|
Institutional
Holders
Total
Institutions:
|
47 0 |
|
Total
shares held :
|
14,144,909 |
|
% of shares
held :
|
15.72% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-13 |
|
Amount
of shares held :
|
-207,963 |
|
% of shares
held change :
|
-0.23% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.56 |
|
Last
Quarter's Ending
Price :
|
$41.15 |
|
Last
Quarter's Average
Price :
|
$41.16 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.23 (0.56%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
209 |
- |
2024-03-31 |
3,815,679 |
$157,015,000 |
-1,545,795 |
|
ENVESTNET ASSET MANAGEMENT INC |
515 |
- |
2024-03-31 |
1,872,219 |
$77,042,000 |
-827,045 |
|
Betterment LLC |
53 |
- |
2024-03-31 |
811,417 |
$33,390,000 |
14,187 |
|
MORGAN STANLEY |
2223 |
- |
2024-03-31 |
737,179 |
$30,335,000 |
-283,027 |
|
PRINCIPAL SECURITIES INC. |
13 |
- |
2024-03-31 |
698,921 |
$28,761,000 |
-246,590 |
|
Envestnet Portfolio Solutions Inc. |
118 |
- |
2024-03-31 |
573,422 |
$23,596,000 |
-241,307 |
|
Cetera Investment Advisers |
342 |
- |
2024-03-31 |
557,856 |
$22,956,000 |
93,584 |
|
FINANCIAL NETWORK |
418 |
- |
2024-03-31 |
206,688 |
$8,505,000 |
-143,528 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
919 |
- |
2024-03-31 |
185,423 |
$7,630,000 |
101,960 |
|
David Kennon Inc |
10 |
*New |
2024-03-31 |
184,454 |
$7,590,000 |
184,454 |
|
QUANTITATIVE ADVANTAGE LLC |
28 |
- |
2023-03-31 |
163,192 |
$6,885,000 |
-3,660 |
|
Atria Wealth Solutions Inc. |
280 |
- |
2024-03-31 |
154,796 |
$6,370,000 |
-58,630 |
|
Bristlecone Advisors LLC |
42 |
- |
2024-03-31 |
146,934 |
$6,046,000 |
36,646 |
|
CAPTRUST FINANCIAL ADVISORS |
472 |
- |
2024-03-31 |
130,795 |
$5,382,000 |
-9,048 |
|
JANE STREET GROUP LLC |
1223 |
- |
2024-03-31 |
129,289 |
$5,320,000 |
-48,483 |
|
First Ascent Asset Management LLC |
28 |
- |
2023-12-31 |
105,319 |
$4,410,000 |
-710 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
821 |
- |
2024-03-31 |
106,313 |
$4,375,000 |
-23,203 |
|
BANK OF NEW YORK MELLON CORP |
2484 |
- |
2024-03-31 |
86,302 |
$3,551,000 |
-33,716 |
|
CoreCap Advisors LLC |
107 |
- |
2023-12-31 |
71,859 |
$3,009,000 |
5,307 |
|
CITADEL ADVISORS LLC |
2208 |
- |
2024-03-31 |
61,334 |
$2,524,000 |
22,575 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1659 |
- |
2024-03-31 |
52,587 |
$2,164,000 |
52,587 |
|
Robertson Stephens Wealth Management LLC |
161 |
- |
2024-03-31 |
45,308 |
$1,864,000 |
-6,340 |
|
Castle Rock Wealth Management LLC |
51 |
- |
2024-03-31 |
45,106 |
$1,808,000 |
-1,269 |
|
Advisor Group Holdings Inc. |
1793 |
- |
2024-03-31 |
42,868 |
$1,764,000 |
-1,300 |
|
MULTIFINANCIAL SECURITIES CORP |
1011 |
- |
2024-03-31 |
32,552 |
$1,340,000 |
-3,123 |
|
Private Advisor Group LLC |
1086 |
- |
2024-03-31 |
28,461 |
$1,171,000 |
484 |
|
Maia Wealth LLC |
53 |
- |
2023-12-31 |
26,166 |
$1,096,000 |
0 |
|
Legacy Advisors LLC |
134 |
- |
2024-03-31 |
24,706 |
$1,017,000 |
-1,020 |
|
Orion Portfolio Solutions LLC |
1050 |
- |
2024-03-31 |
20,634 |
$849,000 |
-9,535 |
|
Goss Wealth Management LLC |
1074 |
- |
2024-03-31 |
20,306 |
$836,000 |
-6,940 |
|
BANK OF AMERICA CORP /DE/ |
4131 |
- |
2024-03-31 |
20,287 |
$835,000 |
-4,949 |
|
REGAL INVESTMENT ADVISORS, LLC |
290 |
- |
2024-03-31 |
18,082 |
$744,000 |
-5,783 |
|
ICA Group Wealth Management LLC |
128 |
- |
2024-03-31 |
17,764 |
$731,000 |
-8,904 |
|
Perigon Wealth Management LLC |
489 |
- |
2024-03-31 |
14,599 |
$601,000 |
-5,989 |
|
Ausdal Financial Partners Inc. |
291 |
- |
2024-03-31 |
10,874 |
$447,000 |
-1,538 |
|
HANSON MCCLAIN, INC. |
599 |
- |
2024-03-31 |
9,798 |
$403,000 |
-23,375 |
|
Integrated Wealth Concepts LLC |
1148 |
- |
2024-03-31 |
9,658 |
$397,000 |
-3,652 |
|
J P MORGAN CHASE & CO |
3896 |
*New |
2024-03-31 |
9,000 |
$370,000 |
9,000 |
|
KINGSWOOD WEALTH ADVISORS LLC |
443 |
- |
2024-03-31 |
8,137 |
$335,000 |
0 |
|
Global Retirement Partners LLC |
690 |
- |
2024-03-31 |
6,508 |
$268,000 |
-5,850 |
|
Perennial Investment Advisors LLC |
274 |
- |
2024-03-31 |
6,445 |
$265,000 |
-3,061 |
|
Lantern Wealth Advisors LLC |
117 |
- |
2024-03-31 |
5,450 |
$224,000 |
-232 |
|
Redwood Investment Management LLC |
309 |
- |
2024-03-31 |
5,271 |
$217,000 |
-743 |
|
PRIVATE TRUST CO NA |
824 |
*New |
2024-03-31 |
2,729 |
$112,000 |
2,729 |
|
Farther Finance Advisors LLC |
1107 |
- |
2024-03-31 |
1,498 |
$61,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2173 |
- |
2024-03-31 |
1,064 |
$44,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1569 |
- |
2023-12-31 |
920 |
$39,000 |
-63 |
|
UBS Group AG |
5460 |
- |
2024-03-31 |
844 |
$35,000 |
-1,237 |
|
FMR LLC |
4321 |
- |
2024-03-31 |
132 |
$5,000 |
-290 |
|
ROYAL BANK OF CANADA |
6113 |
*New |
2024-03-31 |
29 |
$1,000 |
29 |
|
Patriot Financial Group Insurance Agency LLC |
484 |
*Closed |
2024-03-31 |
0 |
$0 |
-10,090 |
|
PROEQUITIES INC. |
5273 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
WELLS FARGO & CO/MN |
6635 |
*Closed |
2024-03-31 |
0 |
$0 |
-25 |
|
COMERICA BANK |
3782 |
- |
2024-03-31 |
5 |
$0 |
-208 |
|
|
54 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
|
|
|