| |
Institutional
Holders
Total
Institutions:
 |
153  3 |
|
|
Total
shares held :
|
6,378,202 |
|
|
% of shares
held :
|
95.48% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
|
Amount
of shares held :
|
552,043 |
|
|
% of shares
held change :
|
8.26% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.04 |
|
|
Last
Quarter's Ending
Price :
|
$88.50 |
|
|
Last
Quarter's Average
Price :
|
$78.64 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
6.37 (8.1%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  First Bank & Trust |
11 |
- |
2024-03-31 |
78,422 |
$6,934,000 |
0 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
802 |
- |
2023-09-30 |
21,918 |
$1,689,000 |
0 |
|
| Wealth Architects LLC |
68 |
- |
2023-12-31 |
12,070 |
$1,068,000 |
0 |
|
| ALLIANCEBERNSTEIN L.P. |
2262 |
- |
2023-12-31 |
11,210 |
$992,000 |
0 |
|
| Bristlecone Advisors LLC |
160 |
- |
2024-03-31 |
7,800 |
$690,000 |
0 |
|
| Rodgers & Associates LTD |
63 |
- |
2023-12-31 |
6,200 |
$549,000 |
0 |
|
| Harbour Capital Advisors LLC |
162 |
- |
2024-03-31 |
6,391 |
$547,000 |
0 |
|
| COMERICA SECURITIESINC. |
266 |
- |
2023-09-30 |
7,020 |
$544,000 |
0 |
|
| Atlantic Trust Group LLC |
837 |
- |
2023-12-31 |
4,860 |
$430,000 |
0 |
|
| VALMARK ADVISERS INC |
393 |
- |
2023-12-31 |
3,873 |
$343,000 |
0 |
|
| Icon Wealth Partners LLC |
218 |
- |
2023-09-30 |
4,438 |
$342,000 |
0 |
|
| RAYMOND JAMES TRUST CO |
953 |
- |
2024-03-31 |
3,520 |
$311,000 |
0 |
|
| BESSEMER GROUP INC |
944 |
- |
2023-12-31 |
3,460 |
$306,000 |
0 |
|
| STEPHENS INC /AR/ |
976 |
- |
2023-12-31 |
2,996 |
$265,000 |
0 |
|
| Sage Mountain Advisors LLC |
328 |
- |
2024-03-31 |
1,890 |
$167,000 |
0 |
|
| Hexagon Capital Partners LLC |
294 |
- |
2024-03-31 |
1,222 |
$108,000 |
0 |
|
| TFO-TDC LLC |
61 |
- |
2023-12-31 |
448 |
$40,000 |
0 |
|
| BROWN BROTHERS HARRIMAN & CO |
783 |
- |
2023-12-31 |
348 |
$31,000 |
0 |
|
| IFP Advisors Inc |
1951 |
- |
2023-12-31 |
190 |
$17,000 |
0 |
|
| TD Waterhouse Canada Inc. |
1246 |
- |
2023-12-31 |
90 |
$10,000 |
0 |
|
| FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
559 |
- |
2024-03-31 |
100 |
$9,000 |
0 |
|
| JJJ Advisors Inc. |
804 |
- |
2024-03-31 |
33 |
$3,000 |
0 |
|
| SANDY SPRING BANK |
|
- |
2023-12-31 |
24 |
$2,000 |
0 |
|
| Morton Brown Family Wealth LLC |
187 |
- |
2024-03-31 |
28 |
$2,000 |
0 |
|
| Rise Advisors LLC |
1148 |
- |
2024-03-31 |
26 |
$2,000 |
0 |
|
| Farther Finance Advisors LLC |
2689 |
- |
2023-12-31 |
16 |
$1,000 |
0 |
|
|
26 Records found
|
1
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