|
Institutional
Holders
Total
Institutions:
|
287 2 |
|
Total
shares held :
|
51,748,347 |
|
% of shares
held :
|
67.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-6,206,559 |
|
% of shares
held change :
|
-8.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$48.82 |
|
Last
Quarter's Ending
Price :
|
$55.02 |
|
Last
Quarter's Average
Price :
|
$51.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.64 (16.87%) |
|
|
|
|
|
|
|
|
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 |
272 |
- |
2024-03-31 |
12,799,081 |
$740,427,000 |
91,042 |
|
MORGAN STANLEY |
838 |
- |
2024-03-31 |
3,195,870 |
$184,881,000 |
157,161 |
|
BANK OF AMERICA CORP /DE/ |
697 |
- |
2024-03-31 |
2,855,561 |
$165,194,000 |
106,906 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
61 |
- |
2024-03-31 |
1,786,651 |
$103,358,000 |
473,032 |
|
BLACKROCK INC. |
2189 |
- |
2024-03-31 |
1,301,687 |
$75,303,000 |
9,720 |
|
Metis Global Partners LLC |
7 |
- |
2024-03-31 |
1,042,717 |
$60,321,000 |
933,008 |
|
JANNEY MONTGOMERY SCOTT LLC |
113 |
- |
2024-03-31 |
958,436 |
$55,446,000 |
27,562 |
|
WESTEND ADVISORS LLC |
15 |
- |
2024-03-31 |
887,160 |
$51,322,000 |
32,288 |
|
RAYMOND JAMES & ASSOCIATES |
419 |
- |
2024-03-31 |
837,055 |
$48,424,000 |
10,755 |
|
AIA Group Ltd |
25 |
- |
2024-03-31 |
470,415 |
$27,214,000 |
56,700 |
|
DEUTSCHE BANK AG |
734 |
- |
2024-03-31 |
443,896 |
$25,679,000 |
22,214 |
|
Cetera Investment Advisers |
314 |
- |
2024-03-31 |
439,295 |
$25,413,000 |
172,312 |
|
Blue Edge Capital LLC |
5 |
- |
2024-03-31 |
386,113 |
$22,337,000 |
4,638 |
|
SMITHFIELD TRUST CO |
18 |
- |
2024-03-31 |
351,094 |
$20,314,000 |
265 |
|
VICTORY CAPITAL MANAGEMENT INC |
853 |
- |
2024-03-31 |
295,160 |
$17,075,000 |
20,683 |
|
Garde Capital Inc. |
20 |
- |
2023-12-31 |
290,075 |
$15,960,000 |
5,388 |
|
FIL LTD |
473 |
- |
2024-03-31 |
257,855 |
$14,917,000 |
39,880 |
|
AMUNDI |
770 |
- |
2024-03-31 |
242,048 |
$13,434,000 |
13,965 |
|
MACQUARIE GROUP LTD |
822 |
- |
2024-03-31 |
174,925 |
$10,119,000 |
161,971 |
|
HSBC HOLDINGS PLC |
785 |
- |
2024-03-31 |
169,094 |
$9,782,000 |
16,482 |
|
LPL FINANCIAL CORP |
1353 |
- |
2024-03-31 |
166,791 |
$9,649,000 |
18,052 |
|
STIFEL FINANCIAL CORP |
856 |
- |
2024-03-31 |
155,813 |
$9,014,000 |
3,118 |
|
Altman Advisors Inc. |
2 |
- |
2024-03-31 |
144,011 |
$8,314,000 |
6,993 |
|
PALISADE CAPITAL MANAGEMENT LLC/NJ |
127 |
- |
2024-03-31 |
115,644 |
$6,690,000 |
96,667 |
|
Lido Advisors LLC |
217 |
- |
2024-03-31 |
112,787 |
$6,525,000 |
108,865 |
|
Rockefeller Capital Management L.P. |
624 |
- |
2024-03-31 |
109,581 |
$6,339,000 |
49,560 |
|
Consilium Wealth Advisory LLC |
7 |
- |
2024-03-31 |
106,565 |
$6,165,000 |
1,508 |
|
PATHSTONE FAMILY OFFICE, LLC |
236 |
- |
2023-09-30 |
122,561 |
$6,086,000 |
6,797 |
|
FINANCIAL NETWORK |
571 |
- |
2024-03-31 |
98,822 |
$5,717,000 |
2,600 |
|
NORTHERN TRUST CORP |
2372 |
- |
2024-03-31 |
98,193 |
$5,680,000 |
188 |
|
BABSON CAPITAL MANAGEMENT LLC |
67 |
- |
2024-03-31 |
93,976 |
$5,437,000 |
2,480 |
|
ASHFORD CAPITAL MANAGEMENT INC |
37 |
- |
2024-03-31 |
90,091 |
$5,212,000 |
5,151 |
|
SCHRODER INVESTMENT MANAGEMENT GROUP |
798 |
- |
2024-03-31 |
63,544 |
$3,676,000 |
6,548 |
|
MULTIFINANCIAL SECURITIES CORP |
604 |
- |
2024-03-31 |
56,334 |
$3,259,000 |
39,959 |
|
ACIMA PRIVATE WEALTH LLC |
22 |
- |
2024-03-31 |
55,052 |
$3,185,000 |
15,263 |
|
ATLAS CAPITAL ADVISORS LLC |
63 |
- |
2024-03-31 |
37,745 |
$2,184,000 |
8,733 |
|
PROSPERA FINANCIAL SERVICES |
312 |
- |
2023-12-31 |
35,009 |
$1,926,000 |
6,801 |
|
Conservest Capital Advisors Inc. |
40 |
- |
2024-03-31 |
29,069 |
$1,682,000 |
585 |
|
RICHARDSON FINANCIAL SERVICES INC. |
14 |
- |
2024-03-31 |
28,691 |
$1,660,000 |
6,466 |
|
CI INVESTMENTS INC |
350 |
- |
2024-03-31 |
28,137 |
$1,628,000 |
100 |
|
KISTLERTIFFANY COMPANIES, LLC |
79 |
- |
2023-06-30 |
29,214 |
$1,538,000 |
196 |
|
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC |
52 |
- |
2024-03-31 |
23,707 |
$1,371,000 |
483 |
|
TrinityPoint Wealth LLC |
114 |
- |
2024-03-31 |
21,480 |
$1,243,000 |
846 |
|
Csenge Advisory Group |
228 |
- |
2024-03-31 |
20,707 |
$1,198,000 |
5,341 |
|
Cresset Asset Management LLC |
881 |
- |
2024-03-31 |
20,691 |
$1,197,000 |
1,600 |
|
DAVENPORT & CO LLC |
558 |
- |
2024-03-31 |
20,515 |
$1,187,000 |
941 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
235 |
- |
2024-03-31 |
17,119 |
$990,000 |
990 |
|
Beacon Bridge Wealth Partners LLC |
46 |
- |
2024-03-31 |
17,080 |
$988,000 |
8,571 |
|
Ameritas Advisory Services LLC |
386 |
- |
2024-03-31 |
16,905 |
$971,000 |
9,462 |
|
IPG Investment Advisors LLC |
71 |
- |
2024-03-31 |
15,090 |
$873,000 |
904 |
|
Viewpoint Capital Management LLC |
43 |
- |
2024-03-31 |
15,050 |
$871,000 |
100 |
|
Kestra Advisory Services LLC |
1395 |
- |
2024-03-31 |
13,340 |
$772,000 |
2,569 |
|
FIRST CITIZENS BANK & TRUST CO |
268 |
- |
2024-03-31 |
13,030 |
$754,000 |
2,578 |
|
STEPHENS INC /AR/ |
661 |
- |
2024-03-31 |
12,760 |
$738,000 |
2,636 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1135 |
- |
2024-03-31 |
11,667 |
$675,000 |
1,486 |
|
Farther Finance Advisors LLC |
354 |
- |
2024-03-31 |
10,267 |
$593,000 |
236 |
|
FMR LLC |
2518 |
- |
2024-03-31 |
9,858 |
$570,000 |
2,103 |
|
AlphaStar Capital Management LLC |
170 |
- |
2024-03-31 |
9,680 |
$560,000 |
2,469 |
|
Endowment Wealth Management Inc. |
60 |
- |
2024-03-31 |
9,435 |
$546,000 |
1,648 |
|
NATIONAL BANK OF CANADA /FI/ |
1071 |
- |
2024-03-31 |
8,908 |
$526,000 |
64 |
|
Atlantic Trust Group LLC |
840 |
- |
2024-03-31 |
8,516 |
$492,000 |
273 |
|
TFB Advisors LLC |
131 |
- |
2024-03-31 |
8,518 |
$480,000 |
8,518 |
|
Beverly Hills Private Wealth LLC |
197 |
- |
2024-03-31 |
8,228 |
$476,000 |
1,253 |
|
AQR CAPITAL MANAGEMENT LLC |
2003 |
- |
2024-03-31 |
7,546 |
$437,000 |
354 |
|
RAYMOND JAMES TRUST CO |
797 |
- |
2024-03-31 |
7,272 |
$421,000 |
204 |
|
Stratos Wealth Partners LTD. |
944 |
- |
2024-03-31 |
7,186 |
$416,000 |
1,152 |
|
Soltis Investment Advisors LLC |
224 |
- |
2024-03-31 |
7,051 |
$408,000 |
209 |
|
ICICI Prudential Asset Management Co Ltd |
137 |
- |
2024-03-31 |
7,000 |
$405,000 |
7,000 |
|
Orion Portfolio Solutions LLC |
1361 |
- |
2024-03-31 |
6,894 |
$399,000 |
679 |
|
Aveo Capital Partners LLC |
254 |
- |
2024-03-31 |
6,864 |
$394,000 |
1,751 |
|
BROWN BROTHERS HARRIMAN & CO |
407 |
- |
2024-03-31 |
6,397 |
$370,000 |
5,742 |
|
BANK OF NEW YORK MELLON CORP |
3611 |
- |
2024-03-31 |
6,133 |
$355,000 |
1,370 |
|
Qube Research & Technologies Ltd |
2359 |
- |
2024-03-31 |
5,555 |
$321,000 |
5,455 |
|
TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC |
55 |
- |
2023-03-31 |
6,032 |
$316,000 |
6,032 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
453 |
- |
2023-12-31 |
5,217 |
$287,000 |
53 |
|
Hoxton Planning & Management LLC |
118 |
- |
2024-03-31 |
4,874 |
$282,000 |
28 |
|
One Charles Private Wealth Services LLC |
121 |
- |
2024-03-31 |
4,615 |
$267,000 |
135 |
|
H D Vest Advisory Services |
1406 |
- |
2024-03-31 |
4,248 |
$246,000 |
310 |
|
Columbus Macro LLC |
161 |
- |
2024-03-31 |
4,183 |
$242,000 |
239 |
|
Global Retirement Partners LLC |
726 |
- |
2024-03-31 |
4,135 |
$239,000 |
207 |
|
Sigma Planning Corp |
1103 |
- |
2024-03-31 |
3,663 |
$212,000 |
3,663 |
|
Coastal Investment Advisors Inc. |
423 |
- |
2024-03-31 |
2,927 |
$169,000 |
2,927 |
|
Stonehage Fleming Financial Services Holdings Ltd |
111 |
- |
2024-03-31 |
2,929 |
$116,000 |
1,257 |
|
Steward Partners Investment Advisory LLC |
2045 |
- |
2024-03-31 |
962 |
$56,000 |
25 |
|
Spire Wealth Management |
1427 |
- |
2024-03-31 |
457 |
$26,000 |
26 |
|
SIGNATUREFD, LLC |
2085 |
- |
2024-03-31 |
279 |
$16,000 |
73 |
|
Tortoise Investment Management LLC |
548 |
- |
2024-03-31 |
275 |
$16,000 |
75 |
|
FinTrust Capital Advisors LLC |
1046 |
- |
2024-03-31 |
57 |
$3,000 |
43 |
|
|
88 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|