stratos Wealth Advisors LLC |
321 |
- |
2024-03-31 |
19,875 |
$1,024,000 |
1,982 |
|
| FIDUCIARY TRUST CO |
347 |
- |
2023-12-31 |
18,523 |
$947,000 |
600 |
|
| ALESCO ADVISORS LLC |
95 |
- |
2023-12-31 |
16,711 |
$855,000 |
250 |
|
| YCMNET ADVISORS INC |
128 |
- |
2023-12-31 |
16,351 |
$836,000 |
179 |
|
| GOULD ASSET MANAGEMENT LLC /CA/ |
65 |
- |
2023-12-31 |
13,030 |
$666,000 |
640 |
|
| Cherry Tree Wealth Management LLC |
76 |
- |
2023-12-31 |
10,925 |
$559,000 |
3,616 |
|
| DELAP WEALTH ADVISORY LLC |
50 |
- |
2023-12-31 |
10,216 |
$523,000 |
5,108 |
|
| RENAISSANCE TECHNOLOGIES LLC |
2784 |
- |
2023-12-31 |
9,600 |
$491,000 |
9,600 |
|
| REGAL INVESTMENT ADVISORS, LLC |
342 |
- |
2023-12-31 |
8,963 |
$458,000 |
866 |
|
| RAYMOND JAMES & ASSOCIATES |
3111 |
- |
2024-03-31 |
8,309 |
$428,000 |
368 |
|
| Financial Advocates Investment Management |
468 |
- |
2023-12-31 |
8,201 |
$419,000 |
405 |
|
| OLD MISSION CAPITAL LLC |
682 |
- |
2023-12-31 |
7,524 |
$385,000 |
7,524 |
|
| Private Advisor Group LLC |
1624 |
- |
2023-12-31 |
7,510 |
$384,000 |
3 |
|
| HIGHTOWER ADVISORS, LLC |
2610 |
- |
2023-12-31 |
6,061 |
$312,000 |
1,033 |
|
| PEAPACK GLADSTONE FINANCIAL CORP |
580 |
- |
2023-12-31 |
5,430 |
$278,000 |
160 |
|
| DAVENPORT & CO LLC |
|
- |
2023-12-31 |
5,274 |
$270,000 |
886 |
|
| H D Vest Advisory Services |
1435 |
- |
2023-12-31 |
4,157 |
$213,000 |
4 |
|
| TD CAPITAL MANAGEMENT LLC |
139 |
- |
2023-12-31 |
1,999 |
$102,000 |
12 |
|
| BANK OF MONTREAL /CAN/ |
2833 |
- |
2023-12-31 |
1,991 |
$102,000 |
1,991 |
|
| Cape Investment Advisory Inc. |
508 |
- |
2023-12-31 |
444 |
$23,000 |
355 |
|
| ICA Group Wealth Management LLC |
836 |
- |
2023-12-31 |
235 |
$12,000 |
235 |
|
| TOWER RESEARCH CAPITAL LLC |
5353 |
- |
2023-12-31 |
10 |
$1,000 |
10 |
|
|
40 Records found
|
1
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