|
Institutional
Holders
Total
Institutions:
|
113 2 |
|
Total
shares held :
|
29,692,015 |
|
% of shares
held :
|
43.7% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
Amount
of shares held :
|
-1,250,366 |
|
% of shares
held change :
|
-1.84% |
|
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 |
Jordan Park Group LLC |
2 |
- |
2024-03-31 |
11,579,722 |
$254,291,000 |
13,216 |
|
BANK OF AMERICA CORP /DE/ |
894 |
- |
2024-03-31 |
4,587,127 |
$100,733,000 |
-502,000 |
|
RICHARD BERNSTEIN ADVISORS LLC |
14 |
- |
2024-03-31 |
3,461,371 |
$76,012,000 |
-194,921 |
|
JANE STREET GROUP LLC |
339 |
- |
2024-03-31 |
1,459,574 |
$32,052,000 |
1,288,795 |
|
ENVESTNET ASSET MANAGEMENT INC |
1143 |
- |
2024-03-31 |
873,355 |
$19,179,000 |
-3,435 |
|
ROYAL BANK OF CANADA |
1224 |
- |
2024-03-31 |
750,959 |
$16,491,000 |
-15,328 |
|
LPL FINANCIAL CORP |
1154 |
- |
2024-03-31 |
595,737 |
$13,082,000 |
-41,874 |
|
BANK OF NEW YORK MELLON CORP |
1876 |
- |
2024-03-31 |
538,027 |
$11,815,000 |
-50,393 |
|
BANK OF MONTREAL /CAN/ |
837 |
- |
2024-03-31 |
496,493 |
$10,903,000 |
408,854 |
|
Rockefeller Capital Management L.P. |
470 |
- |
2024-03-31 |
494,797 |
$10,866,000 |
-48,644 |
|
Brandywine Oak Private Wealth LLC |
18 |
- |
2024-03-31 |
485,185 |
$10,655,000 |
55 |
|
LAKE STREET FINANCIAL LLC |
16 |
- |
2024-03-31 |
367,995 |
$8,081,000 |
10,613 |
|
Cetera Investment Advisers |
754 |
- |
2024-03-31 |
366,265 |
$8,043,000 |
144,985 |
|
ETF Store Inc. |
4 |
- |
2024-03-31 |
325,750 |
$7,153,000 |
16,619 |
|
STIFEL FINANCIAL CORP |
995 |
- |
2024-03-31 |
301,403 |
$6,619,000 |
-73,493 |
|
EWG Elevate Inc. |
16 |
- |
2024-03-31 |
245,699 |
$5,396,000 |
3,893 |
|
MULTIFINANCIAL SECURITIES CORP |
467 |
- |
2024-03-31 |
223,979 |
$4,919,000 |
139,290 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1007 |
- |
2024-03-31 |
218,763 |
$4,804,000 |
22,894 |
|
MML INVESTORS SERVICES LLC |
687 |
- |
2024-03-31 |
201,645 |
$4,428,000 |
7,810 |
|
ALM First Financial Advisors LLC |
14 |
- |
2024-03-31 |
200,000 |
$4,392,000 |
0 |
|
Brendel Financial Advisors LLC |
|
- |
2024-03-31 |
154,446 |
$3,392,000 |
345 |
|
CAPTRUST FINANCIAL ADVISORS |
629 |
- |
2024-03-31 |
147,010 |
$3,228,000 |
-3,946 |
|
U.S. Capital Wealth Advisors LLC |
193 |
- |
2024-03-31 |
118,975 |
$2,613,000 |
6,300 |
|
Columbus Macro LLC |
25 |
- |
2024-03-31 |
113,817 |
$2,499,000 |
940 |
|
VIRTU FINANCIAL LLC |
98 |
- |
2024-03-31 |
107,136 |
$2,353,000 |
-70,248 |
|
AE Wealth Management LLC |
479 |
- |
2024-03-31 |
92,265 |
$2,026,000 |
-29,478 |
|
Advisor Group Holdings Inc. |
1696 |
- |
2024-03-31 |
90,460 |
$1,986,000 |
-29,001 |
|
FLOW TRADERS U.S. LLC |
187 |
- |
2024-03-31 |
85,694 |
$1,882,000 |
85,694 |
|
Cambria Investment Management L.P. |
126 |
- |
2024-03-31 |
84,633 |
$1,859,000 |
-523,842 |
|
BKM Wealth Management LLC |
37 |
- |
2024-03-31 |
82,103 |
$1,803,000 |
3,202 |
|
HIGHTOWER ADVISORS, LLC |
1469 |
- |
2024-03-31 |
81,247 |
$1,785,000 |
4,255 |
|
Clear Point Advisors Inc. |
13 |
- |
2024-03-31 |
80,624 |
$1,771,000 |
1,033 |
|
Kades & Cheifetz LLC |
28 |
- |
2024-03-31 |
77,928 |
$1,711,000 |
955 |
|
Cherry Creek Investment Advisors Inc. |
27 |
*New |
2024-03-31 |
76,834 |
$1,687,000 |
76,834 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1933 |
- |
2024-03-31 |
69,090 |
$1,517,000 |
7,632 |
|
J P MORGAN CHASE & CO |
3165 |
- |
2024-03-31 |
65,001 |
$1,427,000 |
-2,750 |
|
Aptus Capital Advisors LLC |
334 |
*New |
2024-03-31 |
61,753 |
$1,356,000 |
61,753 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
195 |
- |
2024-03-31 |
59,807 |
$1,313,000 |
-2,582 |
|
Financial Guidance Group Inc. |
24 |
- |
2024-03-31 |
58,238 |
$1,279,000 |
3,550 |
|
FINANCIAL NETWORK |
1341 |
- |
2024-03-31 |
53,586 |
$1,177,000 |
-25,479 |
|
IMCCHICAGO, LLC |
217 |
*New |
2024-03-31 |
46,917 |
$1,030,000 |
46,917 |
|
MORGAN STANLEY |
4793 |
- |
2024-03-31 |
45,749 |
$1,005,000 |
251 |
|
IEQ CAPITAL LLC |
492 |
- |
2024-03-31 |
39,858 |
$875,000 |
0 |
|
Financial Advocates Investment Management |
351 |
- |
2024-03-31 |
36,483 |
$801,000 |
-1,020 |
|
Semus Wealth Partners LLC |
34 |
- |
2024-03-31 |
35,086 |
$770,000 |
-7,962 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1906 |
- |
2024-03-31 |
34,871 |
$766,000 |
903 |
|
China Universal Asset Management Co. Ltd. |
152 |
- |
2024-03-31 |
32,000 |
$703,000 |
12,000 |
|
JANNEY MONTGOMERY SCOTT LLC |
1729 |
- |
2024-03-31 |
31,252 |
$686,000 |
-3,502 |
|
EQ LLC |
38 |
- |
2024-03-31 |
29,011 |
$637,000 |
2,728 |
|
Private Advisor Group LLC |
1413 |
- |
2024-03-31 |
26,942 |
$592,000 |
-660 |
|
Jackson Hole Capital Partners LLC |
116 |
- |
2024-03-31 |
26,880 |
$590,000 |
0 |
|
SMITH MOORE & CO. |
250 |
- |
2024-03-31 |
25,578 |
$562,000 |
-2,750 |
|
Tactive Advisors LLC |
42 |
- |
2023-12-31 |
25,435 |
$519,000 |
9,248 |
|
Almanack Investment Partners LLC. |
110 |
- |
2024-03-31 |
20,345 |
$447,000 |
850 |
|
RAYMOND JAMES & ASSOCIATES |
3083 |
- |
2024-03-31 |
20,200 |
$444,000 |
-75,508 |
|
PFG Advisors |
430 |
- |
2024-03-31 |
19,762 |
$434,000 |
0 |
|
RENAISSANCE TECHNOLOGIES LLC |
2930 |
- |
2024-03-31 |
19,200 |
$422,000 |
-95,700 |
|
EHRLICH FINANCIAL GROUP |
64 |
- |
2024-03-31 |
18,428 |
$405,000 |
1,646 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
249 |
- |
2024-03-31 |
17,623 |
$387,000 |
0 |
|
ESSEX FINANCIAL SERVICES INC |
371 |
- |
2024-03-31 |
17,539 |
$385,000 |
308 |
|
DMG Group LLC |
91 |
- |
2024-03-31 |
17,092 |
$375,000 |
-1,082 |
|
TrinityPoint Wealth LLC |
233 |
- |
2024-03-31 |
15,708 |
$345,000 |
-397 |
|
Goss Wealth Management LLC |
1555 |
- |
2024-03-31 |
15,526 |
$341,000 |
11,805 |
|
PATRON PARTNERS ADVISORS LLC |
124 |
- |
2024-03-31 |
15,374 |
$338,000 |
-1,361 |
|
PRINCIPAL SECURITIES INC. |
830 |
- |
2024-03-31 |
14,518 |
$319,000 |
1,471 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2795 |
- |
2024-03-31 |
14,254 |
$313,000 |
2,499 |
|
Kraft Davis & Associates LLC |
103 |
- |
2024-03-31 |
12,767 |
$297,000 |
0 |
|
HRT FINANCIAL LLC |
1466 |
- |
2024-03-31 |
13,526 |
$297,000 |
13,526 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1062 |
- |
2024-03-31 |
15,522 |
$284,000 |
3,550 |
|
IFP Advisors Inc |
780 |
- |
2023-12-31 |
13,688 |
$279,000 |
950 |
|
Evanson Asset Management LLC |
256 |
- |
2024-03-31 |
12,204 |
$268,000 |
0 |
|
WOODMONT INVESTMENT COUNSEL LLC |
232 |
- |
2024-03-31 |
12,116 |
$266,000 |
0 |
|
Stratos Wealth Advisors LLC |
573 |
- |
2024-03-31 |
12,035 |
$264,000 |
0 |
|
Inscription Capital LLC |
147 |
*New |
2024-03-31 |
11,224 |
$261,000 |
11,224 |
|
BB&T CORP |
2338 |
- |
2024-03-31 |
11,715 |
$257,000 |
-11 |
|
Envestnet Portfolio Solutions Inc. |
1444 |
*New |
2024-03-31 |
11,534 |
$253,000 |
11,534 |
|
CI Private Wealth LLC |
1982 |
- |
2024-03-31 |
11,264 |
$247,000 |
-270 |
|
Beacon Financial Advisory LLC |
208 |
- |
2024-03-31 |
11,210 |
$246,000 |
0 |
|
Financial Strategies Group Inc. |
74 |
- |
2024-03-31 |
10,563 |
$245,000 |
0 |
|
COMERICA BANK |
2228 |
- |
2024-03-31 |
10,996 |
$241,000 |
-1,325 |
|
Western Wealth Management LLC |
575 |
- |
2024-03-31 |
10,825 |
$238,000 |
450 |
|
Leo Wealth LLC |
295 |
- |
2024-03-31 |
10,542 |
$234,000 |
0 |
|
Integrys Wealth Advisors LLC |
133 |
*New |
2024-03-31 |
10,525 |
$231,000 |
10,525 |
|
Steward Partners Investment Advisory LLC |
1399 |
- |
2024-03-31 |
9,650 |
$212,000 |
150 |
|
RSM US WEALTH MANAGEMENT LLC |
620 |
*New |
2024-03-31 |
9,538 |
$209,000 |
9,538 |
|
LexAurum Advisors LLC |
275 |
*New |
2024-03-31 |
9,427 |
$207,000 |
9,427 |
|
Lido Advisors LLC |
1116 |
- |
2024-03-31 |
9,190 |
$202,000 |
-4,433 |
|
Castle Rock Wealth Management LLC |
229 |
*New |
2024-03-31 |
8,847 |
$202,000 |
8,847 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1602 |
- |
2024-03-31 |
7,662 |
$168,000 |
221 |
|
Householder Group Estate & Retirement Specialist L |
331 |
- |
2024-03-31 |
5,092 |
$112,000 |
0 |
|
WELLS FARGO & CO/MN |
4457 |
- |
2024-03-31 |
3,624 |
$80,000 |
-20 |
|
Pineridge Advisors LLC |
101 |
- |
2024-03-31 |
3,591 |
$79,000 |
614 |
|
Venturi Wealth Management LLC |
456 |
- |
2024-03-31 |
3,279 |
$72,000 |
-25 |
|
Sugarloaf Wealth Management LLC |
263 |
- |
2024-03-31 |
3,087 |
$68,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1419 |
- |
2023-12-31 |
2,642 |
$54,000 |
0 |
|
Trivant Custom Portfolio Group LLC |
102 |
- |
2024-03-31 |
2,000 |
$44,000 |
0 |
|
Ronald Blue Trust Inc. |
972 |
- |
2024-03-31 |
1,920 |
$42,000 |
536 |
|
WFA Asset Management Corp |
128 |
- |
2024-03-31 |
1,500 |
$33,000 |
0 |
|
TCTC HOLDINGS, LLC |
341 |
- |
2024-03-31 |
1,517 |
$33,000 |
0 |
|
WHITTIER TRUST CO OF NEVADA INC |
789 |
- |
2024-03-31 |
1,317 |
$29,000 |
0 |
|
|
100 Records found
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1
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