|
Institutional
Holders
Total
Institutions:
|
106 5 |
|
Total
shares held :
|
21,729,296 |
|
% of shares
held :
|
0% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-4 |
|
Amount
of shares held :
|
441,343 |
|
% of shares
held change :
|
0% |
|
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/ |
2365 |
- |
2024-03-31 |
880,300 |
$11,594,000 |
-200,433 |
|
INVESCO LTD |
1747 |
- |
2024-03-31 |
822,087 |
$10,827,000 |
-307,124 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
935 |
- |
2024-03-31 |
559,784 |
$7,372,000 |
-111,729 |
|
ROYAL BANK OF CANADA |
1730 |
- |
2024-03-31 |
511,842 |
$6,741,000 |
-113,588 |
|
Cornerstone Advisory LLP |
33 |
- |
2024-03-31 |
444,571 |
$5,855,000 |
-2,938 |
|
GUGGENHEIM CAPITAL LLC |
518 |
- |
2024-03-31 |
408,538 |
$5,380,000 |
-1,869 |
|
Element Wealth LLC |
11 |
- |
2024-03-31 |
262,234 |
$3,454,000 |
-413 |
|
Consolidated Portfolio Review Corp |
45 |
- |
2024-03-31 |
189,279 |
$2,493,000 |
-1,597 |
|
U.S. Capital Wealth Advisors LLC |
260 |
- |
2024-03-31 |
130,015 |
$1,712,000 |
-5,830 |
|
WEDBUSH MORGAN SECURITIES INC |
401 |
- |
2024-03-31 |
72,253 |
$952,000 |
-6,198 |
|
SCOTIA CAPITAL INC. |
522 |
- |
2024-03-31 |
65,795 |
$867,000 |
-50,655 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
198 |
- |
2024-03-31 |
53,424 |
$704,000 |
-17,366 |
|
ENVESTNET ASSET MANAGEMENT INC |
3327 |
- |
2024-03-31 |
43,082 |
$567,000 |
-5,348 |
|
Gridiron Partners LLC |
41 |
- |
2024-03-31 |
31,130 |
$410,000 |
-19,955 |
|
RAYMOND JAMES & ASSOCIATES |
3218 |
- |
2024-03-31 |
27,826 |
$366,000 |
-1,451 |
|
Williams Jones Wealth Management LLC. |
425 |
- |
2024-03-31 |
21,890 |
$288,000 |
-820 |
|
BB&T CORP |
2313 |
- |
2024-03-31 |
20,228 |
$266,000 |
-9,177 |
|
Goss Wealth Management LLC |
1714 |
- |
2024-03-31 |
18,850 |
$248,000 |
-100 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2067 |
- |
2024-03-31 |
17,751 |
$234,000 |
-3,047 |
|
JANNEY MONTGOMERY SCOTT LLC |
2563 |
- |
2024-03-31 |
15,077 |
$199,000 |
-2,032 |
|
WESPAC ADVISORS, LLC |
164 |
- |
2024-03-31 |
14,183 |
$187,000 |
-236 |
|
Farther Finance Advisors LLC |
729 |
- |
2024-03-31 |
13,150 |
$174,000 |
-600 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1597 |
- |
2024-03-31 |
12,989 |
$171,000 |
-16,539 |
|
Parisi Gray Wealth Management |
104 |
- |
2024-03-31 |
12,285 |
$162,000 |
-19,636 |
|
Perigon Wealth Management LLC |
820 |
- |
2024-03-31 |
10,595 |
$140,000 |
-19,786 |
|
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25 Records found
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1
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