|
Institutional
Holders
Total
Institutions:
|
688 16 |
|
Total
shares held :
|
1,013,388,251 |
|
% of shares
held :
|
11.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
66 |
|
Amount
of shares held :
|
106,991,813 |
|
% of shares
held change :
|
1.19% |
|
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 : |
60
|
5,600,406
|
0.55%
|
|
|
Increased
Positions : |
312
|
143,102,355
|
14.12%
|
|
|
Unchanged
Positions : |
86
|
8,863,094
|
0.87%
|
|
|
Decreased
Positions : |
230
|
-32,610,912
|
-3.22%
|
|
|
Closed
Positions : |
76
|
-9,100,036
|
-0.9%
|
|
|
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 |
BANK OF AMERICA CORP /DE/ |
17 |
- |
2024-03-31 |
362,972,396 |
$8,264,881,000 |
3,985,195 |
|
LPL FINANCIAL CORP |
9 |
- |
2024-03-31 |
97,794,306 |
$2,226,776,000 |
92,549,448 |
|
FMR LLC |
178 |
- |
2024-03-31 |
63,104,925 |
$1,436,899,000 |
6,502,027 |
|
BB&T CORP |
4 |
- |
2024-03-31 |
58,161,325 |
$1,324,333,000 |
2,327,763 |
|
ENVESTNET ASSET MANAGEMENT INC |
38 |
- |
2024-03-31 |
50,181,467 |
$1,142,632,000 |
4,246,291 |
|
HANSON MCCLAIN, INC. |
7 |
- |
2024-03-31 |
26,933,904 |
$613,285,000 |
1,749,973 |
|
PNC FINANCIAL SERVICES GROUP INC |
46 |
- |
2024-03-31 |
25,443,972 |
$579,359,000 |
3,475,152 |
|
MORGAN STANLEY |
460 |
- |
2024-03-31 |
20,753,390 |
$472,555,000 |
368,037 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
13 |
- |
2024-03-31 |
16,937,328 |
$385,663,000 |
272,142 |
|
FUND EVALUATION GROUP LLC |
3 |
- |
2024-03-31 |
10,748,080 |
$244,734,000 |
799,686 |
|
PEAVINE CAPITAL MANAGEMENT LLC |
1 |
- |
2024-03-31 |
9,848,623 |
$224,253,000 |
293,858 |
|
Mutual Advisors LLC |
1 |
- |
2024-03-31 |
8,233,590 |
$187,479,000 |
847,428 |
|
Morningstar Investment Management LLC |
1 |
- |
2024-03-31 |
7,496,170 |
$170,688,000 |
1,213,333 |
|
TOWNSQUARE CAPITAL LLC |
5 |
- |
2024-03-31 |
5,659,251 |
$128,861,000 |
704,438 |
|
Jordan Park Group LLC |
5 |
- |
2024-03-31 |
5,638,252 |
$128,383,000 |
647,339 |
|
AMERIPRISE FINANCIAL INC |
449 |
- |
2024-03-31 |
5,622,835 |
$127,960,000 |
131,396 |
|
NATIONWIDE FUND ADVISORS |
4 |
- |
2024-03-31 |
5,497,558 |
$125,179,000 |
57,695 |
|
EP WEALTH ADVISORS, INC. |
17 |
- |
2024-03-31 |
4,752,554 |
$108,216,000 |
62,837 |
|
Itau Unibanco Holding S.A. |
8 |
- |
2024-03-31 |
4,702,295 |
$107,071,000 |
238,451 |
|
MCF Advisors LLC |
2 |
- |
2024-03-31 |
4,194,589 |
$95,511,000 |
273,061 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
3 |
- |
2024-03-31 |
3,914,952 |
$89,143,000 |
1,178,353 |
|
COMMERCE BANK N A/MO |
45 |
- |
2024-03-31 |
3,682,713 |
$83,855,000 |
156,206 |
|
ROYAL BANK OF CANADA |
555 |
- |
2024-03-31 |
3,513,751 |
$80,008,000 |
901,137 |
|
Crane Advisory LLC |
2 |
- |
2024-03-31 |
3,306,537 |
$74,595,000 |
319,346 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
8 |
- |
2024-03-31 |
3,108,176 |
$70,773,000 |
165,957 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
155 |
- |
2024-03-31 |
2,935,845 |
$66,849,000 |
782,324 |
|
ALESCO ADVISORS LLC |
14 |
- |
2024-03-31 |
2,906,070 |
$66,171,000 |
59,000 |
|
CRESTWOOD ADVISORS LLC |
21 |
- |
2024-03-31 |
2,872,434 |
$65,405,000 |
276,603 |
|
DEUTSCHE BANK AG |
476 |
- |
2024-03-31 |
2,863,706 |
$65,207,000 |
27,788 |
|
SYM FINANCIAL CORPORATION |
4 |
- |
2024-03-31 |
2,650,947 |
$60,362,000 |
242,008 |
|
JANNEY MONTGOMERY SCOTT LLC |
136 |
- |
2024-03-31 |
2,234,601 |
$50,882,000 |
1,257,116 |
|
FINANCIAL NETWORK |
80 |
- |
2024-03-31 |
2,219,909 |
$50,547,000 |
135,751 |
|
NORTHERN TRUST CORP |
1106 |
- |
2024-03-31 |
1,845,615 |
$42,025,000 |
703,041 |
|
Wedmont Private Capital |
7 |
- |
2024-03-31 |
1,866,147 |
$41,970,000 |
99,373 |
|
Foster Group Inc. |
13 |
- |
2024-03-31 |
1,812,960 |
$41,281,000 |
1,730,344 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
284 |
- |
2024-03-31 |
1,728,019 |
$39,347,000 |
741,261 |
|
Capital Planning Advisors LLC |
2 |
- |
2024-03-31 |
1,593,133 |
$36,276,000 |
102,870 |
|
BAILARD BIEHL & KAISER INC |
21 |
- |
2024-03-31 |
1,547,879 |
$35,245,000 |
110,069 |
|
Sequoia Financial Advisors LLC |
52 |
- |
2024-03-31 |
1,541,124 |
$35,091,000 |
155,615 |
|
Heirloom Wealth Management |
2 |
- |
2024-03-31 |
1,506,280 |
$34,298,000 |
186,731 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
268 |
- |
2024-03-31 |
1,407,022 |
$32,038,000 |
115,203 |
|
Global Retirement Partners LLC |
14 |
- |
2024-03-31 |
1,269,244 |
$28,901,000 |
1,169,774 |
|
SAND HILL ADVISORS INC/CA |
12 |
- |
2024-03-31 |
1,259,795 |
$28,686,000 |
245,749 |
|
Envestnet Portfolio Solutions Inc. |
102 |
- |
2024-03-31 |
1,209,154 |
$27,532,000 |
161,397 |
|
AE Wealth Management LLC |
75 |
- |
2024-03-31 |
1,206,583 |
$27,474,000 |
138,816 |
|
US BANCORP |
263 |
- |
2024-03-31 |
1,197,405 |
$27,265,000 |
9,914 |
|
HIGHTOWER ADVISORS, LLC |
398 |
- |
2024-03-31 |
1,197,502 |
$27,225,000 |
86,788 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
10 |
- |
2024-03-31 |
1,165,169 |
$26,531,000 |
89,432 |
|
Johnson Bixby & Associates LLC |
5 |
- |
2024-03-31 |
1,088,848 |
$24,793,000 |
65,271 |
|
Rockefeller Capital Management L.P. |
276 |
- |
2024-03-31 |
1,066,513 |
$24,285,000 |
42,207 |
|
Acorns Advisers LLC |
17 |
- |
2024-03-31 |
1,044,033 |
$23,773,000 |
80,586 |
|
ARGI INVESTMENT SERVICES, LLC |
28 |
- |
2022-12-31 |
1,025,244 |
$23,294,000 |
45,539 |
|
Verum Partners LLC |
1 |
- |
2024-03-31 |
1,007,625 |
$22,944,000 |
181,325 |
|
STIFEL FINANCIAL CORP |
502 |
- |
2024-03-31 |
1,006,702 |
$22,923,000 |
23,375 |
|
FINANCIAL ADVISORY GROUP |
8 |
- |
2024-03-31 |
994,183 |
$22,638,000 |
116,033 |
|
PARK AVENUE SECURITIES LLC |
51 |
- |
2024-03-31 |
991,165 |
$22,569,000 |
125,172 |
|
Trilogy Capital Inc. |
24 |
- |
2024-03-31 |
987,287 |
$22,481,000 |
62,492 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
5 |
- |
2024-03-31 |
972,041 |
$22,133,000 |
75,215 |
|
BANK OF NEW YORK MELLON CORP |
1567 |
- |
2024-03-31 |
883,853 |
$20,125,000 |
539,008 |
|
Blueprint Investment Partners LLC |
6 |
- |
2024-03-31 |
876,666 |
$19,962,000 |
254,821 |
|
Perigon Wealth Management LLC |
32 |
- |
2024-03-31 |
834,083 |
$18,992,000 |
721,328 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
523 |
- |
2024-03-31 |
827,200 |
$18,835,000 |
24,411 |
|
Hoese & Co LLP |
2 |
- |
2024-03-31 |
792,249 |
$17,936,000 |
16,725 |
|
COOK WEALTH MANAGEMENT GROUP LLC |
2 |
- |
2024-03-31 |
789,408 |
$17,549,000 |
3,966 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
357 |
- |
2024-03-31 |
764,698 |
$17,412,000 |
233,275 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
292 |
- |
2024-03-31 |
751,620 |
$17,114,000 |
211,569 |
|
ACCESS FINANCIAL SERVICES INC. |
3 |
- |
2024-03-31 |
736,026 |
$16,759,000 |
51,737 |
|
Genus Capital Management Inc. |
8 |
- |
2024-03-31 |
717,382 |
$16,335,000 |
717,382 |
|
ST GERMAIN D J CO INC |
42 |
- |
2024-03-31 |
708,197 |
$16,126,000 |
392,172 |
|
CUTLER INVESTMENT COUNSEL LLC |
13 |
- |
2024-03-31 |
698,892 |
$15,914,000 |
21,956 |
|
Annandale Capital LLC |
5 |
- |
2024-03-31 |
697,839 |
$15,890,000 |
44,969 |
|
Kestra Advisory Services LLC |
195 |
- |
2024-03-31 |
694,442 |
$15,812,000 |
141,859 |
|
Integrated Wealth Concepts LLC |
108 |
- |
2024-03-31 |
673,245 |
$15,330,000 |
607,399 |
|
SEABRIDGE INVESTMENT ADVISORS LLC |
2 |
- |
2024-03-31 |
635,630 |
$14,473,000 |
3,057 |
|
Spectrum Strategic Capital Management LLC |
3 |
- |
2024-03-31 |
572,125 |
$13,027,000 |
18,699 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
368 |
- |
2024-03-31 |
561,869 |
$12,794,000 |
17,174 |
|
MULTIFINANCIAL SECURITIES CORP |
200 |
- |
2024-03-31 |
545,771 |
$12,427,000 |
205,489 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
90 |
- |
2024-03-31 |
539,299 |
$12,280,000 |
177,405 |
|
SEASCAPE CAPITAL MANAGEMENT |
4 |
- |
2024-03-31 |
535,355 |
$12,190,000 |
64,569 |
|
Lineweaver Wealth Advisors LLC |
7 |
- |
2024-03-31 |
526,356 |
$11,985,000 |
31,023 |
|
Lifeworks Advisors LLC |
1 |
- |
2024-03-31 |
521,925 |
$11,884,000 |
125,094 |
|
MONTECITO BANK & TRUST |
6 |
- |
2024-03-31 |
517,774 |
$11,790,000 |
65,918 |
|
Topel & Distasi Wealth Management LLC |
4 |
- |
2024-03-31 |
508,980 |
$11,589,000 |
106,545 |
|
Occidental Asset Management LLC |
13 |
- |
2024-03-31 |
501,991 |
$11,430,000 |
14,824 |
|
REGAL INVESTMENT ADVISORS, LLC |
27 |
- |
2024-03-31 |
492,925 |
$11,224,000 |
3,413 |
|
Equitable Holdings Inc. |
139 |
- |
2024-03-31 |
485,680 |
$11,059,000 |
396,611 |
|
PRAIRIEVIEW WEALTH PARTNERS LLC |
4 |
- |
2024-03-31 |
482,501 |
$10,987,000 |
21,171 |
|
Source Financial Advisors LLC |
8 |
- |
2024-03-31 |
472,268 |
$10,754,000 |
78,569 |
|
Bernardo Wealth Planning LLC |
12 |
- |
2024-03-31 |
463,713 |
$10,559,000 |
55,865 |
|
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP |
13 |
- |
2024-03-31 |
453,143 |
$10,318,000 |
87,080 |
|
Key Financial Inc |
7 |
- |
2024-03-31 |
438,188 |
$9,978,000 |
17,901 |
|
Geneos Wealth Management Inc. |
47 |
- |
2024-03-31 |
436,046 |
$9,929,000 |
251,618 |
|
Klaas Financial Asset Advisors LLC |
13 |
- |
2024-03-31 |
415,713 |
$9,466,000 |
3,516 |
|
BerganKDV Wealth Management LLC |
23 |
- |
2023-06-30 |
408,558 |
$9,356,000 |
153,845 |
|
Strategic Blueprint LLC |
34 |
- |
2024-03-31 |
406,713 |
$9,261,000 |
133,373 |
|
Optas LLC |
12 |
- |
2024-03-31 |
394,471 |
$8,982,000 |
2,893 |
|
SCS CAPITAL MANAGEMENT LLC |
40 |
- |
2024-03-31 |
394,345 |
$8,979,000 |
29,437 |
|
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
8 |
- |
2024-03-31 |
380,528 |
$8,665,000 |
45,958 |
|
Clear Creek Financial Management LLC |
16 |
- |
2024-03-31 |
376,568 |
$8,574,000 |
41,174 |
|
Bull Oak Capital LLC |
8 |
- |
2024-03-31 |
369,985 |
$8,425,000 |
45,515 |
|
|
100 Records found
|
1
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