| |
Institutional
Holders
Total
Institutions:
 |
36  3 |
|
|
Total
shares held :
|
4,451,942 |
|
|
% of shares
held :
|
9.47% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
|
Amount
of shares held :
|
137,870 |
|
|
% of shares
held change :
|
 0.29% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.78 |
|
|
Last
Quarter's Ending
Price :
|
$51.03 |
|
|
Last
Quarter's Average
Price :
|
$48.69 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
4.69 (9.64%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Asset Dedication LLC |
133 |
- |
2024-03-31 |
27,540 |
$1,415,000 |
-408 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
2138 |
- |
2024-03-31 |
21,822 |
$1,120,000 |
-18,512 |
|
| Wealth Architects LLC |
67 |
- |
2023-12-31 |
21,427 |
$1,093,000 |
-2,064 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2953 |
- |
2024-03-31 |
13,958 |
$717,000 |
-342 |
|
| BANK OF NEW YORK MELLON CORP |
3322 |
- |
2024-03-31 |
13,137 |
$674,000 |
-4,939 |
|
| DiMeo Schneider & Associates L.L.C. |
73 |
- |
2024-03-31 |
11,981 |
$615,000 |
-12,073 |
|
| MORGAN STANLEY |
5166 |
- |
2023-12-31 |
8,793 |
$449,000 |
-11,024 |
|
| Advisor Group Holdings Inc. |
3710 |
- |
2024-03-31 |
3,673 |
$189,000 |
-65 |
|
| BANK OF AMERICA CORP /DE/ |
5339 |
- |
2023-12-31 |
1,653 |
$84,000 |
-10,993 |
|
| UBS Group AG |
6464 |
- |
2023-12-31 |
82 |
$4,000 |
-347 |
|
| WELLS FARGO & CO/MN |
6167 |
- |
2024-03-31 |
0 |
$0 |
-2,595 |
|
|
11 Records found
|
1
|
Page 1 of 1 |
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