|
Institutional
Holders
Total
Institutions:
|
197 6 |
|
Total
shares held :
|
19,873,899 |
|
% of shares
held :
|
81.08% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
861,060 |
|
% of shares
held change :
|
3.51% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.96 |
|
Last
Quarter's Ending
Price :
|
$67.32 |
|
Last
Quarter's Average
Price :
|
$53.56 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.76 (5.15%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Pacer Advisors Inc. |
126 |
*New |
2023-12-31 |
1,057,449 |
$71,187,000 |
1,057,449 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
664 |
*New |
2023-12-31 |
18,941 |
$1,275,000 |
18,941 |
|
Comprehensive Portfolio Management LLC |
470 |
*New |
2024-03-31 |
12,326 |
$638,000 |
12,326 |
|
Taylor Hoffman Wealth Management |
67 |
*New |
2023-12-31 |
8,172 |
$550,000 |
8,172 |
|
KISTLERTIFFANY COMPANIES, LLC |
189 |
*New |
2023-06-30 |
10,307 |
$515,000 |
10,307 |
|
Krane Funds Advisors LLC |
58 |
*New |
2024-03-31 |
9,373 |
$476,000 |
9,373 |
|
Toroso Investments LLC |
1133 |
*New |
2023-12-31 |
4,746 |
$320,000 |
4,746 |
|
Independent Advisor Alliance |
623 |
*New |
2023-12-31 |
3,264 |
$220,000 |
3,264 |
|
Vestcor Investment Management Corp |
981 |
*New |
2023-12-31 |
3,086 |
$208,000 |
3,086 |
|
ADVISORY SERVICES NETWORK, LLC |
1404 |
*New |
2023-12-31 |
2,266 |
$153,000 |
2,266 |
|
Disciplined Equity Management Inc. |
53 |
*New |
2023-12-31 |
2,000 |
$135,000 |
2,000 |
|
State of Wyoming |
1280 |
*New |
2023-12-31 |
794 |
$53,000 |
794 |
|
Quarry LP |
537 |
*New |
2023-12-31 |
409 |
$28,000 |
409 |
|
Steward Partners Investment Advisory LLC |
2306 |
*New |
2023-12-31 |
350 |
$24,000 |
350 |
|
SALEM INVESTMENT COUNSELORS INC |
756 |
*New |
2024-03-31 |
300 |
$16,000 |
300 |
|
Dunhill Financial LLC |
290 |
*New |
2023-12-31 |
67 |
$5,000 |
67 |
|
FTB Advisors Inc. |
1997 |
*New |
2024-03-31 |
36 |
$2,000 |
36 |
|
JFS WEALTH ADVISORS, LLC |
1450 |
*New |
2023-12-31 |
30 |
$2,000 |
30 |
|
Glassman Wealth Services |
1414 |
*New |
2023-12-31 |
36 |
$2,000 |
36 |
|
UMB BANK N A/MO |
1661 |
*New |
2024-03-31 |
14 |
$1,000 |
14 |
|
EverSource Wealth Advisors LLC |
2552 |
*New |
2023-12-31 |
7 |
$0 |
7 |
|
|
21 Records found
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1
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