|
Institutional
Holders
Total
Institutions:
|
464 16 |
|
Total
shares held :
|
26,512,592 |
|
% of shares
held :
|
14.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
98 |
|
Amount
of shares held :
|
1,945,131 |
|
% of shares
held change :
|
1.1% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.47 |
|
Last
Quarter's Ending
Price :
|
$100.81 |
|
Last
Quarter's Average
Price :
|
$95.65 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.82 (7.13%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
212 |
- |
2024-03-31 |
2,418,227 |
$243,781,000 |
-19,935 |
|
J P MORGAN CHASE & CO |
667 |
- |
2024-03-31 |
1,631,136 |
$164,435,000 |
-43,642 |
|
BANK OF AMERICA CORP /DE/ |
712 |
- |
2024-03-31 |
1,566,089 |
$157,877,000 |
-304,024 |
|
AMERIPRISE FINANCIAL INC |
526 |
- |
2024-03-31 |
1,005,918 |
$101,516,000 |
-45,138 |
|
BANK OF NEW YORK MELLON CORP |
675 |
- |
2024-03-31 |
957,906 |
$96,566,000 |
-255,126 |
|
Envestnet Portfolio Solutions Inc. |
55 |
- |
2024-03-31 |
702,754 |
$70,845,000 |
-49,797 |
|
Betterment LLC |
47 |
- |
2024-03-31 |
489,953 |
$49,392,000 |
-24,172 |
|
SEI INVESTMENTS CO |
439 |
- |
2024-03-31 |
309,155 |
$31,166,000 |
-60,428 |
|
HPM Partners LLC |
247 |
- |
2024-03-31 |
262,912 |
$26,504,000 |
-7,880 |
|
WELLS FARGO & CO/MN |
980 |
- |
2024-03-31 |
257,314 |
$25,940,000 |
-81,151 |
|
Advisor Group Holdings Inc. |
381 |
- |
2024-03-31 |
211,114 |
$21,285,000 |
-167,854 |
|
BB&T CORP |
397 |
- |
2024-03-31 |
208,754 |
$21,044,000 |
-9,994 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
274 |
- |
2023-09-30 |
248,334 |
$20,217,000 |
-171,630 |
|
PARK AVENUE SECURITIES LLC |
58 |
- |
2024-03-31 |
195,557 |
$19,714,000 |
-5,768 |
|
CREATIVE PLANNING |
276 |
- |
2024-03-31 |
188,421 |
$18,995,000 |
-3,343 |
|
Dunhill Financial LLC |
2 |
- |
2024-03-31 |
175,415 |
$17,681,000 |
-20,077 |
|
CWM LLC |
226 |
- |
2024-03-31 |
154,991 |
$15,625,000 |
-16,242 |
|
FIDUCIARY TRUST CO |
69 |
- |
2024-03-31 |
146,570 |
$14,776,000 |
-1,432 |
|
ROYAL BANK OF CANADA |
1271 |
- |
2024-03-31 |
146,278 |
$14,747,000 |
-12,449 |
|
CAPTRUST FINANCIAL ADVISORS |
273 |
- |
2024-03-31 |
145,442 |
$14,662,000 |
-13,132 |
|
Francis Financial Inc. |
8 |
- |
2024-03-31 |
133,147 |
$13,423,000 |
-2,414 |
|
MERCER GLOBAL ADVISORS INC /ADV |
262 |
- |
2024-03-31 |
128,207 |
$12,925,000 |
-8,142 |
|
HILL ISLAND FINANCIAL LLC |
7 |
- |
2024-03-31 |
104,565 |
$10,541,000 |
-1,631 |
|
FTB Advisors Inc. |
114 |
- |
2024-03-31 |
84,583 |
$8,527,000 |
-1,757 |
|
HIGHTOWER ADVISORS, LLC |
773 |
- |
2024-03-31 |
79,284 |
$7,995,000 |
-6,975 |
|
RSM US WEALTH MANAGEMENT LLC |
79 |
- |
2024-03-31 |
71,930 |
$7,251,000 |
-924 |
|
STRATEGIC POINT INVESTMENT ADVISORS LLC |
18 |
- |
2024-03-31 |
64,690 |
$6,521,000 |
-1,505 |
|
CI Private Wealth LLC |
661 |
- |
2024-03-31 |
60,186 |
$6,067,000 |
-148 |
|
One Wealth Advisors LLC |
26 |
- |
2024-03-31 |
59,994 |
$6,048,000 |
-885 |
|
SOA Wealth Advisors LLC. |
19 |
- |
2024-03-31 |
59,845 |
$6,033,000 |
-1,348 |
|
BANK OF MONTREAL /CAN/ |
994 |
- |
2024-03-31 |
59,228 |
$5,983,000 |
-496 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
27 |
- |
2023-12-31 |
63,917 |
$5,820,000 |
-864 |
|
JOHNSON FINANCIAL GROUP, INC. |
34 |
- |
2024-03-31 |
56,581 |
$5,704,000 |
-1,158 |
|
TRILLIUM ASSET MANAGEMENT CORP |
133 |
- |
2024-03-31 |
53,496 |
$5,393,000 |
-118,370 |
|
FINANCIAL NETWORK |
640 |
- |
2024-03-31 |
48,236 |
$4,863,000 |
-1,807 |
|
DOHJ LLC |
21 |
- |
2024-03-31 |
47,751 |
$4,814,000 |
-4,717 |
|
Brio Consultants LLC |
30 |
- |
2024-03-31 |
46,987 |
$4,737,000 |
-2,225 |
|
Strategic Wealth Partners Group LLC |
33 |
- |
2024-03-31 |
45,700 |
$4,607,000 |
-2,002 |
|
Orion Portfolio Solutions LLC |
351 |
- |
2024-03-31 |
43,666 |
$4,402,000 |
-3,630 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
302 |
- |
2024-03-31 |
42,778 |
$4,312,000 |
-2,262 |
|
BLAIR WILLIAM & CO/IL |
515 |
- |
2024-03-31 |
41,628 |
$4,197,000 |
-1,622 |
|
GIBSON CAPITAL MANAGEMENT, LTD. |
9 |
- |
2024-03-31 |
40,874 |
$4,121,000 |
-1,000 |
|
Laurel Wealth Planning LLC |
14 |
- |
2024-03-31 |
40,734 |
$4,106,000 |
-519 |
|
First Affirmative Financial Network |
3 |
- |
2024-03-31 |
40,635 |
$4,096,000 |
-8,183 |
|
STIFEL FINANCIAL CORP |
1267 |
- |
2024-03-31 |
40,218 |
$4,055,000 |
-10,085 |
|
ACCREDITED INVESTORS INC. |
44 |
- |
2024-03-31 |
38,399 |
$3,871,000 |
-2,837 |
|
Sontag Advisory LLC |
129 |
- |
2024-03-31 |
37,717 |
$3,802,000 |
-1,820 |
|
Cranbrook Wealth Management LLC |
28 |
- |
2024-03-31 |
37,668 |
$3,797,000 |
-158 |
|
Equitable Holdings Inc. |
310 |
- |
2024-03-31 |
35,418 |
$3,570,000 |
-1,586 |
|
NORTHERN TRUST CORP |
2675 |
- |
2024-03-31 |
35,003 |
$3,529,000 |
-3,323 |
|
BAILARD BIEHL & KAISER INC |
174 |
- |
2024-03-31 |
33,973 |
$3,425,000 |
-466 |
|
RAYMOND JAMES & ASSOCIATES |
1838 |
- |
2024-03-31 |
32,858 |
$3,312,000 |
-4,148 |
|
Cribstone Capital Management LLC |
14 |
- |
2022-12-31 |
45,056 |
$3,235,000 |
-745 |
|
PNC FINANCIAL SERVICES GROUP INC |
770 |
- |
2024-03-31 |
31,445 |
$3,170,000 |
-1,799 |
|
McClarren Financial Advisors Inc. |
12 |
- |
2024-03-31 |
404 |
$3,150,000 |
-30,762 |
|
Sharkey Howes & Javer |
34 |
- |
2024-03-31 |
30,897 |
$3,115,000 |
-1,146 |
|
Shepherd Financial Partners LLC |
41 |
- |
2024-03-31 |
30,002 |
$3,025,000 |
-308 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
344 |
- |
2024-03-31 |
29,796 |
$3,004,000 |
-841 |
|
Lido Advisors LLC |
323 |
- |
2024-03-31 |
29,628 |
$2,987,000 |
-785 |
|
CITADEL ADVISORS LLC |
2097 |
- |
2024-03-31 |
28,943 |
$2,918,000 |
-14,662 |
|
RAYMOND JAMES TRUST CO |
248 |
- |
2024-03-31 |
28,039 |
$2,827,000 |
-43 |
|
BANGOR SAVINGS BANK |
37 |
- |
2024-03-31 |
27,992 |
$2,822,000 |
-206 |
|
PFG Advisors |
126 |
- |
2024-03-31 |
27,757 |
$2,798,000 |
-590 |
|
Steward Partners Investment Advisory LLC |
491 |
- |
2024-03-31 |
26,023 |
$2,623,000 |
-918 |
|
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV |
21 |
- |
2024-03-31 |
25,492 |
$2,570,000 |
-18,980 |
|
FINANCEWARE, INC. |
18 |
- |
2024-03-31 |
25,453 |
$2,566,000 |
-1,578 |
|
Financial Insights Inc. |
27 |
- |
2024-03-31 |
25,372 |
$2,558,000 |
-95 |
|
SEAWARD MANAGEMENT CORP |
110 |
- |
2024-03-31 |
25,160 |
$2,536,000 |
-1,220 |
|
HANSON MCCLAIN, INC. |
281 |
- |
2024-03-31 |
25,065 |
$2,527,000 |
-532 |
|
FORBES J M & CO LLP |
63 |
- |
2024-03-31 |
23,185 |
$2,337,000 |
-1,992 |
|
Financial Services Advisory Inc |
29 |
- |
2024-03-31 |
23,136 |
$2,332,000 |
-373 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
92 |
- |
2023-06-30 |
27,228 |
$2,292,000 |
-2,481 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
216 |
- |
2024-03-31 |
22,656 |
$2,284,000 |
-680 |
|
Concord Wealth Partners |
62 |
- |
2024-03-31 |
21,325 |
$2,150,000 |
-5,903 |
|
PRUDENTIAL FINANCIAL INC |
1409 |
- |
2024-03-31 |
21,245 |
$2,142,000 |
-799 |
|
Goss Wealth Management LLC |
665 |
- |
2024-03-31 |
20,505 |
$2,067,000 |
-1,325 |
|
SigFig Wealth Management LLC |
78 |
- |
2024-03-31 |
20,351 |
$2,052,000 |
-85 |
|
Spire Wealth Management |
255 |
- |
2024-03-31 |
19,268 |
$1,942,000 |
-458 |
|
DORSEY & WHITNEY TRUST CO LLC |
140 |
- |
2024-03-31 |
19,192 |
$1,935,000 |
-970 |
|
Eley Financial Management Inc |
37 |
- |
2024-03-31 |
19,159 |
$1,931,000 |
-4,806 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
961 |
- |
2024-03-31 |
18,732 |
$1,888,000 |
-384 |
|
BP WEALTH MANAGEMENT LLC |
253 |
- |
2024-03-31 |
18,693 |
$1,884,000 |
-5,263 |
|
Sequoia Financial Advisors LLC |
339 |
- |
2024-03-31 |
18,497 |
$1,865,000 |
-1,177 |
|
HILLTOP HOLDINGS INC. |
129 |
- |
2024-03-31 |
18,349 |
$1,850,000 |
-6,493 |
|
PFG FINANCIAL ADVISORS |
68 |
- |
2024-03-31 |
17,361 |
$1,750,000 |
-105 |
|
SUMMIT INVESTMENT ADVISORS INC |
385 |
- |
2024-03-31 |
17,244 |
$1,738,000 |
-93 |
|
SAGE FINANCIAL GROUP INC |
42 |
- |
2024-03-31 |
17,198 |
$1,734,000 |
-111 |
|
White Lighthouse Investment Management Inc. |
46 |
- |
2024-03-31 |
17,095 |
$1,723,000 |
-285 |
|
AFFINIA FINANCIAL GROUP LLC |
10 |
- |
2023-06-30 |
18,414 |
$1,577,000 |
-437 |
|
EP WEALTH ADVISORS, INC. |
305 |
- |
2024-03-31 |
15,204 |
$1,533,000 |
-464 |
|
DFPG INVESTMENTS INC. |
172 |
- |
2023-12-31 |
16,975 |
$1,518,000 |
-825 |
|
Investors Research Corp |
57 |
- |
2024-03-31 |
14,766 |
$1,489,000 |
-96 |
|
Fingerlakes Wealth Management Inc. |
23 |
- |
2024-03-31 |
14,733 |
$1,485,000 |
-2 |
|
Apollon Wealth Management LLC |
364 |
- |
2024-03-31 |
14,170 |
$1,428,000 |
-168 |
|
MASSMUTUAL TRUST CO FSB/ADV |
216 |
- |
2024-03-31 |
14,023 |
$1,414,000 |
-719 |
|
RENAISSANCE TECHNOLOGIES LLC |
2269 |
- |
2024-03-31 |
13,700 |
$1,381,000 |
-3,800 |
|
CX Institutional |
235 |
- |
2024-03-31 |
13,583 |
$1,369,000 |
-22,053 |
|
Tempus Wealth Planning LLC |
44 |
- |
2024-03-31 |
12,659 |
$1,276,000 |
-224 |
|
Patriot Financial Group Insurance Agency LLC |
120 |
- |
2024-03-31 |
12,452 |
$1,255,000 |
-982 |
|
Great Diamond Partners LLC |
86 |
- |
2024-03-31 |
11,886 |
$1,198,000 |
-153 |
|
|
100 Records found
|
1
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