|
Institutional
Holders
Total
Institutions:
|
138 2 |
|
Total
shares held :
|
2,319,129 |
|
% of shares
held :
|
2.58% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
-344,362 |
|
% of shares
held change :
|
-0.38% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$161.13 |
|
Last
Quarter's Ending
Price :
|
$183.55 |
|
Last
Quarter's Average
Price :
|
$164.01 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
22.81 (13.91%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
207 |
- |
2023-12-31 |
109,201 |
$20,044,000 |
-2,624 |
|
Advisor Group Holdings Inc. |
785 |
- |
2023-12-31 |
56,516 |
$10,382,000 |
-41,291 |
|
Virtue Capital Management LLC |
7 |
- |
2023-12-31 |
49,545 |
$8,714,000 |
-6,171 |
|
ENVESTNET ASSET MANAGEMENT INC |
1657 |
- |
2023-12-31 |
38,327 |
$7,035,000 |
-494 |
|
Kestra Advisory Services LLC |
417 |
- |
2023-12-31 |
30,278 |
$5,558,000 |
-17 |
|
UBS Group AG |
1923 |
- |
2023-12-31 |
29,833 |
$5,476,000 |
-4,369 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1216 |
- |
2024-03-31 |
21,656 |
$4,268,000 |
-462 |
|
Fifth Third Securities Inc. |
83 |
- |
2024-03-31 |
15,813 |
$3,117,000 |
-316 |
|
BB&T CORP |
1100 |
- |
2023-12-31 |
14,667 |
$2,692,000 |
-196 |
|
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC |
89 |
- |
2024-03-31 |
13,600 |
$2,681,000 |
-1,665 |
|
Adviser Investments LLC |
|
- |
2024-03-31 |
13,440 |
$2,649,000 |
-132 |
|
RAYMOND JAMES & ASSOCIATES |
2009 |
- |
2024-03-31 |
12,710 |
$2,505,000 |
-247 |
|
MERCER GLOBAL ADVISORS INC /ADV |
670 |
- |
2023-12-31 |
13,367 |
$2,454,000 |
-5 |
|
Relaxing Retirement Coach |
20 |
- |
2023-06-30 |
13,305 |
$2,348,000 |
-127 |
|
SAVANT CAPITAL MANAGEMENT INC |
263 |
- |
2023-12-31 |
12,680 |
$2,327,000 |
-33 |
|
Gladstone Institutional Advisory LLC |
196 |
- |
2023-12-31 |
11,652 |
$2,139,000 |
-2,513 |
|
BRAGG FINANCIAL ADVISORS INC |
173 |
- |
2023-12-31 |
9,028 |
$1,657,000 |
-524 |
|
COMMERCE BANK N A/MO |
|
- |
2024-03-31 |
8,275 |
$1,631,000 |
-190 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
100 |
- |
2023-06-30 |
8,483 |
$1,497,000 |
-1,244 |
|
JANNEY MONTGOMERY SCOTT LLC |
1390 |
- |
2024-03-31 |
6,330 |
$1,248,000 |
-254 |
|
BROWN ADVISORY HOLDINGS INC |
742 |
- |
2024-03-31 |
5,971 |
$1,177,000 |
-2,321 |
|
Stratos Wealth Partners LTD. |
653 |
- |
2024-03-31 |
4,836 |
$953,000 |
-4 |
|
COMERICA BANK |
1571 |
- |
2023-12-31 |
4,961 |
$911,000 |
-156 |
|
Waldron LP |
160 |
- |
2023-12-31 |
4,908 |
$900,000 |
-83 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
115 |
- |
2024-03-31 |
4,302 |
$848,000 |
-1,197 |
|
STIFEL FINANCIAL CORP |
2291 |
- |
2023-12-31 |
4,192 |
$769,000 |
-6,766 |
|
CAROLINAS WEALTH CONSULTING LLC |
71 |
- |
2023-12-31 |
3,942 |
$724,000 |
-51 |
|
HC Advisors LLC |
|
- |
2023-12-31 |
3,198 |
$587,000 |
-300 |
|
Envestnet Portfolio Solutions Inc. |
1025 |
- |
2023-12-31 |
2,851 |
$523,000 |
-93 |
|
First Citizens Asset Management Inc. |
30 |
- |
2023-12-31 |
2,851 |
$523,000 |
-93 |
|
VANCE WEALTH INC. |
|
- |
2024-03-31 |
2,092 |
$412,000 |
-118 |
|
MODERA WEALTH MANAGEMENT, LLC |
427 |
- |
2023-12-31 |
2,001 |
$367,000 |
-582,492 |
|
BANK OF NEW YORK MELLON CORP |
3684 |
- |
2024-03-31 |
1,441 |
$284,000 |
-2 |
|
BLAIR WILLIAM & CO/IL |
1535 |
- |
2023-12-31 |
392 |
$72,000 |
-255 |
|
US BANCORP |
2780 |
- |
2023-12-31 |
200 |
$37,000 |
-50 |
|
FIRST MANHATTAN CO |
1092 |
- |
2023-12-31 |
60 |
$11,000 |
-850 |
|
TOWER RESEARCH CAPITAL LLC |
4145 |
- |
2023-12-31 |
59 |
$11,000 |
-27 |
|
|
37 Records found
|
1
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