|
Institutional
Holders
Total
Institutions:
|
201 4 |
|
Total
shares held :
|
5,870,243 |
|
% of shares
held :
|
13.65% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
Amount
of shares held :
|
-296,241 |
|
% of shares
held change :
|
-0.69% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$74.98 |
|
Last
Quarter's Ending
Price :
|
$81.97 |
|
Last
Quarter's Average
Price :
|
$77.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.92 (2.46%) |
|
|
|
![](../../images/information.jpg)
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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/ |
1210 |
- |
2024-03-31 |
699,945 |
$57,374,000 |
-12,062 |
|
Green Harvest Asset Management LLC |
24 |
- |
2024-03-31 |
397,118 |
$32,552,000 |
-18,509 |
|
WELLS FARGO & CO/MN |
1034 |
- |
2024-03-31 |
285,487 |
$23,401,000 |
-3,855 |
|
CAPTRUST FINANCIAL ADVISORS |
319 |
- |
2024-03-31 |
141,059 |
$11,563,000 |
-1,069 |
|
LPL FINANCIAL CORP |
1247 |
- |
2024-03-31 |
138,384 |
$11,343,000 |
-29,463 |
|
QUANTITATIVE ADVANTAGE LLC |
25 |
- |
2023-03-31 |
130,881 |
$8,467,000 |
-560 |
|
AE Wealth Management LLC |
257 |
- |
2024-03-31 |
80,725 |
$6,617,000 |
-16,439 |
|
GOLDMAN SACHS GROUP INC/ |
2522 |
- |
2024-03-31 |
63,023 |
$5,166,000 |
-32,261 |
|
FERGUSON WELLMAN CAPITAL MANAGEMENT INC |
97 |
- |
2024-03-31 |
61,045 |
$5,004,000 |
-5,475 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
296 |
- |
2024-03-31 |
56,077 |
$4,597,000 |
-3,940 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
642 |
- |
2024-03-31 |
43,100 |
$3,533,000 |
-7,197 |
|
Goss Wealth Management LLC |
565 |
- |
2024-03-31 |
34,259 |
$2,808,000 |
-540 |
|
J P MORGAN CHASE & CO |
2803 |
- |
2024-03-31 |
32,794 |
$2,688,000 |
-8,897 |
|
Stonebridge Financial Planning Group LLC |
12 |
- |
2024-03-31 |
31,774 |
$2,605,000 |
-1,353 |
|
COTTONWOOD CAPITAL ADVISORS LLC |
16 |
- |
2024-03-31 |
30,053 |
$2,344,000 |
-684 |
|
WESPAC Advisors SoCal LLC |
43 |
- |
2024-03-31 |
24,156 |
$1,980,000 |
-1,549 |
|
Mutual Advisors LLC |
338 |
- |
2024-03-31 |
18,102 |
$1,484,000 |
-176 |
|
Virtue Capital Management LLC |
71 |
- |
2024-03-31 |
18,139 |
$1,442,000 |
-4,448 |
|
BB&T CORP |
1462 |
- |
2024-03-31 |
15,984 |
$1,310,000 |
-3,804 |
|
Steward Partners Investment Advisory LLC |
718 |
- |
2024-03-31 |
15,174 |
$1,244,000 |
-336 |
|
WAYNE HUMMER ASSET MANAGEMENT CO |
522 |
- |
2024-03-31 |
14,003 |
$1,148,000 |
-43 |
|
BANK OF MONTREAL /CAN/ |
1641 |
- |
2024-03-31 |
13,277 |
$1,090,000 |
-1,522 |
|
PATTON ALBERTSON & MILLER, LLC |
105 |
- |
2024-03-31 |
13,148 |
$1,078,000 |
-1,160 |
|
CI Private Wealth LLC |
1292 |
- |
2024-03-31 |
12,883 |
$1,056,000 |
-88 |
|
Equitable Holdings Inc. |
606 |
- |
2024-03-31 |
12,708 |
$1,042,000 |
-488 |
|
VCI Wealth Management LLC |
35 |
- |
2024-03-31 |
12,626 |
$1,035,000 |
-2,479 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2637 |
- |
2024-03-31 |
11,496 |
$942,000 |
-10,458 |
|
STIFEL FINANCIAL CORP |
2269 |
- |
2024-03-31 |
10,569 |
$866,000 |
-511 |
|
FMR LLC |
2415 |
- |
2024-03-31 |
9,876 |
$810,000 |
-904 |
|
Anchor Investment Management LLC |
201 |
- |
2024-03-31 |
9,637 |
$790,000 |
-63 |
|
Capital Investment Advisors LLC |
327 |
- |
2024-03-31 |
9,226 |
$756,000 |
-443 |
|
ADELL HARRIMAN & CARPENTER INC |
110 |
- |
2024-03-31 |
8,560 |
$702,000 |
-552 |
|
WealthBridge Capital Management LLC |
82 |
- |
2024-03-31 |
7,796 |
$639,000 |
-712 |
|
ENVESTNET ASSET MANAGEMENT INC |
3287 |
- |
2024-03-31 |
7,451 |
$611,000 |
-2,157 |
|
ADVISORY SERVICES NETWORK, LLC |
895 |
- |
2024-03-31 |
7,158 |
$587,000 |
-5,027 |
|
Qube Research & Technologies Ltd |
2108 |
- |
2024-03-31 |
6,828 |
$560,000 |
-17,773 |
|
Summit X LLC |
112 |
- |
2024-03-31 |
6,508 |
$534,000 |
-27 |
|
SPC FINANCIAL, INC. |
158 |
- |
2024-03-31 |
6,130 |
$502,000 |
-123 |
|
JANNEY MONTGOMERY SCOTT LLC |
2006 |
- |
2024-03-31 |
5,945 |
$487,000 |
-240 |
|
MARINER WEALTH ADVISORS, LLC |
2055 |
- |
2024-03-31 |
5,803 |
$476,000 |
-10,377 |
|
Prime Capital Investment Advisors LLC |
644 |
- |
2024-03-31 |
5,495 |
$450,000 |
-27 |
|
TWO SIGMA INVESTMENTS LLC |
2279 |
- |
2024-03-31 |
5,400 |
$443,000 |
-500 |
|
Chesapeake Wealth Management |
112 |
- |
2024-03-31 |
4,970 |
$407,000 |
-92 |
|
HIGHTOWER ADVISORS, LLC |
2396 |
- |
2024-03-31 |
4,896 |
$402,000 |
-286 |
|
NATIONAL ASSET MANAGEMENT, INC. |
912 |
- |
2024-03-31 |
5,878 |
$394,000 |
-13 |
|
One Charles Private Wealth Services LLC |
93 |
- |
2024-03-31 |
4,522 |
$371,000 |
-34 |
|
Pathstone Holdings LLC |
1822 |
- |
2024-03-31 |
4,383 |
$359,000 |
-128 |
|
EP WEALTH ADVISORS, INC. |
582 |
- |
2024-03-31 |
4,339 |
$356,000 |
-229 |
|
FINANCIAL NETWORK |
2166 |
- |
2024-03-31 |
4,251 |
$348,000 |
-1,571 |
|
Samalin Investment Counsel LLC |
203 |
- |
2024-03-31 |
4,035 |
$331,000 |
-200 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2291 |
- |
2024-03-31 |
3,792 |
$311,000 |
-4 |
|
MCCORMACK ADVISORS INTERNATIONAL |
880 |
- |
2024-03-31 |
3,748 |
$307,000 |
-180 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1511 |
- |
2023-09-30 |
4,158 |
$278,000 |
-78 |
|
NATIONAL BANK OF CANADA /FI/ |
1192 |
- |
2024-03-31 |
3,467 |
$276,000 |
-197 |
|
Baird Financial Group Inc. |
1588 |
- |
2024-03-31 |
3,295 |
$270,000 |
-368 |
|
CoreCap Advisors LLC |
504 |
- |
2023-12-31 |
3,342 |
$253,000 |
-97 |
|
OPPENHEIMER & CO INC |
1249 |
- |
2024-03-31 |
3,019 |
$247,000 |
-11 |
|
Beacon Financial Advisory LLC |
212 |
- |
2024-03-31 |
2,918 |
$239,000 |
-1,367 |
|
LexAurum Advisors LLC |
256 |
- |
2024-03-31 |
2,905 |
$238,000 |
-169 |
|
Chicago Partners Investment Group LLC |
650 |
- |
2024-03-31 |
2,981 |
$231,000 |
-4 |
|
ADVISORS MANAGEMENT GROUP INC /ADV |
143 |
- |
2024-03-31 |
2,791 |
$229,000 |
-143 |
|
CITADEL ADVISORS LLC |
4457 |
- |
2024-03-31 |
2,783 |
$228,000 |
-47,707 |
|
CITIGROUP INC |
3450 |
- |
2024-03-31 |
1,059 |
$87,000 |
-14,164 |
|
ABLES IANNONE MOORE & ASSOCIATES INC. |
59 |
- |
2024-03-31 |
505 |
$41,000 |
-40 |
|
Sargent Bickham Lagudis LLC |
601 |
- |
2022-12-31 |
344 |
$20,000 |
-344 |
|
HARBOUR INVESTMENTS INC. |
2081 |
- |
2023-12-31 |
163 |
$12,000 |
-450 |
|
Fortis Group Advisors LLC |
310 |
- |
2024-03-31 |
136 |
$11,000 |
-136 |
|
TOWER RESEARCH CAPITAL LLC |
3807 |
- |
2024-03-31 |
118 |
$10,000 |
-17 |
|
CFG ASSET MANAGEMENT LLC |
273 |
- |
2024-03-31 |
88 |
$7,000 |
-16 |
|
SIMPLEX TRADING LLC |
1927 |
- |
2024-03-31 |
95 |
$7,000 |
-11 |
|
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70 Records found
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1
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