|
Institutional
Holders
Total
Institutions:
|
248 12 |
|
Total
shares held :
|
42,311,741 |
|
% of shares
held :
|
47.01% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
1,305,333 |
|
% of shares
held change :
|
1.45% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$32.58 |
|
Last
Quarter's Ending
Price :
|
$37.49 |
|
Last
Quarter's Average
Price :
|
$33.53 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.19 (9.51%) |
|
|
|
|
|
|
|
|
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/ |
915 |
- |
2024-03-31 |
2,466,957 |
$96,902,000 |
61,217 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
174 |
- |
2024-03-31 |
1,172,108 |
$46,040,000 |
118,251 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
15 |
- |
2024-03-31 |
844,240 |
$33,162,000 |
292,829 |
|
Arbor Investment Advisors LLC |
6 |
- |
2024-03-31 |
827,095 |
$32,488,000 |
15,213 |
|
PFS INVESTMENTS INC. |
75 |
- |
2023-06-30 |
151,921 |
$26,105,000 |
7,085 |
|
ROYAL BANK OF CANADA |
1051 |
- |
2024-03-31 |
600,782 |
$23,598,000 |
10,971 |
|
Baird Financial Group Inc. |
308 |
- |
2024-03-31 |
563,134 |
$22,120,000 |
15,151 |
|
FINANCIAL NETWORK |
267 |
- |
2024-03-31 |
404,430 |
$15,886,000 |
7,165 |
|
H D Vest Advisory Services |
152 |
- |
2024-03-31 |
293,505 |
$11,529,000 |
26,356 |
|
CAPTRUST FINANCIAL ADVISORS |
324 |
- |
2024-03-31 |
287,642 |
$11,299,000 |
12,119 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
744 |
- |
2024-03-31 |
277,821 |
$10,913,000 |
523 |
|
Dynamic Advisors Solutions LLC |
77 |
- |
2024-03-31 |
251,197 |
$9,867,000 |
11,018 |
|
MERCER GLOBAL ADVISORS INC /ADV |
383 |
- |
2024-03-31 |
177,611 |
$6,977,000 |
45,221 |
|
Johnson & White Wealth Management LLC |
4 |
- |
2024-03-31 |
168,673 |
$6,625,000 |
14,573 |
|
Cornerstone Wealth Management LLC |
61 |
- |
2024-03-31 |
124,601 |
$4,894,000 |
4,228 |
|
Perigon Wealth Management LLC |
146 |
- |
2024-03-31 |
121,258 |
$4,763,000 |
7,781 |
|
Equitable Holdings Inc. |
287 |
- |
2024-03-31 |
102,303 |
$4,018,000 |
39,657 |
|
CREATIVE PLANNING |
732 |
- |
2024-03-31 |
90,344 |
$3,549,000 |
9,862 |
|
TD Waterhouse Canada Inc. |
348 |
- |
2024-03-31 |
56,661 |
$2,821,000 |
1,466 |
|
WealthBridge Capital Management LLC |
25 |
- |
2024-03-31 |
66,272 |
$2,603,000 |
1,394 |
|
JFS WEALTH ADVISORS, LLC |
68 |
- |
2024-03-31 |
63,888 |
$2,510,000 |
26 |
|
Steward Partners Investment Advisory LLC |
547 |
- |
2024-03-31 |
56,510 |
$2,220,000 |
14,521 |
|
J P MORGAN CHASE & CO |
2919 |
- |
2024-03-31 |
55,850 |
$2,194,000 |
15,020 |
|
Kestra Advisory Services LLC |
888 |
- |
2024-03-31 |
49,543 |
$1,946,000 |
1,078 |
|
Boston Standard Wealth Management LLC |
23 |
- |
2024-03-31 |
40,902 |
$1,607,000 |
6,142 |
|
ADVISORY SERVICES NETWORK, LLC |
539 |
- |
2024-03-31 |
38,925 |
$1,529,000 |
6,787 |
|
Resonant Capital Advisors LLC |
124 |
- |
2024-03-31 |
36,727 |
$1,443,000 |
262 |
|
PFG Advisors |
224 |
- |
2024-03-31 |
36,039 |
$1,416,000 |
4,369 |
|
BKD WEALTH ADVISORS LLC |
203 |
- |
2024-03-31 |
28,285 |
$1,111,000 |
12 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
987 |
- |
2024-03-31 |
26,691 |
$1,048,000 |
8,851 |
|
FMR LLC |
2338 |
- |
2024-03-31 |
26,121 |
$1,026,000 |
6,202 |
|
New England Private Wealth Advisors LLC |
77 |
- |
2024-03-31 |
26,042 |
$1,014,000 |
20 |
|
Lido Advisors LLC |
611 |
- |
2024-03-31 |
23,128 |
$908,000 |
180 |
|
Parallel Advisors LLC |
391 |
- |
2024-03-31 |
22,320 |
$877,000 |
2 |
|
BRIGHTON JONES LLC |
250 |
- |
2024-03-31 |
21,869 |
$859,000 |
2,954 |
|
Pacific Center for Financial Services |
30 |
- |
2023-12-31 |
20,968 |
$786,000 |
27 |
|
Heritage Wealth Advisors |
102 |
- |
2024-03-31 |
1,740 |
$773,000 |
1,580 |
|
Rockefeller Capital Management L.P. |
1351 |
- |
2024-03-31 |
18,774 |
$737,000 |
7,557 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3074 |
- |
2024-03-31 |
16,640 |
$654,000 |
6,841 |
|
CLS INVESTMENT FIRM LLC |
899 |
- |
2022-12-31 |
4,015 |
$636,000 |
418 |
|
Financial Advocates Investment Management |
418 |
- |
2024-03-31 |
15,419 |
$606,000 |
134 |
|
CITIGROUP INC |
2626 |
- |
2024-03-31 |
15,383 |
$604,000 |
1,664 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1220 |
- |
2023-09-30 |
16,181 |
$534,000 |
12,718 |
|
SAVANT CAPITAL MANAGEMENT INC |
754 |
- |
2024-03-31 |
11,886 |
$467,000 |
3,138 |
|
Emerald Investment Partners LLC |
202 |
- |
2024-03-31 |
11,560 |
$454,000 |
50 |
|
Cresset Asset Management LLC |
1388 |
- |
2024-03-31 |
11,090 |
$436,000 |
1,351 |
|
AVIANCE CAPITAL PARTNERS, LLC |
225 |
- |
2024-03-31 |
10,405 |
$409,000 |
90 |
|
SHEETS SMITH & ASSOCIATES INC |
289 |
- |
2024-03-31 |
10,212 |
$401,000 |
128 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
443 |
- |
2024-03-31 |
10,185 |
$400,000 |
52 |
|
Trilogy Capital Inc. |
227 |
- |
2024-03-31 |
9,700 |
$381,000 |
160 |
|
Sequoia Financial Advisors LLC |
782 |
- |
2024-03-31 |
9,445 |
$371,000 |
219 |
|
Spire Wealth Management |
624 |
- |
2024-03-31 |
8,832 |
$347,000 |
10 |
|
Larson Financial Group LLC |
288 |
- |
2024-03-31 |
8,707 |
$342,000 |
747 |
|
TOWER RESEARCH CAPITAL LLC |
1130 |
- |
2024-03-31 |
8,032 |
$315,000 |
7,200 |
|
Valeo Financial Advisors LLC |
505 |
- |
2024-03-31 |
7,969 |
$298,000 |
172 |
|
MCCORMACK ADVISORS INTERNATIONAL |
893 |
- |
2024-03-31 |
7,558 |
$297,000 |
1,249 |
|
Efficient Frontier Advisors LLC |
9 |
- |
2024-03-31 |
7,635 |
$294,000 |
17 |
|
Wealthfront Advisers LLC |
806 |
- |
2024-03-31 |
7,479 |
$294,000 |
597 |
|
Financial Advisory Service Inc. |
260 |
- |
2024-03-31 |
7,116 |
$280,000 |
12 |
|
PINNACLE FINANCIAL PARTNERS INC |
383 |
- |
2024-03-31 |
7,052 |
$277,000 |
1,324 |
|
Vertex Planning Partners LLC |
135 |
- |
2024-03-31 |
6,622 |
$260,000 |
9 |
|
REGIONS FINANCIAL CORP |
750 |
- |
2024-03-31 |
6,255 |
$246,000 |
500 |
|
ANCORA ADVISORS, LLC |
629 |
- |
2024-03-31 |
5,800 |
$228,000 |
4,050 |
|
Sightline Wealth Advisors LLC |
64 |
- |
2024-03-31 |
5,701 |
$224,000 |
13 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1554 |
- |
2024-03-31 |
3,645 |
$143,000 |
1,355 |
|
Qube Research & Technologies Ltd |
2709 |
- |
2024-03-31 |
3,577 |
$141,000 |
873 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1011 |
- |
2024-03-31 |
3,479 |
$137,000 |
142 |
|
SIGNATUREFD, LLC |
1064 |
- |
2024-03-31 |
3,229 |
$127,000 |
3,229 |
|
PRINCIPAL SECURITIES INC. |
1227 |
- |
2024-03-31 |
2,832 |
$111,000 |
26 |
|
CWM LLC |
2038 |
- |
2024-03-31 |
1,894 |
$74,000 |
719 |
|
CAROLINAS WEALTH CONSULTING LLC |
317 |
- |
2024-03-31 |
1,886 |
$74,000 |
4 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
324 |
- |
2024-03-31 |
1,353 |
$53,000 |
1,352 |
|
PNC FINANCIAL SERVICES GROUP INC |
3000 |
- |
2024-03-31 |
1,225 |
$48,000 |
655 |
|
Sargent Bickham Lagudis LLC |
444 |
- |
2022-12-31 |
289 |
$46,000 |
33 |
|
HOWE & RUSLING INC |
299 |
- |
2024-03-31 |
1,130 |
$44,000 |
905 |
|
SANDY SPRING BANK |
620 |
- |
2024-03-31 |
1,045 |
$41,000 |
5 |
|
EPG Wealth Management LLC |
333 |
- |
2024-03-31 |
852 |
$33,000 |
2 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
455 |
- |
2023-12-31 |
869 |
$33,000 |
3 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1431 |
- |
2024-03-31 |
717 |
$28,000 |
451 |
|
Coppell Advisory Solutions LLC |
962 |
- |
2023-12-31 |
230 |
$9,000 |
124 |
|
Financial Synergies Wealth Advisors Inc. |
316 |
- |
2024-03-31 |
55 |
$2,000 |
55 |
|
|
81 Records found
|
1
|
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