|
Institutional
Holders
Total
Institutions:
|
96 6 |
|
Total
shares held :
|
1,178,993 |
|
% of shares
held :
|
53.35% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
96,799 |
|
% of shares
held change :
|
4.38% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$126.53 |
|
Last
Quarter's Ending
Price :
|
$150.33 |
|
Last
Quarter's Average
Price :
|
$133.08 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
16.70 (12.55%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
3330 |
- |
2023-12-31 |
64,769 |
$9,737,000 |
-24,086 |
|
BLACKROCK INC. |
3393 |
- |
2024-03-31 |
43,990 |
$6,862,000 |
-3,400 |
|
UBS Group AG |
1859 |
- |
2023-12-31 |
39,237 |
$5,898,000 |
-360 |
|
HIGHTOWER ADVISORS, LLC |
1349 |
- |
2024-03-31 |
14,360 |
$2,244,000 |
-120 |
|
WELLS FARGO & CO/MN |
2622 |
- |
2024-03-31 |
11,822 |
$1,844,000 |
-6,719 |
|
Fort Point Capital Partners LLC |
72 |
- |
2023-12-31 |
10,045 |
$1,510,000 |
-40 |
|
Baird Financial Group Inc. |
1102 |
- |
2023-12-31 |
7,343 |
$1,104,000 |
-476 |
|
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC |
133 |
- |
2024-03-31 |
6,492 |
$1,013,000 |
-82 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2076 |
- |
2024-03-31 |
6,130 |
$956,000 |
-2,105 |
|
AMERIPRISE FINANCIAL INC |
3138 |
- |
2023-12-31 |
6,196 |
$931,000 |
-13,874 |
|
ROYAL BANK OF CANADA |
3263 |
- |
2023-12-31 |
5,247 |
$789,000 |
-14,753 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3030 |
- |
2024-03-31 |
4,315 |
$673,000 |
-4,238 |
|
CITIGROUP INC |
2840 |
- |
2024-03-31 |
2,612 |
$407,000 |
-155 |
|
MONEY CONCEPTS CAPITAL CORP |
309 |
- |
2024-03-31 |
2,525 |
$394,000 |
-27 |
|
Sivia Capital Partners LLC |
82 |
- |
2024-03-31 |
2,273 |
$355,000 |
-300 |
|
Sunbelt Securities Inc. |
432 |
- |
2024-03-31 |
1,891 |
$295,000 |
-115 |
|
Foundations Investment Advisors LLC |
548 |
- |
2023-12-31 |
1,907 |
$285,000 |
-18,001 |
|
Kaizen Financial Strategies |
88 |
- |
2024-03-31 |
1,807 |
$282,000 |
-100 |
|
BB&T CORP |
2374 |
- |
2023-12-31 |
1,597 |
$240,000 |
-4 |
|
TrinityPoint Wealth LLC |
274 |
- |
2024-03-31 |
1,501 |
$234,000 |
-157 |
|
SANDY SPRING BANK |
426 |
- |
2024-03-31 |
773 |
$121,000 |
-175 |
|
Financial Advisory Service Inc. |
371 |
- |
2024-03-31 |
177 |
$28,000 |
-16 |
|
US BANCORP |
3331 |
- |
2024-03-31 |
52 |
$8,000 |
-53 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3046 |
- |
2023-12-31 |
8 |
$1,000 |
-65 |
|
Global Retirement Partners LLC |
3090 |
- |
2024-03-31 |
8 |
$1,000 |
-77 |
|
|
25 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|