|
Institutional
Holders
Total
Institutions:
|
129 6 |
|
Total
shares held :
|
24,977,869 |
|
% of shares
held :
|
27.75% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
5 |
|
Amount
of shares held :
|
2,448,104 |
|
% of shares
held change :
|
2.72% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$55.04 |
|
Last
Quarter's Ending
Price :
|
$59.51 |
|
Last
Quarter's Average
Price :
|
$56.39 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.24 (11.07%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Ronald Blue Trust Inc. |
3 |
- |
2024-03-31 |
7,263,041 |
$459,823,000 |
505,506 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
250 |
- |
2024-03-31 |
4,707,499 |
$298,032,000 |
524,164 |
|
Municipal Employees Retirement System of Michigan |
8 |
- |
2024-03-31 |
4,683,690 |
$296,524,000 |
207,000 |
|
JANE STREET GROUP LLC |
141 |
- |
2024-03-31 |
1,265,821 |
$80,139,000 |
1,028,817 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
88 |
- |
2024-03-31 |
1,183,352 |
$74,918,000 |
-3,037 |
|
J P MORGAN CHASE & CO |
1096 |
- |
2024-03-31 |
931,355 |
$58,964,000 |
644,530 |
|
ENVESTNET ASSET MANAGEMENT INC |
655 |
- |
2024-03-31 |
823,995 |
$52,167,000 |
-51,959 |
|
MORGAN STANLEY |
1795 |
- |
2024-03-31 |
753,751 |
$47,720,000 |
42,444 |
|
Elm Partners Management LLC |
11 |
- |
2024-03-31 |
592,531 |
$37,513,000 |
41,740 |
|
MATHER GROUP, INC. |
25 |
- |
2024-03-31 |
619,909 |
$36,891,000 |
-3,180 |
|
STIFEL FINANCIAL CORP |
408 |
- |
2024-03-31 |
487,911 |
$30,890,000 |
13,812 |
|
SMITHFIELD TRUST CO |
19 |
- |
2024-03-31 |
313,029 |
$19,814,000 |
-4,316 |
|
Cetera Investment Advisers |
94 |
- |
2024-03-31 |
299,637 |
$18,970,000 |
-81,586 |
|
BANK OF AMERICA CORP /DE/ |
2213 |
- |
2024-03-31 |
216,186 |
$13,687,000 |
-34,614 |
|
SageView Advisory Group LLC |
19 |
*New |
2024-03-31 |
180,006 |
$13,360,000 |
180,006 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
585 |
- |
2024-03-31 |
166,189 |
$10,521,000 |
122,145 |
|
Advisor Group Holdings Inc. |
695 |
- |
2024-03-31 |
155,859 |
$9,867,000 |
-255,053 |
|
Garde Capital Inc. |
32 |
- |
2023-12-31 |
149,900 |
$8,921,000 |
3,595 |
|
LAZARD ASSET MANAGEMENT LLC |
437 |
- |
2024-03-31 |
131,930 |
$8,352,000 |
14,464 |
|
MULTIFINANCIAL SECURITIES CORP |
309 |
- |
2024-03-31 |
127,309 |
$8,060,000 |
77,610 |
|
Blue Edge Capital LLC |
23 |
- |
2024-03-31 |
119,903 |
$7,591,000 |
7,441 |
|
Vident Advisory LLC |
178 |
- |
2024-03-31 |
119,154 |
$7,544,000 |
38,115 |
|
GenTrust LLC |
35 |
- |
2024-03-31 |
113,993 |
$7,217,000 |
0 |
|
Ratio Wealth Group |
27 |
- |
2024-03-31 |
107,743 |
$6,821,000 |
6,372 |
|
Mandatum Life Insurance Co Ltd |
9 |
- |
2024-03-31 |
103,757 |
$6,569,000 |
0 |
|
VALLEY FINANCIAL MANAGEMENT INC. |
13 |
- |
2023-06-30 |
114,348 |
$6,567,000 |
19,424 |
|
FINANCIAL NETWORK |
556 |
- |
2024-03-31 |
95,607 |
$6,053,000 |
-6,788 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
252 |
- |
2024-03-31 |
94,452 |
$5,980,000 |
-7,978 |
|
AMUNDI |
926 |
- |
2024-03-31 |
93,318 |
$5,584,000 |
1,300 |
|
Integris Wealth Management LLC |
19 |
- |
2024-03-31 |
86,669 |
$5,487,000 |
-1,967 |
|
UBS Group AG |
2147 |
- |
2024-03-31 |
81,700 |
$5,172,000 |
-2,610 |
|
WELLS FARGO & CO/MN |
1944 |
- |
2024-03-31 |
81,045 |
$5,131,000 |
28,662 |
|
Prime Capital Investment Advisors LLC |
196 |
- |
2024-03-31 |
80,387 |
$5,089,000 |
-5,869 |
|
ROYAL BANK OF CANADA |
1971 |
- |
2024-03-31 |
70,963 |
$4,493,000 |
39,117 |
|
FDX ADVISORS, INC. |
|
- |
2024-03-31 |
64,903 |
$4,109,000 |
-4,188 |
|
HALLMARK CAPITAL MANAGEMENT INC |
74 |
- |
2024-03-31 |
64,851 |
$4,106,000 |
-3,198 |
|
PRESILIUM PRIVATE WEALTH LLC |
17 |
- |
2024-03-31 |
63,222 |
$4,003,000 |
-1,251 |
|
LPL FINANCIAL CORP |
1993 |
- |
2024-03-31 |
58,822 |
$3,724,000 |
4,911 |
|
BESSEMER GROUP INC |
431 |
- |
2024-03-31 |
56,528 |
$3,579,000 |
7,915 |
|
Columbus Macro LLC |
15 |
- |
2024-03-31 |
51,467 |
$3,258,000 |
8,402 |
|
Redhawk Wealth Advisors Inc. |
46 |
*New |
2024-03-31 |
50,677 |
$3,208,000 |
50,677 |
|
Financial Gravity Wealth Inc. |
31 |
- |
2024-03-31 |
49,070 |
$3,107,000 |
-509,280 |
|
CREATIVE PLANNING |
787 |
- |
2024-03-31 |
49,055 |
$3,106,000 |
267 |
|
BB&T CORP |
1137 |
- |
2024-03-31 |
42,664 |
$2,701,000 |
-841 |
|
LVZ Advisors Inc. |
30 |
- |
2024-03-31 |
35,671 |
$2,258,000 |
-1,950 |
|
PAX Financial Group LLC |
54 |
- |
2024-03-31 |
33,968 |
$2,150,000 |
-2,571 |
|
OLD MISSION CAPITAL LLC |
220 |
- |
2024-03-31 |
33,783 |
$2,139,000 |
-5,754 |
|
Willis Johnson & Associates Inc. |
50 |
- |
2024-03-31 |
33,014 |
$2,090,000 |
-1,160 |
|
Compass Wealth Management LLC |
70 |
- |
2024-03-31 |
30,171 |
$1,910,000 |
5,083 |
|
ATLAS CAPITAL ADVISORS LLC |
71 |
- |
2024-03-31 |
30,142 |
$1,908,000 |
6,287 |
|
Vontobel Holding Ltd. |
458 |
- |
2024-03-31 |
27,987 |
$1,772,000 |
-288 |
|
Millington Financial Advisors LLC |
24 |
- |
2024-03-31 |
27,751 |
$1,757,000 |
1,257 |
|
PRUDENTIAL CORP PLC |
447 |
- |
2024-03-31 |
23,410 |
$1,482,000 |
460 |
|
RICHARDSON FINANCIAL SERVICES INC. |
19 |
- |
2024-03-31 |
23,376 |
$1,480,000 |
-943 |
|
Family Legacy Inc. |
68 |
- |
2024-03-31 |
23,383 |
$1,480,000 |
321 |
|
Vista Private Wealth Partners. LLC |
30 |
- |
2024-03-31 |
21,925 |
$1,368,000 |
1,201 |
|
HPM Partners LLC |
1300 |
- |
2024-03-31 |
15,128 |
$958,000 |
2,354 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2312 |
- |
2024-03-31 |
14,082 |
$892,000 |
1,544 |
|
John W. Brooker & Co. CPAs |
47 |
- |
2024-03-31 |
12,663 |
$802,000 |
-462 |
|
Dynamic Advisors Solutions LLC |
490 |
- |
2024-03-31 |
12,364 |
$783,000 |
-790 |
|
Williams & Novak LLC |
35 |
- |
2024-03-31 |
13,154 |
$783,000 |
0 |
|
EDGEMOOR CAPITAL MANAGEMENT INC |
95 |
- |
2024-03-31 |
12,320 |
$780,000 |
0 |
|
AMERIPRISE FINANCIAL INC |
3197 |
- |
2024-03-31 |
12,197 |
$772,000 |
-1,085 |
|
HIGHTOWER ADVISORS, LLC |
2027 |
- |
2024-03-31 |
10,703 |
$677,000 |
-574 |
|
Csenge Advisory Group |
350 |
- |
2024-03-31 |
10,668 |
$675,000 |
-478 |
|
NORTHERN TRUST CORP |
3472 |
*New |
2024-03-31 |
10,077 |
$638,000 |
10,077 |
|
Robertson Stephens Wealth Management LLC |
298 |
- |
2024-03-31 |
9,890 |
$626,000 |
-255 |
|
HANSON MCCLAIN, INC. |
503 |
*New |
2024-03-31 |
9,626 |
$609,000 |
9,626 |
|
CI Private Wealth LLC |
1525 |
- |
2024-03-31 |
9,590 |
$607,000 |
162 |
|
Element Wealth LLC |
53 |
- |
2024-03-31 |
9,540 |
$604,000 |
-130 |
|
Brandywine Oak Private Wealth LLC |
136 |
- |
2024-03-31 |
9,446 |
$598,000 |
-290 |
|
US BANCORP |
1410 |
- |
2024-03-31 |
9,093 |
$576,000 |
-447 |
|
MML INVESTORS SERVICES LLC |
1735 |
- |
2024-03-31 |
8,706 |
$551,000 |
737 |
|
INVESCO LTD |
3226 |
- |
2024-03-31 |
7,981 |
$505,000 |
-5,900 |
|
AlphaStar Capital Management LLC |
184 |
- |
2024-03-31 |
7,384 |
$467,000 |
1,826 |
|
FLOW TRADERS U.S. LLC |
461 |
*New |
2024-03-31 |
7,384 |
$467,000 |
7,384 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2584 |
- |
2024-03-31 |
6,956 |
$440,000 |
-8,121 |
|
AlTi Global Inc. |
267 |
- |
2024-03-31 |
6,890 |
$436,000 |
0 |
|
Walkner Condon Financial Advisors LLC |
170 |
- |
2024-03-31 |
6,810 |
$431,000 |
-360 |
|
Sequoia Financial Advisors LLC |
741 |
- |
2024-03-31 |
6,605 |
$418,000 |
-3,715 |
|
Stratos Wealth Partners LTD. |
967 |
- |
2024-03-31 |
6,321 |
$400,000 |
-685 |
|
CITADEL ADVISORS LLC |
3966 |
- |
2024-03-31 |
6,193 |
$392,000 |
661 |
|
Rehmann Capital Advisory Group |
372 |
- |
2024-03-31 |
6,089 |
$385,000 |
0 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
192 |
- |
2023-09-30 |
6,890 |
$383,000 |
0 |
|
H D Vest Advisory Services |
1168 |
- |
2024-03-31 |
5,952 |
$377,000 |
686 |
|
Aveo Capital Partners LLC |
262 |
- |
2024-03-31 |
6,023 |
$375,000 |
-424 |
|
LINCOLN NATIONAL CORP |
857 |
- |
2024-03-31 |
5,757 |
$364,000 |
0 |
|
Farther Finance Advisors LLC |
498 |
- |
2024-03-31 |
5,307 |
$333,000 |
113 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1505 |
- |
2024-03-31 |
5,217 |
$330,000 |
1,456 |
|
Simplicity WealthLLC |
904 |
*New |
2024-03-31 |
4,889 |
$310,000 |
4,889 |
|
Bleakley Financial Group LLC |
749 |
- |
2024-03-31 |
4,889 |
$310,000 |
356 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2670 |
- |
2024-03-31 |
4,845 |
$307,000 |
59 |
|
Barber Financial Group Inc. |
107 |
- |
2023-03-31 |
5,044 |
$285,000 |
-78 |
|
Sawtooth Asset Management Inc. |
869 |
- |
2023-12-31 |
4,533 |
$270,000 |
324 |
|
Southland Equity Partners LLC |
179 |
- |
2024-03-31 |
4,257 |
$270,000 |
-5 |
|
FMR LLC |
2766 |
- |
2024-03-31 |
4,256 |
$269,000 |
2,192 |
|
CAPTRUST FINANCIAL ADVISORS |
1830 |
- |
2024-03-31 |
4,236 |
$268,000 |
-882 |
|
Modern Wealth Management LLC |
281 |
- |
2024-03-31 |
4,179 |
$258,000 |
-445 |
|
APCM Wealth Management for Individuals |
60 |
- |
2024-03-31 |
3,971 |
$251,000 |
-86 |
|
GUYASUTA INVESTMENT ADVISORS INC |
219 |
- |
2024-03-31 |
4,192 |
$249,000 |
0 |
|
|
100 Records found
|
1
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