|
Institutional
Holders
Total
Institutions:
|
387 102 |
|
Total
shares held :
|
99,620,101 |
|
% of shares
held :
|
96.25% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
255 |
|
Amount
of shares held :
|
36,691,348 |
|
% of shares
held change :
|
35.45% |
|
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/ |
128 |
- |
2024-03-31 |
32,775,025 |
$1,611,220,000 |
8,110,073 |
|
MORGAN STANLEY |
348 |
- |
2024-03-31 |
12,823,460 |
$630,401,000 |
2,776,417 |
|
WELLS FARGO & CO/MN |
196 |
- |
2024-03-31 |
7,541,243 |
$370,728,000 |
1,860,189 |
|
LPL FINANCIAL CORP |
124 |
- |
2024-03-31 |
5,995,316 |
$294,730,000 |
1,959,819 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
48 |
- |
2024-03-31 |
5,054,373 |
$248,475,000 |
941,919 |
|
UBS Group AG |
252 |
- |
2024-03-31 |
4,665,441 |
$229,353,000 |
1,968,691 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
75 |
- |
2024-03-31 |
3,591,583 |
$176,562,000 |
1,043,619 |
|
STIFEL FINANCIAL CORP |
135 |
- |
2024-03-31 |
3,110,900 |
$152,933,000 |
683,359 |
|
RAYMOND JAMES & ASSOCIATES |
209 |
- |
2024-03-31 |
2,517,631 |
$123,767,000 |
706,650 |
|
Advisor Group Holdings Inc. |
69 |
- |
2024-03-31 |
2,473,578 |
$121,311,000 |
698,560 |
|
ROYAL BANK OF CANADA |
435 |
- |
2024-03-31 |
2,441,856 |
$120,041,000 |
368,650 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
117 |
- |
2024-03-31 |
2,023,207 |
$99,461,000 |
855,326 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
44 |
- |
2024-03-31 |
1,803,155 |
$88,643,000 |
433,265 |
|
HARBOUR INVESTMENTS INC. |
3 |
- |
2023-12-31 |
1,788,580 |
$85,905,000 |
216,392 |
|
AMERIPRISE FINANCIAL INC |
595 |
- |
2024-03-31 |
1,703,705 |
$84,149,000 |
1,056,602 |
|
Syntegra Private Wealth Group LLC |
3 |
- |
2024-03-31 |
1,692,143 |
$83,186,000 |
33,806 |
|
ENVESTNET ASSET MANAGEMENT INC |
500 |
- |
2024-03-31 |
1,671,456 |
$82,169,000 |
544,979 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
5 |
- |
2024-03-31 |
1,654,480 |
$81,334,000 |
325,855 |
|
Amplius Wealth Advisors LLC |
4 |
- |
2024-03-31 |
1,033,356 |
$50,799,000 |
303,362 |
|
FINANCIAL NETWORK |
84 |
- |
2024-03-31 |
995,969 |
$48,962,000 |
231,395 |
|
JANNEY MONTGOMERY SCOTT LLC |
166 |
- |
2024-03-31 |
860,756 |
$42,315,000 |
326,876 |
|
MML INVESTORS SERVICES LLC |
144 |
- |
2024-03-31 |
793,812 |
$39,024,000 |
293,338 |
|
CONFLUENCE INVESTMENT MANAGEMENT LLC |
60 |
- |
2024-03-31 |
788,662 |
$38,771,000 |
354,756 |
|
Kestra Advisory Services LLC |
74 |
- |
2024-03-31 |
752,301 |
$36,983,000 |
421,322 |
|
Bogart Wealth LLC |
14 |
- |
2024-03-31 |
718,773 |
$35,335,000 |
252,362 |
|
MERCER GLOBAL ADVISORS INC /ADV |
145 |
- |
2024-03-31 |
672,855 |
$33,078,000 |
645,763 |
|
Goss Wealth Management LLC |
78 |
- |
2024-03-31 |
666,636 |
$32,772,000 |
180,744 |
|
Rockefeller Capital Management L.P. |
227 |
- |
2024-03-31 |
627,654 |
$30,855,000 |
283,689 |
|
HIGHTOWER ADVISORS, LLC |
380 |
- |
2024-03-31 |
588,134 |
$28,875,000 |
283,972 |
|
H D Vest Advisory Services |
60 |
- |
2024-03-31 |
559,531 |
$27,507,000 |
192,322 |
|
J P MORGAN CHASE & CO |
1482 |
- |
2024-03-31 |
556,626 |
$27,364,000 |
141,231 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
270 |
- |
2024-03-31 |
536,382 |
$26,369,000 |
150,019 |
|
Baird Financial Group Inc. |
285 |
- |
2024-03-31 |
500,761 |
$24,617,000 |
211,344 |
|
Procyon Private Wealth Partners LLC |
7 |
- |
2024-03-31 |
489,756 |
$24,076,000 |
42,832 |
|
Tradition Wealth Management LLC |
8 |
- |
2024-03-31 |
464,494 |
$22,835,000 |
150,128 |
|
NewEdge Wealth LLC |
52 |
- |
2024-03-31 |
474,592 |
$21,978,000 |
63,380 |
|
CMC Financial Group |
2 |
- |
2024-03-31 |
425,363 |
$20,911,000 |
20,467 |
|
MULTIFINANCIAL SECURITIES CORP |
131 |
- |
2024-03-31 |
394,961 |
$19,416,000 |
244,852 |
|
Pasadena Private Wealth LLC |
5 |
- |
2024-03-31 |
391,568 |
$19,249,000 |
148,909 |
|
Pacer Advisors Inc. |
286 |
- |
2024-03-31 |
379,837 |
$18,673,000 |
4,520 |
|
Atria Wealth Solutions Inc. |
102 |
- |
2024-03-31 |
371,869 |
$18,281,000 |
141,854 |
|
Teamwork Financial Advisors LLC |
6 |
- |
2024-03-31 |
370,415 |
$18,210,000 |
357,648 |
|
Equitable Holdings Inc. |
94 |
- |
2024-03-31 |
358,426 |
$17,620,000 |
64,159 |
|
Legacy CG LLC |
3 |
- |
2024-03-31 |
341,682 |
$16,797,000 |
16,157 |
|
Grant Street Asset Management Inc. |
7 |
- |
2024-03-31 |
338,562 |
$16,644,000 |
249,476 |
|
BUFFINGTON MOHR MCNEAL |
6 |
- |
2024-03-31 |
336,571 |
$16,546,000 |
133,771 |
|
MARINER WEALTH ADVISORS, LLC |
370 |
- |
2024-03-31 |
333,470 |
$16,393,000 |
40,134 |
|
CIBC WORLD MARKETS INC. |
199 |
- |
2024-03-31 |
329,019 |
$16,175,000 |
207,908 |
|
DAYMARK WEALTH PARTNERS LLC |
26 |
- |
2024-03-31 |
325,404 |
$15,997,000 |
288,872 |
|
Cornerstone Wealth Management LLC |
13 |
- |
2024-03-31 |
321,648 |
$15,812,000 |
26,548 |
|
HOWARD FINANCIAL SERVICES LTD. |
13 |
- |
2024-03-31 |
318,076 |
$15,637,000 |
30,222 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
307 |
- |
2023-09-30 |
368,157 |
$15,352,000 |
90,893 |
|
CAMPBELL CAPITAL MANAGEMENT INC |
4 |
- |
2024-03-31 |
289,481 |
$14,230,000 |
46,461 |
|
Private Advisor Group LLC |
189 |
- |
2024-03-31 |
280,158 |
$13,773,000 |
54,793 |
|
KPP Advisory Services LLC |
3 |
- |
2024-03-31 |
276,061 |
$13,571,000 |
276,061 |
|
OPPENHEIMER & CO INC |
94 |
- |
2024-03-31 |
268,438 |
$13,196,000 |
14,205 |
|
FAMILY MANAGEMENT CORP |
11 |
- |
2024-03-31 |
261,945 |
$12,877,000 |
11,257 |
|
D E SHAW & CO INC |
707 |
- |
2024-03-31 |
260,193 |
$12,788,000 |
239,893 |
|
Certified Advisory Corp |
9 |
- |
2024-03-31 |
244,121 |
$12,001,000 |
36,772 |
|
Wealth Group Ltd |
10 |
- |
2024-03-31 |
256,325 |
$11,914,000 |
37,587 |
|
Sharkey Howes & Javer |
10 |
- |
2024-03-31 |
242,286 |
$11,911,000 |
60,791 |
|
DAVIDSON D A & CO |
155 |
- |
2024-03-31 |
239,206 |
$11,759,000 |
131,635 |
|
Avondale Wealth Management |
4 |
- |
2024-03-31 |
232,161 |
$11,413,000 |
8,661 |
|
KICKSTAND VENTURES LLC. |
11 |
- |
2024-03-31 |
197,708 |
$9,719,000 |
89,123 |
|
Madrona Financial Services LLC |
8 |
- |
2024-03-31 |
194,159 |
$9,545,000 |
8,152 |
|
PFG Advisors |
29 |
- |
2024-03-31 |
192,203 |
$9,449,000 |
19,233 |
|
Financial Planning & Information Services Inc. |
21 |
- |
2024-03-31 |
190,510 |
$9,365,000 |
18,388 |
|
Stony Point Wealth Management Inc. |
8 |
- |
2024-03-31 |
177,326 |
$8,717,000 |
23,320 |
|
Wealthcare Advisory Partners LLC |
75 |
- |
2024-03-31 |
151,442 |
$7,445,000 |
65,556 |
|
WEDBUSH MORGAN SECURITIES INC |
56 |
- |
2024-03-31 |
150,789 |
$7,413,000 |
56,698 |
|
Foundations Investment Advisors LLC |
95 |
- |
2024-03-31 |
149,779 |
$7,363,000 |
7,354 |
|
Vestcor Investment Management Corp |
115 |
- |
2024-03-31 |
126,136 |
$6,207,000 |
59,526 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
35 |
- |
2024-03-31 |
125,167 |
$6,153,000 |
9,237 |
|
J.W. COLE ADVISORS INC. |
67 |
- |
2024-03-31 |
124,965 |
$6,143,000 |
56,897 |
|
JONES FINANCIAL COMPANIES LLLP |
141 |
- |
2024-03-31 |
122,024 |
$5,999,000 |
107,094 |
|
COMERICA BANK |
630 |
- |
2024-03-31 |
119,820 |
$5,890,000 |
24,004 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
39 |
- |
2024-03-31 |
119,323 |
$5,865,000 |
39,442 |
|
DAVENPORT & CO LLC |
271 |
- |
2024-03-31 |
117,800 |
$5,791,000 |
31,935 |
|
CITADEL ADVISORS LLC |
1590 |
- |
2024-03-31 |
116,725 |
$5,738,000 |
57,239 |
|
Smart Money Group LLC |
14 |
- |
2024-03-31 |
123,601 |
$5,668,000 |
115,276 |
|
CORA CAPITAL ADVISORS LLC |
8 |
- |
2024-03-31 |
111,587 |
$5,486,000 |
5,543 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
13 |
- |
2024-03-31 |
110,847 |
$5,449,000 |
55,523 |
|
Principle Wealth Partners LLC |
58 |
- |
2024-03-31 |
110,793 |
$5,447,000 |
20,242 |
|
CAPTRUST FINANCIAL ADVISORS |
493 |
- |
2024-03-31 |
103,781 |
$5,102,000 |
21,818 |
|
ATRIA INVESTMENTS LLC |
291 |
- |
2023-12-31 |
106,098 |
$5,096,000 |
80,940 |
|
Aspen Wealth Strategies LLC |
8 |
- |
2024-03-31 |
103,621 |
$5,094,000 |
17,958 |
|
BB&T CORP |
872 |
- |
2024-03-31 |
102,333 |
$5,031,000 |
89,638 |
|
Provident Wealth Management LLC |
14 |
- |
2024-03-31 |
99,616 |
$4,897,000 |
2,793 |
|
Kingsview Wealth Management LLC |
173 |
- |
2024-03-31 |
99,431 |
$4,888,000 |
90,090 |
|
MONECO Advisors LLC |
28 |
- |
2024-03-31 |
94,689 |
$4,655,000 |
37,935 |
|
Sigma Planning Corp |
138 |
- |
2024-03-31 |
94,121 |
$4,627,000 |
63,793 |
|
Visionary Wealth Advisors |
86 |
- |
2024-03-31 |
93,954 |
$4,619,000 |
10,110 |
|
IHT Wealth Management LLC |
122 |
- |
2024-03-31 |
86,112 |
$4,233,000 |
20,325 |
|
BENJAMIN EDWARDS INC |
23 |
- |
2024-03-31 |
85,862 |
$4,221,000 |
25,323 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
25 |
- |
2024-03-31 |
85,495 |
$4,203,000 |
35,890 |
|
MENLO ADVISORS LLC |
17 |
- |
2024-03-31 |
85,075 |
$4,182,000 |
21,645 |
|
Northeast Financial Consultants Inc |
73 |
- |
2024-03-31 |
84,814 |
$4,169,000 |
12,290 |
|
Cedrus LLC |
14 |
- |
2024-03-31 |
80,944 |
$3,979,000 |
32,290 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
240 |
- |
2024-03-31 |
80,546 |
$3,960,000 |
37,188 |
|
Owen LaRue LLC |
14 |
- |
2024-03-31 |
80,536 |
$3,959,000 |
43,376 |
|
|
100 Records found
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1
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