| Quarter (USD) | Dec 24 | Sep 24 | Jun 24 | Mar 24 | |
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| Diluted EPS |
| Annual (USD) | Mar 24 | Mar 23 | Mar 22 | Mar 21 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
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| 13F holders | Current |
|---|---|
| Total holders | 19 |
| Opened positions | 3 |
| Closed positions | 3 |
| Increased positions | 5 |
| Reduced positions | 3 |
| 13F shares | Current |
|---|---|
| Total value | 54.15 bn |
| Total shares | 19.17 mm |
| Total puts | 0.00 |
| Total calls | 0.00 |
| Total put/call ratio | – |
| Largest owners | Shares | Value |
|---|---|---|
| BAC Bank of America | 6.81 mm | $37.88 mm |
| GS The Goldman Sachs Group, Inc. | 5.08 mm | $25.37 bn |
| JPM JPMorgan Chase & Co. | 4.88 mm | $24.33 bn |
| OAK-PA Oaktree Capital Group, LLC 6.625% PFD UT A | 1.46 mm | $0.00 |
| NBW Capital | 449.34 k | $2.24 bn |
| Cerity Partners | 160.45 k | $800.64 mm |
| Whittier Trust | 123.50 k | $616.27 mm |
| Tortoise Capital Advisors, L.L.C. | 68.23 k | $340.49 mm |
| Bokf, Na | 28.14 k | $149.12 mm |
| Janney Montgomery Scott | 27.34 k | $136.00 k |
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 14 Feb 25 | H Michael Krimbill | Common Units | Buy | Acquire P | Yes | No | 4.7967 | 45,000 | 215.85 k | 648,000 |
| 14 Feb 25 | H Michael Krimbill | Common Units | Buy | Acquire P | No | No | 4.778 | 14,017 | 66.97 k | 2,978,615 |
| 13 Feb 25 | H Michael Krimbill | Common Units | Buy | Acquire P | Yes | No | 4.4937 | 15,000 | 67.41 k | 603,000 |
| 13 Feb 25 | H Michael Krimbill | Common Units | Buy | Acquire P | No | No | 4.323 | 25,983 | 112.32 k | 2,964,598 |
| 14 Feb 24 | James M Collingsworth | Common Units | Buy | Acquire P | No | No | 5.819 | 69,899 | 406.74 k | 629,500 |
| 13 Feb 24 | James M Collingsworth | Common Units | Buy | Acquire P | No | No | 5.8079 | 30,101 | 174.82 k | 559,601 |
| 15 Nov 23 | Lawrence J. Thuillier | Common Units | Payment of exercise | Dispose F | No | No | 3.945 | 5,514 | 21.75 k | 84,298 |
| 15 Nov 23 | Derek S Reiners | Common Units | Grant | Acquire A | No | No | 0 | 12,500 | 0.00 | 126,000 |
