|
Institutional
Holders
Total
Institutions:
|
249 39 |
|
Total
shares held :
|
96,064,029 |
|
% of shares
held :
|
94.15% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
148 |
|
Amount
of shares held :
|
16,811,289 |
|
% of shares
held change :
|
16.48% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Capital Group Private Client Services Inc. |
1 |
- |
2024-03-31 |
15,759,357 |
$504,142,000 |
1,990,616 |
|
LPL FINANCIAL CORP |
127 |
- |
2024-03-31 |
8,965,011 |
$286,791,000 |
3,014,111 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
35 |
- |
2024-03-31 |
8,427,012 |
$269,580,000 |
666,574 |
|
BANK OF AMERICA CORP /DE/ |
575 |
- |
2024-03-31 |
6,890,286 |
$220,420,000 |
1,280,209 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
60 |
- |
2024-03-31 |
5,576,624 |
$178,396,000 |
505,610 |
|
WELLS FARGO & CO/MN |
387 |
- |
2024-03-31 |
4,096,683 |
$131,053,000 |
1,725,806 |
|
ENVESTNET ASSET MANAGEMENT INC |
381 |
- |
2024-03-31 |
3,977,810 |
$127,250,000 |
653,122 |
|
ROYAL BANK OF CANADA |
546 |
- |
2024-03-31 |
2,565,730 |
$82,077,000 |
528,248 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
53 |
- |
2024-03-31 |
2,481,505 |
$79,383,000 |
124,671 |
|
RAYMOND JAMES & ASSOCIATES |
312 |
- |
2024-03-31 |
2,374,962 |
$75,975,000 |
364,208 |
|
MML INVESTORS SERVICES LLC |
57 |
- |
2024-03-31 |
2,366,681 |
$75,710,000 |
109,940 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
11 |
- |
2024-03-31 |
2,280,061 |
$72,939,000 |
67,924 |
|
Advisor Group Holdings Inc. |
131 |
- |
2024-03-31 |
2,157,746 |
$69,025,000 |
40,397 |
|
Financial Security Advisor Inc. |
1 |
- |
2024-03-31 |
2,040,227 |
$65,267,000 |
15,549 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
227 |
- |
2024-03-31 |
1,758,131 |
$56,243,000 |
167,782 |
|
UBS Group AG |
716 |
- |
2024-03-31 |
1,714,631 |
$54,851,000 |
218,026 |
|
New England Capital Financial Advisors LLC |
1 |
- |
2024-03-31 |
1,607,380 |
$51,420,000 |
-17,594 |
|
FINANCIAL NETWORK |
88 |
- |
2024-03-31 |
1,444,317 |
$46,204,000 |
301,899 |
|
Baird Financial Group Inc. |
212 |
- |
2024-03-31 |
1,418,681 |
$45,384,000 |
-702 |
|
Kestra Advisory Services LLC |
87 |
- |
2024-03-31 |
1,027,369 |
$32,866,000 |
185,981 |
|
STIFEL FINANCIAL CORP |
416 |
- |
2024-03-31 |
944,735 |
$30,222,000 |
71,566 |
|
LINCOLN NATIONAL CORP |
40 |
- |
2024-03-31 |
859,937 |
$27,509,000 |
160,959 |
|
Global Retirement Partners LLC |
16 |
- |
2024-03-31 |
822,269 |
$26,304,000 |
-5,477 |
|
MULTIFINANCIAL SECURITIES CORP |
103 |
- |
2024-03-31 |
803,664 |
$25,709,000 |
234,415 |
|
Arden Trust Co |
7 |
- |
2024-03-31 |
794,040 |
$25,401,000 |
-35,349 |
|
ADAMSBROWN WEALTH CONSULTANTS LLC |
2 |
- |
2024-03-31 |
793,082 |
$25,371,000 |
39,466 |
|
Wealthcare Advisory Partners LLC |
24 |
- |
2024-03-31 |
784,174 |
$25,086,000 |
62,786 |
|
Gerber Kawasaki Wealth & Investment Management |
21 |
- |
2024-03-31 |
778,762 |
$24,913,000 |
-65,119 |
|
Summit Investment Advisory Services LLC |
2 |
- |
2024-03-31 |
741,981 |
$23,736,000 |
-62,953 |
|
BARNES PETTEY FINANCIAL ADVISORS LLC |
1 |
- |
2024-03-31 |
740,375 |
$23,685,000 |
763 |
|
Goss Wealth Management LLC |
107 |
- |
2024-03-31 |
729,537 |
$23,338,000 |
122,195 |
|
Johnson Bixby & Associates LLC |
6 |
- |
2024-03-31 |
714,348 |
$22,852,000 |
681,812 |
|
MORGAN STANLEY |
2541 |
- |
2024-03-31 |
709,003 |
$22,681,000 |
660,088 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
299 |
- |
2024-03-31 |
703,358 |
$22,500,000 |
38,969 |
|
CAPTRUST FINANCIAL ADVISORS |
217 |
- |
2024-03-31 |
626,912 |
$20,055,000 |
20,443 |
|
Ergawealth Advisors Inc. |
2 |
- |
2024-03-31 |
594,095 |
$19,005,000 |
9,141 |
|
JANNEY MONTGOMERY SCOTT LLC |
346 |
- |
2024-03-31 |
591,701 |
$18,929,000 |
-151,041 |
|
HOYLECOHEN LLC |
16 |
- |
2024-03-31 |
584,980 |
$18,714,000 |
34,765 |
|
Confluence Wealth Services Inc. |
15 |
- |
2024-03-31 |
560,601 |
$17,934,000 |
61,520 |
|
Vantage Financial Partners Ltd. Inc. |
4 |
- |
2024-03-31 |
552,199 |
$17,665,000 |
92,907 |
|
Geneos Wealth Management Inc. |
24 |
- |
2024-03-31 |
528,596 |
$16,910,000 |
79,956 |
|
Private Advisor Group LLC |
160 |
- |
2024-03-31 |
524,761 |
$16,787,000 |
105,967 |
|
OLD MISSION CAPITAL LLC |
39 |
- |
2024-03-31 |
510,916 |
$16,344,000 |
77,800 |
|
Atria Wealth Solutions Inc. |
118 |
- |
2024-03-31 |
501,119 |
$16,031,000 |
36,813 |
|
Advance Capital Management Inc. |
9 |
- |
2024-03-31 |
492,324 |
$15,749,000 |
485,082 |
|
CWM LLC |
237 |
- |
2024-03-31 |
458,202 |
$14,658,000 |
110,580 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
8 |
- |
2024-03-31 |
431,873 |
$13,802,000 |
32,295 |
|
Financial Council Asset Management Inc |
2 |
- |
2024-03-31 |
396,341 |
$12,679,000 |
15,357 |
|
PFG Advisors |
17 |
- |
2024-03-31 |
379,033 |
$12,125,000 |
3,549 |
|
BURNS WEALTH MANAGEMENT, INC. |
75 |
- |
2024-03-31 |
361,915 |
$11,578,000 |
293,320 |
|
Main Line Retirement Advisors LLC |
4 |
- |
2024-03-31 |
342,685 |
$10,962,000 |
14,840 |
|
ADVISORY SERVICES NETWORK, LLC |
83 |
- |
2024-03-31 |
335,555 |
$10,734,000 |
19,185 |
|
HAVERFORD TRUST CO |
100 |
- |
2024-03-31 |
335,180 |
$10,722,000 |
211,391 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
55 |
- |
2024-03-31 |
334,578 |
$10,703,000 |
-4,791 |
|
BB&T CORP |
608 |
- |
2024-03-31 |
330,374 |
$10,569,000 |
-9,207 |
|
J P MORGAN CHASE & CO |
2039 |
- |
2024-03-31 |
320,857 |
$10,264,000 |
126,686 |
|
Cetera Investment Advisers |
169 |
- |
2024-03-31 |
313,873 |
$10,041,000 |
-175,010 |
|
JONES FINANCIAL COMPANIES LLLP |
123 |
- |
2024-03-31 |
278,269 |
$8,902,000 |
124,667 |
|
Bedel Financial Consulting Inc. |
8 |
- |
2024-03-31 |
274,562 |
$8,783,000 |
4,500 |
|
Aptus Capital Advisors LLC |
114 |
- |
2024-03-31 |
266,893 |
$8,538,000 |
42,423 |
|
Strategic Family Wealth Counselors L.L.C. |
7 |
- |
2024-03-31 |
266,839 |
$8,536,000 |
4,283 |
|
H D Vest Advisory Services |
215 |
- |
2024-03-31 |
250,083 |
$8,000,000 |
30,439 |
|
Ameritas Advisory Services LLC |
67 |
- |
2024-03-31 |
238,087 |
$7,445,000 |
209,627 |
|
BELLEVUE ASSET MANAGEMENT LLC |
5 |
- |
2024-03-31 |
230,306 |
$7,367,000 |
23,064 |
|
Investments & Financial Planning LLC |
5 |
- |
2024-03-31 |
229,345 |
$7,337,000 |
5,689 |
|
VALMARK ADVISERS INC |
70 |
- |
2024-03-31 |
227,905 |
$7,291,000 |
61,913 |
|
Ballew Advisors Inc |
3 |
- |
2024-03-31 |
224,994 |
$7,146,000 |
10,891 |
|
LongView Wealth Management |
7 |
- |
2024-03-31 |
219,241 |
$7,014,000 |
58,998 |
|
Souders Financial Advisors |
25 |
- |
2024-03-31 |
213,476 |
$6,829,000 |
-1,356 |
|
Investmark Advisory Group LLC |
5 |
- |
2024-03-31 |
211,855 |
$6,777,000 |
3,841 |
|
Armor Investment Advisors LLC |
8 |
- |
2024-03-31 |
208,135 |
$6,658,000 |
8,891 |
|
DAYMARK WEALTH PARTNERS LLC |
68 |
- |
2024-03-31 |
201,694 |
$6,452,000 |
11,775 |
|
BEDEL FINANCIAL CONSULTING INC |
12 |
- |
2023-09-30 |
263,099 |
$6,446,000 |
0 |
|
Delta Investment Management LLC |
18 |
*New |
2024-03-31 |
198,665 |
$6,355,000 |
198,665 |
|
HARBOUR INVESTMENTS INC. |
65 |
- |
2023-12-31 |
220,183 |
$6,216,000 |
61,139 |
|
BEACON FINANCIAL GROUP |
38 |
- |
2024-03-31 |
193,489 |
$6,190,000 |
45,198 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
191 |
- |
2024-03-31 |
193,298 |
$6,184,000 |
45,453 |
|
ECLECTIC ASSOCIATES INC /ADV |
6 |
- |
2024-03-31 |
184,985 |
$5,918,000 |
-4,178 |
|
ACAS LLC |
4 |
- |
2024-03-31 |
176,361 |
$5,642,000 |
78,135 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
40 |
- |
2024-03-31 |
169,493 |
$5,422,000 |
-44,951 |
|
Steward Partners Investment Advisory LLC |
319 |
- |
2024-03-31 |
165,995 |
$5,310,000 |
7,314 |
|
Obsidian Personal Planning Solutions LLC |
12 |
*New |
2024-03-31 |
169,027 |
$5,128,000 |
169,027 |
|
PROSPERA FINANCIAL SERVICES |
139 |
- |
2023-12-31 |
179,459 |
$5,066,000 |
28,356 |
|
Robbie L. Kennerson P.A. Inc. |
9 |
- |
2022-12-31 |
240,663 |
$4,799,000 |
0 |
|
FinDec Wealth Services Inc. |
16 |
- |
2024-03-31 |
149,533 |
$4,784,000 |
-2,903 |
|
DAVIDSON D A & CO |
307 |
- |
2024-03-31 |
148,887 |
$4,763,000 |
121,333 |
|
Burford Brothers Inc. |
5 |
- |
2024-03-31 |
142,812 |
$4,569,000 |
19,617 |
|
Sigma Planning Corp |
143 |
- |
2024-03-31 |
142,188 |
$4,549,000 |
86,546 |
|
Bridgewealth Advisory Group LLC |
14 |
- |
2024-03-31 |
141,606 |
$4,530,000 |
46,510 |
|
Midwest Heritage Bank FSB |
14 |
- |
2024-03-31 |
138,449 |
$4,429,000 |
41,106 |
|
CI Private Wealth LLC |
739 |
- |
2024-03-31 |
137,305 |
$4,392,000 |
-38,653 |
|
AA Financial Advisors LLC |
16 |
- |
2024-03-31 |
134,716 |
$4,310,000 |
1,513 |
|
DAVENPORT & CO LLC |
319 |
- |
2024-03-31 |
132,080 |
$4,225,000 |
-102 |
|
Vawter Financial Ltd. |
11 |
- |
2024-03-31 |
127,796 |
$4,088,000 |
2,947 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
449 |
- |
2024-03-31 |
126,016 |
$4,031,000 |
-5,981 |
|
SMITH MOORE & CO. |
51 |
- |
2024-03-31 |
124,125 |
$3,971,000 |
55,131 |
|
Good Life Advisors LLC |
58 |
- |
2024-03-31 |
122,746 |
$3,927,000 |
108,198 |
|
BlueChip Wealth Advisors LLC |
11 |
*New |
2024-03-31 |
122,476 |
$3,918,000 |
122,476 |
|
RWM Asset Management LLC |
51 |
- |
2024-03-31 |
120,629 |
$3,859,000 |
-3,715 |
|
Merit Financial Group LLC |
166 |
- |
2024-03-31 |
124,148 |
$3,836,000 |
-2,388 |
|
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100 Records found
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