|
Institutional
Holders
Total
Institutions:
|
67 4 |
|
Total
shares held :
|
28,233,671 |
|
% of shares
held :
|
12.95% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-802,194 |
|
% of shares
held change :
|
-0.37% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.75 |
|
Last
Quarter's Ending
Price :
|
$23.63 |
|
Last
Quarter's Average
Price :
|
$23.07 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.29 (1.26%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Wealth Architects LLC |
2 |
- |
2023-12-31 |
2,017,384 |
$47,671,000 |
1,896,885 |
|
Capital Analysts Inc. |
6 |
- |
2023-12-31 |
1,972,303 |
$46,606,000 |
28,486 |
|
UBS Group AG |
1478 |
- |
2023-12-31 |
407,398 |
$9,627,000 |
12,515 |
|
MORGAN STANLEY |
3757 |
- |
2023-12-31 |
237,650 |
$5,616,000 |
20,945 |
|
Rockefeller Capital Management L.P. |
682 |
- |
2023-12-31 |
178,005 |
$4,206,000 |
44,477 |
|
FLOW TRADERS U.S. LLC |
125 |
- |
2023-12-31 |
156,013 |
$3,687,000 |
108,589 |
|
LPL FINANCIAL CORP |
2273 |
- |
2024-03-31 |
109,680 |
$2,594,000 |
3,515 |
|
RAYMOND JAMES & ASSOCIATES |
2233 |
- |
2024-03-31 |
74,510 |
$1,762,000 |
4,544 |
|
ROYAL BANK OF CANADA |
2763 |
- |
2023-12-31 |
63,939 |
$1,512,000 |
41,152 |
|
IFG Advisory LLC |
229 |
- |
2024-03-31 |
53,706 |
$1,270,000 |
1,751 |
|
L.M. KOHN & COMPANY |
145 |
- |
2024-03-31 |
20,271 |
$479,000 |
7,730 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
3072 |
- |
2024-03-31 |
18,564 |
$439,000 |
1,155 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2984 |
- |
2024-03-31 |
16,806 |
$397,000 |
5,411 |
|
REGAL INVESTMENT ADVISORS, LLC |
375 |
- |
2023-12-31 |
15,708 |
$371,000 |
821 |
|
COMERICA BANK |
2091 |
- |
2023-12-31 |
12,721 |
$301,000 |
2,793 |
|
Investors Research Corp |
322 |
- |
2024-03-31 |
8,771 |
$207,000 |
505 |
|
Advisor Group Holdings Inc. |
3966 |
- |
2024-03-31 |
5,808 |
$137,000 |
3,649 |
|
J P MORGAN CHASE & CO |
4620 |
- |
2024-03-31 |
2,666 |
$63,000 |
576 |
|
|
18 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|