| |
Institutional
Holders
Total
Institutions:
 |
337  7 |
|
|
Total
shares held :
|
164,191,607 |
|
|
% of shares
held :
|
53.99% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -35 |
|
|
Amount
of shares held :
|
-11,869,147 |
|
|
% of shares
held change :
|
-3.9% |
|
| 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 : |
47
|
7,553,296
|
4.6%
|
|
|
|
Increased
Positions : |
104
|
13,283,772
|
8.09%
|
|
|
|
Unchanged
Positions : |
40
|
1,725,638
|
1.05%
|
|
|
|
Decreased
Positions : |
146
|
-29,040,435
|
-17.69%
|
|
|
|
Closed
Positions : |
40
|
-3,665,780
|
-2.23%
|
|
|
|
Guru
Positions : |
1
|
48,119,539
|
29.31%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Kovitz Investment Group Partners LLC |
80 |
*New |
2024-03-31 |
490,992 |
$14,200,000 |
490,992 |
|
| WARREN AVERETT ASSET MANAGEMENT, LLC |
133 |
*New |
2024-03-31 |
190,426 |
$5,507,000 |
190,426 |
|
| DAGCO INC. |
11 |
*New |
2024-03-31 |
177,425 |
$5,131,000 |
177,425 |
|
| VAUGHAN DAVID INVESTMENTS INC/IL |
138 |
*New |
2024-03-31 |
27,879 |
$806,000 |
27,879 |
|
| Wells Trecaso Financial Group LLC |
62 |
*New |
2024-03-31 |
16,996 |
$492,000 |
16,996 |
|
| TBH Global Asset Management LLC |
158 |
*New |
2024-03-31 |
16,921 |
$489,000 |
16,921 |
|
| Ameritas Advisory Services LLC |
630 |
*New |
2024-03-31 |
13,282 |
$381,000 |
13,282 |
|
| Significant Wealth Partners LLC |
105 |
*New |
2024-03-31 |
12,603 |
$364,000 |
12,603 |
|
| BROWN BROTHERS HARRIMAN & CO |
417 |
*New |
2024-03-31 |
12,329 |
$357,000 |
12,329 |
|
| M. Kulyk & Associates LLC |
91 |
*New |
2024-03-31 |
9,601 |
$278,000 |
9,601 |
|
| Buckingham Strategic Partners |
500 |
*New |
2024-03-31 |
8,974 |
$260,000 |
8,974 |
|
| Allen Mooney & Barnes Investment Advisors LLC |
146 |
*New |
2024-03-31 |
8,344 |
$240,000 |
8,344 |
|
| AQR CAPITAL MANAGEMENT LLC |
2211 |
*New |
2024-03-31 |
8,009 |
$232,000 |
8,009 |
|
| Betterment LLC |
342 |
*New |
2024-03-31 |
7,948 |
$230,000 |
7,948 |
|
| Financial Network Wealth Advisors LLC |
116 |
*New |
2024-03-31 |
7,400 |
$214,000 |
7,400 |
|
| Legacy Capital Wealth Partners LLC |
103 |
*New |
2024-03-31 |
7,300 |
$213,000 |
7,300 |
|
| Independent Advisor Alliance |
650 |
*New |
2024-03-31 |
7,311 |
$211,000 |
7,311 |
|
| HM PAYSON & CO |
597 |
*New |
2023-12-31 |
1,726 |
$50,000 |
1,726 |
|
| Addison Advisors LLC |
450 |
*New |
2024-03-31 |
718 |
$21,000 |
718 |
|
| COLONIAL ASSET MANAGEMENT, INC. |
493 |
*New |
2024-03-31 |
578 |
$17,000 |
578 |
|
| Frazier Financial Advisors LLC |
373 |
*New |
2024-03-31 |
427 |
$12,000 |
427 |
|
| SIMPLEX TRADING LLC |
1838 |
*New |
2024-03-31 |
400 |
$11,000 |
400 |
|
| Founders Financial Alliance LLC |
484 |
*New |
2024-03-31 |
327 |
$9,000 |
327 |
|
| Capital Investment Advisory Services LLC |
836 |
*New |
2024-03-31 |
258 |
$7,000 |
258 |
|
| Aptus Capital Advisors LLC |
1120 |
*New |
2024-03-31 |
59 |
$2,000 |
59 |
|
| Rakuten Securities Inc. |
651 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
| HORIZON FINANCIAL SERVICES LLC |
254 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
27 Records found
|
1
|
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