|
Institutional
Holders
Total
Institutions:
|
239 6 |
|
Total
shares held :
|
88,738,813 |
|
% of shares
held :
|
22.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
4,343,628 |
|
% of shares
held change :
|
1.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.26 |
|
Last
Quarter's Ending
Price :
|
$49.39 |
|
Last
Quarter's Average
Price :
|
$49.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.22 (0.45%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
30
|
1,321,264
|
1.49%
|
|
|
Increased
Positions : |
100
|
10,555,709
|
11.9%
|
|
|
Unchanged
Positions : |
26
|
3,072,369
|
3.46%
|
|
|
Decreased
Positions : |
83
|
-6,337,031
|
-7.14%
|
|
|
Closed
Positions : |
36
|
-1,196,314
|
-1.35%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
J P MORGAN CHASE & CO |
185 |
- |
2024-03-31 |
25,058,016 |
$1,245,383,000 |
-1,105,445 |
|
BANK OF AMERICA CORP /DE/ |
424 |
- |
2024-03-31 |
7,199,800 |
$357,830,000 |
-384,960 |
|
WELLS FARGO & CO/MN |
322 |
- |
2024-03-31 |
3,475,132 |
$172,714,000 |
-231,057 |
|
ROYAL BANK OF CANADA |
487 |
- |
2024-03-31 |
2,018,208 |
$100,305,000 |
-187,472 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
170 |
- |
2024-03-31 |
1,609,666 |
$80,000,000 |
-389,186 |
|
Crane Advisory LLC |
6 |
- |
2024-03-31 |
874,199 |
$43,282,000 |
-44,913 |
|
Avestar Capital LLC |
9 |
- |
2024-03-31 |
435,547 |
$21,647,000 |
-187,614 |
|
Summit Global Investments |
|
- |
2024-03-31 |
347,329 |
$17,262,000 |
-409,591 |
|
FLOW TRADERS U.S. LLC |
22 |
- |
2024-03-31 |
289,759 |
$14,401,000 |
-584,150 |
|
Arete Wealth Advisors LLC |
14 |
- |
2024-03-31 |
245,368 |
$12,195,000 |
-37,747 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
428 |
- |
2024-03-31 |
235,746 |
$11,717,000 |
-18,049 |
|
CATALYST CAPITAL ADVISORS LLC |
60 |
- |
2024-03-31 |
122,165 |
$6,072,000 |
-10,000 |
|
Private Advisor Group LLC |
413 |
- |
2024-03-31 |
116,127 |
$5,772,000 |
-108,259 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
865 |
- |
2024-03-31 |
92,241 |
$4,585,000 |
-10,806 |
|
AMERIPRISE FINANCIAL INC |
2360 |
- |
2024-03-31 |
90,460 |
$4,496,000 |
-40,439 |
|
Atria Wealth Solutions Inc. |
383 |
- |
2024-03-31 |
83,801 |
$4,165,000 |
-9,020 |
|
Rockefeller Capital Management L.P. |
751 |
- |
2024-03-31 |
81,797 |
$4,065,000 |
-50,629 |
|
WCG Wealth Advisors LLC |
78 |
- |
2024-03-31 |
71,164 |
$3,537,000 |
-27,559 |
|
IFP Advisors Inc |
135 |
- |
2023-12-31 |
68,982 |
$3,407,000 |
-6,683 |
|
Americana Partners LLC |
96 |
- |
2024-03-31 |
66,145 |
$3,287,000 |
-7,210 |
|
Grant/GrossMendelsohn LLC |
18 |
- |
2024-03-31 |
64,326 |
$3,187,000 |
-2,717 |
|
Marmo Financial Group LLC |
13 |
- |
2024-03-31 |
57,462 |
$2,856,000 |
-41,715 |
|
FLAGSHIP HARBOR ADVISORS LLC |
126 |
- |
2024-03-31 |
53,720 |
$2,670,000 |
-644,403 |
|
SAXON INTERESTS INC. |
20 |
- |
2024-03-31 |
49,448 |
$2,458,000 |
-1,424 |
|
Ellenbecker Investment Group |
22 |
- |
2024-03-31 |
47,725 |
$2,372,000 |
-2,579 |
|
SAM Advisors LLC |
20 |
- |
2024-03-31 |
45,431 |
$2,258,000 |
-3,827 |
|
Integrated Wealth Concepts LLC |
481 |
- |
2024-03-31 |
44,862 |
$2,230,000 |
-5,850 |
|
Resources Investment Advisors Inc. |
352 |
- |
2024-03-31 |
37,369 |
$1,857,000 |
-9,154 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
164 |
- |
2024-03-31 |
36,084 |
$1,793,000 |
-3,283 |
|
CAMARDA FINANCIAL ADVISORS, LLC |
46 |
- |
2024-03-31 |
35,125 |
$1,746,000 |
-1,910 |
|
Wealthfront Advisers LLC |
511 |
- |
2024-03-31 |
34,951 |
$1,737,000 |
-7,948 |
|
First Citizens Financial Corp |
29 |
- |
2024-03-31 |
34,128 |
$1,696,000 |
-1,929 |
|
PRIVATE TRUST CO NA |
136 |
- |
2024-03-31 |
31,596 |
$1,570,000 |
-1,171 |
|
Symphony Financial Ltd. Co. |
67 |
- |
2024-03-31 |
30,843 |
$1,533,000 |
-450 |
|
AE Wealth Management LLC |
555 |
- |
2024-03-31 |
30,204 |
$1,501,000 |
-248,163 |
|
DRIVE WEALTH MANAGEMENT LLC |
45 |
- |
2024-03-31 |
29,055 |
$1,444,000 |
-26,006 |
|
Team Financial Group LLC |
15 |
- |
2024-03-31 |
28,142 |
$1,399,000 |
-25,528 |
|
Mutual Advisors LLC |
389 |
- |
2024-03-31 |
26,266 |
$1,305,000 |
-7,562 |
|
JANE STREET GROUP LLC |
2764 |
- |
2024-03-31 |
26,071 |
$1,296,000 |
-35,880 |
|
V Wealth ManagementLLC |
22 |
- |
2023-09-30 |
25,362 |
$1,255,000 |
-102,386 |
|
BOS Asset Management LLC |
38 |
- |
2024-03-31 |
22,637 |
$1,125,000 |
-11,295 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
143 |
- |
2024-03-31 |
21,588 |
$1,073,000 |
-161,468 |
|
Good Life Advisors LLC |
166 |
- |
2024-03-31 |
19,947 |
$991,000 |
-3,519 |
|
MidWestOne Financial Group Inc. |
152 |
- |
2024-03-31 |
18,910 |
$940,000 |
-7,912 |
|
Koshinski Asset Management Inc. |
227 |
- |
2024-03-31 |
17,630 |
$876,000 |
-9,771 |
|
Client First Investment Management LLC |
18 |
- |
2024-03-31 |
16,281 |
$809,000 |
-3,408 |
|
Insight Wealth Partners LLC |
41 |
- |
2024-03-31 |
15,214 |
$756,000 |
-4,555 |
|
PRIVATE CAPITAL MANAGEMENT LLC |
74 |
- |
2024-03-31 |
14,522 |
$722,000 |
-25,151 |
|
GREAT VALLEY ADVISOR GROUP INC. |
424 |
- |
2024-03-31 |
14,291 |
$710,000 |
-6,268 |
|
CONDOR CAPITAL MANAGEMENT |
141 |
- |
2024-03-31 |
12,361 |
$614,000 |
-567 |
|
HARBOUR INVESTMENTS INC. |
528 |
- |
2023-12-31 |
10,358 |
$512,000 |
-1,931 |
|
NATIONAL ASSET MANAGEMENT, INC. |
785 |
- |
2024-03-31 |
10,206 |
$505,000 |
-3 |
|
ESSEX FINANCIAL SERVICES INC |
340 |
- |
2024-03-31 |
9,171 |
$456,000 |
-130 |
|
JONES FINANCIAL COMPANIES LLLP |
351 |
- |
2024-03-31 |
8,476 |
$421,000 |
-4,074 |
|
Pallas Capital Advisors LLC |
313 |
- |
2024-03-31 |
7,915 |
$393,000 |
-1,832 |
|
Carnick & Kubik Group LLC |
166 |
- |
2024-03-31 |
7,620 |
$379,000 |
-69,416 |
|
Clear Creek Financial Management LLC |
289 |
- |
2024-03-31 |
7,477 |
$372,000 |
-601 |
|
Comprehensive Financial Consultants Institutional |
131 |
- |
2024-03-31 |
7,053 |
$351,000 |
-810 |
|
MCF Advisors LLC |
166 |
- |
2024-03-31 |
7,012 |
$348,000 |
-2,273 |
|
Wescott Financial Advisory Group LLC |
128 |
- |
2024-03-31 |
6,761 |
$336,000 |
-20 |
|
Seed Wealth Management Inc. |
95 |
- |
2024-03-31 |
5,800 |
$287,000 |
-400 |
|
Aptus Capital Advisors LLC |
646 |
- |
2024-03-31 |
5,326 |
$265,000 |
-408 |
|
Elmwood Wealth Management Inc. |
118 |
- |
2024-03-31 |
4,443 |
$221,000 |
-1,356 |
|
InterOcean Capital Group LLC |
438 |
- |
2024-03-31 |
4,399 |
$219,000 |
-5,148 |
|
Strategic Blueprint LLC |
559 |
- |
2024-03-31 |
4,285 |
$213,000 |
-292 |
|
Sawtooth Asset Management Inc. |
965 |
- |
2023-12-31 |
4,240 |
$209,000 |
-1,426 |
|
Pineridge Advisors LLC |
53 |
- |
2024-03-31 |
4,191 |
$208,000 |
-11,797 |
|
Farther Finance Advisors LLC |
1083 |
- |
2024-03-31 |
1,330 |
$66,000 |
-3 |
|
ALPHAMARK ADVISORS LLC |
313 |
- |
2024-03-31 |
1,300 |
$65,000 |
-50 |
|
Pinnacle Bank |
379 |
- |
2024-03-31 |
1,134 |
$56,000 |
-143 |
|
|
70 Records found
|
1
|
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