|
Institutional
Holders
Total
Institutions:
|
169 4 |
|
Total
shares held :
|
15,815,821 |
|
% of shares
held :
|
5.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
Amount
of shares held :
|
-8,596,377 |
|
% of shares
held change :
|
-3.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$41.40 |
|
Last
Quarter's Ending
Price :
|
$42.42 |
|
Last
Quarter's Average
Price :
|
$40.24 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.81 (11.95%) |
|
|
|
|
|
|
|
|
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/ |
635 |
- |
2024-03-31 |
4,503,706 |
$191,047,000 |
-5,011,233 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
732 |
- |
2024-03-31 |
262,906 |
$11,153,000 |
-6,949 |
|
LPL FINANCIAL CORP |
1276 |
- |
2024-03-31 |
256,754 |
$10,892,000 |
-37,184 |
|
ENVESTNET ASSET MANAGEMENT INC |
1526 |
- |
2024-03-31 |
234,564 |
$9,950,000 |
-24,388 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
487 |
- |
2024-03-31 |
215,059 |
$9,123,000 |
-34,074 |
|
RICHARD C YOUNG & CO LTD |
55 |
- |
2024-03-31 |
80,675 |
$3,422,000 |
-2,086 |
|
Beaumont Financial Advisors LLC |
73 |
- |
2024-03-31 |
55,351 |
$2,348,000 |
-2,641 |
|
Beck Bode LLC |
60 |
- |
2024-03-31 |
51,756 |
$2,195,000 |
-6,721 |
|
WELLS FARGO & CO/MN |
2594 |
- |
2024-03-31 |
45,648 |
$1,936,000 |
-2,311 |
|
MML INVESTORS SERVICES LLC |
1153 |
- |
2024-03-31 |
37,916 |
$1,608,000 |
-875 |
|
HIGHTOWER ADVISORS, LLC |
1603 |
- |
2024-03-31 |
32,190 |
$1,353,000 |
-48,249 |
|
FINANCIAL MANAGEMENT NETWORK INC |
60 |
- |
2024-03-31 |
26,761 |
$1,123,000 |
-3,530 |
|
Galvin Gaustad & Stein LLC |
87 |
- |
2024-03-31 |
26,237 |
$1,113,000 |
-6,555 |
|
NWAM LLC |
223 |
- |
2024-03-31 |
22,500 |
$1,010,000 |
-7,625 |
|
Private Advisor Group LLC |
1179 |
- |
2024-03-31 |
22,364 |
$949,000 |
-12,281 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
148 |
- |
2024-03-31 |
21,190 |
$899,000 |
-504 |
|
UBS Group AG |
3634 |
- |
2024-03-31 |
20,455 |
$868,000 |
-4,483 |
|
J.W. COLE ADVISORS INC. |
382 |
- |
2024-03-31 |
19,145 |
$812,000 |
-1,779 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1064 |
- |
2024-03-31 |
18,315 |
$777,000 |
-2,775 |
|
FINANCIAL NETWORK |
1699 |
- |
2024-03-31 |
16,424 |
$697,000 |
-6,999 |
|
Sunbelt Securities Inc. |
255 |
- |
2024-03-31 |
15,238 |
$646,000 |
-6,951 |
|
CX Institutional |
347 |
- |
2024-03-31 |
13,921 |
$591,000 |
-6,531 |
|
SMITH, SALLEY & ASSOCIATES |
157 |
- |
2024-03-31 |
13,656 |
$579,000 |
-45 |
|
Demars Financial Group LLC |
43 |
- |
2024-03-31 |
12,007 |
$509,000 |
-1,774 |
|
Mascoma Wealth Management LLC |
57 |
- |
2024-03-31 |
11,607 |
$492,000 |
-8,463 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
151 |
- |
2024-03-31 |
10,181 |
$432,000 |
-810 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3617 |
- |
2024-03-31 |
10,162 |
$431,000 |
-3,262 |
|
STIFEL FINANCIAL CORP |
2701 |
- |
2024-03-31 |
9,943 |
$422,000 |
-14,474 |
|
STABLEFORD CAPITAL II LLC |
115 |
- |
2024-03-31 |
9,295 |
$394,000 |
-502 |
|
MARINER WEALTH ADVISORS, LLC |
2239 |
- |
2024-03-31 |
8,886 |
$377,000 |
-445 |
|
B.O.S.S. Retirement Advisors LLC |
110 |
- |
2024-03-31 |
8,345 |
$341,000 |
-104 |
|
J P MORGAN CHASE & CO |
3965 |
- |
2024-03-31 |
7,708 |
$327,000 |
-5,299 |
|
Accel Wealth Management |
149 |
- |
2024-03-31 |
7,599 |
$322,000 |
-1,033 |
|
Ameritas Advisory Services LLC |
720 |
- |
2024-03-31 |
6,581 |
$289,000 |
-1,434 |
|
WAGNER CAPITAL MANAGEMENT CORP |
268 |
- |
2024-03-31 |
6,719 |
$285,000 |
-110 |
|
BLAIR WILLIAM & CO/IL |
1273 |
- |
2024-03-31 |
6,659 |
$282,000 |
-1,266 |
|
Ballew Advisors Inc |
86 |
- |
2024-03-31 |
6,295 |
$263,000 |
-3,006 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1456 |
- |
2024-03-31 |
6,094 |
$258,000 |
-725 |
|
SMITH SHELLNUT WILSON LLC /ADV |
112 |
- |
2024-03-31 |
5,923 |
$251,000 |
-493 |
|
Lifeworks Advisors LLC |
210 |
- |
2024-03-31 |
5,533 |
$235,000 |
-153 |
|
MidWestOne Financial Group Inc. |
273 |
- |
2024-03-31 |
5,500 |
$233,000 |
-5,000 |
|
VCI Wealth Management LLC |
100 |
- |
2024-03-31 |
5,301 |
$225,000 |
-772 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2366 |
- |
2024-03-31 |
5,174 |
$219,000 |
-3,191 |
|
BKM Wealth Management LLC |
153 |
- |
2024-03-31 |
4,960 |
$210,000 |
-310 |
|
PENOBSCOT WEALTH MANAGEMENT |
74 |
- |
2024-03-31 |
4,733 |
$201,000 |
-1,410 |
|
COMERICA BANK |
2367 |
- |
2024-03-31 |
3,954 |
$168,000 |
-226 |
|
Steward Partners Investment Advisory LLC |
1524 |
- |
2024-03-31 |
3,814 |
$162,000 |
-36,544 |
|
Global Retirement Partners LLC |
997 |
- |
2024-03-31 |
2,800 |
$119,000 |
-127 |
|
Creekmur Asset Management LLC |
217 |
- |
2024-03-31 |
1,527 |
$65,000 |
-1,983 |
|
PRINCIPAL SECURITIES INC. |
1446 |
- |
2024-03-31 |
1,499 |
$64,000 |
-38 |
|
IFP Advisors Inc |
1473 |
- |
2023-12-31 |
1,353 |
$55,000 |
-4,654 |
|
SYM FINANCIAL CORPORATION |
128 |
- |
2024-03-31 |
1,250 |
$53,000 |
-3,850 |
|
CWM LLC |
2636 |
- |
2024-03-31 |
690 |
$29,000 |
-5 |
|
AdvisorNet Financial Inc |
1268 |
- |
2024-03-31 |
230 |
$10,000 |
-72 |
|
Larson Financial Group LLC |
1209 |
- |
2024-03-31 |
127 |
$5,000 |
-107 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
154 |
- |
2023-03-31 |
25 |
$1,000 |
-88,408 |
|
ANCORA ADVISORS, LLC |
1561 |
- |
2024-03-31 |
35 |
$1,000 |
-142 |
|
GRADIENT INVESTMENTS LLC |
1013 |
- |
2024-03-31 |
10 |
$0 |
-12 |
|
SIGNATUREFD, LLC |
3111 |
- |
2024-03-31 |
0 |
$0 |
-70 |
|
BNP PARIBAS ARBITRAGE SA |
3178 |
- |
2024-03-31 |
11 |
$0 |
-428,441 |
|
|
60 Records found
|
1
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