|
Institutional
Holders
Total
Institutions:
|
509 66 |
|
Total
shares held :
|
55,659,129 |
|
% of shares
held :
|
61.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
220 |
|
Amount
of shares held :
|
3,553,092 |
|
% of shares
held change :
|
3.95% |
|
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 |
INVESCO LTD |
43 |
- |
2024-03-31 |
7,560,587 |
$1,381,244,000 |
1,945,618 |
|
LPL FINANCIAL CORP |
29 |
- |
2024-03-31 |
5,707,972 |
$1,042,789,000 |
701,367 |
|
First Command Advisory Services Inc. |
3 |
- |
2024-03-31 |
4,958,139 |
$906,006,000 |
-55,383 |
|
Clal Insurance Enterprises Holdings Ltd |
4 |
- |
2024-03-31 |
2,538,006 |
$463,668,000 |
-329,573 |
|
FMR LLC |
511 |
- |
2024-03-31 |
2,276,227 |
$416,612,000 |
142,451 |
|
MORGAN STANLEY |
506 |
- |
2024-03-31 |
2,252,097 |
$411,436,000 |
476,386 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
46 |
- |
2024-03-31 |
1,431,249 |
$261,480,000 |
98,880 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
24 |
- |
2024-03-31 |
1,428,387 |
$260,952,000 |
80,230 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
57 |
- |
2024-03-31 |
1,334,544 |
$243,808,000 |
73,946 |
|
MEITAV DASH INVESTMENTS LTD |
5 |
- |
2024-03-31 |
1,264,323 |
$231,041,000 |
17,800 |
|
Cetera Investment Advisers |
33 |
- |
2024-03-31 |
1,043,700 |
$190,673,000 |
879,707 |
|
AMERIPRISE FINANCIAL INC |
348 |
- |
2024-03-31 |
1,024,814 |
$188,025,000 |
-129,146 |
|
BANK OF NEW YORK MELLON CORP |
428 |
- |
2024-03-31 |
929,408 |
$169,794,000 |
97,618 |
|
BANK OF AMERICA CORP /DE/ |
725 |
- |
2024-03-31 |
825,836 |
$150,872,000 |
41,524 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
49 |
- |
2024-03-31 |
815,403 |
$148,966,000 |
-70,162 |
|
FINANCIAL NETWORK |
15 |
- |
2024-03-31 |
784,243 |
$143,273,000 |
36,848 |
|
Money Design Co.Ltd. |
2 |
- |
2024-03-31 |
770,423 |
$140,749,000 |
-14,592 |
|
PFS INVESTMENTS INC. |
4 |
- |
2023-06-30 |
892,329 |
$135,616,000 |
41,376 |
|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
1 |
- |
2024-03-31 |
733,289 |
$133,965,000 |
-311,866 |
|
Gerber Kawasaki Wealth & Investment Management |
1 |
- |
2024-03-31 |
708,435 |
$129,423,000 |
19,396 |
|
Advisor Group Holdings Inc. |
65 |
- |
2024-03-31 |
686,986 |
$125,407,000 |
-440,714 |
|
Private Advisor Group LLC |
23 |
- |
2024-03-31 |
554,178 |
$101,240,000 |
131,563 |
|
Banco Santander S.A. |
9 |
- |
2024-03-31 |
550,000 |
$100,480,000 |
-34,000 |
|
TAIYO LIFE INSURANCE CO |
|
- |
2024-03-31 |
490,000 |
$89,518,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
132 |
- |
2024-03-31 |
482,079 |
$88,071,000 |
136,510 |
|
JANUS HENDERSON GROUP PLC |
293 |
- |
2024-03-31 |
458,676 |
$83,796,000 |
-17,059 |
|
ENVESTNET ASSET MANAGEMENT INC |
506 |
- |
2024-03-31 |
443,333 |
$80,993,000 |
-1,416,168 |
|
Frank Rimerman Advisors LLC |
1 |
- |
2024-03-31 |
442,426 |
$80,827,000 |
7,446 |
|
HOLLENCREST SECURITIES LLC |
5 |
- |
2024-03-31 |
414,341 |
$75,696,000 |
383,458 |
|
ROYAL BANK OF CANADA |
599 |
- |
2024-03-31 |
386,083 |
$70,534,000 |
70,723 |
|
RAYMOND JAMES & ASSOCIATES |
352 |
- |
2024-03-31 |
354,172 |
$64,704,000 |
33,818 |
|
HUNTINGTON ASSET ADVISORS INC. |
5 |
*New |
2024-03-31 |
336,613 |
$61,496,000 |
336,613 |
|
HPM Partners LLC |
137 |
- |
2024-03-31 |
370,388 |
$58,721,000 |
61,011 |
|
RFG Advisory Group LLC |
8 |
- |
2024-03-31 |
297,708 |
$54,388,000 |
7,469 |
|
UBS Group AG |
719 |
- |
2024-03-31 |
294,007 |
$53,712,000 |
47,120 |
|
MARINER WEALTH ADVISORS, LLC |
186 |
- |
2024-03-31 |
282,133 |
$51,543,000 |
-3,920 |
|
Q3 Asset Management |
2 |
- |
2024-03-31 |
260,000 |
$47,499,000 |
-10,000 |
|
SAX WEALTH ADVISORS LLC |
5 |
- |
2024-03-31 |
259,912 |
$47,483,000 |
160,440 |
|
EXCHANGE TRADED CONCEPTS LLC |
11 |
- |
2024-03-31 |
247,525 |
$45,220,000 |
-25,943 |
|
NOMURA ASSET MANAGEMENT CO LTD |
142 |
- |
2024-03-31 |
246,225 |
$44,983,000 |
35,825 |
|
MML INVESTORS SERVICES LLC |
131 |
- |
2024-03-31 |
235,356 |
$42,997,000 |
15,829 |
|
Whelan Financial |
1 |
- |
2024-03-31 |
234,977 |
$42,928,000 |
-9,627 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
114 |
- |
2024-03-31 |
230,650 |
$42,137,000 |
47,296 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
306 |
- |
2024-03-31 |
203,909 |
$37,252,000 |
167,826 |
|
Kestra Advisory Services LLC |
82 |
- |
2024-03-31 |
186,696 |
$34,107,000 |
21,569 |
|
WADDELL & ASSOCIATES LLC |
9 |
- |
2024-03-31 |
184,246 |
$33,660,000 |
-4,924 |
|
H D Vest Advisory Services |
46 |
- |
2024-03-31 |
176,467 |
$32,239,000 |
34,361 |
|
TruWealth Advisors LLC |
12 |
- |
2024-03-31 |
173,062 |
$31,617,000 |
1,673 |
|
LEITH WHEELER INVESTMENT COUNSEL LTD. |
2 |
- |
2024-03-31 |
162,507 |
$29,688,000 |
14,062 |
|
Syntegra Private Wealth Group LLC |
9 |
- |
2024-03-31 |
162,418 |
$29,672,000 |
1,545 |
|
J P MORGAN CHASE & CO |
1436 |
- |
2024-03-31 |
162,383 |
$29,666,000 |
23,601 |
|
IEQ CAPITAL LLC |
36 |
- |
2024-03-31 |
161,634 |
$29,529,000 |
-40,241 |
|
Levy Wealth Management Group LLC |
4 |
- |
2024-03-31 |
174,641 |
$29,434,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
87 |
- |
2024-03-31 |
160,112 |
$29,251,000 |
66,622 |
|
Tobias Financial Advisors Inc. |
4 |
- |
2024-03-31 |
155,947 |
$28,490,000 |
-83 |
|
Marmo Financial Group LLC |
2 |
- |
2024-03-31 |
155,325 |
$28,376,000 |
57,021 |
|
BANK HAPOALIM BM |
5 |
*New |
2024-03-31 |
153,000 |
$27,952,000 |
153,000 |
|
Verde Capital Management |
3 |
- |
2024-03-31 |
146,087 |
$26,689,000 |
-7,791 |
|
EdgeRock Capital LLC |
1 |
- |
2024-03-31 |
144,722 |
$26,439,000 |
2,786 |
|
DENVER WEALTH MANAGEMENT INC. |
2 |
- |
2024-03-31 |
140,564 |
$25,679,000 |
12,073 |
|
Western Wealth Management LLC |
5 |
- |
2024-03-31 |
138,927 |
$25,381,000 |
5,321 |
|
Fusion Family Wealth LLC |
14 |
- |
2024-03-31 |
138,347 |
$25,275,000 |
74,239 |
|
BB&T CORP |
367 |
- |
2024-03-31 |
135,634 |
$24,779,000 |
8,403 |
|
Equitable Holdings Inc. |
76 |
- |
2024-03-31 |
131,959 |
$24,108,000 |
35,489 |
|
SMI Advisory Services LLC |
4 |
*New |
2024-03-31 |
130,309 |
$23,710,000 |
130,309 |
|
SMITH CHAS P & ASSOCIATES PA CPAS |
29 |
- |
2024-03-31 |
127,913 |
$23,368,000 |
10,978 |
|
BP WEALTH MANAGEMENT LLC |
42 |
- |
2024-03-31 |
127,529 |
$23,298,000 |
95,176 |
|
B&D White Capital Company LLC |
8 |
- |
2024-03-31 |
125,520 |
$22,931,000 |
-3,796 |
|
Sanctuary Wealth Management L.L.C. |
1 |
- |
2024-03-31 |
123,917 |
$22,638,000 |
-557 |
|
Horizon Wealth Management LLC |
5 |
- |
2024-03-31 |
122,296 |
$22,342,000 |
9,058 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
6 |
- |
2024-03-31 |
119,988 |
$21,921,000 |
233 |
|
Dechtman Wealth Management LLC |
9 |
- |
2024-03-31 |
113,768 |
$20,784,000 |
29,319 |
|
Grubman Wealth Management |
7 |
- |
2024-03-31 |
112,921 |
$20,630,000 |
-1,231 |
|
Financial Partners Group Inc |
8 |
- |
2024-03-31 |
112,484 |
$20,550,000 |
10,721 |
|
DOrazio & Associates Inc. |
11 |
- |
2024-03-31 |
112,016 |
$20,464,000 |
10,534 |
|
Waterloo Capital L.P. |
5 |
- |
2024-03-31 |
109,112 |
$19,934,000 |
46,439 |
|
Global Wealth Strategies & Associates |
4 |
- |
2024-03-31 |
107,483 |
$19,636,000 |
4,339 |
|
Gladstone Institutional Advisory LLC |
15 |
- |
2024-03-31 |
106,606 |
$19,476,000 |
5,474 |
|
Aveo Capital Partners LLC |
6 |
- |
2024-03-31 |
108,581 |
$19,458,000 |
28,275 |
|
Migdal Insurance & Financial Holdings Ltd. |
63 |
*New |
2024-03-31 |
104,357 |
$19,065,000 |
104,357 |
|
Whitaker-Myers Wealth Managers LTD. |
3 |
- |
2024-03-31 |
101,999 |
$18,634,000 |
-114 |
|
ADAMSBROWN WEALTH CONSULTANTS LLC |
5 |
- |
2024-03-31 |
101,325 |
$18,511,000 |
6,240 |
|
ARTHUR M. COHEN & ASSOCIATES LLC |
10 |
- |
2024-03-31 |
97,408 |
$18,220,000 |
7,277 |
|
AAFCPAs Wealth Management LLC |
4 |
- |
2024-03-31 |
94,718 |
$17,304,000 |
2,646 |
|
Prosperity Consulting Group LLC |
5 |
- |
2024-03-31 |
94,146 |
$17,200,000 |
55,274 |
|
360 Financial Inc. |
2 |
- |
2024-03-31 |
93,886 |
$17,152,000 |
6,408 |
|
Solano Wealth Management Inc. |
5 |
- |
2024-03-31 |
91,356 |
$16,690,000 |
25,486 |
|
Main Management LLC |
20 |
- |
2024-03-31 |
89,383 |
$16,329,000 |
1,350 |
|
Diversified LLC |
8 |
- |
2024-03-31 |
88,895 |
$16,240,000 |
-173,428 |
|
RETIREMENT FINANCIAL SOLUTIONS LLC |
4 |
- |
2024-03-31 |
88,440 |
$16,157,000 |
8,580 |
|
WELLS FARGO & CO/MN |
1240 |
- |
2024-03-31 |
87,155 |
$15,922,000 |
84,699 |
|
Echo45 Advisors LLC |
2 |
- |
2024-03-31 |
87,106 |
$15,913,000 |
-473 |
|
ANCORA ADVISORS, LLC |
53 |
- |
2024-03-31 |
86,356 |
$15,776,000 |
1,910 |
|
AMS Capital Ltda |
5 |
*New |
2024-03-31 |
83,118 |
$15,000,000 |
83,118 |
|
SOL CAPITAL MANAGEMENT CO |
8 |
- |
2024-03-31 |
79,478 |
$14,520,000 |
35,886 |
|
US BANCORP |
359 |
- |
2024-03-31 |
79,457 |
$14,516,000 |
4,074 |
|
Stratos Wealth Partners LTD. |
83 |
- |
2024-03-31 |
78,520 |
$14,345,000 |
11,293 |
|
Integrated Wealth Concepts LLC |
122 |
- |
2024-03-31 |
76,134 |
$13,910,000 |
41,811 |
|
Good Life Advisors LLC |
17 |
- |
2024-03-31 |
76,017 |
$13,887,000 |
2,188 |
|
Goss Wealth Management LLC |
185 |
- |
2024-03-31 |
70,863 |
$12,946,000 |
63 |
|
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100 Records found
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1
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