|
Institutional
Holders
Total
Institutions:
|
119 10 |
|
Total
shares held :
|
2,103,476 |
|
% of shares
held :
|
23.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
419,425 |
|
% of shares
held change :
|
4.66% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$93.57 |
|
Last
Quarter's Ending
Price :
|
$107.60 |
|
Last
Quarter's Average
Price :
|
$96.54 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
16.33 (16.92%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF NEW YORK MELLON CORP |
716 |
*New |
2024-03-31 |
804,439 |
$90,443,000 |
804,439 |
|
Octavia Wealth Advisors LLC |
15 |
*New |
2024-03-31 |
128,328 |
$14,428,000 |
128,328 |
|
RFG Advisory Group LLC |
465 |
*New |
2024-03-31 |
5,322 |
$598,000 |
5,322 |
|
FLOW TRADERS U.S. LLC |
447 |
*New |
2024-03-31 |
4,488 |
$505,000 |
4,488 |
|
SPEARS ABACUS ADVISORS LLC |
284 |
*New |
2024-03-31 |
4,408 |
$496,000 |
4,408 |
|
Advisor Resource Council |
140 |
*New |
2024-03-31 |
3,681 |
$396,000 |
3,681 |
|
9258 Wealth Management LLC |
273 |
*New |
2024-03-31 |
2,586 |
$291,000 |
2,586 |
|
PROSPERA FINANCIAL SERVICES |
881 |
*New |
2023-12-31 |
2,569 |
$276,000 |
2,569 |
|
ADVISORY SERVICES NETWORK, LLC |
1193 |
*New |
2024-03-31 |
2,400 |
$270,000 |
2,400 |
|
Oakmont Partners LLC |
670 |
*New |
2024-03-31 |
1,800 |
$202,000 |
1,800 |
|
Continuum Advisory LLC |
373 |
*New |
2024-03-31 |
1,722 |
$193,000 |
1,722 |
|
Aptus Capital Advisors LLC |
832 |
*New |
2024-03-31 |
692 |
$78,000 |
692 |
|
Salomon & Ludwin LLC |
300 |
*New |
2024-03-31 |
620 |
$70,000 |
620 |
|
Eagle Bay Advisors LLC |
342 |
*New |
2024-03-31 |
320 |
$36,000 |
320 |
|
SOA Wealth Advisors LLC. |
480 |
*New |
2024-03-31 |
132 |
$15,000 |
132 |
|
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15 Records found
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1
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