|
Institutional
Holders
Total
Institutions:
|
239 6 |
|
Total
shares held :
|
88,738,813 |
|
% of shares
held :
|
22.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
4,343,628 |
|
% of shares
held change :
|
1.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.26 |
|
Last
Quarter's Ending
Price :
|
$49.39 |
|
Last
Quarter's Average
Price :
|
$49.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.22 (0.45%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
30
|
1,321,264
|
1.49%
|
|
|
Increased
Positions : |
100
|
10,555,709
|
11.9%
|
|
|
Unchanged
Positions : |
26
|
3,072,369
|
3.46%
|
|
|
Decreased
Positions : |
83
|
-6,337,031
|
-7.14%
|
|
|
Closed
Positions : |
36
|
-1,196,314
|
-1.35%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
J P MORGAN CHASE & CO |
185 |
- |
2024-03-31 |
25,058,016 |
$1,245,383,000 |
-1,105,445 |
|
MORGAN STANLEY |
402 |
- |
2024-03-31 |
11,249,903 |
$559,120,000 |
1,558,388 |
|
BANK OF AMERICA CORP /DE/ |
424 |
- |
2024-03-31 |
7,199,800 |
$357,830,000 |
-384,960 |
|
FMR LLC |
616 |
- |
2024-03-31 |
6,224,812 |
$309,373,000 |
85,397 |
|
LPL FINANCIAL CORP |
144 |
- |
2024-03-31 |
4,978,045 |
$247,409,000 |
863,645 |
|
WELLS FARGO & CO/MN |
322 |
- |
2024-03-31 |
3,475,132 |
$172,714,000 |
-231,057 |
|
PNC FINANCIAL SERVICES GROUP INC |
138 |
- |
2024-03-31 |
3,134,468 |
$155,783,000 |
475,262 |
|
PRUDENTIAL FINANCIAL INC |
92 |
- |
2024-03-31 |
3,085,656 |
$153,357,000 |
487,776 |
|
UBS Group AG |
473 |
- |
2024-03-31 |
2,068,402 |
$102,800,000 |
377,168 |
|
ROYAL BANK OF CANADA |
487 |
- |
2024-03-31 |
2,018,208 |
$100,305,000 |
-187,472 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
170 |
- |
2024-03-31 |
1,609,666 |
$80,000,000 |
-389,186 |
|
RENAISSANCE TECHNOLOGIES LLC |
189 |
- |
2024-03-31 |
1,569,600 |
$78,009,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
120 |
- |
2024-03-31 |
1,099,975 |
$54,669,000 |
327,895 |
|
Advisor Group Holdings Inc. |
173 |
- |
2024-03-31 |
1,066,929 |
$53,029,000 |
174,494 |
|
Crane Advisory LLC |
6 |
- |
2024-03-31 |
874,199 |
$43,282,000 |
-44,913 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
265 |
- |
2024-03-31 |
849,708 |
$42,231,000 |
115,712 |
|
RAYMOND JAMES & ASSOCIATES |
497 |
- |
2024-03-31 |
759,195 |
$37,732,000 |
180,871 |
|
STIFEL FINANCIAL CORP |
393 |
- |
2024-03-31 |
641,376 |
$31,876,000 |
131,192 |
|
Vickerman Investment Advisors Inc. |
2 |
- |
2024-03-31 |
568,868 |
$28,273,000 |
20,052 |
|
Buck Wealth Strategies LLC |
3 |
- |
2024-03-31 |
464,971 |
$23,109,000 |
320,464 |
|
Avestar Capital LLC |
9 |
- |
2024-03-31 |
435,547 |
$21,647,000 |
-187,614 |
|
FINANCIAL NETWORK |
203 |
- |
2024-03-31 |
433,524 |
$21,546,000 |
16,744 |
|
Main Street Group LTD |
3 |
- |
2024-03-31 |
433,216 |
$21,431,000 |
81,032 |
|
ENVESTNET ASSET MANAGEMENT INC |
1099 |
- |
2024-03-31 |
408,939 |
$20,324,000 |
68,505 |
|
IRONWOOD WEALTH MANAGEMENT INC. |
3 |
- |
2024-03-31 |
371,373 |
$18,403,000 |
7,987 |
|
Summit Global Investments |
|
- |
2024-03-31 |
347,329 |
$17,262,000 |
-409,591 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
326 |
- |
2024-03-31 |
327,007 |
$16,252,000 |
180,463 |
|
Equitable Holdings Inc. |
104 |
- |
2024-03-31 |
319,560 |
$15,882,000 |
90,205 |
|
Cedar Mountain Advisors LLC |
9 |
- |
2024-03-31 |
306,111 |
$15,214,000 |
8,039 |
|
FLOW TRADERS U.S. LLC |
22 |
- |
2024-03-31 |
289,759 |
$14,401,000 |
-584,150 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
351 |
- |
2024-03-31 |
267,860 |
$13,313,000 |
73,098 |
|
TOWNSQUARE CAPITAL LLC |
104 |
- |
2024-03-31 |
266,207 |
$13,231,000 |
104,493 |
|
Stratos Wealth Partners LTD. |
97 |
- |
2024-03-31 |
264,014 |
$13,122,000 |
33,051 |
|
NORDEN GROUP LLC |
3 |
- |
2024-03-31 |
262,738 |
$13,058,000 |
211,739 |
|
MBM Wealth Consultants LLC |
6 |
- |
2024-03-31 |
248,391 |
$12,345,000 |
7,389 |
|
Arete Wealth Advisors LLC |
14 |
- |
2024-03-31 |
245,368 |
$12,195,000 |
-37,747 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
428 |
- |
2024-03-31 |
235,746 |
$11,717,000 |
-18,049 |
|
Geneos Wealth Management Inc. |
41 |
- |
2024-03-31 |
227,690 |
$11,316,000 |
188,417 |
|
Inspire Advisors LLC |
9 |
- |
2024-03-31 |
211,480 |
$10,511,000 |
7,304 |
|
LITTLE HOUSE CAPITAL LLC |
4 |
- |
2024-03-31 |
208,032 |
$10,339,000 |
12,499 |
|
IAG Wealth Partners LLC |
15 |
- |
2024-03-31 |
196,710 |
$9,776,000 |
49,667 |
|
COMERICA BANK |
446 |
- |
2024-03-31 |
184,511 |
$9,170,000 |
15,263 |
|
Baird Financial Group Inc. |
518 |
- |
2024-03-31 |
171,443 |
$8,521,000 |
31,597 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
163 |
- |
2024-03-31 |
159,994 |
$7,952,000 |
77,273 |
|
Ameritas Advisory Services LLC |
63 |
- |
2024-03-31 |
155,049 |
$7,691,000 |
148,452 |
|
MML INVESTORS SERVICES LLC |
503 |
- |
2024-03-31 |
147,240 |
$7,318,000 |
62,853 |
|
Ignite Planners LLC |
7 |
- |
2024-03-31 |
145,579 |
$7,202,000 |
41,194 |
|
Founders Financial Alliance LLC |
5 |
*New |
2024-03-31 |
140,121 |
$6,964,000 |
140,121 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
823 |
*New |
2024-03-31 |
133,578 |
$6,639,000 |
133,578 |
|
Lakeshore Financial Planning Inc. |
10 |
- |
2024-03-31 |
130,595 |
$6,491,000 |
20,107 |
|
CATALYST CAPITAL ADVISORS LLC |
60 |
- |
2024-03-31 |
122,165 |
$6,072,000 |
-10,000 |
|
IFRAH FINANCIAL SERVICES INC |
16 |
- |
2024-03-31 |
116,219 |
$5,776,000 |
5,948 |
|
Private Advisor Group LLC |
413 |
- |
2024-03-31 |
116,127 |
$5,772,000 |
-108,259 |
|
RFG Advisory Group LLC |
85 |
- |
2024-03-31 |
116,046 |
$5,768,000 |
107,814 |
|
MULTIFINANCIAL SECURITIES CORP |
433 |
- |
2024-03-31 |
108,757 |
$5,405,000 |
12,966 |
|
Smallwood Wealth Investment Management LLC |
6 |
- |
2024-03-31 |
99,527 |
$4,946,000 |
6,011 |
|
MARINER WEALTH ADVISORS, LLC |
747 |
- |
2024-03-31 |
97,011 |
$4,821,000 |
19,599 |
|
McMahon Financial Advisors LLC |
23 |
- |
2024-03-31 |
95,392 |
$4,741,000 |
5,235 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
865 |
- |
2024-03-31 |
92,241 |
$4,585,000 |
-10,806 |
|
Fountainhead AM LLC |
19 |
- |
2024-03-31 |
91,914 |
$4,568,000 |
3,638 |
|
AMERIPRISE FINANCIAL INC |
2360 |
- |
2024-03-31 |
90,460 |
$4,496,000 |
-40,439 |
|
Advisory Resource Group |
25 |
- |
2024-03-31 |
87,052 |
$4,326,000 |
7,652 |
|
BNP PARIBAS ARBITRAGE SA |
1047 |
- |
2024-03-31 |
86,941 |
$4,321,000 |
48,526 |
|
SHEETS SMITH & ASSOCIATES INC |
53 |
- |
2024-03-31 |
86,501 |
$4,299,000 |
18,211 |
|
Atria Wealth Solutions Inc. |
383 |
- |
2024-03-31 |
83,801 |
$4,165,000 |
-9,020 |
|
KB FINANCIAL PARTNERS LLC |
8 |
- |
2023-09-30 |
84,090 |
$4,163,000 |
0 |
|
Rockefeller Capital Management L.P. |
751 |
- |
2024-03-31 |
81,797 |
$4,065,000 |
-50,629 |
|
Brookstone Capital Management |
248 |
- |
2024-03-31 |
79,733 |
$3,963,000 |
45,395 |
|
J.W. COLE ADVISORS INC. |
115 |
- |
2024-03-31 |
78,991 |
$3,926,000 |
26,655 |
|
REGIONS FINANCIAL CORP |
264 |
- |
2024-03-31 |
77,630 |
$3,858,000 |
14,732 |
|
FLC Capital Advisors |
27 |
- |
2024-03-31 |
77,054 |
$3,830,000 |
8,024 |
|
AMJ Financial Wealth Management |
32 |
- |
2024-03-31 |
75,537 |
$3,754,000 |
71,279 |
|
PCG Wealth Advisors LLC |
15 |
- |
2024-03-31 |
75,478 |
$3,751,000 |
15,980 |
|
Global Retirement Partners LLC |
158 |
- |
2024-03-31 |
74,548 |
$3,705,000 |
23,650 |
|
Leisure Capital Management |
10 |
*New |
2024-03-31 |
73,857 |
$3,671,000 |
73,857 |
|
RETIREMENT PLANNING GROUP |
42 |
*New |
2024-03-31 |
71,669 |
$3,562,000 |
71,669 |
|
WCG Wealth Advisors LLC |
78 |
- |
2024-03-31 |
71,164 |
$3,537,000 |
-27,559 |
|
BB&T CORP |
1022 |
- |
2024-03-31 |
70,200 |
$3,489,000 |
40,846 |
|
OPPENHEIMER & CO INC |
357 |
- |
2024-03-31 |
69,199 |
$3,439,000 |
14,720 |
|
DAVENPORT & CO LLC |
348 |
- |
2024-03-31 |
68,768 |
$3,418,000 |
2,849 |
|
IFP Advisors Inc |
135 |
- |
2023-12-31 |
68,982 |
$3,407,000 |
-6,683 |
|
Crumly & Associates Inc. |
30 |
- |
2024-03-31 |
66,843 |
$3,322,000 |
4,506 |
|
Americana Partners LLC |
96 |
- |
2024-03-31 |
66,145 |
$3,287,000 |
-7,210 |
|
Gladstone Institutional Advisory LLC |
150 |
- |
2024-03-31 |
66,057 |
$3,283,000 |
3,924 |
|
Grant/GrossMendelsohn LLC |
18 |
- |
2024-03-31 |
64,326 |
$3,187,000 |
-2,717 |
|
Armor Investment Advisors LLC |
18 |
- |
2024-03-31 |
63,892 |
$3,175,000 |
973 |
|
ADVISORY SERVICES NETWORK, LLC |
337 |
- |
2024-03-31 |
61,645 |
$3,064,000 |
481 |
|
Cetera Investment Advisers |
481 |
- |
2024-03-31 |
61,497 |
$3,056,000 |
634 |
|
Kestra Advisory Services LLC |
700 |
- |
2024-03-31 |
60,799 |
$3,022,000 |
12,424 |
|
Diversify Advisory Services LLC |
124 |
- |
2024-03-31 |
60,489 |
$2,992,000 |
0 |
|
Secure Asset Management LLC |
28 |
- |
2024-03-31 |
60,071 |
$2,986,000 |
2,177 |
|
Belpointe Asset Management LLC |
99 |
- |
2024-03-31 |
59,743 |
$2,969,000 |
48,026 |
|
Navis Wealth Advisors LLC |
5 |
- |
2024-03-31 |
58,465 |
$2,906,000 |
4,625 |
|
Marmo Financial Group LLC |
13 |
- |
2024-03-31 |
57,462 |
$2,856,000 |
-41,715 |
|
Unique Wealth Strategies LLC |
14 |
*New |
2024-03-31 |
56,496 |
$2,808,000 |
56,496 |
|
FLAGSHIP HARBOR ADVISORS LLC |
126 |
- |
2024-03-31 |
53,720 |
$2,670,000 |
-644,403 |
|
Wealthcare Advisory Partners LLC |
200 |
- |
2024-03-31 |
50,937 |
$2,532,000 |
36,559 |
|
TITLEIST ASSET MANAGEMENT LLC |
57 |
- |
2024-03-31 |
50,747 |
$2,522,000 |
7,694 |
|
Acorn Wealth Advisors LLC |
17 |
- |
2024-03-31 |
50,408 |
$2,505,000 |
7,043 |
|
SAXON INTERESTS INC. |
20 |
- |
2024-03-31 |
49,448 |
$2,458,000 |
-1,424 |
|
|
100 Records found
|
1
|
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