|
Institutional
Holders
Total
Institutions:
|
31 4 |
|
Total
shares held :
|
218,226 |
|
% of shares
held :
|
6.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
-5,253 |
|
% of shares
held change :
|
-0.16% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
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Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BROWN ADVISORY HOLDINGS INC |
691 |
- |
2024-06-30 |
29,580 |
$1,453,000 |
-750 |
|
LPL FINANCIAL CORP |
3088 |
- |
2024-06-30 |
22,684 |
$1,114,000 |
-1,920 |
|
ACCREDITED INVESTORS INC. |
124 |
- |
2024-06-30 |
9,734 |
$478,000 |
-2,138 |
|
MERITAGE PORTFOLIO MANAGEMENT |
260 |
- |
2024-06-30 |
8,281 |
$407,000 |
-9 |
|
UBS Group AG |
4097 |
- |
2024-06-30 |
7,571 |
$372,000 |
-2,665 |
|
SOL CAPITAL MANAGEMENT CO |
274 |
- |
2024-06-30 |
5,025 |
$247,000 |
-1,000 |
|
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6 Records found
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1
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Page 1 of 1 |
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