| |
Institutional
Holders
Total
Institutions:
 |
33  8 |
|
|
Total
shares held :
|
294,087 |
|
|
% of shares
held :
|
45.24% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-9 |
|
|
Amount
of shares held :
|
-77,612 |
|
|
% of shares
held change :
|
-11.94% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$69.98 |
|
|
Last
Quarter's Ending
Price :
|
$79.98 |
|
|
Last
Quarter's Average
Price :
|
$70.59 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
 4.15 (5.88%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  COMMONWEALTH EQUITY SERVICES LLC. |
1950 |
- |
2024-03-31 |
20,082 |
$1,491,000 |
-714 |
|
| BANK OF AMERICA CORP /DE/ |
3778 |
- |
2023-12-31 |
17,489 |
$1,399,000 |
-1,941 |
|
| LIBERTY ONE INVESTMENT MANAGEMENT LLC |
86 |
- |
2024-03-31 |
13,315 |
$989,000 |
-198 |
|
| ROYAL BANK OF CANADA |
3445 |
- |
2023-12-31 |
8,010 |
$640,000 |
-1,092 |
|
| UBS Group AG |
3770 |
- |
2023-12-31 |
7,865 |
$629,000 |
-675 |
|
| J P MORGAN CHASE & CO |
3736 |
- |
2024-03-31 |
6,651 |
$494,000 |
-1,318 |
|
| PACIFIC SUN FINANCIAL CORP |
169 |
- |
2024-03-31 |
3,076 |
$228,000 |
-10 |
|
| LPL FINANCIAL CORP |
4382 |
- |
2024-03-31 |
2,784 |
$207,000 |
-35,898 |
|
| CITY HOLDING CO |
273 |
- |
2024-03-31 |
1,300 |
$97,000 |
-245 |
|
|
9 Records found
|
1
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