|
Institutional
Holders
Total
Institutions:
|
254 2 |
|
Total
shares held :
|
73,889,680 |
|
% of shares
held :
|
74.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
4,013,746 |
|
% of shares
held change :
|
4.04% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$20.73 |
|
Last
Quarter's Ending
Price :
|
$24.18 |
|
Last
Quarter's Average
Price :
|
$21.87 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.93 (4.25%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
M&T BANK CORP |
52 |
- |
2024-03-31 |
5,194,744 |
$123,011,000 |
71,333 |
|
VALMARK ADVISERS INC |
14 |
- |
2024-03-31 |
5,155,831 |
$122,090,000 |
231,636 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
100 |
- |
2024-03-31 |
4,179,300 |
$98,966,000 |
2,773,883 |
|
BANK OF MONTREAL /CAN/ |
352 |
- |
2024-03-31 |
2,733,759 |
$64,790,000 |
19,682 |
|
LPL FINANCIAL CORP |
676 |
- |
2024-03-31 |
1,497,443 |
$35,459,000 |
99,730 |
|
HIGHTOWER ADVISORS, LLC |
328 |
- |
2024-03-31 |
1,491,312 |
$35,303,000 |
82,050 |
|
Heritage Investment Group Inc. |
6 |
- |
2024-03-31 |
1,427,235 |
$33,797,000 |
43,479 |
|
BANK OF AMERICA CORP /DE/ |
1624 |
- |
2024-03-31 |
1,279,420 |
$30,297,000 |
204,736 |
|
NEPC LLC |
22 |
- |
2024-03-31 |
1,149,567 |
$27,222,000 |
376,424 |
|
PDS Planning Inc |
10 |
- |
2024-03-31 |
1,138,555 |
$26,961,000 |
43,459 |
|
ENVESTNET ASSET MANAGEMENT INC |
1098 |
- |
2024-03-31 |
859,200 |
$20,346,000 |
194,407 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
341 |
- |
2024-03-31 |
767,016 |
$18,163,000 |
371,334 |
|
ROYAL BANK OF CANADA |
1207 |
- |
2024-03-31 |
727,172 |
$17,220,000 |
33,770 |
|
Klaas Financial Asset Advisors LLC |
10 |
- |
2024-03-31 |
673,111 |
$15,939,000 |
9,111 |
|
MANUFACTURERES LIFE INSURANCE CO |
686 |
- |
2024-03-31 |
660,831 |
$15,648,000 |
28,008 |
|
Diversified Portfolios Inc. |
12 |
- |
2024-03-31 |
652,063 |
$15,441,000 |
37,413 |
|
Boston Standard Wealth Management LLC |
11 |
- |
2024-03-31 |
533,991 |
$12,645,000 |
42,788 |
|
DIAM CO. LTD |
373 |
- |
2024-03-31 |
511,000 |
$12,100,000 |
41,000 |
|
Quent Capital LLC |
16 |
- |
2024-03-31 |
497,390 |
$11,778,000 |
8,956 |
|
ING INVESTMENT MANAGEMENT LLC |
580 |
- |
2024-03-31 |
488,488 |
$11,567,000 |
221,410 |
|
VIEWPOINT INVESTMENT PARTNERS CORP |
4 |
- |
2024-03-31 |
453,300 |
$10,734,000 |
167,300 |
|
Brandywine Oak Private Wealth LLC |
19 |
- |
2024-03-31 |
444,346 |
$10,522,000 |
11,496 |
|
COOPER/HAIMS ADVISORS LLC |
5 |
- |
2024-03-31 |
441,246 |
$10,449,000 |
44,901 |
|
ERn Financial LLC |
16 |
- |
2024-03-31 |
397,624 |
$9,416,000 |
55,571 |
|
Leading Edge Financial Planning LLC |
9 |
- |
2024-03-31 |
354,576 |
$8,396,000 |
68,313 |
|
Morton Brown Family Wealth LLC |
10 |
- |
2024-03-31 |
348,957 |
$8,263,000 |
15,856 |
|
Cetera Investment Advisers |
761 |
- |
2024-03-31 |
335,469 |
$7,944,000 |
310,072 |
|
BAILARD BIEHL & KAISER INC |
109 |
- |
2024-03-31 |
299,710 |
$7,097,000 |
6,633 |
|
FINANCIAL NETWORK |
494 |
- |
2024-03-31 |
292,867 |
$6,935,000 |
88,665 |
|
Waterford Advisors LLC |
13 |
- |
2024-03-31 |
253,009 |
$5,991,000 |
13,022 |
|
Money Design Co.Ltd. |
51 |
- |
2024-03-31 |
210,304 |
$4,980,000 |
71,141 |
|
Kooman & Associates |
10 |
- |
2024-03-31 |
207,021 |
$4,902,000 |
6,707 |
|
NAPLES GLOBAL ADVISORS LLC |
62 |
- |
2024-03-31 |
201,114 |
$4,762,000 |
9,703 |
|
BNP PARIBAS ARBITRAGE SA |
994 |
- |
2024-03-31 |
200,839 |
$4,756,000 |
100,001 |
|
Sontag Advisory LLC |
117 |
- |
2024-03-31 |
193,962 |
$4,593,000 |
2,378 |
|
GP Brinson Investments LLC |
9 |
- |
2024-03-31 |
186,339 |
$4,413,000 |
29,546 |
|
RFP Financial Group LLC |
12 |
- |
2024-03-31 |
166,014 |
$3,931,000 |
5,247 |
|
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS R |
462 |
- |
2024-03-31 |
164,515 |
$3,896,000 |
77,500 |
|
Brooklyn FI LLC |
22 |
- |
2024-03-31 |
144,668 |
$3,426,000 |
33,214 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1459 |
- |
2024-03-31 |
117,138 |
$2,774,000 |
13,733 |
|
Arete Wealth Advisors LLC |
95 |
- |
2024-03-31 |
112,122 |
$2,655,000 |
2,094 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
148 |
- |
2024-03-31 |
103,076 |
$2,441,000 |
3,939 |
|
Callan Family Office LLC |
30 |
- |
2024-03-31 |
102,310 |
$2,423,000 |
20,235 |
|
North Ridge Wealth Advisors Inc. |
14 |
- |
2024-03-31 |
92,589 |
$2,193,000 |
587 |
|
MACQUARIE GROUP LTD |
1165 |
- |
2024-03-31 |
88,657 |
$2,099,000 |
43,709 |
|
CITADEL ADVISORS LLC |
2502 |
- |
2024-03-31 |
75,343 |
$1,784,000 |
64,837 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1878 |
- |
2024-03-31 |
70,151 |
$1,661,000 |
11,019 |
|
Emerald Advisors LLC |
20 |
- |
2024-03-31 |
62,771 |
$1,486,000 |
16,026 |
|
Traveka Wealth LLC |
32 |
- |
2024-03-31 |
60,857 |
$1,441,000 |
5,492 |
|
TPG Financial Advisors LLC |
27 |
- |
2023-12-31 |
59,762 |
$1,440,000 |
59,762 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
365 |
- |
2024-03-31 |
58,704 |
$1,390,000 |
1,272 |
|
Wealth Alliance |
123 |
- |
2024-03-31 |
55,884 |
$1,323,000 |
42,532 |
|
LAKE STREET ADVISORS GROUP LLC |
208 |
- |
2024-03-31 |
48,305 |
$1,144,000 |
48,305 |
|
MARINER WEALTH ADVISORS, LLC |
1443 |
- |
2024-03-31 |
45,959 |
$1,088,000 |
32,237 |
|
J P MORGAN CHASE & CO |
3341 |
- |
2024-03-31 |
44,305 |
$1,049,000 |
21,089 |
|
RATHBONE BROTHERS PLC |
321 |
- |
2024-03-31 |
44,217 |
$1,047,000 |
2,881 |
|
MidWestOne Financial Group Inc. |
143 |
- |
2024-03-31 |
43,318 |
$1,026,000 |
9,397 |
|
CAPITAL PERFORMANCE ADVISORS LLP |
31 |
- |
2024-03-31 |
43,079 |
$1,020,000 |
2,185 |
|
Cardinal Point Wealth Management Partners LLC |
35 |
- |
2023-03-31 |
36,625 |
$840,000 |
750 |
|
COMERICA BANK |
1647 |
- |
2024-03-31 |
34,111 |
$808,000 |
9,329 |
|
FIRST NATIONAL BANK OF OMAHA |
224 |
- |
2024-03-31 |
33,065 |
$783,000 |
793 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
379 |
- |
2024-03-31 |
32,859 |
$778,000 |
5,156 |
|
Capital Analysts Inc. |
281 |
- |
2024-03-31 |
30,674 |
$726,000 |
1,597 |
|
Ameritas Advisory Services LLC |
463 |
- |
2024-03-31 |
30,313 |
$717,000 |
18,745 |
|
Harbor Group Inc. |
39 |
- |
2024-03-31 |
29,682 |
$703,000 |
2,019 |
|
180 WEALTH ADVISORS LLC |
163 |
- |
2024-03-31 |
29,092 |
$689,000 |
712 |
|
Cresset Asset Management LLC |
1162 |
- |
2024-03-31 |
28,897 |
$684,000 |
15,239 |
|
First National Advisers LLC |
132 |
- |
2024-03-31 |
28,800 |
$682,000 |
3,000 |
|
Gryphon Financial Partners LLC |
129 |
- |
2024-03-31 |
26,624 |
$630,000 |
1,382 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1795 |
- |
2024-03-31 |
105,181 |
$626,000 |
54,093 |
|
AIRE ADVISORS LLC |
88 |
- |
2024-03-31 |
24,644 |
$584,000 |
1,053 |
|
JONES FINANCIAL COMPANIES LLLP |
317 |
- |
2024-03-31 |
24,349 |
$577,000 |
5,088 |
|
MISSION WEALTH MANAGEMENT LLC |
406 |
- |
2024-03-31 |
21,705 |
$514,000 |
4,627 |
|
Chicago Partners Investment Group LLC |
438 |
- |
2024-03-31 |
22,734 |
$509,000 |
62 |
|
McLean Asset Management Corp |
72 |
- |
2024-03-31 |
20,922 |
$493,000 |
9,616 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2285 |
- |
2024-03-31 |
20,569 |
$487,000 |
2,592 |
|
MULTIFINANCIAL SECURITIES CORP |
1617 |
- |
2024-03-31 |
20,573 |
$487,000 |
2,890 |
|
Abel Hall LLC |
43 |
- |
2024-03-31 |
20,418 |
$484,000 |
60 |
|
CLS INVESTMENT FIRM LLC |
1002 |
- |
2022-12-31 |
20,833 |
$473,000 |
515 |
|
Personal Capital Advisors Corp |
319 |
- |
2022-12-31 |
20,000 |
$454,000 |
20,000 |
|
Seaside Wealth Management Inc. |
32 |
- |
2024-03-31 |
18,981 |
$449,000 |
5 |
|
Comprehensive Wealth Management LLC |
26 |
- |
2024-03-31 |
18,823 |
$446,000 |
2,061 |
|
DGS Capital Management LLC |
164 |
- |
2024-03-31 |
16,520 |
$391,000 |
1,987 |
|
Kingsview Wealth Management LLC |
741 |
- |
2024-03-31 |
15,636 |
$370,000 |
83 |
|
Forefront Analytics LLC |
50 |
- |
2024-03-31 |
15,254 |
$361,000 |
85 |
|
CWM LLC |
1253 |
- |
2024-03-31 |
14,821 |
$351,000 |
11,360 |
|
First Ascent Asset Management LLC |
50 |
- |
2023-12-31 |
12,557 |
$304,000 |
581 |
|
Aptus Capital Advisors LLC |
615 |
- |
2024-03-31 |
12,679 |
$300,000 |
2,364 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
211 |
- |
2024-03-31 |
12,550 |
$297,000 |
2,235 |
|
Financial Advocates Investment Management |
604 |
- |
2024-03-31 |
12,105 |
$287,000 |
12,105 |
|
Global Retirement Partners LLC |
673 |
- |
2024-03-31 |
11,824 |
$280,000 |
47 |
|
Private Ocean LLC |
131 |
- |
2024-03-31 |
9,786 |
$232,000 |
795 |
|
Cedar Brook Financial Partners LLC |
394 |
- |
2024-03-31 |
9,356 |
$222,000 |
53 |
|
UMB BANK N A/MO |
622 |
- |
2024-03-31 |
6,387 |
$151,000 |
3,927 |
|
ZRC WEALTH MANAGEMENT LLC |
183 |
- |
2024-03-31 |
3,332 |
$79,000 |
93 |
|
AdvisorNet Financial Inc |
701 |
- |
2024-03-31 |
3,162 |
$75,000 |
323 |
|
FMR LLC |
3280 |
- |
2024-03-31 |
2,822 |
$67,000 |
2,545 |
|
ELEVATE WEALTH ADVISORY INC |
77 |
- |
2024-03-31 |
2,707 |
$64,000 |
8 |
|
PRINCIPAL SECURITIES INC. |
1455 |
- |
2024-03-31 |
2,639 |
$62,000 |
728 |
|
Parallel Advisors LLC |
1418 |
- |
2024-03-31 |
2,451 |
$58,000 |
1,669 |
|
|
100 Records found
|
1
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