|
Institutional
Holders
Total
Institutions:
|
93 16 |
|
Total
shares held :
|
1,845,618 |
|
% of shares
held :
|
30.61% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-33 |
|
Amount
of shares held :
|
-773,418 |
|
% of shares
held change :
|
-12.83% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$77.11 |
|
Last
Quarter's Ending
Price :
|
$84.26 |
|
Last
Quarter's Average
Price :
|
$74.68 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.77 (17.1%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Toroso Investments LLC |
395 |
*New |
2023-12-31 |
20,987 |
$1,768,000 |
20,987 |
|
Belpointe Asset Management LLC |
143 |
*New |
2024-03-31 |
19,699 |
$1,732,000 |
19,699 |
|
SFI Advisors LLC |
27 |
*New |
2023-12-31 |
18,652 |
$1,572,000 |
18,652 |
|
TELEMUS CAPITAL LLC |
226 |
*New |
2023-12-31 |
6,467 |
$545,000 |
6,467 |
|
Fortis Group Advisors LLC |
146 |
*New |
2024-03-31 |
4,643 |
$408,000 |
4,643 |
|
PRUDENTIAL FINANCIAL INC |
2242 |
*New |
2023-12-31 |
4,535 |
$382,000 |
4,535 |
|
FIRST HEARTLAND CONSULTANTS INC |
317 |
*New |
2024-03-31 |
3,795 |
$334,000 |
3,795 |
|
TWO SIGMA SECURITIES LLC |
810 |
*New |
2023-12-31 |
2,609 |
$220,000 |
2,609 |
|
WASHINGTON TRUST CO |
488 |
*New |
2024-03-31 |
403 |
$35,000 |
403 |
|
ICA Group Wealth Management LLC |
818 |
*New |
2023-12-31 |
160 |
$13,000 |
160 |
|
Sound Income Strategies LLC |
754 |
*New |
2024-03-31 |
110 |
$10,000 |
110 |
|
JONES FINANCIAL COMPANIES LLLP |
853 |
*New |
2023-12-31 |
30 |
$3,000 |
30 |
|
Ahrens Investment Partners LLC |
965 |
*New |
2023-03-31 |
8 |
$1,000 |
8 |
|
GRADIENT INVESTMENTS LLC |
1898 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
14 Records found
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1
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