| |
Institutional
Holders
Total
Institutions:
 |
89  8 |
|
|
Total
shares held :
|
7,663,738 |
|
|
% of shares
held :
|
76.56% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -12 |
|
|
Amount
of shares held :
|
-178,664 |
|
|
% of shares
held change :
|
-1.78% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
|
Last
Quarter's Ending
Price :
|
N/A |
|
|
Last
Quarter's Average
Price :
|
N/A |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  NORTHERN TRUST CORP |
98 |
- |
2023-12-31 |
6,054,890 |
$1,104,871,000 |
-130,059 |
|
| CAPTRUST FINANCIAL ADVISORS |
151 |
- |
2023-12-31 |
192,347 |
$35,099,000 |
-605 |
|
| Capstone Financial Advisors Inc. |
14 |
- |
2023-12-31 |
167,729 |
$30,607,000 |
-2,414 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
415 |
- |
2024-03-31 |
128,314 |
$25,456,000 |
-12,880 |
|
| EFFICIENT ADVISORS, LLC |
26 |
- |
2024-03-31 |
117,016 |
$23,214,000 |
-5,123 |
|
| MORGAN STANLEY |
2542 |
- |
2023-12-31 |
125,887 |
$22,971,000 |
-98 |
|
| RVW Wealth LLC |
22 |
- |
2024-03-31 |
86,095 |
$17,080,000 |
-2,257 |
|
| LPL FINANCIAL CORP |
1599 |
- |
2024-03-31 |
32,332 |
$6,414,000 |
-1,070 |
|
| SENTINEL TRUST CO LBA |
18 |
- |
2023-12-31 |
31,157 |
$5,685,000 |
-65 |
|
| Ballentine Capital Advisors Inc |
12 |
- |
2024-03-31 |
14,655 |
$2,894,000 |
-9 |
|
| Goldstein Advisors LLC |
29 |
- |
2023-12-31 |
14,089 |
$2,571,000 |
-111 |
|
| WELLS FARGO & CO/MN |
2421 |
- |
2024-03-31 |
12,610 |
$2,502,000 |
-2,364 |
|
| BRIDGES INVESTMENT MANAGEMENT INC |
106 |
- |
2024-03-31 |
10,486 |
$2,080,000 |
-10 |
|
| BANK OF NEW YORK MELLON CORP |
2977 |
- |
2024-03-31 |
6,799 |
$1,349,000 |
-200 |
|
| Private Ocean LLC |
53 |
- |
2024-03-31 |
6,592 |
$1,308,000 |
-528 |
|
| Integrated Wealth Concepts LLC |
647 |
- |
2023-12-31 |
6,592 |
$1,203,000 |
-135 |
|
| GOLDMAN SACHS GROUP INC/ |
3433 |
- |
2023-12-31 |
6,511 |
$1,188,000 |
-1,599 |
|
| Advisor Group Holdings Inc. |
2184 |
- |
2024-03-31 |
5,889 |
$1,168,000 |
-166 |
|
| PARK NATIONAL CORP /OH/ |
175 |
- |
2024-03-31 |
4,243 |
$842,000 |
-17 |
|
| BANK OF AMERICA CORP /DE/ |
4130 |
- |
2023-12-31 |
4,556 |
$831,000 |
-172 |
|
| J P MORGAN CHASE & CO |
3755 |
- |
2024-03-31 |
2,404 |
$477,000 |
-200 |
|
| BANK OF MONTREAL /CAN/ |
2157 |
- |
2023-12-31 |
2,243 |
$412,000 |
-256 |
|
| TOWER RESEARCH CAPITAL LLC |
1577 |
- |
2023-12-31 |
2,124 |
$388,000 |
-1,430 |
|
| Colonial River Wealth Management LLC |
106 |
- |
2024-03-31 |
1,707 |
$339,000 |
-351 |
|
| Qube Research & Technologies Ltd |
2177 |
- |
2023-12-31 |
1,829 |
$334,000 |
-563 |
|
| FLOW TRADERS U.S. LLC |
563 |
- |
2023-12-31 |
1,800 |
$328,000 |
-5,437 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1434 |
- |
2023-09-30 |
2,000 |
$326,000 |
-7,780 |
|
| Wealth Architects LLC |
149 |
- |
2023-12-31 |
1,758 |
$321,000 |
-15 |
|
| C2P Capital Advisory Group LLC d.b.a. Prosperity C |
256 |
- |
2024-03-31 |
1,529 |
$303,000 |
-57 |
|
| CITADEL ADVISORS LLC |
4165 |
- |
2023-12-31 |
1,478 |
$270,000 |
-1,681 |
|
| BLAIR WILLIAM & CO/IL |
1410 |
- |
2024-03-31 |
956 |
$190,000 |
-52 |
|
| BESSEMER GROUP INC |
1068 |
- |
2023-12-31 |
950 |
$173,000 |
-950 |
|
|
32 Records found
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1
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