|
Institutional
Holders
Total
Institutions:
|
478 21 |
|
Total
shares held :
|
81,965,723 |
|
% of shares
held :
|
49.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
-6,421,702 |
|
% of shares
held change :
|
-3.9% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.11 |
|
Last
Quarter's Ending
Price :
|
$32.06 |
|
Last
Quarter's Average
Price :
|
$30.84 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.04 (9.86%) |
|
|
|
|
|
|
|
|
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/ |
333 |
- |
2024-03-31 |
16,159,427 |
$520,818,000 |
1,356,147 |
|
Personal Capital Advisors Corp |
23 |
- |
2022-12-31 |
5,644,157 |
$169,720,000 |
290,122 |
|
TIAA TRUST NATIONAL ASSOCIATION |
45 |
- |
2024-03-31 |
5,087,975 |
$163,985,000 |
112,351 |
|
TIAA FSB |
41 |
- |
2023-06-30 |
4,802,472 |
$151,902,000 |
30,121 |
|
NORTHERN TRUST CORP |
606 |
- |
2024-03-31 |
3,230,806 |
$104,129,000 |
176,269 |
|
Betterment LLC |
37 |
- |
2024-03-31 |
2,987,211 |
$96,278,000 |
271,731 |
|
JANE STREET GROUP LLC |
127 |
- |
2024-03-31 |
2,824,467 |
$91,033,000 |
1,810,107 |
|
ENVESTNET ASSET MANAGEMENT INC |
486 |
- |
2024-03-31 |
2,628,791 |
$84,726,000 |
11,720 |
|
Wealthfront Advisers LLC |
37 |
- |
2024-03-31 |
2,509,901 |
$80,894,000 |
173,408 |
|
WIT LLC |
8 |
- |
2024-03-31 |
1,874 |
$60,384,000 |
985 |
|
J P MORGAN CHASE & CO |
1102 |
- |
2024-03-31 |
1,798,214 |
$57,956,000 |
182,394 |
|
UBS Group AG |
705 |
- |
2024-03-31 |
1,739,916 |
$56,077,000 |
173,754 |
|
Ellevest Inc. |
8 |
- |
2024-03-31 |
1,623,738 |
$52,333,000 |
936,080 |
|
FMR LLC |
1427 |
- |
2024-03-31 |
1,132,562 |
$36,502,000 |
397,872 |
|
BANK OF MONTREAL /CAN/ |
512 |
- |
2024-03-31 |
1,080,464 |
$35,191,000 |
1,077,737 |
|
Acorns Advisers LLC |
16 |
- |
2024-03-31 |
1,045,728 |
$33,704,000 |
76,905 |
|
LPL FINANCIAL CORP |
726 |
- |
2024-03-31 |
997,408 |
$32,146,000 |
21,409 |
|
WELLS FARGO & CO/MN |
894 |
- |
2024-03-31 |
976,090 |
$31,459,000 |
6,478 |
|
PNC FINANCIAL SERVICES GROUP INC |
363 |
- |
2024-03-31 |
754,940 |
$24,332,000 |
8,922 |
|
ROYAL BANK OF CANADA |
1079 |
- |
2024-03-31 |
689,383 |
$22,219,000 |
128,188 |
|
M&T BANK CORP |
193 |
- |
2024-03-31 |
680,448 |
$21,931,000 |
54,519 |
|
MISSION WEALTH MANAGEMENT LLC |
27 |
- |
2024-03-31 |
642,185 |
$20,698,000 |
40,837 |
|
MERCER GLOBAL ADVISORS INC /ADV |
203 |
- |
2024-03-31 |
592,249 |
$19,119,000 |
84,484 |
|
Money Design Co.Ltd. |
31 |
- |
2024-03-31 |
470,706 |
$15,171,000 |
5,273 |
|
CITADEL ADVISORS LLC |
1066 |
- |
2024-03-31 |
415,765 |
$13,400,000 |
344,623 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
697 |
- |
2024-03-31 |
391,653 |
$12,623,000 |
18,451 |
|
FIDUCIARY TRUST CO |
90 |
- |
2024-03-31 |
360,346 |
$11,614,000 |
3,029 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
57 |
- |
2024-03-31 |
350,824 |
$11,307,000 |
5,307 |
|
SEI INVESTMENTS CO |
867 |
- |
2024-03-31 |
342,172 |
$11,028,000 |
24,244 |
|
CI Private Wealth LLC |
508 |
- |
2024-03-31 |
331,888 |
$10,697,000 |
8,269 |
|
IMPACTfolio LLC |
5 |
- |
2024-03-31 |
295,951 |
$9,539,000 |
4,117 |
|
High Note Wealth LLC |
11 |
- |
2024-03-31 |
271,512 |
$8,751,000 |
2,443 |
|
MARINER WEALTH ADVISORS, LLC |
623 |
- |
2024-03-31 |
212,862 |
$6,861,000 |
77,405 |
|
SigFig Wealth Management LLC |
41 |
- |
2024-03-31 |
212,540 |
$6,850,000 |
22,571 |
|
Baird Financial Group Inc. |
601 |
- |
2024-03-31 |
196,443 |
$6,331,000 |
15,219 |
|
SAND HILL ADVISORS INC/CA |
64 |
- |
2024-03-31 |
149,287 |
$4,812,000 |
3,299 |
|
Intergy Private Wealth LLC |
16 |
- |
2024-03-31 |
148,757 |
$4,794,000 |
1,996 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
87 |
- |
2024-03-31 |
143,737 |
$4,633,000 |
143,737 |
|
MODERA WEALTH MANAGEMENT, LLC |
163 |
- |
2024-03-31 |
143,327 |
$4,619,000 |
2,561 |
|
Laurel Wealth Planning LLC |
12 |
- |
2024-03-31 |
140,875 |
$4,540,000 |
6,641 |
|
RAYMOND JAMES & ASSOCIATES |
1688 |
- |
2024-03-31 |
132,625 |
$4,275,000 |
3,952 |
|
MATHER GROUP, INC. |
101 |
- |
2024-03-31 |
133,308 |
$4,274,000 |
97 |
|
Van Hulzen Asset Management LLC |
73 |
- |
2024-03-31 |
124,369 |
$4,008,000 |
2,255 |
|
Icon Wealth Partners LLC |
52 |
- |
2023-09-30 |
124,894 |
$3,782,000 |
257 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
103 |
- |
2023-03-31 |
117,770 |
$3,707,000 |
5,855 |
|
H D Vest Advisory Services |
381 |
- |
2024-03-31 |
113,618 |
$3,662,000 |
10,388 |
|
Dynamic Advisors Solutions LLC |
234 |
- |
2024-03-31 |
96,276 |
$3,103,000 |
5,948 |
|
First Ascent Asset Management LLC |
34 |
- |
2023-12-31 |
95,923 |
$3,075,000 |
18,808 |
|
Quent Capital LLC |
51 |
- |
2024-03-31 |
87,518 |
$2,821,000 |
9,484 |
|
WCM INVESTMENT MANAGEMENT/CA |
179 |
- |
2024-03-31 |
87,224 |
$2,811,000 |
40,549 |
|
Robertson Stephens Wealth Management LLC |
140 |
- |
2024-03-31 |
68,424 |
$2,205,000 |
1,495 |
|
JNBA FINANCIAL ADVISORS |
60 |
- |
2024-03-31 |
67,686 |
$2,182,000 |
7,152 |
|
HANSON MCCLAIN, INC. |
308 |
- |
2024-03-31 |
66,787 |
$2,153,000 |
4,691 |
|
Apella Capital LLC |
92 |
- |
2024-03-31 |
63,563 |
$2,091,000 |
996 |
|
PFS INVESTMENTS INC. |
323 |
- |
2023-06-30 |
64,212 |
$2,031,000 |
22,685 |
|
Beacon Pointe Advisors LLC |
492 |
- |
2024-03-31 |
61,772 |
$1,991,000 |
6,429 |
|
AXXCESS WEALTH MANAGEMENT LLC |
248 |
- |
2024-03-31 |
61,673 |
$1,988,000 |
1,261 |
|
Global Retirement Partners LLC |
242 |
- |
2024-03-31 |
60,293 |
$1,943,000 |
7,117 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
248 |
- |
2024-03-31 |
59,213 |
$1,908,000 |
2,727 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
377 |
- |
2024-03-31 |
58,525 |
$1,892,000 |
2,695 |
|
STIFEL FINANCIAL CORP |
1772 |
- |
2024-03-31 |
57,149 |
$1,842,000 |
8,009 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
69 |
- |
2023-12-31 |
51,493 |
$1,651,000 |
2,258 |
|
Asset Dedication LLC |
120 |
- |
2024-03-31 |
51,066 |
$1,646,000 |
102 |
|
Rockefeller Capital Management L.P. |
1089 |
- |
2024-03-31 |
50,063 |
$1,614,000 |
7,128 |
|
Wescott Financial Advisory Group LLC |
60 |
- |
2024-03-31 |
48,049 |
$1,549,000 |
3,291 |
|
HARBOUR INVESTMENTS INC. |
280 |
- |
2023-12-31 |
48,242 |
$1,547,000 |
929 |
|
PITCAIRN CO |
197 |
- |
2024-03-31 |
47,534 |
$1,532,000 |
2,144 |
|
BECKER CAPITAL MANAGEMENT INC |
143 |
- |
2024-03-31 |
46,801 |
$1,508,000 |
11,870 |
|
Emerald Investment Partners LLC |
117 |
- |
2024-03-31 |
45,853 |
$1,478,000 |
2,093 |
|
Blue Edge Capital LLC |
67 |
- |
2024-03-31 |
43,530 |
$1,403,000 |
6,445 |
|
APCM Wealth Management for Individuals |
30 |
- |
2024-03-31 |
43,146 |
$1,391,000 |
5,107 |
|
Affiance Financial LLC |
40 |
- |
2024-03-31 |
42,663 |
$1,375,000 |
5,087 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
34 |
- |
2024-03-31 |
41,115 |
$1,325,000 |
3,562 |
|
Neumann Capital Management LLC |
49 |
- |
2024-03-31 |
39,935 |
$1,287,000 |
1,460 |
|
Qube Research & Technologies Ltd |
1702 |
- |
2024-03-31 |
39,915 |
$1,286,000 |
15,635 |
|
CAPTRUST FINANCIAL ADVISORS |
987 |
- |
2024-03-31 |
39,881 |
$1,285,000 |
4,372 |
|
JANNEY MONTGOMERY SCOTT LLC |
1381 |
- |
2024-03-31 |
39,306 |
$1,267,000 |
1,361 |
|
COLONY GROUP, LLC |
569 |
- |
2024-03-31 |
38,605 |
$1,244,000 |
496 |
|
Heritage Wealth Advisors |
73 |
- |
2024-03-31 |
38,232 |
$1,232,000 |
185 |
|
Omega Financial Group LLC |
44 |
- |
2024-03-31 |
37,933 |
$1,223,000 |
408 |
|
ST GERMAIN D J CO INC |
150 |
- |
2024-03-31 |
37,672 |
$1,214,000 |
556 |
|
Orgel Wealth Management LLC |
40 |
- |
2024-03-31 |
36,083 |
$1,163,000 |
1,521 |
|
HALBERT, HARGROVE/RUSSELL LLC |
40 |
- |
2024-03-31 |
35,279 |
$1,137,000 |
2,756 |
|
Morling Financial Advisors LLC |
23 |
- |
2024-03-31 |
35,101 |
$1,131,000 |
1,154 |
|
Integris Wealth Management LLC |
31 |
- |
2024-03-31 |
33,917 |
$1,093,000 |
634 |
|
Wealth Architects LLC |
72 |
- |
2024-03-31 |
33,684 |
$1,086,000 |
388 |
|
FRANKLIN RESOURCES INC |
1804 |
- |
2024-03-31 |
33,468 |
$1,079,000 |
3,682 |
|
Schneider Downs Wealth Management Advisors LP |
51 |
- |
2024-03-31 |
33,421 |
$1,077,000 |
2,583 |
|
HAVERFORD TRUST CO |
215 |
- |
2024-03-31 |
32,029 |
$1,032,000 |
3,070 |
|
Krilogy Financial LLC |
150 |
- |
2024-03-31 |
31,912 |
$1,029,000 |
18,854 |
|
CABOT MONEY MANAGEMENT INC |
98 |
- |
2024-03-31 |
30,880 |
$995,000 |
3,330 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
244 |
- |
2023-12-31 |
30,297 |
$971,000 |
3,229 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
174 |
- |
2024-03-31 |
29,562 |
$953,000 |
1,758 |
|
MULTIFINANCIAL SECURITIES CORP |
1200 |
- |
2024-03-31 |
28,704 |
$925,000 |
16,187 |
|
Perigon Wealth Management LLC |
401 |
- |
2024-03-31 |
27,097 |
$873,000 |
2,479 |
|
Cresset Asset Management LLC |
1043 |
- |
2024-03-31 |
26,305 |
$848,000 |
3,304 |
|
NATIONAL ASSET MANAGEMENT, INC. |
585 |
- |
2024-03-31 |
27,850 |
$843,000 |
6,435 |
|
BerganKDV Wealth Management LLC |
146 |
- |
2023-06-30 |
25,028 |
$792,000 |
8,532 |
|
White Lighthouse Investment Management Inc. |
75 |
- |
2024-03-31 |
22,702 |
$732,000 |
828 |
|
GRIMES & COMPANY INC |
203 |
- |
2024-03-31 |
21,635 |
$697,000 |
3,360 |
|
|
100 Records found
|
1
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