| |
Institutional
Holders
Total
Institutions:
 |
300  1 |
|
|
Total
shares held :
|
69,274,416 |
|
|
% of shares
held :
|
10.9% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 7 |
|
|
Amount
of shares held :
|
3,695,733 |
|
|
% of shares
held change :
|
0.58% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$43.40 |
|
|
Last
Quarter's Ending
Price :
|
$47.00 |
|
|
Last
Quarter's Average
Price :
|
$44.85 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
1.01 (2.25%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
41
|
1,284,676
|
1.85%
|
|
|
|
Increased
Positions : |
109
|
13,112,694
|
18.93%
|
|
|
|
Unchanged
Positions : |
49
|
655,566
|
0.95%
|
|
|
|
Decreased
Positions : |
101
|
-10,149,791
|
-14.65%
|
|
 |
Closed
Positions : |
42
|
-551,846
|
-0.8%
|
|
|
|
Guru
Positions : |
1
|
4,076,048
|
5.88%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Inscription Capital LLC |
184 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,000 |
|
| CAROLINAS WEALTH CONSULTING LLC |
925 |
*Closed |
2023-12-31 |
0 |
$0 |
-15 |
|
| SageView Advisory Group LLC |
625 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,962 |
|
| TRUSTCORE FINANCIAL SERVICES LLC |
974 |
*Closed |
2022-12-31 |
0 |
$0 |
-26 |
|
| Parcion Private Wealth LLC |
194 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,277 |
|
| DecisionPoint Financial LLC |
216 |
*Closed |
2023-12-31 |
0 |
$0 |
-8 |
|
| BAKER AVENUE ASSET MANAGEMENT, LP |
754 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,060 |
|
| Hibernia Wealth Partners LLC |
95 |
*Closed |
2023-12-31 |
0 |
$0 |
-43 |
|
| HPM Partners LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-5,244 |
|
| BESSEMER GROUP INC |
2161 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,084 |
|
| EverSource Wealth Advisors LLC |
2641 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
| Independent Wealth Network Inc. |
58 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,083 |
|
| AE Wealth Management LLC |
2098 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,252 |
|
| GLOBALT Investments LLC / GA |
206 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,750 |
|
| Mutual Advisors LLC |
1029 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,022 |
|
| Hartland & Co. LLC |
1516 |
*Closed |
2023-12-31 |
0 |
$0 |
-38 |
|
| PETERSON WEALTH MANAGEMENT |
53 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,257 |
|
| Raleigh Capital Management Inc. |
1013 |
*Closed |
2023-12-31 |
0 |
$0 |
-23 |
|
| GPS Wealth Strategies Group LLC |
1264 |
*Closed |
2023-12-31 |
0 |
$0 |
-26 |
|
| Arista Wealth Management LLC |
38 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,219 |
|
| Miracle Mile Advisors LLC |
513 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,878 |
|
| ROBINSON CAPITAL MANAGEMENT LLC |
213 |
*Closed |
2023-12-31 |
0 |
$0 |
-107,000 |
|
| Stokes Family Office LLC |
276 |
*Closed |
2023-12-31 |
0 |
$0 |
-43,999 |
|
| RFG Advisory Group LLC |
731 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,429 |
|
| Newbridge Financial Services Group Inc. |
1217 |
*Closed |
2024-03-31 |
0 |
$0 |
-204 |
|
| BOS Asset Management LLC |
154 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,847 |
|
| DAVIDSON INVESTMENT ADVISORS |
117 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,233 |
|
| BerganKDV Wealth Management LLC |
975 |
*Closed |
2023-06-30 |
0 |
$0 |
-4 |
|
| CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
256 |
*Closed |
2022-12-31 |
0 |
$0 |
-3,634 |
|
| Cypress Wealth Services LLC |
262 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,502 |
|
| ABSOLUTE INVESTMENT MANAGEMENT LLC |
818 |
*Closed |
2023-12-31 |
0 |
$0 |
-29 |
|
| Clear Perspectives Financial Planning LLC |
213 |
*Closed |
2023-03-31 |
0 |
$0 |
-320 |
|
| STOCK YARDS BANK & TRUST CO |
396 |
*Closed |
2023-12-31 |
0 |
$0 |
-7,115 |
|
| Impact Partnership Wealth LLC |
1044 |
*Closed |
2023-12-31 |
0 |
$0 |
-118 |
|
| EFG Asset Management (Americas) Corp. |
130 |
*Closed |
2024-03-31 |
0 |
$0 |
-36,590 |
|
| Colonial Trust Co / SC |
1017 |
*Closed |
2023-12-31 |
0 |
$0 |
-311 |
|
| WHITTIER TRUST CO |
1715 |
*Closed |
2023-12-31 |
0 |
$0 |
-517 |
|
| Planned Solutions Inc. |
487 |
*Closed |
2024-03-31 |
0 |
$0 |
-165 |
|
| Hennion & Walsh Asset Management Inc. |
850 |
*Closed |
2024-03-31 |
0 |
$0 |
-14,742 |
|
| ACT Advisors LLC. |
50 |
*Closed |
2024-03-31 |
0 |
$0 |
-337,656 |
|
| REGAL INVESTMENT ADVISORS, LLC |
563 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,941 |
|
| GTS SECURITIES LLC |
1776 |
*Closed |
2023-12-31 |
0 |
$0 |
-37,363 |
|
| Lakeview Capital Partners LLC |
419 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,863 |
|
| SYM FINANCIAL CORPORATION |
197 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,530 |
|
| OSBORNE PARTNERS CAPITAL MANAGEMENT |
213 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,339 |
|
| Processus Wealth & Capital Management LLC |
40 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,042 |
|
| Gateway Wealth Partners LLC |
275 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,325 |
|
| RESTON WEALTH MANAGEMENT LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-6,767 |
|
| Westside Investment Management Inc. |
860 |
*Closed |
2024-03-31 |
0 |
$0 |
-210 |
|
| VitalStone Financial LLC |
532 |
*Closed |
2023-12-31 |
0 |
$0 |
-333 |
|
|
50 Records found
|
1
|
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