|
Institutional
Holders
Total
Institutions:
|
906 47 |
|
Total
shares held :
|
329,481,692 |
|
% of shares
held :
|
36.61% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-197 |
|
Amount
of shares held :
|
6,882,560 |
|
% of shares
held change :
|
0.76% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
37
|
2,557,252
|
0.78%
|
|
|
Increased
Positions : |
305
|
37,131,494
|
11.27%
|
|
|
Unchanged
Positions : |
109
|
6,436,234
|
1.95%
|
|
|
Decreased
Positions : |
455
|
-29,700,512
|
-9.01%
|
|
|
Closed
Positions : |
84
|
-3,105,674
|
-0.94%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
74 |
- |
2024-03-31 |
54,298,383 |
$2,739,353,000 |
-1,812,677 |
|
J P MORGAN CHASE & CO |
107 |
- |
2024-03-31 |
45,690,839 |
$2,305,103,000 |
10,546,138 |
|
BANK OF AMERICA CORP /DE/ |
269 |
- |
2024-03-31 |
14,480,714 |
$730,552,000 |
-2,065,046 |
|
FMR LLC |
347 |
- |
2024-03-31 |
14,158,450 |
$714,294,000 |
123,798 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
114 |
- |
2024-03-31 |
13,615,984 |
$686,926,000 |
158,913 |
|
LPL FINANCIAL CORP |
87 |
- |
2024-03-31 |
9,147,482 |
$461,490,000 |
-654,730 |
|
UBS Group AG |
142 |
- |
2024-03-31 |
8,618,047 |
$434,780,000 |
-335,769 |
|
HB Wealth Management LLC |
3 |
- |
2024-03-31 |
8,076,454 |
$405,234,000 |
443,033 |
|
WELLS FARGO & CO/MN |
188 |
- |
2024-03-31 |
7,695,044 |
$388,215,000 |
244,614 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
25 |
- |
2024-03-31 |
4,833,237 |
$243,837,000 |
1,317,710 |
|
Betterment LLC |
26 |
- |
2024-03-31 |
4,687,250 |
$236,472,000 |
1,118,756 |
|
ENVESTNET ASSET MANAGEMENT INC |
274 |
- |
2024-03-31 |
3,600,663 |
$181,653,000 |
890,558 |
|
ROYAL BANK OF CANADA |
333 |
- |
2024-03-31 |
3,489,395 |
$176,039,000 |
-191,920 |
|
HPM Partners LLC |
43 |
- |
2024-03-31 |
3,351,073 |
$169,061,000 |
-1,177,651 |
|
Advisor Group Holdings Inc. |
62 |
- |
2024-03-31 |
2,518,586 |
$127,088,000 |
-152,672 |
|
FOSTER DYKEMA CABOT & PARTNERS LLC |
2 |
- |
2024-03-31 |
2,385,487 |
$120,348,000 |
13,240 |
|
TOWNSQUARE CAPITAL LLC |
7 |
- |
2024-03-31 |
2,353,507 |
$118,734,000 |
-67,581 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
140 |
- |
2024-03-31 |
2,059,184 |
$103,886,000 |
-21,946 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
96 |
- |
2024-03-31 |
2,013,367 |
$101,574,000 |
310,930 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
127 |
- |
2024-03-31 |
1,826,486 |
$92,146,000 |
-87,858 |
|
FOSTER DYKEMA CABOT & CO INC/MA |
2 |
- |
2023-09-30 |
1,757,225 |
$88,178,000 |
47,768 |
|
SIGNATUREFD, LLC |
11 |
- |
2024-03-31 |
1,706,583 |
$86,097,000 |
74,235 |
|
Bridgewater Advisors Inc. |
1 |
- |
2024-03-31 |
1,561,759 |
$78,791,000 |
160,843 |
|
RENAISSANCE TECHNOLOGIES LLC |
192 |
- |
2024-03-31 |
1,541,700 |
$77,779,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
59 |
- |
2024-03-31 |
1,523,563 |
$76,864,000 |
238,654 |
|
STIFEL FINANCIAL CORP |
231 |
- |
2024-03-31 |
1,505,094 |
$75,932,000 |
7,110 |
|
RAYMOND JAMES & ASSOCIATES |
327 |
- |
2024-03-31 |
1,387,419 |
$69,995,000 |
154,712 |
|
LEGACY WEALTH MANAGEMENT, INC |
8 |
- |
2024-03-31 |
1,314,837 |
$66,334,000 |
52,813 |
|
Cornerstone Management Inc. |
3 |
- |
2024-03-31 |
1,294,974 |
$65,331,000 |
92,286 |
|
AXXCESS WEALTH MANAGEMENT LLC |
6 |
- |
2024-03-31 |
1,281,802 |
$64,667,000 |
118,274 |
|
FINANCIAL NETWORK |
66 |
- |
2024-03-31 |
1,242,747 |
$62,697,000 |
1,823 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
104 |
- |
2024-03-31 |
1,233,199 |
$62,215,000 |
-33,199 |
|
QUADRANT CAPITAL GROUP LLC |
2 |
- |
2024-03-31 |
1,226,103 |
$61,857,000 |
164,486 |
|
ANCORA ADVISORS, LLC |
13 |
- |
2024-03-31 |
1,210,459 |
$61,068,000 |
2,765 |
|
Equitable Holdings Inc. |
36 |
- |
2024-03-31 |
1,173,720 |
$59,214,000 |
720,465 |
|
SEI INVESTMENTS CO |
261 |
- |
2024-03-31 |
1,114,852 |
$56,243,000 |
-120,989 |
|
CWM LLC |
68 |
- |
2024-03-31 |
1,104,860 |
$55,740,000 |
125,786 |
|
MML INVESTORS SERVICES LLC |
96 |
- |
2024-03-31 |
1,066,057 |
$53,783,000 |
-96,887 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
53 |
- |
2024-03-31 |
997,512 |
$50,324,000 |
-4,249 |
|
Peterson Wealth Advisors LLC |
3 |
- |
2024-03-31 |
970,685 |
$48,971,000 |
184,434 |
|
Rockefeller Capital Management L.P. |
158 |
- |
2024-03-31 |
915,914 |
$46,208,000 |
84,049 |
|
FIFTH THIRD BANCORP |
121 |
- |
2024-03-31 |
897,990 |
$45,304,000 |
-3,703 |
|
H D Vest Advisory Services |
32 |
- |
2024-03-31 |
888,619 |
$44,831,000 |
-1,611 |
|
Acorns Advisers LLC |
13 |
- |
2024-03-31 |
853,706 |
$43,069,000 |
11,171 |
|
Asset Management Resources LLC |
|
- |
2023-12-31 |
846,267 |
$42,508,000 |
-117,079 |
|
AE Wealth Management LLC |
47 |
- |
2024-03-31 |
816,162 |
$41,175,000 |
-1,137,111 |
|
ROCK CREEK GROUP, LP |
8 |
- |
2024-03-31 |
803,486 |
$40,536,000 |
226,035 |
|
STEPHENS INC /AR/ |
30 |
- |
2024-03-31 |
782,262 |
$39,465,000 |
-114,056 |
|
Alpha Omega Wealth Management LLC |
1 |
- |
2024-03-31 |
773,827 |
$39,040,000 |
3,445 |
|
Private Advisor Group LLC |
86 |
- |
2024-03-31 |
762,278 |
$38,457,000 |
-255,923 |
|
LINCOLN NATIONAL CORP |
34 |
- |
2024-03-31 |
719,901 |
$36,319,000 |
97,040 |
|
N.E.W. Advisory Services LLC |
7 |
- |
2024-03-31 |
702,574 |
$35,445,000 |
18,343 |
|
Ameritas Advisory Services LLC |
9 |
- |
2024-03-31 |
698,847 |
$35,255,000 |
570,110 |
|
FLAGSHIP HARBOR ADVISORS LLC |
7 |
- |
2024-03-31 |
681,056 |
$34,359,000 |
92,143 |
|
Parkside Investments LLC |
3 |
- |
2024-03-31 |
663,965 |
$33,497,000 |
247,550 |
|
CAPTRUST FINANCIAL ADVISORS |
151 |
- |
2024-03-31 |
650,029 |
$32,794,000 |
-176,551 |
|
APPLETON PARTNERS INC/MA |
6 |
- |
2024-03-31 |
646,836 |
$32,633,000 |
-211,485 |
|
BP WEALTH MANAGEMENT LLC |
27 |
- |
2024-03-31 |
640,415 |
$32,309,000 |
-93,672 |
|
McCarthy Asset Management Inc. |
1 |
- |
2024-03-31 |
623,595 |
$31,460,000 |
-6,442 |
|
VALMARK ADVISERS INC |
32 |
- |
2024-03-31 |
622,279 |
$31,394,000 |
-13,116 |
|
MONTAG A & ASSOCIATES INC |
8 |
- |
2024-03-31 |
616,488 |
$31,102,000 |
-84,703 |
|
Financial Planning & Information Services Inc. |
8 |
- |
2024-03-31 |
609,726 |
$30,761,000 |
16,177 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
21 |
- |
2024-03-31 |
609,248 |
$30,737,000 |
17,469 |
|
MA GREENWOOD & ASSOCIATES INC |
9 |
- |
2024-03-31 |
597,293 |
$30,133,000 |
20,014 |
|
Sollinda Capital Management LLC |
2 |
- |
2024-03-31 |
596,501 |
$30,093,000 |
-215,943 |
|
BNP PARIBAS ARBITRAGE SA |
444 |
- |
2024-03-31 |
581,353 |
$29,329,000 |
520,253 |
|
CITADEL ADVISORS LLC |
673 |
- |
2024-03-31 |
580,302 |
$29,276,000 |
580,302 |
|
Cresset Asset Management LLC |
98 |
- |
2024-03-31 |
579,605 |
$29,241,000 |
50,999 |
|
Soltis Investment Advisors LLC |
4 |
- |
2024-03-31 |
575,856 |
$29,052,000 |
-144,284 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
32 |
- |
2024-03-31 |
571,577 |
$28,836,000 |
464,463 |
|
Paradigm Strategies in Wealth Management LLC |
1 |
- |
2024-03-31 |
559,874 |
$28,246,000 |
126,557 |
|
WSFS CAPITAL MANAGEMENT LLC |
12 |
- |
2024-03-31 |
546,750 |
$27,584,000 |
-13,134 |
|
Great Point Wealth Advisors LLC |
3 |
- |
2024-03-31 |
544,505 |
$27,470,000 |
532,660 |
|
Badgley Phelps Wealth Managers LLC |
39 |
- |
2024-03-31 |
543,376 |
$27,413,000 |
5,029 |
|
Flaharty Asset Management LLC |
9 |
- |
2024-03-31 |
540,499 |
$27,268,000 |
70,112 |
|
BRYN MAWR TRUST CO/PA |
22 |
- |
2024-03-31 |
532,880 |
$26,884,000 |
-18,818 |
|
MCMORGAN & CO LLC |
6 |
- |
2024-03-31 |
527,882 |
$26,632,000 |
-526,878 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
7 |
- |
2024-03-31 |
527,334 |
$26,604,000 |
10,853 |
|
Rosenberg Matthew Hamilton |
3 |
- |
2024-03-31 |
521,371 |
$26,188,000 |
35,567 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
10 |
- |
2024-03-31 |
514,147 |
$25,939,000 |
-63,619 |
|
Berkshire Bank |
2 |
- |
2024-03-31 |
509,397 |
$25,699,000 |
172,043 |
|
HANSON MCCLAIN, INC. |
59 |
- |
2024-03-31 |
497,209 |
$25,084,000 |
-18,898 |
|
MASON STREET ADVISORS LLC |
4 |
- |
2024-03-31 |
493,250 |
$24,884,000 |
0 |
|
Spire Wealth Management |
43 |
- |
2024-03-31 |
492,794 |
$24,861,000 |
-1,103,971 |
|
MARINER WEALTH ADVISORS, LLC |
294 |
- |
2024-03-31 |
489,764 |
$24,709,000 |
39,633 |
|
Avestar Capital LLC |
4 |
- |
2024-03-31 |
486,834 |
$24,561,000 |
-237,160 |
|
BEACON INVESTMENT ADVISORY SERVICES INC. |
33 |
- |
2024-03-31 |
479,812 |
$24,207,000 |
15,571 |
|
Requisite Capital Management LLC |
8 |
- |
2024-03-31 |
478,373 |
$24,134,000 |
-86,351 |
|
Kestra Advisory Services LLC |
125 |
- |
2024-03-31 |
470,252 |
$23,724,000 |
30,769 |
|
Atria Wealth Solutions Inc. |
75 |
- |
2024-03-31 |
469,099 |
$23,666,000 |
54,734 |
|
GREAT VALLEY ADVISOR GROUP INC. |
31 |
- |
2024-03-31 |
466,273 |
$23,523,000 |
88,015 |
|
JANNEY MONTGOMERY SCOTT LLC |
284 |
- |
2024-03-31 |
465,301 |
$23,474,000 |
146,667 |
|
Ridgepath Capital Management LLC |
1 |
- |
2024-03-31 |
445,126 |
$22,457,000 |
386,261 |
|
Capital Investment Advisory Services LLC |
3 |
- |
2024-03-31 |
442,211 |
$22,310,000 |
-513,891 |
|
Frisch Financial Group Inc. |
1 |
- |
2024-03-31 |
438,180 |
$22,106,000 |
420,101 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
87 |
- |
2024-03-31 |
436,736 |
$22,032,000 |
6,867 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
433 |
- |
2024-03-31 |
436,283 |
$22,010,000 |
35,500 |
|
EVENSKY & KATZ INC |
17 |
- |
2024-03-31 |
435,031 |
$21,947,000 |
6,060 |
|
SkyOak Wealt LLC |
1 |
- |
2024-03-31 |
428,850 |
$21,635,000 |
26,393 |
|
FRANKLIN RESOURCES INC |
792 |
- |
2024-03-31 |
425,708 |
$21,477,000 |
-30,024 |
|
|
100 Records found
|
1
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