|
Institutional
Holders
Total
Institutions:
|
581 52 |
|
Total
shares held :
|
88,393,802 |
|
% of shares
held :
|
98.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
221 |
|
Amount
of shares held :
|
13,115,898 |
|
% of shares
held change :
|
14.57% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
82
|
4,981,252
|
5.64%
|
|
|
Increased
Positions : |
292
|
11,582,950
|
13.1%
|
|
|
Unchanged
Positions : |
84
|
2,960,144
|
3.35%
|
|
|
Decreased
Positions : |
123
|
-2,734,025
|
-3.09%
|
|
|
Closed
Positions : |
30
|
-714,279
|
-0.81%
|
|
|
Guru
Positions : |
2
|
11,634
|
0.01%
|
|
|
|
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/ |
244 |
- |
2024-03-31 |
8,836,047 |
$794,361,000 |
352,083 |
|
MORGAN STANLEY |
284 |
- |
2024-03-31 |
8,695,199 |
$781,699,000 |
988,175 |
|
LPL FINANCIAL CORP |
57 |
- |
2024-03-31 |
7,297,680 |
$656,061,000 |
315,069 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
47 |
- |
2024-03-31 |
3,247,417 |
$291,943,000 |
359,915 |
|
WELLS FARGO & CO/MN |
261 |
- |
2024-03-31 |
2,657,267 |
$238,888,000 |
219,084 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
2 |
*New |
2024-03-31 |
2,508,489 |
$225,517,000 |
2,508,489 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
47 |
- |
2024-03-31 |
2,459,308 |
$221,092,000 |
119,262 |
|
RAYMOND JAMES & ASSOCIATES |
121 |
- |
2024-03-31 |
2,367,879 |
$212,872,000 |
96,603 |
|
AMERIPRISE FINANCIAL INC |
327 |
- |
2024-03-31 |
2,320,848 |
$208,747,000 |
75,538 |
|
UBS Group AG |
284 |
- |
2024-03-31 |
2,201,257 |
$197,893,000 |
279,068 |
|
Advisor Group Holdings Inc. |
44 |
- |
2024-03-31 |
1,739,857 |
$156,380,000 |
198,105 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
79 |
- |
2024-03-31 |
1,530,644 |
$137,605,000 |
-195,302 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
4 |
- |
2024-03-31 |
1,019,331 |
$91,638,000 |
373,164 |
|
CWM LLC |
43 |
- |
2024-03-31 |
1,007,701 |
$90,592,000 |
247,541 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
51 |
- |
2024-03-31 |
923,097 |
$82,986,000 |
-2,007 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
112 |
- |
2024-03-31 |
898,621 |
$80,786,000 |
251,774 |
|
ENVESTNET ASSET MANAGEMENT INC |
517 |
- |
2024-03-31 |
845,452 |
$76,006,000 |
26,507 |
|
Southern Farm Bureau Life Insurance |
3 |
- |
2024-03-31 |
845,027 |
$75,976,000 |
0 |
|
Resources Investment Advisors Inc. |
18 |
- |
2024-03-31 |
794,349 |
$71,412,000 |
-67,652 |
|
JNBA FINANCIAL ADVISORS |
2 |
- |
2024-03-31 |
790,994 |
$71,110,000 |
23,563 |
|
OBERMEYER ASSET MANAGEMENT CO |
5 |
- |
2024-03-31 |
769,035 |
$69,136,000 |
67,026 |
|
Employees Retirement Fund of the City of Fort Wort |
3 |
- |
2024-03-31 |
748,564 |
$67,296,000 |
0 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
40 |
*New |
2024-03-31 |
723,941 |
$64,742,000 |
723,941 |
|
Private Advisor Group LLC |
32 |
- |
2024-03-31 |
714,172 |
$64,204,000 |
148,162 |
|
Brookstone Capital Management |
16 |
- |
2024-03-31 |
701,363 |
$63,053,000 |
64,633 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
133 |
- |
2024-03-31 |
699,209 |
$62,859,000 |
17,057 |
|
Davidson Capital Management Inc. |
1 |
- |
2024-03-31 |
687,740 |
$61,828,000 |
3,083 |
|
HIGHTOWER ADVISORS, LLC |
221 |
- |
2024-03-31 |
682,103 |
$61,301,000 |
78,638 |
|
ROYAL BANK OF CANADA |
660 |
- |
2024-03-31 |
644,481 |
$57,939,000 |
50,953 |
|
Oversea-Chinese Banking CORP Ltd |
14 |
- |
2024-03-31 |
595,039 |
$53,493,000 |
8,189 |
|
BANK OF NEW YORK MELLON CORP |
1008 |
- |
2024-03-31 |
583,133 |
$52,424,000 |
-15,440 |
|
SFMG, LLC |
6 |
- |
2024-03-31 |
578,497 |
$52,007,000 |
-13,180 |
|
Verde Capital Management |
1 |
- |
2024-03-31 |
568,652 |
$51,122,000 |
-888 |
|
Kelman-Lazarov Inc. |
2 |
- |
2024-03-31 |
545,010 |
$48,996,000 |
3,533 |
|
OHE FINANCIAL INC |
1 |
- |
2024-03-31 |
542,193 |
$48,743,000 |
21,096 |
|
Apexium Financial LP |
5 |
- |
2024-03-31 |
504,190 |
$45,327,000 |
13,245 |
|
FINANCIAL NETWORK |
91 |
- |
2024-03-31 |
499,135 |
$44,872,000 |
119,302 |
|
Whitaker-Myers Wealth Managers LTD. |
1 |
- |
2024-03-31 |
487,438 |
$43,821,000 |
22,478 |
|
First International Bank & Trust |
2 |
- |
2024-03-31 |
462,730 |
$41,599,000 |
138,577 |
|
STIFEL FINANCIAL CORP |
348 |
- |
2024-03-31 |
449,524 |
$40,413,000 |
29,196 |
|
REGATTA CAPITAL GROUP LLC |
1 |
- |
2024-03-31 |
444,885 |
$39,995,000 |
11,982 |
|
Retirement Network |
1 |
- |
2024-03-31 |
440,347 |
$39,587,000 |
12,297 |
|
FINANCIAL MANAGEMENT NETWORK INC |
1 |
- |
2024-03-31 |
452,470 |
$39,460,000 |
5,388 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
233 |
- |
2024-03-31 |
426,000 |
$38,297,000 |
0 |
|
Tanager Wealth Management LLP |
3 |
- |
2024-03-31 |
420,291 |
$37,784,000 |
25,800 |
|
TTP Investments Inc. |
2 |
- |
2024-03-31 |
407,419 |
$36,627,000 |
54,134 |
|
CEERA INVESTMENTS LLC |
1 |
- |
2024-03-31 |
407,283 |
$36,615,000 |
35,443 |
|
Sequoia Financial Advisors LLC |
53 |
- |
2024-03-31 |
380,157 |
$34,176,000 |
1,505 |
|
STEPHENS INC /AR/ |
38 |
- |
2024-03-31 |
371,221 |
$33,373,000 |
21,092 |
|
Harbor Group Inc. |
4 |
- |
2024-03-31 |
353,161 |
$31,749,000 |
13,627 |
|
HPM Partners LLC |
221 |
- |
2024-03-31 |
348,007 |
$31,286,000 |
4,596 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
6 |
- |
2024-03-31 |
363,557 |
$30,855,000 |
5,323 |
|
EP WEALTH ADVISORS, INC. |
66 |
- |
2024-03-31 |
342,818 |
$30,819,000 |
183,396 |
|
Geneos Wealth Management Inc. |
8 |
- |
2024-03-31 |
335,344 |
$30,147,000 |
3,897 |
|
TOMPKINS FINANCIAL CORP |
5 |
- |
2024-03-31 |
334,261 |
$30,050,000 |
17,738 |
|
AFFINIA FINANCIAL GROUP LLC |
1 |
- |
2023-06-30 |
367,132 |
$30,028,000 |
-4,084 |
|
G2 CAPITAL MANAGEMENT LLC / OH |
4 |
- |
2024-03-31 |
332,949 |
$29,932,000 |
2,515 |
|
PALO ALTO WEALTH ADVISORS LLC |
1 |
- |
2024-03-31 |
321,633 |
$28,915,000 |
16,615 |
|
MML INVESTORS SERVICES LLC |
192 |
- |
2024-03-31 |
318,912 |
$28,670,000 |
32,720 |
|
Smart Money Group LLC |
1 |
- |
2024-03-31 |
330,399 |
$28,226,000 |
-14,161 |
|
SUMMIT ASSET MANAGEMENT, LLC |
5 |
- |
2024-03-31 |
313,605 |
$28,193,000 |
28,376 |
|
Beaumont Financial Advisors LLC |
10 |
- |
2024-03-31 |
307,872 |
$27,678,000 |
68,986 |
|
Steward Partners Investment Advisory LLC |
69 |
- |
2024-03-31 |
306,925 |
$27,593,000 |
138,792 |
|
CAPTRUST FINANCIAL ADVISORS |
172 |
- |
2024-03-31 |
305,964 |
$27,506,000 |
-5,536 |
|
Planned Solutions Inc. |
1 |
- |
2024-03-31 |
296,303 |
$26,638,000 |
1,628 |
|
Visionary Wealth Advisors |
7 |
- |
2024-03-31 |
288,835 |
$25,966,000 |
16,966 |
|
Beaumont Asset Management L.L.C. |
2 |
- |
2024-03-31 |
274,398 |
$24,668,000 |
953 |
|
QUANTITATIVE ADVANTAGE LLC |
6 |
- |
2023-03-31 |
314,920 |
$23,251,000 |
-10,030 |
|
CITIGROUP INC |
582 |
- |
2024-03-31 |
253,371 |
$22,780,000 |
86,472 |
|
Activest Wealth Management |
3 |
- |
2024-03-31 |
251,726 |
$22,630,000 |
7,884 |
|
JANNEY MONTGOMERY SCOTT LLC |
302 |
- |
2024-03-31 |
246,674 |
$22,176,000 |
36,458 |
|
New England Private Wealth Advisors LLC |
6 |
- |
2024-03-31 |
246,143 |
$22,074,000 |
2,115 |
|
Sigma Planning Corp |
20 |
- |
2024-03-31 |
242,556 |
$21,806,000 |
120,020 |
|
MinichMacGregor Wealth Management LLC |
2 |
- |
2024-03-31 |
243,906 |
$21,764,000 |
26,596 |
|
MCCORMACK ADVISORS INTERNATIONAL |
96 |
- |
2024-03-31 |
240,459 |
$21,617,000 |
-14,087 |
|
Stratos Wealth Partners LTD. |
47 |
- |
2024-03-31 |
238,709 |
$21,460,000 |
45,916 |
|
Redhawk Wealth Advisors Inc. |
4 |
- |
2024-03-31 |
237,925 |
$21,389,000 |
92,928 |
|
ROUNDVIEW CAPITAL LLC |
11 |
- |
2024-03-31 |
232,927 |
$20,940,000 |
16,010 |
|
DAVENPORT & CO LLC |
150 |
- |
2024-03-31 |
232,294 |
$20,883,000 |
59,100 |
|
Drake & Associates LLC |
3 |
- |
2024-03-31 |
227,717 |
$20,472,000 |
12,248 |
|
Berkshire Money Management Inc. |
13 |
- |
2024-03-31 |
227,182 |
$20,424,000 |
85,353 |
|
HALLMARK CAPITAL MANAGEMENT INC |
27 |
- |
2024-03-31 |
224,535 |
$20,186,000 |
-18,340 |
|
HANSON MCCLAIN, INC. |
70 |
- |
2024-03-31 |
218,959 |
$19,684,000 |
67,969 |
|
Ratio Wealth Group |
10 |
- |
2024-03-31 |
217,807 |
$19,581,000 |
14,957 |
|
Harbour Trust & Investment Management Co |
7 |
- |
2024-03-31 |
216,150 |
$19,432,000 |
7,393 |
|
Core Wealth Advisors Inc. |
3 |
- |
2024-03-31 |
214,502 |
$19,284,000 |
6,519 |
|
Aspen Wealth Strategies LLC |
1 |
- |
2024-03-31 |
212,748 |
$19,126,000 |
8,419 |
|
TAP Consulting LLC |
2 |
- |
2024-03-31 |
210,902 |
$18,960,000 |
108,006 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
48 |
- |
2024-03-31 |
209,015 |
$18,790,000 |
100,873 |
|
Federation des caisses Desjardins du Quebec |
145 |
- |
2024-03-31 |
204,694 |
$18,402,000 |
0 |
|
PFS INVESTMENTS INC. |
92 |
- |
2023-06-30 |
229,333 |
$18,298,000 |
-7,161 |
|
Buttonwood Financial Advisors Inc. |
1 |
- |
2024-03-31 |
194,827 |
$17,515,000 |
9,229 |
|
BB&T CORP |
460 |
- |
2024-03-31 |
194,701 |
$17,504,000 |
-42,561 |
|
Dynamic Advisors Solutions LLC |
32 |
- |
2024-03-31 |
189,569 |
$17,042,000 |
17,237 |
|
Ethos Financial Group LLC |
4 |
- |
2024-03-31 |
189,532 |
$17,039,000 |
424 |
|
Smith Anglin Financial LLC |
17 |
- |
2024-03-31 |
189,208 |
$17,010,000 |
-14,847 |
|
BABSON CAPITAL MANAGEMENT LLC |
28 |
- |
2024-03-31 |
188,768 |
$16,970,000 |
90,167 |
|
PATTON ALBERTSON & MILLER, LLC |
4 |
- |
2024-03-31 |
188,140 |
$16,914,000 |
55,906 |
|
Wealthcare Advisory Partners LLC |
42 |
- |
2024-03-31 |
182,641 |
$16,419,000 |
21,617 |
|
Provident Wealth Management LLC |
7 |
- |
2024-03-31 |
178,334 |
$16,032,000 |
-5,300 |
|
|
100 Records found
|
1
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