|
Institutional
Holders
Total
Institutions:
|
159 5 |
|
Total
shares held :
|
7,512,396 |
|
% of shares
held :
|
23.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
-968,354 |
|
% of shares
held change :
|
-3.07% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$80.01 |
|
Last
Quarter's Ending
Price :
|
$89.81 |
|
Last
Quarter's Average
Price :
|
$82.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
32.85 (39.97%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
200 |
- |
2024-03-31 |
1,439,605 |
$165,353,000 |
96,236 |
|
ENVESTNET ASSET MANAGEMENT INC |
329 |
- |
2024-03-31 |
1,276,392 |
$146,606,000 |
1,136,902 |
|
MORGAN STANLEY |
1255 |
- |
2024-03-31 |
805,561 |
$92,527,000 |
17,784 |
|
WELLS FARGO & CO/MN |
711 |
- |
2024-03-31 |
436,059 |
$50,086,000 |
51,117 |
|
AMERIPRISE FINANCIAL INC |
868 |
- |
2024-03-31 |
379,062 |
$43,410,000 |
136,703 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
243 |
- |
2024-03-31 |
313,523 |
$36,012,000 |
614 |
|
BANK OF AMERICA CORP /DE/ |
1581 |
- |
2024-03-31 |
278,817 |
$32,025,000 |
7,204 |
|
STIFEL FINANCIAL CORP |
474 |
- |
2024-03-31 |
216,281 |
$24,847,000 |
14,362 |
|
Advisor Group Holdings Inc. |
359 |
- |
2024-03-31 |
199,563 |
$22,931,000 |
40,798 |
|
Foundations Investment Advisors LLC |
49 |
- |
2024-03-31 |
160,256 |
$18,407,000 |
18,464 |
|
RAYMOND JAMES & ASSOCIATES |
914 |
- |
2024-03-31 |
132,630 |
$15,234,000 |
6,889 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
332 |
- |
2024-03-31 |
130,503 |
$14,990,000 |
19,165 |
|
MML INVESTORS SERVICES LLC |
317 |
- |
2024-03-31 |
122,864 |
$14,112,000 |
39,832 |
|
Aspire Wealth Management Corp |
1 |
- |
2024-03-31 |
100,919 |
$11,592,000 |
277 |
|
FINANCIAL NETWORK |
344 |
- |
2024-03-31 |
99,742 |
$11,456,000 |
25,360 |
|
CITIGROUP INC |
864 |
- |
2024-03-31 |
91,464 |
$10,506,000 |
7,490 |
|
UBS Group AG |
1607 |
- |
2024-03-31 |
87,007 |
$9,994,000 |
8,033 |
|
PRINCIPAL SECURITIES INC. |
73 |
- |
2024-03-31 |
77,487 |
$8,900,000 |
52,677 |
|
Financial Advocates Investment Management |
65 |
- |
2024-03-31 |
61,258 |
$6,290,000 |
16,998 |
|
H D Vest Advisory Services |
281 |
- |
2024-03-31 |
49,977 |
$5,740,000 |
13,607 |
|
PROVISE MANAGEMENT GROUP LLC |
66 |
- |
2024-03-31 |
47,131 |
$5,413,000 |
1,931 |
|
Kestra Advisory Services LLC |
536 |
- |
2024-03-31 |
42,078 |
$4,833,000 |
8,740 |
|
CWM LLC |
432 |
- |
2024-03-31 |
40,121 |
$4,608,000 |
17,711 |
|
Goss Wealth Management LLC |
424 |
- |
2024-03-31 |
37,780 |
$4,339,000 |
4,656 |
|
Ullmann Financial Group Inc. |
23 |
- |
2024-03-31 |
37,233 |
$4,277,000 |
12 |
|
Cetera Investment Advisers |
377 |
- |
2024-03-31 |
37,223 |
$4,275,000 |
21,286 |
|
Fifth Third Securities Inc. |
67 |
- |
2024-03-31 |
34,960 |
$4,016,000 |
4,944 |
|
Ameritas Advisory Services LLC |
123 |
- |
2024-03-31 |
34,933 |
$4,008,000 |
6,445 |
|
Equitable Holdings Inc. |
306 |
- |
2024-03-31 |
31,708 |
$3,642,000 |
5,530 |
|
Atria Wealth Solutions Inc. |
447 |
- |
2024-03-31 |
30,228 |
$3,472,000 |
17,178 |
|
JANE STREET GROUP LLC |
1824 |
- |
2024-03-31 |
24,870 |
$2,857,000 |
24,870 |
|
LOWERY THOMAS LLC |
17 |
- |
2024-03-31 |
24,575 |
$2,823,000 |
4,167 |
|
PRUDENTIAL FINANCIAL INC |
1274 |
- |
2024-03-31 |
23,082 |
$2,651,000 |
15,643 |
|
J.W. COLE ADVISORS INC. |
186 |
- |
2024-03-31 |
20,191 |
$2,319,000 |
1,765 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
343 |
- |
2024-03-31 |
19,160 |
$2,201,000 |
308 |
|
TITLEIST ASSET MANAGEMENT LTD. |
51 |
- |
2022-12-31 |
26,141 |
$1,968,000 |
3,379 |
|
NWAM LLC |
147 |
- |
2024-03-31 |
14,849 |
$1,696,000 |
5,395 |
|
Accel Wealth Management |
44 |
- |
2024-03-31 |
12,646 |
$1,452,000 |
1,482 |
|
Fulcrum Equity Management |
12 |
- |
2024-03-31 |
12,161 |
$1,397,000 |
12,161 |
|
New Millennium Group LLC |
29 |
- |
2024-03-31 |
11,850 |
$1,361,000 |
165 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1649 |
- |
2024-03-31 |
11,553 |
$1,327,000 |
1,203 |
|
PSI Advisors LLC |
40 |
- |
2024-03-31 |
11,514 |
$1,323,000 |
308 |
|
PARK AVENUE SECURITIES LLC |
538 |
- |
2024-03-31 |
11,485 |
$1,319,000 |
7,579 |
|
Savvy Advisors Inc. |
29 |
- |
2024-03-31 |
11,247 |
$1,292,000 |
2,947 |
|
Certified Advisory Corp |
117 |
- |
2024-03-31 |
10,562 |
$1,213,000 |
853 |
|
Western Wealth Management LLC |
206 |
- |
2024-03-31 |
10,210 |
$1,173,000 |
33 |
|
BROWN ADVISORY HOLDINGS INC |
812 |
- |
2024-03-31 |
7,591 |
$872,000 |
16 |
|
Sigma Planning Corp |
539 |
- |
2024-03-31 |
7,493 |
$861,000 |
7,493 |
|
Commonwealth Financial Services LLC |
65 |
- |
2024-03-31 |
9,549 |
$858,000 |
470 |
|
JANNEY MONTGOMERY SCOTT LLC |
1598 |
- |
2024-03-31 |
7,416 |
$852,000 |
2,089 |
|
TFB Advisors LLC |
74 |
- |
2024-03-31 |
7,722 |
$840,000 |
233 |
|
Ausdal Financial Partners Inc. |
194 |
- |
2024-03-31 |
7,235 |
$831,000 |
3,215 |
|
OPPENHEIMER & CO INC |
821 |
- |
2024-03-31 |
6,966 |
$800,000 |
2,973 |
|
ACT WEALTH MANAGEMENT LLC |
16 |
- |
2024-03-31 |
6,736 |
$774,000 |
6 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1106 |
- |
2023-09-30 |
8,721 |
$702,000 |
10 |
|
Geneos Wealth Management Inc. |
455 |
- |
2024-03-31 |
5,098 |
$586,000 |
3,181 |
|
PROSPERA FINANCIAL SERVICES |
621 |
- |
2023-12-31 |
6,233 |
$560,000 |
332 |
|
PFG Advisors |
384 |
- |
2024-03-31 |
4,495 |
$516,000 |
114 |
|
EPG Wealth Management LLC |
168 |
- |
2024-03-31 |
4,346 |
$499,000 |
4 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1281 |
- |
2024-03-31 |
4,323 |
$496,000 |
1,068 |
|
Spire Wealth Management |
519 |
- |
2024-03-31 |
4,242 |
$487,000 |
886 |
|
IAMS WEALTH MANAGEMENT LLC |
89 |
- |
2024-03-31 |
3,673 |
$387,000 |
3,673 |
|
Continuum Advisory LLC |
269 |
- |
2024-03-31 |
3,097 |
$357,000 |
281 |
|
FMR LLC |
2692 |
- |
2024-03-31 |
2,850 |
$327,000 |
1,286 |
|
Advisor Resource Council |
179 |
- |
2024-03-31 |
3,062 |
$275,000 |
3,062 |
|
IFP Advisors Inc |
797 |
- |
2023-12-31 |
3,056 |
$274,000 |
2,742 |
|
PNC FINANCIAL SERVICES GROUP INC |
2033 |
- |
2024-03-31 |
2,115 |
$243,000 |
124 |
|
ADVISORY SERVICES NETWORK, LLC |
1266 |
- |
2024-03-31 |
2,010 |
$231,000 |
1,315 |
|
US BANCORP |
1948 |
- |
2024-03-31 |
1,908 |
$219,000 |
1,601 |
|
Coastal Investment Advisors Inc. |
492 |
- |
2024-03-31 |
741 |
$85,000 |
741 |
|
Global Retirement Partners LLC |
1262 |
- |
2024-03-31 |
565 |
$65,000 |
378 |
|
PROEQUITIES INC. |
1630 |
- |
2024-03-31 |
113 |
$13,000 |
28 |
|
Pinnacle Bank |
690 |
- |
2024-03-31 |
69 |
$8,000 |
16 |
|
Penserra Capital Management LLC |
952 |
- |
2024-03-31 |
68 |
$7,000 |
68 |
|
|
74 Records found
|
1
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