|
Institutional
Holders
Total
Institutions:
|
139 7 |
|
Total
shares held :
|
8,385,614 |
|
% of shares
held :
|
9.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-27 |
|
Amount
of shares held :
|
-724,097 |
|
% of shares
held change :
|
-0.8% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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. |
2031 |
- |
2024-03-31 |
1,598,325 |
$97,546,000 |
-39,649 |
|
BANK OF AMERICA CORP /DE/ |
955 |
- |
2024-03-31 |
1,489,062 |
$90,877,000 |
-83,872 |
|
RICHARD BERNSTEIN ADVISORS LLC |
22 |
- |
2024-03-31 |
871,220 |
$53,171,000 |
-27,828 |
|
AMERIPRISE FINANCIAL INC |
1089 |
- |
2024-03-31 |
464,467 |
$28,366,000 |
-46,177 |
|
JANE STREET GROUP LLC |
662 |
- |
2024-03-31 |
220,989 |
$13,487,000 |
-3,871 |
|
Money Design Co.Ltd. |
45 |
- |
2024-03-31 |
105,114 |
$6,415,000 |
-10,865 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
873 |
- |
2024-03-31 |
98,852 |
$6,033,000 |
-96,433 |
|
LPL FINANCIAL CORP |
1698 |
- |
2024-03-31 |
89,461 |
$5,460,000 |
-79,234 |
|
WELLS FARGO & CO/MN |
1993 |
- |
2024-03-31 |
78,328 |
$4,780,000 |
-3,544 |
|
ROYAL BANK OF CANADA |
1962 |
- |
2024-03-31 |
74,996 |
$4,577,000 |
-12,411 |
|
Fortis Advisors LLC |
7 |
- |
2024-03-31 |
68,996 |
$4,211,000 |
-364 |
|
CREATIVE PLANNING |
668 |
- |
2024-03-31 |
68,471 |
$4,179,000 |
-1,397 |
|
ICICI Prudential Asset Management Co Ltd |
58 |
- |
2024-03-31 |
64,610 |
$3,944,000 |
-100 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1637 |
- |
2024-03-31 |
39,493 |
$2,410,000 |
-1,066 |
|
BB&T CORP |
1200 |
- |
2024-03-31 |
38,031 |
$2,321,000 |
-2,031 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1647 |
- |
2024-03-31 |
31,219 |
$1,905,000 |
-10,110 |
|
PROSPERA FINANCIAL SERVICES |
335 |
- |
2023-12-31 |
29,683 |
$1,760,000 |
-554 |
|
Slow Capital Inc. |
95 |
- |
2024-03-31 |
28,160 |
$1,719,000 |
-19,174 |
|
BESSEMER GROUP INC |
655 |
- |
2024-03-31 |
18,584 |
$1,134,000 |
-5,833 |
|
Patriot Investment Management Inc. |
109 |
- |
2024-03-31 |
16,145 |
$985,000 |
-300 |
|
PICTET ASSET MANAGEMENT SA |
995 |
- |
2023-06-30 |
15,500 |
$948,000 |
-32,632 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
258 |
- |
2024-03-31 |
13,356 |
$815,000 |
-581 |
|
Advisor Group Holdings Inc. |
2557 |
- |
2024-03-31 |
12,646 |
$772,000 |
-136 |
|
BANK OF NEW YORK MELLON CORP |
3313 |
- |
2024-03-31 |
11,334 |
$692,000 |
-32 |
|
WealthBridge Capital Management LLC |
78 |
- |
2024-03-31 |
11,069 |
$676,000 |
-200 |
|
STIFEL FINANCIAL CORP |
2478 |
- |
2024-03-31 |
10,061 |
$614,000 |
-1,064 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1176 |
- |
2023-09-30 |
10,361 |
$591,000 |
-22,502 |
|
Bulltick Wealth Management LLC |
83 |
- |
2024-03-31 |
6,936 |
$423,000 |
-3,443 |
|
HIGHTOWER ADVISORS, LLC |
2352 |
- |
2024-03-31 |
6,929 |
$423,000 |
-882 |
|
FINANCIAL NETWORK |
2108 |
- |
2024-03-31 |
6,162 |
$376,000 |
-257 |
|
J P MORGAN CHASE & CO |
3888 |
- |
2024-03-31 |
6,108 |
$373,000 |
-4,788 |
|
EHRLICH FINANCIAL GROUP |
69 |
- |
2024-03-31 |
6,011 |
$367,000 |
-1,449 |
|
GSA CAPITAL PARTNERS LLP |
1167 |
- |
2024-03-31 |
5,322 |
$325,000 |
-3,444 |
|
Atria Wealth Solutions Inc. |
1507 |
- |
2024-03-31 |
5,235 |
$319,000 |
-13,657 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
571 |
- |
2024-03-31 |
4,705 |
$288,000 |
-1,000 |
|
Private Advisor Group LLC |
1899 |
- |
2024-03-31 |
4,471 |
$273,000 |
-150 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1987 |
- |
2024-03-31 |
4,277 |
$261,000 |
-29 |
|
Integrated Wealth Concepts LLC |
1401 |
- |
2024-03-31 |
4,067 |
$248,000 |
-1,203 |
|
COMERICA BANK |
2227 |
- |
2024-03-31 |
3,959 |
$242,000 |
-286 |
|
PATRON PARTNERS ADVISORS LLC |
159 |
- |
2024-03-31 |
3,377 |
$206,000 |
-218 |
|
MCCORMACK ADVISORS INTERNATIONAL |
1027 |
- |
2024-03-31 |
3,291 |
$201,000 |
-548 |
|
Mine & Arao Wealth Creation & Management LLC. |
90 |
- |
2024-03-31 |
2,107 |
$129,000 |
-163 |
|
Geneos Wealth Management Inc. |
975 |
- |
2024-03-31 |
1,088 |
$66,000 |
-79 |
|
BANK OF MONTREAL /CAN/ |
3018 |
- |
2024-03-31 |
800 |
$50,000 |
-374 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
297 |
- |
2023-06-30 |
615 |
$38,000 |
-30 |
|
PNC FINANCIAL SERVICES GROUP INC |
3367 |
- |
2024-03-31 |
360 |
$22,000 |
-1 |
|
Sunbelt Securities Inc. |
1104 |
- |
2024-03-31 |
273 |
$17,000 |
-300 |
|
Financial Advisory Service Inc. |
420 |
- |
2024-03-31 |
100 |
$6,000 |
-16 |
|
SYSTM Wealth Solutions LLC |
885 |
- |
2024-03-31 |
33 |
$2,000 |
-236 |
|
SIGNATUREFD, LLC |
2921 |
- |
2024-03-31 |
20 |
$1,000 |
-36 |
|
|
50 Records found
|
1
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