5/17/2024 | Hancock Whitney Corp | 3,860 | $410K | 0.0% | -25.3% | 0.000% | |
5/16/2024 | Ancora Advisors LLC | 66,808 | $7.10M | 0.2% | -7.0% | 0.003% | |
5/16/2024 | Silvercrest Asset Management Group LLC | 142,957 | $15.20M | 0.1% | -2.2% | 0.005% | |
5/15/2024 | SVB Wealth LLC | 13,185 | $1.40M | 0.0% | -30.4% | 0.001% | |
5/14/2024 | Rodgers Brothers Inc. | 30,968 | $3.29M | 0.4% | +225.4% | 0.001% | |
5/14/2024 | Puzo Michael J | 87,980 | $9.34M | 2.6% | +5.6% | 0.003% | |
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5/11/2024 | Bahl & Gaynor Inc. | 89,150 | $9.48M | 0.1% | -1.9% | 0.003% | |
5/10/2024 | Councilmark Asset Management LLC | 6,023 | $640K | 0.5% | N/A | 0.000% | |
5/10/2024 | Motco | 47,165 | $5.01M | 0.3% | -0.5% | 0.002% | |
5/8/2024 | Henry James International Management Inc. | 23,471 | $2.49M | 0.8% | +89.6% | 0.001% | |
5/8/2024 | Williams Jones Wealth Management LLC. | 17,909 | $1.90M | 0.0% | -25.8% | 0.001% | |
5/7/2024 | Abbrea Capital LLC | 14,599 | $1.55M | 0.2% | -3.6% | 0.001% | |
5/6/2024 | ORG Partners LLC | 2,672 | $283K | 0.5% | +15,617.6% | 0.000% | |
5/6/2024 | Broderick Brian C | 102,949 | $10.93M | 2.3% | +4.6% | 0.004% | |
5/6/2024 | Hemenway Trust Co LLC | 257,164 | $27.31M | 2.4% | +2.7% | 0.010% | |
5/2/2024 | Haverford Trust Co | 34,332 | $3.65M | 0.0% | -1.0% | 0.001% | |
5/2/2024 | Hendley & Co. Inc. | 44,612 | $4.74M | 1.7% | +0.6% | 0.002% | |
4/30/2024 | Mcintyre Freedman & Flynn Investment Advisers Inc. | 20,800 | $2.21M | 1.6% | +3.6% | 0.001% | |
4/30/2024 | Violich Capital Management Inc. | 5,097 | $541K | 0.1% | +3.2% | 0.000% | |
4/29/2024 | Notis McConarty Edward | 51,229 | $5.44M | 2.2% | -7.6% | 0.002% | |
4/29/2024 | Page Arthur B | 20,800 | $2.21M | 2.3% | -5.2% | 0.001% | |
4/27/2024 | NORTHSTAR ASSET MANAGEMENT Co LLC | 28,790 | $3.06M | 0.8% | -0.3% | 0.001% | |
4/26/2024 | Yousif Capital Management LLC | 45,700 | $4.85M | 0.1% | -3.0% | 0.002% | |
4/25/2024 | Horrell Capital Management Inc. | 29,371 | $3.12M | 0.9% | +0.5% | 0.001% | |
4/25/2024 | Equitable Trust Co. | 8,225 | $874K | 0.1% | -74.3% | 0.000% | |
4/24/2024 | Beddow Capital Management Inc. | 55,015 | $5.84M | 2.6% | +5.5% | 0.002% | |
4/23/2024 | Sky Investment Group LLC | 83,844 | $8.90M | 1.7% | +1.0% | 0.003% | |
4/23/2024 | Moody Lynn & Lieberson LLC | 11,285 | $1.20M | 0.1% | -1.3% | 0.000% | |
4/23/2024 | Wesbanco Bank Inc. | 2,075 | $220K | 0.0% | N/A | 0.000% | |
4/19/2024 | Carret Asset Management LLC | 21,114 | $2.25M | 0.3% | -3.9% | 0.001% | |
4/18/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 23,983 | $2.55M | 0.6% | +4.8% | 0.001% | |
4/18/2024 | Diversified Trust Co | 6,294 | $669K | 0.0% | -8.9% | 0.000% | |
4/11/2024 | Forbes J M & Co. LLP | 64,316 | $6.83M | 0.7% | -4.0% | 0.002% | |
4/11/2024 | Douglas Lane & Associates LLC | 783,166 | $83.26M | 1.2% | +3.7% | 0.029% | |
4/9/2024 | Neville Rodie & Shaw Inc. | 47,076 | $5.00M | 0.4% | -2.7% | 0.002% | |
4/5/2024 | GAMMA Investing LLC | 1,533 | $163K | 0.0% | -34.1% | 0.000% | |
4/4/2024 | Cullen Investment Group LTD. | 9,608 | $1.01M | 0.2% | +3.7% | 0.000% | |
4/1/2024 | Canandaigua National Bank & Trust Co. | 15,753 | $1.68M | 0.2% | -2.7% | 0.001% | |
4/1/2024 | Confluence Investment Management LLC | 1,046,136 | $111.10M | 1.5% | N/A | 0.039% | |
3/19/2024 | Accent Capital Management LLC | 2,086 | $241K | 0.2% | N/A | 0.000% | |
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3/4/2024 | Tucker Asset Management LLC | 4,465 | $516K | 0.1% | -6.5% | 0.000% | |
3/4/2024 | Congress Asset Management Co. MA | 92,608 | $10.73M | 0.1% | -2.4% | 0.003% | |
2/14/2024 | Cheviot Value Management LLC | 4,619 | $534K | 0.1% | -2.2% | 0.000% | |
2/14/2024 | Weik Capital Management | 58,714 | $6.79M | 3.1% | -3.2% | 0.002% | |
2/14/2024 | Broderick Brian C | 98,429 | $11.40M | 2.8% | +3.0% | 0.004% | |
2/14/2024 | Delaney Dennis R | 50,477 | $5.85M | 3.5% | +0.9% | 0.002% | |
2/14/2024 | Azimuth Capital Investment Management LLC | 35,048 | $4.06M | 0.2% | -0.5% | 0.001% | |
2/13/2024 | First National Bank of Omaha | 13,829 | $1.60M | 0.1% | -82.2% | 0.001% | |
2/13/2024 | Pinnacle West Asset Management Inc. | 2,855 | $330K | 0.3% | +4.8% | 0.000% | |
2/12/2024 | Partners Capital Investment Group LLP | 2,366 | $274K | 0.0% | +5.1% | 0.000% | |
2/12/2024 | Madison Asset Management LLC | 76,434 | $8.84M | 0.1% | -4.2% | 0.003% | |
2/12/2024 | Boston Family Office LLC | 95,221 | $11.01M | 0.8% | -7.3% | 0.004% | |
2/12/2024 | 3Chopt Investment Partners LLC | 4,173 | $483K | 0.2% | N/A | 0.000% | |
2/12/2024 | Douglass Winthrop Advisors LLC | 952,065 | $110.09M | 2.5% | +0.5% | 0.036% | |
2/12/2024 | Heritage Wealth Advisors | 2,135 | $247K | 0.0% | -9.4% | 0.000% | |
2/12/2024 | Godshalk Welsh Capital Management Inc. | 11,930 | $1.38M | 1.0% | -5.9% | 0.000% | |
2/9/2024 | Enterprise Financial Services Corp | 1,776 | $205K | 0.1% | -18.6% | 0.000% | |
2/9/2024 | Motco | 47,407 | $5.49M | 0.4% | -4.5% | 0.002% | |
2/8/2024 | Haverford Trust Co | 34,667 | $4.01M | 0.0% | -7.2% | 0.001% | |
2/7/2024 | Principal Street Partners LLC | 3,517 | $407K | 0.1% | -55.7% | 0.000% | |
2/7/2024 | Vestor Capital LLC | 1,334 | $154K | 0.0% | +242.9% | 0.000% | |
2/7/2024 | Pettee Investors Inc. | 41,757 | $4.84M | 2.1% | -0.7% | 0.002% | |
2/7/2024 | Pinnacle Wealth Management Advisory Group LLC | 36,117 | $4.19M | 0.5% | -4.5% | 0.001% | |
2/6/2024 | Henry James International Management Inc. | 12,378 | $1.43M | 0.5% | -3.0% | 0.000% | |
2/6/2024 | First Horizon Advisors Inc. | 624 | $72K | 0.0% | +22.4% | 0.000% | |
2/5/2024 | Altrius Capital Management Inc | 55,196 | $6.38M | 1.8% | +3.0% | 0.002% | |
2/2/2024 | Spinnaker Trust | 71,004 | $8.23M | 0.6% | +3.9% | 0.003% | |
2/2/2024 | Bahl & Gaynor Inc. | 90,853 | $10.53M | 0.1% | -0.6% | 0.003% | |
2/2/2024 | Abbrea Capital LLC | 15,149 | $1.75M | 0.3% | -2.9% | 0.001% | |
2/2/2024 | Carret Asset Management LLC | 21,964 | $2.55M | 0.3% | -0.7% | 0.001% | |
2/1/2024 | Yousif Capital Management LLC | 47,090 | $5.46M | 0.1% | +6.8% | 0.002% | |
2/1/2024 | GAMMA Investing LLC | 2,327 | $265K | 0.1% | N/A | 0.000% | |
2/1/2024 | SlateStone Wealth LLC | 2,753 | $318K | 0.0% | -14.6% | 0.000% | |
2/1/2024 | North Star Asset Management Inc. | 6,667 | $771K | 0.0% | -11.9% | 0.000% | |
2/1/2024 | OLD National Bancorp IN | 3,653 | $423K | 0.0% | +24.5% | 0.000% | |
2/1/2024 | Ramsay Stattman Vela & Price Inc. | 72,959 | $8.44M | 1.7% | -1.2% | 0.003% | |
1/31/2024 | Kornitzer Capital Management Inc. KS | 83,173 | $9.64M | 0.2% | +198.4% | 0.003% | |
1/31/2024 | Wetzel Investment Advisors Inc. | 598 | $69K | 0.0% | N/A | 0.000% | |
1/30/2024 | Saybrook Capital NC | 62,804 | $7.26M | 2.0% | -2.2% | 0.002% | |
1/30/2024 | SVB Wealth LLC | 18,939 | $2.19M | 0.1% | -2.6% | 0.001% | |
1/30/2024 | Cullen Investment Group LTD. | 9,266 | $1.07M | 0.2% | N/A | 0.000% | |
1/30/2024 | Bristol John W & Co. Inc. NY | 895,432 | $103.54M | 1.9% | -4.9% | 0.034% | |
1/29/2024 | Northstar Asset Management LLC | 28,890 | $3.34M | 0.9% | -5.4% | 0.001% | |
1/26/2024 | Hendley & Co. Inc. | 44,362 | $5.13M | 2.0% | -1.3% | 0.002% | |
1/25/2024 | FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 22,875 | $2.65M | 0.7% | +1.6% | 0.001% | |
1/25/2024 | Beddow Capital Management Inc. | 52,170 | $6.03M | 2.8% | +0.5% | 0.002% | |
1/25/2024 | Equitable Trust Co. | 32,005 | $3.71M | 0.3% | -2.2% | 0.001% | |
1/24/2024 | Sky Investment Group LLC | 82,999 | $9.60M | 2.0% | +1.4% | 0.003% | |
1/22/2024 | Alta Capital Management LLC | 1,765 | $204K | 0.0% | -93.4% | 0.000% | |
1/17/2024 | S.A. Mason LLC | 6,140 | $710K | 0.5% | -1.6% | 0.000% | |
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1/17/2024 | Douglas Lane & Associates LLC | 755,278 | $87.50M | 1.3% | -0.9% | 0.028% | |
1/16/2024 | Pacer Advisors Inc. | 24,744 | $2.86M | 0.0% | +0.8% | 0.001% | |
1/16/2024 | Windward Capital Management Co. CA | 37,868 | $4.38M | 0.4% | +0.5% | 0.001% | |
1/11/2024 | Avity Investment Management Inc. | 5,575 | $645K | 0.1% | N/A | 0.000% | |
1/11/2024 | Horrell Capital Management Inc. | 29,224 | $3.39M | 1.0% | +0.3% | 0.001% | |
1/8/2024 | Diversified Trust Co | 6,908 | $800K | 0.0% | -12.5% | 0.000% | |
1/5/2024 | Beach Investment Counsel Inc. PA | 191,115 | $22.10M | 2.7% | +15.2% | 0.007% | |
1/4/2024 | Canandaigua National Bank & Trust Co. | 16,197 | $1.88M | 0.3% | -2.2% | 0.001% | |
1/2/2024 | Neville Rodie & Shaw Inc. | 48,406 | $5.61M | 0.5% | -1.2% | 0.002% | |
12/13/2023 | Stonebridge Capital Management Inc. | 28,842 | $3.27M | 1.8% | -3.4% | 0.001% | |