|
Institutional
Holders
Total
Institutions:
|
181 1 |
|
Total
shares held :
|
36,971,282 |
|
% of shares
held :
|
61.26% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
22 |
|
Amount
of shares held :
|
1,461,768 |
|
% of shares
held change :
|
2.42% |
|
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 |
BANK OF AMERICA CORP /DE/ |
498 |
- |
2024-03-31 |
5,864,336 |
$279,846,000 |
-227,750 |
|
MORGAN STANLEY |
776 |
- |
2024-03-31 |
4,284,290 |
$204,446,000 |
-75,800 |
|
LPL FINANCIAL CORP |
232 |
- |
2024-03-31 |
2,999,567 |
$143,139,000 |
-41,201 |
|
WELLS FARGO & CO/MN |
440 |
- |
2024-03-31 |
2,320,536 |
$110,736,000 |
-222,888 |
|
CFS Investment Advisory Services LLC |
1 |
- |
2024-03-31 |
1,900,075 |
$90,672,000 |
4,430 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
179 |
- |
2024-03-31 |
1,520,275 |
$72,548,000 |
-44,309 |
|
Advisor Group Holdings Inc. |
130 |
- |
2024-03-31 |
1,454,224 |
$69,396,000 |
-22,258 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
194 |
- |
2024-03-31 |
1,258,345 |
$60,048,000 |
64,831 |
|
UBS Group AG |
689 |
- |
2024-03-31 |
1,214,107 |
$57,937,000 |
-208,598 |
|
Cetera Investment Advisers |
180 |
- |
2024-03-31 |
981,214 |
$46,824,000 |
871,732 |
|
RAYMOND JAMES & ASSOCIATES |
534 |
- |
2024-03-31 |
723,098 |
$34,506,000 |
-2,058 |
|
ENVESTNET ASSET MANAGEMENT INC |
834 |
- |
2024-03-31 |
711,885 |
$33,971,000 |
60,537 |
|
ROYAL BANK OF CANADA |
909 |
- |
2024-03-31 |
657,943 |
$31,397,000 |
5,968 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
171 |
- |
2024-03-31 |
601,490 |
$28,703,000 |
23,064 |
|
Ferguson Shapiro LLC |
3 |
- |
2024-03-31 |
600,239 |
$28,643,000 |
-115,094 |
|
FINANCIAL NETWORK |
159 |
- |
2024-03-31 |
546,647 |
$26,086,000 |
132,643 |
|
American Planning Services Inc. |
1 |
- |
2024-03-31 |
469,351 |
$22,397,000 |
7,349 |
|
Kestra Advisory Services LLC |
141 |
- |
2024-03-31 |
443,797 |
$21,178,000 |
32,328 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
298 |
- |
2024-03-31 |
422,043 |
$20,140,000 |
149,795 |
|
Atria Wealth Solutions Inc. |
100 |
- |
2024-03-31 |
388,927 |
$18,560,000 |
33,527 |
|
MML INVESTORS SERVICES LLC |
297 |
- |
2024-03-31 |
334,208 |
$15,948,000 |
-6,733 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
13 |
- |
2024-03-31 |
362,005 |
$15,664,000 |
13,105 |
|
MULTIFINANCIAL SECURITIES CORP |
159 |
- |
2024-03-31 |
322,944 |
$15,411,000 |
16,530 |
|
STIFEL FINANCIAL CORP |
672 |
- |
2024-03-31 |
297,102 |
$14,178,000 |
7,610 |
|
BB&T CORP |
534 |
- |
2024-03-31 |
272,657 |
$13,011,000 |
17,533 |
|
MBL Wealth LLC |
18 |
- |
2024-03-31 |
264,067 |
$12,601,000 |
875 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
410 |
- |
2024-03-31 |
259,914 |
$12,403,000 |
214 |
|
H D Vest Advisory Services |
148 |
- |
2024-03-31 |
250,101 |
$11,935,000 |
12,954 |
|
Geneos Wealth Management Inc. |
39 |
- |
2024-03-31 |
240,160 |
$11,460,000 |
26,210 |
|
Pacer Advisors Inc. |
334 |
- |
2024-03-31 |
225,865 |
$10,778,000 |
-18,800 |
|
Financial Enhancement Group LLC |
17 |
- |
2024-03-31 |
223,569 |
$10,418,000 |
-8,536 |
|
Steward Partners Investment Advisory LLC |
190 |
- |
2024-03-31 |
217,004 |
$10,355,000 |
-11,802 |
|
Tyche Wealth Partners LLC |
7 |
- |
2024-03-31 |
215,139 |
$10,266,000 |
-18,836 |
|
Meridian Wealth Advisors LLC |
12 |
- |
2024-03-31 |
206,249 |
$9,842,000 |
500 |
|
DAVENPORT & CO LLC |
205 |
- |
2024-03-31 |
197,951 |
$9,446,000 |
31,565 |
|
Rockefeller Capital Management L.P. |
541 |
- |
2024-03-31 |
179,195 |
$8,551,000 |
158,433 |
|
AMERIPRISE FINANCIAL INC |
2010 |
- |
2024-03-31 |
153,741 |
$7,339,000 |
110,969 |
|
CREATIVE PLANNING |
498 |
- |
2024-03-31 |
150,882 |
$7,200,000 |
-6,868 |
|
PFG Advisors |
45 |
- |
2024-03-31 |
147,910 |
$7,058,000 |
6,118 |
|
WEALTH BUILDERS |
15 |
- |
2024-03-31 |
142,688 |
$6,809,000 |
-53,058 |
|
MONECO Advisors LLC |
16 |
- |
2024-03-31 |
140,834 |
$6,721,000 |
3,625 |
|
HIGHTOWER ADVISORS, LLC |
845 |
- |
2024-03-31 |
135,379 |
$6,477,000 |
19,447 |
|
Goss Wealth Management LLC |
324 |
- |
2024-03-31 |
131,484 |
$6,274,000 |
-9,289 |
|
Private Advisor Group LLC |
401 |
- |
2024-03-31 |
125,785 |
$6,002,000 |
2,071 |
|
CAMARDA FINANCIAL ADVISORS, LLC |
11 |
- |
2024-03-31 |
124,933 |
$5,962,000 |
-9,873 |
|
Financial Advocates Investment Management |
86 |
- |
2024-03-31 |
103,722 |
$4,977,000 |
1,418 |
|
Stratos Wealth Partners LTD. |
245 |
- |
2024-03-31 |
98,627 |
$4,707,000 |
33,311 |
|
SPC FINANCIAL, INC. |
48 |
- |
2024-03-31 |
94,178 |
$4,494,000 |
10,754 |
|
MAGNOLIA CAPITAL ADVISORS LLC |
6 |
- |
2024-03-31 |
91,043 |
$4,114,000 |
2,558 |
|
J2 Capital Management Inc |
5 |
- |
2023-09-30 |
96,300 |
$3,848,000 |
-1,990 |
|
Whitaker-Myers Wealth Managers LTD. |
13 |
- |
2024-03-31 |
73,466 |
$3,506,000 |
453 |
|
Aft Forsyth & Sober LLC |
18 |
- |
2024-03-31 |
67,650 |
$3,228,000 |
0 |
|
J.W. COLE ADVISORS INC. |
141 |
- |
2024-03-31 |
65,488 |
$3,125,000 |
4,506 |
|
Gimbal Financial |
10 |
- |
2024-03-31 |
58,233 |
$2,779,000 |
19,442 |
|
CITIGROUP INC |
1557 |
- |
2024-03-31 |
57,812 |
$2,762,000 |
3,014 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1473 |
- |
2024-03-31 |
55,017 |
$2,625,000 |
17,497 |
|
Clarus Group Inc. |
15 |
- |
2024-03-31 |
51,982 |
$2,481,000 |
374 |
|
Global Retirement Partners LLC |
223 |
- |
2024-03-31 |
49,329 |
$2,354,000 |
4,245 |
|
FIRST HEARTLAND CONSULTANTS INC |
99 |
*New |
2024-03-31 |
48,772 |
$2,327,000 |
48,772 |
|
RENAISSANCE TECHNOLOGIES LLC |
1959 |
- |
2024-03-31 |
47,000 |
$2,243,000 |
24,595 |
|
JANNEY MONTGOMERY SCOTT LLC |
1148 |
- |
2024-03-31 |
42,123 |
$2,010,000 |
1,305 |
|
NATIONAL ASSET MANAGEMENT, INC. |
351 |
- |
2024-03-31 |
50,229 |
$2,007,000 |
16,945 |
|
Soltis Investment Advisors LLC |
120 |
- |
2024-03-31 |
40,802 |
$1,947,000 |
6,011 |
|
Kathmere Capital Management LLC |
67 |
- |
2024-03-31 |
40,212 |
$1,919,000 |
-3,844 |
|
Oder Investment Management LLC |
16 |
- |
2024-03-31 |
39,433 |
$1,882,000 |
-584 |
|
MONEY CONCEPTS CAPITAL CORP |
152 |
- |
2024-03-31 |
38,303 |
$1,828,000 |
-40,405 |
|
Emerald Investment Partners LLC |
97 |
- |
2024-03-31 |
37,904 |
$1,809,000 |
0 |
|
Ausdal Financial Partners Inc. |
109 |
*New |
2024-03-31 |
37,720 |
$1,800,000 |
37,720 |
|
CITADEL ADVISORS LLC |
2566 |
*New |
2024-03-31 |
34,988 |
$1,670,000 |
34,988 |
|
ADE LLC |
18 |
- |
2024-03-31 |
34,950 |
$1,668,000 |
789 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
121 |
- |
2024-03-31 |
34,961 |
$1,668,000 |
517 |
|
COMERICA BANK |
1270 |
- |
2024-03-31 |
34,815 |
$1,661,000 |
190 |
|
Advisor Resource Council |
27 |
- |
2024-03-31 |
32,883 |
$1,569,000 |
-7,335 |
|
BEAM Asset Management LLC |
28 |
- |
2024-03-31 |
31,247 |
$1,491,000 |
-1,185 |
|
Lunt Capital Management Inc. |
32 |
- |
2024-03-31 |
30,911 |
$1,475,000 |
7,036 |
|
Curtis Advisory Group LLC |
35 |
- |
2024-03-31 |
30,347 |
$1,448,000 |
3,580 |
|
Wealthcare Advisory Partners LLC |
293 |
- |
2024-03-31 |
29,962 |
$1,430,000 |
115 |
|
AXXCESS WEALTH MANAGEMENT LLC |
309 |
- |
2024-03-31 |
28,634 |
$1,366,000 |
-2,230 |
|
Vienna Asset Management LLC |
22 |
- |
2024-03-31 |
28,605 |
$1,365,000 |
5,090 |
|
OPPENHEIMER & CO INC |
638 |
- |
2024-03-31 |
28,584 |
$1,364,000 |
1,309 |
|
Capital Asset Advisory Services LLC |
118 |
- |
2024-03-31 |
28,634 |
$1,356,000 |
-2,230 |
|
American Institute for Advanced Investment Managem |
26 |
- |
2024-03-31 |
28,045 |
$1,338,000 |
-855 |
|
Concurrent Investment Advisors LLC |
323 |
- |
2024-03-31 |
27,727 |
$1,323,000 |
-1,706 |
|
WCG Wealth Advisors LLC |
163 |
- |
2024-03-31 |
27,048 |
$1,291,000 |
-83,912 |
|
IHT Wealth Management LLC |
360 |
- |
2024-03-31 |
26,200 |
$1,250,000 |
8,520 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
512 |
- |
2024-03-31 |
24,458 |
$1,167,000 |
446 |
|
EWG Elevate Inc. |
60 |
- |
2024-03-31 |
23,693 |
$1,131,000 |
466 |
|
LINCOLN NATIONAL CORP |
492 |
- |
2024-03-31 |
22,764 |
$1,086,000 |
2,141 |
|
RAYMOND JAMES TRUST CO |
452 |
- |
2024-03-31 |
22,591 |
$1,078,000 |
0 |
|
PRIVATE TRUST CO NA |
204 |
- |
2024-03-31 |
22,410 |
$1,069,000 |
1,004 |
|
WELCH GROUP, LLC |
86 |
- |
2024-03-31 |
20,807 |
$993,000 |
-1,515 |
|
INTL FCSTONE INC. |
168 |
- |
2024-03-31 |
19,474 |
$929,000 |
238 |
|
PNC FINANCIAL SERVICES GROUP INC |
1197 |
- |
2024-03-31 |
19,058 |
$909,000 |
0 |
|
DAVIDSON D A & CO |
771 |
- |
2024-03-31 |
18,887 |
$901,000 |
4,977 |
|
JBR Co Financial Management Inc |
37 |
- |
2024-03-31 |
18,571 |
$886,000 |
-2,229 |
|
Western Wealth Management LLC |
247 |
- |
2024-03-31 |
18,524 |
$884,000 |
-7,587 |
|
Sigma Planning Corp |
538 |
- |
2024-03-31 |
18,131 |
$865,000 |
-39,409 |
|
Perennial Investment Advisors LLC |
130 |
- |
2024-03-31 |
18,123 |
$865,000 |
1,375 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
78 |
- |
2024-03-31 |
17,648 |
$842,000 |
10,055 |
|
MARINER WEALTH ADVISORS, LLC |
1631 |
- |
2024-03-31 |
17,641 |
$842,000 |
0 |
|
|
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
|
|
|