|
Institutional
Holders
Total
Institutions:
|
158 23 |
|
Total
shares held :
|
73,527,265 |
|
% of shares
held :
|
66.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
87 |
|
Amount
of shares held :
|
34,430,960 |
|
% of shares
held change :
|
31.36% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$42.80 |
|
Last
Quarter's Ending
Price :
|
$45.94 |
|
Last
Quarter's Average
Price :
|
$43.80 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.60 (1.37%) |
|
|
|
|
|
|
|
|
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/ |
264 |
- |
2024-03-31 |
16,607,061 |
$748,978,000 |
-511,118 |
|
RICHARD BERNSTEIN ADVISORS LLC |
1 |
- |
2024-03-31 |
10,910,972 |
$492,085,000 |
-483,462 |
|
RAYMOND JAMES & ASSOCIATES |
268 |
- |
2024-03-31 |
2,126,897 |
$95,923,000 |
-332,569 |
|
MADISON ASSET MANAGEMENT LLC |
30 |
- |
2024-03-31 |
1,940,107 |
$87,499,000 |
-9,622 |
|
GRADIENT INVESTMENTS LLC |
7 |
- |
2024-03-31 |
1,873,951 |
$84,515,000 |
-46,724 |
|
UBS Group AG |
703 |
- |
2024-03-31 |
1,247,356 |
$56,256,000 |
-1,800 |
|
BANK OF NEW YORK MELLON CORP |
1206 |
- |
2024-03-31 |
840,278 |
$37,897,000 |
-3,110 |
|
ROYAL BANK OF CANADA |
941 |
- |
2024-03-31 |
657,758 |
$29,665,000 |
-44,286 |
|
Financial Enhancement Group LLC |
5 |
- |
2024-03-31 |
442,868 |
$19,526,000 |
-283,711 |
|
Cetera Investment Advisers |
212 |
- |
2024-03-31 |
173,873 |
$7,842,000 |
-28,958 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
35 |
- |
2024-03-31 |
155,452 |
$7,011,000 |
-4,923 |
|
Private Advisor Group LLC |
431 |
- |
2024-03-31 |
120,863 |
$5,451,000 |
-67,309 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1113 |
- |
2024-03-31 |
114,790 |
$5,177,000 |
-7,016 |
|
Advisor Group Holdings Inc. |
1138 |
- |
2024-03-31 |
95,362 |
$4,293,000 |
-79,649 |
|
GREENWICH WEALTH MANAGEMENT LLC |
59 |
- |
2024-03-31 |
63,606 |
$2,869,000 |
-11,657 |
|
GRT CAPITAL PARTNERS LLC |
16 |
- |
2024-03-31 |
63,388 |
$2,859,000 |
-12,330 |
|
EPG Wealth Management LLC |
34 |
- |
2024-03-31 |
55,492 |
$2,503,000 |
-439 |
|
BESSEMER GROUP INC |
488 |
- |
2024-03-31 |
55,456 |
$2,501,000 |
-2,647 |
|
Orion Portfolio Solutions LLC |
640 |
- |
2024-03-31 |
46,700 |
$2,106,000 |
-6,217 |
|
CLS INVESTMENT FIRM LLC |
463 |
- |
2022-12-31 |
46,279 |
$2,104,000 |
-1,759 |
|
Good Life Advisors LLC |
102 |
- |
2024-03-31 |
46,112 |
$2,080,000 |
-1,189 |
|
HARBOR INVESTMENT ADVISORY LLC |
93 |
- |
2024-03-31 |
39,988 |
$1,803,000 |
-23,038 |
|
Heritage Trust Co |
125 |
- |
2024-03-31 |
32,076 |
$1,447,000 |
-110 |
|
PATRON PARTNERS ADVISORS LLC |
28 |
- |
2024-03-31 |
31,027 |
$1,399,000 |
-2,692 |
|
TrinityPoint Wealth LLC |
109 |
- |
2024-03-31 |
28,720 |
$1,295,000 |
-1,675 |
|
Belpointe Asset Management LLC |
243 |
- |
2024-03-31 |
23,789 |
$1,073,000 |
-24,655 |
|
Northwest Financial Advisors |
26 |
- |
2024-03-31 |
23,431 |
$1,057,000 |
-6,338 |
|
FDX ADVISORS, INC. |
|
- |
2024-03-31 |
21,195 |
$956,000 |
-3,681 |
|
BB&T CORP |
1679 |
- |
2024-03-31 |
18,232 |
$822,000 |
-136 |
|
Flaharty Asset Management LLC |
60 |
- |
2024-03-31 |
17,065 |
$770,000 |
-32 |
|
Venturi Wealth Management LLC |
227 |
- |
2024-03-31 |
14,456 |
$652,000 |
-123 |
|
ATWOOD & PALMER INC |
97 |
- |
2024-03-31 |
12,418 |
$560,000 |
-1,135 |
|
COLTON GROOME FINANCIAL ADVISORS LLC |
70 |
- |
2024-03-31 |
11,228 |
$506,000 |
-1,395 |
|
SAGE ADVISORY SERVICES, LTD.CO. |
39 |
- |
2024-03-31 |
10,544 |
$476,000 |
-466 |
|
SAXON INTERESTS INC. |
121 |
- |
2024-03-31 |
8,608 |
$388,000 |
-49 |
|
Bulltick Wealth Management LLC |
89 |
- |
2024-03-31 |
7,142 |
$322,000 |
-1,033 |
|
Americana Partners LLC |
282 |
- |
2024-03-31 |
6,898 |
$311,000 |
-3,073 |
|
CHARLES SCHWAB INVESTMENT ADVISORY, INC. |
90 |
- |
2024-03-31 |
6,831 |
$308,000 |
-554 |
|
REGAL INVESTMENT ADVISORS, LLC |
456 |
- |
2024-03-31 |
6,837 |
$308,000 |
-440 |
|
IFP Advisors Inc |
965 |
- |
2023-12-31 |
4,019 |
$185,000 |
-10,194 |
|
Tidemark LLC |
129 |
- |
2024-03-31 |
3,949 |
$178,000 |
-13,255 |
|
Steward Partners Investment Advisory LLC |
1759 |
- |
2024-03-31 |
2,207 |
$100,000 |
-22 |
|
SIGNATUREFD, LLC |
1777 |
- |
2024-03-31 |
690 |
$31,000 |
-39 |
|
SYSTM Wealth Solutions LLC |
711 |
- |
2024-03-31 |
408 |
$18,000 |
-3,512 |
|
Geneos Wealth Management Inc. |
1621 |
- |
2024-03-31 |
160 |
$7,000 |
-101 |
|
CWM LLC |
3625 |
- |
2024-03-31 |
100 |
$5,000 |
-559 |
|
FMR LLC |
5190 |
- |
2024-03-31 |
1 |
$0 |
-484 |
|
|
47 Records found
|
1
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