|
Institutional
Holders
Total
Institutions:
|
502 5 |
|
Total
shares held :
|
28,444,556 |
|
% of shares
held :
|
71.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-16 |
|
Amount
of shares held :
|
-1,140,767 |
|
% of shares
held change :
|
-2.87% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$71.38 |
|
Last
Quarter's Ending
Price :
|
$83.31 |
|
Last
Quarter's Average
Price :
|
$73.95 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.05 (8.18%) |
|
|
|
|
|
|
|
|
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/ |
604 |
- |
2024-03-31 |
2,490,267 |
$206,617,000 |
825,628 |
|
HPM Partners LLC |
123 |
- |
2024-03-31 |
840,141 |
$69,706,000 |
75,910 |
|
GOELZER INVESTMENT MANAGEMENT, INC. |
5 |
- |
2024-03-31 |
812,795 |
$67,438,000 |
9,316 |
|
Redwood Investment Management LLC |
4 |
- |
2024-03-31 |
499,779 |
$41,469,000 |
79,803 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
283 |
- |
2024-03-31 |
476,553 |
$39,540,000 |
20,147 |
|
ARGI INVESTMENT SERVICES, LLC |
23 |
- |
2022-12-31 |
449,018 |
$33,326,000 |
21,028 |
|
TOWNSQUARE CAPITAL LLC |
47 |
- |
2024-03-31 |
401,166 |
$33,285,000 |
25,972 |
|
Equitable Holdings Inc. |
61 |
- |
2024-03-31 |
375,689 |
$31,171,000 |
9,780 |
|
WELLS FARGO & CO/MN |
917 |
- |
2024-03-31 |
363,494 |
$30,159,000 |
17,338 |
|
Trilogy Capital Inc. |
18 |
- |
2024-03-31 |
331,429 |
$27,499,000 |
17,097 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
12 |
- |
2024-03-31 |
331,313 |
$27,481,000 |
26,395 |
|
Rodgers & Associates LTD |
11 |
- |
2024-03-31 |
292,813 |
$24,295,000 |
3,970 |
|
GOLDMAN SACHS GROUP INC/ |
1425 |
- |
2024-03-31 |
285,325 |
$23,673,000 |
177,514 |
|
Dean Jacobson Financial Services LLC |
2 |
- |
2024-03-31 |
285,086 |
$23,654,000 |
824 |
|
MORGAN STANLEY |
2507 |
- |
2024-03-31 |
283,752 |
$23,543,000 |
7,262 |
|
ERTS Wealth Advisors LLC |
10 |
- |
2024-03-31 |
240,957 |
$19,992,000 |
5,449 |
|
Advisor Group Holdings Inc. |
404 |
- |
2024-03-31 |
239,539 |
$19,877,000 |
67,191 |
|
Brandywine Oak Private Wealth LLC |
12 |
- |
2024-03-31 |
233,493 |
$19,373,000 |
6,895 |
|
BB&T CORP |
440 |
- |
2024-03-31 |
223,613 |
$18,553,000 |
361 |
|
FINANCIAL ADVISORY GROUP |
9 |
- |
2024-03-31 |
219,943 |
$18,249,000 |
13,378 |
|
Financial Enhancement Group LLC |
6 |
- |
2024-03-31 |
230,899 |
$17,927,000 |
8,316 |
|
Financial Advisory Service Inc. |
14 |
- |
2024-03-31 |
196,436 |
$16,298,000 |
382 |
|
Michael S. Ryan Inc. |
2 |
- |
2024-03-31 |
178,668 |
$14,824,000 |
21,719 |
|
Lutz Financial Services LLC |
24 |
- |
2024-03-31 |
171,514 |
$14,230,000 |
1,779 |
|
TIAA FSB |
138 |
- |
2023-06-30 |
183,471 |
$14,162,000 |
13,614 |
|
BerganKDV Wealth Management LLC |
16 |
- |
2023-06-30 |
180,920 |
$13,965,000 |
2,250 |
|
Rockbridge Investment Management LCC |
14 |
- |
2024-03-31 |
165,564 |
$13,737,000 |
10,152 |
|
GHP INVESTMENT ADVISORS INC |
36 |
- |
2024-03-31 |
163,739 |
$13,585,000 |
2,372 |
|
SAGE FINANCIAL GROUP INC |
14 |
- |
2024-03-31 |
161,999 |
$13,441,000 |
4,115 |
|
Capasso Planning Partners LLC |
4 |
- |
2024-03-31 |
149,178 |
$12,377,000 |
7,298 |
|
Key Financial Inc |
5 |
- |
2024-03-31 |
145,393 |
$12,063,000 |
7,188 |
|
TIAA TRUST NATIONAL ASSOCIATION |
174 |
- |
2024-03-31 |
134,858 |
$11,189,000 |
7,488 |
|
Resonant Capital Advisors LLC |
28 |
- |
2024-03-31 |
129,739 |
$10,764,000 |
8,013 |
|
HIGHTOWER ADVISORS, LLC |
671 |
- |
2024-03-31 |
127,453 |
$10,570,000 |
1,596 |
|
Optimist Retirement Group LLC |
5 |
- |
2024-03-31 |
124,823 |
$10,357,000 |
9,274 |
|
TRIANGLE SECURITIES WEALTH MANAGEMENT |
4 |
- |
2024-03-31 |
123,942 |
$10,283,000 |
726 |
|
Tradewinds Capital Management LLC |
13 |
- |
2024-03-31 |
121,202 |
$10,056,000 |
120,042 |
|
Retirement Group LLC |
6 |
- |
2024-03-31 |
116,577 |
$9,672,000 |
666 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
41 |
- |
2024-03-31 |
112,601 |
$9,343,000 |
11,834 |
|
Buckingham Strategic Partners |
50 |
- |
2024-03-31 |
109,063 |
$9,049,000 |
93,321 |
|
PERRITT CAPITAL MANAGEMENT INC |
3 |
- |
2024-03-31 |
107,327 |
$8,905,000 |
1,950 |
|
Perennial Investment Advisors LLC |
16 |
- |
2024-03-31 |
103,459 |
$8,584,000 |
12,241 |
|
BIP Wealth LLC |
27 |
- |
2024-03-31 |
99,796 |
$8,280,000 |
2,496 |
|
Baird Financial Group Inc. |
527 |
- |
2024-03-31 |
98,311 |
$8,157,000 |
8,848 |
|
N.E.W. Advisory Services LLC |
22 |
- |
2024-03-31 |
97,025 |
$8,050,000 |
229 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
533 |
- |
2024-03-31 |
96,042 |
$7,969,000 |
4,336 |
|
Geneos Wealth Management Inc. |
66 |
- |
2024-03-31 |
90,835 |
$7,537,000 |
4,591 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
13 |
- |
2024-03-31 |
89,056 |
$7,389,000 |
1,069 |
|
BALANCED WEALTH GROUP LLC |
9 |
- |
2024-03-31 |
300,609 |
$7,385,000 |
271,557 |
|
CarsonAllaria Wealth Management Ltd. |
5 |
- |
2024-03-31 |
85,921 |
$7,129,000 |
9,002 |
|
Probity Advisors Inc. |
15 |
- |
2024-03-31 |
79,247 |
$6,575,000 |
3,932 |
|
NWAM LLC |
37 |
- |
2024-03-31 |
77,474 |
$6,414,000 |
3,374 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1034 |
- |
2024-03-31 |
72,290 |
$5,998,000 |
5,241 |
|
LPWM LLC |
9 |
- |
2024-03-31 |
74,486 |
$5,857,000 |
701 |
|
Kades & Cheifetz LLC |
7 |
- |
2024-03-31 |
64,349 |
$5,339,000 |
189 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
139 |
- |
2024-03-31 |
63,003 |
$5,227,000 |
58,464 |
|
Cetera Investment Advisers |
980 |
- |
2024-03-31 |
60,576 |
$5,026,000 |
35,104 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
59,724 |
$4,976,000 |
38 |
|
PALISADES HUDSON ASSET MANAGEMENT L.P. |
11 |
- |
2024-03-31 |
59,288 |
$4,919,000 |
145 |
|
Fragasso Group Inc. |
44 |
- |
2024-03-31 |
57,124 |
$4,740,000 |
664 |
|
Facet Wealth Inc. |
41 |
- |
2024-03-31 |
58,265 |
$4,691,000 |
92 |
|
Provident Wealth Management LLC |
15 |
- |
2024-03-31 |
56,440 |
$4,683,000 |
720 |
|
WALLER FINANCIAL PLANNING GROUP INC |
22 |
- |
2024-03-31 |
53,716 |
$4,457,000 |
2,532 |
|
INTERACTIVE FINANCIAL ADVISORS |
11 |
- |
2024-03-31 |
53,032 |
$4,400,000 |
39,570 |
|
Marietta Wealth Management LLC |
67 |
- |
2024-03-31 |
52,354 |
$4,344,000 |
544 |
|
Clarus Wealth Advisors |
14 |
- |
2024-03-31 |
51,080 |
$4,016,000 |
758 |
|
TWO SIGMA INVESTMENTS LLC |
1013 |
- |
2024-03-31 |
47,580 |
$3,948,000 |
18,300 |
|
Annapolis Financial Services LLC |
26 |
- |
2024-03-31 |
47,573 |
$3,947,000 |
17 |
|
Private Advisor Group LLC |
547 |
- |
2024-03-31 |
47,104 |
$3,908,000 |
1,556 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1174 |
- |
2024-03-31 |
46,187 |
$3,832,000 |
9,928 |
|
Prestige Wealth Management Group LLC |
28 |
- |
2024-03-31 |
44,901 |
$3,725,000 |
8,442 |
|
New England Capital Financial Advisors LLC |
10 |
- |
2024-03-31 |
43,950 |
$3,647,000 |
4,003 |
|
TAGStone Capital Inc. |
14 |
- |
2024-03-31 |
43,283 |
$3,591,000 |
1,753 |
|
Ameritas Advisory Services LLC |
142 |
- |
2024-03-31 |
42,925 |
$3,518,000 |
9,881 |
|
Tortoise Investment Management LLC |
64 |
- |
2024-03-31 |
40,211 |
$3,336,000 |
3,098 |
|
RFG Advisory Group LLC |
144 |
- |
2024-03-31 |
40,194 |
$3,335,000 |
3,791 |
|
Stratos Wealth Advisors LLC |
124 |
- |
2024-03-31 |
40,181 |
$3,334,000 |
1,587 |
|
Marotta Asset Management |
35 |
- |
2024-03-31 |
39,746 |
$3,298,000 |
54 |
|
Calton & Associates Inc. |
16 |
- |
2024-03-31 |
37,367 |
$3,100,000 |
405 |
|
Blue Barn Wealth LLC |
14 |
- |
2024-03-31 |
35,323 |
$2,931,000 |
650 |
|
Indie Asset Partners LLC |
4 |
- |
2024-03-31 |
33,229 |
$2,757,000 |
2,031 |
|
Good Life Advisors LLC |
83 |
- |
2024-03-31 |
31,958 |
$2,652,000 |
166 |
|
BAILARD BIEHL & KAISER INC |
200 |
- |
2024-03-31 |
31,766 |
$2,636,000 |
587 |
|
FINANCIAL NETWORK |
898 |
- |
2024-03-31 |
31,629 |
$2,624,000 |
2,470 |
|
Chicago Partners Investment Group LLC |
165 |
- |
2024-03-31 |
32,042 |
$2,542,000 |
1,202 |
|
Kingsview Wealth Management LLC |
290 |
- |
2024-03-31 |
29,864 |
$2,478,000 |
451 |
|
MY PURPOSEFUL WEALTH CORP. |
15 |
- |
2024-03-31 |
28,331 |
$2,351,000 |
3,138 |
|
Portside Wealth Group LLC |
67 |
- |
2024-03-31 |
27,655 |
$2,295,000 |
2,125 |
|
Anson Capital Inc. |
8 |
- |
2024-03-31 |
27,346 |
$2,269,000 |
2,474 |
|
ERn Financial LLC |
58 |
- |
2024-03-31 |
24,993 |
$2,074,000 |
222 |
|
GREAT VALLEY ADVISOR GROUP INC. |
276 |
- |
2024-03-31 |
24,115 |
$2,001,000 |
51 |
|
ALTFEST L J & CO INC |
61 |
- |
2024-03-31 |
23,744 |
$1,970,000 |
4,066 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
360 |
- |
2024-03-31 |
23,690 |
$1,966,000 |
1,374 |
|
Kestra Advisory Services LLC |
883 |
- |
2024-03-31 |
23,675 |
$1,964,000 |
1,725 |
|
Wealth Advisors of Tampa Bay LLC |
42 |
- |
2024-03-31 |
23,632 |
$1,961,000 |
2,763 |
|
Meredith Wealth Planning |
11 |
- |
2024-03-31 |
23,397 |
$1,941,000 |
141 |
|
Envestnet Portfolio Solutions Inc. |
652 |
- |
2024-03-31 |
22,698 |
$1,883,000 |
397 |
|
One Day In July LLC |
51 |
- |
2024-03-31 |
22,313 |
$1,851,000 |
18,028 |
|
Hamilton Capital Management Inc. |
24 |
- |
2024-03-31 |
18,970 |
$1,574,000 |
3,092 |
|
IHT Wealth Management LLC |
318 |
- |
2024-03-31 |
18,632 |
$1,546,000 |
5,167 |
|
|
100 Records found
|
1
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