|
Institutional
Holders
Total
Institutions:
|
300 11 |
|
Total
shares held :
|
3,983,274 |
|
% of shares
held :
|
44.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
Amount
of shares held :
|
338,490 |
|
% of shares
held change :
|
3.8% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$386.82 |
|
Last
Quarter's Ending
Price :
|
$448.18 |
|
Last
Quarter's Average
Price :
|
$410.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
320.78 (78.2%) |
|
|
|
|
|
|
|
|
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/ |
540 |
- |
2024-03-31 |
2,791,935 |
$240,609,000 |
2,342,718 |
|
Equitable Holdings Inc. |
11 |
- |
2024-03-31 |
2,105,588 |
$181,460,000 |
1,730,638 |
|
MORGAN STANLEY |
945 |
- |
2024-03-31 |
1,699,676 |
$146,478,000 |
1,422,577 |
|
BANK OF MONTREAL /CAN/ |
266 |
- |
2024-03-31 |
1,185,937 |
$103,900,000 |
768,571 |
|
ROYAL BANK OF CANADA |
483 |
- |
2024-03-31 |
1,184,067 |
$102,044,000 |
982,051 |
|
HPM Partners LLC |
91 |
- |
2024-03-31 |
1,043,475 |
$89,927,000 |
866,466 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
10 |
- |
2024-03-31 |
1,009,071 |
$86,962,000 |
824,164 |
|
LPL FINANCIAL CORP |
466 |
- |
2024-03-31 |
738,150 |
$63,614,000 |
626,907 |
|
YCMNET ADVISORS INC |
15 |
- |
2024-03-31 |
705,942 |
$60,838,000 |
582,748 |
|
J P MORGAN CHASE & CO |
1105 |
- |
2024-03-31 |
667,764 |
$57,548,000 |
561,162 |
|
Gray Foundation |
2 |
- |
2024-03-31 |
522,084 |
$44,993,000 |
435,070 |
|
WELLS FARGO & CO/MN |
848 |
- |
2024-03-31 |
408,265 |
$35,184,000 |
346,487 |
|
UBS Group AG |
937 |
- |
2024-03-31 |
389,368 |
$33,556,000 |
330,430 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
306 |
- |
2024-03-31 |
325,000 |
$28,009,000 |
276,700 |
|
AMERIPRISE FINANCIAL INC |
1130 |
- |
2024-03-31 |
307,474 |
$26,494,000 |
257,031 |
|
RAYMOND JAMES & ASSOCIATES |
655 |
- |
2024-03-31 |
306,070 |
$26,377,000 |
241,854 |
|
GM Advisory Group Inc. |
15 |
- |
2024-03-31 |
287,719 |
$24,796,000 |
242,597 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
450 |
- |
2024-03-31 |
271,599 |
$23,406,000 |
227,116 |
|
ENVESTNET ASSET MANAGEMENT INC |
1025 |
- |
2024-03-31 |
267,266 |
$23,033,000 |
228,093 |
|
Legacy Financial Strategies LLC |
6 |
- |
2024-03-31 |
247,896 |
$21,364,000 |
205,059 |
|
Stuart Chaussee & Associates Inc. |
5 |
- |
2024-03-31 |
236,766 |
$20,404,000 |
196,572 |
|
JANNEY MONTGOMERY SCOTT LLC |
364 |
- |
2024-03-31 |
204,773 |
$17,647,000 |
164,378 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
410 |
- |
2024-03-31 |
198,626 |
$17,118,000 |
177,645 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
569 |
- |
2024-03-31 |
189,817 |
$16,359,000 |
157,603 |
|
GOLDMAN SACHS GROUP INC/ |
1734 |
- |
2024-03-31 |
175,290 |
$15,106,000 |
122,252 |
|
MATHES COMPANY INC |
1 |
- |
2024-03-31 |
164,496 |
$14,176,000 |
137,080 |
|
MARINER WEALTH ADVISORS, LLC |
413 |
- |
2024-03-31 |
164,412 |
$14,169,000 |
138,000 |
|
BAILARD BIEHL & KAISER INC |
58 |
- |
2024-03-31 |
156,937 |
$13,525,000 |
128,981 |
|
STIFEL FINANCIAL CORP |
782 |
- |
2024-03-31 |
125,807 |
$10,842,000 |
104,535 |
|
CIBC WORLD MARKETS INC. |
262 |
- |
2024-03-31 |
123,066 |
$10,606,000 |
102,383 |
|
BANCO BILBAO VIZCAYA ARGENTARIA S.A. |
156 |
- |
2024-03-31 |
118,824 |
$10,240,000 |
109,146 |
|
BB&T CORP |
639 |
- |
2024-03-31 |
108,862 |
$9,382,000 |
90,051 |
|
CIC Wealth LLC |
7 |
- |
2024-03-31 |
102,577 |
$8,840,000 |
85,311 |
|
Avestar Capital LLC |
22 |
- |
2024-03-31 |
102,439 |
$8,828,000 |
76,176 |
|
Advisor Group Holdings Inc. |
758 |
- |
2024-03-31 |
99,652 |
$8,590,000 |
81,013 |
|
PNC FINANCIAL SERVICES GROUP INC |
547 |
- |
2024-03-31 |
97,551 |
$8,407,000 |
80,871 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
517 |
- |
2024-03-31 |
97,009 |
$8,360,000 |
81,193 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
401 |
- |
2023-09-30 |
21,822 |
$8,340,000 |
-5,527 |
|
HB Wealth Management LLC |
105 |
- |
2024-03-31 |
94,801 |
$8,170,000 |
83,912 |
|
PRUDENTIAL FINANCIAL INC |
754 |
- |
2024-03-31 |
92,134 |
$7,940,000 |
80,213 |
|
Northeast Financial Consultants Inc |
52 |
*New |
2024-03-31 |
77,994 |
$6,722,000 |
77,994 |
|
White Lighthouse Investment Management Inc. |
18 |
- |
2024-03-31 |
75,823 |
$6,534,000 |
62,544 |
|
WealthBridge Capital Management LLC |
11 |
- |
2024-03-31 |
71,393 |
$6,153,000 |
59,425 |
|
Meridian Wealth Management LLC |
21 |
- |
2024-03-31 |
69,612 |
$5,999,000 |
58,010 |
|
Dynamic Wealth Strategies LLC |
7 |
- |
2024-03-31 |
69,338 |
$5,976,000 |
57,626 |
|
DEUTSCHE BANK AG |
1192 |
- |
2024-03-31 |
66,660 |
$5,745,000 |
55,550 |
|
SCOTIA CAPITAL INC. |
236 |
- |
2024-03-31 |
66,648 |
$5,743,000 |
55,599 |
|
FIRST TRUST ADVISORS LP |
1229 |
- |
2024-03-31 |
66,333 |
$5,717,000 |
57,605 |
|
CWM LLC |
397 |
- |
2024-03-31 |
63,941 |
$5,510,000 |
53,249 |
|
Carnick & Kubik Group LLC |
64 |
- |
2024-03-31 |
62,678 |
$5,402,000 |
53,015 |
|
ASSET MANAGEMENT GROUP, INC. |
31 |
- |
2024-03-31 |
59,939 |
$5,166,000 |
49,899 |
|
Private Advisor Group LLC |
453 |
- |
2024-03-31 |
59,629 |
$5,139,000 |
51,037 |
|
Graves-Light Private Wealth Management Inc. |
42 |
- |
2024-03-31 |
57,024 |
$4,914,000 |
46,520 |
|
Apexium Financial LP |
38 |
- |
2024-03-31 |
56,572 |
$4,875,000 |
46,792 |
|
AFT, FORSYTH & COMPANY, INC. |
7 |
- |
2024-03-31 |
56,097 |
$4,834,000 |
46,717 |
|
ACIMA PRIVATE WEALTH LLC |
15 |
- |
2024-03-31 |
53,400 |
$4,602,000 |
44,500 |
|
Humankind Investments LLC |
15 |
- |
2024-03-31 |
48,930 |
$4,217,000 |
40,775 |
|
KKM Financial LLC |
7 |
- |
2024-03-31 |
48,817 |
$4,207,000 |
43,844 |
|
SHEETS SMITH & ASSOCIATES INC |
55 |
*New |
2024-03-31 |
47,595 |
$4,102,000 |
47,595 |
|
Goss Wealth Management LLC |
466 |
- |
2024-03-31 |
45,431 |
$3,915,000 |
38,237 |
|
BANK OF NEW YORK MELLON CORP |
2454 |
- |
2024-03-31 |
43,454 |
$3,745,000 |
36,514 |
|
INTERACTIVE FINANCIAL ADVISORS |
16 |
- |
2024-03-31 |
41,178 |
$3,549,000 |
36,678 |
|
MERIDIAN INVESTMENT COUNSEL INC. |
19 |
- |
2024-03-31 |
39,980 |
$3,445,000 |
33,147 |
|
Rockefeller Capital Management L.P. |
814 |
*New |
2024-03-31 |
39,461 |
$3,401,000 |
39,461 |
|
Milestone Investment Advisors LLC |
30 |
- |
2024-03-31 |
36,680 |
$3,161,000 |
30,506 |
|
TRAPHAGEN INVESTMENT ADVISORS LLC |
34 |
- |
2024-03-31 |
33,786 |
$2,912,000 |
0 |
|
Campion Asset Management LLC |
13 |
- |
2024-03-31 |
33,534 |
$2,890,000 |
28,119 |
|
ADVISORY SERVICES NETWORK, LLC |
353 |
- |
2024-03-31 |
33,494 |
$2,886,000 |
27,793 |
|
SHELTON WEALTH MANAGEMENT LLC |
12 |
- |
2024-03-31 |
33,216 |
$2,863,000 |
25,953 |
|
IHT Wealth Management LLC |
188 |
- |
2024-03-31 |
32,564 |
$2,806,000 |
27,087 |
|
HIGHTOWER ADVISORS, LLC |
1241 |
- |
2024-03-31 |
32,505 |
$2,805,000 |
24,534 |
|
MULTIFINANCIAL SECURITIES CORP |
677 |
- |
2024-03-31 |
31,918 |
$2,751,000 |
23,951 |
|
Milestone Advisory Partners |
19 |
- |
2023-09-30 |
6,753 |
$2,581,000 |
695 |
|
One Capital Management LLC |
134 |
- |
2024-03-31 |
29,850 |
$2,572,000 |
24,875 |
|
ALLIANCEBERNSTEIN L.P. |
1808 |
*New |
2024-03-31 |
28,061 |
$2,418,000 |
28,061 |
|
Sowell Financial Services LLC |
191 |
*New |
2024-03-31 |
27,514 |
$2,371,000 |
27,514 |
|
Migdal Insurance & Financial Holdings Ltd. |
110 |
- |
2024-03-31 |
27,234 |
$2,347,000 |
22,770 |
|
Clarity Wealth Advisors LLC |
33 |
- |
2024-03-31 |
27,166 |
$2,341,000 |
22,614 |
|
ATRIA INVESTMENTS LLC |
564 |
- |
2023-12-31 |
4,867 |
$2,181,000 |
397 |
|
FMR LLC |
2162 |
- |
2024-03-31 |
24,960 |
$2,151,000 |
20,881 |
|
MIDLAND WEALTH ADVISORS LLC |
43 |
- |
2024-03-31 |
24,558 |
$2,116,000 |
20,452 |
|
Cresset Asset Management LLC |
609 |
- |
2024-03-31 |
24,303 |
$2,094,000 |
22,040 |
|
MERCER GLOBAL ADVISORS INC /ADV |
720 |
- |
2024-03-31 |
23,680 |
$2,041,000 |
20,057 |
|
U.S. Capital Wealth Advisors LLC |
225 |
- |
2024-03-31 |
23,634 |
$2,037,000 |
19,716 |
|
CAPTRUST FINANCIAL ADVISORS |
803 |
- |
2024-03-31 |
22,962 |
$1,979,000 |
19,353 |
|
Fort Sheridan Advisors LLC |
49 |
- |
2024-03-31 |
22,949 |
$1,978,000 |
19,112 |
|
BROWN ADVISORY HOLDINGS INC |
651 |
- |
2024-03-31 |
22,080 |
$1,903,000 |
20,953 |
|
NATIONAL BANK OF CANADA /FI/ |
874 |
- |
2024-03-31 |
22,273 |
$1,901,000 |
18,613 |
|
CREATIVE PLANNING |
994 |
- |
2024-03-31 |
21,416 |
$1,846,000 |
17,977 |
|
STEPHENS INC /AR/ |
445 |
- |
2024-03-31 |
21,044 |
$1,814,000 |
17,481 |
|
WESPAC ADVISORS, LLC |
23 |
- |
2024-03-31 |
20,106 |
$1,733,000 |
16,966 |
|
NATIONAL ASSET MANAGEMENT, INC. |
399 |
- |
2024-03-31 |
4,409 |
$1,687,000 |
125 |
|
Houlihan Financial Resource Group Ltd. |
32 |
- |
2024-03-31 |
19,322 |
$1,665,000 |
16,105 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1023 |
- |
2024-03-31 |
18,907 |
$1,629,000 |
15,787 |
|
SMITH MOORE & CO. |
122 |
- |
2024-03-31 |
18,353 |
$1,582,000 |
15,494 |
|
Adviser Investments LLC |
261 |
- |
2024-03-31 |
18,102 |
$1,560,000 |
16,090 |
|
WEBSTER BANK |
94 |
- |
2024-03-31 |
18,078 |
$1,558,000 |
15,065 |
|
HARMONY ASSET MANAGEMENT LLC |
48 |
- |
2024-03-31 |
17,804 |
$1,534,000 |
15,651 |
|
M&T BANK CORP |
753 |
- |
2024-03-31 |
17,508 |
$1,509,000 |
14,594 |
|
Nikulski Financial Inc. |
53 |
- |
2024-03-31 |
17,346 |
$1,495,000 |
14,876 |
|
|
100 Records found
|
1
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