|
Institutional
Holders
Total
Institutions:
|
291 12 |
|
Total
shares held :
|
138,870,744 |
|
% of shares
held :
|
14.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
26 |
|
Amount
of shares held :
|
546,317 |
|
% of shares
held change :
|
0.06% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$27.32 |
|
Last
Quarter's Ending
Price :
|
$28.56 |
|
Last
Quarter's Average
Price :
|
$27.75 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.04 (0.14%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
45
|
1,999,462
|
1.44%
|
|
|
Increased
Positions : |
110
|
14,005,185
|
10.09%
|
|
|
Unchanged
Positions : |
40
|
7,579,758
|
5.46%
|
|
|
Decreased
Positions : |
96
|
-12,258,658
|
-8.83%
|
|
|
Closed
Positions : |
33
|
-3,199,672
|
-2.3%
|
|
|
Guru
Positions : |
1
|
38,937
|
0.03%
|
|
|
|
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 |
38 |
- |
2024-03-31 |
32,168,877 |
$906,519,000 |
4,164,467 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
21 |
- |
2024-03-31 |
29,246,183 |
$824,157,000 |
1,256,337 |
|
Municipal Employees Retirement System of Michigan |
3 |
- |
2024-03-31 |
26,424,332 |
$744,638,000 |
20,446,705 |
|
AMERIPRISE FINANCIAL INC |
359 |
- |
2024-03-31 |
6,551,644 |
$184,623,000 |
428,595 |
|
Merit Financial Group LLC |
4 |
- |
2024-03-31 |
5,104,874 |
$141,609,000 |
944,864 |
|
ENVESTNET ASSET MANAGEMENT INC |
375 |
- |
2024-03-31 |
4,576,481 |
$128,965,000 |
293,800 |
|
UBS Group AG |
438 |
- |
2024-03-31 |
4,098,595 |
$115,498,000 |
548,440 |
|
Congress Wealth Management LLC / DE / |
7 |
- |
2024-03-31 |
3,513,213 |
$99,002,000 |
140,327 |
|
GLOBALT Investments LLC / GA |
6 |
- |
2024-03-31 |
3,471,115 |
$97,816,000 |
1,498,163 |
|
STATE STREET CORP |
1475 |
- |
2024-03-31 |
2,722,435 |
$76,718,000 |
-345,203 |
|
CWM LLC |
61 |
- |
2024-03-31 |
2,184,009 |
$61,545,000 |
255,706 |
|
STEPHENS GROUP ASSET MANAGEMENT LLC |
9 |
- |
2024-03-31 |
2,068,985 |
$58,304,000 |
28,174 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
118 |
- |
2024-03-31 |
1,953,859 |
$55,060,000 |
1,248,995 |
|
Private Advisor Group LLC |
53 |
- |
2024-03-31 |
1,889,861 |
$53,256,000 |
77,985 |
|
J P MORGAN CHASE & CO |
1190 |
- |
2024-03-31 |
1,706,045 |
$48,076,000 |
49,105 |
|
CX Institutional |
3 |
- |
2024-03-31 |
1,527,990 |
$43,011,000 |
187,230 |
|
WELLS FARGO & CO/MN |
774 |
- |
2024-03-31 |
1,524,302 |
$42,955,000 |
731,700 |
|
Comprehensive Wealth Management LLC |
2 |
- |
2024-03-31 |
1,420,498 |
$40,030,000 |
1,062,440 |
|
SENTINEL PENSION ADVISORS INC |
4 |
- |
2024-03-31 |
1,288,594 |
$36,313,000 |
85,827 |
|
OBrien Wealth Partners LLC |
5 |
- |
2024-03-31 |
1,178,397 |
$33,207,000 |
39,385 |
|
Goss Wealth Management LLC |
89 |
- |
2024-03-31 |
1,017,337 |
$28,669,000 |
-170,418 |
|
HIGHTOWER ADVISORS, LLC |
388 |
- |
2024-03-31 |
997,412 |
$28,108,000 |
71,658 |
|
One Day In July LLC |
6 |
- |
2024-03-31 |
977,167 |
$27,537,000 |
696,788 |
|
PORTLAND GLOBAL ADVISORS LLC |
6 |
- |
2024-03-31 |
948,242 |
$26,721,000 |
70,651 |
|
W. E. Donoghue & Co. LLC |
3 |
- |
2024-03-31 |
919,919 |
$25,923,000 |
919,919 |
|
ROYAL BANK OF CANADA |
997 |
- |
2024-03-31 |
917,159 |
$25,845,000 |
53,120 |
|
BANK OF MONTREAL /CAN/ |
612 |
- |
2024-03-31 |
898,699 |
$25,352,000 |
28,890 |
|
MORGAN STANLEY |
2455 |
- |
2024-03-31 |
877,865 |
$24,738,000 |
-155,311 |
|
Wela Strategies LLC |
2 |
- |
2024-03-31 |
862,111 |
$24,294,000 |
62,648 |
|
GREAT VALLEY ADVISOR GROUP INC. |
27 |
- |
2024-03-31 |
855,373 |
$24,104,000 |
-28,902 |
|
Advisor Group Holdings Inc. |
366 |
- |
2024-03-31 |
804,672 |
$22,676,000 |
-51,384 |
|
Leicht Financial Planning & Wealth Management Inc. |
2 |
- |
2024-03-31 |
801,666 |
$22,591,000 |
82,028 |
|
BANK OF AMERICA CORP /DE/ |
1873 |
- |
2024-03-31 |
760,056 |
$21,418,000 |
-9,374 |
|
PARK AVENUE SECURITIES LLC |
59 |
- |
2024-03-31 |
696,626 |
$19,631,000 |
78,386 |
|
Migdal Insurance & Financial Holdings Ltd. |
62 |
- |
2024-03-31 |
682,912 |
$19,244,000 |
119,136 |
|
NewEdge Wealth LLC |
66 |
- |
2024-03-31 |
678,988 |
$18,754,000 |
43,788 |
|
BB&T CORP |
444 |
- |
2024-03-31 |
652,450 |
$18,386,000 |
-56,659 |
|
MATHER GROUP, INC. |
34 |
- |
2024-03-31 |
626,763 |
$17,900,000 |
-8,802 |
|
Astoria Portfolio Advisors LLC. |
3 |
- |
2024-03-31 |
647,157 |
$17,842,000 |
42,613 |
|
Flagstone Financial Management |
5 |
- |
2024-03-31 |
575,570 |
$16,220,000 |
23,034 |
|
CoreCap Advisors LLC |
17 |
- |
2023-12-31 |
554,293 |
$15,831,000 |
47,685 |
|
Steward Partners Investment Advisory LLC |
130 |
- |
2024-03-31 |
511,468 |
$14,413,000 |
5,427 |
|
MARINER WEALTH ADVISORS, LLC |
409 |
- |
2024-03-31 |
511,302 |
$14,409,000 |
124,882 |
|
FLAGSHIP HARBOR ADVISORS LLC |
20 |
- |
2024-03-31 |
498,625 |
$14,051,000 |
-3,923 |
|
S. R. Schill & Associates |
6 |
- |
2024-03-31 |
496,965 |
$14,004,000 |
15,418 |
|
Cetera Investment Advisers |
133 |
- |
2024-03-31 |
494,438 |
$13,933,000 |
36,450 |
|
Hobbs Group Advisors LLC |
4 |
- |
2023-12-31 |
482,777 |
$13,788,000 |
0 |
|
STIFEL FINANCIAL CORP |
685 |
- |
2024-03-31 |
487,396 |
$13,735,000 |
45,260 |
|
Certified Advisory Corp |
7 |
- |
2024-03-31 |
486,982 |
$13,723,000 |
302,213 |
|
Arcadia Wealth Management LLC |
5 |
- |
2024-03-31 |
463,026 |
$13,076,000 |
-111,699 |
|
Trilogy Capital Inc. |
41 |
- |
2024-03-31 |
455,163 |
$12,826,000 |
53,760 |
|
Equitable Holdings Inc. |
122 |
- |
2024-03-31 |
450,350 |
$12,691,000 |
112,316 |
|
FINANCIAL NETWORK |
316 |
- |
2024-03-31 |
449,532 |
$12,668,000 |
26,577 |
|
Arjuna Capital |
5 |
- |
2024-03-31 |
447,704 |
$12,616,000 |
-10,157 |
|
Willow Creek Wealth Management Inc. |
17 |
- |
2023-12-31 |
432,372 |
$12,349,000 |
391,116 |
|
Waterloo Capital L.P. |
13 |
- |
2024-03-31 |
411,120 |
$11,585,000 |
76,281 |
|
RAYMOND JAMES & ASSOCIATES |
1074 |
- |
2024-03-31 |
410,430 |
$11,566,000 |
121,334 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
22 |
- |
2024-03-31 |
402,371 |
$11,492,000 |
13,762 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
438 |
- |
2024-03-31 |
401,085 |
$11,303,000 |
286,279 |
|
US FINANCIAL ADVISORS LLC |
10 |
- |
2024-03-31 |
367,445 |
$10,355,000 |
15,885 |
|
GM Advisory Group Inc. |
29 |
- |
2024-03-31 |
365,590 |
$10,302,000 |
34,777 |
|
Envestnet Portfolio Solutions Inc. |
231 |
- |
2024-03-31 |
349,671 |
$9,854,000 |
6,209 |
|
RETIREMENT PLANNING GROUP |
21 |
*New |
2024-03-31 |
331,708 |
$9,348,000 |
331,708 |
|
Resources Investment Advisors Inc. |
136 |
- |
2024-03-31 |
328,238 |
$9,250,000 |
-402,847 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
647 |
- |
2024-03-31 |
320,011 |
$9,018,000 |
6,100 |
|
Kingsview Wealth Management LLC |
99 |
- |
2024-03-31 |
308,438 |
$8,692,000 |
12,262 |
|
Tilson Financial Group Inc. |
6 |
- |
2024-03-31 |
306,826 |
$8,646,000 |
295,225 |
|
Capasso Planning Partners LLC |
5 |
- |
2024-03-31 |
306,336 |
$8,632,000 |
10,052 |
|
TSFG LLC |
11 |
- |
2024-03-31 |
303,651 |
$8,557,000 |
71,180 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
703 |
- |
2024-03-31 |
300,000 |
$8,454,000 |
12,000 |
|
BMS Financial Advisors LLC |
4 |
- |
2023-06-30 |
294,180 |
$8,322,000 |
285,872 |
|
Salomon & Ludwin LLC |
36 |
- |
2024-03-31 |
287,721 |
$8,107,000 |
237,848 |
|
COMERICA BANK |
498 |
- |
2024-03-31 |
286,423 |
$8,071,000 |
47,479 |
|
Krasney Financial LLC |
22 |
- |
2024-03-31 |
273,011 |
$7,693,000 |
30,236 |
|
Dentgroup LLC |
3 |
- |
2024-03-31 |
256,771 |
$7,236,000 |
-12,031 |
|
Equita Financial Network Inc. |
13 |
- |
2024-03-31 |
231,266 |
$6,517,000 |
60,509 |
|
IFG Advisory LLC |
47 |
- |
2024-03-31 |
228,895 |
$6,450,000 |
-51,137 |
|
IHT Wealth Management LLC |
79 |
- |
2024-03-31 |
228,109 |
$6,428,000 |
13,508 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1008 |
- |
2024-03-31 |
222,132 |
$6,260,000 |
-2,068,283 |
|
BAILARD BIEHL & KAISER INC |
121 |
- |
2024-03-31 |
219,638 |
$6,189,000 |
9,262 |
|
HTLF Bank |
39 |
*New |
2024-03-31 |
215,938 |
$6,085,000 |
215,938 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
37 |
- |
2024-03-31 |
212,037 |
$5,976,000 |
153,679 |
|
Asset Management Resources LLC |
|
- |
2023-12-31 |
208,580 |
$5,957,000 |
-64,443 |
|
Key Financial Inc |
17 |
- |
2024-03-31 |
201,215 |
$5,670,000 |
18,566 |
|
XML Financial LLC |
49 |
*New |
2024-03-31 |
201,162 |
$5,669,000 |
201,162 |
|
Global Retirement Partners LLC |
111 |
- |
2024-03-31 |
195,302 |
$5,504,000 |
-213,341 |
|
Auour Investments LLC |
13 |
- |
2024-03-31 |
189,258 |
$5,333,000 |
2,119 |
|
Vermillion & White Wealth Management Group LLC |
5 |
- |
2024-03-31 |
187,474 |
$5,283,000 |
-17,707 |
|
Rockefeller Capital Management L.P. |
674 |
- |
2024-03-31 |
187,535 |
$5,176,000 |
167,904 |
|
Integrated Wealth Concepts LLC |
258 |
- |
2024-03-31 |
180,984 |
$5,100,000 |
-21,597 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1155 |
- |
2024-03-31 |
179,102 |
$5,047,000 |
5,634 |
|
ST GERMAIN D J CO INC |
95 |
- |
2024-03-31 |
166,192 |
$4,683,000 |
-78,131 |
|
True Wealth Design LLC |
14 |
- |
2024-03-31 |
161,868 |
$4,561,000 |
-3,575 |
|
Western Wealth Management LLC |
61 |
- |
2024-03-31 |
159,926 |
$4,507,000 |
9,658 |
|
Eldridge Investment Advisors Inc. |
23 |
- |
2024-03-31 |
156,575 |
$4,412,000 |
36,100 |
|
Beacon Bridge Wealth Partners LLC |
15 |
- |
2024-03-31 |
142,597 |
$4,018,000 |
-79,007 |
|
Integrated Capital Management Inc. |
13 |
- |
2024-03-31 |
142,146 |
$4,006,000 |
30,617 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
877 |
- |
2024-03-31 |
140,323 |
$3,954,000 |
23,898 |
|
EIGHT 31 FINANCIAL LLC |
7 |
- |
2024-03-31 |
137,673 |
$3,880,000 |
-61,445 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
37 |
- |
2023-12-31 |
128,923 |
$3,682,000 |
1,584 |
|
|
100 Records found
|
1
|
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