|
Institutional
Holders
Total
Institutions:
|
22 3 |
|
Total
shares held :
|
71,082 |
|
% of shares
held :
|
5.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
1,818 |
|
% of shares
held change :
|
0.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$93.83 |
|
Last
Quarter's Ending
Price :
|
$104.47 |
|
Last
Quarter's Average
Price :
|
$97.25 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
14.66 (15.07%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Advisor Group Holdings Inc. |
1952 |
- |
2023-12-31 |
17,072 |
$1,784,000 |
-756 |
|
LPL FINANCIAL CORP |
3023 |
- |
2023-12-31 |
9,403 |
$982,000 |
-471 |
|
9258 Wealth Management LLC |
|
- |
2024-03-31 |
7,020 |
$821,000 |
0 |
|
Caerus Investment Advisors LLC |
19 |
- |
2024-03-31 |
5,920 |
$692,000 |
0 |
|
MORGAN STANLEY |
4993 |
- |
2023-12-31 |
6,509 |
$680,000 |
-6 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2474 |
- |
2024-03-31 |
4,347 |
$508,000 |
400 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2865 |
- |
2024-03-31 |
3,877 |
$453,000 |
0 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
3,575 |
$418,000 |
0 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
3,801 |
$397,000 |
-24 |
|
ANCORA ADVISORS, LLC |
549 |
- |
2023-12-31 |
3,035 |
$317,000 |
0 |
|
CITADEL ADVISORS LLC |
4251 |
*New |
2023-12-31 |
2,337 |
$244,000 |
2,337 |
|
Sontag Advisory LLC |
613 |
*New |
2023-12-31 |
1,931 |
$202,000 |
1,931 |
|
WELLS FARGO & CO/MN |
4626 |
- |
2023-12-31 |
500 |
$52,000 |
0 |
|
Parallel Advisors LLC |
1432 |
- |
2023-12-31 |
480 |
$50,000 |
6 |
|
UBS Group AG |
5337 |
- |
2023-12-31 |
412 |
$43,000 |
98 |
|
CWM LLC |
2460 |
- |
2024-03-31 |
324 |
$38,000 |
0 |
|
Westside Investment Management Inc. |
416 |
- |
2024-03-31 |
267 |
$31,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1706 |
- |
2023-12-31 |
279 |
$29,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2373 |
- |
2023-12-31 |
200 |
$21,000 |
0 |
|
ROYAL BANK OF CANADA |
5614 |
- |
2023-12-31 |
185 |
$19,000 |
0 |
|
Global Retirement Partners LLC |
2028 |
*New |
2024-03-31 |
100 |
$12,000 |
100 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
First Command Advisory Services Inc. |
|
*Closed |
2024-03-31 |
0 |
$0 |
-8 |
|
|
23 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|