|
Institutional
Holders
Total
Institutions:
|
145 17 |
|
Total
shares held :
|
47,135,216 |
|
% of shares
held :
|
52.37% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
85 |
|
Amount
of shares held :
|
12,030,990 |
|
% of shares
held change :
|
13.37% |
|
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 |
WELLS FARGO & CO/MN |
484 |
- |
2024-03-31 |
4,384,627 |
$98,479,000 |
2,314,640 |
|
CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 |
277 |
- |
2024-03-31 |
4,365,332 |
$98,045,000 |
2,555,581 |
|
Johnson Bixby & Associates LLC |
2 |
- |
2024-03-31 |
3,325,039 |
$74,680,000 |
404,967 |
|
UBS Group AG |
642 |
- |
2024-03-31 |
2,864,931 |
$64,346,000 |
557,537 |
|
LPL FINANCIAL CORP |
486 |
- |
2024-03-31 |
2,649,633 |
$59,511,000 |
698,962 |
|
Cetera Investment Advisers |
145 |
- |
2024-03-31 |
2,551,928 |
$57,316,000 |
2,295,444 |
|
WNY Asset Management LLC |
1 |
- |
2024-03-31 |
2,488,083 |
$55,882,000 |
335,363 |
|
ENVESTNET ASSET MANAGEMENT INC |
668 |
- |
2024-03-31 |
2,228,994 |
$50,063,000 |
436,353 |
|
Souders Financial Advisors |
1 |
- |
2024-03-31 |
2,098,985 |
$47,143,000 |
205,682 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
234 |
- |
2024-03-31 |
1,677,271 |
$37,671,000 |
253,727 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
299 |
- |
2024-03-31 |
1,651,521 |
$37,093,000 |
360,883 |
|
MULTIFINANCIAL SECURITIES CORP |
73 |
- |
2024-03-31 |
1,609,635 |
$36,152,000 |
158,419 |
|
MML INVESTORS SERVICES LLC |
157 |
- |
2024-03-31 |
1,604,867 |
$36,045,000 |
269,951 |
|
ROYAL BANK OF CANADA |
896 |
- |
2024-03-31 |
1,437,074 |
$32,277,000 |
788,941 |
|
Baird Financial Group Inc. |
255 |
- |
2024-03-31 |
1,379,757 |
$30,989,000 |
1,197,668 |
|
JANNEY MONTGOMERY SCOTT LLC |
228 |
- |
2024-03-31 |
1,346,623 |
$30,245,000 |
158,615 |
|
STIFEL FINANCIAL CORP |
430 |
- |
2024-03-31 |
1,275,386 |
$28,645,000 |
643,321 |
|
Advisor Group Holdings Inc. |
331 |
- |
2024-03-31 |
1,145,465 |
$25,727,000 |
-1,640,913 |
|
McGlone Suttner Wealth Management Inc. |
6 |
- |
2024-03-31 |
1,070,878 |
$24,052,000 |
26,112 |
|
IAM Advisory LLC |
2 |
- |
2024-03-31 |
1,037,253 |
$23,297,000 |
458,894 |
|
RAYMOND JAMES & ASSOCIATES |
717 |
- |
2024-03-31 |
1,013,564 |
$22,765,000 |
409,233 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
226 |
- |
2024-03-31 |
991,141 |
$22,261,000 |
51,811 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
469 |
- |
2024-03-31 |
979,243 |
$21,994,000 |
96,107 |
|
ADAMSBROWN WEALTH CONSULTANTS LLC |
3 |
- |
2024-03-31 |
934,264 |
$20,984,000 |
51,514 |
|
PMFM INC. |
15 |
- |
2024-03-31 |
929,570 |
$20,878,000 |
34,999 |
|
Bernardo Wealth Planning LLC |
5 |
- |
2024-03-31 |
790,150 |
$17,747,000 |
102,697 |
|
Main Line Retirement Advisors LLC |
1 |
- |
2024-03-31 |
788,065 |
$17,700,000 |
83,405 |
|
HARBOUR INVESTMENTS INC. |
22 |
- |
2023-12-31 |
766,080 |
$17,386,000 |
80,596 |
|
JANE STREET GROUP LLC |
589 |
- |
2024-03-31 |
698,253 |
$15,683,000 |
-525,063 |
|
ST GERMAIN D J CO INC |
45 |
- |
2024-03-31 |
683,231 |
$15,345,000 |
48,639 |
|
FinDec Wealth Services Inc. |
1 |
- |
2024-03-31 |
670,026 |
$15,049,000 |
-21,412 |
|
Midwest Heritage Bank FSB |
4 |
- |
2024-03-31 |
625,063 |
$14,039,000 |
152,446 |
|
LINCOLN NATIONAL CORP |
74 |
- |
2024-03-31 |
618,333 |
$13,888,000 |
103,991 |
|
Ruggaard & Associates LLC |
2 |
- |
2024-03-31 |
618,335 |
$13,888,000 |
27,403 |
|
Confluence Wealth Services Inc. |
18 |
- |
2024-03-31 |
600,830 |
$13,495,000 |
213,243 |
|
CONDOR CAPITAL MANAGEMENT |
23 |
- |
2024-03-31 |
590,625 |
$13,265,000 |
206,537 |
|
FINANCIAL NETWORK |
308 |
- |
2024-03-31 |
574,858 |
$12,911,000 |
269,062 |
|
FinTrust Capital Advisors LLC |
7 |
- |
2024-03-31 |
525,178 |
$11,796,000 |
66,419 |
|
DAVIDSON D A & CO |
179 |
- |
2024-03-31 |
448,199 |
$10,067,000 |
128,495 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
477 |
- |
2024-03-31 |
440,427 |
$9,892,000 |
164,676 |
|
Fortress Wealth Management Inc. |
6 |
- |
2024-03-31 |
438,715 |
$9,854,000 |
649 |
|
Retirement Group LLC |
7 |
*New |
2024-03-31 |
423,817 |
$9,519,000 |
423,817 |
|
New England Capital Financial Advisors LLC |
6 |
- |
2024-03-31 |
371,045 |
$8,334,000 |
23,294 |
|
AA Financial Advisors LLC |
4 |
- |
2024-03-31 |
368,819 |
$8,284,000 |
20,194 |
|
Mutual Advisors LLC |
83 |
- |
2024-03-31 |
339,879 |
$7,634,000 |
55,699 |
|
Compass Financial Group Inc. |
8 |
- |
2024-03-31 |
312,274 |
$7,014,000 |
-479 |
|
Kestra Advisory Services LLC |
451 |
- |
2024-03-31 |
279,473 |
$6,277,000 |
83,889 |
|
PROSPERA FINANCIAL SERVICES |
138 |
- |
2023-12-31 |
223,831 |
$5,080,000 |
5,701 |
|
Aptus Capital Advisors LLC |
169 |
- |
2024-03-31 |
221,941 |
$4,985,000 |
20,037 |
|
ADVISORY SERVICES NETWORK, LLC |
212 |
- |
2024-03-31 |
220,151 |
$4,945,000 |
19,507 |
|
Landmark Wealth Management LLC |
12 |
- |
2024-03-31 |
219,858 |
$4,938,000 |
9,409 |
|
CITADEL ADVISORS LLC |
1727 |
- |
2024-03-31 |
208,933 |
$4,693,000 |
137,540 |
|
Concurrent Investment Advisors LLC |
131 |
*New |
2024-03-31 |
194,440 |
$4,367,000 |
194,440 |
|
Advisory Alpha LLC |
74 |
- |
2024-03-31 |
180,979 |
$4,065,000 |
4,513 |
|
Bridgewealth Advisory Group LLC |
21 |
- |
2024-03-31 |
165,394 |
$3,715,000 |
144,358 |
|
WAGNER CAPITAL MANAGEMENT CORP |
62 |
- |
2024-03-31 |
162,042 |
$3,639,000 |
42,657 |
|
Atria Wealth Solutions Inc. |
433 |
- |
2024-03-31 |
158,826 |
$3,569,000 |
1,109 |
|
Private Advisor Group LLC |
579 |
- |
2024-03-31 |
157,550 |
$3,539,000 |
23,964 |
|
MARINER WEALTH ADVISORS, LLC |
868 |
- |
2024-03-31 |
155,187 |
$3,485,000 |
-2,949 |
|
Lodestone Wealth Management LLC |
13 |
- |
2024-03-31 |
149,033 |
$3,347,000 |
34,032 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
276 |
- |
2024-03-31 |
145,047 |
$3,258,000 |
28,058 |
|
Wealthcare Advisory Partners LLC |
163 |
- |
2024-03-31 |
142,550 |
$3,202,000 |
117,624 |
|
NavPoint Financial Inc. |
13 |
- |
2024-03-31 |
140,191 |
$3,149,000 |
34,342 |
|
ACIMA PRIVATE WEALTH LLC |
24 |
- |
2024-03-31 |
127,221 |
$2,857,000 |
1,686 |
|
BB&T CORP |
1124 |
- |
2024-03-31 |
121,973 |
$2,740,000 |
-337,139 |
|
H D Vest Advisory Services |
452 |
- |
2024-03-31 |
121,530 |
$2,730,000 |
32,232 |
|
Belpointe Asset Management LLC |
109 |
- |
2024-03-31 |
120,050 |
$2,696,000 |
26,760 |
|
Sigma Planning Corp |
236 |
- |
2024-03-31 |
118,625 |
$2,664,000 |
74,343 |
|
Inspire Advisors LLC |
21 |
- |
2024-03-31 |
118,257 |
$2,656,000 |
13,256 |
|
STUDIO INVESTMENT MANAGEMENT LLC |
47 |
- |
2024-03-31 |
112,371 |
$2,534,000 |
-2,413 |
|
Cornerstone Wealth Management LLC |
110 |
- |
2024-03-31 |
112,336 |
$2,523,000 |
3,146 |
|
Strategic Family Wealth Counselors L.L.C. |
32 |
- |
2024-03-31 |
103,127 |
$2,316,000 |
19,109 |
|
Affiance Financial LLC |
26 |
- |
2024-03-31 |
101,722 |
$2,285,000 |
37,015 |
|
MORGAN STANLEY |
4386 |
- |
2024-03-31 |
98,706 |
$2,217,000 |
98,280 |
|
Dechtman Wealth Management LLC |
17 |
*New |
2024-03-31 |
93,731 |
$2,105,000 |
93,731 |
|
Capital Planning LLC |
31 |
- |
2024-03-31 |
89,579 |
$2,020,000 |
2,033 |
|
SOL CAPITAL MANAGEMENT CO |
116 |
- |
2024-03-31 |
84,798 |
$1,905,000 |
14,644 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1391 |
- |
2024-03-31 |
84,539 |
$1,899,000 |
61,479 |
|
OLD MISSION CAPITAL LLC |
245 |
- |
2024-03-31 |
81,985 |
$1,841,000 |
7,147 |
|
DAVENPORT & CO LLC |
466 |
- |
2024-03-31 |
79,301 |
$1,781,000 |
11,016 |
|
Capital Group Private Client Services Inc. |
207 |
- |
2024-03-31 |
79,208 |
$1,779,000 |
-148,731 |
|
FLOW TRADERS U.S. LLC |
207 |
*New |
2024-03-31 |
74,514 |
$1,674,000 |
74,514 |
|
Continuum Advisory LLC |
98 |
- |
2024-03-31 |
71,252 |
$1,581,000 |
18,980 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
180 |
- |
2024-03-31 |
69,964 |
$1,571,000 |
16,792 |
|
Kingsview Wealth Management LLC |
392 |
- |
2024-03-31 |
69,391 |
$1,559,000 |
3,513 |
|
PROEQUITIES INC. |
207 |
- |
2024-03-31 |
68,786 |
$1,551,000 |
12,440 |
|
CAPTRUST FINANCIAL ADVISORS |
928 |
- |
2024-03-31 |
65,830 |
$1,479,000 |
9,070 |
|
J P MORGAN CHASE & CO |
3188 |
- |
2024-03-31 |
60,662 |
$1,362,000 |
55,728 |
|
LongView Wealth Management |
44 |
- |
2024-03-31 |
60,100 |
$1,350,000 |
3,928 |
|
Cherry Creek Investment Advisors Inc. |
30 |
- |
2024-03-31 |
59,722 |
$1,341,000 |
6,730 |
|
OPPENHEIMER & CO INC |
665 |
- |
2024-03-31 |
55,067 |
$1,237,000 |
10,689 |
|
COMERICA BANK |
1455 |
- |
2024-03-31 |
52,365 |
$1,176,000 |
4,361 |
|
Ameritas Advisory Services LLC |
339 |
- |
2024-03-31 |
52,989 |
$1,170,000 |
52,989 |
|
Merit Financial Group LLC |
374 |
- |
2024-03-31 |
50,526 |
$1,118,000 |
1,873 |
|
Equitable Holdings Inc. |
594 |
*New |
2024-03-31 |
48,711 |
$1,094,000 |
48,711 |
|
Moloney Securities Asset Management LLC |
153 |
- |
2024-03-31 |
47,806 |
$1,074,000 |
-9,194 |
|
VALMARK ADVISERS INC |
253 |
- |
2024-03-31 |
47,584 |
$1,069,000 |
3,786 |
|
ATRIA INVESTMENTS LLC |
955 |
- |
2024-03-31 |
44,988 |
$1,010,000 |
-44,313 |
|
FINANCIAL MANAGEMENT NETWORK INC |
74 |
- |
2024-03-31 |
36,324 |
$812,000 |
5,251 |
|
AdvisorNet Financial Inc |
240 |
- |
2024-03-31 |
35,062 |
$787,000 |
15,091 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|