|
Institutional
Holders
Total
Institutions:
|
93 8 |
|
Total
shares held :
|
21,805,289 |
|
% of shares
held :
|
24.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
39 |
|
Amount
of shares held :
|
5,417,300 |
|
% of shares
held change :
|
6.02% |
|
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/ |
999 |
- |
2024-03-31 |
3,405,989 |
$83,072,000 |
-898,980 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
22 |
- |
2024-03-31 |
1,075,867 |
$26,240,000 |
-40,378 |
|
BANK OF NEW YORK MELLON CORP |
2113 |
- |
2024-03-31 |
308,073 |
$7,514,000 |
-10,481 |
|
FINANCIAL COUNSELORS INC |
176 |
- |
2024-03-31 |
245,461 |
$5,987,000 |
-535,979 |
|
MASSMUTUAL TRUST CO FSB/ADV |
152 |
- |
2024-03-31 |
160,464 |
$3,914,000 |
-138,760 |
|
Integrated Wealth Concepts LLC |
341 |
- |
2024-03-31 |
143,383 |
$3,497,000 |
-1,140 |
|
Legacy Financial Strategies LLC |
39 |
- |
2024-03-31 |
103,212 |
$2,517,000 |
-1,455 |
|
CAPTRUST FINANCIAL ADVISORS |
752 |
- |
2024-03-31 |
93,650 |
$2,284,000 |
-17,558 |
|
Snowden Capital Advisors LLC |
370 |
- |
2024-03-31 |
64,835 |
$1,581,000 |
-9,855 |
|
Private Advisor Group LLC |
923 |
- |
2024-03-31 |
64,739 |
$1,579,000 |
-28,039 |
|
JANNEY CAPITAL MANAGEMENT LLC |
130 |
- |
2024-03-31 |
61,162 |
$1,492,000 |
-756 |
|
Amplius Wealth Advisors LLC |
62 |
- |
2024-03-31 |
54,211 |
$1,322,000 |
-181,335 |
|
Atria Wealth Solutions Inc. |
849 |
- |
2024-03-31 |
46,982 |
$1,146,000 |
-1,492 |
|
Advisor Group Holdings Inc. |
2273 |
- |
2024-03-31 |
43,240 |
$1,055,000 |
-74,422 |
|
PFG Advisors |
284 |
- |
2024-03-31 |
41,430 |
$1,010,000 |
-435 |
|
BCS Wealth Management |
83 |
- |
2024-03-31 |
35,704 |
$871,000 |
-5,559 |
|
Steward Partners Investment Advisory LLC |
859 |
- |
2024-03-31 |
33,976 |
$829,000 |
-124,417 |
|
Sequoia Financial Advisors LLC |
652 |
- |
2024-03-31 |
22,892 |
$558,000 |
-38,670 |
|
Pineridge Advisors LLC |
33 |
- |
2024-03-31 |
19,373 |
$473,000 |
-3,031 |
|
Golden State Equity Partners |
236 |
- |
2023-12-31 |
15,064 |
$370,000 |
-2,014 |
|
TSFG LLC |
113 |
- |
2024-03-31 |
14,897 |
$363,000 |
-378 |
|
Equitable Holdings Inc. |
1002 |
- |
2024-03-31 |
10,584 |
$258,000 |
-2,493 |
|
|
22 Records found
|
1
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