|
Institutional
Holders
Total
Institutions:
|
147 8 |
|
Total
shares held :
|
18,404,075 |
|
% of shares
held :
|
74.21% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-316,657 |
|
% of shares
held change :
|
-1.28% |
|
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/ |
685 |
- |
2024-03-31 |
3,979,421 |
$172,707,000 |
323,983 |
|
CWM LLC |
79 |
- |
2024-03-31 |
1,162,808 |
$50,466,000 |
25,608 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
172 |
- |
2024-03-31 |
1,073,547 |
$46,592,000 |
319,942 |
|
ENVESTNET ASSET MANAGEMENT INC |
781 |
- |
2024-03-31 |
884,023 |
$38,367,000 |
162,587 |
|
SimpliFi Inc. |
1 |
- |
2024-03-31 |
882,857 |
$38,316,000 |
20,144 |
|
UBS Group AG |
886 |
- |
2024-03-31 |
861,720 |
$37,399,000 |
113,331 |
|
MERCER GLOBAL ADVISORS INC /ADV |
147 |
- |
2024-03-31 |
755,659 |
$32,796,000 |
192,814 |
|
Trilogy Capital Inc. |
15 |
- |
2024-03-31 |
711,070 |
$30,860,000 |
14,530 |
|
Prestige Wealth Management Group LLC |
5 |
- |
2024-03-31 |
600,023 |
$26,041,000 |
61,833 |
|
MORGAN STANLEY |
2553 |
- |
2024-03-31 |
518,305 |
$22,494,000 |
97,233 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
37 |
- |
2024-03-31 |
397,460 |
$17,250,000 |
117,023 |
|
Symphony Financial Ltd. Co. |
4 |
- |
2024-03-31 |
308,473 |
$13,388,000 |
42,215 |
|
JANE STREET GROUP LLC |
813 |
- |
2024-03-31 |
226,669 |
$9,837,000 |
165,315 |
|
INVENIO WEALTH PARTNERS LLC |
7 |
- |
2024-03-31 |
193,909 |
$8,416,000 |
63,744 |
|
Smartleaf Asset Management LLC |
4 |
- |
2024-03-31 |
189,565 |
$8,351,000 |
40,472 |
|
ATRIA INVESTMENTS LLC |
233 |
- |
2024-03-31 |
175,339 |
$7,610,000 |
22,068 |
|
CITADEL ADVISORS LLC |
1587 |
- |
2024-03-31 |
132,798 |
$5,763,000 |
132,798 |
|
STIFEL FINANCIAL CORP |
1087 |
- |
2024-03-31 |
126,959 |
$5,510,000 |
90,628 |
|
GSB Wealth Management LLC |
10 |
- |
2024-03-31 |
119,913 |
$5,204,000 |
105,265 |
|
J P MORGAN CHASE & CO |
2455 |
- |
2024-03-31 |
117,935 |
$5,118,000 |
36,957 |
|
RFG Advisory Group LLC |
110 |
- |
2024-03-31 |
110,393 |
$4,791,000 |
7,592 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
86,854 |
$3,823,000 |
10,431 |
|
QUANTITATIVE ADVANTAGE LLC |
46 |
- |
2023-03-31 |
86,272 |
$3,769,000 |
700 |
|
Insight Advisors LLC/ PA |
18 |
- |
2024-03-31 |
84,694 |
$3,676,000 |
61,806 |
|
Truadvice LLC |
18 |
- |
2023-09-30 |
83,896 |
$3,493,000 |
44,869 |
|
My Legacy Advisors LLC |
17 |
- |
2023-12-31 |
74,006 |
$3,244,000 |
1,574 |
|
Feltz Wealth PLAN Inc. |
95 |
- |
2024-03-31 |
69,686 |
$3,024,000 |
336 |
|
Golden State Equity Partners |
34 |
- |
2023-12-31 |
63,503 |
$2,793,000 |
744 |
|
Financial Planning & Information Services Inc. |
39 |
- |
2024-03-31 |
58,776 |
$2,551,000 |
6,003 |
|
Oxinas Partners Wealth Management LLC |
20 |
- |
2024-03-31 |
56,429 |
$2,449,000 |
8,359 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
353 |
- |
2024-03-31 |
50,578 |
$2,195,000 |
41,476 |
|
Sharper & Granite LLC |
29 |
- |
2024-03-31 |
50,677 |
$2,176,000 |
5,405 |
|
Mutual Advisors LLC |
261 |
- |
2024-03-31 |
47,860 |
$2,077,000 |
16,504 |
|
CI Private Wealth LLC |
1019 |
- |
2024-03-31 |
45,412 |
$1,971,000 |
2,326 |
|
NBC SECURITIES INC. |
116 |
- |
2024-03-31 |
42,382 |
$1,839,000 |
16,493 |
|
Cetera Investment Advisers |
1610 |
- |
2024-03-31 |
42,166 |
$1,830,000 |
32,288 |
|
BEACON FINANCIAL GROUP |
125 |
- |
2024-03-31 |
35,714 |
$1,550,000 |
29,579 |
|
WELLS FARGO & CO/MN |
2742 |
- |
2024-03-31 |
35,552 |
$1,543,000 |
6,674 |
|
H D Vest Advisory Services |
641 |
- |
2024-03-31 |
32,129 |
$1,394,000 |
393 |
|
NorthCrest Asset Manangement LLC |
246 |
- |
2024-03-31 |
29,846 |
$1,295,000 |
783 |
|
Centennial Wealth Advisory LLC |
33 |
- |
2024-03-31 |
27,589 |
$1,197,000 |
3,667 |
|
Independent Wealth Network Inc. |
44 |
- |
2024-03-31 |
26,412 |
$1,146,000 |
233 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2510 |
- |
2024-03-31 |
23,928 |
$1,038,000 |
23,928 |
|
Betterment LLC |
213 |
- |
2024-03-31 |
19,972 |
$867,000 |
1,162 |
|
JT Stratford LLC |
147 |
- |
2024-03-31 |
19,971 |
$867,000 |
6,332 |
|
MULTIFINANCIAL SECURITIES CORP |
1253 |
- |
2024-03-31 |
19,010 |
$825,000 |
1,205 |
|
Resources Investment Advisors Inc. |
569 |
- |
2024-03-31 |
18,532 |
$804,000 |
7,682 |
|
FINANCIAL NETWORK |
1649 |
- |
2024-03-31 |
17,071 |
$741,000 |
1,269 |
|
OLD MISSION CAPITAL LLC |
487 |
- |
2024-03-31 |
15,689 |
$681,000 |
15,689 |
|
Claro Advisors LLC |
220 |
- |
2024-03-31 |
12,749 |
$553,000 |
225 |
|
Signal Advisors Wealth LLC |
154 |
- |
2024-03-31 |
12,686 |
$551,000 |
2,800 |
|
Capstone Financial Advisors Inc. |
81 |
- |
2024-03-31 |
12,394 |
$538,000 |
127 |
|
SMI Advisory Services LLC |
50 |
- |
2024-03-31 |
11,899 |
$512,000 |
5,666 |
|
PARK AVENUE SECURITIES LLC |
934 |
- |
2024-03-31 |
11,747 |
$510,000 |
1,395 |
|
Global Retirement Partners LLC |
549 |
- |
2024-03-31 |
10,509 |
$456,000 |
344 |
|
Envestnet Portfolio Solutions Inc. |
1162 |
- |
2024-03-31 |
10,479 |
$455,000 |
2,521 |
|
Walkner Condon Financial Advisors LLC |
166 |
- |
2024-03-31 |
10,385 |
$451,000 |
40 |
|
CFG ASSET MANAGEMENT LLC |
144 |
- |
2024-03-31 |
10,240 |
$444,000 |
4,105 |
|
Winch Advisory Services LLC |
62 |
- |
2024-03-31 |
10,067 |
$437,000 |
2,543 |
|
Patriot Financial Group Insurance Agency LLC |
294 |
- |
2024-03-31 |
9,797 |
$425,000 |
3,011 |
|
McNamara Financial Services Inc. |
49 |
- |
2024-03-31 |
9,442 |
$410,000 |
722 |
|
CVA Family Office LLC |
170 |
- |
2024-03-31 |
9,336 |
$405,000 |
15 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
311 |
- |
2024-03-31 |
8,107 |
$352,000 |
1,704 |
|
HARBOUR INVESTMENTS INC. |
690 |
- |
2023-12-31 |
7,269 |
$320,000 |
7,139 |
|
IHT Wealth Management LLC |
807 |
- |
2024-03-31 |
6,833 |
$297,000 |
239 |
|
S.C. Financial Services Inc. |
93 |
- |
2022-12-31 |
5,697 |
$243,000 |
386 |
|
Coastal Investment Advisors Inc. |
419 |
- |
2024-03-31 |
4,030 |
$175,000 |
4,030 |
|
COMERICA BANK |
2373 |
- |
2024-03-31 |
3,726 |
$162,000 |
763 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
806 |
- |
2024-03-31 |
3,348 |
$145,000 |
3,348 |
|
PROEQUITIES INC. |
827 |
- |
2024-03-31 |
2,988 |
$130,000 |
182 |
|
Venturi Wealth Management LLC |
400 |
- |
2024-03-31 |
2,745 |
$119,000 |
1,146 |
|
CITIGROUP INC |
3523 |
- |
2024-03-31 |
1,676 |
$73,000 |
122 |
|
TUCKER ASSET MANAGEMENT LLC |
306 |
- |
2023-12-31 |
661 |
$29,000 |
555 |
|
Covestor Ltd |
1161 |
- |
2024-03-31 |
553 |
$24,000 |
56 |
|
Clear Point Advisors Inc. |
266 |
- |
2024-03-31 |
525 |
$23,000 |
3 |
|
BNP PARIBAS ARBITRAGE SA |
3324 |
- |
2024-03-31 |
9 |
$0 |
9 |
|
|
76 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
|
|
|