|
Institutional
Holders
Total
Institutions:
|
117 12 |
|
Total
shares held :
|
5,627,713 |
|
% of shares
held :
|
27.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-42 |
|
Amount
of shares held :
|
-1,868,454 |
|
% of shares
held change :
|
-9.04% |
|
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 |
MEITAV DASH INVESTMENTS LTD |
79 |
- |
2023-12-31 |
573,103 |
$20,030,000 |
0 |
|
Summit Trail Advisors LLC |
31 |
*New |
2024-03-31 |
409,861 |
$14,271,000 |
409,861 |
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menah |
|
- |
2023-12-31 |
385,098 |
$13,448,000 |
0 |
|
Endurance Services Ltd |
5 |
- |
2023-12-31 |
354,500 |
$12,390,000 |
0 |
|
Selective Wealth Management |
3 |
- |
2024-03-31 |
352,800 |
$11,801,000 |
-5,311 |
|
J P MORGAN CHASE & CO |
1964 |
- |
2023-12-31 |
312,409 |
$10,919,000 |
-61,547 |
|
TWO SIGMA INVESTMENTS LLC |
606 |
- |
2023-12-31 |
280,100 |
$9,789,000 |
239,000 |
|
Yarbrough Capital LLC |
32 |
- |
2024-03-31 |
275,411 |
$9,590,000 |
0 |
|
MORGAN STANLEY |
3456 |
- |
2023-12-31 |
238,574 |
$8,338,000 |
-423,901 |
|
LPL FINANCIAL CORP |
1413 |
- |
2023-12-31 |
218,579 |
$7,639,000 |
-7,713 |
|
Jeneq Management LP |
1 |
*New |
2022-12-31 |
269,400 |
$6,757,000 |
269,400 |
|
TWO SIGMA ADVISERS, LLC |
707 |
- |
2023-12-31 |
181,000 |
$6,326,000 |
111,500 |
|
GOLDMAN SACHS GROUP INC/ |
2421 |
- |
2023-12-31 |
175,468 |
$6,133,000 |
50,358 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
35 |
- |
2023-12-31 |
148,267 |
$5,182,000 |
-65,142 |
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahe |
|
- |
2023-12-31 |
143,639 |
$5,016,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
1627 |
- |
2024-03-31 |
133,843 |
$4,660,000 |
114,558 |
|
Bremer Bank National Association |
41 |
- |
2024-03-31 |
129,055 |
$4,494,000 |
0 |
|
UBS Group AG |
2335 |
- |
2023-12-31 |
96,836 |
$3,384,000 |
-12,140 |
|
RWM Asset Management LLC |
54 |
- |
2024-03-31 |
93,140 |
$3,243,000 |
416 |
|
StoneCrest Wealth Management Inc. |
14 |
- |
2024-03-31 |
90,072 |
$3,136,000 |
1,942 |
|
SUMITOMO MITSUI FINANCIAL GROUP INC. |
66 |
- |
2023-12-31 |
82,039 |
$2,867,000 |
-4,903 |
|
ROYAL BANK OF CANADA |
2382 |
- |
2023-12-31 |
71,674 |
$2,505,000 |
-42,590 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
675 |
- |
2023-09-30 |
82,499 |
$2,444,000 |
-300 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1608 |
- |
2023-12-31 |
62,101 |
$2,170,000 |
-16,257 |
|
Resolute Partners Group |
17 |
- |
2023-12-31 |
59,362 |
$2,075,000 |
0 |
|
KM Capital Management Ltd. |
23 |
- |
2023-12-31 |
52,534 |
$1,836,000 |
2,763 |
|
HIGHTOWER ADVISORS, LLC |
1518 |
- |
2023-12-31 |
46,567 |
$1,624,000 |
-15,749 |
|
AE Wealth Management LLC |
973 |
- |
2023-12-31 |
45,696 |
$1,595,000 |
-6,586 |
|
Thrive Capital Management LLC |
41 |
- |
2023-12-31 |
45,471 |
$1,589,000 |
-6,065 |
|
JANE STREET GROUP LLC |
2721 |
- |
2023-12-31 |
43,453 |
$1,519,000 |
27,916 |
|
EPIQ Capital Group LLC |
15 |
- |
2023-12-31 |
42,773 |
$1,495,000 |
1,922 |
|
STIFEL FINANCIAL CORP |
1878 |
- |
2023-12-31 |
41,808 |
$1,461,000 |
-344 |
|
Wealthfront Advisers LLC |
543 |
- |
2024-03-31 |
41,875 |
$1,458,000 |
8,188 |
|
Cetera Investment Advisers |
934 |
- |
2023-12-31 |
40,211 |
$1,405,000 |
-11,555 |
|
AMERIPRISE FINANCIAL INC |
2987 |
- |
2023-12-31 |
38,850 |
$1,358,000 |
-9,037 |
|
SFI Advisors LLC |
29 |
- |
2023-12-31 |
37,410 |
$1,307,000 |
-1,692 |
|
WELLS FARGO & CO/MN |
2798 |
- |
2023-12-31 |
36,731 |
$1,284,000 |
-2,920 |
|
BANK OF AMERICA CORP /DE/ |
3850 |
- |
2023-12-31 |
36,271 |
$1,268,000 |
-2,888 |
|
Advisor Group Holdings Inc. |
2375 |
- |
2023-12-31 |
32,681 |
$1,142,000 |
-15,946 |
|
TOWER RESEARCH CAPITAL LLC |
814 |
- |
2023-12-31 |
30,310 |
$1,059,000 |
-710 |
|
CITADEL ADVISORS LLC |
2885 |
- |
2023-12-31 |
29,945 |
$1,047,000 |
-50,579 |
|
Joseph P. Lucia & Associates LLC |
50 |
- |
2023-12-31 |
29,379 |
$1,027,000 |
-465 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1783 |
- |
2024-03-31 |
26,351 |
$918,000 |
-20,996 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
24,010 |
$839,000 |
0 |
|
NORTHERN TRUST CORP |
3369 |
- |
2023-12-31 |
24,000 |
$839,000 |
0 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
637 |
*New |
2023-12-31 |
23,690 |
$828,000 |
23,690 |
|
CENTAURUS FINANCIAL INC. |
276 |
*New |
2023-12-31 |
23,083 |
$807,000 |
23,083 |
|
Perigon Wealth Management LLC |
392 |
- |
2023-12-31 |
22,599 |
$790,000 |
330 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3165 |
- |
2023-12-31 |
21,815 |
$762,000 |
-3,406 |
|
AJ WEALTH STRATEGIES LLC |
148 |
- |
2023-06-30 |
24,010 |
$761,000 |
0 |
|
FRANKLIN RESOURCES INC |
1712 |
- |
2023-12-31 |
20,937 |
$732,000 |
-3,130 |
|
MULTIFINANCIAL SECURITIES CORP |
926 |
- |
2023-12-31 |
20,485 |
$716,000 |
316 |
|
CWM LLC |
1013 |
- |
2024-03-31 |
18,894 |
$658,000 |
-2,676 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
122 |
- |
2024-03-31 |
18,649 |
$649,000 |
-6,217 |
|
Qube Research & Technologies Ltd |
1893 |
- |
2023-12-31 |
16,455 |
$575,000 |
0 |
|
Oxler Private Wealth LLC |
60 |
- |
2024-03-31 |
15,285 |
$532,000 |
-3,563 |
|
Private Advisor Group LLC |
1482 |
- |
2023-12-31 |
14,175 |
$495,000 |
4,522 |
|
FINANCIAL NETWORK |
1908 |
- |
2023-12-31 |
13,579 |
$475,000 |
-712 |
|
FIRST COMMUNITY TRUST NA |
46 |
*New |
2024-03-31 |
13,010 |
$453,000 |
13,010 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
11,997 |
$419,000 |
-1,764 |
|
RDL FINANCIAL INC |
89 |
- |
2024-03-31 |
11,875 |
$376,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1774 |
- |
2024-03-31 |
10,492 |
$365,000 |
-570 |
|
Moloney Securities Asset Management LLC |
306 |
- |
2023-12-31 |
10,324 |
$361,000 |
-765 |
|
Circle Wealth Management LLC |
160 |
- |
2023-12-31 |
9,989 |
$349,000 |
1,922 |
|
Intrua Financial LLC |
232 |
- |
2023-03-31 |
12,824 |
$342,000 |
-2,549 |
|
Twin Peaks Wealth Advisors LLC |
91 |
- |
2024-03-31 |
9,684 |
$337,000 |
-844 |
|
JNB Advisors LLC |
339 |
- |
2023-12-31 |
9,485 |
$332,000 |
0 |
|
OROURKE & COMPANY Inc |
114 |
*New |
2024-03-31 |
8,426 |
$293,000 |
8,426 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2839 |
- |
2024-03-31 |
8,428 |
$293,000 |
-26,963 |
|
PINEBRIDGE INVESTMENTS LTD |
530 |
- |
2023-12-31 |
8,282 |
$289,000 |
0 |
|
BROWN ADVISORY HOLDINGS INC |
1086 |
- |
2024-03-31 |
8,000 |
$279,000 |
0 |
|
Crabel Capital Management LLC |
105 |
*New |
2023-12-31 |
7,844 |
$274,000 |
7,844 |
|
JANNEY MONTGOMERY SCOTT LLC |
2255 |
- |
2023-12-31 |
7,821 |
$273,000 |
1,003 |
|
Vontobel Holding Ltd. |
984 |
- |
2023-12-31 |
7,600 |
$266,000 |
-1,330 |
|
BLAIR WILLIAM & CO/IL |
1300 |
- |
2023-12-31 |
7,484 |
$262,000 |
0 |
|
GRIMES & COMPANY INC |
297 |
- |
2024-03-31 |
6,824 |
$238,000 |
0 |
|
Atria Wealth Solutions Inc. |
1649 |
- |
2023-12-31 |
6,791 |
$237,000 |
-544 |
|
CEERA INVESTMENTS LLC |
79 |
- |
2023-12-31 |
6,721 |
$235,000 |
6,721 |
|
Kestra Advisory Services LLC |
1995 |
- |
2023-12-31 |
6,607 |
$231,000 |
-7,525 |
|
PSI Advisors LLC |
122 |
- |
2024-03-31 |
6,515 |
$227,000 |
0 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
595 |
- |
2023-12-31 |
6,125 |
$214,000 |
0 |
|
Merit Financial Group LLC |
718 |
*New |
2023-12-31 |
5,940 |
$208,000 |
5,940 |
|
HALBERT, HARGROVE/RUSSELL LLC |
82 |
- |
2024-03-31 |
5,976 |
$208,000 |
0 |
|
Farther Finance Advisors LLC |
559 |
*New |
2023-12-31 |
5,553 |
$194,000 |
5,553 |
|
Parallel Advisors LLC |
831 |
- |
2023-12-31 |
5,298 |
$185,000 |
1,290 |
|
ICA Group Wealth Management LLC |
276 |
- |
2023-12-31 |
5,065 |
$177,000 |
5,065 |
|
HARBOUR INVESTMENTS INC. |
935 |
- |
2023-12-31 |
4,701 |
$164,000 |
-265 |
|
Smartleaf Asset Management LLC |
376 |
- |
2023-12-31 |
3,796 |
$135,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1678 |
- |
2023-12-31 |
3,624 |
$127,000 |
-191 |
|
Fairman Group LLC |
67 |
- |
2023-12-31 |
3,500 |
$122,000 |
0 |
|
STELAC ADVISORY SERVICES LLC |
86 |
- |
2023-12-31 |
3,164 |
$111,000 |
3,164 |
|
Northwest Financial Advisors |
140 |
- |
2023-12-31 |
2,890 |
$101,000 |
0 |
|
Banque Cantonale Vaudoise |
730 |
- |
2024-03-31 |
2,044 |
$71,000 |
-200 |
|
PNC FINANCIAL SERVICES GROUP INC |
2887 |
- |
2023-12-31 |
1,700 |
$59,000 |
-2,100 |
|
Opal Wealth Advisors LLC |
203 |
*New |
2024-03-31 |
1,654 |
$58,000 |
1,654 |
|
First PREMIER Bank |
204 |
- |
2024-03-31 |
1,594 |
$56,000 |
420 |
|
Team Financial Group LLC |
66 |
- |
2023-12-31 |
1,417 |
$50,000 |
-117 |
|
ADVISORY SERVICES NETWORK, LLC |
2064 |
*New |
2023-12-31 |
1,266 |
$44,000 |
1,266 |
|
Y.D. More Investments Ltd |
254 |
- |
2023-12-31 |
1,200 |
$42,000 |
0 |
|
GPS Wealth Strategies Group LLC |
617 |
- |
2023-12-31 |
817 |
$29,000 |
0 |
|
|
100 Records found
|
1
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