|
Institutional
Holders
Total
Institutions:
|
693 26 |
|
Total
shares held :
|
33,001,928 |
|
% of shares
held :
|
64.89% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
92 |
|
Amount
of shares held :
|
66,246 |
|
% of shares
held change :
|
0.13% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$229.16 |
|
Last
Quarter's Ending
Price :
|
$259.51 |
|
Last
Quarter's Average
Price :
|
$242.60 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
35.32 (14.56%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1 |
- |
2024-03-31 |
6,879,652 |
$1,971,777,000 |
-11,042 |
|
Cassaday & Co Wealth Management LLC |
1 |
- |
2024-03-31 |
3,504,773 |
$1,004,503,000 |
-222,362 |
|
BANK OF AMERICA CORP /DE/ |
341 |
- |
2024-03-31 |
1,758,645 |
$504,045,000 |
-154 |
|
LINCOLN NATIONAL CORP |
2 |
- |
2024-03-31 |
925,763 |
$265,333,000 |
-16,927 |
|
WELLS FARGO & CO/MN |
245 |
- |
2024-03-31 |
888,044 |
$254,522,000 |
-439 |
|
ENVESTNET ASSET MANAGEMENT INC |
219 |
- |
2024-03-31 |
828,204 |
$237,372,000 |
-19,146 |
|
PNC FINANCIAL SERVICES GROUP INC |
118 |
- |
2024-03-31 |
641,022 |
$183,723,000 |
-23,832 |
|
Advisor Group Holdings Inc. |
89 |
- |
2024-03-31 |
352,972 |
$101,169,000 |
-424,055 |
|
HIGHTOWER ADVISORS, LLC |
177 |
- |
2024-03-31 |
267,276 |
$76,610,000 |
-8,246 |
|
CAPTRUST FINANCIAL ADVISORS |
112 |
- |
2024-03-31 |
188,754 |
$54,099,000 |
-15,388 |
|
HENGEHOLD CAPITAL MANAGEMENT LLC |
3 |
- |
2024-03-31 |
166,156 |
$47,622,000 |
-2,130 |
|
One Capital Management LLC |
15 |
- |
2024-03-31 |
159,884 |
$45,824,000 |
-533 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
307 |
- |
2024-03-31 |
140,416 |
$40,245,000 |
-3,578 |
|
CREATIVE PLANNING |
164 |
- |
2024-03-31 |
138,534 |
$39,705,000 |
-7,370 |
|
Strategic Investment Advisors / MI |
5 |
- |
2024-03-31 |
125,052 |
$35,841,000 |
-1,736 |
|
American Trust |
11 |
- |
2023-12-31 |
128,842 |
$33,436,000 |
-92,781 |
|
FC Advisory LLC |
1 |
- |
2024-03-31 |
107,289 |
$30,750,000 |
-3,659 |
|
Beacon Pointe Advisors LLC |
64 |
- |
2024-03-31 |
102,829 |
$29,472,000 |
-2,539 |
|
McMahon Financial Advisors LLC |
3 |
- |
2024-03-31 |
102,076 |
$29,256,000 |
-3,489 |
|
Royal Fund Management LLC |
2 |
- |
2024-03-31 |
86,917 |
$24,932,000 |
-2,526 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
20 |
- |
2024-03-31 |
77,784 |
$22,294,000 |
-2,247 |
|
BB&T CORP |
385 |
- |
2024-03-31 |
77,054 |
$22,084,000 |
-3,375 |
|
Greytown Advisors Inc. |
2 |
- |
2024-03-31 |
75,258 |
$21,570,000 |
-11,787 |
|
Zeit Capital LLC |
2 |
- |
2024-03-31 |
65,772 |
$18,851,000 |
-9,365 |
|
Blackston Financial Advisory Group LLC |
1 |
- |
2024-03-31 |
62,357 |
$17,872,000 |
-1,861 |
|
IEQ CAPITAL LLC |
69 |
- |
2024-03-31 |
54,537 |
$15,631,000 |
-299 |
|
SAVANT CAPITAL MANAGEMENT INC |
97 |
- |
2024-03-31 |
54,278 |
$15,557,000 |
-1,908 |
|
ETF Portfolio Partners Inc. |
6 |
- |
2024-03-31 |
52,273 |
$14,982,000 |
-9,415 |
|
Harwood Advisory Group LLC |
2 |
- |
2024-03-31 |
51,267 |
$14,694,000 |
-2,535 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
73 |
- |
2024-03-31 |
50,512 |
$14,477,000 |
-16,777 |
|
US BANCORP |
363 |
- |
2024-03-31 |
49,118 |
$14,079,000 |
-1,836 |
|
TWO SIGMA INVESTMENTS LLC |
488 |
- |
2024-03-31 |
47,900 |
$13,729,000 |
-40,000 |
|
Gladstone Institutional Advisory LLC |
26 |
- |
2024-03-31 |
43,271 |
$12,402,000 |
-10,873 |
|
ALPS ADVISERS INC |
127 |
- |
2024-03-31 |
42,280 |
$12,118,000 |
-645 |
|
AE Wealth Management LLC |
198 |
- |
2024-03-31 |
39,582 |
$11,345,000 |
-162,565 |
|
TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC |
11 |
- |
2024-03-31 |
38,582 |
$11,058,000 |
-53 |
|
Focused Wealth Management Inc |
14 |
- |
2024-03-31 |
37,353 |
$10,706,000 |
-1,155 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
624 |
- |
2024-03-31 |
36,100 |
$10,347,000 |
-2,000 |
|
Cypress Wealth Services LLC |
9 |
- |
2024-03-31 |
30,975 |
$8,878,000 |
-432 |
|
VALICENTI ADVISORY SERVICES INC |
14 |
- |
2024-03-31 |
29,703 |
$8,513,000 |
-374 |
|
Kingsview Wealth Management LLC |
110 |
- |
2024-03-31 |
28,682 |
$8,220,000 |
-6,168 |
|
Checchi Capital Advisers LLC |
44 |
- |
2024-03-31 |
28,657 |
$8,213,000 |
-49 |
|
Emerald Investment Partners LLC |
17 |
- |
2024-03-31 |
28,265 |
$8,101,000 |
-13,939 |
|
KISTLERTIFFANY COMPANIES, LLC |
12 |
- |
2023-06-30 |
34,269 |
$8,064,000 |
-631 |
|
Center For Asset Management LLC |
2 |
- |
2024-03-31 |
27,922 |
$8,003,000 |
-665 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
86 |
- |
2024-03-31 |
26,321 |
$7,544,000 |
-763 |
|
Fundamentun LLC |
43 |
- |
2024-03-31 |
25,216 |
$7,227,000 |
-28,834 |
|
CAPSTONE WEALTH MANAGEMENT GROUP LLC |
5 |
- |
2024-03-31 |
23,431 |
$6,716,000 |
-1,108 |
|
ACCREDITED INVESTORS INC. |
35 |
- |
2024-03-31 |
22,771 |
$6,526,000 |
-322 |
|
SYNOVUS FINANCIAL CORP |
145 |
- |
2024-03-31 |
21,491 |
$6,160,000 |
-761 |
|
Streettalk Advisors LLC |
51 |
- |
2024-03-31 |
21,055 |
$6,035,000 |
-8,912 |
|
Goss Wealth Management LLC |
348 |
- |
2024-03-31 |
20,296 |
$5,817,000 |
-136,663 |
|
Stone Asset Management Inc. |
4 |
- |
2023-03-31 |
26,898 |
$5,501,000 |
-16,349 |
|
MONETA GROUP INVESTMENT ADVISORS INC |
104 |
- |
2023-12-31 |
20,336 |
$5,277,000 |
-107 |
|
Sharkey Howes & Javer |
22 |
- |
2024-03-31 |
18,151 |
$5,202,000 |
-96 |
|
Asset Management Resources LLC |
|
- |
2023-12-31 |
19,959 |
$5,179,000 |
-4,472 |
|
IFRAH FINANCIAL SERVICES INC |
22 |
- |
2024-03-31 |
17,538 |
$5,027,000 |
-618 |
|
Jackson Wealth Management LLC |
34 |
- |
2023-12-31 |
17,762 |
$4,609,000 |
-18,357 |
|
FISCHER INVESTMENT STRATEGIES LLC |
10 |
- |
2024-03-31 |
16,012 |
$4,589,000 |
-2,819 |
|
Ameritas Advisory Services LLC |
111 |
- |
2024-03-31 |
15,691 |
$4,412,000 |
-7,541 |
|
BDO Wealth Advisors LLC |
43 |
- |
2023-06-30 |
17,246 |
$4,058,000 |
-182 |
|
CMC Financial Group |
6 |
- |
2024-03-31 |
13,835 |
$3,965,000 |
-11,024 |
|
SILVER OAK SECURITIES Inc |
38 |
- |
2024-03-31 |
13,392 |
$3,838,000 |
-8,744 |
|
Alpha Cubed Investments LLC |
69 |
- |
2024-03-31 |
12,884 |
$3,693,000 |
-775 |
|
Baird Financial Group Inc. |
772 |
- |
2024-03-31 |
12,520 |
$3,588,000 |
-93 |
|
HORIZON INVESTMENT SERVICES LLC |
22 |
- |
2024-03-31 |
11,538 |
$3,307,000 |
-81 |
|
Forum Private Client Group LLC |
19 |
- |
2024-03-31 |
11,425 |
$3,275,000 |
-927 |
|
Robertson Stephens Wealth Management LLC |
104 |
- |
2024-03-31 |
11,400 |
$3,267,000 |
-296 |
|
FTB Advisors Inc. |
168 |
- |
2024-03-31 |
11,370 |
$3,259,000 |
-19 |
|
HILLTOP WEALTH ADVISORS LLC |
15 |
- |
2024-03-31 |
10,897 |
$3,123,000 |
-317 |
|
ENCOMPASS WEALTH ADVISORS LLC |
17 |
- |
2024-03-31 |
10,635 |
$3,048,000 |
-4 |
|
Silicon Valley Capital Partners |
34 |
- |
2024-03-31 |
10,176 |
$2,917,000 |
-623 |
|
Richard P Slaughter Associates Inc |
30 |
- |
2024-03-31 |
10,093 |
$2,893,000 |
-287 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
362 |
- |
2024-03-31 |
10,005 |
$2,867,000 |
-226 |
|
BALLENTINE FINN & COMPANY INC |
119 |
- |
2024-03-31 |
9,959 |
$2,854,000 |
-115 |
|
Consolidated Portfolio Review Corp |
40 |
- |
2024-03-31 |
9,400 |
$2,694,000 |
-718 |
|
USAdvisors Wealth Management LLC |
34 |
- |
2024-03-31 |
9,350 |
$2,688,000 |
-153 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
69 |
- |
2024-03-31 |
9,303 |
$2,666,000 |
-32 |
|
Sheridan Capital Management LLC |
12 |
- |
2024-03-31 |
8,895 |
$2,549,000 |
-3,582 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
89 |
- |
2023-06-30 |
10,346 |
$2,434,000 |
-338 |
|
Breakwater Capital Group |
44 |
- |
2024-03-31 |
8,437 |
$2,418,000 |
-465 |
|
ATRIA INVESTMENTS LLC |
586 |
- |
2024-03-31 |
8,342 |
$2,391,000 |
-747 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
2542 |
- |
2024-03-31 |
8,263 |
$2,368,000 |
-821 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
52 |
- |
2023-12-31 |
9,054 |
$2,350,000 |
-615 |
|
TRUSTCORE FINANCIAL SERVICES LLC |
63 |
- |
2022-12-31 |
13,184 |
$2,269,000 |
-99 |
|
VALMARK ADVISERS INC |
155 |
- |
2024-03-31 |
7,895 |
$2,263,000 |
-80 |
|
NWAM LLC |
119 |
- |
2024-03-31 |
7,659 |
$2,185,000 |
-83 |
|
BANK OF HAWAII |
81 |
- |
2024-03-31 |
7,567 |
$2,169,000 |
-66 |
|
NATIONAL ASSET MANAGEMENT, INC. |
336 |
- |
2024-03-31 |
9,357 |
$2,123,000 |
-1,250 |
|
AXXCESS WEALTH MANAGEMENT LLC |
241 |
- |
2024-03-31 |
7,064 |
$2,024,000 |
-32,033 |
|
GSA CAPITAL PARTNERS LLP |
122 |
- |
2024-03-31 |
6,800 |
$1,949,000 |
-400 |
|
Sovereign Financial Group Inc. |
34 |
- |
2024-03-31 |
6,720 |
$1,926,000 |
-28 |
|
Wealthcare Advisory Partners LLC |
244 |
- |
2024-03-31 |
6,459 |
$1,851,000 |
-1,744 |
|
Pinnacle Bank |
32 |
- |
2024-03-31 |
6,271 |
$1,797,000 |
-215 |
|
Garden State Investment Advisory Services LLC |
35 |
- |
2024-03-31 |
6,203 |
$1,778,000 |
-7 |
|
Camden Capital LLC |
76 |
- |
2024-03-31 |
6,073 |
$1,741,000 |
-28 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
431 |
- |
2024-03-31 |
5,920 |
$1,697,000 |
-397 |
|
Echo Wealth Management LLC |
20 |
- |
2024-03-31 |
5,696 |
$1,633,000 |
-705 |
|
OLD NATIONAL BANCORP /IN/ |
241 |
- |
2024-03-31 |
5,567 |
$1,596,000 |
-3,286 |
|
LifePlan Financial LLC |
15 |
- |
2024-03-31 |
5,436 |
$1,558,000 |
-476 |
|
|
100 Records found
|
1
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