|
Institutional
Holders
Total
Institutions:
|
618 144 |
|
Total
shares held :
|
139,176,178 |
|
% of shares
held :
|
15.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
308 |
|
Amount
of shares held :
|
46,465,937 |
|
% of shares
held change :
|
5.16% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
181
|
10,428,959
|
7.49%
|
|
|
Increased
Positions : |
260
|
39,340,760
|
28.27%
|
|
|
Unchanged
Positions : |
81
|
2,600,021
|
1.87%
|
|
|
Decreased
Positions : |
96
|
-2,333,349
|
-1.68%
|
|
|
Closed
Positions : |
37
|
-970,433
|
-0.7%
|
|
|
Guru
Positions : |
2
|
655,692
|
0.47%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
43 |
- |
2024-03-31 |
18,591,796 |
$1,070,330,000 |
9,096,886 |
|
BANK OF AMERICA CORP /DE/ |
208 |
- |
2024-03-31 |
17,518,680 |
$1,008,550,000 |
4,277,332 |
|
J P MORGAN CHASE & CO |
345 |
- |
2024-03-31 |
9,199,245 |
$529,601,000 |
2,176,236 |
|
BANK OF NEW YORK MELLON CORP |
189 |
- |
2024-03-31 |
8,875,287 |
$510,950,000 |
1,641,911 |
|
NORTHERN TRUST CORP |
274 |
- |
2024-03-31 |
6,530,463 |
$375,959,000 |
1,419,334 |
|
MORGAN STANLEY |
599 |
- |
2024-03-31 |
5,671,803 |
$326,526,000 |
2,300,450 |
|
JANE STREET GROUP LLC |
42 |
- |
2024-03-31 |
5,636,398 |
$324,487,000 |
4,204,601 |
|
LPL FINANCIAL CORP |
119 |
- |
2024-03-31 |
5,458,323 |
$314,236,000 |
2,840,652 |
|
AMERIPRISE FINANCIAL INC |
252 |
- |
2024-03-31 |
5,223,783 |
$300,096,000 |
2,186,816 |
|
RICHARD BERNSTEIN ADVISORS LLC |
3 |
- |
2024-03-31 |
5,042,057 |
$290,271,000 |
1,855,193 |
|
US BANCORP |
69 |
- |
2024-03-31 |
3,854,349 |
$221,895,000 |
1,343,661 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
56 |
- |
2024-03-31 |
3,534,176 |
$203,463,000 |
198,271 |
|
BLACKROCK INC. |
1650 |
- |
2024-03-31 |
3,404,914 |
$196,021,000 |
1,187,027 |
|
CITIGROUP INC |
130 |
- |
2024-03-31 |
2,673,119 |
$153,891,000 |
1,533,524 |
|
Envestnet Portfolio Solutions Inc. |
39 |
- |
2024-03-31 |
2,437,406 |
$140,321,000 |
1,262,233 |
|
CWM LLC |
31 |
- |
2024-03-31 |
2,324,805 |
$133,839,000 |
888,232 |
|
UBS Group AG |
402 |
- |
2024-03-31 |
2,235,363 |
$128,690,000 |
600,087 |
|
TIAA TRUST NATIONAL ASSOCIATION |
53 |
- |
2024-03-31 |
1,986,339 |
$114,354,000 |
699,813 |
|
PARK AVENUE SECURITIES LLC |
10 |
- |
2024-03-31 |
1,823,466 |
$104,977,000 |
873,867 |
|
WELLS FARGO & CO/MN |
481 |
- |
2024-03-31 |
1,722,179 |
$99,146,000 |
281,344 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
9 |
- |
2024-03-31 |
1,490,309 |
$85,797,000 |
84,585 |
|
VALMARK ADVISERS INC |
16 |
- |
2024-03-31 |
1,476,858 |
$85,023,000 |
642,338 |
|
MML INVESTORS SERVICES LLC |
51 |
- |
2024-03-31 |
1,464,787 |
$84,328,000 |
660,884 |
|
STIFEL FINANCIAL CORP |
221 |
- |
2024-03-31 |
1,387,612 |
$79,885,000 |
793,620 |
|
Miracle Mile Advisors LLC |
12 |
- |
2024-03-31 |
1,376,292 |
$79,233,000 |
15,686 |
|
Permanens Capital L.P. |
4 |
- |
2024-03-31 |
1,235,628 |
$71,135,000 |
707,267 |
|
JANNEY MONTGOMERY SCOTT LLC |
97 |
- |
2024-03-31 |
1,224,093 |
$70,471,000 |
707,352 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
205 |
- |
2024-03-31 |
1,101,509 |
$63,414,000 |
264,698 |
|
HIGHTOWER ADVISORS, LLC |
227 |
- |
2024-03-31 |
1,046,860 |
$60,284,000 |
82,360 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
232 |
- |
2024-03-31 |
1,003,253 |
$57,757,000 |
298,379 |
|
Streettalk Advisors LLC |
8 |
- |
2024-03-31 |
955,851 |
$55,028,000 |
929,306 |
|
MCKINLEY CARTER WEALTH SERVICES, INC. |
7 |
- |
2024-03-31 |
917,714 |
$52,833,000 |
82,711 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
223 |
- |
2024-03-31 |
892,825 |
$51,400,000 |
250,385 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
4 |
- |
2024-03-31 |
863,081 |
$49,688,000 |
267,961 |
|
UNITED SERVICES AUTOMOBILE ASSOCIATION |
25 |
- |
2024-03-31 |
818,851 |
$47,141,000 |
51,770 |
|
VICTORY CAPITAL MANAGEMENT INC |
473 |
- |
2024-03-31 |
818,851 |
$47,141,000 |
51,770 |
|
Aprio Wealth Management LLC |
2 |
- |
2024-03-31 |
799,588 |
$46,032,000 |
226,218 |
|
CREATIVE PLANNING |
146 |
- |
2024-03-31 |
771,590 |
$44,420,000 |
95,354 |
|
1ST SOURCE BANK |
6 |
- |
2024-03-31 |
745,171 |
$42,899,000 |
131,797 |
|
MARINER WEALTH ADVISORS, LLC |
214 |
- |
2024-03-31 |
724,003 |
$41,681,000 |
443,025 |
|
EVOKE WEALTH LLC |
23 |
- |
2024-03-31 |
723,649 |
$41,660,000 |
1,891 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
235 |
- |
2024-03-31 |
656,345 |
$37,786,000 |
474,075 |
|
UNITED BANK /VA/ |
4 |
- |
2024-03-31 |
646,427 |
$37,215,000 |
44,272 |
|
Resources Investment Advisors Inc. |
39 |
- |
2024-03-31 |
633,252 |
$36,456,000 |
345,793 |
|
BANK OF MONTREAL /CAN/ |
499 |
- |
2024-03-31 |
629,540 |
$36,243,000 |
539,872 |
|
Baird Financial Group Inc. |
245 |
- |
2024-03-31 |
574,823 |
$33,093,000 |
20,228 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
27 |
- |
2024-03-31 |
567,843 |
$32,690,000 |
312,271 |
|
Cetera Investment Advisers |
46 |
- |
2024-03-31 |
550,978 |
$31,720,000 |
286,460 |
|
Quotient Wealth Partners LLC |
21 |
- |
2024-03-31 |
514,663 |
$29,629,000 |
111,892 |
|
CRESTWOOD ADVISORS LLC |
47 |
- |
2024-03-31 |
510,403 |
$29,384,000 |
22,007 |
|
JB Capital LLC |
11 |
- |
2024-03-31 |
498,012 |
$28,671,000 |
250,762 |
|
PNC FINANCIAL SERVICES GROUP INC |
337 |
- |
2024-03-31 |
479,688 |
$27,616,000 |
133,951 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
96 |
- |
2024-03-31 |
479,276 |
$27,592,000 |
289,308 |
|
CULLEN FROST BANKERS INC |
62 |
- |
2024-03-31 |
474,935 |
$27,342,000 |
319,650 |
|
HANCOCK HOLDING CO |
24 |
- |
2024-03-31 |
429,332 |
$24,717,000 |
32,344 |
|
SCHRODER INVESTMENT MANAGEMENT GROUP |
447 |
- |
2024-03-31 |
421,988 |
$24,294,000 |
375,369 |
|
ANDERSON HOAGLAND & CO |
9 |
- |
2024-03-31 |
409,824 |
$23,602,000 |
94,823 |
|
FINANCIAL NETWORK |
184 |
- |
2024-03-31 |
398,242 |
$22,927,000 |
141,299 |
|
CAPTRUST FINANCIAL ADVISORS |
196 |
- |
2024-03-31 |
397,275 |
$22,871,000 |
20,134 |
|
NEW HARBOR FINANCIAL GROUP, LLC |
3 |
- |
2024-03-31 |
389,471 |
$22,422,000 |
1,041 |
|
Foundations Investment Advisors LLC |
38 |
- |
2024-03-31 |
385,843 |
$22,213,000 |
181,244 |
|
RAYMOND JAMES & ASSOCIATES |
727 |
- |
2024-03-31 |
385,242 |
$22,178,000 |
186,641 |
|
HARBOUR INVESTMENTS INC. |
18 |
- |
2023-12-31 |
399,648 |
$22,144,000 |
18,055 |
|
PROFESSIONAL ADVISORY SERVICES INC |
19 |
- |
2024-03-31 |
370,182 |
$21,311,000 |
1,708 |
|
NOMURA ASSET MANAGEMENT CO LTD |
247 |
- |
2024-03-31 |
367,400 |
$21,151,000 |
294,500 |
|
HORIZON INVESTMENTS, LLC/SC |
28 |
- |
2024-03-31 |
366,453 |
$21,097,000 |
365,593 |
|
PRUDENTIAL CORP PLC |
71 |
- |
2024-03-31 |
357,890 |
$20,604,000 |
278,840 |
|
CKW FINANCIAL GROUP |
7 |
- |
2024-03-31 |
357,764 |
$20,543,000 |
118,418 |
|
CENTRAL BANK & TRUST CO |
4 |
- |
2024-03-31 |
350,239 |
$20,160,000 |
217,960 |
|
Goss Wealth Management LLC |
118 |
- |
2024-03-31 |
345,441 |
$19,887,000 |
144,774 |
|
GYL Financial Synergies LLC |
11 |
- |
2024-03-31 |
327,962 |
$18,881,000 |
7,680 |
|
Marietta Wealth Management LLC |
7 |
- |
2024-03-31 |
294,798 |
$16,972,000 |
10,751 |
|
Scarborough Advisors LLC |
4 |
- |
2024-03-31 |
278,116 |
$16,011,000 |
88,662 |
|
Parkside Investments LLC |
8 |
- |
2024-03-31 |
276,290 |
$15,906,000 |
31,103 |
|
Change Path LLC |
32 |
- |
2024-03-31 |
275,453 |
$15,858,000 |
153,097 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
131 |
- |
2024-03-31 |
253,664 |
$14,603,000 |
136,546 |
|
MULTIFINANCIAL SECURITIES CORP |
167 |
- |
2024-03-31 |
251,583 |
$14,484,000 |
148,519 |
|
SEASCAPE CAPITAL MANAGEMENT |
3 |
- |
2024-03-31 |
250,331 |
$14,412,000 |
48,081 |
|
Integrated Wealth Concepts LLC |
114 |
- |
2024-03-31 |
250,163 |
$14,402,000 |
73,463 |
|
RIVERSEDGE ADVISORS LLC |
11 |
- |
2024-03-31 |
249,525 |
$14,365,000 |
31,389 |
|
BDO Wealth Advisors LLC |
14 |
- |
2023-06-30 |
272,260 |
$14,152,000 |
2,773 |
|
AGF MANAGEMENT LTD |
183 |
- |
2024-03-31 |
241,049 |
$13,877,000 |
167,824 |
|
State of Wyoming |
3 |
- |
2024-03-31 |
230,873 |
$13,291,000 |
1,965 |
|
InterOcean Capital Group LLC |
70 |
- |
2024-03-31 |
226,730 |
$13,053,000 |
28,232 |
|
Chicago Partners Investment Group LLC |
42 |
- |
2024-03-31 |
231,606 |
$12,975,000 |
13,476 |
|
Trail Ridge Investment Advisors LLC |
2 |
- |
2024-03-31 |
224,990 |
$12,953,000 |
78,663 |
|
Pathstone Holdings LLC |
245 |
- |
2024-03-31 |
217,078 |
$12,497,000 |
6,600 |
|
Icon Wealth Advisors LLC |
21 |
- |
2024-03-31 |
216,532 |
$12,466,000 |
81,693 |
|
Atria Wealth Solutions Inc. |
160 |
- |
2024-03-31 |
213,375 |
$12,284,000 |
102,306 |
|
MA GREENWOOD & ASSOCIATES INC |
29 |
- |
2024-03-31 |
205,736 |
$11,844,000 |
2,656 |
|
BURNS WEALTH MANAGEMENT, INC. |
74 |
- |
2024-03-31 |
203,273 |
$11,702,000 |
1,220 |
|
Atlantic Edge Private Wealth Management LLC |
6 |
- |
2024-03-31 |
201,197 |
$11,583,000 |
28,409 |
|
PATHSTONE FAMILY OFFICE, LLC |
155 |
- |
2023-09-30 |
230,522 |
$11,487,000 |
796 |
|
Ronald Blue Trust Inc. |
43 |
- |
2024-03-31 |
198,992 |
$11,456,000 |
116,988 |
|
Strategic Blueprint LLC |
23 |
- |
2024-03-31 |
198,844 |
$11,447,000 |
57,756 |
|
Austin Private Wealth LLC |
21 |
- |
2024-03-31 |
197,869 |
$11,429,000 |
114,626 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
406 |
- |
2024-03-31 |
198,009 |
$11,399,000 |
98,307 |
|
Affinity Capital Advisors LLC |
9 |
- |
2024-03-31 |
197,412 |
$11,365,000 |
52,187 |
|
REDW Stanley Financial Advisors LLC |
7 |
- |
2024-03-31 |
196,346 |
$11,304,000 |
9,934 |
|
NELSON ROBERTS INVESTMENT ADVISORS, LLC |
11 |
- |
2024-03-31 |
192,569 |
$11,086,000 |
97,747 |
|
|
100 Records found
|
1
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