|
Institutional
Holders
Total
Institutions:
|
135 2 |
|
Total
shares held :
|
28,252,093 |
|
% of shares
held :
|
25.89% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-37 |
|
Amount
of shares held :
|
1,023,980 |
|
% of shares
held change :
|
0.94% |
|
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/ |
816 |
- |
2024-03-31 |
6,491,475 |
$122,890,000 |
-522,460 |
|
RICHARD BERNSTEIN ADVISORS LLC |
17 |
- |
2024-03-31 |
3,649,669 |
$69,092,000 |
-306,855 |
|
ROYAL BANK OF CANADA |
1331 |
- |
2024-03-31 |
714,645 |
$13,529,000 |
-327,278 |
|
Schiavi & Co LLC |
6 |
- |
2024-03-31 |
713,100 |
$13,500,000 |
-7,330 |
|
ENVESTNET ASSET MANAGEMENT INC |
1355 |
- |
2024-03-31 |
690,443 |
$13,071,000 |
-36,773 |
|
Sawtooth Asset Management Inc. |
60 |
- |
2023-12-31 |
533,110 |
$11,025,000 |
-3,807 |
|
Bleakley Financial Group LLC |
68 |
- |
2024-03-31 |
519,789 |
$9,840,000 |
-13,321 |
|
FINANCIAL NETWORK |
414 |
- |
2024-03-31 |
453,713 |
$8,589,000 |
-17,986 |
|
PEKIN SINGER STRAUSS ASSET MANAGEMENT |
39 |
- |
2024-03-31 |
282,039 |
$5,339,000 |
-24,174 |
|
LPL FINANCIAL CORP |
1838 |
- |
2024-03-31 |
244,675 |
$4,632,000 |
-56,381 |
|
WELLS FARGO & CO/MN |
2007 |
- |
2024-03-31 |
244,595 |
$4,630,000 |
-20,491 |
|
CAPTRUST FINANCIAL ADVISORS |
731 |
- |
2024-03-31 |
126,229 |
$2,390,000 |
-8,681 |
|
Empire Financial Management Company LLC |
40 |
- |
2024-03-31 |
116,798 |
$2,211,000 |
-28,046 |
|
US BANCORP |
832 |
- |
2024-03-31 |
108,935 |
$2,062,000 |
-51,505 |
|
Chicago Partners Investment Group LLC |
207 |
- |
2024-03-31 |
107,409 |
$1,992,000 |
-5,932 |
|
CENTAURUS FINANCIAL INC. |
153 |
- |
2024-03-31 |
100,486 |
$1,902,000 |
-310 |
|
STIFEL FINANCIAL CORP |
1892 |
- |
2024-03-31 |
82,990 |
$1,571,000 |
-2,277 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1955 |
- |
2024-03-31 |
78,430 |
$1,485,000 |
-152,320 |
|
IFP Advisors Inc |
315 |
- |
2023-12-31 |
66,434 |
$1,374,000 |
-33,964 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1578 |
- |
2024-03-31 |
65,422 |
$1,239,000 |
-5,132 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
203 |
- |
2024-03-31 |
65,096 |
$1,232,000 |
-2,497 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2353 |
- |
2024-03-31 |
61,366 |
$1,162,000 |
-192,044 |
|
Advisor Group Holdings Inc. |
2413 |
- |
2024-03-31 |
48,440 |
$917,000 |
-149,337 |
|
FIFTH THIRD BANCORP |
626 |
- |
2024-03-31 |
46,198 |
$875,000 |
-15,644 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
150 |
- |
2024-03-31 |
44,193 |
$837,000 |
-1,465 |
|
Summit Trail Advisors LLC |
295 |
- |
2024-03-31 |
32,448 |
$614,000 |
-5,907 |
|
HIGHTOWER ADVISORS, LLC |
2145 |
- |
2024-03-31 |
30,030 |
$571,000 |
-100,764 |
|
JANNEY MONTGOMERY SCOTT LLC |
1923 |
- |
2024-03-31 |
28,832 |
$546,000 |
-11,384 |
|
Magnus Financial Group LLC |
182 |
- |
2024-03-31 |
28,843 |
$546,000 |
-1,769 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
151 |
- |
2024-03-31 |
24,308 |
$460,000 |
-31,872 |
|
OPPENHEIMER & CO INC |
1085 |
- |
2024-03-31 |
20,446 |
$387,000 |
-2,876 |
|
CITADEL ADVISORS LLC |
4019 |
- |
2024-03-31 |
19,545 |
$370,000 |
-15,571 |
|
Integrated Wealth Concepts LLC |
1194 |
- |
2024-03-31 |
19,279 |
$365,000 |
-8,555 |
|
COMERICA BANK |
2097 |
- |
2024-03-31 |
16,349 |
$310,000 |
-2,205 |
|
PATRON PARTNERS ADVISORS LLC |
131 |
- |
2024-03-31 |
16,181 |
$306,000 |
-1,349 |
|
FINANCIAL ARCHITECTS INC |
264 |
- |
2023-06-30 |
14,354 |
$295,000 |
-645 |
|
MML INVESTORS SERVICES LLC |
2124 |
- |
2024-03-31 |
15,167 |
$287,000 |
-581 |
|
Venturi Wealth Management LLC |
320 |
- |
2024-03-31 |
14,269 |
$270,000 |
-9,903 |
|
TrinityPoint Wealth LLC |
264 |
- |
2024-03-31 |
13,752 |
$260,000 |
-809 |
|
COLONY GROUP LLC |
678 |
- |
2023-09-30 |
12,278 |
$252,000 |
-15,714 |
|
Imprint Wealth LLC |
271 |
- |
2024-03-31 |
11,528 |
$218,000 |
-1,751 |
|
SlateStone Wealth LLC |
268 |
- |
2024-03-31 |
10,363 |
$196,000 |
-934 |
|
Vertex Planning Partners LLC |
153 |
- |
2024-03-31 |
10,177 |
$193,000 |
-427 |
|
Lowe fs LLC |
56 |
- |
2024-03-31 |
8,200 |
$155,000 |
-13,165 |
|
ISLAY CAPITAL MANAGEMENT LLC |
95 |
- |
2024-03-31 |
8,100 |
$153,000 |
-1,000 |
|
UBS Group AG |
5002 |
- |
2024-03-31 |
5,860 |
$111,000 |
-1,643 |
|
BLAIR WILLIAM & CO/IL |
1505 |
- |
2024-03-31 |
5,068 |
$96,000 |
-1,403 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1346 |
- |
2024-03-31 |
2,211 |
$42,000 |
-693 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2471 |
- |
2024-03-31 |
722 |
$14,000 |
-2,228 |
|
Goss Wealth Management LLC |
3009 |
- |
2024-03-31 |
392 |
$7,000 |
-368 |
|
SYSTM Wealth Solutions LLC |
873 |
- |
2024-03-31 |
171 |
$3,000 |
-1,695 |
|
BBJS FINANCIAL ADVISORS LLC |
137 |
- |
2024-03-31 |
2 |
$0 |
-201 |
|
|
52 Records found
|
1
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