|
Institutional
Holders
Total
Institutions:
|
37 0 |
|
Total
shares held :
|
328,103 |
|
% of shares
held :
|
3.65% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
-158,327 |
|
% of shares
held change :
|
-1.76% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FULTON BANK, N.A. |
3 |
- |
2024-03-31 |
133,561 |
$64,755,000 |
-1,298 |
|
ARVEST TRUST CO N A |
|
- |
2023-12-31 |
27,532 |
$12,115,000 |
-1,248 |
|
GOFEN & GLOSSBERG LLC /IL/ |
107 |
- |
2022-12-31 |
23,734 |
$8,404,000 |
-321 |
|
NORTH STAR ASSET MANAGEMENT INC |
86 |
- |
2023-12-31 |
12,306 |
$5,415,000 |
-639 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
96 |
- |
2024-03-31 |
10,387 |
$5,036,000 |
-222 |
|
MOTCO |
90 |
- |
2023-12-31 |
10,124 |
$4,454,000 |
-24 |
|
Williams Jones Wealth Management LLC. |
137 |
- |
2023-12-31 |
8,659 |
$3,810,000 |
-714 |
|
NEVILLE RODIE & SHAW INC |
76 |
- |
2024-03-31 |
6,547 |
$3,174,000 |
-92 |
|
RIVERBRIDGE PARTNERS LLC |
94 |
- |
2024-03-31 |
5,807 |
$2,815,000 |
-9,423 |
|
WAYNE HUMMER ASSET MANAGEMENT CO |
455 |
- |
2023-12-31 |
4,265 |
$1,876,000 |
-25,461 |
|
HEMENWAY TRUST CO LLC |
50 |
- |
2023-12-31 |
3,565 |
$1,569,000 |
-4,539 |
|
Strategic Investment Solutions Inc. /IL |
46 |
- |
2023-12-31 |
2,784 |
$1,225,000 |
-153,483 |
|
ROTHSCHILD INVESTMENT CORP /IL |
212 |
- |
2023-09-30 |
2,140 |
$847,000 |
-986 |
|
Coston McIsaac & Partners |
53 |
- |
2024-03-31 |
1,742 |
$844,000 |
-66 |
|
CHICKASAW CAPITAL MANAGEMENT LLC |
57 |
- |
2024-03-31 |
1,720 |
$834,000 |
-437 |
|
STEWART & PATTEN CO LLC |
49 |
- |
2024-03-31 |
1,677 |
$813,000 |
-20 |
|
Grassi Investment Management |
88 |
- |
2024-03-31 |
1,415 |
$686,000 |
-3 |
|
TUCKER ASSET MANAGEMENT LLC |
87 |
- |
2023-12-31 |
614 |
$270,000 |
-4 |
|
PSI Advisors LLC |
451 |
- |
2024-03-31 |
24 |
$12,000 |
-357 |
|
|
19 Records found
|
1
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