|
Institutional
Holders
Total
Institutions:
|
796 13 |
|
Total
shares held :
|
108,591,786 |
|
% of shares
held :
|
85.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
17,298,930 |
|
% of shares
held change :
|
13.63% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$66.85 |
|
Last
Quarter's Ending
Price :
|
$75.32 |
|
Last
Quarter's Average
Price :
|
$68.73 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
11.12 (16.18%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
HIGHTOWER ADVISORS, LLC |
38 |
- |
2024-03-31 |
3,693,867 |
$300,803,000 |
58,352 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
10 |
- |
2023-12-31 |
1,995,865 |
$150,329,000 |
154,062 |
|
Prime Capital Investment Advisors LLC |
12 |
- |
2024-03-31 |
1,837,206 |
$149,604,000 |
118,428 |
|
Advisory Alpha LLC |
3 |
- |
2024-03-31 |
1,713,535 |
$139,540,000 |
183,375 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
69 |
- |
2024-03-31 |
1,707,898 |
$139,133,000 |
121,339 |
|
Fragasso Group Inc. |
3 |
- |
2024-03-31 |
960,390 |
$78,205,000 |
3,920 |
|
AMERIPRISE FINANCIAL INC |
650 |
- |
2024-03-31 |
915,839 |
$74,580,000 |
227,188 |
|
ENVESTNET ASSET MANAGEMENT INC |
576 |
- |
2024-03-31 |
782,553 |
$63,723,000 |
46,547 |
|
AJ WEALTH STRATEGIES LLC |
10 |
- |
2023-06-30 |
862,311 |
$61,250,000 |
27,813 |
|
MARINER WEALTH ADVISORS, LLC |
170 |
- |
2024-03-31 |
690,084 |
$56,194,000 |
11,351 |
|
Summit Financial Strategies Inc. |
4 |
- |
2024-03-31 |
617,408 |
$50,275,000 |
10,085 |
|
Beacon Pointe Advisors LLC |
37 |
- |
2024-03-31 |
601,654 |
$48,993,000 |
30,237 |
|
Kuntz Lesher Capital LLC |
5 |
- |
2024-03-31 |
590,402 |
$48,076,000 |
3,191 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
279 |
- |
2024-03-31 |
544,545 |
$44,342,000 |
103,386 |
|
DAVENPORT & CO LLC |
122 |
- |
2024-03-31 |
418,439 |
$34,074,000 |
26,503 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
14 |
- |
2024-03-31 |
403,274 |
$32,839,000 |
46,158 |
|
Moisand Fitzgerald Tamayo LLC |
7 |
- |
2024-03-31 |
377,757 |
$30,761,000 |
18,888 |
|
SUMMIT ASSET MANAGEMENT, LLC |
2 |
- |
2024-03-31 |
369,826 |
$30,115,000 |
15,250 |
|
BUCKINGHAM CAPITAL MANAGEMENT, INC. |
7 |
- |
2024-03-31 |
360,250 |
$29,335,000 |
56 |
|
MORGAN STANLEY |
2275 |
- |
2024-03-31 |
356,419 |
$29,023,000 |
17,387 |
|
BURNS WEALTH MANAGEMENT, INC. |
17 |
- |
2024-03-31 |
331,433 |
$26,989,000 |
28,012 |
|
Mokosak Advisory Group LLC |
4 |
- |
2024-03-31 |
324,417 |
$26,419,000 |
10,188 |
|
Elwood & Goetz Wealth Advisory Group LLC |
5 |
- |
2024-03-31 |
311,913 |
$25,399,000 |
6,866 |
|
MANCHESTER FINANCIAL INC |
6 |
- |
2024-03-31 |
299,023 |
$24,349,000 |
8,855 |
|
Campbell Wealth Management |
13 |
- |
2024-03-31 |
271,648 |
$22,120,000 |
10,670 |
|
SAGE FINANCIAL GROUP INC |
9 |
- |
2024-03-31 |
265,276 |
$21,601,000 |
3,439 |
|
FINANCIAL NETWORK |
206 |
- |
2024-03-31 |
259,488 |
$21,130,000 |
5,597 |
|
High Note Wealth LLC |
4 |
- |
2024-03-31 |
240,447 |
$19,580,000 |
80,455 |
|
IFP Advisors Inc |
14 |
- |
2023-12-31 |
257,070 |
$19,363,000 |
10,883 |
|
Northeast Financial Group Inc. |
2 |
- |
2024-03-31 |
233,997 |
$19,054,000 |
24,952 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
264 |
- |
2024-03-31 |
231,578 |
$18,857,000 |
8,808 |
|
CI Private Wealth LLC |
406 |
- |
2024-03-31 |
231,385 |
$18,842,000 |
310 |
|
Newton One Investments LLC |
4 |
- |
2024-03-31 |
231,078 |
$18,817,000 |
4,147 |
|
JONES FINANCIAL COMPANIES LLLP |
85 |
- |
2024-03-31 |
228,321 |
$18,592,000 |
11,578 |
|
BerganKDV Wealth Management LLC |
13 |
- |
2023-06-30 |
252,105 |
$17,907,000 |
715 |
|
MARSHALL FINANCIAL GROUP INC /ADV |
9 |
- |
2024-03-31 |
208,115 |
$16,947,000 |
354 |
|
Vista Private Wealth Partners. LLC |
2 |
- |
2024-03-31 |
210,405 |
$16,750,000 |
669 |
|
Simplicity WealthLLC |
43 |
- |
2024-03-31 |
205,317 |
$16,719,000 |
200,822 |
|
Koshinski Asset Management Inc. |
7 |
- |
2024-03-31 |
203,092 |
$16,538,000 |
189,107 |
|
J P MORGAN CHASE & CO |
1766 |
- |
2024-03-31 |
202,127 |
$16,459,000 |
4,659 |
|
Bleakley Financial Group LLC |
36 |
- |
2024-03-31 |
200,958 |
$16,364,000 |
3,941 |
|
BERKSHIRE ASSET MANAGEMENT INC/PA |
41 |
- |
2024-03-31 |
189,147 |
$15,402,000 |
20,202 |
|
Asset Advisors Investment Management LLC |
20 |
- |
2024-03-31 |
186,200 |
$15,162,000 |
194 |
|
Curbstone Financial Management Corp |
5 |
- |
2024-03-31 |
183,677 |
$14,957,000 |
700 |
|
Sawtooth Asset Management Inc. |
42 |
- |
2023-12-31 |
196,912 |
$14,831,000 |
9,533 |
|
Financial Advisory Service Inc. |
17 |
- |
2024-03-31 |
180,122 |
$14,667,000 |
1,971 |
|
RAYMOND JAMES & ASSOCIATES |
946 |
- |
2024-03-31 |
177,019 |
$14,415,000 |
203 |
|
GOLDMAN SACHS GROUP INC/ |
1783 |
- |
2024-03-31 |
175,158 |
$14,263,000 |
9,224 |
|
Chicago Partners Investment Group LLC |
39 |
- |
2024-03-31 |
179,860 |
$13,900,000 |
10,759 |
|
Essex LLC |
7 |
- |
2024-03-31 |
169,989 |
$13,842,000 |
12,358 |
|
JOHNSON INVESTMENT COUNSEL INC |
99 |
- |
2024-03-31 |
168,037 |
$13,683,000 |
8,831 |
|
Richardson Capital Management LLC |
4 |
- |
2024-03-31 |
166,660 |
$13,571,000 |
166,513 |
|
PITTENGER & ANDERSON INC |
54 |
- |
2024-03-31 |
166,147 |
$13,529,000 |
1,743 |
|
TRIANGLE SECURITIES WEALTH MANAGEMENT |
1 |
- |
2024-03-31 |
163,091 |
$13,280,000 |
2,091 |
|
Omega Financial Group LLC |
1 |
- |
2024-03-31 |
161,977 |
$13,190,000 |
114 |
|
VALLEY NATIONAL ADVISERS INC |
11 |
- |
2024-03-31 |
149,432 |
$12,167,000 |
5,357 |
|
Vantage Financial Partners LLC |
11 |
- |
2024-03-31 |
146,571 |
$11,935,000 |
2,671 |
|
Fifth Third Securities Inc. |
16 |
- |
2024-03-31 |
145,851 |
$11,877,000 |
1,011 |
|
St. Johns Investment Management Company LLC |
2 |
- |
2024-03-31 |
138,073 |
$11,243,000 |
5,617 |
|
COURAGE MILLER PARTNERS, LLC |
8 |
- |
2024-03-31 |
137,522 |
$11,198,000 |
1,921 |
|
Spinnaker Investment Group LLC |
9 |
- |
2024-03-31 |
136,283 |
$11,097,000 |
3,168 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
24 |
- |
2024-03-31 |
125,352 |
$10,207,000 |
234 |
|
TOWNSQUARE CAPITAL LLC |
138 |
- |
2024-03-31 |
121,929 |
$9,929,000 |
119,094 |
|
NORTH STAR ASSET MANAGEMENT INC |
71 |
- |
2024-03-31 |
121,817 |
$9,920,000 |
207 |
|
ARBOR TRUST WEALTH ADVISORS LLC |
1 |
- |
2024-03-31 |
125,364 |
$9,899,000 |
2,716 |
|
Fortis Capital Management LLC |
6 |
- |
2024-03-31 |
112,145 |
$9,132,000 |
2,110 |
|
HB Wealth Management LLC |
92 |
- |
2024-03-31 |
110,650 |
$9,010,000 |
2 |
|
Sightline Wealth Advisors LLC |
5 |
- |
2024-03-31 |
109,511 |
$8,917,000 |
1,407 |
|
Clear Creek Financial Management LLC |
15 |
- |
2024-03-31 |
109,322 |
$8,902,000 |
24,139 |
|
PRING TURNER CAPITAL GROUP INC |
1 |
- |
2024-03-31 |
107,907 |
$8,787,000 |
406 |
|
Strategic Family Wealth Counselors L.L.C. |
6 |
- |
2024-03-31 |
105,946 |
$8,627,000 |
5,544 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
50 |
- |
2024-03-31 |
104,744 |
$8,529,000 |
875 |
|
Berger Financial Group Inc |
32 |
- |
2024-03-31 |
101,394 |
$8,257,000 |
12,951 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
107 |
- |
2024-03-31 |
98,382 |
$8,011,000 |
588 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
27 |
- |
2024-03-31 |
98,114 |
$7,989,000 |
2,404 |
|
RE Dickinson Investment Advisors LLC |
7 |
- |
2024-03-31 |
98,022 |
$7,982,000 |
8,091 |
|
MONEY CONCEPTS CAPITAL CORP |
33 |
- |
2024-03-31 |
97,052 |
$7,903,000 |
2,248 |
|
HORIZON FINANCIAL SERVICES LLC |
6 |
- |
2024-03-31 |
97,029 |
$7,901,000 |
2,091 |
|
BB&T CORP |
710 |
- |
2024-03-31 |
96,245 |
$7,837,000 |
2,507 |
|
Cresset Asset Management LLC |
290 |
- |
2024-03-31 |
95,845 |
$7,805,000 |
4,438 |
|
Brand Asset Management Group Inc. |
11 |
- |
2024-03-31 |
93,789 |
$7,637,000 |
216 |
|
Visionary Wealth Advisors |
53 |
- |
2024-03-31 |
92,460 |
$7,529,000 |
88,010 |
|
FINANCIAL ARCHITECTS INC |
21 |
- |
2023-06-30 |
105,217 |
$7,474,000 |
1,358 |
|
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV |
7 |
- |
2024-03-31 |
91,468 |
$7,448,000 |
19,463 |
|
MCCORMACK ADVISORS INTERNATIONAL |
198 |
- |
2024-03-31 |
89,601 |
$7,296,000 |
89 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
242 |
- |
2024-03-31 |
87,413 |
$7,118,000 |
87,413 |
|
John W. Brooker & Co. CPAs |
6 |
- |
2024-03-31 |
86,307 |
$7,028,000 |
558 |
|
Sunbelt Securities Inc. |
26 |
- |
2024-03-31 |
83,611 |
$6,808,000 |
6,930 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
8 |
- |
2024-03-31 |
82,562 |
$6,723,000 |
4,336 |
|
Schneider Downs Wealth Management Advisors LP |
18 |
- |
2024-03-31 |
82,431 |
$6,712,000 |
1,353 |
|
Hartland & Co. LLC |
61 |
- |
2024-03-31 |
83,696 |
$6,677,000 |
6,744 |
|
Main Street Financial Solutions LLC |
30 |
- |
2024-03-31 |
80,158 |
$6,527,000 |
3,846 |
|
PPS&V ASSET MANAGEMENT CONSULTANTS INC. |
7 |
- |
2024-03-31 |
77,726 |
$6,329,000 |
1,284 |
|
Colorado Capital Management Inc. |
7 |
- |
2024-03-31 |
77,530 |
$6,313,000 |
166 |
|
LexAurum Advisors LLC |
14 |
- |
2024-03-31 |
77,453 |
$6,307,000 |
330 |
|
HOYLECOHEN LLC |
57 |
- |
2024-03-31 |
77,359 |
$6,299,000 |
9,961 |
|
Financial Synergies Wealth Advisors Inc. |
19 |
- |
2024-03-31 |
74,566 |
$6,072,000 |
4,617 |
|
LINCOLN NATIONAL CORP |
129 |
- |
2024-03-31 |
72,314 |
$5,889,000 |
14,012 |
|
Broadleaf Partners LLC |
30 |
- |
2024-03-31 |
71,277 |
$5,804,000 |
1,442 |
|
Envestnet Portfolio Solutions Inc. |
348 |
- |
2024-03-31 |
69,449 |
$5,655,000 |
12,707 |
|
|
100 Records found
|
1
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