|
Institutional
Holders
Total
Institutions:
|
90 2 |
|
Total
shares held :
|
9,618,184 |
|
% of shares
held :
|
44.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-25,337 |
|
% of shares
held change :
|
-0.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$52.72 |
|
Last
Quarter's Ending
Price :
|
$58.81 |
|
Last
Quarter's Average
Price :
|
$54.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.78 (17.79%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
452 |
- |
2024-03-31 |
1,015,524 |
$65,765,000 |
-27,901 |
|
WELLS FARGO & CO/MN |
686 |
- |
2024-03-31 |
821,806 |
$53,220,000 |
-21,429 |
|
BANK OF AMERICA CORP /DE/ |
1723 |
- |
2024-03-31 |
403,243 |
$26,114,000 |
-16,946 |
|
HILL ISLAND FINANCIAL LLC |
6 |
- |
2024-03-31 |
355,339 |
$23,012,000 |
-14,030 |
|
IAM Advisory LLC |
4 |
- |
2024-03-31 |
339,581 |
$21,991,000 |
-6,219 |
|
UBS Group AG |
1182 |
- |
2024-03-31 |
316,450 |
$20,493,000 |
-9,508 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
531 |
- |
2024-03-31 |
124,092 |
$8,036,000 |
-3,199 |
|
Goodman Advisory Group LLC |
12 |
- |
2024-03-31 |
95,021 |
$6,154,000 |
-5,333 |
|
MERCER GLOBAL ADVISORS INC /ADV |
486 |
- |
2024-03-31 |
69,092 |
$4,474,000 |
-2,603 |
|
Private Advisor Group LLC |
533 |
- |
2024-03-31 |
62,419 |
$4,042,000 |
-4,127 |
|
Advisor Group Holdings Inc. |
1428 |
- |
2024-03-31 |
44,423 |
$2,877,000 |
-86,151 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1460 |
- |
2024-03-31 |
42,812 |
$2,773,000 |
-5,762 |
|
Rockefeller Capital Management L.P. |
891 |
- |
2024-03-31 |
40,449 |
$2,620,000 |
-881 |
|
ERn Financial LLC |
52 |
- |
2024-03-31 |
39,567 |
$2,562,000 |
-1,406 |
|
COLUMBIA ADVISORY PARTNERS LLC |
11 |
- |
2024-03-31 |
26,099 |
$1,690,000 |
-1,131 |
|
Moloney Securities Asset Management LLC |
107 |
- |
2024-03-31 |
23,961 |
$1,552,000 |
-239 |
|
Amplius Wealth Advisors LLC |
59 |
- |
2024-03-31 |
22,744 |
$1,473,000 |
-364 |
|
Venture Visionary Partners LLC |
240 |
- |
2024-03-31 |
19,709 |
$1,276,000 |
-325 |
|
Orion Portfolio Solutions LLC |
888 |
- |
2024-03-31 |
18,982 |
$1,229,000 |
-11,336 |
|
JOURNEY STRATEGIC WEALTH LLC |
66 |
- |
2024-03-31 |
18,872 |
$1,222,000 |
-175 |
|
Perennial Investment Advisors LLC |
95 |
- |
2024-03-31 |
18,599 |
$1,204,000 |
-1,302 |
|
Arkadios Wealth Advisors |
206 |
- |
2024-03-31 |
18,578 |
$1,203,000 |
-573 |
|
CHILTON CAPITAL MANAGEMENT LLC |
117 |
- |
2024-03-31 |
18,122 |
$1,174,000 |
-821 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
168 |
- |
2024-03-31 |
15,575 |
$1,009,000 |
-192 |
|
CLS INVESTMENT FIRM LLC |
764 |
- |
2022-12-31 |
18,513 |
$912,000 |
-1,028 |
|
RAYMOND JAMES & ASSOCIATES |
2793 |
- |
2024-03-31 |
11,085 |
$718,000 |
-205 |
|
Equitable Holdings Inc. |
797 |
- |
2024-03-31 |
7,789 |
$504,000 |
-285 |
|
Aspire Wealth Management Corp |
59 |
- |
2024-03-31 |
7,114 |
$461,000 |
-204 |
|
Tyler-Stone Wealth Management |
107 |
- |
2024-03-31 |
6,485 |
$420,000 |
-181 |
|
IHT Wealth Management LLC |
699 |
- |
2024-03-31 |
6,326 |
$410,000 |
-1,105 |
|
OneAscent Wealth Management LLC |
92 |
- |
2024-03-31 |
6,271 |
$406,000 |
-278 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3709 |
- |
2024-03-31 |
6,146 |
$398,000 |
-9,154 |
|
Streettalk Advisors LLC |
300 |
- |
2024-03-31 |
6,132 |
$397,000 |
-329 |
|
Avant Capital LLC |
41 |
- |
2023-09-30 |
6,866 |
$364,000 |
-25 |
|
Dynamic Advisors Solutions LLC |
696 |
- |
2024-03-31 |
5,561 |
$360,000 |
-345 |
|
J P MORGAN CHASE & CO |
3938 |
- |
2024-03-31 |
5,304 |
$343,000 |
-53 |
|
Cetera Investment Advisers |
1412 |
- |
2024-03-31 |
5,017 |
$325,000 |
-2,114 |
|
CWM LLC |
2652 |
- |
2024-03-31 |
426 |
$28,000 |
-724 |
|
COMERICA BANK |
3095 |
- |
2024-03-31 |
206 |
$13,000 |
-8 |
|
Smartleaf Asset Management LLC |
1689 |
- |
2024-03-31 |
0 |
$0 |
-155 |
|
|
40 Records found
|
1
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