|
Institutional
Holders
Total
Institutions:
|
48 4 |
|
Total
shares held :
|
390,676 |
|
% of shares
held :
|
2.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-10 |
|
Amount
of shares held :
|
-124,170 |
|
% of shares
held change :
|
-0.88% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$42.88 |
|
Last
Quarter's Ending
Price :
|
$55.20 |
|
Last
Quarter's Average
Price :
|
$47.03 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
15.76 (33.51%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
TOTH FINANCIAL ADVISORY CORP |
49 |
- |
2024-03-31 |
89,668 |
$6,126,000 |
-1,685 |
|
HIGHTOWER ADVISORS, LLC |
1275 |
- |
2023-12-31 |
46,675 |
$2,578,000 |
-849 |
|
Cassaday & Co Wealth Management LLC |
65 |
- |
2023-12-31 |
30,801 |
$1,700,000 |
0 |
|
Advisor Group Holdings Inc. |
2242 |
- |
2023-12-31 |
23,476 |
$1,296,000 |
-16,676 |
|
ENVESTNET ASSET MANAGEMENT INC |
2918 |
- |
2023-12-31 |
18,145 |
$1,002,000 |
-3,174 |
|
9258 Wealth Management LLC |
120 |
- |
2023-12-31 |
17,450 |
$963,000 |
0 |
|
Kestra Advisory Services LLC |
1188 |
- |
2023-12-31 |
16,035 |
$885,000 |
3 |
|
SYNOVUS FINANCIAL CORP |
467 |
- |
2023-12-31 |
15,000 |
$828,000 |
0 |
|
ROANOKE ASSET MANAGEMENT CORP/ NY |
59 |
- |
2023-12-31 |
13,440 |
$742,000 |
0 |
|
CAPITAL INVESTMENT COUNSEL INC |
96 |
- |
2024-03-31 |
9,555 |
$653,000 |
-100 |
|
CITADEL ADVISORS LLC |
3465 |
- |
2023-12-31 |
10,283 |
$568,000 |
-38,462 |
|
CI Private Wealth LLC |
1564 |
- |
2023-12-31 |
9,977 |
$551,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
1344 |
- |
2023-12-31 |
9,335 |
$515,000 |
7,559 |
|
Atlantic Trust Group LLC |
803 |
- |
2023-12-31 |
9,000 |
$497,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
1579 |
- |
2023-12-31 |
8,190 |
$452,000 |
0 |
|
Chicago Partners Investment Group LLC |
484 |
- |
2024-03-31 |
6,718 |
$435,000 |
4 |
|
BLAIR WILLIAM & CO/IL |
1150 |
- |
2023-12-31 |
6,780 |
$374,000 |
-75 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
6,000 |
$331,000 |
0 |
|
WSFS CAPITAL MANAGEMENT LLC |
329 |
- |
2023-12-31 |
5,720 |
$316,000 |
-165 |
|
TrinityPoint Wealth LLC |
235 |
- |
2023-12-31 |
5,484 |
$303,000 |
0 |
|
KENNEDY INVESTMENT GROUP |
100 |
- |
2024-03-31 |
4,100 |
$280,000 |
0 |
|
Belvedere Trading LLC |
63 |
*New |
2023-12-31 |
5,045 |
$278,000 |
5,045 |
|
ARGI INVESTMENT SERVICES, LLC |
372 |
- |
2022-12-31 |
6,000 |
$274,000 |
0 |
|
SAVANT CAPITAL MANAGEMENT INC |
771 |
- |
2023-12-31 |
4,250 |
$235,000 |
-2,000 |
|
Qube Research & Technologies Ltd |
2392 |
- |
2023-12-31 |
3,822 |
$211,000 |
-600 |
|
SRS Capital Advisors Inc. |
322 |
- |
2023-12-31 |
2,686 |
$148,000 |
0 |
|
HARBOR INVESTMENT ADVISORY LLC |
388 |
- |
2024-03-31 |
2,100 |
$143,000 |
0 |
|
MORGAN STANLEY |
5640 |
- |
2023-12-31 |
2,408 |
$133,000 |
2,332 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
1,850 |
$102,000 |
0 |
|
BANK OF AMERICA CORP /DE/ |
5278 |
- |
2023-12-31 |
1,815 |
$100,000 |
0 |
|
Spire Wealth Management |
1028 |
- |
2024-03-31 |
1,269 |
$87,000 |
-67 |
|
CITIGROUP INC |
3364 |
- |
2023-12-31 |
1,435 |
$79,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2945 |
- |
2023-12-31 |
1,129 |
$63,000 |
0 |
|
Goss Wealth Management LLC |
2128 |
- |
2023-12-31 |
1,133 |
$63,000 |
0 |
|
CWM LLC |
2150 |
- |
2024-03-31 |
900 |
$61,000 |
-31 |
|
ADVISORY SERVICES NETWORK, LLC |
1919 |
*New |
2023-12-31 |
1,024 |
$57,000 |
1,024 |
|
US BANCORP |
2826 |
- |
2023-12-31 |
600 |
$33,000 |
0 |
|
Main Street Group LTD |
269 |
- |
2023-12-31 |
600 |
$33,000 |
0 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
262 |
- |
2024-03-31 |
420 |
$29,000 |
0 |
|
COLONIAL ASSET MANAGEMENT, INC. |
443 |
- |
2023-12-31 |
300 |
$17,000 |
0 |
|
UBS Group AG |
5897 |
- |
2023-12-31 |
291 |
$16,000 |
-426 |
|
VIMA LLC |
215 |
- |
2023-12-31 |
246 |
$14,000 |
0 |
|
VALLEY NATIONAL ADVISERS INC |
682 |
- |
2024-03-31 |
120 |
$8,000 |
0 |
|
Ronald Blue Trust Inc. |
1808 |
- |
2023-12-31 |
137 |
$6,000 |
0 |
|
HAZLETT BURT & WATSON INC. |
602 |
- |
2024-03-31 |
60 |
$4,000 |
0 |
|
EverSource Wealth Advisors LLC |
2544 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
Client First Investment Management LLC |
25 |
*Closed |
2024-03-31 |
0 |
$0 |
-43,150 |
|
SIMPLEX TRADING LLC |
2384 |
*Closed |
2024-03-31 |
0 |
$0 |
-47 |
|
Glassman Wealth Services |
956 |
*Closed |
2024-03-31 |
0 |
$0 |
-234 |
|
WELLS FARGO & CO/MN |
6219 |
- |
2023-12-31 |
2 |
$0 |
1 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3322 |
*Closed |
2023-12-31 |
0 |
$0 |
-202 |
|
Geneos Wealth Management Inc. |
|
*Closed |
2023-12-31 |
0 |
$0 |
-101 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6170 |
*Closed |
2023-12-31 |
0 |
$0 |
-37,788 |
|
GOLDMAN SACHS GROUP INC/ |
4688 |
*Closed |
2023-12-31 |
0 |
$0 |
-33,277 |
|
DIMENSION CAPITAL MANAGEMENT PARTNERS |
114 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,100 |
|
PROEQUITIES INC. |
7733 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
J P MORGAN CHASE & CO |
6334 |
*Closed |
2023-12-31 |
0 |
$0 |
-40 |
|
|
57 Records found
|
1
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