| |
Institutional
Holders
Total
Institutions:
 |
206  13 |
|
|
Total
shares held :
|
19,853,248 |
|
|
% of shares
held :
|
31.41% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
|
Amount
of shares held :
|
6,683,924 |
|
|
% of shares
held change :
|
10.58% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.47 |
|
|
Last
Quarter's Ending
Price :
|
$50.70 |
|
|
Last
Quarter's Average
Price :
|
$41.46 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
12.05 (29.06%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Howard Capital Management Inc. |
6 |
*New |
2023-12-31 |
345,380 |
$17,511,000 |
345,380 |
|
| PATHSTONE FAMILY OFFICE, LLC |
248 |
*New |
2023-09-30 |
158,660 |
$5,651,000 |
158,660 |
|
| Orion Portfolio Solutions LLC |
281 |
*New |
2023-12-31 |
114,336 |
$5,574,000 |
114,336 |
|
| Simplicity WealthLLC |
236 |
*New |
2024-03-31 |
59,060 |
$3,636,000 |
59,060 |
|
| Bleakley Financial Group LLC |
|
*New |
2023-12-31 |
59,500 |
$3,017,000 |
59,500 |
|
| Sawtooth Asset Management Inc. |
219 |
*New |
2023-12-31 |
59,500 |
$3,017,000 |
59,500 |
|
| Q3 Asset Management |
22 |
*New |
2024-03-31 |
32,055 |
$1,973,000 |
32,055 |
|
| Headlands Technologies LLC |
43 |
*New |
2023-12-31 |
29,050 |
$1,473,000 |
29,050 |
|
| Sheaff Brock Investment Advisors LLC |
139 |
*New |
2023-12-31 |
26,095 |
$1,323,000 |
26,095 |
|
| Ground Swell Capital LLC |
4 |
*New |
2023-12-31 |
23,725 |
$1,203,000 |
23,725 |
|
| HAP TRADING, LLC |
78 |
*New |
2023-12-31 |
17,517 |
$888,000 |
17,517 |
|
| Tactive Advisors LLC |
36 |
*New |
2023-12-31 |
13,471 |
$683,000 |
13,471 |
|
| Alpha Cubed Investments LLC |
134 |
*New |
2024-03-31 |
10,000 |
$616,000 |
10,000 |
|
| COLONY GROUP, LLC |
574 |
*New |
2023-12-31 |
10,207 |
$517,000 |
10,207 |
|
| ESSEX FINANCIAL SERVICES INC |
373 |
*New |
2024-03-31 |
6,173 |
$380,000 |
6,173 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
416 |
*New |
2023-12-31 |
7,471 |
$378,000 |
7,471 |
|
| Foundations Investment Advisors LLC |
499 |
*New |
2023-12-31 |
6,616 |
$361,000 |
6,616 |
|
| Atlantic Trust Group LLC |
884 |
*New |
2023-12-31 |
7,037 |
$357,000 |
7,037 |
|
| Change Path LLC |
450 |
*New |
2023-12-31 |
6,879 |
$349,000 |
6,879 |
|
| Crew Capital Management Ltd. |
54 |
*New |
2023-12-31 |
6,799 |
$345,000 |
6,799 |
|
| Sepio Capital LLC |
240 |
*New |
2023-12-31 |
6,481 |
$329,000 |
6,481 |
|
| HERON FINANCIAL GROUP LLC |
114 |
*New |
2023-06-30 |
7,000 |
$287,000 |
7,000 |
|
| RATHBONE BROTHERS PLC |
496 |
*New |
2023-12-31 |
5,000 |
$254,000 |
5,000 |
|
| MML INVESTORS SERVICES LLC |
2153 |
*New |
2023-12-31 |
4,951 |
$251,000 |
4,951 |
|
| Carnick & Kubik Group LLC |
196 |
*New |
2024-03-31 |
3,959 |
$244,000 |
3,959 |
|
| CIBC WORLD MARKETS INC. |
1042 |
*New |
2023-12-31 |
4,730 |
$240,000 |
4,730 |
|
| KEYBANK NATIONAL ASSOCIATION/OH |
981 |
*New |
2023-12-31 |
4,713 |
$239,000 |
4,713 |
|
| Purus Wealth Management LLC |
100 |
*New |
2024-03-31 |
3,811 |
$235,000 |
3,811 |
|
| Golden State Equity Partners |
328 |
*New |
2023-12-31 |
4,385 |
$222,000 |
4,385 |
|
| Steele Capital Management Inc. |
164 |
*New |
2024-03-31 |
3,455 |
$213,000 |
3,455 |
|
| XY Capital Ltd |
|
*New |
2023-12-31 |
4,192 |
$213,000 |
4,192 |
|
| Rodgers & Associates LTD |
83 |
*New |
2023-12-31 |
4,202 |
$213,000 |
4,202 |
|
| Joule Financial LLC |
100 |
*New |
2023-12-31 |
4,177 |
$212,000 |
4,177 |
|
| Ignite Planners LLC |
265 |
*New |
2024-03-31 |
3,335 |
$207,000 |
3,335 |
|
| DROMS STRAUSS ADVISORS INC /MO/ /ADV |
61 |
*New |
2023-12-31 |
4,000 |
$203,000 |
4,000 |
|
| Global Assets Advisory LLC |
455 |
*New |
2024-03-31 |
11,720 |
$189,000 |
11,720 |
|
| Truvestments Capital LLC |
247 |
*New |
2023-12-31 |
2,230 |
$113,000 |
2,230 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
563 |
*New |
2024-03-31 |
1,020 |
$63,000 |
1,020 |
|
| HAZLETT BURT & WATSON INC. |
|
*New |
2023-12-31 |
1,001 |
$51,000 |
1,001 |
|
| Ahrens Investment Partners LLC |
326 |
*New |
2023-03-31 |
1,713 |
$48,000 |
1,713 |
|
| WESTEND CAPITAL MANAGEMENT LLC |
73 |
*New |
2024-03-31 |
780 |
$48,000 |
780 |
|
| IFP Advisors Inc |
1556 |
*New |
2023-12-31 |
867 |
$44,000 |
867 |
|
| Scarborough Advisors LLC |
496 |
*New |
2023-12-31 |
78 |
$4,000 |
78 |
|
| Dunhill Financial LLC |
351 |
*New |
2023-12-31 |
64 |
$3,000 |
64 |
|
| SageView Advisory Group LLC |
646 |
*New |
2023-12-31 |
15,101 |
$0 |
15,101 |
|
| HARVEST GROUP WEALTH MANAGEMENT LLC |
203 |
*New |
2023-03-31 |
6 |
$0 |
6 |
|
|
46 Records found
|
1
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