|
Institutional
Holders
Total
Institutions:
|
463 22 |
|
Total
shares held :
|
87,006,275 |
|
% of shares
held :
|
58.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-125 |
|
Amount
of shares held :
|
-4,517,306 |
|
% of shares
held change :
|
-3.02% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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/ |
104 |
- |
2024-03-31 |
29,829,156 |
$2,114,291,000 |
-1,423,170 |
|
FMR LLC |
278 |
- |
2024-03-31 |
13,283,310 |
$941,521,000 |
-501,308 |
|
BLACKROCK INC. |
1307 |
- |
2024-03-31 |
4,564,546 |
$323,535,000 |
-299,980 |
|
ENVESTNET ASSET MANAGEMENT INC |
295 |
- |
2024-03-31 |
2,346,729 |
$166,336,000 |
-2,844,333 |
|
MORGAN STANLEY |
890 |
- |
2024-03-31 |
2,316,319 |
$164,181,000 |
-108,845 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
73 |
- |
2024-03-31 |
1,870,007 |
$132,546,000 |
-44,852 |
|
WHARTON BUSINESS GROUP, LLC |
5 |
- |
2024-03-31 |
1,616,055 |
$114,546,000 |
-382,050 |
|
MERCER GLOBAL ADVISORS INC /ADV |
61 |
- |
2024-03-31 |
1,340,069 |
$94,984,000 |
-2,662,263 |
|
ADVANTUS CAPITAL MANAGEMENT INC |
7 |
- |
2024-03-31 |
1,113,648 |
$78,935,000 |
-12,800 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
43 |
- |
2024-03-31 |
991,786 |
$70,298,000 |
-30,828 |
|
LPL FINANCIAL CORP |
479 |
- |
2024-03-31 |
858,715 |
$60,866,000 |
-40,323 |
|
AMERIPRISE FINANCIAL INC |
745 |
- |
2024-03-31 |
774,358 |
$57,197,000 |
-163,977 |
|
WELLS FARGO & CO/MN |
724 |
- |
2024-03-31 |
684,520 |
$48,519,000 |
-42,181 |
|
ALLIANCEBERNSTEIN L.P. |
716 |
- |
2024-03-31 |
460,064 |
$32,609,000 |
-5,155 |
|
ROYAL BANK OF CANADA |
964 |
- |
2024-03-31 |
403,352 |
$28,589,000 |
-207,955 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
417 |
- |
2024-03-31 |
356,968 |
$25,302,000 |
-18,139 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
451 |
- |
2024-03-31 |
329,093 |
$23,326,000 |
-33,399 |
|
Brookstone Capital Management |
62 |
- |
2024-03-31 |
290,821 |
$20,613,000 |
-14,610 |
|
BANK OF NEW YORK MELLON CORP |
1713 |
- |
2024-03-31 |
221,298 |
$15,686,000 |
-127,653 |
|
Symmetry Partner LLC |
27 |
- |
2024-03-31 |
196,967 |
$13,961,000 |
-44,376 |
|
MARINER WEALTH ADVISORS, LLC |
428 |
- |
2024-03-31 |
187,221 |
$13,270,000 |
-12,527 |
|
Advisor Group Holdings Inc. |
575 |
- |
2024-03-31 |
177,229 |
$12,563,000 |
-93,281 |
|
J P MORGAN CHASE & CO |
1965 |
- |
2024-03-31 |
166,367 |
$11,792,000 |
-2,446 |
|
CAPTRUST FINANCIAL ADVISORS |
317 |
- |
2024-03-31 |
164,964 |
$11,693,000 |
-57,575 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
443 |
- |
2024-03-31 |
155,858 |
$11,047,000 |
-227,900 |
|
Apella Capital LLC |
42 |
- |
2024-03-31 |
152,946 |
$10,691,000 |
-1,743 |
|
MML INVESTORS SERVICES LLC |
399 |
- |
2024-03-31 |
146,691 |
$10,397,000 |
-24,314 |
|
PRINCIPAL SECURITIES INC. |
68 |
- |
2024-03-31 |
142,672 |
$10,113,000 |
-2,236 |
|
KOCHIS FITZ/QUINTILE LLC |
34 |
- |
2024-03-31 |
142,127 |
$10,074,000 |
-14,006 |
|
Rehmann Capital Advisory Group |
26 |
- |
2024-03-31 |
133,239 |
$9,444,000 |
-1,984 |
|
RAYMOND JAMES & ASSOCIATES |
1198 |
- |
2024-03-31 |
132,135 |
$9,366,000 |
-19,854 |
|
MISSION CREEK CAPITAL PARTNERS INC |
7 |
- |
2024-03-31 |
126,877 |
$8,993,000 |
-5,759 |
|
HERON FINANCIAL GROUP LLC |
3 |
- |
2023-06-30 |
127,460 |
$8,604,000 |
-7,276 |
|
RSM US WEALTH MANAGEMENT LLC |
69 |
- |
2024-03-31 |
120,079 |
$8,511,000 |
-1,235 |
|
HIGHTOWER ADVISORS, LLC |
746 |
- |
2024-03-31 |
119,929 |
$8,489,000 |
-17,544 |
|
PROVISE MANAGEMENT GROUP LLC |
45 |
- |
2024-03-31 |
112,138 |
$7,948,000 |
-447 |
|
Cetera Investment Advisers |
208 |
- |
2024-03-31 |
112,069 |
$7,943,000 |
-7,696 |
|
Magnus Financial Group LLC |
26 |
- |
2024-03-31 |
107,649 |
$7,630,000 |
-4,223 |
|
US BANCORP |
483 |
- |
2024-03-31 |
106,981 |
$7,583,000 |
-1,485 |
|
ASSET MANAGEMENT GROUP, INC. |
23 |
- |
2024-03-31 |
104,283 |
$7,392,000 |
-757 |
|
COMERICA BANK |
533 |
- |
2024-03-31 |
104,210 |
$7,386,000 |
-96,195 |
|
Geneos Wealth Management Inc. |
67 |
- |
2024-03-31 |
103,124 |
$7,309,000 |
-38,135 |
|
CREATIVE PLANNING |
496 |
- |
2024-03-31 |
101,846 |
$7,219,000 |
-2,269 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
36 |
- |
2024-03-31 |
101,544 |
$7,197,000 |
-2,679 |
|
DAVIDSON D A & CO |
225 |
- |
2024-03-31 |
100,641 |
$7,133,000 |
-600 |
|
Vestcor Investment Management Corp |
102 |
- |
2024-03-31 |
99,489 |
$7,052,000 |
-111,521 |
|
Well Done LLC |
13 |
- |
2024-03-31 |
99,233 |
$7,034,000 |
-1,685 |
|
H D Vest Advisory Services |
247 |
- |
2024-03-31 |
91,511 |
$6,486,000 |
-4,492 |
|
FINANCIAL NETWORK |
551 |
- |
2024-03-31 |
85,816 |
$6,083,000 |
-1,473 |
|
BB&T CORP |
813 |
- |
2024-03-31 |
85,343 |
$6,049,000 |
-11,195 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
105 |
- |
2024-03-31 |
82,699 |
$5,862,000 |
-18,981 |
|
PNC FINANCIAL SERVICES GROUP INC |
621 |
- |
2024-03-31 |
82,469 |
$5,845,000 |
-3,920 |
|
Sontag Advisory LLC |
109 |
- |
2024-03-31 |
80,554 |
$5,710,000 |
-37,333 |
|
Envestnet Portfolio Solutions Inc. |
385 |
- |
2024-03-31 |
68,499 |
$4,855,000 |
-16,837 |
|
Adviser Investments LLC |
150 |
- |
2024-03-31 |
68,342 |
$4,844,000 |
-1,542 |
|
Goss Wealth Management LLC |
434 |
- |
2024-03-31 |
59,130 |
$4,191,000 |
-4,688 |
|
Merit Financial Group LLC |
173 |
- |
2024-03-31 |
52,667 |
$3,711,000 |
-8,524 |
|
Sanford Advisory Services LLC |
24 |
- |
2022-12-31 |
58,251 |
$3,706,000 |
-26,476 |
|
UMA Financial Services Inc. |
32 |
- |
2024-03-31 |
52,999 |
$3,596,000 |
-1,605 |
|
FINANCIAL ARCHITECTS INC |
42 |
- |
2023-06-30 |
52,740 |
$3,560,000 |
-6,532 |
|
Private Advisor Group LLC |
578 |
- |
2024-03-31 |
49,936 |
$3,539,000 |
-7,551 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
333 |
- |
2024-03-31 |
49,598 |
$3,516,000 |
-534 |
|
Gateway Wealth Partners LLC |
20 |
- |
2024-03-31 |
48,264 |
$3,421,000 |
-1,606 |
|
Baird Financial Group Inc. |
798 |
- |
2024-03-31 |
47,533 |
$3,369,000 |
-21,754 |
|
Capital Analysts Inc. |
120 |
- |
2024-03-31 |
44,910 |
$3,183,000 |
-7,324 |
|
Congress Wealth Management LLC / DE / |
271 |
- |
2024-03-31 |
43,596 |
$3,090,000 |
-1,486 |
|
Mutual Advisors LLC |
200 |
- |
2024-03-31 |
41,956 |
$2,974,000 |
-156 |
|
Samalin Investment Counsel LLC |
8 |
- |
2024-03-31 |
41,074 |
$2,911,000 |
-125 |
|
Visionary Wealth Advisors |
131 |
- |
2024-03-31 |
41,042 |
$2,909,000 |
-6 |
|
Kestra Advisory Services LLC |
742 |
- |
2024-03-31 |
38,805 |
$2,750,000 |
-1,630 |
|
MorganRosel Wealth Management LLC |
22 |
- |
2024-03-31 |
38,445 |
$2,725,000 |
-2,346 |
|
Shore Point Advisors LLC |
14 |
- |
2024-03-31 |
38,373 |
$2,720,000 |
-403 |
|
Tacita Capital Inc |
22 |
- |
2024-03-31 |
35,865 |
$2,542,000 |
-10,815 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
52 |
- |
2022-12-31 |
39,497 |
$2,511,000 |
-2,568 |
|
MATHER GROUP, INC. |
150 |
- |
2024-03-31 |
34,249 |
$2,375,000 |
-14 |
|
WOODMONT INVESTMENT COUNSEL LLC |
85 |
- |
2024-03-31 |
32,457 |
$2,301,000 |
-998 |
|
Round Rock Advisors LLC |
42 |
- |
2024-03-31 |
29,774 |
$2,110,000 |
-1,675 |
|
Archford Capital Strategies LLC |
78 |
- |
2024-03-31 |
27,896 |
$1,977,000 |
-424 |
|
CITIZENS FINANCIAL GROUP INC/RI |
159 |
- |
2024-03-31 |
27,498 |
$1,949,000 |
-219 |
|
Monterey Private Wealth Inc. |
24 |
- |
2024-03-31 |
26,195 |
$1,857,000 |
-1 |
|
Klingman & Associates LLC |
67 |
- |
2024-03-31 |
25,505 |
$1,808,000 |
-392 |
|
IHT Wealth Management LLC |
279 |
- |
2024-03-31 |
25,243 |
$1,789,000 |
-380 |
|
Capital Advisors Ltd. LLC |
64 |
- |
2024-03-31 |
24,948 |
$1,768,000 |
-7,040 |
|
Ausdal Financial Partners Inc. |
114 |
- |
2024-03-31 |
24,698 |
$1,751,000 |
-3,522 |
|
HB Wealth Management LLC |
271 |
- |
2024-03-31 |
24,693 |
$1,750,000 |
-2,804 |
|
CVA Family Office LLC |
56 |
- |
2024-03-31 |
24,668 |
$1,748,000 |
-300 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
343 |
- |
2024-03-31 |
23,891 |
$1,692,000 |
-152 |
|
Peterson Wealth Advisors LLC |
24 |
- |
2024-03-31 |
23,774 |
$1,685,000 |
-1,552 |
|
Foster Victor Wealth Advisors LLC |
88 |
- |
2024-03-31 |
24,168 |
$1,677,000 |
-419 |
|
BROWN WEALTH MANAGEMENT LLC |
29 |
- |
2024-03-31 |
23,458 |
$1,663,000 |
-498 |
|
Cedar Brook Financial Partners LLC |
72 |
- |
2024-03-31 |
23,284 |
$1,650,000 |
-389 |
|
Steward Partners Investment Advisory LLC |
631 |
- |
2024-03-31 |
23,200 |
$1,644,000 |
-841 |
|
Fortune Financial Advisors LLC |
29 |
- |
2024-03-31 |
22,474 |
$1,593,000 |
-487 |
|
COMERICA SECURITIESINC. |
156 |
- |
2023-09-30 |
23,925 |
$1,560,000 |
-832 |
|
Beacon Pointe Advisors LLC |
555 |
- |
2024-03-31 |
21,663 |
$1,535,000 |
-712 |
|
Nikulski Financial Inc. |
60 |
- |
2024-03-31 |
20,396 |
$1,446,000 |
-3,742 |
|
Kathleen S. Wright Associates Inc. |
35 |
- |
2024-03-31 |
19,941 |
$1,413,000 |
-32 |
|
CFS Investment Advisory Services LLC |
64 |
- |
2024-03-31 |
19,846 |
$1,407,000 |
-733 |
|
Breakwater Capital Group |
73 |
- |
2024-03-31 |
19,697 |
$1,396,000 |
-283 |
|
Miracle Mile Advisors LLC |
223 |
- |
2024-03-31 |
19,436 |
$1,378,000 |
-5,368 |
|
|
100 Records found
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1
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