|
Institutional
Holders
Total
Institutions:
|
416 8 |
|
Total
shares held :
|
103,759,082 |
|
% of shares
held :
|
69.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-3,083,291 |
|
% of shares
held change :
|
-2.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$84.20 |
|
Last
Quarter's Ending
Price :
|
$93.81 |
|
Last
Quarter's Average
Price :
|
$87.85 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
15.75 (17.93%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
16 |
- |
2024-03-31 |
28,986,303 |
$3,008,488,000 |
-373,574 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
15 |
- |
2024-03-31 |
10,059,156 |
$1,044,040,000 |
-117,110 |
|
MORGAN STANLEY |
418 |
- |
2024-03-31 |
5,165,774 |
$536,156,000 |
-4,458 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
1 |
- |
2024-03-31 |
4,974,594 |
$516,313,000 |
-99,622 |
|
GOLDMAN SACHS GROUP INC/ |
185 |
- |
2024-03-31 |
4,913,767 |
$510,147,000 |
-73,722 |
|
BANK OF AMERICA CORP /DE/ |
448 |
- |
2024-03-31 |
3,179,470 |
$329,997,000 |
-292,670 |
|
ENVESTNET ASSET MANAGEMENT INC |
168 |
- |
2024-03-31 |
3,016,310 |
$313,063,000 |
-130,735 |
|
Glenview Trust Co |
6 |
- |
2024-03-31 |
1,301,961 |
$135,131,000 |
-6,522 |
|
RAYMOND JAMES & ASSOCIATES |
229 |
- |
2024-03-31 |
1,086,428 |
$112,760,000 |
-44,939 |
|
RETIREMENT PLANNING GROUP |
5 |
- |
2024-03-31 |
903,136 |
$93,737,000 |
-39,997 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
130 |
- |
2024-03-31 |
849,403 |
$88,160,000 |
-48,652 |
|
SFMG, LLC |
4 |
- |
2024-03-31 |
805,653 |
$83,619,000 |
-3,962 |
|
CLS INVESTMENT FIRM LLC |
2 |
- |
2022-12-31 |
1,032,787 |
$78,626,000 |
-30,374 |
|
UBS Group AG |
593 |
- |
2024-03-31 |
704,362 |
$73,106,000 |
-46,599 |
|
Riverpoint Wealth Management Holdings LLC |
1 |
- |
2024-03-31 |
660,266 |
$68,529,000 |
-11,854 |
|
MULTIFINANCIAL SECURITIES CORP |
25 |
- |
2024-03-31 |
651,737 |
$67,644,000 |
-613,226 |
|
KB FINANCIAL PARTNERS LLC |
1 |
- |
2023-09-30 |
718,609 |
$60,528,000 |
-9,174 |
|
Orion Portfolio Solutions LLC |
18 |
- |
2024-03-31 |
573,954 |
$59,571,000 |
-204,243 |
|
GFG Capital LLC |
1 |
- |
2024-03-31 |
670,492 |
$57,385,000 |
-28,569 |
|
AdvisorNet Financial Inc |
1 |
- |
2024-03-31 |
550,314 |
$57,117,000 |
-25,739 |
|
JANNEY MONTGOMERY SCOTT LLC |
117 |
- |
2024-03-31 |
531,377 |
$55,152,000 |
-1,792 |
|
APPLETON PARTNERS INC/MA |
3 |
- |
2024-03-31 |
454,359 |
$47,158,000 |
-8,472 |
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2 |
- |
2024-03-31 |
446,002 |
$46,291,000 |
-1,772 |
|
Kelman-Lazarov Inc. |
4 |
- |
2024-03-31 |
379,453 |
$39,383,000 |
-4,264 |
|
Steward Partners Investment Advisory LLC |
49 |
- |
2024-03-31 |
370,239 |
$38,427,000 |
-4,061 |
|
HIGHTOWER ADVISORS, LLC |
316 |
- |
2024-03-31 |
359,890 |
$37,367,000 |
-6,311 |
|
Sanford Advisory Services LLC |
2 |
- |
2022-12-31 |
437,897 |
$33,338,000 |
-55,563 |
|
CI Private Wealth LLC |
302 |
- |
2024-03-31 |
311,903 |
$32,372,000 |
-8,423 |
|
BFT FINANCIAL GROUP LLC |
7 |
- |
2023-06-30 |
362,802 |
$31,625,000 |
-5,198 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
376 |
- |
2024-03-31 |
290,730 |
$30,175,000 |
-11,621 |
|
IAG Wealth Partners LLC |
4 |
- |
2024-03-31 |
264,575 |
$27,460,000 |
-7,078 |
|
Cornerstone Advisory LLP |
4 |
- |
2024-03-31 |
231,450 |
$24,022,000 |
-843 |
|
PMFM INC. |
13 |
- |
2024-03-31 |
228,328 |
$23,698,000 |
-19,491 |
|
CAPTRUST FINANCIAL ADVISORS |
192 |
- |
2024-03-31 |
225,445 |
$23,399,000 |
-3,548 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
10 |
- |
2024-03-31 |
218,090 |
$22,636,000 |
-28,904 |
|
Horizon Family Wealth Inc. |
1 |
- |
2024-03-31 |
209,093 |
$21,702,000 |
-1,641 |
|
First Command Financial Services Inc. |
12 |
- |
2023-06-30 |
229,134 |
$20,003,000 |
-110,929 |
|
First Command Bank |
12 |
- |
2023-06-30 |
229,134 |
$20,003,000 |
-110,929 |
|
CALLAN CAPITAL, LLC |
17 |
- |
2024-03-31 |
186,974 |
$19,406,000 |
-9,737 |
|
VAUGHAN AND COMPANY SECURITIES INC. |
2 |
- |
2024-03-31 |
182,358 |
$18,927,000 |
-365 |
|
Advisor Group Holdings Inc. |
433 |
- |
2024-03-31 |
178,354 |
$18,521,000 |
-83,794 |
|
ARVEST INVESTMENTS INC. |
11 |
- |
2024-03-31 |
170,603 |
$17,707,000 |
-16,465 |
|
QUANTITATIVE ADVANTAGE LLC |
12 |
- |
2023-03-31 |
215,777 |
$17,525,000 |
-8,581 |
|
HANSON MCCLAIN, INC. |
80 |
- |
2024-03-31 |
164,147 |
$17,037,000 |
-12,539 |
|
Gladstone Institutional Advisory LLC |
20 |
- |
2024-03-31 |
156,503 |
$16,243,000 |
-3,691 |
|
MERCER GLOBAL ADVISORS INC /ADV |
230 |
- |
2024-03-31 |
149,296 |
$15,495,000 |
-8,224 |
|
Envestnet Portfolio Solutions Inc. |
171 |
- |
2024-03-31 |
147,234 |
$15,281,000 |
-7,460 |
|
Royal Harbor Partners LLC |
3 |
- |
2024-03-31 |
140,439 |
$14,576,000 |
-74,115 |
|
First Command Advisory Services Inc. |
23 |
- |
2024-03-31 |
136,389 |
$14,156,000 |
-27,536 |
|
Spire Wealth Management |
82 |
- |
2024-03-31 |
135,455 |
$14,059,000 |
-20,560 |
|
Centurion Wealth Management LLC |
4 |
- |
2024-03-31 |
126,016 |
$13,079,000 |
-21,235 |
|
BB&T CORP |
540 |
- |
2024-03-31 |
122,881 |
$12,754,000 |
-152,978 |
|
Intrua Financial LLC |
5 |
- |
2023-03-31 |
155,368 |
$12,672,000 |
-6,064 |
|
Gratus Wealth Advisors LLC |
16 |
- |
2024-03-31 |
126,075 |
$12,461,000 |
-6,224 |
|
Canvas Wealth Advisors LLC |
8 |
- |
2024-03-31 |
115,291 |
$11,402,000 |
-28,598 |
|
Archvest Wealth Advisors Inc. |
3 |
- |
2024-03-31 |
107,839 |
$11,162,000 |
-5,678 |
|
XML Financial LLC |
19 |
- |
2024-03-31 |
107,333 |
$11,140,000 |
-680 |
|
STIFEL FINANCIAL CORP |
793 |
- |
2024-03-31 |
101,693 |
$10,555,000 |
-611 |
|
COMERICA BANK |
402 |
- |
2024-03-31 |
100,565 |
$10,438,000 |
-208 |
|
FINANCIAL NETWORK |
372 |
- |
2024-03-31 |
100,291 |
$10,409,000 |
-6,339 |
|
CoreCap Advisors LLC |
32 |
- |
2023-12-31 |
108,537 |
$10,182,000 |
-7,343 |
|
Capital Advisors Ltd. LLC |
20 |
- |
2024-03-31 |
96,945 |
$10,062,000 |
-4,526 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
465 |
- |
2024-03-31 |
93,634 |
$9,718,000 |
-22,586 |
|
STRATEGIC INVESTMENT ADVISORS, INC |
19 |
- |
2024-03-31 |
88,704 |
$9,207,000 |
-8,258 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
27 |
- |
2024-03-31 |
85,650 |
$8,890,000 |
-4,626 |
|
Cetera Investment Advisers |
193 |
- |
2024-03-31 |
84,211 |
$8,740,000 |
-7,557 |
|
Hixon Zuercher LLC |
5 |
- |
2024-03-31 |
80,441 |
$8,349,000 |
-25,110 |
|
STEPHENS INC /AR/ |
185 |
- |
2024-03-31 |
80,180 |
$8,322,000 |
-412 |
|
FAMILY MANAGEMENT CORP |
15 |
- |
2024-03-31 |
79,128 |
$8,213,000 |
-4,244 |
|
Bennett Associates Wealth Management |
3 |
- |
2024-03-31 |
75,744 |
$7,861,000 |
-1,421 |
|
Change Path LLC |
70 |
- |
2024-03-31 |
72,171 |
$7,491,000 |
-2,201 |
|
ARVEST TRUST CO N A |
54 |
- |
2024-03-31 |
71,895 |
$7,462,000 |
-7,672 |
|
Sontag Advisory LLC |
94 |
- |
2024-03-31 |
69,653 |
$7,229,000 |
-139 |
|
Source Financial Advisors LLC |
12 |
- |
2024-03-31 |
60,883 |
$6,319,000 |
-15,546 |
|
PFS Partners LLC |
8 |
- |
2024-03-31 |
60,055 |
$6,233,000 |
-690 |
|
Atria Wealth Solutions Inc. |
298 |
- |
2024-03-31 |
55,521 |
$5,763,000 |
-2,290 |
|
First Capital Advisors Group LLC. |
4 |
- |
2023-06-30 |
65,889 |
$5,752,000 |
-768 |
|
Consolidated Planning Corp |
34 |
- |
2024-03-31 |
51,740 |
$5,370,000 |
-1,663 |
|
Integrated Wealth Concepts LLC |
263 |
- |
2024-03-31 |
47,890 |
$4,971,000 |
-54,414 |
|
Kathmere Capital Management LLC |
41 |
- |
2024-03-31 |
44,411 |
$4,609,000 |
-1,372 |
|
FCA CORP /TX |
23 |
- |
2024-03-31 |
40,236 |
$4,176,000 |
-4,189 |
|
SkyOak Wealt LLC |
26 |
- |
2024-03-31 |
39,535 |
$4,103,000 |
-1,976 |
|
Bridgeworth LLC |
|
- |
2023-12-31 |
42,961 |
$4,030,000 |
-1,793 |
|
Consolidated Portfolio Review Corp |
20 |
- |
2024-03-31 |
38,103 |
$3,955,000 |
-7,140 |
|
Financial Advocates Investment Management |
103 |
- |
2024-03-31 |
36,774 |
$3,817,000 |
-2,565 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
41 |
- |
2024-03-31 |
34,738 |
$3,605,000 |
-1,035 |
|
Capital Advisors Wealth Management LLC |
35 |
- |
2024-03-31 |
32,592 |
$3,383,000 |
-3,906 |
|
BANK OF NEW YORK MELLON CORP |
2538 |
- |
2024-03-31 |
29,838 |
$3,097,000 |
-41,881 |
|
MONECO Advisors LLC |
47 |
- |
2024-03-31 |
29,119 |
$3,022,000 |
-6,700 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
624 |
- |
2023-09-30 |
35,341 |
$2,977,000 |
-1,232 |
|
WAYNE HUMMER ASSET MANAGEMENT CO |
412 |
- |
2024-03-31 |
28,116 |
$2,918,000 |
-6,265 |
|
Meridian Wealth Management LLC |
43 |
- |
2024-03-31 |
26,185 |
$2,718,000 |
-50 |
|
Dynamic Wealth Strategies LLC |
12 |
- |
2024-03-31 |
25,567 |
$2,654,000 |
-1,184 |
|
E&G Advisors LP |
26 |
- |
2024-03-31 |
23,135 |
$2,401,000 |
-50 |
|
RENAISSANCE TECHNOLOGIES LLC |
1976 |
- |
2024-03-31 |
21,100 |
$2,190,000 |
-8,400 |
|
Ascension Capital Advisors Inc. |
15 |
- |
2024-03-31 |
21,014 |
$2,181,000 |
-35,374 |
|
Herold Advisors Inc. |
56 |
- |
2024-03-31 |
20,499 |
$2,128,000 |
-399 |
|
HALLMARK CAPITAL MANAGEMENT INC |
109 |
- |
2024-03-31 |
20,395 |
$2,117,000 |
-766 |
|
Fort Point Capital Partners LLC |
60 |
- |
2024-03-31 |
19,930 |
$2,069,000 |
-744 |
|
Cassaday & Co Wealth Management LLC |
62 |
- |
2024-03-31 |
19,760 |
$2,051,000 |
-126 |
|
|
100 Records found
|
1
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