|
Institutional
Holders
Total
Institutions:
|
665 12 |
|
Total
shares held :
|
450,208,466 |
|
% of shares
held :
|
12.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
90 |
|
Amount
of shares held :
|
10,503,584 |
|
% of shares
held change :
|
0.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.24 |
|
Last
Quarter's Ending
Price :
|
$64.93 |
|
Last
Quarter's Average
Price :
|
$61.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.06 (13.17%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Acorns Advisers LLC |
2 |
- |
2024-03-31 |
28,929,207 |
$1,963,136,000 |
1,143,009 |
|
ALLIANCEBERNSTEIN L.P. |
34 |
- |
2024-03-31 |
22,172,136 |
$1,504,601,000 |
1,657,564 |
|
ENVESTNET ASSET MANAGEMENT INC |
64 |
- |
2024-03-31 |
10,841,040 |
$735,673,000 |
687,847 |
|
BANK OF AMERICA CORP /DE/ |
340 |
- |
2024-03-31 |
7,443,736 |
$505,132,000 |
68,357 |
|
JANE STREET GROUP LLC |
35 |
- |
2024-03-31 |
6,567,120 |
$445,645,000 |
6,521,124 |
|
MORGAN STANLEY |
481 |
- |
2024-03-31 |
6,552,229 |
$444,634,000 |
135,379 |
|
DAVIDSON D A & CO |
3 |
- |
2024-03-31 |
6,475,168 |
$439,405,000 |
212,116 |
|
COLONY GROUP, LLC |
3 |
- |
2024-03-31 |
5,394,335 |
$366,060,000 |
91,111 |
|
COLONY GROUP LLC |
1 |
- |
2023-09-30 |
5,240,510 |
$314,378,000 |
106,878 |
|
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
3 |
- |
2024-03-31 |
3,680,437 |
$249,755,000 |
3,588,972 |
|
Mill Creek Capital Advisors LLC |
3 |
- |
2024-03-31 |
3,667,086 |
$248,848,000 |
136,323 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
6 |
- |
2024-03-31 |
3,267,313 |
$221,720,000 |
98,016 |
|
Waldron LP |
3 |
- |
2024-03-31 |
2,672,199 |
$181,335,000 |
31,869 |
|
MARINER WEALTH ADVISORS, LLC |
74 |
- |
2024-03-31 |
2,087,477 |
$141,667,000 |
45,235 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
1 |
- |
2024-03-31 |
2,058,269 |
$139,674,000 |
50,405 |
|
ROYAL BANK OF CANADA |
390 |
- |
2024-03-31 |
1,991,872 |
$135,168,000 |
594,185 |
|
LPL FINANCIAL CORP |
279 |
- |
2024-03-31 |
1,690,925 |
$114,746,000 |
2,641 |
|
CAHABA WEALTH MANAGEMENT INC. |
3 |
- |
2024-03-31 |
1,583,224 |
$107,438,000 |
55,912 |
|
AMG NATIONAL TRUST BANK |
5 |
- |
2024-03-31 |
1,572,484 |
$106,709,000 |
11,906 |
|
JANNEY MONTGOMERY SCOTT LLC |
65 |
- |
2024-03-31 |
1,493,386 |
$101,341,000 |
292,654 |
|
TRUE Private Wealth Advisors |
1 |
- |
2024-03-31 |
1,359,290 |
$92,242,000 |
160,539 |
|
WELLS FARGO & CO/MN |
506 |
- |
2024-03-31 |
1,339,929 |
$90,928,000 |
27,775 |
|
Hardy Reed LLC |
3 |
- |
2024-03-31 |
1,261,352 |
$85,595,000 |
39,416 |
|
Prime Capital Investment Advisors LLC |
20 |
- |
2024-03-31 |
1,251,793 |
$84,947,000 |
44,913 |
|
BANK OF HAWAII |
7 |
- |
2024-03-31 |
1,235,888 |
$83,867,000 |
28,793 |
|
ALERUS FINANCIAL NA |
4 |
- |
2024-03-31 |
1,065,449 |
$72,301,000 |
7,045 |
|
Capstone Financial Advisors Inc. |
8 |
- |
2024-03-31 |
1,039,269 |
$70,525,000 |
4,309 |
|
FINANCIAL NETWORK |
58 |
- |
2024-03-31 |
1,015,091 |
$68,884,000 |
45,051 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
92 |
- |
2024-03-31 |
738,593 |
$50,121,000 |
88,125 |
|
J P MORGAN CHASE & CO |
1195 |
- |
2024-03-31 |
699,451 |
$47,465,000 |
29,314 |
|
New England Professional Planning Group Inc. |
2 |
- |
2024-03-31 |
698,682 |
$47,413,000 |
5,920 |
|
CAPTRUST FINANCIAL ADVISORS |
130 |
- |
2024-03-31 |
633,041 |
$42,958,000 |
466,165 |
|
Gerber Kawasaki Wealth & Investment Management |
13 |
- |
2024-03-31 |
614,286 |
$41,686,000 |
584,727 |
|
YOUNGS ADVISORY GROUP INC. |
1 |
- |
2024-03-31 |
490,971 |
$33,317,000 |
20,986 |
|
Standpoint Asset Management LLC |
8 |
- |
2024-03-31 |
486,600 |
$33,021,000 |
18,600 |
|
Astoria Strategic Wealth Inc. |
3 |
- |
2024-03-31 |
475,224 |
$32,249,000 |
19,651 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
267 |
- |
2024-03-31 |
390,124 |
$26,474,000 |
8,201 |
|
GOLDMAN SACHS GROUP INC/ |
1397 |
- |
2024-03-31 |
363,138 |
$24,643,000 |
43,886 |
|
Magnolia Wealth Management LLC |
3 |
- |
2024-03-31 |
358,662 |
$24,310,000 |
178,583 |
|
PRINCIPAL SECURITIES INC. |
24 |
- |
2024-03-31 |
330,397 |
$22,421,000 |
46,369 |
|
Corrigan Financial Inc. |
8 |
- |
2024-03-31 |
308,771 |
$20,953,000 |
3,167 |
|
Geneos Wealth Management Inc. |
16 |
- |
2024-03-31 |
295,358 |
$20,043,000 |
24,001 |
|
MML INVESTORS SERVICES LLC |
255 |
- |
2024-03-31 |
289,315 |
$19,633,000 |
14,192 |
|
Stone House Investment Management LLC |
7 |
- |
2024-03-31 |
285,130 |
$19,349,000 |
55,310 |
|
Skyline Advisors Inc. |
3 |
- |
2024-03-31 |
264,625 |
$17,957,000 |
2,991 |
|
FIRST HAWAIIAN BANK |
22 |
- |
2024-03-31 |
261,526 |
$17,747,000 |
2,725 |
|
HPM Partners LLC |
324 |
- |
2024-03-31 |
253,385 |
$17,195,000 |
2,288 |
|
Aptus Capital Advisors LLC |
59 |
- |
2024-03-31 |
249,045 |
$16,900,000 |
99,776 |
|
BDO Wealth Advisors LLC |
13 |
- |
2023-06-30 |
235,049 |
$14,719,000 |
5,317 |
|
MontVue Capital Management Inc. |
3 |
- |
2024-03-31 |
215,892 |
$14,650,000 |
3,300 |
|
NYL Investors LLC |
10 |
- |
2024-03-31 |
206,600 |
$14,020,000 |
115,367 |
|
STRATEGIC POINT INVESTMENT ADVISORS LLC |
17 |
- |
2024-03-31 |
199,869 |
$13,563,000 |
2,988 |
|
TCG Advisory Services LLC |
38 |
- |
2024-03-31 |
192,932 |
$13,092,000 |
99,334 |
|
White Lighthouse Investment Management Inc. |
10 |
- |
2024-03-31 |
191,997 |
$13,029,000 |
7,100 |
|
PRAIRIEVIEW WEALTH PARTNERS LLC |
3 |
- |
2024-03-31 |
189,116 |
$12,833,000 |
6,950 |
|
Cetera Investment Advisers |
150 |
- |
2024-03-31 |
184,742 |
$12,537,000 |
13,187 |
|
REGATTA CAPITAL GROUP LLC |
8 |
- |
2024-03-31 |
181,550 |
$12,320,000 |
104,797 |
|
Sowell Financial Services LLC |
35 |
- |
2024-03-31 |
180,183 |
$12,227,000 |
150,531 |
|
Qube Research & Technologies Ltd |
656 |
- |
2024-03-31 |
178,619 |
$12,121,000 |
4,035 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
389 |
- |
2024-03-31 |
172,288 |
$11,692,000 |
1,310 |
|
Goldstein Advisors LLC |
15 |
- |
2024-03-31 |
169,869 |
$11,527,000 |
9,436 |
|
Rooted Wealth Advisors Inc. |
4 |
- |
2024-03-31 |
160,707 |
$10,835,000 |
1,797 |
|
Spectrum Investment Advisors Inc. |
5 |
- |
2024-03-31 |
158,911 |
$10,784,000 |
7,499 |
|
Financial Designs Corp |
6 |
- |
2024-03-31 |
158,113 |
$10,730,000 |
76 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
216 |
- |
2024-03-31 |
155,240 |
$10,535,000 |
28,395 |
|
RFP Financial Group LLC |
6 |
- |
2024-03-31 |
154,556 |
$10,488,000 |
4,161 |
|
PRUDENTIAL FINANCIAL INC |
671 |
- |
2024-03-31 |
153,842 |
$10,440,000 |
35,496 |
|
GREENWOOD CAPITAL ASSOCIATES LLC |
16 |
- |
2024-03-31 |
153,080 |
$10,388,000 |
4,047 |
|
Trinity Wealth Management LLC |
9 |
- |
2024-03-31 |
149,579 |
$10,150,000 |
3,783 |
|
Forum Private Client Group LLC |
8 |
- |
2024-03-31 |
147,846 |
$10,033,000 |
9,830 |
|
Atria Wealth Solutions Inc. |
195 |
- |
2024-03-31 |
144,495 |
$9,805,000 |
3,317 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
21 |
- |
2024-03-31 |
143,058 |
$9,708,000 |
14,737 |
|
Patrick Mauro Investment Advisor INC. |
3 |
- |
2024-03-31 |
141,157 |
$9,579,000 |
1,966 |
|
SWMG LLC |
3 |
- |
2024-03-31 |
138,263 |
$9,382,000 |
30,325 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
3 |
- |
2023-03-31 |
150,873 |
$9,347,000 |
5,538 |
|
First Command Financial Services Inc. |
16 |
- |
2023-06-30 |
144,702 |
$9,061,000 |
9,607 |
|
First Command Bank |
16 |
- |
2023-06-30 |
144,702 |
$9,061,000 |
9,607 |
|
MULTIFINANCIAL SECURITIES CORP |
281 |
- |
2024-03-31 |
132,540 |
$8,994,000 |
25,663 |
|
Capital Analysts Inc. |
56 |
- |
2024-03-31 |
132,026 |
$8,959,000 |
6,133 |
|
BANK OF NEW YORK MELLON CORP |
2032 |
- |
2024-03-31 |
126,340 |
$8,573,000 |
15,777 |
|
ATRIA INVESTMENTS LLC |
190 |
- |
2023-12-31 |
129,157 |
$8,386,000 |
7,556 |
|
TBH Global Asset Management LLC |
13 |
- |
2024-03-31 |
121,243 |
$8,228,000 |
372 |
|
PINNACLE FINANCIAL PARTNERS INC |
133 |
- |
2024-03-31 |
120,496 |
$8,177,000 |
25,656 |
|
First Ascent Asset Management LLC |
20 |
- |
2023-12-31 |
124,191 |
$8,064,000 |
2,620 |
|
Source Financial Advisors LLC |
9 |
- |
2024-03-31 |
118,238 |
$8,024,000 |
15,057 |
|
Global Retirement Partners LLC |
71 |
- |
2024-03-31 |
117,908 |
$8,001,000 |
12,213 |
|
DOHJ LLC |
9 |
- |
2024-03-31 |
117,109 |
$7,947,000 |
56,738 |
|
Clear Creek Financial Management LLC |
23 |
- |
2024-03-31 |
113,868 |
$7,727,000 |
1,926 |
|
RAYMOND JAMES & ASSOCIATES |
1305 |
- |
2024-03-31 |
112,920 |
$7,663,000 |
1,627 |
|
CAPITAL INSIGHT PARTNERS LLC |
15 |
- |
2024-03-31 |
110,062 |
$7,469,000 |
7,160 |
|
Carl P. Sherr & Co. LLC |
6 |
- |
2024-03-31 |
108,592 |
$7,369,000 |
2,014 |
|
WealthCollab LLC |
4 |
- |
2024-03-31 |
107,835 |
$7,318,000 |
1,667 |
|
Connectus Wealth LLC |
104 |
- |
2024-03-31 |
98,302 |
$6,671,000 |
1,749 |
|
Newton One Investments LLC |
13 |
- |
2024-03-31 |
94,183 |
$6,391,000 |
236 |
|
Kestra Advisory Services LLC |
446 |
- |
2024-03-31 |
93,268 |
$6,329,000 |
3,465 |
|
Baird Financial Group Inc. |
604 |
- |
2024-03-31 |
92,426 |
$6,272,000 |
3,012 |
|
FSA Wealth Management LLC |
9 |
- |
2024-03-31 |
92,022 |
$6,245,000 |
1,308 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
91 |
- |
2024-03-31 |
91,979 |
$6,242,000 |
70,644 |
|
HB Wealth Management LLC |
134 |
- |
2024-03-31 |
87,757 |
$5,955,000 |
989 |
|
Gleason Group Inc. |
11 |
- |
2024-03-31 |
87,242 |
$5,920,000 |
44 |
|
|
100 Records found
|
1
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