| |
Institutional
Holders
Total
Institutions:
 |
113  2 |
|
|
Total
shares held :
|
29,692,015 |
|
|
% of shares
held :
|
43.7% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
-1,250,366 |
|
|
% of shares
held change :
|
-1.84% |
|
| 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/ |
894 |
- |
2024-03-31 |
4,587,127 |
$100,733,000 |
-502,000 |
|
| RICHARD BERNSTEIN ADVISORS LLC |
14 |
- |
2024-03-31 |
3,461,371 |
$76,012,000 |
-194,921 |
|
| ENVESTNET ASSET MANAGEMENT INC |
1143 |
- |
2024-03-31 |
873,355 |
$19,179,000 |
-3,435 |
|
| ROYAL BANK OF CANADA |
1224 |
- |
2024-03-31 |
750,959 |
$16,491,000 |
-15,328 |
|
| LPL FINANCIAL CORP |
1154 |
- |
2024-03-31 |
595,737 |
$13,082,000 |
-41,874 |
|
| BANK OF NEW YORK MELLON CORP |
1876 |
- |
2024-03-31 |
538,027 |
$11,815,000 |
-50,393 |
|
| Rockefeller Capital Management L.P. |
470 |
- |
2024-03-31 |
494,797 |
$10,866,000 |
-48,644 |
|
| STIFEL FINANCIAL CORP |
995 |
- |
2024-03-31 |
301,403 |
$6,619,000 |
-73,493 |
|
| CAPTRUST FINANCIAL ADVISORS |
629 |
- |
2024-03-31 |
147,010 |
$3,228,000 |
-3,946 |
|
| VIRTU FINANCIAL LLC |
98 |
- |
2024-03-31 |
107,136 |
$2,353,000 |
-70,248 |
|
| AE Wealth Management LLC |
479 |
- |
2024-03-31 |
92,265 |
$2,026,000 |
-29,478 |
|
| Advisor Group Holdings Inc. |
1696 |
- |
2024-03-31 |
90,460 |
$1,986,000 |
-29,001 |
|
| Cambria Investment Management L.P. |
126 |
- |
2024-03-31 |
84,633 |
$1,859,000 |
-523,842 |
|
| J P MORGAN CHASE & CO |
3165 |
- |
2024-03-31 |
65,001 |
$1,427,000 |
-2,750 |
|
| TRANSCEND WEALTH COLLECTIVE LLC |
195 |
- |
2024-03-31 |
59,807 |
$1,313,000 |
-2,582 |
|
| FINANCIAL NETWORK |
1341 |
- |
2024-03-31 |
53,586 |
$1,177,000 |
-25,479 |
|
| Financial Advocates Investment Management |
351 |
- |
2024-03-31 |
36,483 |
$801,000 |
-1,020 |
|
| Semus Wealth Partners LLC |
34 |
- |
2024-03-31 |
35,086 |
$770,000 |
-7,962 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1729 |
- |
2024-03-31 |
31,252 |
$686,000 |
-3,502 |
|
| Private Advisor Group LLC |
1413 |
- |
2024-03-31 |
26,942 |
$592,000 |
-660 |
|
| SMITH MOORE & CO. |
250 |
- |
2024-03-31 |
25,578 |
$562,000 |
-2,750 |
|
| RAYMOND JAMES & ASSOCIATES |
3083 |
- |
2024-03-31 |
20,200 |
$444,000 |
-75,508 |
|
| RENAISSANCE TECHNOLOGIES LLC |
2930 |
- |
2024-03-31 |
19,200 |
$422,000 |
-95,700 |
|
| DMG Group LLC |
91 |
- |
2024-03-31 |
17,092 |
$375,000 |
-1,082 |
|
| TrinityPoint Wealth LLC |
233 |
- |
2024-03-31 |
15,708 |
$345,000 |
-397 |
|
| PATRON PARTNERS ADVISORS LLC |
124 |
- |
2024-03-31 |
15,374 |
$338,000 |
-1,361 |
|
| BB&T CORP |
2338 |
- |
2024-03-31 |
11,715 |
$257,000 |
-11 |
|
| CI Private Wealth LLC |
1982 |
- |
2024-03-31 |
11,264 |
$247,000 |
-270 |
|
| COMERICA BANK |
2228 |
- |
2024-03-31 |
10,996 |
$241,000 |
-1,325 |
|
| Lido Advisors LLC |
1116 |
- |
2024-03-31 |
9,190 |
$202,000 |
-4,433 |
|
| WELLS FARGO & CO/MN |
4457 |
- |
2024-03-31 |
3,624 |
$80,000 |
-20 |
|
| Venturi Wealth Management LLC |
456 |
- |
2024-03-31 |
3,279 |
$72,000 |
-25 |
|
| UBS Group AG |
6014 |
- |
2024-03-31 |
455 |
$10,000 |
-9,745 |
|
| Qube Research & Technologies Ltd |
3308 |
- |
2024-03-31 |
370 |
$8,000 |
-200 |
|
| SYSTM Wealth Solutions LLC |
875 |
- |
2024-03-31 |
148 |
$3,000 |
-982 |
|
|
35 Records found
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1
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