| |
Institutional
Holders
Total
Institutions:
 |
80  4 |
|
|
Total
shares held :
|
1,228,622 |
|
|
% of shares
held :
|
34.71% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
|
Amount
of shares held :
|
101,801 |
|
|
% of shares
held change :
|
 2.88% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$72.44 |
|
|
Last
Quarter's Ending
Price :
|
$81.30 |
|
|
Last
Quarter's Average
Price :
|
$75.32 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
3.79 (5.03%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  LODESTAR PRIVATE ASSET MANAGEMENT LLC |
127 |
- |
2024-03-31 |
6,586 |
$556,000 |
0 |
|
| NOVARE CAPITAL MANAGEMENT LLC |
126 |
- |
2023-12-31 |
5,847 |
$475,000 |
0 |
|
| Tortoise Investment Management LLC |
149 |
- |
2023-12-31 |
5,684 |
$462,000 |
0 |
|
| Atlantic Trust Group LLC |
822 |
- |
2023-12-31 |
5,560 |
$452,000 |
0 |
|
| TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
4,962 |
$403,000 |
0 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1389 |
- |
2023-09-30 |
4,832 |
$358,000 |
0 |
|
| TIAA FSB |
449 |
- |
2023-06-30 |
4,962 |
$356,000 |
0 |
|
| RAYMOND JAMES & ASSOCIATES |
3516 |
- |
2024-03-31 |
2,588 |
$218,000 |
0 |
|
| COMERICA BANK |
2323 |
- |
2023-12-31 |
2,000 |
$163,000 |
0 |
|
| Cherry Tree Wealth Management LLC |
166 |
- |
2023-12-31 |
1,711 |
$139,000 |
0 |
|
| Hartland & Co. LLC |
548 |
- |
2023-12-31 |
1,463 |
$119,000 |
0 |
|
| Global Retirement Partners LLC |
1120 |
- |
2024-03-31 |
1,062 |
$90,000 |
0 |
|
| MANCHESTER CAPITAL MANAGEMENT LLC |
421 |
- |
2023-12-31 |
700 |
$57,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
1456 |
- |
2023-12-31 |
617 |
$50,000 |
0 |
|
| TOMPKINS FINANCIAL CORP |
371 |
- |
2024-03-31 |
500 |
$42,000 |
0 |
|
| Baldrige Asset Management LLC |
189 |
- |
2023-03-31 |
514 |
$37,000 |
0 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2205 |
- |
2023-12-31 |
391 |
$32,000 |
0 |
|
| SCBT FINANCIAL CORP |
408 |
- |
2023-12-31 |
275 |
$22,000 |
0 |
|
| Venturi Wealth Management LLC |
719 |
- |
2024-03-31 |
262 |
$22,000 |
0 |
|
| THOMPSON INVESTMENT MANAGEMENT INC |
317 |
- |
2024-03-31 |
200 |
$17,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
2496 |
- |
2023-12-31 |
200 |
$16,000 |
0 |
|
| Delos Wealth Advisors LLC |
91 |
- |
2023-12-31 |
182 |
$15,000 |
0 |
|
| JFS WEALTH ADVISORS, LLC |
653 |
- |
2023-12-31 |
189 |
$15,000 |
0 |
|
| CAPITAL DIRECTIONS INVESTMENT ADVISORS, LLC |
195 |
- |
2022-12-31 |
200 |
$15,000 |
0 |
|
| FRANKLIN RESOURCES INC |
2515 |
- |
2023-12-31 |
190 |
$15,000 |
0 |
|
| Salomon & Ludwin LLC |
456 |
- |
2023-12-31 |
183 |
$14,000 |
0 |
|
| EPG Wealth Management LLC |
369 |
- |
2023-12-31 |
150 |
$11,000 |
0 |
|
| Qube Research & Technologies Ltd |
3168 |
- |
2023-12-31 |
139 |
$11,000 |
0 |
|
| GUARANTY TRUST CO OF MISSOURI /MO/ |
1069 |
- |
2024-03-31 |
120 |
$10,000 |
0 |
|
| Riggs Asset Managment Co. Inc. |
264 |
- |
2023-12-31 |
100 |
$8,000 |
0 |
|
| GAMMA Investing LLC |
2288 |
- |
2024-03-31 |
73 |
$6,000 |
0 |
|
| BENJAMIN F. EDWARDS & COMPANY INC. |
1782 |
- |
2023-12-31 |
75 |
$6,000 |
0 |
|
| Tradition Wealth Management LLC |
1118 |
- |
2023-12-31 |
69 |
$6,000 |
0 |
|
| Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
33 |
$2,000 |
0 |
|
| PROEQUITIES INC. |
2456 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
| VitalStone Financial LLC |
609 |
- |
2023-12-31 |
1 |
$0 |
0 |
|
|
36 Records found
|
1
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