|
Institutional
Holders
Total
Institutions:
|
150 0 |
|
Total
shares held :
|
52,165,434 |
|
% of shares
held :
|
9.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
Amount
of shares held :
|
550,602 |
|
% of shares
held change :
|
0.1% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$17.71 |
|
Last
Quarter's Ending
Price :
|
$19.10 |
|
Last
Quarter's Average
Price :
|
$18.08 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.06 (16.92%) |
|
|
|
|
|
|
|
|
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/ |
1268 |
- |
2024-03-31 |
2,661,801 |
$51,799,000 |
115,136 |
|
CLS INVESTMENT FIRM LLC |
11 |
- |
2022-12-31 |
2,821,151 |
$49,709,000 |
22,572 |
|
AMERIPRISE FINANCIAL INC |
857 |
- |
2024-03-31 |
2,264,380 |
$44,043,000 |
36,465 |
|
FMR LLC |
1461 |
- |
2024-03-31 |
1,752,937 |
$34,112,000 |
4,953 |
|
BANK OF NEW YORK MELLON CORP |
1452 |
- |
2024-03-31 |
1,263,858 |
$24,595,000 |
9,518 |
|
PFS INVESTMENTS INC. |
84 |
- |
2023-06-30 |
1,237,636 |
$23,070,000 |
2,461 |
|
MORGAN STANLEY |
2751 |
- |
2024-03-31 |
967,158 |
$18,821,000 |
215,712 |
|
WELLS FARGO & CO/MN |
1157 |
- |
2024-03-31 |
954,661 |
$18,578,000 |
421,463 |
|
LPL FINANCIAL CORP |
1025 |
- |
2024-03-31 |
856,708 |
$16,672,000 |
701,677 |
|
DAIWA SECURITIES GROUP INC. |
134 |
- |
2024-03-31 |
765,500 |
$14,897,000 |
270,000 |
|
HIGHTOWER ADVISORS, LLC |
623 |
- |
2024-03-31 |
618,951 |
$12,045,000 |
21,914 |
|
Goldstein Advisors LLC |
16 |
- |
2024-03-31 |
561,709 |
$10,931,000 |
32,167 |
|
CAPTRUST FINANCIAL ADVISORS |
396 |
- |
2024-03-31 |
399,278 |
$7,770,000 |
1,573 |
|
Johnson & White Wealth Management LLC |
11 |
- |
2024-03-31 |
201,078 |
$3,913,000 |
28,804 |
|
OLD MISSION CAPITAL LLC |
149 |
- |
2024-03-31 |
187,069 |
$3,640,000 |
187,069 |
|
Baird Financial Group Inc. |
771 |
- |
2024-03-31 |
185,750 |
$3,615,000 |
10,390 |
|
Aries Wealth Management |
24 |
- |
2024-03-31 |
170,224 |
$3,313,000 |
34,240 |
|
ENVESTNET ASSET MANAGEMENT INC |
2316 |
- |
2024-03-31 |
152,151 |
$2,961,000 |
31,744 |
|
FLOW TRADERS U.S. LLC |
125 |
- |
2024-03-31 |
144,247 |
$2,807,000 |
144,247 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1640 |
- |
2024-03-31 |
113,119 |
$2,201,000 |
65,970 |
|
DRIVE WEALTH MANAGEMENT LLC |
32 |
- |
2024-03-31 |
99,476 |
$1,936,000 |
34,453 |
|
SigFig Wealth Management LLC |
80 |
- |
2024-03-31 |
99,118 |
$1,929,000 |
2,911 |
|
UBS Group AG |
3007 |
- |
2024-03-31 |
98,738 |
$1,921,000 |
17,277 |
|
Sepio Capital LLC |
119 |
- |
2024-03-31 |
87,109 |
$1,695,000 |
6 |
|
Charles Schwab Trust Co |
70 |
- |
2024-03-31 |
80,351 |
$1,564,000 |
234 |
|
CREATIVE PLANNING |
1138 |
- |
2024-03-31 |
70,768 |
$1,377,000 |
22,485 |
|
Private Advisor Group LLC |
1031 |
- |
2024-03-31 |
66,094 |
$1,286,000 |
16,045 |
|
FIDUCIARY TRUST CO |
306 |
- |
2024-03-31 |
65,720 |
$1,279,000 |
2,101 |
|
HPM Partners LLC |
1303 |
- |
2024-03-31 |
48,938 |
$952,000 |
3 |
|
Lowe fs LLC |
26 |
- |
2024-03-31 |
41,023 |
$798,000 |
4,063 |
|
CITADEL ADVISORS LLC |
3304 |
- |
2024-03-31 |
40,348 |
$785,000 |
40,348 |
|
DAVENPORT & CO LLC |
688 |
- |
2024-03-31 |
35,748 |
$696,000 |
296 |
|
Kestra Advisory Services LLC |
1462 |
- |
2024-03-31 |
34,850 |
$678,000 |
1,229 |
|
Red Tortoise LLC |
55 |
- |
2024-03-31 |
27,744 |
$540,000 |
87 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2438 |
- |
2024-03-31 |
27,670 |
$538,000 |
15,785 |
|
MARINER WEALTH ADVISORS, LLC |
2071 |
- |
2024-03-31 |
24,021 |
$467,000 |
2,080 |
|
CIBC WORLD MARKETS INC. |
939 |
- |
2024-03-31 |
23,425 |
$456,000 |
31 |
|
IFG Advisory LLC |
327 |
- |
2024-03-31 |
20,071 |
$391,000 |
260 |
|
BANK OF MONTREAL /CAN/ |
2237 |
- |
2024-03-31 |
19,351 |
$379,000 |
17,078 |
|
Advisor Group Holdings Inc. |
3187 |
- |
2024-03-31 |
18,469 |
$359,000 |
9,016 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1359 |
- |
2024-03-31 |
16,958 |
$330,000 |
1,095 |
|
SAR WEALTH MANAGEMENT GROUP LLC |
33 |
- |
2024-03-31 |
14,831 |
$289,000 |
27 |
|
Rockefeller Capital Management L.P. |
1588 |
- |
2024-03-31 |
14,495 |
$282,000 |
327 |
|
Efficient Frontier Advisors LLC |
13 |
- |
2024-03-31 |
10,914 |
$212,000 |
36 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
185 |
- |
2024-03-31 |
10,818 |
$211,000 |
776 |
|
Capital Investment Advisory Services LLC |
508 |
- |
2024-03-31 |
8,563 |
$167,000 |
4 |
|
J P MORGAN CHASE & CO |
4467 |
- |
2024-03-31 |
5,199 |
$101,000 |
1,208 |
|
IFP Advisors Inc |
1216 |
- |
2023-12-31 |
5,301 |
$101,000 |
318 |
|
Steward Partners Investment Advisory LLC |
1972 |
- |
2024-03-31 |
3,271 |
$64,000 |
1,847 |
|
COMERICA BANK |
2731 |
- |
2024-03-31 |
2,797 |
$54,000 |
1,386 |
|
PNC FINANCIAL SERVICES GROUP INC |
3092 |
- |
2024-03-31 |
2,011 |
$39,000 |
1,969 |
|
US BANCORP |
2815 |
- |
2024-03-31 |
1,914 |
$37,000 |
1,532 |
|
LGT Financial Advisors LLC |
319 |
- |
2024-03-31 |
1,360 |
$26,000 |
4 |
|
BARTLETT & CO. LLC |
900 |
- |
2023-12-31 |
824 |
$16,000 |
579 |
|
FIFTH THIRD BANCORP |
1852 |
- |
2024-03-31 |
533 |
$10,000 |
533 |
|
Sargent Bickham Lagudis LLC |
730 |
- |
2022-12-31 |
510 |
$9,000 |
3 |
|
Goss Wealth Management LLC |
2922 |
- |
2024-03-31 |
483 |
$9,000 |
2 |
|
BLAIR WILLIAM & CO/IL |
1717 |
- |
2024-03-31 |
430 |
$8,000 |
2 |
|
SANDY SPRING BANK |
920 |
- |
2024-03-31 |
312 |
$6,000 |
311 |
|
Spire Wealth Management |
1937 |
- |
2024-03-31 |
254 |
$5,000 |
2 |
|
Smartleaf Asset Management LLC |
1488 |
- |
2024-03-31 |
78 |
$1,000 |
73 |
|
HANSON MCCLAIN, INC. |
3252 |
- |
2024-03-31 |
48 |
$1,000 |
2 |
|
|
62 Records found
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1
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