|
Institutional
Holders
Total
Institutions:
|
306 0 |
|
Total
shares held :
|
35,535,438 |
|
% of shares
held :
|
6.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-11 |
|
Amount
of shares held :
|
2,810,425 |
|
% of shares
held change :
|
0.53% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$45.68 |
|
Last
Quarter's Ending
Price :
|
$46.07 |
|
Last
Quarter's Average
Price :
|
$45.80 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.20 (0.44%) |
|
|
|
|
|
|
|
|
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/ |
956 |
- |
2024-03-31 |
1,960,879 |
$90,612,000 |
-1,418,186 |
|
ROYAL BANK OF CANADA |
522 |
- |
2024-03-31 |
1,919,425 |
$88,696,000 |
-202,633 |
|
UBS Group AG |
673 |
- |
2024-03-31 |
1,291,687 |
$59,689,000 |
-82,803 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
342 |
- |
2024-03-31 |
753,742 |
$34,830,000 |
-167,523 |
|
Flaharty Asset Management LLC |
5 |
- |
2024-03-31 |
728,531 |
$33,665,000 |
-54,325 |
|
RENAISSANCE TECHNOLOGIES LLC |
599 |
- |
2024-03-31 |
469,100 |
$21,677,000 |
-30,800 |
|
Kestra Advisory Services LLC |
192 |
- |
2024-03-31 |
342,805 |
$15,841,000 |
-5,191 |
|
Virtue Capital Management LLC |
7 |
- |
2024-03-31 |
337,682 |
$15,601,000 |
-65,209 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
505 |
- |
2024-03-31 |
188,331 |
$8,703,000 |
-52,193 |
|
JANE STREET GROUP LLC |
975 |
- |
2024-03-31 |
162,776 |
$7,522,000 |
-1,237,293 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
950 |
- |
2024-03-31 |
153,859 |
$7,110,000 |
-138,680 |
|
FINANCIAL NETWORK |
499 |
- |
2024-03-31 |
149,208 |
$6,895,000 |
-51 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
97 |
- |
2024-03-31 |
137,817 |
$6,369,000 |
-8,541 |
|
Little Harbor Advisors LLC |
6 |
- |
2024-03-31 |
132,551 |
$6,125,000 |
-2,651 |
|
Lokken Investment Group LLC |
6 |
- |
2024-03-31 |
127,409 |
$5,888,000 |
-1,391 |
|
RiverTree Advisors LLC |
11 |
- |
2024-03-31 |
127,153 |
$5,876,000 |
-470 |
|
JANNEY MONTGOMERY SCOTT LLC |
714 |
- |
2024-03-31 |
123,596 |
$5,711,000 |
-30,736 |
|
HIGHTOWER ADVISORS, LLC |
975 |
- |
2024-03-31 |
103,314 |
$4,776,000 |
-3,880 |
|
Baird Financial Group Inc. |
720 |
- |
2024-03-31 |
89,714 |
$4,146,000 |
-29,056 |
|
Sowell Financial Services LLC |
132 |
- |
2024-03-31 |
83,025 |
$3,837,000 |
-49,608 |
|
MML INVESTORS SERVICES LLC |
757 |
- |
2024-03-31 |
82,642 |
$3,819,000 |
-7,873 |
|
HARBOUR INVESTMENTS INC. |
125 |
- |
2023-12-31 |
80,705 |
$3,718,000 |
-50,340 |
|
AMERIPRISE FINANCIAL INC |
2496 |
- |
2024-03-31 |
77,032 |
$3,560,000 |
-622 |
|
J.W. COLE ADVISORS INC. |
127 |
- |
2024-03-31 |
76,432 |
$3,532,000 |
-6,507 |
|
Gladstone Institutional Advisory LLC |
144 |
- |
2024-03-31 |
76,052 |
$3,514,000 |
-4,757 |
|
Colorado Capital Management Inc. |
17 |
- |
2024-03-31 |
74,898 |
$3,461,000 |
-8,682 |
|
ASPEN INVESTMENT MANAGEMENT INC |
10 |
- |
2024-03-31 |
74,730 |
$3,453,000 |
-13,244 |
|
H D Vest Advisory Services |
391 |
- |
2024-03-31 |
74,558 |
$3,445,000 |
-935 |
|
Private Advisor Group LLC |
595 |
- |
2024-03-31 |
72,739 |
$3,361,000 |
-27,545 |
|
Rockefeller Capital Management L.P. |
845 |
- |
2024-03-31 |
66,314 |
$3,064,000 |
-1,197 |
|
Paradigm Financial Partners LLC |
49 |
- |
2024-03-31 |
62,154 |
$2,872,000 |
-2,598 |
|
American Financial Advisors LLC |
34 |
- |
2024-03-31 |
61,597 |
$2,846,000 |
-1,259 |
|
COMERICA BANK |
1021 |
- |
2024-03-31 |
61,132 |
$2,825,000 |
-10,573 |
|
Wagner Wealth Management LLC |
24 |
- |
2024-03-31 |
59,644 |
$2,756,000 |
-1,044,229 |
|
PRUDENTIAL CORP PLC |
360 |
- |
2024-03-31 |
57,650 |
$2,664,000 |
-8,550 |
|
Financial Enhancement Group LLC |
58 |
- |
2024-03-31 |
56,100 |
$2,591,000 |
-11,174 |
|
Blackhawk Capital Partners LLC. |
21 |
- |
2024-03-31 |
52,119 |
$2,408,000 |
-865 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
40 |
- |
2024-03-31 |
50,808 |
$2,348,000 |
-11,130 |
|
Trinity Legacy Partners LLC |
51 |
- |
2024-03-31 |
49,917 |
$2,307,000 |
-2,400 |
|
SAXON INTERESTS INC. |
22 |
- |
2024-03-31 |
47,042 |
$2,174,000 |
-900 |
|
Twin Peaks Wealth Advisors LLC |
22 |
- |
2024-03-31 |
46,014 |
$2,126,000 |
-6,939 |
|
Apollon Wealth Management LLC |
277 |
- |
2024-03-31 |
44,999 |
$2,079,000 |
-12,540 |
|
Murphy Middleton Hinkle & Parker Inc. |
28 |
- |
2024-03-31 |
41,496 |
$1,918,000 |
-3,017 |
|
OPPENHEIMER & CO INC |
554 |
- |
2024-03-31 |
37,511 |
$1,733,000 |
-116 |
|
Mutual Advisors LLC |
324 |
- |
2024-03-31 |
34,604 |
$1,599,000 |
-9,783 |
|
SILVER OAK SECURITIES Inc |
99 |
- |
2024-03-31 |
33,145 |
$1,532,000 |
-3,891 |
|
ICA Group Wealth Management LLC |
67 |
- |
2024-03-31 |
32,690 |
$1,511,000 |
-4,847 |
|
CAPTRUST FINANCIAL ADVISORS |
933 |
- |
2024-03-31 |
31,624 |
$1,461,000 |
-6,676 |
|
Investors Research Corp |
58 |
- |
2024-03-31 |
31,349 |
$1,449,000 |
-705 |
|
BANK OF MONTREAL /CAN/ |
1523 |
- |
2024-03-31 |
30,391 |
$1,404,000 |
-40 |
|
Dynamic Advisors Solutions LLC |
365 |
- |
2024-03-31 |
30,389 |
$1,404,000 |
-2,818 |
|
NewEdge Wealth LLC |
377 |
- |
2024-03-31 |
29,295 |
$1,351,000 |
-503 |
|
Quad-Cities Investment Group LLC |
36 |
- |
2024-03-31 |
25,980 |
$1,201,000 |
-3,311 |
|
My Legacy Advisors LLC |
63 |
- |
2023-12-31 |
25,962 |
$1,197,000 |
-766 |
|
RVW Wealth LLC |
62 |
- |
2024-03-31 |
24,534 |
$1,134,000 |
-3,944 |
|
BURNS WEALTH MANAGEMENT, INC. |
264 |
- |
2024-03-31 |
23,627 |
$1,092,000 |
-202 |
|
WealthCare Investment Partners LLC |
49 |
- |
2024-03-31 |
23,590 |
$1,090,000 |
-1,535 |
|
Geneos Wealth Management Inc. |
349 |
- |
2024-03-31 |
21,441 |
$991,000 |
-56,088 |
|
BEACON FINANCIAL GROUP |
158 |
- |
2024-03-31 |
21,374 |
$988,000 |
-3,494 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1017 |
- |
2024-03-31 |
20,406 |
$943,000 |
-9,043 |
|
INTL FCSTONE INC. |
172 |
- |
2024-03-31 |
18,331 |
$847,000 |
-972 |
|
Financial Partners Group Inc |
74 |
- |
2024-03-31 |
18,305 |
$846,000 |
-165 |
|
Csenge Advisory Group |
301 |
- |
2024-03-31 |
18,172 |
$840,000 |
-5,623 |
|
Western Wealth Management LLC |
257 |
- |
2024-03-31 |
17,911 |
$828,000 |
-36,012 |
|
Arete Wealth Advisors LLC |
238 |
- |
2024-03-31 |
17,495 |
$808,000 |
-296 |
|
Coastal Investment Advisors Inc. |
146 |
- |
2024-03-31 |
16,807 |
$777,000 |
-2,308 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
644 |
- |
2024-03-31 |
16,051 |
$742,000 |
-3,513 |
|
Miracle Mile Advisors LLC |
305 |
- |
2024-03-31 |
15,410 |
$712,000 |
-20,354 |
|
ADVISORY SERVICES NETWORK, LLC |
828 |
- |
2024-03-31 |
14,654 |
$677,000 |
-35 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
84 |
- |
2024-03-31 |
14,202 |
$656,000 |
-787 |
|
Pine Valley Investments Ltd Liability Co |
255 |
- |
2024-03-31 |
13,803 |
$638,000 |
-4,036 |
|
Garden State Investment Advisory Services LLC |
91 |
- |
2024-03-31 |
13,750 |
$635,000 |
-2,495 |
|
Schonfeld Strategic Advisors LLC |
1219 |
- |
2024-03-31 |
13,644 |
$630,000 |
-20,199 |
|
Octavia Wealth Advisors LLC |
102 |
- |
2024-03-31 |
13,109 |
$606,000 |
-1,249 |
|
Walkner Condon Financial Advisors LLC |
134 |
- |
2024-03-31 |
12,831 |
$592,000 |
-1,685 |
|
Morris Retirement Advisors LLC |
38 |
- |
2024-03-31 |
12,525 |
$579,000 |
-3,726 |
|
Legacy Capital Group California Inc. |
152 |
- |
2024-03-31 |
12,414 |
$574,000 |
-905 |
|
IVC Wealth Advisors LLC |
72 |
- |
2024-03-31 |
12,219 |
$565,000 |
-689 |
|
IFG Advisory LLC |
305 |
- |
2024-03-31 |
11,894 |
$550,000 |
-102 |
|
CAPITAL WEALTH MANAGEMENT LLC |
31 |
- |
2024-03-31 |
11,860 |
$548,000 |
-31,217 |
|
COZAD ASSET MANAGEMENT INC |
245 |
- |
2024-03-31 |
11,802 |
$545,000 |
-538 |
|
Stratos Wealth Partners LTD. |
844 |
- |
2024-03-31 |
11,745 |
$543,000 |
-635 |
|
Brookstone Capital Management |
601 |
- |
2024-03-31 |
11,711 |
$541,000 |
-533 |
|
AlphaStar Capital Management LLC |
173 |
- |
2024-03-31 |
6,264 |
$537,000 |
-584 |
|
Koshinski Asset Management Inc. |
314 |
- |
2024-03-31 |
11,160 |
$516,000 |
-5,849 |
|
Glass Jacobson Investment Advisors llc |
126 |
- |
2024-03-31 |
11,140 |
$515,000 |
-2,541 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
727 |
- |
2024-03-31 |
10,813 |
$500,000 |
-15,760 |
|
Laurel Wealth Advisors Inc. |
356 |
- |
2022-12-31 |
11,168 |
$498,000 |
-3,339 |
|
Fortis Group Advisors LLC |
130 |
- |
2024-03-31 |
10,730 |
$496,000 |
-334 |
|
LINCOLN NATIONAL CORP |
748 |
- |
2024-03-31 |
10,562 |
$488,000 |
-9,167 |
|
KINGSWOOD WEALTH ADVISORS LLC |
388 |
- |
2024-03-31 |
8,931 |
$413,000 |
-54 |
|
WEDBUSH MORGAN SECURITIES INC |
725 |
- |
2024-03-31 |
8,809 |
$407,000 |
-2 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
434 |
- |
2024-03-31 |
8,567 |
$396,000 |
-1,257 |
|
FIDUCIARY TRUST CO |
507 |
- |
2024-03-31 |
8,437 |
$390,000 |
-42,921 |
|
Capital Analysts Inc. |
345 |
- |
2024-03-31 |
8,355 |
$386,000 |
-22 |
|
Integrys Wealth Advisors LLC |
103 |
- |
2024-03-31 |
8,215 |
$380,000 |
-503 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
304 |
- |
2024-03-31 |
7,966 |
$368,000 |
-15,778 |
|
COLUMBIA ADVISORY PARTNERS LLC |
36 |
- |
2024-03-31 |
7,280 |
$336,000 |
-50 |
|
NBT BANK N A /NY |
319 |
- |
2024-03-31 |
7,237 |
$334,000 |
-402 |
|
Insight Advisors LLC/ PA |
217 |
- |
2024-03-31 |
7,193 |
$332,000 |
-100 |
|
|
100 Records found
|
1
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