| |
Institutional
Holders
Total
Institutions:
 |
140  19 |
|
|
Total
shares held :
|
31,102,191 |
|
|
% of shares
held :
|
34.56% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
|
Amount
of shares held :
|
8,543,423 |
|
|
% of shares
held change :
|
9.49% |
|
| 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 |
  NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
180 |
- |
2024-03-31 |
1,571,880 |
$50,222,000 |
-188,780 |
|
| Carlson Capital Management |
8 |
- |
2024-03-31 |
1,414,173 |
$45,183,000 |
-363,019 |
|
| Baird Financial Group Inc. |
336 |
- |
2024-03-31 |
586,762 |
$18,747,000 |
-58,915 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
713 |
- |
2024-03-31 |
364,791 |
$11,655,000 |
-167,553 |
|
| Onyx Bridge Wealth Group LLC |
19 |
- |
2024-03-31 |
217,040 |
$6,906,000 |
-11,358 |
|
| INSTRUMENTAL WEALTH LLC |
7 |
- |
2024-03-31 |
200,799 |
$6,630,000 |
-9,732 |
|
| One + One Wealth Management LLC |
7 |
- |
2024-03-31 |
182,712 |
$5,838,000 |
-74,122 |
|
| CASTLE WEALTH MANAGEMENT LLC |
7 |
- |
2024-03-31 |
176,068 |
$5,625,000 |
-1,259 |
|
| Madrona Financial Services LLC |
15 |
- |
2024-03-31 |
169,554 |
$5,417,000 |
-139,246 |
|
| JANE STREET GROUP LLC |
1257 |
- |
2024-03-31 |
159,669 |
$5,101,000 |
-308,155 |
|
| Feltz Wealth PLAN Inc. |
67 |
- |
2024-03-31 |
144,582 |
$4,619,000 |
-3,141 |
|
| BCGM Wealth Management LLC |
14 |
- |
2024-03-31 |
139,459 |
$4,456,000 |
-53,434 |
|
| Atria Wealth Solutions Inc. |
471 |
- |
2024-03-31 |
98,575 |
$3,149,000 |
-3,477 |
|
| WealthPlan Investment Management LLC |
63 |
- |
2024-03-31 |
93,582 |
$2,990,000 |
-58,881 |
|
| Sawtooth Asset Management Inc. |
242 |
- |
2023-12-31 |
85,067 |
$2,657,000 |
-1,978 |
|
| Goss Wealth Management LLC |
592 |
- |
2024-03-31 |
80,839 |
$2,583,000 |
-29,204 |
|
| Empirical Asset Management LLC |
17 |
- |
2024-03-31 |
67,776 |
$2,165,000 |
-2,383 |
|
| Bridge Advisory LLC |
29 |
- |
2024-03-31 |
65,467 |
$2,092,000 |
-14,400 |
|
| DAVENPORT & CO LLC |
438 |
- |
2024-03-31 |
63,830 |
$2,039,000 |
-80,014 |
|
| PERSONAL CFO SOLUTIONS LLC |
81 |
- |
2024-03-31 |
47,310 |
$1,512,000 |
-1,510 |
|
| Wealthcare Advisory Partners LLC |
291 |
- |
2024-03-31 |
45,240 |
$1,445,000 |
-690 |
|
| Anson Capital Inc. |
28 |
- |
2024-03-31 |
25,602 |
$818,000 |
-112 |
|
| CITADEL ADVISORS LLC |
3440 |
- |
2024-03-31 |
21,055 |
$673,000 |
-36,250 |
|
| DANA INVESTMENT ADVISORS INC |
412 |
- |
2024-03-31 |
20,817 |
$665,000 |
-1,749 |
|
| Fortress Wealth Group LLC |
45 |
- |
2024-03-31 |
18,553 |
$600,000 |
-1,093 |
|
| ADVISORY SERVICES NETWORK, LLC |
952 |
- |
2024-03-31 |
15,883 |
$507,000 |
-4,860 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1100 |
- |
2024-03-31 |
15,779 |
$504,000 |
-5,199 |
|
| Procyon Private Wealth Partners LLC |
395 |
- |
2024-03-31 |
10,832 |
$346,000 |
-11,137 |
|
| Wunderlich Capital Managemnt |
77 |
- |
2024-03-31 |
10,367 |
$331,000 |
-1,057 |
|
| DAVIDSON D A & CO |
1186 |
- |
2024-03-31 |
9,073 |
$290,000 |
-335 |
|
| BlueChip Wealth Advisors LLC |
104 |
- |
2024-03-31 |
8,391 |
$268,000 |
-852 |
|
| IFP Advisors Inc |
1362 |
- |
2023-12-31 |
2,266 |
$71,000 |
-19,125 |
|
| PRINCIPAL SECURITIES INC. |
1504 |
- |
2024-03-31 |
1,755 |
$56,000 |
-50 |
|
|
33 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
|
|
|
