|
Institutional
Holders
Total
Institutions:
|
267 15 |
|
Total
shares held :
|
53,766,248 |
|
% of shares
held :
|
59.74% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
69 |
|
Amount
of shares held :
|
2,163,663 |
|
% of shares
held change :
|
2.4% |
|
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/ |
618 |
- |
2024-03-31 |
6,454,503 |
$201,058,000 |
474,553 |
|
MORGAN STANLEY |
853 |
- |
2024-03-31 |
5,751,696 |
$179,165,000 |
1,024,607 |
|
Northeast Financial Consultants Inc |
10 |
- |
2024-03-31 |
1,605,503 |
$50,011,000 |
590,968 |
|
VAN ECK ASSOCIATES CORP |
163 |
- |
2024-03-31 |
1,540,503 |
$47,987,000 |
200,109 |
|
OMERS ADMINISTRATION CORP |
43 |
- |
2024-03-31 |
1,500,267 |
$46,733,000 |
77,252 |
|
ROYAL BANK OF CANADA |
775 |
- |
2024-03-31 |
1,346,616 |
$41,948,000 |
230,525 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
215 |
- |
2024-03-31 |
1,085,676 |
$33,819,000 |
131,876 |
|
ARES MANAGEMENT LLC |
10 |
- |
2024-03-31 |
1,024,015 |
$31,898,000 |
95,507 |
|
UBS Group AG |
1023 |
- |
2024-03-31 |
888,858 |
$27,688,000 |
46,318 |
|
WELLS FARGO & CO/MN |
1042 |
- |
2024-03-31 |
743,379 |
$23,156,000 |
193,717 |
|
BLACKROCK INC. |
2949 |
- |
2024-03-31 |
591,567 |
$18,427,000 |
68,810 |
|
STIFEL FINANCIAL CORP |
637 |
- |
2024-03-31 |
504,147 |
$15,704,000 |
213,316 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
105 |
- |
2024-03-31 |
497,166 |
$15,487,000 |
7,209 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
15 |
- |
2024-03-31 |
414,712 |
$12,918,000 |
3,920 |
|
LPL FINANCIAL CORP |
1196 |
- |
2024-03-31 |
392,190 |
$12,217,000 |
65,859 |
|
RAYMOND JAMES & ASSOCIATES |
1068 |
- |
2024-03-31 |
377,044 |
$11,745,000 |
45,144 |
|
RWM Asset Management LLC |
13 |
- |
2024-03-31 |
358,970 |
$11,182,000 |
23,685 |
|
Proficio Capital Partners LLC |
18 |
- |
2024-03-31 |
357,932 |
$11,150,000 |
27,818 |
|
Baird Financial Group Inc. |
465 |
- |
2024-03-31 |
326,956 |
$10,185,000 |
54,465 |
|
ENVESTNET ASSET MANAGEMENT INC |
1678 |
- |
2024-03-31 |
251,556 |
$7,836,000 |
203,260 |
|
NEUBERGER BERMAN GROUP LLC |
855 |
- |
2024-03-31 |
223,831 |
$6,972,000 |
5,284 |
|
JANNEY MONTGOMERY SCOTT LLC |
652 |
- |
2024-03-31 |
213,773 |
$6,659,000 |
77,563 |
|
Rockefeller Capital Management L.P. |
610 |
- |
2024-03-31 |
213,441 |
$6,649,000 |
38,667 |
|
CITADEL ADVISORS LLC |
1550 |
- |
2024-03-31 |
196,389 |
$6,118,000 |
161,401 |
|
PUTNAM INVESTMENTS LLC |
366 |
- |
2023-12-31 |
207,679 |
$5,740,000 |
41,460 |
|
BERNZOTT CAPITAL ADVISORS |
32 |
- |
2024-03-31 |
181,839 |
$5,664,000 |
5,585 |
|
Embree Financial Group |
19 |
- |
2024-03-31 |
177,860 |
$5,540,000 |
7,481 |
|
Brainard Capital Management LLC |
6 |
- |
2023-03-31 |
200,916 |
$5,009,000 |
263 |
|
Pine Valley Investments Ltd Liability Co |
63 |
- |
2024-03-31 |
147,540 |
$4,597,000 |
12,226 |
|
Pallas Capital Advisors LLC |
102 |
- |
2024-03-31 |
142,627 |
$4,443,000 |
6,536 |
|
Global Retirement Partners LLC |
141 |
- |
2024-03-31 |
139,222 |
$4,337,000 |
4,264 |
|
Steward Partners Investment Advisory LLC |
371 |
- |
2024-03-31 |
133,607 |
$4,162,000 |
23,951 |
|
Hennion & Walsh Asset Management Inc. |
116 |
- |
2024-03-31 |
127,887 |
$3,984,000 |
5,232 |
|
Venture Visionary Partners LLC |
133 |
- |
2024-03-31 |
110,514 |
$3,443,000 |
514 |
|
ALLEN INVESTMENT MANAGEMENT LLC |
91 |
- |
2024-03-31 |
110,380 |
$3,438,000 |
62,900 |
|
Waterloo Capital L.P. |
72 |
- |
2024-03-31 |
86,503 |
$2,695,000 |
22,215 |
|
FIXED INCOME SECURITIES INC |
468 |
- |
2024-03-31 |
83,596 |
$2,604,000 |
5,681 |
|
INVESCO LTD |
2490 |
- |
2024-03-31 |
76,461 |
$2,382,000 |
4,736 |
|
NATIONAL ASSET MANAGEMENT, INC. |
304 |
- |
2024-03-31 |
82,918 |
$2,332,000 |
11,916 |
|
MULTIFINANCIAL SECURITIES CORP |
780 |
- |
2024-03-31 |
68,924 |
$2,147,000 |
61,066 |
|
SMITH MOORE & CO. |
88 |
- |
2024-03-31 |
67,539 |
$2,104,000 |
11,535 |
|
Crescent Grove Advisors LLC |
70 |
- |
2024-03-31 |
65,686 |
$2,097,000 |
1,726 |
|
DFPG INVESTMENTS INC. |
144 |
- |
2023-12-31 |
71,126 |
$1,989,000 |
2,013 |
|
GraniteShares Advisors LLC |
14 |
- |
2024-03-31 |
61,403 |
$1,913,000 |
7,812 |
|
Ethos Financial Group LLC |
50 |
- |
2024-03-31 |
58,763 |
$1,871,000 |
12,336 |
|
LEAVELL T & ASSOCIATES INC |
179 |
- |
2024-03-31 |
58,093 |
$1,854,000 |
3,175 |
|
Icon Wealth Advisors LLC |
105 |
- |
2024-03-31 |
57,267 |
$1,784,000 |
2,897 |
|
Inlet Private Wealth LLC |
64 |
- |
2024-03-31 |
54,074 |
$1,684,000 |
1,894 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
100 |
- |
2024-03-31 |
53,368 |
$1,662,000 |
4,090 |
|
Snowden Capital Advisors LLC |
361 |
- |
2024-03-31 |
50,871 |
$1,624,000 |
334 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1395 |
- |
2024-03-31 |
52,085 |
$1,622,000 |
17,785 |
|
Summit Global Investments |
|
- |
2024-03-31 |
50,908 |
$1,586,000 |
194 |
|
CIBC WORLD MARKETS INC. |
647 |
- |
2024-03-31 |
49,633 |
$1,546,000 |
8,860 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
836 |
- |
2023-09-30 |
54,854 |
$1,501,000 |
37,148 |
|
Register Financial Advisors LLC |
34 |
- |
2024-03-31 |
47,548 |
$1,481,000 |
33,427 |
|
BARNETT & COMPANY, INC. |
32 |
- |
2024-03-31 |
46,546 |
$1,450,000 |
3,996 |
|
BROWN ADVISORY HOLDINGS INC |
697 |
- |
2024-03-31 |
45,806 |
$1,427,000 |
2,632 |
|
RATHBONE BROTHERS PLC |
288 |
- |
2024-03-31 |
45,733 |
$1,425,000 |
10,733 |
|
WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV |
58 |
- |
2024-03-31 |
44,120 |
$1,374,000 |
15,224 |
|
GFS ADVISORS, LLC |
79 |
- |
2024-03-31 |
43,900 |
$1,367,000 |
17,100 |
|
Cetera Investment Advisers |
774 |
- |
2024-03-31 |
43,022 |
$1,340,000 |
10,489 |
|
Cornerstone Wealth Management LLC |
168 |
- |
2024-03-31 |
42,942 |
$1,338,000 |
4,996 |
|
HANSON MCCLAIN, INC. |
362 |
- |
2024-03-31 |
42,332 |
$1,319,000 |
296 |
|
HOHIMER WEALTH MANAGEMENT LLC |
93 |
- |
2024-03-31 |
40,663 |
$1,267,000 |
771 |
|
Perigon Wealth Management LLC |
322 |
- |
2024-03-31 |
40,108 |
$1,249,000 |
741 |
|
Sonora Investment Management Group LLC |
104 |
- |
2024-03-31 |
38,905 |
$1,212,000 |
3,550 |
|
Icon Wealth Partners LLC |
109 |
- |
2023-09-30 |
44,121 |
$1,207,000 |
370 |
|
Ameritas Advisory Services LLC |
338 |
- |
2024-03-31 |
36,790 |
$1,177,000 |
36,790 |
|
MCCORMACK ADVISORS INTERNATIONAL |
479 |
- |
2024-03-31 |
36,360 |
$1,133,000 |
27,321 |
|
COLUMBIA ADVISORY PARTNERS LLC |
16 |
- |
2024-03-31 |
34,499 |
$1,075,000 |
6,676 |
|
COMERICA BANK |
1504 |
- |
2024-03-31 |
33,934 |
$1,057,000 |
361 |
|
Beacon Pointe Advisors LLC |
691 |
- |
2024-03-31 |
30,982 |
$965,000 |
2,403 |
|
Private Advisor Group LLC |
1185 |
- |
2024-03-31 |
29,938 |
$933,000 |
689 |
|
Dynamic Advisors Solutions LLC |
459 |
- |
2024-03-31 |
29,401 |
$916,000 |
400 |
|
SG AMERICAS SECURITIES LLC |
995 |
- |
2024-03-31 |
28,712 |
$894,000 |
11,924 |
|
EVERPAR ADVISORS LLC |
41 |
- |
2024-03-31 |
28,023 |
$873,000 |
100 |
|
Moors & Cabot Inc. |
340 |
- |
2024-03-31 |
28,000 |
$872,000 |
15,140 |
|
Streettalk Advisors LLC |
190 |
- |
2024-03-31 |
25,454 |
$793,000 |
1,262 |
|
Bleakley Financial Group LLC |
510 |
- |
2024-03-31 |
23,664 |
$737,000 |
842 |
|
Fiduciary Group LLC |
159 |
- |
2024-03-31 |
22,505 |
$701,000 |
2,159 |
|
H D Vest Advisory Services |
906 |
- |
2024-03-31 |
21,797 |
$679,000 |
5,122 |
|
CI Private Wealth LLC |
1472 |
- |
2024-03-31 |
21,625 |
$674,000 |
1,644 |
|
HPM Partners LLC |
1490 |
- |
2024-03-31 |
19,870 |
$627,000 |
9,843 |
|
Kestra Advisory Services LLC |
1506 |
- |
2024-03-31 |
20,049 |
$625,000 |
12,294 |
|
CAMPBELL CAPITAL MANAGEMENT INC |
35 |
- |
2024-03-31 |
20,000 |
$623,000 |
20,000 |
|
US BANCORP |
1359 |
- |
2024-03-31 |
19,935 |
$621,000 |
6,002 |
|
Redhawk Wealth Advisors Inc. |
178 |
- |
2024-03-31 |
19,000 |
$592,000 |
949 |
|
Sontag Advisory LLC |
395 |
- |
2024-03-31 |
18,882 |
$588,000 |
39 |
|
Atlantic Trust Group LLC |
797 |
- |
2024-03-31 |
18,577 |
$572,000 |
3,184 |
|
Activest Wealth Management |
33 |
- |
2024-03-31 |
18,371 |
$572,000 |
17,062 |
|
ACORN CREEK CAPITAL LLC |
31 |
- |
2024-03-31 |
17,634 |
$549,000 |
1,298 |
|
Integrated Advisors Network LLC |
460 |
- |
2024-03-31 |
15,932 |
$496,000 |
1,100 |
|
Stratos Wealth Partners LTD. |
883 |
- |
2024-03-31 |
15,824 |
$493,000 |
475 |
|
Cooper Financial Group |
218 |
- |
2024-03-31 |
15,726 |
$490,000 |
2,165 |
|
BANK OF NEW YORK MELLON CORP |
3465 |
- |
2024-03-31 |
15,670 |
$488,000 |
387 |
|
Pasadena Private Wealth LLC |
81 |
- |
2024-03-31 |
15,535 |
$484,000 |
729 |
|
Virtus ETF Advisers LLC |
183 |
- |
2024-03-31 |
14,938 |
$465,000 |
5,048 |
|
IPG Investment Advisors LLC |
100 |
- |
2024-03-31 |
14,115 |
$451,000 |
3,115 |
|
Magnus Financial Group LLC |
198 |
- |
2024-03-31 |
14,418 |
$449,000 |
6,209 |
|
Atomi Financial Group Inc. |
389 |
- |
2024-03-31 |
13,931 |
$434,000 |
1,889 |
|
|
100 Records found
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1
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