|
Institutional
Holders
Total
Institutions:
|
172 2 |
|
Total
shares held :
|
81,282,722 |
|
% of shares
held :
|
9.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-287,693 |
|
% of shares
held change :
|
-0.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.52 |
|
Last
Quarter's Ending
Price :
|
$21.24 |
|
Last
Quarter's Average
Price :
|
$20.24 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.22 (1.09%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SEI INVESTMENTS CO |
254 |
- |
2024-03-31 |
2,807,997 |
$57,567,000 |
-95,292 |
|
STATE STREET CORP |
1647 |
- |
2024-03-31 |
2,799,843 |
$57,397,000 |
-164,589 |
|
LPL FINANCIAL CORP |
911 |
- |
2024-03-31 |
1,058,633 |
$21,702,000 |
-68,177 |
|
ENVESTNET ASSET MANAGEMENT INC |
1652 |
- |
2024-03-31 |
397,576 |
$8,150,000 |
-33,257 |
|
HSBC HOLDINGS PLC |
858 |
- |
2024-03-31 |
320,677 |
$6,574,000 |
-14,924 |
|
Advisor Group Holdings Inc. |
1189 |
- |
2024-03-31 |
196,143 |
$4,021,000 |
-34,289 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
86 |
- |
2023-06-30 |
131,992 |
$2,793,000 |
-6,805 |
|
Pasadena Private Wealth LLC |
25 |
- |
2024-03-31 |
132,771 |
$2,722,000 |
-61,380 |
|
UBS Group AG |
2703 |
- |
2024-03-31 |
132,327 |
$2,713,000 |
-286 |
|
Hibernia Wealth Partners LLC |
15 |
- |
2024-03-31 |
100,043 |
$2,051,000 |
-1,883 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
28 |
- |
2024-03-31 |
66,409 |
$1,361,000 |
-1,731 |
|
Goss Wealth Management LLC |
862 |
- |
2024-03-31 |
62,916 |
$1,290,000 |
-4,844 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1128 |
- |
2024-03-31 |
60,986 |
$1,250,000 |
-4,708 |
|
J P MORGAN CHASE & CO |
3236 |
- |
2024-03-31 |
60,634 |
$1,243,000 |
-1,363 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
2738 |
- |
2024-03-31 |
57,268 |
$1,174,000 |
-6,269 |
|
LEAVELL T & ASSOCIATES INC |
261 |
- |
2024-03-31 |
49,297 |
$1,011,000 |
-1,180 |
|
Tempus Wealth Planning LLC |
65 |
- |
2024-03-31 |
49,082 |
$1,006,000 |
-72,621 |
|
BANK OF NEW YORK MELLON CORP |
3227 |
- |
2024-03-31 |
40,263 |
$825,000 |
-29,971 |
|
DRAVO BAY LLC |
33 |
- |
2024-03-31 |
33,475 |
$686,000 |
-428 |
|
Ironwood Wealth Management LLC. |
28 |
- |
2024-03-31 |
29,258 |
$600,000 |
-31,633 |
|
ROYAL BANK OF CANADA |
3374 |
- |
2024-03-31 |
27,854 |
$571,000 |
-47,031 |
|
IFP Advisors Inc |
527 |
- |
2023-12-31 |
26,810 |
$569,000 |
-294 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
86 |
- |
2024-03-31 |
27,154 |
$557,000 |
-980 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
47 |
- |
2024-03-31 |
24,509 |
$502,000 |
-393 |
|
MULTIFINANCIAL SECURITIES CORP |
1660 |
- |
2024-03-31 |
21,838 |
$448,000 |
-7,200 |
|
HARBOUR INVESTMENTS INC. |
600 |
- |
2023-12-31 |
19,276 |
$409,000 |
-445 |
|
Simplicity WealthLLC |
865 |
- |
2024-03-31 |
17,008 |
$349,000 |
-340 |
|
Ascent Group LLC |
412 |
- |
2024-03-31 |
16,999 |
$348,000 |
-78 |
|
BURNS WEALTH MANAGEMENT, INC. |
415 |
- |
2024-03-31 |
16,930 |
$347,000 |
-2,440 |
|
EQIS CAPITAL MANAGEMENT, INC. |
553 |
- |
2024-03-31 |
16,782 |
$344,000 |
-129 |
|
Orion Portfolio Solutions LLC |
1416 |
- |
2024-03-31 |
16,142 |
$331,000 |
-7,485 |
|
Cetera Investment Advisers |
1431 |
- |
2024-03-31 |
15,095 |
$309,000 |
-149 |
|
Aspect Partners LLC |
54 |
- |
2024-03-31 |
14,777 |
$303,000 |
-1,599 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1559 |
- |
2024-03-31 |
14,423 |
$296,000 |
-567 |
|
AE Wealth Management LLC |
966 |
- |
2024-03-31 |
14,101 |
$289,000 |
-83,510 |
|
Argent Trust Co |
576 |
- |
2024-03-31 |
12,258 |
$251,000 |
-1,029 |
|
OHE FINANCIAL INC |
238 |
- |
2024-03-31 |
12,062 |
$247,000 |
-473 |
|
Tortoise Investment Management LLC |
197 |
- |
2024-03-31 |
11,350 |
$233,000 |
-14,115 |
|
Atria Wealth Solutions Inc. |
1724 |
- |
2024-03-31 |
10,958 |
$225,000 |
-536 |
|
Stratos Wealth Partners LTD. |
1256 |
- |
2024-03-31 |
10,075 |
$207,000 |
-19 |
|
Migdal Insurance & Financial Holdings Ltd. |
216 |
- |
2024-03-31 |
7,445 |
$153,000 |
-99,544 |
|
Richard W. Paul & Associates LLC |
203 |
- |
2024-03-31 |
3,513 |
$72,000 |
-348 |
|
SANDY SPRING BANK |
535 |
- |
2024-03-31 |
2,990 |
$61,000 |
-1,334 |
|
GRADIENT INVESTMENTS LLC |
534 |
- |
2024-03-31 |
977 |
$20,000 |
-423 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1037 |
- |
2024-03-31 |
754 |
$15,000 |
-64 |
|
OPTIMUM INVESTMENT ADVISORS |
517 |
- |
2024-03-31 |
541 |
$11,000 |
-38 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
351 |
- |
2024-03-31 |
365 |
$8,000 |
-181 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
643 |
- |
2024-03-31 |
363 |
$7,000 |
-280 |
|
Efficient Wealth Management LLC |
429 |
- |
2024-03-31 |
251 |
$6,000 |
-7 |
|
BANK OF MONTREAL /CAN/ |
3257 |
- |
2024-03-31 |
243 |
$5,000 |
-1,271 |
|
Geneos Wealth Management Inc. |
1915 |
- |
2024-03-31 |
74 |
$2,000 |
-24 |
|
HOWE & RUSLING INC |
374 |
- |
2024-03-31 |
104 |
$2,000 |
-271 |
|
Hartland & Co. LLC |
1299 |
- |
2024-03-31 |
90 |
$2,000 |
-343 |
|
CITIGROUP INC |
4441 |
- |
2024-03-31 |
36 |
$1,000 |
-13 |
|
CFG ASSET MANAGEMENT LLC |
403 |
- |
2024-03-31 |
0 |
$0 |
-2,844 |
|
|
55 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|