|
Institutional
Holders
Total
Institutions:
|
665 12 |
|
Total
shares held :
|
450,208,466 |
|
% of shares
held :
|
12.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
90 |
|
Amount
of shares held :
|
10,503,584 |
|
% of shares
held change :
|
0.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.24 |
|
Last
Quarter's Ending
Price :
|
$64.93 |
|
Last
Quarter's Average
Price :
|
$61.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.06 (13.17%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BLACKROCK INC. |
32 |
- |
2024-03-31 |
262,038,533 |
$17,781,935,000 |
-3,380,391 |
|
Acorns Advisers LLC |
2 |
- |
2024-03-31 |
28,929,207 |
$1,963,136,000 |
1,143,009 |
|
ALLIANCEBERNSTEIN L.P. |
34 |
- |
2024-03-31 |
22,172,136 |
$1,504,601,000 |
1,657,564 |
|
ENVESTNET ASSET MANAGEMENT INC |
64 |
- |
2024-03-31 |
10,841,040 |
$735,673,000 |
687,847 |
|
BANK OF AMERICA CORP /DE/ |
340 |
- |
2024-03-31 |
7,443,736 |
$505,132,000 |
68,357 |
|
JANE STREET GROUP LLC |
35 |
- |
2024-03-31 |
6,567,120 |
$445,645,000 |
6,521,124 |
|
MORGAN STANLEY |
481 |
- |
2024-03-31 |
6,552,229 |
$444,634,000 |
135,379 |
|
DAVIDSON D A & CO |
3 |
- |
2024-03-31 |
6,475,168 |
$439,405,000 |
212,116 |
|
COLONY GROUP, LLC |
3 |
- |
2024-03-31 |
5,394,335 |
$366,060,000 |
91,111 |
|
US BANCORP |
45 |
- |
2024-03-31 |
5,276,268 |
$358,048,000 |
-150,232 |
|
FACTORY MUTUAL INSURANCE CO |
5 |
*New |
2024-03-31 |
4,686,750 |
$318,043,000 |
4,686,750 |
|
COLONY GROUP LLC |
1 |
- |
2023-09-30 |
5,240,510 |
$314,378,000 |
106,878 |
|
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
3 |
- |
2024-03-31 |
3,680,437 |
$249,755,000 |
3,588,972 |
|
Sequoia Financial Advisors LLC |
3 |
- |
2024-03-31 |
3,677,514 |
$249,556,000 |
-863,915 |
|
Mill Creek Capital Advisors LLC |
3 |
- |
2024-03-31 |
3,667,086 |
$248,848,000 |
136,323 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
6 |
- |
2024-03-31 |
3,267,313 |
$221,720,000 |
98,016 |
|
Waldron LP |
3 |
- |
2024-03-31 |
2,672,199 |
$181,335,000 |
31,869 |
|
AMICA MUTUAL INSURANCE CO |
1 |
- |
2024-03-31 |
2,573,499 |
$174,688,000 |
0 |
|
CI Private Wealth LLC |
71 |
- |
2024-03-31 |
2,526,838 |
$171,471,000 |
-1,186,908 |
|
UBS Group AG |
330 |
- |
2024-03-31 |
2,366,320 |
$160,578,000 |
-66,601 |
|
AMERIPRISE FINANCIAL INC |
414 |
- |
2024-03-31 |
2,114,208 |
$143,478,000 |
-226,587 |
|
MARINER WEALTH ADVISORS, LLC |
74 |
- |
2024-03-31 |
2,087,477 |
$141,667,000 |
45,235 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
1 |
- |
2024-03-31 |
2,058,269 |
$139,674,000 |
50,405 |
|
ROYAL BANK OF CANADA |
390 |
- |
2024-03-31 |
1,991,872 |
$135,168,000 |
594,185 |
|
LPL FINANCIAL CORP |
279 |
- |
2024-03-31 |
1,690,925 |
$114,746,000 |
2,641 |
|
CAHABA WEALTH MANAGEMENT INC. |
3 |
- |
2024-03-31 |
1,583,224 |
$107,438,000 |
55,912 |
|
HIGHTOWER ADVISORS, LLC |
127 |
- |
2024-03-31 |
1,572,804 |
$106,729,000 |
-10,064 |
|
AMG NATIONAL TRUST BANK |
5 |
- |
2024-03-31 |
1,572,484 |
$106,709,000 |
11,906 |
|
JANNEY MONTGOMERY SCOTT LLC |
65 |
- |
2024-03-31 |
1,493,386 |
$101,341,000 |
292,654 |
|
TRUE Private Wealth Advisors |
1 |
- |
2024-03-31 |
1,359,290 |
$92,242,000 |
160,539 |
|
WELLS FARGO & CO/MN |
506 |
- |
2024-03-31 |
1,339,929 |
$90,928,000 |
27,775 |
|
HANSON MCCLAIN, INC. |
21 |
- |
2024-03-31 |
1,338,617 |
$90,839,000 |
-43,813 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
129 |
- |
2024-03-31 |
1,322,400 |
$89,738,000 |
-62,317 |
|
Portfolio Strategies Inc. |
3 |
*New |
2024-03-31 |
1,261,352 |
$85,595,000 |
1,261,352 |
|
Hardy Reed LLC |
3 |
- |
2024-03-31 |
1,261,352 |
$85,595,000 |
39,416 |
|
Prime Capital Investment Advisors LLC |
20 |
- |
2024-03-31 |
1,251,793 |
$84,947,000 |
44,913 |
|
BANK OF HAWAII |
7 |
- |
2024-03-31 |
1,235,888 |
$83,867,000 |
28,793 |
|
Orion Portfolio Solutions LLC |
13 |
- |
2024-03-31 |
1,115,435 |
$75,693,000 |
-76,726 |
|
ALERUS FINANCIAL NA |
4 |
- |
2024-03-31 |
1,065,449 |
$72,301,000 |
7,045 |
|
Capstone Financial Advisors Inc. |
8 |
- |
2024-03-31 |
1,039,269 |
$70,525,000 |
4,309 |
|
FINANCIAL NETWORK |
58 |
- |
2024-03-31 |
1,015,091 |
$68,884,000 |
45,051 |
|
CLS INVESTMENT FIRM LLC |
7 |
- |
2022-12-31 |
1,168,800 |
$67,650,000 |
-220,552 |
|
M&T BANK CORP |
96 |
- |
2024-03-31 |
972,210 |
$65,974,000 |
-81,409 |
|
BKD WEALTH ADVISORS LLC |
11 |
- |
2024-03-31 |
891,802 |
$60,518,000 |
-6,753 |
|
Compass Ion Advisors LLC |
3 |
- |
2024-03-31 |
864,212 |
$58,645,000 |
-4,003 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
3 |
- |
2024-03-31 |
852,030 |
$57,819,000 |
-13,973 |
|
Sontag Advisory LLC |
26 |
- |
2024-03-31 |
849,223 |
$57,628,000 |
-35,583 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
92 |
- |
2024-03-31 |
738,593 |
$50,121,000 |
88,125 |
|
JOHNSON FINANCIAL GROUP, INC. |
8 |
- |
2024-03-31 |
731,678 |
$49,652,000 |
-148,505 |
|
Advisor Group Holdings Inc. |
179 |
- |
2024-03-31 |
728,535 |
$49,442,000 |
-363,573 |
|
J P MORGAN CHASE & CO |
1195 |
- |
2024-03-31 |
699,451 |
$47,465,000 |
29,314 |
|
New England Professional Planning Group Inc. |
2 |
- |
2024-03-31 |
698,682 |
$47,413,000 |
5,920 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
55 |
- |
2024-03-31 |
678,448 |
$46,080,000 |
-629,829 |
|
CAPTRUST FINANCIAL ADVISORS |
130 |
- |
2024-03-31 |
633,041 |
$42,958,000 |
466,165 |
|
Gerber Kawasaki Wealth & Investment Management |
13 |
- |
2024-03-31 |
614,286 |
$41,686,000 |
584,727 |
|
Charter Oak Capital Management LLC |
7 |
- |
2024-03-31 |
534,453 |
$36,268,000 |
-21,419 |
|
Brookstone Capital Management |
36 |
- |
2024-03-31 |
495,951 |
$33,655,000 |
-18,293 |
|
YOUNGS ADVISORY GROUP INC. |
1 |
- |
2024-03-31 |
490,971 |
$33,317,000 |
20,986 |
|
Standpoint Asset Management LLC |
8 |
- |
2024-03-31 |
486,600 |
$33,021,000 |
18,600 |
|
PNC FINANCIAL SERVICES GROUP INC |
317 |
- |
2024-03-31 |
486,275 |
$32,999,000 |
-24,266 |
|
LOWE BROCKENBROUGH & CO INC |
5 |
- |
2024-03-31 |
483,150 |
$32,787,000 |
-16,082 |
|
Column Capital Advisors LLC |
7 |
- |
2023-09-30 |
538,117 |
$32,282,000 |
-5,840 |
|
Astoria Strategic Wealth Inc. |
3 |
- |
2024-03-31 |
475,224 |
$32,249,000 |
19,651 |
|
STIFEL FINANCIAL CORP |
398 |
- |
2024-03-31 |
467,869 |
$31,750,000 |
-1,963 |
|
JONES FINANCIAL COMPANIES LLLP |
64 |
- |
2024-03-31 |
453,524 |
$30,776,000 |
-5,101 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
377 |
- |
2024-03-31 |
444,654 |
$30,174,000 |
-2,963 |
|
ALLEN INVESTMENT MANAGEMENT LLC |
37 |
- |
2024-03-31 |
430,257 |
$29,197,000 |
-139,273 |
|
EQUITABLE TRUST CO |
6 |
- |
2024-03-31 |
421,994 |
$28,637,000 |
-16,454 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
376 |
- |
2024-03-31 |
403,540 |
$27,384,000 |
-80,430 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
267 |
- |
2024-03-31 |
390,124 |
$26,474,000 |
8,201 |
|
Newman & Schimel LLC |
4 |
- |
2022-12-31 |
435,453 |
$25,204,000 |
-4,869 |
|
Ullmann Financial Group Inc. |
9 |
- |
2024-03-31 |
367,669 |
$24,950,000 |
-4,396 |
|
GOLDMAN SACHS GROUP INC/ |
1397 |
- |
2024-03-31 |
363,138 |
$24,643,000 |
43,886 |
|
Miracle Mile Advisors LLC |
41 |
- |
2024-03-31 |
363,133 |
$24,642,000 |
-1,660 |
|
HILL ISLAND FINANCIAL LLC |
4 |
- |
2024-03-31 |
358,699 |
$24,341,000 |
-4,097 |
|
Magnolia Wealth Management LLC |
3 |
- |
2024-03-31 |
358,662 |
$24,310,000 |
178,583 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
36 |
- |
2024-03-31 |
340,429 |
$23,101,000 |
-1,379 |
|
PRINCIPAL SECURITIES INC. |
24 |
- |
2024-03-31 |
330,397 |
$22,421,000 |
46,369 |
|
CHESLEY TAFT & ASSOCIATES LLC/IL |
26 |
- |
2024-03-31 |
329,684 |
$22,372,000 |
-987 |
|
Corrigan Financial Inc. |
8 |
- |
2024-03-31 |
308,771 |
$20,953,000 |
3,167 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
62 |
- |
2024-03-31 |
299,691 |
$20,337,000 |
-9,826 |
|
Kovitz Investment Group Partners LLC |
56 |
- |
2024-03-31 |
295,646 |
$20,063,000 |
-24,544 |
|
Geneos Wealth Management Inc. |
16 |
- |
2024-03-31 |
295,358 |
$20,043,000 |
24,001 |
|
Pensionmark Financial Group LLC |
6 |
- |
2024-03-31 |
290,026 |
$19,681,000 |
-5,382 |
|
MML INVESTORS SERVICES LLC |
255 |
- |
2024-03-31 |
289,315 |
$19,633,000 |
14,192 |
|
Stone House Investment Management LLC |
7 |
- |
2024-03-31 |
285,130 |
$19,349,000 |
55,310 |
|
Skyline Advisors Inc. |
3 |
- |
2024-03-31 |
264,625 |
$17,957,000 |
2,991 |
|
FIRST HAWAIIAN BANK |
22 |
- |
2024-03-31 |
261,526 |
$17,747,000 |
2,725 |
|
Vantage Financial Partners LLC |
6 |
- |
2024-03-31 |
254,485 |
$17,269,000 |
-9,341 |
|
HPM Partners LLC |
324 |
- |
2024-03-31 |
253,385 |
$17,195,000 |
2,288 |
|
OLD MISSION CAPITAL LLC |
36 |
- |
2024-03-31 |
251,286 |
$17,052,000 |
-438,256 |
|
Aptus Capital Advisors LLC |
59 |
- |
2024-03-31 |
249,045 |
$16,900,000 |
99,776 |
|
TD CAPITAL MANAGEMENT LLC |
15 |
- |
2024-03-31 |
245,521 |
$16,661,000 |
-20,749 |
|
Envestnet Portfolio Solutions Inc. |
161 |
- |
2024-03-31 |
240,680 |
$16,333,000 |
-9,176 |
|
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
14 |
- |
2024-03-31 |
236,057 |
$16,019,000 |
-16,475 |
|
Rockefeller Capital Management L.P. |
389 |
- |
2024-03-31 |
236,014 |
$16,016,000 |
-297,723 |
|
Wick Capital Partners LLC |
1 |
- |
2024-03-31 |
235,977 |
$16,013,000 |
-14,436 |
|
Meridian Wealth Partners LLC |
11 |
- |
2024-03-31 |
227,207 |
$15,418,000 |
-6,735 |
|
Allspring Global Investments Holdings LLC |
651 |
- |
2024-03-31 |
219,358 |
$14,886,000 |
0 |
|
BDO Wealth Advisors LLC |
13 |
- |
2023-06-30 |
235,049 |
$14,719,000 |
5,317 |
|
|
100 Records found
|
1
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