|
Institutional
Holders
Total
Institutions:
|
210 2 |
|
Total
shares held :
|
34,756,760 |
|
% of shares
held :
|
13.93% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-1,040,049 |
|
% of shares
held change :
|
-0.42% |
|
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/ |
318 |
- |
2024-03-31 |
14,281,705 |
$554,987,000 |
508,259 |
|
TIAA TRUST NATIONAL ASSOCIATION |
48 |
- |
2024-03-31 |
3,784,021 |
$147,047,000 |
259,417 |
|
LPL FINANCIAL CORP |
603 |
- |
2024-03-31 |
1,071,558 |
$41,641,000 |
84,002 |
|
MORGAN STANLEY |
1988 |
- |
2024-03-31 |
999,717 |
$38,849,000 |
84,095 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
309 |
- |
2024-03-31 |
947,510 |
$36,821,000 |
6,610 |
|
ENVESTNET ASSET MANAGEMENT INC |
877 |
- |
2024-03-31 |
790,001 |
$30,699,000 |
56,513 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
440 |
- |
2024-03-31 |
602,189 |
$23,401,000 |
45,823 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
39 |
- |
2024-03-31 |
383,379 |
$14,898,000 |
17,872 |
|
AMERIPRISE FINANCIAL INC |
1575 |
- |
2024-03-31 |
318,815 |
$12,407,000 |
44,563 |
|
MERCER GLOBAL ADVISORS INC /ADV |
286 |
- |
2024-03-31 |
297,174 |
$11,548,000 |
50,747 |
|
Ameritas Advisory Services LLC |
51 |
- |
2024-03-31 |
257,974 |
$10,025,000 |
102,029 |
|
OBrien Wealth Partners LLC |
12 |
- |
2024-03-31 |
250,216 |
$9,723,000 |
3,958 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
874 |
- |
2024-03-31 |
220,253 |
$8,559,000 |
5,438 |
|
CAPTRUST FINANCIAL ADVISORS |
377 |
- |
2024-03-31 |
216,802 |
$8,425,000 |
26,297 |
|
MISSION WEALTH MANAGEMENT LLC |
78 |
- |
2024-03-31 |
188,079 |
$7,309,000 |
2,218 |
|
Cetera Investment Advisers |
804 |
- |
2024-03-31 |
184,426 |
$7,167,000 |
39,216 |
|
HANSON MCCLAIN, INC. |
166 |
- |
2024-03-31 |
163,469 |
$6,352,000 |
11,141 |
|
Beacon Pointe Advisors LLC |
251 |
- |
2024-03-31 |
154,362 |
$5,999,000 |
1,104 |
|
Vestmark Advisory Solutions Inc. |
86 |
- |
2024-03-31 |
153,278 |
$5,956,000 |
13,899 |
|
CGC Financial Services LLC |
6 |
- |
2024-03-31 |
151,235 |
$5,877,000 |
15,347 |
|
BANK OF NEW YORK MELLON CORP |
2269 |
- |
2024-03-31 |
144,277 |
$5,607,000 |
17,522 |
|
EASTERN BANK |
92 |
- |
2024-03-31 |
142,043 |
$5,520,000 |
17,084 |
|
ROYAL BANK OF CANADA |
1854 |
- |
2024-03-31 |
137,971 |
$5,362,000 |
25,504 |
|
MARINER WEALTH ADVISORS, LLC |
703 |
- |
2024-03-31 |
137,376 |
$5,338,000 |
101,408 |
|
MULTIFINANCIAL SECURITIES CORP |
444 |
- |
2024-03-31 |
134,772 |
$5,237,000 |
126,003 |
|
Stewardship Advisors LLC |
20 |
- |
2024-03-31 |
118,227 |
$4,594,000 |
4,966 |
|
Invera Wealth Advisors LLC |
8 |
- |
2024-03-31 |
113,827 |
$4,171,000 |
2,120 |
|
ST GERMAIN D J CO INC |
100 |
- |
2024-03-31 |
104,887 |
$4,076,000 |
4,287 |
|
3EDGE Asset Management LP |
19 |
- |
2024-03-31 |
99,205 |
$3,855,000 |
33,056 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
105 |
- |
2024-03-31 |
95,311 |
$3,704,000 |
214 |
|
MARINO STRAM & ASSOCIATES LLC |
21 |
- |
2024-03-31 |
90,274 |
$3,508,000 |
1,044 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
38 |
- |
2023-12-31 |
96,238 |
$3,456,000 |
5,493 |
|
WNY Asset Management LLC |
39 |
- |
2024-03-31 |
87,365 |
$3,395,000 |
3,997 |
|
PARK AVENUE SECURITIES LLC |
276 |
- |
2024-03-31 |
81,593 |
$3,171,000 |
287 |
|
One Day In July LLC |
42 |
- |
2024-03-31 |
72,831 |
$2,830,000 |
2,683 |
|
CX Institutional |
175 |
- |
2024-03-31 |
71,316 |
$2,771,000 |
8,646 |
|
UMB BANK N A/MO |
208 |
- |
2024-03-31 |
71,242 |
$2,768,000 |
659 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
522 |
- |
2024-03-31 |
69,538 |
$2,702,000 |
4,122 |
|
Merit Financial Group LLC |
232 |
- |
2024-03-31 |
67,822 |
$2,539,000 |
3,384 |
|
Mascoma Wealth Management LLC |
19 |
- |
2024-03-31 |
62,503 |
$2,429,000 |
10,652 |
|
PNC FINANCIAL SERVICES GROUP INC |
887 |
- |
2024-03-31 |
55,366 |
$2,152,000 |
3,591 |
|
STIFEL FINANCIAL CORP |
1725 |
- |
2024-03-31 |
50,692 |
$1,970,000 |
14,550 |
|
Evolution Advisers Inc. |
13 |
- |
2024-03-31 |
48,976 |
$1,904,000 |
140 |
|
BANK OF OKLAHOMA NATIONAL ASSOCIATION / |
379 |
- |
2024-03-31 |
48,756 |
$1,883,000 |
1,570 |
|
FMR LLC |
2192 |
- |
2024-03-31 |
48,274 |
$1,876,000 |
18,409 |
|
CITADEL ADVISORS LLC |
2471 |
- |
2024-03-31 |
47,701 |
$1,854,000 |
47,701 |
|
Equitable Holdings Inc. |
473 |
- |
2024-03-31 |
45,852 |
$1,782,000 |
820 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1963 |
- |
2024-03-31 |
43,190 |
$1,678,000 |
26,147 |
|
Equita Financial Network Inc. |
31 |
- |
2024-03-31 |
39,516 |
$1,536,000 |
4,971 |
|
PrairieView Partners LLC |
51 |
- |
2024-03-31 |
36,147 |
$1,405,000 |
133 |
|
CLS INVESTMENT FIRM LLC |
641 |
- |
2022-12-31 |
38,125 |
$1,305,000 |
654 |
|
GOLDMAN SACHS GROUP INC/ |
3507 |
- |
2024-03-31 |
28,566 |
$1,110,000 |
28,566 |
|
FINANCIAL NETWORK |
1401 |
- |
2024-03-31 |
27,918 |
$1,085,000 |
180 |
|
Johnson Bixby & Associates LLC |
42 |
- |
2024-03-31 |
26,709 |
$1,038,000 |
603 |
|
Curtis Advisory Group LLC |
46 |
- |
2024-03-31 |
26,025 |
$1,011,000 |
10,548 |
|
TOWER RESEARCH CAPITAL LLC |
519 |
- |
2024-03-31 |
25,648 |
$997,000 |
25,251 |
|
Revolve Wealth Partners LLC |
68 |
- |
2024-03-31 |
25,006 |
$972,000 |
10,640 |
|
Private Wealth Management Group LLC |
31 |
- |
2024-03-31 |
24,318 |
$945,000 |
414 |
|
Bond & Devick Financial Network Inc. |
38 |
- |
2024-03-31 |
23,906 |
$929,000 |
1,574 |
|
MML INVESTORS SERVICES LLC |
1550 |
- |
2024-03-31 |
19,885 |
$773,000 |
226 |
|
Addison Advisors LLC |
72 |
- |
2024-03-31 |
19,806 |
$770,000 |
1,260 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
645 |
- |
2024-03-31 |
19,078 |
$741,000 |
1,479 |
|
COMMERCE BANK N A/MO |
721 |
- |
2024-03-31 |
18,990 |
$738,000 |
220 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
103 |
- |
2024-03-31 |
18,337 |
$713,000 |
5,510 |
|
WELLS FARGO & CO/MN |
3178 |
- |
2024-03-31 |
18,326 |
$712,000 |
166 |
|
Per Stirling Capital Management LLC. |
113 |
- |
2024-03-31 |
18,106 |
$704,000 |
8,026 |
|
AIFG Consultants Ltd. |
22 |
- |
2024-03-31 |
17,654 |
$686,000 |
955 |
|
HTLF Bank |
124 |
- |
2024-03-31 |
16,090 |
$625,000 |
3,406 |
|
Falcon Wealth Planning |
70 |
- |
2024-03-31 |
15,699 |
$610,000 |
1,292 |
|
MODERA WEALTH MANAGEMENT, LLC |
369 |
- |
2024-03-31 |
15,266 |
$593,000 |
1,233 |
|
HARBOUR INVESTMENTS INC. |
492 |
- |
2023-12-31 |
16,259 |
$584,000 |
6,049 |
|
Kelman-Lazarov Inc. |
67 |
- |
2024-03-31 |
13,975 |
$543,000 |
201 |
|
Legacy Financial Group LLC |
66 |
- |
2024-03-31 |
12,714 |
$494,000 |
12,714 |
|
Better Money Decisions LLC |
40 |
- |
2024-03-31 |
12,187 |
$474,000 |
436 |
|
Baldrige Asset Management LLC |
72 |
- |
2023-03-31 |
13,740 |
$468,000 |
404 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
484 |
- |
2024-03-31 |
11,843 |
$460,000 |
2,036 |
|
FIRST BUSINESS FINANCIAL SERVICES INC. |
113 |
- |
2024-03-31 |
11,846 |
$460,000 |
201 |
|
Operose Advisors LLC |
92 |
- |
2024-03-31 |
11,711 |
$455,000 |
2,686 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1631 |
- |
2024-03-31 |
11,546 |
$449,000 |
2,042 |
|
PFG Investments LLC |
573 |
- |
2024-03-31 |
11,482 |
$446,000 |
11,482 |
|
Capital Analysts Inc. |
328 |
- |
2024-03-31 |
11,439 |
$445,000 |
2,456 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
446 |
- |
2024-03-31 |
10,006 |
$389,000 |
1,581 |
|
Kestra Advisory Services LLC |
1824 |
- |
2024-03-31 |
9,821 |
$382,000 |
457 |
|
H D Vest Advisory Services |
1170 |
- |
2024-03-31 |
9,689 |
$377,000 |
465 |
|
Confluence Wealth Services Inc. |
248 |
- |
2024-03-31 |
9,297 |
$361,000 |
3,246 |
|
Fountainhead AM LLC |
78 |
- |
2024-03-31 |
9,207 |
$358,000 |
711 |
|
Onyx Bridge Wealth Group LLC |
179 |
- |
2024-03-31 |
9,511 |
$354,000 |
2,346 |
|
PENOBSCOT WEALTH MANAGEMENT |
52 |
- |
2024-03-31 |
9,019 |
$350,000 |
912 |
|
McAdam LLC |
212 |
- |
2024-03-31 |
8,481 |
$330,000 |
1,094 |
|
BCJ Capital Management LLC |
312 |
- |
2024-03-31 |
7,426 |
$289,000 |
31 |
|
Stratos Wealth Partners LTD. |
1108 |
- |
2024-03-31 |
7,325 |
$285,000 |
33 |
|
Integrated Wealth Concepts LLC |
1328 |
- |
2024-03-31 |
7,342 |
$285,000 |
91 |
|
RVW Wealth LLC |
124 |
- |
2024-03-31 |
7,024 |
$273,000 |
41 |
|
Chicago Partners Investment Group LLC |
602 |
- |
2024-03-31 |
7,046 |
$264,000 |
477 |
|
Garrett Investment Advisors LLC |
229 |
- |
2024-03-31 |
6,601 |
$257,000 |
143 |
|
VERUS CAPITAL PARTNERS LLC |
286 |
- |
2024-03-31 |
6,522 |
$253,000 |
505 |
|
Baird Financial Group Inc. |
1609 |
- |
2024-03-31 |
6,452 |
$251,000 |
107 |
|
MILESTONE GROUP INC |
163 |
- |
2024-03-31 |
6,292 |
$245,000 |
467 |
|
TD Waterhouse Canada Inc. |
735 |
- |
2024-03-31 |
4,695 |
$245,000 |
38 |
|
CREATIVE PLANNING |
2410 |
- |
2024-03-31 |
6,275 |
$244,000 |
496 |
|
|
100 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
|
|
|