|
Institutional
Holders
Total
Institutions:
|
265 25 |
|
Total
shares held :
|
89,609,567 |
|
% of shares
held :
|
9.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
86 |
|
Amount
of shares held :
|
6,943,203 |
|
% of shares
held change :
|
0.77% |
|
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 |
CAPTRUST FINANCIAL ADVISORS |
7 |
- |
2024-03-31 |
21,426,891 |
$512,960,000 |
2,356,332 |
|
BANK OF AMERICA CORP /DE/ |
799 |
- |
2024-03-31 |
5,349,392 |
$128,064,000 |
886,697 |
|
MORGAN STANLEY |
1334 |
- |
2024-03-31 |
3,396,289 |
$81,307,000 |
-101,462 |
|
UBS Group AG |
697 |
- |
2024-03-31 |
2,373,403 |
$56,819,000 |
-1,109,147 |
|
HM PAYSON & CO |
29 |
*New |
2023-12-31 |
2,201,207 |
$52,521,000 |
2,201,207 |
|
LPL FINANCIAL CORP |
543 |
- |
2024-03-31 |
2,105,231 |
$50,399,000 |
419,125 |
|
WELLS FARGO & CO/MN |
709 |
- |
2024-03-31 |
2,101,842 |
$50,318,000 |
39,741 |
|
HILLSTRUST |
3 |
- |
2024-03-31 |
1,923,568 |
$46,050,000 |
331,911 |
|
RENAISSANCE TECHNOLOGIES LLC |
347 |
- |
2024-03-31 |
1,802,701 |
$43,157,000 |
480,189 |
|
Goss Wealth Management LLC |
69 |
- |
2024-03-31 |
1,503,059 |
$35,983,000 |
-57,666 |
|
InterOcean Capital Group LLC |
35 |
- |
2024-03-31 |
1,488,794 |
$35,642,000 |
-18,877 |
|
Capital Investment Advisors LLC |
39 |
- |
2024-03-31 |
1,243,958 |
$29,780,000 |
62,159 |
|
ROYAL BANK OF CANADA |
940 |
- |
2024-03-31 |
1,243,764 |
$29,776,000 |
-181,827 |
|
FIRST WESTERN TRUST BANK |
8 |
*New |
2024-03-31 |
1,228,136 |
$29,402,000 |
1,228,136 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
32 |
- |
2024-03-31 |
1,194,315 |
$28,592,000 |
32,208 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
266 |
- |
2024-03-31 |
1,163,464 |
$27,853,000 |
-117,736 |
|
Ambassador Advisors LLC |
2 |
- |
2024-03-31 |
1,150,336 |
$27,539,000 |
2,272 |
|
Rockefeller Capital Management L.P. |
273 |
- |
2024-03-31 |
1,030,977 |
$24,682,000 |
-38,776 |
|
Equitable Holdings Inc. |
78 |
- |
2024-03-31 |
975,490 |
$23,353,000 |
69,216 |
|
Financial Strategies Group Inc. |
4 |
- |
2024-03-31 |
915,760 |
$21,868,000 |
17,667 |
|
Integrated Wealth Concepts LLC |
72 |
- |
2024-03-31 |
869,523 |
$20,816,000 |
112,947 |
|
MV Capital Management Inc. |
10 |
- |
2024-03-31 |
868,720 |
$20,797,000 |
-14,921 |
|
Campbell Wealth Management |
14 |
- |
2024-03-31 |
827,163 |
$19,802,000 |
-973,089 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
265 |
- |
2024-03-31 |
787,455 |
$18,852,000 |
92,188 |
|
Connecticut Wealth Management LLC |
25 |
- |
2024-03-31 |
781,434 |
$18,708,000 |
149,043 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
470 |
- |
2024-03-31 |
770,586 |
$18,448,000 |
41,250 |
|
MERCER GLOBAL ADVISORS INC /ADV |
215 |
*New |
2024-03-31 |
724,632 |
$17,348,000 |
724,632 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
570 |
- |
2024-03-31 |
718,919 |
$17,211,000 |
38,414 |
|
Horizon Advisory Services Inc. |
8 |
- |
2024-03-31 |
685,789 |
$16,418,000 |
0 |
|
Scissortail Wealth Management LLC |
2 |
- |
2024-03-31 |
684,927 |
$16,397,000 |
3,134 |
|
Baltimore-Washington Financial Advisors Inc. |
36 |
- |
2024-03-31 |
684,323 |
$16,383,000 |
54,310 |
|
MARINER WEALTH ADVISORS, LLC |
375 |
- |
2024-03-31 |
670,499 |
$16,052,000 |
8,246 |
|
Day & Ennis LLC |
3 |
- |
2023-12-31 |
637,510 |
$15,211,000 |
9,452 |
|
Advisor Group Holdings Inc. |
504 |
- |
2024-03-31 |
634,392 |
$15,187,000 |
-176,505 |
|
MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO |
73 |
*New |
2024-03-31 |
627,362 |
$15,019,000 |
627,362 |
|
COLONY GROUP LLC |
117 |
- |
2023-09-30 |
555,546 |
$13,244,000 |
-3,210,218 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
671 |
- |
2024-03-31 |
532,300 |
$12,743,000 |
-36,806 |
|
RAYMOND JAMES & ASSOCIATES |
1050 |
- |
2024-03-31 |
506,676 |
$12,130,000 |
-97,090 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
66 |
- |
2024-03-31 |
503,370 |
$12,051,000 |
89,082 |
|
STIFEL FINANCIAL CORP |
741 |
- |
2024-03-31 |
500,924 |
$11,992,000 |
-698,277 |
|
Belpointe Asset Management LLC |
16 |
- |
2024-03-31 |
485,203 |
$11,616,000 |
454,703 |
|
COLONY GROUP, LLC |
200 |
- |
2024-03-31 |
480,246 |
$11,497,000 |
-24,051 |
|
OPPENHEIMER ASSET MANAGEMENT INC |
149 |
- |
2024-03-31 |
475,121 |
$11,374,000 |
-53,746 |
|
Krilogy Financial LLC |
25 |
- |
2024-03-31 |
454,867 |
$10,890,000 |
35,088 |
|
Brookstone Capital Management |
127 |
- |
2024-03-31 |
436,238 |
$10,444,000 |
195,888 |
|
Steward Partners Investment Advisory LLC |
193 |
- |
2024-03-31 |
419,939 |
$10,053,000 |
28,319 |
|
HIGHTOWER ADVISORS, LLC |
690 |
- |
2024-03-31 |
417,382 |
$9,993,000 |
-37,700 |
|
IFP Advisors Inc |
44 |
- |
2023-12-31 |
417,532 |
$9,962,000 |
6,435 |
|
BAKER ELLIS ASSET MANAGEMENT LLC |
18 |
- |
2024-03-31 |
408,803 |
$9,787,000 |
-15,415 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
84 |
- |
2024-03-31 |
389,851 |
$9,333,000 |
50,049 |
|
Trinity Wealth Management LLC |
10 |
- |
2024-03-31 |
389,818 |
$9,332,000 |
159,933 |
|
Lido Advisors LLC |
177 |
- |
2024-03-31 |
365,018 |
$8,739,000 |
-32,442 |
|
ENVESTNET ASSET MANAGEMENT INC |
1622 |
- |
2024-03-31 |
356,067 |
$8,524,000 |
158,192 |
|
Stephens Consulting LLC |
9 |
- |
2024-03-31 |
355,377 |
$8,508,000 |
-7,512 |
|
Sound View Wealth Advisors Group LLC |
29 |
- |
2024-03-31 |
346,871 |
$8,304,000 |
7,397 |
|
Union Bankshares Corp |
34 |
- |
2024-03-31 |
340,929 |
$8,162,000 |
65,274 |
|
Kestra Advisory Services LLC |
374 |
- |
2024-03-31 |
332,449 |
$7,959,000 |
37,843 |
|
AMERIPRISE FINANCIAL INC |
1990 |
- |
2024-03-31 |
312,764 |
$7,490,000 |
7,842 |
|
BB&T CORP |
740 |
- |
2024-03-31 |
305,387 |
$7,311,000 |
17,588 |
|
Strategic Blueprint LLC |
51 |
- |
2024-03-31 |
292,286 |
$6,997,000 |
49,321 |
|
CREATIVE PLANNING |
513 |
- |
2024-03-31 |
290,631 |
$6,958,000 |
15,589 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
116 |
- |
2024-03-31 |
288,181 |
$6,899,000 |
-9,483 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
77 |
- |
2024-03-31 |
272,799 |
$6,531,000 |
213,537 |
|
GOLDMAN SACHS GROUP INC/ |
2361 |
- |
2024-03-31 |
271,252 |
$6,494,000 |
271,252 |
|
Keeler Thomas Management LLC |
10 |
- |
2024-03-31 |
269,264 |
$6,450,000 |
18,529 |
|
MKT Advisors LLC |
5 |
- |
2024-03-31 |
266,978 |
$6,378,000 |
176,550 |
|
GRADIENT INVESTMENTS LLC |
126 |
- |
2024-03-31 |
252,943 |
$6,055,000 |
-8,189 |
|
Americana Partners LLC |
58 |
- |
2024-03-31 |
241,585 |
$5,784,000 |
49,893 |
|
Baird Financial Group Inc. |
626 |
- |
2024-03-31 |
241,517 |
$5,782,000 |
150,227 |
|
DAVIDSON D A & CO |
268 |
- |
2024-03-31 |
239,023 |
$5,722,000 |
1,717 |
|
Atlantic Private Wealth LLC |
4 |
- |
2024-03-31 |
231,982 |
$5,554,000 |
46,837 |
|
Lunt Capital Management Inc. |
10 |
- |
2024-03-31 |
225,066 |
$5,388,000 |
10,486 |
|
Cetera Investment Advisers |
305 |
- |
2024-03-31 |
224,009 |
$5,363,000 |
-115,487 |
|
Sargent Bickham Lagudis LLC |
|
- |
2022-12-31 |
223,111 |
$5,321,000 |
30,892 |
|
IFG Advisory LLC |
73 |
- |
2024-03-31 |
214,805 |
$5,142,000 |
-37,901 |
|
OneAscent Financial Services LLC |
32 |
- |
2024-03-31 |
213,850 |
$5,120,000 |
-162,859 |
|
Essential Planning LLC. |
11 |
- |
2024-03-31 |
204,252 |
$4,873,000 |
35,080 |
|
JANNEY MONTGOMERY SCOTT LLC |
775 |
- |
2024-03-31 |
203,178 |
$4,864,000 |
-3,454 |
|
Kerntke Otto McGlone Wealth Management Group |
6 |
- |
2024-03-31 |
202,588 |
$4,850,000 |
-112,391 |
|
Pacific Sage Partners LLC |
18 |
- |
2024-03-31 |
196,440 |
$4,703,000 |
94,093 |
|
LEAVELL T & ASSOCIATES INC |
97 |
- |
2024-03-31 |
195,081 |
$4,670,000 |
1,512 |
|
Eldridge Investment Advisors Inc. |
22 |
- |
2024-03-31 |
188,470 |
$4,512,000 |
3,036 |
|
Atria Wealth Solutions Inc. |
365 |
- |
2024-03-31 |
187,544 |
$4,490,000 |
11,275 |
|
US BANCORP |
611 |
- |
2024-03-31 |
184,689 |
$4,421,000 |
141,757 |
|
AE Wealth Management LLC |
335 |
- |
2024-03-31 |
170,732 |
$4,087,000 |
-217,587 |
|
PSI Advisors LLC |
16 |
- |
2024-03-31 |
165,546 |
$3,963,000 |
67,173 |
|
Archer Investment Corp |
16 |
- |
2024-03-31 |
160,501 |
$3,842,000 |
9,137 |
|
4J Wealth Management LLC |
8 |
- |
2024-03-31 |
159,788 |
$3,825,000 |
-57,573 |
|
MML INVESTORS SERVICES LLC |
763 |
- |
2024-03-31 |
157,342 |
$3,767,000 |
8,495 |
|
Sontag Advisory LLC |
131 |
- |
2024-03-31 |
156,378 |
$3,744,000 |
-5,390 |
|
CWM LLC |
500 |
- |
2024-03-31 |
139,568 |
$3,341,000 |
31,412 |
|
PARK AVENUE SECURITIES LLC |
271 |
- |
2024-03-31 |
136,080 |
$3,258,000 |
44,723 |
|
Accretive Wealth Partners LLC |
14 |
- |
2024-03-31 |
128,371 |
$3,065,000 |
27,044 |
|
MONTAG A & ASSOCIATES INC |
137 |
- |
2024-03-31 |
124,412 |
$2,978,000 |
-1,046 |
|
COUNTRY CLUB BANK /GFN |
111 |
- |
2024-03-31 |
123,401 |
$2,954,000 |
-51,994 |
|
WEALTHSOURCE PARTNERS LLC |
88 |
- |
2023-12-31 |
121,975 |
$2,910,000 |
22,121 |
|
J P MORGAN CHASE & CO |
2760 |
*New |
2024-03-31 |
120,181 |
$2,877,000 |
120,181 |
|
HANSON MCCLAIN, INC. |
264 |
- |
2024-03-31 |
114,155 |
$2,733,000 |
-2,665 |
|
BEACON FINANCIAL GROUP |
87 |
- |
2024-03-31 |
110,602 |
$2,648,000 |
-14,393 |
|
Leo Wealth LLC |
69 |
- |
2024-03-31 |
108,129 |
$2,588,000 |
1,861 |
|
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100 Records found
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