|
Institutional
Holders
Total
Institutions:
|
57 3 |
|
Total
shares held :
|
17,460,387 |
|
% of shares
held :
|
45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
Amount
of shares held :
|
1,339,606 |
|
% of shares
held change :
|
3.45% |
|
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 |
FRANKLIN RESOURCES INC |
162 |
- |
2024-03-31 |
9,127,562 |
$486,043,000 |
-391,822 |
|
BANK OF AMERICA CORP /DE/ |
1001 |
- |
2024-03-31 |
1,558,754 |
$83,004,000 |
-64,589 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
176 |
- |
2024-03-31 |
1,380,603 |
$73,517,000 |
-1,046,362 |
|
Steward Partners Investment Advisory LLC |
34 |
*New |
2024-03-31 |
896,991 |
$47,765,000 |
896,991 |
|
BANK OF NEW YORK MELLON CORP |
1191 |
- |
2024-03-31 |
726,828 |
$38,704,000 |
36,517 |
|
MORGAN STANLEY |
2525 |
- |
2024-03-31 |
432,932 |
$23,054,000 |
-6,188 |
|
JANNEY MONTGOMERY SCOTT LLC |
311 |
- |
2024-03-31 |
398,974 |
$21,245,000 |
22,807 |
|
LPL FINANCIAL CORP |
947 |
- |
2024-03-31 |
373,555 |
$19,892,000 |
107,216 |
|
Cetera Investment Advisers |
532 |
- |
2024-03-31 |
258,181 |
$13,748,000 |
128,148 |
|
ATRIA INVESTMENTS LLC |
141 |
- |
2024-03-31 |
223,226 |
$11,887,000 |
17,991 |
|
J P MORGAN CHASE & CO |
1964 |
- |
2024-03-31 |
222,012 |
$11,822,000 |
58,597 |
|
Brookstone Capital Management |
161 |
- |
2024-03-31 |
154,796 |
$8,243,000 |
5,891 |
|
WELLS FARGO & CO/MN |
1701 |
- |
2024-03-31 |
145,751 |
$7,761,000 |
5,131 |
|
ENVESTNET ASSET MANAGEMENT INC |
1717 |
- |
2024-03-31 |
137,740 |
$7,335,000 |
5,753 |
|
Wealthcare Advisory Partners LLC |
78 |
- |
2024-03-31 |
129,808 |
$6,912,000 |
-1,672 |
|
FINANCIAL NETWORK |
544 |
- |
2024-03-31 |
115,639 |
$6,158,000 |
11,059 |
|
UBS Group AG |
2030 |
- |
2024-03-31 |
110,129 |
$5,864,000 |
-1,725 |
|
Christopher J. Hasenberg Inc |
10 |
- |
2024-03-31 |
104,681 |
$5,574,000 |
319 |
|
Goss Wealth Management LLC |
367 |
- |
2024-03-31 |
100,663 |
$5,360,000 |
99,863 |
|
MULTIFINANCIAL SECURITIES CORP |
477 |
- |
2024-03-31 |
89,881 |
$4,786,000 |
85,424 |
|
Cornerstone Wealth Management LLC |
71 |
- |
2024-03-31 |
82,228 |
$4,379,000 |
2,744 |
|
Equitable Holdings Inc. |
274 |
- |
2024-03-31 |
78,673 |
$4,189,000 |
4,004 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
939 |
- |
2024-03-31 |
66,192 |
$3,525,000 |
-27,422 |
|
Advisor Group Holdings Inc. |
1292 |
- |
2024-03-31 |
65,464 |
$3,485,000 |
6,952 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1357 |
- |
2024-03-31 |
56,646 |
$3,016,000 |
-7,532 |
|
Kestra Advisory Services LLC |
765 |
- |
2024-03-31 |
48,491 |
$2,582,000 |
-587 |
|
MARINER WEALTH ADVISORS, LLC |
1009 |
- |
2024-03-31 |
45,283 |
$2,411,000 |
-7,035 |
|
ROYAL BANK OF CANADA |
2459 |
- |
2024-03-31 |
40,619 |
$2,163,000 |
11,609 |
|
STIFEL FINANCIAL CORP |
1657 |
- |
2024-03-31 |
40,623 |
$2,163,000 |
26,350 |
|
Howard Capital Management Inc. |
40 |
- |
2024-03-31 |
28,187 |
$1,501,000 |
3,534 |
|
Geneos Wealth Management Inc. |
291 |
- |
2024-03-31 |
27,482 |
$1,463,000 |
396 |
|
GOLDMAN SACHS GROUP INC/ |
3421 |
- |
2024-03-31 |
24,162 |
$1,287,000 |
16,051 |
|
Bogart Wealth LLC |
119 |
- |
2024-03-31 |
18,803 |
$1,001,000 |
-899 |
|
Core Wealth Partners LLC |
33 |
- |
2024-03-31 |
17,533 |
$934,000 |
820 |
|
Atria Wealth Solutions Inc. |
957 |
- |
2024-03-31 |
16,660 |
$887,000 |
-279 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2344 |
- |
2024-03-31 |
15,888 |
$846,000 |
433 |
|
JONES FINANCIAL COMPANIES LLLP |
295 |
- |
2024-03-31 |
13,902 |
$740,000 |
13,870 |
|
RAYMOND JAMES & ASSOCIATES |
2780 |
- |
2024-03-31 |
13,687 |
$729,000 |
-2,864 |
|
SILVER OAK SECURITIES Inc |
180 |
*New |
2024-03-31 |
13,615 |
$725,000 |
13,615 |
|
Key Client Fiduciary Advisors LLC |
66 |
- |
2024-03-31 |
12,550 |
$668,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
1019 |
- |
2024-03-31 |
11,809 |
$629,000 |
899 |
|
LINCOLN NATIONAL CORP |
793 |
- |
2024-03-31 |
8,072 |
$430,000 |
-319 |
|
DAVIDSON D A & CO |
1060 |
- |
2024-03-31 |
7,470 |
$398,000 |
855 |
|
PARK AVENUE SECURITIES LLC |
1091 |
- |
2024-03-31 |
6,767 |
$360,000 |
367 |
|
SOL CAPITAL MANAGEMENT CO |
259 |
*New |
2024-03-31 |
5,805 |
$309,000 |
5,805 |
|
LOCKERMAN FINANCIAL GROUP INC. |
58 |
- |
2024-03-31 |
5,589 |
$298,000 |
-360 |
|
CITADEL ADVISORS LLC |
4373 |
- |
2024-03-31 |
4,673 |
$249,000 |
-14,541 |
|
Concurrent Investment Advisors LLC |
796 |
*New |
2024-03-31 |
3,785 |
$202,000 |
3,785 |
|
CWM LLC |
1530 |
- |
2024-03-31 |
3,556 |
$189,000 |
2,798 |
|
PROEQUITIES INC. |
801 |
- |
2024-03-31 |
2,601 |
$139,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1229 |
- |
2023-12-31 |
1,678 |
$80,000 |
26 |
|
FMR LLC |
3227 |
- |
2024-03-31 |
1,420 |
$76,000 |
-160 |
|
COMERICA BANK |
2746 |
- |
2024-03-31 |
955 |
$51,000 |
171 |
|
Federation des caisses Desjardins du Quebec |
1486 |
- |
2024-03-31 |
682 |
$36,000 |
0 |
|
Glassman Wealth Services |
126 |
- |
2024-03-31 |
656 |
$35,000 |
0 |
|
Qube Research & Technologies Ltd |
3086 |
- |
2024-03-31 |
637 |
$34,000 |
0 |
|
TD Waterhouse Canada Inc. |
1180 |
- |
2024-03-31 |
509 |
$27,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3173 |
- |
2024-03-31 |
318 |
$17,000 |
0 |
|
Continuum Advisory LLC |
948 |
*New |
2024-03-31 |
193 |
$10,000 |
193 |
|
Coppell Advisory Solutions LLC |
1036 |
*New |
2023-12-31 |
160 |
$7,000 |
160 |
|
Sunbelt Securities Inc. |
1382 |
- |
2024-03-31 |
84 |
$4,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
1785 |
*Closed |
2024-03-31 |
0 |
$0 |
-546 |
|
NVWM LLC |
553 |
*Closed |
2024-03-31 |
0 |
$0 |
-312 |
|
|
63 Records found
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1
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