|
Institutional
Holders
Total
Institutions:
|
258 20 |
|
Total
shares held :
|
80,204,467 |
|
% of shares
held :
|
14.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-101 |
|
Amount
of shares held :
|
-2,091,534 |
|
% of shares
held change :
|
-0.37% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.85 |
|
Last
Quarter's Ending
Price :
|
$22.44 |
|
Last
Quarter's Average
Price :
|
$23.32 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.95 (4.07%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
99 |
- |
2024-03-31 |
34,415,580 |
$816,338,000 |
2,387,466 |
|
MORGAN STANLEY |
830 |
- |
2024-03-31 |
7,899,028 |
$187,365,000 |
-262,780 |
|
LPL FINANCIAL CORP |
420 |
- |
2024-03-31 |
3,086,662 |
$73,216,000 |
-610,457 |
|
ROYAL BANK OF CANADA |
777 |
- |
2024-03-31 |
1,764,488 |
$41,854,000 |
42,491 |
|
Miracle Mile Advisors LLC |
28 |
- |
2024-03-31 |
1,685,537 |
$39,981,000 |
185,673 |
|
UBS Group AG |
864 |
- |
2024-03-31 |
1,644,057 |
$38,997,000 |
-1,199,445 |
|
Flaharty Asset Management LLC |
12 |
- |
2024-03-31 |
957,309 |
$22,707,000 |
220,039 |
|
Csenge Advisory Group |
18 |
- |
2024-03-31 |
828,574 |
$19,654,000 |
33,880 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
514 |
- |
2024-03-31 |
791,346 |
$18,771,000 |
-79,138 |
|
Cyndeo Wealth Partners LLC |
8 |
- |
2024-03-31 |
765,991 |
$18,169,000 |
62,473 |
|
ENVESTNET ASSET MANAGEMENT INC |
1200 |
- |
2024-03-31 |
715,118 |
$16,963,000 |
-36,044 |
|
IFP Advisors Inc |
21 |
- |
2023-12-31 |
698,432 |
$15,673,000 |
49,080 |
|
Financial Partners Group Inc |
17 |
- |
2024-03-31 |
644,658 |
$15,291,000 |
-220,990 |
|
Advisor Group Holdings Inc. |
506 |
- |
2024-03-31 |
639,391 |
$15,168,000 |
-401,512 |
|
Cetera Investment Advisers |
521 |
- |
2024-03-31 |
592,631 |
$14,057,000 |
276,594 |
|
Kestra Advisory Services LLC |
237 |
- |
2024-03-31 |
570,069 |
$13,522,000 |
-106,279 |
|
Magnus Financial Group LLC |
12 |
- |
2024-03-31 |
536,309 |
$12,721,000 |
-487,715 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
428 |
- |
2024-03-31 |
458,930 |
$10,886,000 |
-34,646 |
|
VALMARK ADVISERS INC |
58 |
- |
2024-03-31 |
447,640 |
$10,618,000 |
-5,483 |
|
CWM LLC |
294 |
- |
2024-03-31 |
408,570 |
$9,691,000 |
-75,319 |
|
Petix & Botte Co |
16 |
- |
2024-03-31 |
359,487 |
$8,527,000 |
-369,730 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
459 |
- |
2024-03-31 |
342,093 |
$8,114,000 |
34,939 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
933 |
- |
2024-03-31 |
311,362 |
$7,385,000 |
-61,723 |
|
RAYMOND JAMES & ASSOCIATES |
1335 |
- |
2024-03-31 |
305,513 |
$7,247,000 |
14,462 |
|
HIGHTOWER ADVISORS, LLC |
823 |
- |
2024-03-31 |
290,685 |
$6,903,000 |
133,418 |
|
Solitude Financial Services |
9 |
- |
2024-03-31 |
280,909 |
$6,663,000 |
71,200 |
|
MULTIFINANCIAL SECURITIES CORP |
364 |
- |
2024-03-31 |
277,934 |
$6,593,000 |
191,836 |
|
Laurel Wealth Advisors Inc. |
37 |
- |
2022-12-31 |
268,154 |
$6,567,000 |
-187,958 |
|
Financial Enhancement Group LLC |
34 |
- |
2024-03-31 |
268,822 |
$6,554,000 |
258,731 |
|
Mainsail Financial Group LLC |
5 |
- |
2024-03-31 |
275,051 |
$6,524,000 |
8,333 |
|
Harwood Advisory Group LLC |
19 |
- |
2024-03-31 |
260,500 |
$6,179,000 |
16,453 |
|
Choice Wealth Advisors LLC |
11 |
- |
2024-03-31 |
259,147 |
$6,147,000 |
5,551 |
|
RDL FINANCIAL INC |
8 |
- |
2024-03-31 |
259,430 |
$5,907,000 |
0 |
|
COMERICA SECURITIESINC. |
64 |
- |
2023-09-30 |
237,958 |
$5,711,000 |
4,307 |
|
JANNEY MONTGOMERY SCOTT LLC |
732 |
- |
2024-03-31 |
228,864 |
$5,429,000 |
-94,938 |
|
FINANCIAL NETWORK |
601 |
- |
2024-03-31 |
227,563 |
$5,398,000 |
-94,980 |
|
SHELTON WEALTH MANAGEMENT LLC |
7 |
- |
2024-03-31 |
226,438 |
$5,371,000 |
-1,929 |
|
Atria Wealth Solutions Inc. |
343 |
- |
2024-03-31 |
206,061 |
$4,888,000 |
-58,855 |
|
TAP Consulting LLC |
24 |
- |
2024-03-31 |
204,203 |
$4,844,000 |
116,207 |
|
Gladstone Institutional Advisory LLC |
104 |
- |
2024-03-31 |
200,407 |
$4,754,000 |
18,432 |
|
Baird Financial Group Inc. |
675 |
- |
2024-03-31 |
199,648 |
$4,736,000 |
-29,990 |
|
NATIONAL ASSET MANAGEMENT, INC. |
168 |
- |
2024-03-31 |
191,298 |
$4,591,000 |
11,202 |
|
KLR INVESTMENT ADVISORS LLC |
3 |
- |
2024-03-31 |
185,076 |
$4,508,000 |
27,492 |
|
BB&T CORP |
915 |
- |
2024-03-31 |
189,414 |
$4,493,000 |
-12,219 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1059 |
- |
2024-03-31 |
188,196 |
$4,464,000 |
-363,858 |
|
J O HAMBRO INVESTMENT MANAGEMENT LTD |
53 |
- |
2024-03-31 |
182,535 |
$4,332,000 |
-11,705 |
|
PCG Wealth Advisors LLC |
13 |
- |
2024-03-31 |
174,989 |
$4,151,000 |
-115,777 |
|
Concurrent Investment Advisors LLC |
145 |
- |
2024-03-31 |
164,119 |
$3,893,000 |
-15,078 |
|
CASTLE WEALTH MANAGEMENT LLC |
15 |
- |
2024-03-31 |
160,866 |
$3,816,000 |
15,296 |
|
AllSquare Wealth Management LLC |
8 |
- |
2024-03-31 |
153,077 |
$3,631,000 |
-219 |
|
HARBOUR INVESTMENTS INC. |
130 |
- |
2023-12-31 |
159,225 |
$3,573,000 |
-19,265 |
|
Andesa Financial Management Inc. |
11 |
- |
2022-12-31 |
145,067 |
$3,553,000 |
-161,797 |
|
Foundations Investment Advisors LLC |
173 |
- |
2024-03-31 |
148,380 |
$3,520,000 |
-39,995 |
|
Integrys Wealth Advisors LLC |
24 |
- |
2024-03-31 |
144,823 |
$3,435,000 |
-16,490 |
|
Sargent Investment Group LLC |
32 |
- |
2024-03-31 |
143,783 |
$3,411,000 |
-16,504 |
|
ABLE Financial Group LLC |
20 |
- |
2024-03-31 |
143,441 |
$3,402,000 |
12,320 |
|
Orion Portfolio Solutions LLC |
435 |
- |
2024-03-31 |
141,772 |
$3,363,000 |
-14,519 |
|
Capital Asset Advisory Services LLC |
65 |
- |
2024-03-31 |
137,246 |
$3,357,000 |
43,051 |
|
CITIGROUP INC |
1450 |
- |
2024-03-31 |
141,355 |
$3,353,000 |
55,521 |
|
AXXCESS WEALTH MANAGEMENT LLC |
178 |
- |
2024-03-31 |
135,282 |
$3,209,000 |
41,087 |
|
CLS INVESTMENT FIRM LLC |
308 |
- |
2022-12-31 |
128,943 |
$3,158,000 |
-17,513 |
|
Steward Partners Investment Advisory LLC |
449 |
- |
2024-03-31 |
126,714 |
$3,006,000 |
12,876 |
|
OPPENHEIMER & CO INC |
416 |
- |
2024-03-31 |
122,600 |
$2,908,000 |
-5,542 |
|
GeoWealth Management LLC |
137 |
- |
2024-03-31 |
116,388 |
$2,761,000 |
7,061 |
|
Ameritas Advisory Services LLC |
194 |
- |
2024-03-31 |
109,788 |
$2,599,000 |
24,397 |
|
RENAISSANCE TECHNOLOGIES LLC |
1860 |
- |
2024-03-31 |
108,200 |
$2,567,000 |
40,797 |
|
Cedrus LLC |
22 |
- |
2024-03-31 |
106,651 |
$2,530,000 |
9,799 |
|
Private Advisor Group LLC |
710 |
- |
2024-03-31 |
103,692 |
$2,460,000 |
-17,838 |
|
PROSPERA FINANCIAL SERVICES |
275 |
- |
2023-12-31 |
109,182 |
$2,450,000 |
3,292 |
|
tru Independence LLC |
51 |
- |
2024-03-31 |
102,804 |
$2,439,000 |
32,861 |
|
Integrated Wealth Concepts LLC |
450 |
- |
2024-03-31 |
101,866 |
$2,416,000 |
1,613 |
|
Asset Allocation Strategies LLC |
31 |
- |
2024-03-31 |
101,163 |
$2,400,000 |
2,172 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
49 |
- |
2024-03-31 |
96,553 |
$2,290,000 |
5,074 |
|
Bridge Advisory LLC |
25 |
- |
2024-03-31 |
95,275 |
$2,260,000 |
-803 |
|
WEALTHSOURCE PARTNERS LLC |
114 |
- |
2023-12-31 |
99,904 |
$2,242,000 |
-29,272 |
|
Bennett Associates Wealth Management |
16 |
- |
2024-03-31 |
92,817 |
$2,202,000 |
14,471 |
|
QUANTITATIVE ADVANTAGE LLC |
65 |
- |
2023-03-31 |
92,115 |
$2,164,000 |
-8,624 |
|
COMERICA BANK |
1171 |
- |
2024-03-31 |
84,505 |
$2,004,000 |
-9,752 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
148 |
- |
2024-03-31 |
83,380 |
$1,978,000 |
2,295 |
|
PRINCIPAL SECURITIES INC. |
274 |
- |
2024-03-31 |
83,367 |
$1,977,000 |
-13,842 |
|
Cadent Capital Advisors LLC |
32 |
- |
2024-03-31 |
80,542 |
$1,910,000 |
-10,155 |
|
DAVIDSON D A & CO |
541 |
- |
2024-03-31 |
80,401 |
$1,907,000 |
-12,771 |
|
CHIRON CAPITAL MANAGEMENT LLC |
7 |
- |
2024-03-31 |
76,536 |
$1,815,000 |
14,852 |
|
Waterfront Wealth Inc. |
54 |
- |
2024-03-31 |
73,470 |
$1,802,000 |
-20,616 |
|
Good Life Advisors LLC |
118 |
- |
2024-03-31 |
71,666 |
$1,700,000 |
15,090 |
|
CB&T WEALTH MANAGEMENT |
27 |
- |
2024-03-31 |
71,627 |
$1,699,000 |
25,892 |
|
MML INVESTORS SERVICES LLC |
1130 |
- |
2024-03-31 |
71,181 |
$1,688,000 |
-6,288 |
|
Transcendent Capital Group LLC |
36 |
- |
2024-03-31 |
69,451 |
$1,647,000 |
69,441 |
|
Financial Advocates Investment Management |
212 |
- |
2024-03-31 |
68,377 |
$1,622,000 |
-51,874 |
|
JANE STREET GROUP LLC |
2511 |
- |
2024-03-31 |
67,565 |
$1,603,000 |
-397,269 |
|
H D Vest Advisory Services |
597 |
- |
2024-03-31 |
67,506 |
$1,601,000 |
-10,353 |
|
Raab & Moskowitz Asset Management LLC |
61 |
- |
2024-03-31 |
66,603 |
$1,580,000 |
-500 |
|
NAPATREE CAPITAL LLC |
14 |
- |
2024-03-31 |
64,870 |
$1,555,000 |
4,683 |
|
Aft Forsyth & Sober LLC |
54 |
- |
2024-03-31 |
65,000 |
$1,542,000 |
0 |
|
Mutual Advisors LLC |
343 |
- |
2024-03-31 |
62,058 |
$1,472,000 |
-12,288 |
|
Ausdal Financial Partners Inc. |
133 |
- |
2024-03-31 |
61,630 |
$1,462,000 |
14,610 |
|
Western Wealth Management LLC |
172 |
- |
2024-03-31 |
59,959 |
$1,422,000 |
-884 |
|
CAPTRUST FINANCIAL ADVISORS |
954 |
- |
2024-03-31 |
58,966 |
$1,399,000 |
-11,442 |
|
MTM Investment Management LLC |
49 |
- |
2024-03-31 |
58,267 |
$1,382,000 |
-1,804 |
|
Arkadios Wealth Advisors |
184 |
- |
2024-03-31 |
57,322 |
$1,360,000 |
-8,491 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|