|
Institutional
Holders
Total
Institutions:
|
463 22 |
|
Total
shares held :
|
87,006,275 |
|
% of shares
held :
|
58.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-125 |
|
Amount
of shares held :
|
-4,517,306 |
|
% of shares
held change :
|
-3.02% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
104 |
- |
2024-03-31 |
29,829,156 |
$2,114,291,000 |
-1,423,170 |
|
FMR LLC |
278 |
- |
2024-03-31 |
13,283,310 |
$941,521,000 |
-501,308 |
|
BLACKROCK INC. |
1307 |
- |
2024-03-31 |
4,564,546 |
$323,535,000 |
-299,980 |
|
JANE STREET GROUP LLC |
65 |
- |
2024-03-31 |
2,764,205 |
$195,927,000 |
2,748,819 |
|
ENVESTNET ASSET MANAGEMENT INC |
295 |
- |
2024-03-31 |
2,346,729 |
$166,336,000 |
-2,844,333 |
|
MORGAN STANLEY |
890 |
- |
2024-03-31 |
2,316,319 |
$164,181,000 |
-108,845 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
73 |
- |
2024-03-31 |
1,870,007 |
$132,546,000 |
-44,852 |
|
WHARTON BUSINESS GROUP, LLC |
5 |
- |
2024-03-31 |
1,616,055 |
$114,546,000 |
-382,050 |
|
MERCER GLOBAL ADVISORS INC /ADV |
61 |
- |
2024-03-31 |
1,340,069 |
$94,984,000 |
-2,662,263 |
|
ADVANTUS CAPITAL MANAGEMENT INC |
7 |
- |
2024-03-31 |
1,113,648 |
$78,935,000 |
-12,800 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
43 |
- |
2024-03-31 |
991,786 |
$70,298,000 |
-30,828 |
|
SEI INVESTMENTS CO |
234 |
- |
2024-03-31 |
889,910 |
$63,077,000 |
9,621 |
|
LPL FINANCIAL CORP |
479 |
- |
2024-03-31 |
858,715 |
$60,866,000 |
-40,323 |
|
AMERIPRISE FINANCIAL INC |
745 |
- |
2024-03-31 |
774,358 |
$57,197,000 |
-163,977 |
|
WELLS FARGO & CO/MN |
724 |
- |
2024-03-31 |
684,520 |
$48,519,000 |
-42,181 |
|
UBS Group AG |
791 |
- |
2024-03-31 |
638,324 |
$45,244,000 |
41,533 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
141 |
- |
2024-03-31 |
497,905 |
$35,292,000 |
2,472 |
|
ALLIANCEBERNSTEIN L.P. |
716 |
- |
2024-03-31 |
460,064 |
$32,609,000 |
-5,155 |
|
ROYAL BANK OF CANADA |
964 |
- |
2024-03-31 |
403,352 |
$28,589,000 |
-207,955 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
417 |
- |
2024-03-31 |
356,968 |
$25,302,000 |
-18,139 |
|
HORIZON INVESTMENTS, LLC/SC |
21 |
- |
2024-03-31 |
353,851 |
$25,081,000 |
347 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
451 |
- |
2024-03-31 |
329,093 |
$23,326,000 |
-33,399 |
|
PFS INVESTMENTS INC. |
85 |
- |
2023-06-30 |
325,353 |
$21,961,000 |
16,561 |
|
Burt Wealth Advisors |
8 |
- |
2024-03-31 |
301,650 |
$21,381,000 |
30,846 |
|
Brookstone Capital Management |
62 |
- |
2024-03-31 |
290,821 |
$20,613,000 |
-14,610 |
|
DRW SECURITIES, LLC |
12 |
*New |
2024-03-31 |
266,236 |
$18,871,000 |
266,236 |
|
CUTLER INVESTMENT COUNSEL LLC |
9 |
- |
2024-03-31 |
263,753 |
$18,695,000 |
11,504 |
|
AMUNDI |
717 |
- |
2024-03-31 |
265,200 |
$17,986,000 |
2,600 |
|
BANK OF NEW YORK MELLON CORP |
1713 |
- |
2024-03-31 |
221,298 |
$15,686,000 |
-127,653 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
243 |
- |
2024-03-31 |
211,206 |
$14,970,000 |
50,439 |
|
Armbruster Capital Management Inc. |
11 |
- |
2024-03-31 |
198,130 |
$14,043,000 |
2,075 |
|
Symmetry Partner LLC |
27 |
- |
2024-03-31 |
196,967 |
$13,961,000 |
-44,376 |
|
Lester Murray Antman dba SimplyRich |
5 |
- |
2024-03-31 |
189,183 |
$13,410,000 |
1,161 |
|
MARINER WEALTH ADVISORS, LLC |
428 |
- |
2024-03-31 |
187,221 |
$13,270,000 |
-12,527 |
|
JJJ Advisors Inc. |
10 |
- |
2024-03-31 |
182,937 |
$12,967,000 |
1,745 |
|
Advisor Group Holdings Inc. |
575 |
- |
2024-03-31 |
177,229 |
$12,563,000 |
-93,281 |
|
ANDERSON HOAGLAND & CO |
20 |
- |
2024-03-31 |
170,543 |
$11,800,000 |
5,054 |
|
J P MORGAN CHASE & CO |
1965 |
- |
2024-03-31 |
166,367 |
$11,792,000 |
-2,446 |
|
CAPTRUST FINANCIAL ADVISORS |
317 |
- |
2024-03-31 |
164,964 |
$11,693,000 |
-57,575 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
443 |
- |
2024-03-31 |
155,858 |
$11,047,000 |
-227,900 |
|
Apella Capital LLC |
42 |
- |
2024-03-31 |
152,946 |
$10,691,000 |
-1,743 |
|
MML INVESTORS SERVICES LLC |
399 |
- |
2024-03-31 |
146,691 |
$10,397,000 |
-24,314 |
|
PRINCIPAL SECURITIES INC. |
68 |
- |
2024-03-31 |
142,672 |
$10,113,000 |
-2,236 |
|
KOCHIS FITZ/QUINTILE LLC |
34 |
- |
2024-03-31 |
142,127 |
$10,074,000 |
-14,006 |
|
Facet Wealth Inc. |
33 |
- |
2024-03-31 |
139,971 |
$9,893,000 |
43,484 |
|
Rehmann Capital Advisory Group |
26 |
- |
2024-03-31 |
133,239 |
$9,444,000 |
-1,984 |
|
RAYMOND JAMES & ASSOCIATES |
1198 |
- |
2024-03-31 |
132,135 |
$9,366,000 |
-19,854 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
640 |
- |
2024-03-31 |
132,052 |
$9,360,000 |
132,052 |
|
VAUGHAN AND COMPANY SECURITIES INC. |
7 |
- |
2024-03-31 |
128,800 |
$9,129,000 |
3,341 |
|
MISSION CREEK CAPITAL PARTNERS INC |
7 |
- |
2024-03-31 |
126,877 |
$8,993,000 |
-5,759 |
|
LEDYARD NATIONAL BANK |
39 |
- |
2024-03-31 |
125,332 |
$8,884,000 |
6,736 |
|
HERON FINANCIAL GROUP LLC |
3 |
- |
2023-06-30 |
127,460 |
$8,604,000 |
-7,276 |
|
RSM US WEALTH MANAGEMENT LLC |
69 |
- |
2024-03-31 |
120,079 |
$8,511,000 |
-1,235 |
|
HIGHTOWER ADVISORS, LLC |
746 |
- |
2024-03-31 |
119,929 |
$8,489,000 |
-17,544 |
|
PROVISE MANAGEMENT GROUP LLC |
45 |
- |
2024-03-31 |
112,138 |
$7,948,000 |
-447 |
|
Cetera Investment Advisers |
208 |
- |
2024-03-31 |
112,069 |
$7,943,000 |
-7,696 |
|
Magnus Financial Group LLC |
26 |
- |
2024-03-31 |
107,649 |
$7,630,000 |
-4,223 |
|
US BANCORP |
483 |
- |
2024-03-31 |
106,981 |
$7,583,000 |
-1,485 |
|
GOLDMAN SACHS GROUP INC/ |
2267 |
- |
2024-03-31 |
106,103 |
$7,521,000 |
21,642 |
|
ASSET MANAGEMENT GROUP, INC. |
23 |
- |
2024-03-31 |
104,283 |
$7,392,000 |
-757 |
|
APCM Wealth Management for Individuals |
20 |
- |
2024-03-31 |
104,284 |
$7,392,000 |
103,314 |
|
COMERICA BANK |
533 |
- |
2024-03-31 |
104,210 |
$7,386,000 |
-96,195 |
|
Geneos Wealth Management Inc. |
67 |
- |
2024-03-31 |
103,124 |
$7,309,000 |
-38,135 |
|
CREATIVE PLANNING |
496 |
- |
2024-03-31 |
101,846 |
$7,219,000 |
-2,269 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
36 |
- |
2024-03-31 |
101,544 |
$7,197,000 |
-2,679 |
|
MULTIFINANCIAL SECURITIES CORP |
343 |
- |
2024-03-31 |
101,091 |
$7,165,000 |
8,073 |
|
DAVIDSON D A & CO |
225 |
- |
2024-03-31 |
100,641 |
$7,133,000 |
-600 |
|
Vestcor Investment Management Corp |
102 |
- |
2024-03-31 |
99,489 |
$7,052,000 |
-111,521 |
|
Well Done LLC |
13 |
- |
2024-03-31 |
99,233 |
$7,034,000 |
-1,685 |
|
McNaughton Wealth Management LLC |
8 |
- |
2024-03-31 |
94,167 |
$6,675,000 |
3,323 |
|
Friedenthal Financial |
4 |
- |
2024-03-31 |
91,528 |
$6,488,000 |
1,086 |
|
H D Vest Advisory Services |
247 |
- |
2024-03-31 |
91,511 |
$6,486,000 |
-4,492 |
|
FINANCIAL NETWORK |
551 |
- |
2024-03-31 |
85,816 |
$6,083,000 |
-1,473 |
|
BB&T CORP |
813 |
- |
2024-03-31 |
85,343 |
$6,049,000 |
-11,195 |
|
BANK OF MONTREAL /CAN/ |
1000 |
- |
2024-03-31 |
77,550 |
$5,873,000 |
6,498 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
105 |
- |
2024-03-31 |
82,699 |
$5,862,000 |
-18,981 |
|
PNC FINANCIAL SERVICES GROUP INC |
621 |
- |
2024-03-31 |
82,469 |
$5,845,000 |
-3,920 |
|
CITADEL ADVISORS LLC |
1589 |
- |
2024-03-31 |
81,025 |
$5,743,000 |
78,381 |
|
Atria Wealth Solutions Inc. |
300 |
- |
2024-03-31 |
80,557 |
$5,710,000 |
911 |
|
Sontag Advisory LLC |
109 |
- |
2024-03-31 |
80,554 |
$5,710,000 |
-37,333 |
|
Yeomans Consulting Group Inc. |
12 |
- |
2024-03-31 |
75,430 |
$5,346,000 |
851 |
|
GLENMEDE TRUST CO NA |
430 |
- |
2024-03-31 |
73,936 |
$5,241,000 |
15,590 |
|
Envestnet Portfolio Solutions Inc. |
385 |
- |
2024-03-31 |
68,499 |
$4,855,000 |
-16,837 |
|
Adviser Investments LLC |
150 |
- |
2024-03-31 |
68,342 |
$4,844,000 |
-1,542 |
|
ESTATE COUNSELORS, LLC |
15 |
- |
2024-03-31 |
67,430 |
$4,779,000 |
360 |
|
Equitable Holdings Inc. |
251 |
- |
2024-03-31 |
66,484 |
$4,712,000 |
1,775 |
|
STIFEL FINANCIAL CORP |
1207 |
- |
2024-03-31 |
63,281 |
$4,486,000 |
3,101 |
|
Goss Wealth Management LLC |
434 |
- |
2024-03-31 |
59,130 |
$4,191,000 |
-4,688 |
|
Polaris Wealth Advisers LLC |
85 |
- |
2023-09-30 |
61,078 |
$3,984,000 |
61,078 |
|
Merit Financial Group LLC |
173 |
- |
2024-03-31 |
52,667 |
$3,711,000 |
-8,524 |
|
Sanford Advisory Services LLC |
24 |
- |
2022-12-31 |
58,251 |
$3,706,000 |
-26,476 |
|
TRUST CO OF VIRGINIA /VA |
64 |
- |
2024-03-31 |
51,756 |
$3,668,000 |
530 |
|
UMA Financial Services Inc. |
32 |
- |
2024-03-31 |
52,999 |
$3,596,000 |
-1,605 |
|
FINANCIAL ARCHITECTS INC |
42 |
- |
2023-06-30 |
52,740 |
$3,560,000 |
-6,532 |
|
Private Advisor Group LLC |
578 |
- |
2024-03-31 |
49,936 |
$3,539,000 |
-7,551 |
|
HANSON MCCLAIN, INC. |
230 |
- |
2024-03-31 |
49,928 |
$3,539,000 |
179 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
333 |
- |
2024-03-31 |
49,598 |
$3,516,000 |
-534 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
585 |
- |
2023-09-30 |
53,320 |
$3,478,000 |
71 |
|
Gateway Wealth Partners LLC |
20 |
- |
2024-03-31 |
48,264 |
$3,421,000 |
-1,606 |
|
BDO Wealth Advisors LLC |
56 |
- |
2023-06-30 |
50,024 |
$3,377,000 |
278 |
|
|
100 Records found
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1
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