|
Institutional
Holders
Total
Institutions:
|
665 12 |
|
Total
shares held :
|
450,208,466 |
|
% of shares
held :
|
12.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
90 |
|
Amount
of shares held :
|
10,503,584 |
|
% of shares
held change :
|
0.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.24 |
|
Last
Quarter's Ending
Price :
|
$64.93 |
|
Last
Quarter's Average
Price :
|
$61.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.16 (13.33%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BLACKROCK INC. |
32 |
- |
2024-03-31 |
262,038,533 |
$17,781,935,000 |
-3,380,391 |
|
US BANCORP |
45 |
- |
2024-03-31 |
5,276,268 |
$358,048,000 |
-150,232 |
|
Sequoia Financial Advisors LLC |
3 |
- |
2024-03-31 |
3,677,514 |
$249,556,000 |
-863,915 |
|
CI Private Wealth LLC |
71 |
- |
2024-03-31 |
2,526,838 |
$171,471,000 |
-1,186,908 |
|
UBS Group AG |
330 |
- |
2024-03-31 |
2,366,320 |
$160,578,000 |
-66,601 |
|
AMERIPRISE FINANCIAL INC |
414 |
- |
2024-03-31 |
2,114,208 |
$143,478,000 |
-226,587 |
|
HIGHTOWER ADVISORS, LLC |
127 |
- |
2024-03-31 |
1,572,804 |
$106,729,000 |
-10,064 |
|
HANSON MCCLAIN, INC. |
21 |
- |
2024-03-31 |
1,338,617 |
$90,839,000 |
-43,813 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
129 |
- |
2024-03-31 |
1,322,400 |
$89,738,000 |
-62,317 |
|
Orion Portfolio Solutions LLC |
13 |
- |
2024-03-31 |
1,115,435 |
$75,693,000 |
-76,726 |
|
CLS INVESTMENT FIRM LLC |
7 |
- |
2022-12-31 |
1,168,800 |
$67,650,000 |
-220,552 |
|
M&T BANK CORP |
96 |
- |
2024-03-31 |
972,210 |
$65,974,000 |
-81,409 |
|
BKD WEALTH ADVISORS LLC |
11 |
- |
2024-03-31 |
891,802 |
$60,518,000 |
-6,753 |
|
Compass Ion Advisors LLC |
3 |
- |
2024-03-31 |
864,212 |
$58,645,000 |
-4,003 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
3 |
- |
2024-03-31 |
852,030 |
$57,819,000 |
-13,973 |
|
Sontag Advisory LLC |
26 |
- |
2024-03-31 |
849,223 |
$57,628,000 |
-35,583 |
|
JOHNSON FINANCIAL GROUP, INC. |
8 |
- |
2024-03-31 |
731,678 |
$49,652,000 |
-148,505 |
|
Advisor Group Holdings Inc. |
179 |
- |
2024-03-31 |
728,535 |
$49,442,000 |
-363,573 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
55 |
- |
2024-03-31 |
678,448 |
$46,080,000 |
-629,829 |
|
Charter Oak Capital Management LLC |
7 |
- |
2024-03-31 |
534,453 |
$36,268,000 |
-21,419 |
|
Brookstone Capital Management |
36 |
- |
2024-03-31 |
495,951 |
$33,655,000 |
-18,293 |
|
PNC FINANCIAL SERVICES GROUP INC |
317 |
- |
2024-03-31 |
486,275 |
$32,999,000 |
-24,266 |
|
LOWE BROCKENBROUGH & CO INC |
5 |
- |
2024-03-31 |
483,150 |
$32,787,000 |
-16,082 |
|
Column Capital Advisors LLC |
7 |
- |
2023-09-30 |
538,117 |
$32,282,000 |
-5,840 |
|
STIFEL FINANCIAL CORP |
398 |
- |
2024-03-31 |
467,869 |
$31,750,000 |
-1,963 |
|
JONES FINANCIAL COMPANIES LLLP |
64 |
- |
2024-03-31 |
453,524 |
$30,776,000 |
-5,101 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
377 |
- |
2024-03-31 |
444,654 |
$30,174,000 |
-2,963 |
|
ALLEN INVESTMENT MANAGEMENT LLC |
37 |
- |
2024-03-31 |
430,257 |
$29,197,000 |
-139,273 |
|
EQUITABLE TRUST CO |
6 |
- |
2024-03-31 |
421,994 |
$28,637,000 |
-16,454 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
376 |
- |
2024-03-31 |
403,540 |
$27,384,000 |
-80,430 |
|
Newman & Schimel LLC |
4 |
- |
2022-12-31 |
435,453 |
$25,204,000 |
-4,869 |
|
Ullmann Financial Group Inc. |
9 |
- |
2024-03-31 |
367,669 |
$24,950,000 |
-4,396 |
|
Miracle Mile Advisors LLC |
41 |
- |
2024-03-31 |
363,133 |
$24,642,000 |
-1,660 |
|
HILL ISLAND FINANCIAL LLC |
4 |
- |
2024-03-31 |
358,699 |
$24,341,000 |
-4,097 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
36 |
- |
2024-03-31 |
340,429 |
$23,101,000 |
-1,379 |
|
CHESLEY TAFT & ASSOCIATES LLC/IL |
26 |
- |
2024-03-31 |
329,684 |
$22,372,000 |
-987 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
62 |
- |
2024-03-31 |
299,691 |
$20,337,000 |
-9,826 |
|
Kovitz Investment Group Partners LLC |
56 |
- |
2024-03-31 |
295,646 |
$20,063,000 |
-24,544 |
|
Pensionmark Financial Group LLC |
6 |
- |
2024-03-31 |
290,026 |
$19,681,000 |
-5,382 |
|
Vantage Financial Partners LLC |
6 |
- |
2024-03-31 |
254,485 |
$17,269,000 |
-9,341 |
|
OLD MISSION CAPITAL LLC |
36 |
- |
2024-03-31 |
251,286 |
$17,052,000 |
-438,256 |
|
TD CAPITAL MANAGEMENT LLC |
15 |
- |
2024-03-31 |
245,521 |
$16,661,000 |
-20,749 |
|
Envestnet Portfolio Solutions Inc. |
161 |
- |
2024-03-31 |
240,680 |
$16,333,000 |
-9,176 |
|
KUEHL SHEPHERD KOZLOWSKI & ASSOCIATES,INC. |
14 |
- |
2024-03-31 |
236,057 |
$16,019,000 |
-16,475 |
|
Rockefeller Capital Management L.P. |
389 |
- |
2024-03-31 |
236,014 |
$16,016,000 |
-297,723 |
|
Wick Capital Partners LLC |
1 |
- |
2024-03-31 |
235,977 |
$16,013,000 |
-14,436 |
|
Meridian Wealth Partners LLC |
11 |
- |
2024-03-31 |
227,207 |
$15,418,000 |
-6,735 |
|
ANGELES WEALTH MANAGEMENT LLC |
18 |
- |
2024-03-31 |
212,503 |
$14,420,000 |
-134,598 |
|
HOWLAND CAPITAL MANAGEMENT INC |
44 |
- |
2024-03-31 |
199,615 |
$13,546,000 |
-11,600 |
|
PARK AVENUE SECURITIES LLC |
97 |
- |
2024-03-31 |
179,579 |
$12,186,000 |
-1,640 |
|
CHERRYDALE WEALTH MANAGEMENT LLC |
6 |
- |
2024-03-31 |
176,695 |
$11,990,000 |
-20,502 |
|
RSM US WEALTH MANAGEMENT LLC |
60 |
- |
2024-03-31 |
174,465 |
$11,839,000 |
-57,304 |
|
FORTE ASSET MANAGEMENT LLC |
1 |
- |
2024-03-31 |
154,689 |
$10,497,000 |
-2,163 |
|
First Command Advisory Services Inc. |
26 |
- |
2024-03-31 |
149,952 |
$10,176,000 |
-2,423 |
|
Private Advisor Group LLC |
274 |
- |
2024-03-31 |
140,797 |
$9,555,000 |
-2,300 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
190 |
- |
2024-03-31 |
137,573 |
$9,336,000 |
-4,608 |
|
BAKER ELLIS ASSET MANAGEMENT LLC |
23 |
- |
2024-03-31 |
121,090 |
$8,217,000 |
-2,416 |
|
Windsor Group LTD |
19 |
- |
2023-09-30 |
132,939 |
$7,975,000 |
-1,498 |
|
Goss Wealth Management LLC |
270 |
- |
2024-03-31 |
113,587 |
$7,708,000 |
-4,703 |
|
UMA Financial Services Inc. |
17 |
- |
2024-03-31 |
117,681 |
$7,665,000 |
-1,515 |
|
Prosperitas Financial LLC |
8 |
- |
2024-03-31 |
99,528 |
$6,754,000 |
-461 |
|
Madison Wealth Partners Inc |
9 |
- |
2024-03-31 |
94,855 |
$6,437,000 |
-279 |
|
FC Advisory LLC |
14 |
- |
2024-03-31 |
94,682 |
$6,425,000 |
-543 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
37 |
- |
2024-03-31 |
84,723 |
$5,749,000 |
-13,931 |
|
AE Wealth Management LLC |
272 |
- |
2024-03-31 |
83,671 |
$5,678,000 |
-132,621 |
|
OPPENHEIMER & CO INC |
251 |
- |
2024-03-31 |
83,191 |
$5,645,000 |
-113 |
|
WEATHERLY ASSET MANAGEMENT LP |
34 |
- |
2024-03-31 |
75,289 |
$5,109,000 |
-2,121 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
145 |
- |
2024-03-31 |
75,009 |
$5,090,000 |
-1,203 |
|
ADVISORY SERVICES NETWORK, LLC |
206 |
- |
2024-03-31 |
74,524 |
$5,057,000 |
-24,807 |
|
Summit Financial LLC |
46 |
- |
2024-03-31 |
73,236 |
$4,970,000 |
-1,264 |
|
FINANCEWARE, INC. |
13 |
- |
2024-03-31 |
71,577 |
$4,857,000 |
-3,380 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
55 |
- |
2024-03-31 |
67,329 |
$4,569,000 |
-10,620 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
216 |
- |
2024-03-31 |
67,323 |
$4,569,000 |
-54,079 |
|
Tortoise Investment Management LLC |
53 |
- |
2024-03-31 |
66,602 |
$4,520,000 |
-1,612 |
|
Buckingham Strategic Partners |
92 |
- |
2024-03-31 |
65,213 |
$4,425,000 |
-9,343 |
|
Crescent Grove Advisors LLC |
47 |
- |
2024-03-31 |
63,009 |
$4,276,000 |
-6,472 |
|
Robertson Stephens Wealth Management LLC |
79 |
- |
2024-03-31 |
62,220 |
$4,222,000 |
-16,576 |
|
Beacon Pointe Advisors LLC |
336 |
- |
2024-03-31 |
60,748 |
$4,122,000 |
-2,939 |
|
Windward Private Wealth Management Inc. |
13 |
- |
2024-03-31 |
59,503 |
$4,038,000 |
-6,793 |
|
TRUST CO OF VIRGINIA /VA |
61 |
- |
2024-03-31 |
59,369 |
$4,029,000 |
-2,611 |
|
DFPG INVESTMENTS INC. |
85 |
- |
2023-12-31 |
59,502 |
$3,793,000 |
-4,474 |
|
MA Private Wealth |
25 |
- |
2024-03-31 |
54,900 |
$3,726,000 |
-1,475 |
|
Creekmur Asset Management LLC |
17 |
- |
2024-03-31 |
53,531 |
$3,633,000 |
-26,374 |
|
Wescott Financial Advisory Group LLC |
39 |
- |
2024-03-31 |
53,468 |
$3,628,000 |
-1,286 |
|
Sightline Wealth Advisors LLC |
11 |
- |
2024-03-31 |
52,607 |
$3,570,000 |
-911 |
|
Strategic Investment Solutions Inc. /IL |
21 |
- |
2023-12-31 |
54,523 |
$3,540,000 |
-2,741,886 |
|
BEACON FINANCIAL PLANNING INC |
8 |
- |
2024-03-31 |
51,540 |
$3,498,000 |
-4,056 |
|
AXIOM INTERNATIONAL INVESTORS LLC /DE |
116 |
- |
2024-03-31 |
51,200 |
$3,474,000 |
-21,800 |
|
Amplius Wealth Advisors LLC |
39 |
- |
2024-03-31 |
50,600 |
$3,434,000 |
-46 |
|
Rather & Kittrell Inc. |
19 |
- |
2024-03-31 |
50,547 |
$3,430,000 |
-2,017 |
|
H D Vest Advisory Services |
399 |
- |
2024-03-31 |
49,512 |
$3,360,000 |
-12 |
|
Ascent Group LLC |
90 |
- |
2024-03-31 |
45,600 |
$3,094,000 |
-813 |
|
ESSEX FINANCIAL SERVICES INC |
80 |
- |
2024-03-31 |
45,440 |
$3,084,000 |
-522 |
|
CATALYST PRIVATE WEALTH LLC |
18 |
- |
2024-03-31 |
44,621 |
$3,028,000 |
-11,779 |
|
Abundance Wealth Counselors |
22 |
- |
2024-03-31 |
44,513 |
$3,021,000 |
-1,520 |
|
Financial Network Wealth Management LLC |
17 |
- |
2024-03-31 |
44,241 |
$3,015,000 |
-111,833 |
|
James J. Burns & Company LLC |
19 |
- |
2024-03-31 |
44,419 |
$2,995,000 |
-26,933 |
|
ANCORA ADVISORS, LLC |
213 |
- |
2024-03-31 |
43,355 |
$2,942,000 |
-141 |
|
Carr Financial Group Corp |
24 |
- |
2024-03-31 |
41,050 |
$2,786,000 |
-356 |
|
Asset Dedication LLC |
92 |
- |
2024-03-31 |
40,925 |
$2,779,000 |
-181 |
|
|
100 Records found
|
1
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