|
Institutional
Holders
Total
Institutions:
|
342 8 |
|
Total
shares held :
|
5,999,988 |
|
% of shares
held :
|
4.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-45 |
|
Amount
of shares held :
|
-1,892,012 |
|
% of shares
held change :
|
-1.39% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$170.23 |
|
Last
Quarter's Ending
Price :
|
$189.94 |
|
Last
Quarter's Average
Price :
|
$175.54 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
19.85 (11.31%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Beacon Capital Management Inc. |
4 |
- |
2024-03-31 |
844,957 |
$172,185,000 |
582,123 |
|
Empower Advisory Group LLC |
100 |
- |
2023-12-31 |
308,885 |
$58,670,000 |
672 |
|
MANUFACTURERES LIFE INSURANCE CO |
313 |
- |
2023-12-31 |
278,430 |
$52,885,000 |
5,537 |
|
Personal Capital Advisors Corp |
96 |
- |
2022-12-31 |
298,358 |
$50,781,000 |
10,136 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
216 |
- |
2023-12-31 |
205,255 |
$38,994,000 |
3,284 |
|
UBS Group AG |
1007 |
- |
2023-12-31 |
126,665 |
$24,059,000 |
5,177 |
|
CI Private Wealth LLC |
411 |
- |
2023-12-31 |
92,209 |
$17,514,000 |
120 |
|
Green Harvest Asset Management LLC |
37 |
- |
2023-12-31 |
70,831 |
$13,454,000 |
4,093 |
|
J P MORGAN CHASE & CO |
1869 |
- |
2023-12-31 |
66,881 |
$12,704,000 |
39,678 |
|
Ameritas Advisory Services LLC |
40 |
- |
2023-12-31 |
64,722 |
$12,291,000 |
60,280 |
|
KCM INVESTMENT ADVISORS LLC |
75 |
- |
2023-12-31 |
40,481 |
$7,689,000 |
2,120 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
924 |
- |
2024-03-31 |
37,186 |
$7,602,000 |
2,117 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
420 |
- |
2023-09-30 |
43,385 |
$7,485,000 |
970 |
|
Lido Advisors LLC |
191 |
- |
2023-12-31 |
38,940 |
$7,396,000 |
6,962 |
|
Strengthening Families & Communities LLC |
4 |
- |
2023-12-31 |
37,355 |
$7,095,000 |
2,469 |
|
M HOLDINGS SECURITIES, INC. |
25 |
- |
2023-12-31 |
36,800 |
$6,990,000 |
676 |
|
Strategic Wealth Designers |
31 |
- |
2023-12-31 |
36,366 |
$6,907,000 |
1,794 |
|
NARWHAL CAPITAL MANAGEMENT |
45 |
- |
2024-03-31 |
30,560 |
$6,247,000 |
1,406 |
|
EXCHANGE TRADED CONCEPTS LLC |
161 |
- |
2024-03-31 |
25,253 |
$5,162,000 |
12,153 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
35 |
- |
2024-03-31 |
24,704 |
$5,050,000 |
472 |
|
Vickerman Investment Advisors Inc. |
18 |
- |
2023-12-31 |
22,003 |
$4,179,000 |
2,034 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1333 |
- |
2023-12-31 |
19,732 |
$3,748,000 |
4,457 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
957 |
- |
2024-03-31 |
16,647 |
$3,403,000 |
5,181 |
|
Visionary Wealth Advisors |
113 |
- |
2023-12-31 |
17,839 |
$3,388,000 |
46 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
975 |
- |
2023-12-31 |
17,788 |
$3,379,000 |
1,191 |
|
Wealthcare Advisory Partners LLC |
164 |
- |
2024-03-31 |
15,637 |
$3,197,000 |
235 |
|
MML INVESTORS SERVICES LLC |
812 |
- |
2023-12-31 |
15,874 |
$3,015,000 |
3,673 |
|
Foundations Investment Advisors LLC |
193 |
- |
2023-12-31 |
14,811 |
$2,743,000 |
1,798 |
|
NOVARE CAPITAL MANAGEMENT LLC |
76 |
- |
2023-12-31 |
13,811 |
$2,623,000 |
675 |
|
SAGE RHINO CAPITAL LLC |
46 |
- |
2024-03-31 |
11,068 |
$2,263,000 |
135 |
|
JANE STREET GROUP LLC |
2369 |
- |
2023-12-31 |
11,015 |
$2,092,000 |
11,015 |
|
CIBC WORLD MARKETS INC. |
526 |
- |
2023-12-31 |
10,962 |
$2,082,000 |
126 |
|
CAPTRUST FINANCIAL ADVISORS |
910 |
- |
2023-12-31 |
10,472 |
$1,989,000 |
4,022 |
|
MASSMUTUAL TRUST CO FSB/ADV |
188 |
- |
2024-03-31 |
9,520 |
$1,946,000 |
247 |
|
Proquility Private Wealth Partners LLC |
48 |
- |
2023-12-31 |
8,640 |
$1,641,000 |
1,423 |
|
AE Wealth Management LLC |
984 |
- |
2023-12-31 |
8,512 |
$1,557,000 |
1,009 |
|
EQIS CAPITAL MANAGEMENT, INC. |
156 |
- |
2023-12-31 |
8,030 |
$1,525,000 |
2,711 |
|
Cresset Asset Management LLC |
703 |
- |
2023-12-31 |
7,891 |
$1,499,000 |
78 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1072 |
- |
2024-03-31 |
7,269 |
$1,486,000 |
67 |
|
ATLAS CAPITAL ADVISORS LLC |
82 |
- |
2024-03-31 |
7,141 |
$1,460,000 |
169 |
|
EUDAIMONIA ADVISORS LLC |
39 |
- |
2024-03-31 |
6,834 |
$1,397,000 |
1,945 |
|
Trinity Legacy Partners LLC |
58 |
- |
2024-03-31 |
6,671 |
$1,364,000 |
735 |
|
VISTA INVESTMENT MANAGEMENT |
48 |
- |
2023-12-31 |
7,120 |
$1,352,000 |
269 |
|
PROEQUITIES INC. |
227 |
- |
2023-12-31 |
6,624 |
$1,258,000 |
2,581 |
|
Lebenthal Global Advisors LLC |
42 |
- |
2023-12-31 |
6,445 |
$1,224,000 |
2,738 |
|
Steward Partners Investment Advisory LLC |
681 |
- |
2023-12-31 |
5,917 |
$1,124,000 |
280 |
|
BRIGHTON JONES LLC |
192 |
- |
2023-12-31 |
5,777 |
$1,097,000 |
62 |
|
IHT Wealth Management LLC |
366 |
- |
2023-12-31 |
5,638 |
$1,071,000 |
1,596 |
|
VALMARK ADVISERS INC |
239 |
- |
2023-12-31 |
5,529 |
$1,050,000 |
763 |
|
KANAWHA CAPITAL MANAGEMENT LLC |
110 |
- |
2023-12-31 |
5,268 |
$1,001,000 |
30 |
|
Stratos Wealth Partners LTD. |
657 |
- |
2024-03-31 |
4,640 |
$949,000 |
96 |
|
PROSPERA FINANCIAL SERVICES |
486 |
- |
2023-12-31 |
4,949 |
$940,000 |
61 |
|
Curran Financial Partners LLC |
48 |
- |
2023-12-31 |
5,067 |
$918,000 |
5,067 |
|
180 WEALTH ADVISORS LLC |
141 |
- |
2024-03-31 |
4,123 |
$843,000 |
150 |
|
Eudaimonia Partners LLC |
120 |
- |
2024-03-31 |
3,916 |
$801,000 |
18 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
310 |
- |
2024-03-31 |
3,767 |
$770,000 |
20 |
|
Heritage Trust Co |
164 |
- |
2023-12-31 |
3,749 |
$712,000 |
384 |
|
Equitable Holdings Inc. |
668 |
- |
2023-12-31 |
3,661 |
$695,000 |
656 |
|
FMR LLC |
2432 |
- |
2023-12-31 |
3,640 |
$691,000 |
512 |
|
Congress Wealth Management LLC / DE / |
412 |
- |
2024-03-31 |
3,376 |
$690,000 |
5 |
|
BAILARD BIEHL & KAISER INC |
375 |
- |
2023-12-31 |
3,558 |
$676,000 |
77 |
|
Dentgroup LLC |
40 |
- |
2024-03-31 |
3,258 |
$666,000 |
10 |
|
Joule Financial LLC |
43 |
- |
2023-12-31 |
3,456 |
$657,000 |
85 |
|
Wealthfront Advisers LLC |
700 |
- |
2024-03-31 |
2,995 |
$612,000 |
41 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
330 |
- |
2023-12-31 |
3,008 |
$572,000 |
420 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
244 |
- |
2023-12-31 |
2,921 |
$555,000 |
203 |
|
Summit Financial LLC |
256 |
- |
2024-03-31 |
2,387 |
$488,000 |
4 |
|
Kestra Advisory Services LLC |
1545 |
- |
2023-12-31 |
2,527 |
$480,000 |
245 |
|
Gladstone Institutional Advisory LLC |
425 |
- |
2023-12-31 |
2,525 |
$480,000 |
186 |
|
RETIREMENT PLANNING GROUP |
143 |
- |
2024-03-31 |
2,246 |
$459,000 |
81 |
|
TD Waterhouse Canada Inc. |
558 |
- |
2023-12-31 |
2,243 |
$428,000 |
87 |
|
BANK OF NEW YORK MELLON CORP |
3572 |
- |
2024-03-31 |
1,924 |
$393,000 |
1,924 |
|
One Charles Private Wealth Services LLC |
87 |
- |
2023-12-31 |
2,044 |
$388,000 |
303 |
|
Wealth Alliance |
331 |
- |
2023-12-31 |
1,867 |
$355,000 |
4 |
|
OROURKE & COMPANY Inc |
104 |
- |
2024-03-31 |
1,696 |
$347,000 |
251 |
|
Winch Advisory Services LLC |
68 |
- |
2023-12-31 |
1,809 |
$344,000 |
18 |
|
US BANCORP |
1707 |
- |
2023-12-31 |
1,801 |
$342,000 |
17 |
|
Apollon Wealth Management LLC |
863 |
- |
2023-12-31 |
1,451 |
$276,000 |
4 |
|
JONES FINANCIAL COMPANIES LLLP |
301 |
- |
2023-12-31 |
1,337 |
$254,000 |
1,337 |
|
RBA Wealth Management LLC |
82 |
- |
2024-03-31 |
1,200 |
$245,000 |
30 |
|
DEARBORN PARTNERS LLC |
|
- |
2023-12-31 |
1,117 |
$212,000 |
1,117 |
|
ADVISORY SERVICES NETWORK, LLC |
1301 |
- |
2023-12-31 |
990 |
$188,000 |
990 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1470 |
- |
2023-12-31 |
645 |
$123,000 |
31 |
|
McClarren Financial Advisors Inc. |
129 |
- |
2023-12-31 |
381 |
$72,000 |
4 |
|
Ariel Capital Advisors LLC |
166 |
- |
2023-12-31 |
372 |
$71,000 |
90 |
|
HOWE & RUSLING INC |
267 |
- |
2023-12-31 |
368 |
$70,000 |
168 |
|
Key Financial Inc |
384 |
- |
2023-12-31 |
327 |
$62,000 |
125 |
|
BDO Wealth Advisors LLC |
436 |
- |
2023-06-30 |
270 |
$49,000 |
3 |
|
IFP Advisors Inc |
1544 |
- |
2023-12-31 |
248 |
$47,000 |
46 |
|
CWM LLC |
2524 |
- |
2024-03-31 |
170 |
$35,000 |
7 |
|
FAIRFIELD RESEARCH CORP |
249 |
- |
2023-12-31 |
115 |
$22,000 |
115 |
|
Fortis Group Advisors LLC |
282 |
- |
2023-12-31 |
62 |
$12,000 |
31 |
|
Coastal Investment Advisors Inc. |
702 |
- |
2024-03-31 |
45 |
$9,000 |
45 |
|
|
93 Records found
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1
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