|
Institutional
Holders
Total
Institutions:
|
416 8 |
|
Total
shares held :
|
103,759,082 |
|
% of shares
held :
|
69.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-3,083,291 |
|
% of shares
held change :
|
-2.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$84.20 |
|
Last
Quarter's Ending
Price :
|
$93.81 |
|
Last
Quarter's Average
Price :
|
$87.85 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
16.79 (19.11%) |
|
|
|
|
|
|
|
|
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 |
16 |
- |
2024-03-31 |
28,986,303 |
$3,008,488,000 |
-373,574 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
15 |
- |
2024-03-31 |
10,059,156 |
$1,044,040,000 |
-117,110 |
|
MORGAN STANLEY |
418 |
- |
2024-03-31 |
5,165,774 |
$536,156,000 |
-4,458 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
1 |
- |
2024-03-31 |
4,974,594 |
$516,313,000 |
-99,622 |
|
GOLDMAN SACHS GROUP INC/ |
185 |
- |
2024-03-31 |
4,913,767 |
$510,147,000 |
-73,722 |
|
Betterment LLC |
19 |
- |
2024-03-31 |
3,911,918 |
$406,018,000 |
290,404 |
|
BANK OF AMERICA CORP /DE/ |
448 |
- |
2024-03-31 |
3,179,470 |
$329,997,000 |
-292,670 |
|
ENVESTNET ASSET MANAGEMENT INC |
168 |
- |
2024-03-31 |
3,016,310 |
$313,063,000 |
-130,735 |
|
LPL FINANCIAL CORP |
126 |
- |
2024-03-31 |
2,763,396 |
$286,813,000 |
252,000 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
2 |
- |
2024-03-31 |
2,328,921 |
$241,718,000 |
113,086 |
|
SigFig Wealth Management LLC |
3 |
- |
2024-03-31 |
2,005,512 |
$208,152,000 |
13,936 |
|
Glenview Trust Co |
6 |
- |
2024-03-31 |
1,301,961 |
$135,131,000 |
-6,522 |
|
RAYMOND JAMES & ASSOCIATES |
229 |
- |
2024-03-31 |
1,086,428 |
$112,760,000 |
-44,939 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
1 |
- |
2024-03-31 |
911,478 |
$94,602,000 |
34,782 |
|
RETIREMENT PLANNING GROUP |
5 |
- |
2024-03-31 |
903,136 |
$93,737,000 |
-39,997 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
130 |
- |
2024-03-31 |
849,403 |
$88,160,000 |
-48,652 |
|
SFMG, LLC |
4 |
- |
2024-03-31 |
805,653 |
$83,619,000 |
-3,962 |
|
ROYAL BANK OF CANADA |
544 |
- |
2024-03-31 |
793,394 |
$82,346,000 |
53,255 |
|
WMS PARTNERS, LLC |
4 |
- |
2024-03-31 |
768,645 |
$79,778,000 |
73,033 |
|
CLS INVESTMENT FIRM LLC |
2 |
- |
2022-12-31 |
1,032,787 |
$78,626,000 |
-30,374 |
|
Resources Investment Advisors Inc. |
13 |
- |
2024-03-31 |
753,197 |
$78,174,000 |
14,773 |
|
SkyView Investment Advisors LLC |
1 |
- |
2024-03-31 |
746,075 |
$77,435,000 |
67,259 |
|
UBS Group AG |
593 |
- |
2024-03-31 |
704,362 |
$73,106,000 |
-46,599 |
|
Riverpoint Wealth Management Holdings LLC |
1 |
- |
2024-03-31 |
660,266 |
$68,529,000 |
-11,854 |
|
MULTIFINANCIAL SECURITIES CORP |
25 |
- |
2024-03-31 |
651,737 |
$67,644,000 |
-613,226 |
|
Goldstein Advisors LLC |
2 |
- |
2024-03-31 |
599,216 |
$62,193,000 |
27,399 |
|
KB FINANCIAL PARTNERS LLC |
1 |
- |
2023-09-30 |
718,609 |
$60,528,000 |
-9,174 |
|
Orion Portfolio Solutions LLC |
18 |
- |
2024-03-31 |
573,954 |
$59,571,000 |
-204,243 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
140 |
- |
2024-03-31 |
573,527 |
$59,526,000 |
8,042 |
|
GFG Capital LLC |
1 |
- |
2024-03-31 |
670,492 |
$57,385,000 |
-28,569 |
|
AdvisorNet Financial Inc |
1 |
- |
2024-03-31 |
550,314 |
$57,117,000 |
-25,739 |
|
JANNEY MONTGOMERY SCOTT LLC |
117 |
- |
2024-03-31 |
531,377 |
$55,152,000 |
-1,792 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
11 |
- |
2024-03-31 |
489,165 |
$50,770,000 |
39,669 |
|
Hennion & Walsh Asset Management Inc. |
1 |
- |
2024-03-31 |
479,989 |
$49,818,000 |
7,170 |
|
APPLETON PARTNERS INC/MA |
3 |
- |
2024-03-31 |
454,359 |
$47,158,000 |
-8,472 |
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2 |
- |
2024-03-31 |
446,002 |
$46,291,000 |
-1,772 |
|
Leo Wealth LLC |
5 |
- |
2024-03-31 |
400,920 |
$41,556,000 |
23,564 |
|
Kelman-Lazarov Inc. |
4 |
- |
2024-03-31 |
379,453 |
$39,383,000 |
-4,264 |
|
Steward Partners Investment Advisory LLC |
49 |
- |
2024-03-31 |
370,239 |
$38,427,000 |
-4,061 |
|
Dynamic Advisors Solutions LLC |
6 |
- |
2024-03-31 |
361,490 |
$37,519,000 |
25,766 |
|
HIGHTOWER ADVISORS, LLC |
316 |
- |
2024-03-31 |
359,890 |
$37,367,000 |
-6,311 |
|
Sanford Advisory Services LLC |
2 |
- |
2022-12-31 |
437,897 |
$33,338,000 |
-55,563 |
|
CI Private Wealth LLC |
302 |
- |
2024-03-31 |
311,903 |
$32,372,000 |
-8,423 |
|
BFT FINANCIAL GROUP LLC |
7 |
- |
2023-06-30 |
362,802 |
$31,625,000 |
-5,198 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
376 |
- |
2024-03-31 |
290,730 |
$30,175,000 |
-11,621 |
|
J P MORGAN CHASE & CO |
1434 |
- |
2024-03-31 |
286,520 |
$29,738,000 |
34,587 |
|
IAG Wealth Partners LLC |
4 |
- |
2024-03-31 |
264,575 |
$27,460,000 |
-7,078 |
|
GeoWealth Management LLC |
17 |
- |
2024-03-31 |
256,599 |
$26,633,000 |
203,286 |
|
HUNTER ASSOCIATES INC. |
3 |
- |
2024-03-31 |
255,895 |
$26,559,000 |
14,514 |
|
Ten Capital Wealth Advisors LLC |
3 |
- |
2023-06-30 |
302,108 |
$26,374,000 |
3,706 |
|
Evergreen Wealth Solutions LLC |
1 |
- |
2024-03-31 |
252,237 |
$26,180,000 |
79,908 |
|
Cornerstone Advisory LLP |
4 |
- |
2024-03-31 |
231,450 |
$24,022,000 |
-843 |
|
PMFM INC. |
13 |
- |
2024-03-31 |
228,328 |
$23,698,000 |
-19,491 |
|
CAPTRUST FINANCIAL ADVISORS |
192 |
- |
2024-03-31 |
225,445 |
$23,399,000 |
-3,548 |
|
LINCOLN CAPITAL CORP |
1 |
- |
2024-03-31 |
223,987 |
$23,248,000 |
5,803 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
10 |
- |
2024-03-31 |
218,090 |
$22,636,000 |
-28,904 |
|
AXXCESS WEALTH MANAGEMENT LLC |
30 |
- |
2024-03-31 |
215,324 |
$22,348,000 |
3,777 |
|
Baird Financial Group Inc. |
310 |
- |
2024-03-31 |
211,263 |
$21,927,000 |
13,941 |
|
ACIMA PRIVATE WEALTH LLC |
1 |
- |
2024-03-31 |
210,722 |
$21,871,000 |
79,515 |
|
Horizon Family Wealth Inc. |
1 |
- |
2024-03-31 |
209,093 |
$21,702,000 |
-1,641 |
|
PRINCIPAL SECURITIES INC. |
28 |
- |
2024-03-31 |
194,883 |
$20,227,000 |
2,172 |
|
First Command Financial Services Inc. |
12 |
- |
2023-06-30 |
229,134 |
$20,003,000 |
-110,929 |
|
First Command Bank |
12 |
- |
2023-06-30 |
229,134 |
$20,003,000 |
-110,929 |
|
CALLAN CAPITAL, LLC |
17 |
- |
2024-03-31 |
186,974 |
$19,406,000 |
-9,737 |
|
Rockefeller Capital Management L.P. |
340 |
- |
2024-03-31 |
185,628 |
$19,266,000 |
154,229 |
|
VAUGHAN AND COMPANY SECURITIES INC. |
2 |
- |
2024-03-31 |
182,358 |
$18,927,000 |
-365 |
|
Advisor Group Holdings Inc. |
433 |
- |
2024-03-31 |
178,354 |
$18,521,000 |
-83,794 |
|
First Ascent Asset Management LLC |
14 |
- |
2023-12-31 |
194,565 |
$18,252,000 |
6,151 |
|
ARVEST INVESTMENTS INC. |
11 |
- |
2024-03-31 |
170,603 |
$17,707,000 |
-16,465 |
|
QUANTITATIVE ADVANTAGE LLC |
12 |
- |
2023-03-31 |
215,777 |
$17,525,000 |
-8,581 |
|
LexAurum Advisors LLC |
1 |
- |
2024-03-31 |
167,970 |
$17,434,000 |
1,046 |
|
MARINER WEALTH ADVISORS, LLC |
358 |
- |
2024-03-31 |
164,327 |
$17,055,000 |
32,356 |
|
HANSON MCCLAIN, INC. |
80 |
- |
2024-03-31 |
164,147 |
$17,037,000 |
-12,539 |
|
MCCORMACK ADVISORS INTERNATIONAL |
111 |
- |
2024-03-31 |
160,067 |
$16,613,000 |
5,185 |
|
Gladstone Institutional Advisory LLC |
20 |
- |
2024-03-31 |
156,503 |
$16,243,000 |
-3,691 |
|
Lido Advisors LLC |
104 |
- |
2024-03-31 |
154,961 |
$16,083,000 |
4,717 |
|
MERCER GLOBAL ADVISORS INC /ADV |
230 |
- |
2024-03-31 |
149,296 |
$15,495,000 |
-8,224 |
|
Envestnet Portfolio Solutions Inc. |
171 |
- |
2024-03-31 |
147,234 |
$15,281,000 |
-7,460 |
|
REGAL INVESTMENT ADVISORS, LLC |
15 |
- |
2024-03-31 |
142,517 |
$14,792,000 |
12,943 |
|
NorthStar Asset Management LLC /NJ/ |
1 |
- |
2024-03-31 |
141,907 |
$14,729,000 |
4,764 |
|
Royal Harbor Partners LLC |
3 |
- |
2024-03-31 |
140,439 |
$14,576,000 |
-74,115 |
|
First Command Advisory Services Inc. |
23 |
- |
2024-03-31 |
136,389 |
$14,156,000 |
-27,536 |
|
Spire Wealth Management |
82 |
- |
2024-03-31 |
135,455 |
$14,059,000 |
-20,560 |
|
Inscription Capital LLC |
4 |
- |
2024-03-31 |
135,631 |
$13,937,000 |
3,362 |
|
Silicon Valley Capital Partners |
13 |
- |
2024-03-31 |
133,663 |
$13,873,000 |
24,275 |
|
Worth Financial Advisory Group LLC |
1 |
- |
2024-03-31 |
130,258 |
$13,520,000 |
4,817 |
|
Lee Financial Group Hawaii Inc. |
3 |
- |
2024-03-31 |
129,672 |
$13,459,000 |
115,215 |
|
Private Advisor Group LLC |
197 |
- |
2024-03-31 |
127,618 |
$13,245,000 |
17,446 |
|
Centurion Wealth Management LLC |
4 |
- |
2024-03-31 |
126,016 |
$13,079,000 |
-21,235 |
|
BB&T CORP |
540 |
- |
2024-03-31 |
122,881 |
$12,754,000 |
-152,978 |
|
Intrua Financial LLC |
5 |
- |
2023-03-31 |
155,368 |
$12,672,000 |
-6,064 |
|
Gratus Wealth Advisors LLC |
16 |
- |
2024-03-31 |
126,075 |
$12,461,000 |
-6,224 |
|
NOVARE CAPITAL MANAGEMENT LLC |
36 |
- |
2024-03-31 |
113,035 |
$11,732,000 |
16,603 |
|
Canvas Wealth Advisors LLC |
8 |
- |
2024-03-31 |
115,291 |
$11,402,000 |
-28,598 |
|
Archvest Wealth Advisors Inc. |
3 |
- |
2024-03-31 |
107,839 |
$11,162,000 |
-5,678 |
|
XML Financial LLC |
19 |
- |
2024-03-31 |
107,333 |
$11,140,000 |
-680 |
|
LEDYARD NATIONAL BANK |
27 |
- |
2024-03-31 |
106,737 |
$11,078,000 |
5,103 |
|
STIFEL FINANCIAL CORP |
793 |
- |
2024-03-31 |
101,693 |
$10,555,000 |
-611 |
|
Equitable Holdings Inc. |
147 |
- |
2024-03-31 |
100,834 |
$10,466,000 |
946 |
|
COMERICA BANK |
402 |
- |
2024-03-31 |
100,565 |
$10,438,000 |
-208 |
|
|
100 Records found
|
1
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