|
Institutional
Holders
Total
Institutions:
|
919 28 |
|
Total
shares held :
|
240,856,608 |
|
% of shares
held :
|
26.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
218 |
|
Amount
of shares held :
|
3,138,179 |
|
% of shares
held change :
|
0.35% |
|
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 : |
81
|
1,207,481
|
0.5%
|
|
|
Increased
Positions : |
459
|
13,319,249
|
5.53%
|
|
|
Unchanged
Positions : |
110
|
4,784,247
|
1.99%
|
|
|
Decreased
Positions : |
269
|
-10,126,951
|
-4.2%
|
|
|
Closed
Positions : |
53
|
-1,261,600
|
-0.52%
|
|
|
Guru
Positions : |
2
|
66,307
|
0.03%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ROYAL BANK OF CANADA |
198 |
- |
2024-03-31 |
6,740,868 |
$390,026,000 |
-119,442 |
|
Advisor Group Holdings Inc. |
14 |
- |
2024-03-31 |
6,303,087 |
$364,693,000 |
-181,108 |
|
MML INVESTORS SERVICES LLC |
29 |
- |
2024-03-31 |
2,141,577 |
$123,912,000 |
-77,974 |
|
Requisite Capital Management LLC |
1 |
- |
2024-03-31 |
1,752,999 |
$101,429,000 |
-174,680 |
|
Enstar Group LTD |
1 |
- |
2024-03-31 |
1,628,135 |
$94,204,000 |
-115,241 |
|
BANK OF NEW YORK MELLON CORP |
907 |
- |
2024-03-31 |
1,090,430 |
$63,092,000 |
-316,327 |
|
HUNTINGTON ASSET ADVISORS INC. |
9 |
- |
2024-03-31 |
823,543 |
$47,650,000 |
-157,017 |
|
BB&T CORP |
245 |
- |
2024-03-31 |
805,913 |
$46,630,000 |
-166,096 |
|
NOTTINGHAM ADVISORS INC |
5 |
- |
2024-03-31 |
770,795 |
$44,598,000 |
-47,012 |
|
Union Bankshares Corp |
5 |
- |
2024-03-31 |
692,760 |
$40,083,000 |
-37,317 |
|
Pacific Center for Financial Services |
3 |
- |
2023-12-31 |
622,149 |
$34,206,000 |
-1,857 |
|
Oakworth Capital Inc. |
11 |
- |
2024-03-31 |
587,379 |
$33,986,000 |
-37,640 |
|
Financial Partners Group Inc |
3 |
- |
2024-03-31 |
516,635 |
$29,892,000 |
-30,088 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
63 |
- |
2024-03-31 |
492,066 |
$28,471,000 |
-295,148 |
|
Leverty Financial Group LLC |
3 |
- |
2024-03-31 |
474,801 |
$27,471,000 |
-36,262 |
|
49 WEALTH MANAGEMENT LLC |
4 |
- |
2024-03-31 |
471,577 |
$27,007,000 |
-3,156 |
|
Integrated Wealth Concepts LLC |
51 |
- |
2024-03-31 |
437,979 |
$25,341,000 |
-4,669 |
|
Ten Capital Wealth Advisors LLC |
4 |
- |
2023-06-30 |
449,845 |
$24,889,000 |
-13,104 |
|
Ergawealth Advisors Inc. |
1 |
- |
2024-03-31 |
428,207 |
$24,776,000 |
-63,564 |
|
JNB Advisors LLC |
14 |
- |
2024-03-31 |
373,170 |
$21,592,000 |
-64,789 |
|
Delta Investment Management LLC |
5 |
- |
2024-03-31 |
363,045 |
$21,006,000 |
-8,585 |
|
PROSPERA FINANCIAL SERVICES |
23 |
- |
2023-12-31 |
382,033 |
$21,004,000 |
-77,345 |
|
CAPTRUST FINANCIAL ADVISORS |
227 |
- |
2024-03-31 |
332,744 |
$19,253,000 |
-66,126 |
|
Wagner Wealth Management LLC |
4 |
- |
2024-03-31 |
321,538 |
$18,604,000 |
-70,709 |
|
GRADIENT INVESTMENTS LLC |
75 |
- |
2024-03-31 |
296,993 |
$17,184,000 |
-13,748 |
|
COMERICA BANK |
267 |
- |
2024-03-31 |
292,493 |
$16,924,000 |
-239,255 |
|
MARINER WEALTH ADVISORS, LLC |
364 |
- |
2024-03-31 |
289,792 |
$16,767,000 |
-11,637 |
|
Fundamentun LLC |
18 |
- |
2024-03-31 |
288,420 |
$16,688,000 |
-5,320 |
|
Wealthcare Advisory Partners LLC |
45 |
- |
2024-03-31 |
257,106 |
$14,876,000 |
-12,088 |
|
Rezny Wealth Management Inc. |
7 |
- |
2024-03-31 |
233,168 |
$13,491,000 |
-3,764 |
|
INVESTMENT ADVISORY SERVICES INC /TX /ADV |
4 |
- |
2024-03-31 |
227,971 |
$13,190,000 |
-768 |
|
Connectus Wealth LLC |
65 |
- |
2024-03-31 |
227,626 |
$13,170,000 |
-16,455 |
|
Financial Services Advisory Inc |
13 |
- |
2024-03-31 |
209,914 |
$12,146,000 |
-194,419 |
|
ADVISORY SERVICES NETWORK, LLC |
77 |
- |
2024-03-31 |
207,783 |
$12,022,000 |
-17,010 |
|
FINANCIAL COUNSELORS INC |
125 |
- |
2024-03-31 |
206,646 |
$11,957,000 |
-19,914 |
|
Dynamic Advisors Solutions LLC |
57 |
- |
2024-03-31 |
206,147 |
$11,928,000 |
-9,624 |
|
AE Wealth Management LLC |
196 |
- |
2024-03-31 |
201,442 |
$11,655,000 |
-888,840 |
|
Orion Portfolio Solutions LLC |
164 |
- |
2024-03-31 |
201,272 |
$11,646,000 |
-10,849 |
|
AIFG Consultants Ltd. |
4 |
- |
2024-03-31 |
199,176 |
$11,524,000 |
-2,284 |
|
American Planning Services Inc. |
7 |
- |
2024-03-31 |
196,709 |
$11,382,000 |
-6,484 |
|
Cassia Capital Partners LLC |
3 |
- |
2024-03-31 |
190,091 |
$10,999,000 |
-9,321 |
|
HILLTOP WEALTH ADVISORS LLC |
7 |
- |
2024-03-31 |
188,125 |
$10,885,000 |
-184,024 |
|
Bouvel Investment Partners LLC |
1 |
- |
2024-03-31 |
177,269 |
$10,257,000 |
-6,633 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
73 |
- |
2024-03-31 |
176,289 |
$10,200,000 |
-210,838 |
|
IFP Advisors Inc |
41 |
- |
2023-12-31 |
185,097 |
$10,177,000 |
-1,052 |
|
COUNTRY CLUB BANK /GFN |
40 |
- |
2024-03-31 |
175,251 |
$10,140,000 |
-3,261 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
615 |
- |
2024-03-31 |
172,406 |
$9,975,000 |
-52,735 |
|
Kingsview Wealth Management LLC |
76 |
- |
2024-03-31 |
170,333 |
$9,855,000 |
-1,953 |
|
Caerus Investment Advisors LLC |
4 |
- |
2024-03-31 |
168,078 |
$9,725,000 |
-5,507 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
636 |
- |
2024-03-31 |
162,272 |
$9,390,000 |
-296,990 |
|
SCOTIA CAPITAL INC. |
176 |
- |
2024-03-31 |
160,472 |
$9,284,000 |
-1,888 |
|
Allen Capital Group LLC |
15 |
- |
2024-03-31 |
160,140 |
$9,266,000 |
-1,272 |
|
Sowell Financial Services LLC |
50 |
- |
2024-03-31 |
157,463 |
$9,111,000 |
-27,117 |
|
Community Bank N.A. |
17 |
- |
2024-03-31 |
154,716 |
$8,952,000 |
-68,699 |
|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
2 |
- |
2024-03-31 |
152,229 |
$8,808,000 |
-3,798 |
|
Koshinski Asset Management Inc. |
20 |
- |
2024-03-31 |
149,007 |
$8,622,000 |
-60,662 |
|
StrongBox Wealth LLC |
2 |
- |
2024-03-31 |
144,342 |
$8,352,000 |
-2,029 |
|
RENAISSANCE TECHNOLOGIES LLC |
1117 |
- |
2024-03-31 |
138,538 |
$8,016,000 |
-145,262 |
|
Procyon Private Wealth Partners LLC |
39 |
- |
2024-03-31 |
137,558 |
$7,959,000 |
-9,018 |
|
Private Advisor Group LLC |
323 |
- |
2024-03-31 |
137,531 |
$7,958,000 |
-9,057 |
|
Eagle Bluffs Wealth Management LLC |
4 |
- |
2024-03-31 |
135,129 |
$7,819,000 |
-400 |
|
Envestnet Portfolio Solutions Inc. |
302 |
- |
2024-03-31 |
121,911 |
$7,054,000 |
-21,688 |
|
Vienna Asset Management LLC |
4 |
- |
2024-03-31 |
119,929 |
$6,919,000 |
-30,172 |
|
Walkner Condon Financial Advisors LLC |
14 |
- |
2024-03-31 |
118,567 |
$6,860,000 |
-12,256 |
|
NCM Capital Management LLC |
4 |
- |
2024-03-31 |
111,042 |
$6,425,000 |
-1,735 |
|
Stratos Wealth Advisors LLC |
68 |
- |
2024-03-31 |
109,813 |
$6,354,000 |
-19,503 |
|
Financial Futures Ltd Liability Co. |
8 |
- |
2024-03-31 |
108,740 |
$6,292,000 |
-6,007 |
|
UNIQUE WEALTH LLC |
12 |
- |
2024-03-31 |
106,035 |
$6,135,000 |
-95,278 |
|
Capital Advisors Wealth Management LLC |
23 |
- |
2024-03-31 |
105,680 |
$6,115,000 |
-29,292 |
|
Jupiter Wealth Management LLC |
6 |
- |
2024-03-31 |
104,513 |
$5,932,000 |
-1,864 |
|
Advisor OS LLC |
25 |
- |
2024-03-31 |
102,229 |
$5,915,000 |
-212,109 |
|
MJP ASSOCIATES INC /ADV |
16 |
- |
2024-03-31 |
102,228 |
$5,915,000 |
-194,071 |
|
TORONTO DOMINION BANK |
537 |
- |
2024-03-31 |
100,000 |
$5,786,000 |
-250,000 |
|
Arete Wealth Advisors LLC |
50 |
- |
2024-03-31 |
91,682 |
$5,305,000 |
-4,095 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
95 |
- |
2024-03-31 |
89,832 |
$5,198,000 |
-40,289 |
|
BECK CAPITAL MANAGEMENT LLC |
21 |
- |
2024-03-31 |
88,577 |
$5,125,000 |
-1,378 |
|
Traynor Capital Management Inc. |
41 |
- |
2024-03-31 |
84,969 |
$4,916,000 |
-8,340 |
|
GeoWealth Management LLC |
92 |
- |
2024-03-31 |
84,069 |
$4,864,000 |
-17,290 |
|
CLS INVESTMENT FIRM LLC |
219 |
- |
2022-12-31 |
85,521 |
$4,660,000 |
-1,292 |
|
Strategic Blueprint LLC |
75 |
- |
2024-03-31 |
79,215 |
$4,583,000 |
-519 |
|
J2 Capital Management Inc |
4 |
- |
2023-09-30 |
85,150 |
$4,561,000 |
-2,272 |
|
TBH Global Asset Management LLC |
26 |
- |
2024-03-31 |
76,890 |
$4,449,000 |
-18,792 |
|
Heritage Trust Co |
47 |
- |
2024-03-31 |
76,802 |
$4,444,000 |
-1,594 |
|
ATRIA INVESTMENTS LLC |
331 |
- |
2023-12-31 |
80,124 |
$4,405,000 |
-44,042 |
|
Madrona Financial Services LLC |
18 |
- |
2024-03-31 |
75,788 |
$4,385,000 |
-4,844 |
|
EisnerAmper Wealth Management Corporate Benefits L |
17 |
- |
2023-12-31 |
79,233 |
$4,356,000 |
-93,711 |
|
KINGSWOOD WEALTH ADVISORS LLC |
32 |
- |
2024-03-31 |
73,183 |
$4,234,000 |
-9,461 |
|
MCCORMACK ADVISORS INTERNATIONAL |
260 |
- |
2024-03-31 |
70,937 |
$4,104,000 |
-13,894 |
|
Bleakley Financial Group LLC |
172 |
- |
2024-03-31 |
69,601 |
$4,027,000 |
-6,733 |
|
Princeton Global Asset Management LLC |
30 |
- |
2024-03-31 |
69,325 |
$4,011,000 |
-330 |
|
Ignite Planners LLC |
20 |
- |
2024-03-31 |
69,301 |
$3,969,000 |
-1,514 |
|
Joseph P. Lucia & Associates LLC |
14 |
- |
2024-03-31 |
65,763 |
$3,805,000 |
-2,404 |
|
CAP Partners LLC |
5 |
- |
2024-03-31 |
65,626 |
$3,797,000 |
-2,645 |
|
DOrazio & Associates Inc. |
23 |
- |
2024-03-31 |
65,358 |
$3,782,000 |
-9,608 |
|
PRUDENTIAL CORP PLC |
306 |
- |
2024-03-31 |
64,900 |
$3,755,000 |
-2,600 |
|
Parallel Advisors LLC |
158 |
- |
2024-03-31 |
62,352 |
$3,608,000 |
-8,572 |
|
Smartleaf Asset Management LLC |
22 |
- |
2024-03-31 |
64,657 |
$3,554,000 |
-11,157 |
|
Avestar Capital LLC |
53 |
- |
2024-03-31 |
59,395 |
$3,437,000 |
-17,303 |
|
STELAC ADVISORY SERVICES LLC |
18 |
- |
2024-03-31 |
59,335 |
$3,433,000 |
-3,627 |
|
Moss Adams Wealth Advisors LLC |
19 |
- |
2024-03-31 |
58,478 |
$3,384,000 |
-891,804 |
|
|
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
|
|
|