|
Institutional
Holders
Total
Institutions:
|
847 10 |
|
Total
shares held :
|
249,396,289 |
|
% of shares
held :
|
13.3% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
62 |
|
Amount
of shares held :
|
6,693,645 |
|
% of shares
held change :
|
0.36% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.56 |
|
Last
Quarter's Ending
Price :
|
$65.06 |
|
Last
Quarter's Average
Price :
|
$61.67 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.61 (22.07%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
49
|
1,540,764
|
0.62%
|
|
|
Increased
Positions : |
354
|
24,014,370
|
9.63%
|
|
|
Unchanged
Positions : |
142
|
7,326,405
|
2.94%
|
|
|
Decreased
Positions : |
302
|
-15,739,308
|
-6.31%
|
|
|
Closed
Positions : |
39
|
-3,122,181
|
-1.25%
|
|
|
Guru
Positions : |
1
|
5,862
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Dynasty Wealth Management LLC |
2 |
*New |
2024-03-31 |
3,589,961 |
$262,606,000 |
3,589,961 |
|
Mount Yale Investment Advisors LLC |
3 |
*New |
2024-03-31 |
561,155 |
$41,048,000 |
561,155 |
|
ZEKE CAPITAL ADVISORS, LLC |
26 |
*New |
2022-12-31 |
217,807 |
$11,036,000 |
217,807 |
|
MARSHALL WACE LLP |
768 |
*New |
2024-03-31 |
88,200 |
$6,452,000 |
88,200 |
|
WIN ADVISORS INC |
14 |
*New |
2024-03-31 |
84,673 |
$6,194,000 |
84,673 |
|
HRT FINANCIAL LLC |
245 |
*New |
2024-03-31 |
70,009 |
$5,121,000 |
70,009 |
|
Lionsbridge Wealth Management LLC |
20 |
*New |
2024-03-31 |
35,408 |
$2,590,000 |
35,408 |
|
Cavalier Investments |
29 |
*New |
2024-03-31 |
35,168 |
$2,573,000 |
35,168 |
|
Financial Insights Inc. |
32 |
*New |
2024-03-31 |
31,997 |
$2,341,000 |
31,997 |
|
BlackDiamond Wealth Management Inc. |
17 |
*New |
2024-03-31 |
31,431 |
$2,299,000 |
31,431 |
|
SABAL TRUST CO |
85 |
*New |
2024-03-31 |
28,130 |
$2,058,000 |
28,130 |
|
SIMPLEX TRADING LLC |
300 |
*New |
2024-03-31 |
26,299 |
$1,923,000 |
26,299 |
|
NORDEN GROUP LLC |
60 |
*New |
2024-03-31 |
26,247 |
$1,920,000 |
26,247 |
|
Braun-Bostich & Associates Inc. |
14 |
*New |
2024-03-31 |
24,742 |
$1,810,000 |
24,742 |
|
United Advisor Group LLC |
48 |
*New |
2024-03-31 |
23,839 |
$1,744,000 |
23,839 |
|
Tradewinds LLC. |
13 |
*New |
2024-03-31 |
3,266 |
$1,552,000 |
3,266 |
|
OLD MISSION CAPITAL LLC |
316 |
*New |
2024-03-31 |
18,212 |
$1,332,000 |
18,212 |
|
Belvedere Trading LLC |
20 |
*New |
2024-03-31 |
16,394 |
$1,199,000 |
16,394 |
|
Privium Fund Management (UK) Ltd |
41 |
*New |
2024-03-31 |
14,579 |
$1,068,000 |
14,579 |
|
Tempus Wealth Planning LLC |
55 |
*New |
2024-03-31 |
14,579 |
$1,066,000 |
14,579 |
|
Idaho Trust Bank |
34 |
*New |
2024-03-31 |
12,773 |
$934,000 |
12,773 |
|
Schechter Investment Advisors LLC |
259 |
*New |
2024-03-31 |
12,455 |
$911,000 |
12,455 |
|
Guardian Wealth Advisors LLC |
21 |
*New |
2024-03-31 |
11,932 |
$873,000 |
11,932 |
|
AQR CAPITAL MANAGEMENT LLC |
1763 |
*New |
2024-03-31 |
11,574 |
$847,000 |
11,574 |
|
Latitude Advisors LLC |
54 |
*New |
2024-03-31 |
8,914 |
$652,000 |
8,914 |
|
WealthTrust Asset Management LLC |
47 |
*New |
2024-03-31 |
7,767 |
$568,000 |
7,767 |
|
TAYLOR INVESTMENT COUNSELORS LLC |
71 |
*New |
2023-12-31 |
7,197 |
$468,000 |
7,197 |
|
RMR Wealth Builders |
166 |
*New |
2024-03-31 |
5,817 |
$426,000 |
5,817 |
|
EWG Elevate Inc. |
89 |
*New |
2024-03-31 |
5,041 |
$369,000 |
5,041 |
|
Accel Wealth Management |
136 |
*New |
2024-03-31 |
5,022 |
$367,000 |
5,022 |
|
OmniStar Financial Group Inc. |
103 |
*New |
2024-03-31 |
4,310 |
$315,000 |
4,310 |
|
PFG Investments LLC |
722 |
*New |
2024-03-31 |
4,204 |
$308,000 |
4,204 |
|
TANDEM CAPITAL MANAGEMENT CORP /ADV |
98 |
*New |
2024-03-31 |
4,085 |
$299,000 |
4,085 |
|
ETF Store Inc. |
90 |
*New |
2024-03-31 |
3,867 |
$283,000 |
3,867 |
|
Proquility Private Wealth Partners LLC |
83 |
*New |
2024-03-31 |
3,667 |
$268,000 |
3,667 |
|
Insight Wealth Strategies LLC |
150 |
*New |
2024-03-31 |
3,563 |
$261,000 |
3,563 |
|
Wealth Enhancement & Preservation of GA LLC |
41 |
*New |
2023-06-30 |
4,200 |
$256,000 |
4,200 |
|
DORSEY & WHITNEY TRUST CO LLC |
531 |
*New |
2024-03-31 |
3,432 |
$251,000 |
3,432 |
|
Synergy Financial Management LLC |
110 |
*New |
2024-03-31 |
3,414 |
$250,000 |
3,414 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
157 |
*New |
2024-03-31 |
3,331 |
$244,000 |
3,331 |
|
BBK Capital Partners LLC |
315 |
*New |
2024-03-31 |
3,031 |
$222,000 |
3,031 |
|
WARNER FINANCIAL INC |
105 |
*New |
2024-03-31 |
3,012 |
$220,000 |
3,012 |
|
Samalin Investment Counsel LLC |
253 |
*New |
2024-03-31 |
2,989 |
$219,000 |
2,989 |
|
INVESTMENT PARTNERS LTD /OH/ /ADV |
133 |
*New |
2024-03-31 |
2,980 |
$218,000 |
2,980 |
|
ETFIDEA LLC |
110 |
*New |
2024-03-31 |
2,921 |
$214,000 |
2,921 |
|
STOCK YARDS BANK & TRUST CO |
381 |
*New |
2024-03-31 |
2,861 |
$209,000 |
2,861 |
|
Key Client Fiduciary Advisors LLC |
173 |
*New |
2024-03-31 |
2,811 |
$206,000 |
2,811 |
|
GILL CAPITAL PARTNERS LLC |
110 |
*New |
2024-03-31 |
2,936 |
$206,000 |
2,936 |
|
Personal Capital Advisors Corp |
461 |
*New |
2022-12-31 |
4,061 |
$206,000 |
4,061 |
|
SAGE RHINO CAPITAL LLC |
209 |
*New |
2024-03-31 |
2,771 |
$203,000 |
2,771 |
|
Evanson Asset Management LLC |
291 |
*New |
2024-03-31 |
2,752 |
$201,000 |
2,752 |
|
Annis Gardner Whiting Capital Advisors LLC |
182 |
*New |
2024-03-31 |
2,730 |
$200,000 |
2,730 |
|
Future Financial Wealth Managment LLC |
188 |
*New |
2024-03-31 |
1,163 |
$85,000 |
1,163 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
684 |
*New |
2024-03-31 |
600 |
$44,000 |
600 |
|
WOODMONT INVESTMENT COUNSEL LLC |
304 |
*New |
2024-03-31 |
600 |
$44,000 |
600 |
|
Crewe Advisors LLC |
447 |
*New |
2024-03-31 |
386 |
$28,000 |
386 |
|
SJS Investment Consulting Inc. |
257 |
*New |
2024-03-31 |
354 |
$26,000 |
354 |
|
Ronald Blue Trust Inc. |
1169 |
*New |
2024-03-31 |
333 |
$24,000 |
333 |
|
Game Plan Financial Advisors LLC |
148 |
*New |
2024-03-31 |
300 |
$22,000 |
300 |
|
TCTC HOLDINGS, LLC |
397 |
*New |
2024-03-31 |
230 |
$17,000 |
230 |
|
JONES FINANCIAL COMPANIES LLLP |
945 |
*New |
2024-03-31 |
217 |
$16,000 |
217 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
323 |
*New |
2024-03-31 |
85 |
$6,000 |
85 |
|
Anfield Capital Management LLC |
188 |
*New |
2024-03-31 |
84 |
$6,000 |
84 |
|
Operose Advisors LLC |
545 |
*New |
2024-03-31 |
73 |
$5,000 |
73 |
|
HANSON INVESTMENT MANAGEMENT |
446 |
*New |
2024-03-31 |
35 |
$3,000 |
35 |
|
BNP PARIBAS ARBITRAGE SA |
2972 |
*New |
2024-03-31 |
21 |
$2,000 |
21 |
|
Rakuten Securities Inc. |
507 |
*New |
2024-03-31 |
23 |
$2,000 |
23 |
|
TOMPKINS FINANCIAL CORP |
602 |
*New |
2024-03-31 |
11 |
$1,000 |
11 |
|
MANCHESTER CAPITAL MANAGEMENT LLC |
1074 |
*New |
2024-03-31 |
4 |
$0 |
4 |
|
EnRich Financial Partners LLC |
204 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
70 Records found
|
1
|
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