|
Institutional
Holders
Total
Institutions:
|
697 12 |
|
Total
shares held :
|
154,212,807 |
|
% of shares
held :
|
5.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-44 |
|
Amount
of shares held :
|
-4,159,812 |
|
% of shares
held change :
|
-0.16% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$64.62 |
|
Last
Quarter's Ending
Price :
|
$67.38 |
|
Last
Quarter's Average
Price :
|
$66.67 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.96 (7.44%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
50
|
589,188
|
0.38%
|
|
|
Increased
Positions : |
232
|
6,294,909
|
4.08%
|
|
|
Unchanged
Positions : |
151
|
1,090,541
|
0.71%
|
|
|
Decreased
Positions : |
264
|
-9,840,557
|
-6.38%
|
|
|
Closed
Positions : |
62
|
-1,203,352
|
-0.78%
|
|
|
Guru
Positions : |
2
|
21,156,795
|
13.72%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
EASTOVER INVESTMENT ADVISORS LLC |
15 |
*New |
2024-03-31 |
65,239 |
$6,363,000 |
65,239 |
|
Simplicity WealthLLC |
218 |
*New |
2024-03-31 |
57,321 |
$3,945,000 |
57,321 |
|
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
65 |
*New |
2023-12-31 |
43,900 |
$2,958,000 |
43,900 |
|
WILLIAM BLAIR INVESTMENT MANAGEMENT LLC |
346 |
*New |
2023-12-31 |
27,765 |
$1,871,000 |
27,765 |
|
VAN ECK ASSOCIATES CORP |
907 |
*New |
2024-03-31 |
23,038 |
$1,586,000 |
23,038 |
|
GeoWealth Management LLC |
153 |
*New |
2023-12-31 |
23,471 |
$1,581,000 |
23,471 |
|
17 CAPITAL PARTNERS LLC |
32 |
*New |
2024-03-31 |
19,782 |
$1,362,000 |
19,782 |
|
CAPSTONE INVESTMENT ADVISORS LLC |
322 |
*New |
2024-03-31 |
19,403 |
$1,336,000 |
19,403 |
|
Atomi Financial Group Inc. |
142 |
*New |
2023-12-31 |
13,951 |
$940,000 |
13,951 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
204 |
*New |
2024-03-31 |
10,797 |
$743,000 |
10,797 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
7,280 |
$491,000 |
7,280 |
|
BLUEFIN CAPITAL MANAGEMENT LLC |
60 |
*New |
2023-12-31 |
7,200 |
$482,000 |
7,200 |
|
EPG Wealth Management LLC |
167 |
*New |
2023-12-31 |
7,101 |
$458,000 |
7,101 |
|
ALLIANCEBERNSTEIN L.P. |
2648 |
*New |
2023-12-31 |
6,727 |
$453,000 |
6,727 |
|
Robertson Stephens Wealth Management LLC |
327 |
*New |
2023-12-31 |
6,400 |
$436,000 |
6,400 |
|
J2 Capital Management Inc |
47 |
*New |
2023-09-30 |
6,573 |
$432,000 |
6,573 |
|
DOUGLASS WINTHROP ADVISORS LLC |
185 |
*New |
2023-12-31 |
6,400 |
$431,000 |
6,400 |
|
LAKE STREET ADVISORS GROUP LLC |
237 |
*New |
2023-12-31 |
5,675 |
$387,000 |
5,675 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
268 |
*New |
2023-12-31 |
5,550 |
$374,000 |
5,550 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
331 |
*New |
2024-03-31 |
5,167 |
$363,000 |
5,167 |
|
EP WEALTH ADVISORS, INC. |
566 |
*New |
2023-12-31 |
5,346 |
$360,000 |
5,346 |
|
Apollon Wealth Management LLC |
787 |
*New |
2023-12-31 |
5,014 |
$338,000 |
5,014 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
419 |
*New |
2024-03-31 |
4,548 |
$313,000 |
4,548 |
|
Team Hewins LLC |
260 |
*New |
2023-12-31 |
4,285 |
$292,000 |
4,285 |
|
Joel Isaacson & Co. LLC |
|
*New |
2023-12-31 |
4,333 |
$292,000 |
4,333 |
|
FFT WEALTH MANAGEMENT LLC |
123 |
*New |
2024-03-31 |
4,217 |
$290,000 |
4,217 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2289 |
*New |
2023-12-31 |
4,307 |
$290,000 |
4,307 |
|
CALLAN CAPITAL, LLC |
180 |
*New |
2023-12-31 |
4,195 |
$283,000 |
4,195 |
|
U.S. Capital Wealth Advisors LLC |
564 |
*New |
2023-12-31 |
4,184 |
$282,000 |
4,184 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
309 |
*New |
2024-03-31 |
3,854 |
$265,000 |
3,854 |
|
PFG Investments LLC |
818 |
*New |
2024-03-31 |
3,526 |
$243,000 |
3,526 |
|
Resources Investment Advisors Inc. |
992 |
*New |
2023-12-31 |
3,502 |
$236,000 |
3,502 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
816 |
*New |
2023-12-31 |
3,449 |
$232,000 |
3,449 |
|
Summit Trail Advisors LLC |
541 |
*New |
2024-03-31 |
3,103 |
$216,000 |
3,103 |
|
OARSMAN CAPITAL, INC. |
219 |
*New |
2023-12-31 |
3,203 |
$216,000 |
3,203 |
|
PINNACLE FINANCIAL PARTNERS INC |
|
*New |
2023-12-31 |
3,120 |
$210,000 |
3,120 |
|
Traveka Wealth LLC |
122 |
*New |
2024-03-31 |
3,035 |
$209,000 |
3,035 |
|
OneAscent Financial Services LLC |
359 |
*New |
2024-03-31 |
2,957 |
$204,000 |
2,957 |
|
Pathway Financial Advisors LLC |
164 |
*New |
2024-03-31 |
2,930 |
$202,000 |
2,930 |
|
Alera Investment Advisors LLC |
|
*New |
2023-12-31 |
2,995 |
$202,000 |
2,995 |
|
SPC FINANCIAL, INC. |
221 |
*New |
2023-12-31 |
3,000 |
$202,000 |
3,000 |
|
Garde Capital Inc. |
239 |
*New |
2023-12-31 |
1,751 |
$118,000 |
1,751 |
|
Opal Wealth Advisors LLC |
198 |
*New |
2024-03-31 |
1,098 |
$76,000 |
1,098 |
|
MATHER GROUP, INC. |
850 |
*New |
2024-03-31 |
810 |
$55,000 |
810 |
|
ATLAS CAPITAL ADVISORS LLC |
538 |
*New |
2024-03-31 |
665 |
$46,000 |
665 |
|
Ahrens Investment Partners LLC |
373 |
*New |
2023-03-31 |
602 |
$36,000 |
602 |
|
CFG ASSET MANAGEMENT LLC |
206 |
*New |
2023-12-31 |
514 |
$35,000 |
514 |
|
FSA Wealth Management LLC |
203 |
*New |
2023-12-31 |
400 |
$27,000 |
400 |
|
Operose Advisors LLC |
324 |
*New |
2023-12-31 |
373 |
$25,000 |
373 |
|
Rise Advisors LLC |
562 |
*New |
2024-03-31 |
337 |
$23,000 |
337 |
|
YHB INVESTMENT ADVISORS, INC. |
695 |
*New |
2024-03-31 |
150 |
$10,000 |
150 |
|
Cranbrook Wealth Management LLC |
230 |
*New |
2024-03-31 |
151 |
$10,000 |
151 |
|
REDMONT WEALTH ADVISORS LLC |
223 |
*New |
2024-03-31 |
90 |
$6,000 |
90 |
|
Garner Asset Management Corp |
286 |
*New |
2023-12-31 |
100 |
$6,000 |
100 |
|
ATWOOD & PALMER INC |
339 |
*New |
2024-03-31 |
58 |
$4,000 |
58 |
|
FIRST FINANCIAL CORP /IN/ |
429 |
*New |
2024-03-31 |
51 |
$4,000 |
51 |
|
Cedar Mountain Advisors LLC |
262 |
*New |
2024-03-31 |
50 |
$3,000 |
50 |
|
VisionPoint Advisory Group LLC |
562 |
*New |
2023-12-31 |
50 |
$3,000 |
50 |
|
Beaird Harris Wealth Management LLC |
432 |
*New |
2023-12-31 |
40 |
$3,000 |
40 |
|
DecisionPoint Financial LLC |
176 |
*New |
2023-12-31 |
33 |
$2,000 |
33 |
|
CLARIVEST ASSET MANAGEMENT LLC |
565 |
*New |
2023-12-31 |
30 |
$2,000 |
30 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
1242 |
*New |
2023-12-31 |
7 |
$0 |
7 |
|
|
62 Records found
|
1
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