|
Institutional
Holders
Total
Institutions:
|
45 6 |
|
Total
shares held :
|
698,987 |
|
% of shares
held :
|
19.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
-119,163 |
|
% of shares
held change :
|
-3.4% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$58.61 |
|
Last
Quarter's Ending
Price :
|
$56.28 |
|
Last
Quarter's Average
Price :
|
$57.94 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.21 (8.99%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
2133 |
- |
2023-12-31 |
47,945 |
$2,698,000 |
-3,143 |
|
AMERIPRISE FINANCIAL INC |
2694 |
- |
2023-12-31 |
44,263 |
$2,490,000 |
-14,441 |
|
BANK OF MONTREAL /CAN/ |
1412 |
- |
2023-12-31 |
28,982 |
$1,679,000 |
-8,424 |
|
ROYAL BANK OF CANADA |
2734 |
- |
2023-12-31 |
27,835 |
$1,567,000 |
-115 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
105 |
- |
2023-12-31 |
27,582 |
$1,552,000 |
-640 |
|
Sargent Bickham Lagudis LLC |
118 |
- |
2022-12-31 |
22,931 |
$1,291,000 |
-10,959 |
|
Emerald Investment Partners LLC |
|
- |
2023-12-31 |
9,721 |
$547,000 |
-170 |
|
UBS Group AG |
3915 |
- |
2023-12-31 |
9,134 |
$514,000 |
-376 |
|
Kestra Advisory Services LLC |
1517 |
- |
2023-12-31 |
8,901 |
$501,000 |
-83 |
|
Advisor Group Holdings Inc. |
3426 |
- |
2023-12-31 |
6,335 |
$357,000 |
-4,304 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2514 |
- |
2023-12-31 |
5,641 |
$317,000 |
-398 |
|
ENVESTNET ASSET MANAGEMENT INC |
3711 |
- |
2023-12-31 |
4,239 |
$239,000 |
-288 |
|
CFG ASSET MANAGEMENT LLC |
170 |
- |
2023-12-31 |
1,350 |
$76,000 |
-216 |
|
CWM LLC |
2621 |
- |
2024-03-31 |
486 |
$30,000 |
-25 |
|
|
14 Records found
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1
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Page 1 of 1 |
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