| |
Institutional
Holders
Total
Institutions:
 |
513  23 |
|
|
Total
shares held :
|
15,423,460 |
|
|
% of shares
held :
|
46.25% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-40 |
|
|
Amount
of shares held :
|
-2,053,485 |
|
|
% of shares
held change :
|
-6.16% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$181.38 |
|
|
Last
Quarter's Ending
Price :
|
$190.96 |
|
|
Last
Quarter's Average
Price :
|
$183.48 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 17.72 (9.66%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  PFG Investments LLC |
45 |
*New |
2024-03-31 |
31,787 |
$6,489,000 |
31,787 |
|
| TBH Global Asset Management LLC |
22 |
*New |
2023-12-31 |
24,877 |
$4,750,000 |
24,877 |
|
| PATHSTONE FAMILY OFFICE, LLC |
424 |
*New |
2023-09-30 |
13,659 |
$2,495,000 |
13,659 |
|
| Eagle Strategies LLC |
66 |
*New |
2024-03-31 |
9,069 |
$1,851,000 |
9,069 |
|
| Simplicity WealthLLC |
424 |
*New |
2024-03-31 |
6,997 |
$1,428,000 |
6,997 |
|
| Integrated Advisors Network LLC |
294 |
*New |
2023-12-31 |
5,227 |
$998,000 |
5,227 |
|
| Inspire Advisors LLC |
200 |
*New |
2023-12-31 |
2,391 |
$457,000 |
2,391 |
|
| Capital Investment Advisors LLC |
410 |
*New |
2024-03-31 |
2,134 |
$436,000 |
2,134 |
|
| TWO SIGMA SECURITIES LLC |
493 |
*New |
2023-12-31 |
2,035 |
$389,000 |
2,035 |
|
| Signature Wealth Management Partners LLC |
67 |
*New |
2024-03-31 |
1,815 |
$371,000 |
1,815 |
|
| DFPG INVESTMENTS INC. |
470 |
*New |
2023-12-31 |
1,925 |
$369,000 |
1,925 |
|
| GeoWealth Management LLC |
380 |
*New |
2023-12-31 |
1,913 |
$365,000 |
1,913 |
|
| VALMARK ADVISERS INC |
386 |
*New |
2023-12-31 |
1,904 |
$364,000 |
1,904 |
|
| INGALLS & SNYDER LLC |
308 |
*New |
2023-12-31 |
1,891 |
$361,000 |
1,891 |
|
| ORLEANS CAPITAL MANAGEMENT CORP/LA |
65 |
*New |
2023-12-31 |
1,700 |
$325,000 |
1,700 |
|
| Hennion & Walsh Asset Management Inc. |
692 |
*New |
2024-03-31 |
1,475 |
$301,000 |
1,475 |
|
| Sequoia Financial Advisors LLC |
|
*New |
2023-12-31 |
1,382 |
$264,000 |
1,382 |
|
| ADVISOR PARTNERS II LLC |
1030 |
*New |
2023-09-30 |
1,422 |
$260,000 |
1,422 |
|
| Streettalk Advisors LLC |
373 |
*New |
2023-12-31 |
1,294 |
$247,000 |
1,294 |
|
| McNaughton Wealth Management LLC |
52 |
*New |
2024-03-31 |
1,023 |
$209,000 |
1,023 |
|
| TRANSCEND WEALTH COLLECTIVE LLC |
464 |
*New |
2023-12-31 |
1,074 |
$205,000 |
1,074 |
|
| COLLECTIVE FAMILY OFFICE LLC |
172 |
*New |
2024-03-31 |
1,000 |
$204,000 |
1,000 |
|
| PURE FINANCIAL ADVISORS, INC. |
300 |
*New |
2024-03-31 |
998 |
$204,000 |
998 |
|
| MTM Investment Management LLC |
212 |
*New |
2024-03-31 |
361 |
$74,000 |
361 |
|
| MITCHELL SINKLER & STARR/PA |
191 |
*New |
2023-12-31 |
306 |
$58,000 |
306 |
|
| LifeSteps Financial Inc. |
199 |
*New |
2024-03-31 |
132 |
$27,000 |
132 |
|
| GABLES CAPITAL MANAGEMENT INC. |
247 |
*New |
2023-12-31 |
129 |
$25,000 |
129 |
|
| YHB INVESTMENT ADVISORS, INC. |
628 |
*New |
2024-03-31 |
77 |
$16,000 |
77 |
|
| Ahrens Investment Partners LLC |
524 |
*New |
2023-03-31 |
75 |
$15,000 |
75 |
|
| Oakworth Capital Inc. |
438 |
*New |
2024-03-31 |
70 |
$14,000 |
70 |
|
| Semmax Financial Advisors Inc. |
209 |
*New |
2023-12-31 |
56 |
$11,000 |
56 |
|
| SIGNATUREFD, LLC |
2404 |
*New |
2023-12-31 |
36 |
$7,000 |
36 |
|
| Security National Bank |
263 |
*New |
2024-03-31 |
25 |
$5,000 |
25 |
|
| Activest Wealth Management |
449 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| Quent Capital LLC |
1372 |
*New |
2023-12-31 |
0 |
$0 |
0 |
|
|
35 Records found
|
1
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