| |
Institutional
Holders
Total
Institutions:
 |
114  5 |
|
|
Total
shares held :
|
11,802,200 |
|
|
% of shares
held :
|
37.47% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
|
Amount
of shares held :
|
-1,538,720 |
|
|
% of shares
held change :
|
-4.88% |
|
| 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/ |
771 |
- |
2024-03-31 |
4,685,719 |
$134,246,000 |
-1,180,669 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
232 |
- |
2024-03-31 |
1,359,787 |
$38,958,000 |
-3,965 |
|
| MORGAN STANLEY |
2466 |
- |
2024-03-31 |
854,885 |
$24,492,000 |
-30,567 |
|
| LPL FINANCIAL CORP |
1361 |
- |
2024-03-31 |
332,774 |
$9,534,000 |
-28,468 |
|
| ROYAL BANK OF CANADA |
1933 |
- |
2024-03-31 |
165,374 |
$4,738,000 |
-29,000 |
|
| Private Advisor Group LLC |
607 |
- |
2024-03-31 |
115,363 |
$3,305,000 |
-5,539 |
|
| Advisor Group Holdings Inc. |
1462 |
- |
2024-03-31 |
95,872 |
$2,746,000 |
-20,599 |
|
| RAYMOND JAMES & ASSOCIATES |
2037 |
- |
2024-03-31 |
83,439 |
$2,391,000 |
-772 |
|
| COMMONWEALTH EQUITY SERVICES LLC. |
1735 |
- |
2024-03-31 |
73,668 |
$2,111,000 |
-37,384 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
919 |
- |
2023-09-30 |
45,131 |
$1,168,000 |
-54,770 |
|
| Stratos Wealth Advisors LLC |
339 |
- |
2024-03-31 |
32,967 |
$945,000 |
-575 |
|
| H&H Retirement Design & Management INC |
40 |
- |
2024-03-31 |
32,697 |
$866,000 |
-2,844 |
|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV |
297 |
- |
2024-03-31 |
28,715 |
$823,000 |
-610 |
|
| GLOBALT Investments LLC / GA |
167 |
- |
2024-03-31 |
23,421 |
$671,000 |
-1,252 |
|
| HIGHTOWER ADVISORS, LLC |
2048 |
- |
2024-03-31 |
22,793 |
$655,000 |
-2,092 |
|
| PARTNERS CAPITAL INVESTMENT GROUP LLP |
112 |
- |
2024-03-31 |
22,714 |
$651,000 |
-22,715 |
|
| Kestra Advisory Services LLC |
1498 |
- |
2024-03-31 |
22,105 |
$633,000 |
-5,631 |
|
| H D Vest Advisory Services |
941 |
- |
2024-03-31 |
21,638 |
$620,000 |
-710 |
|
| BKM Wealth Management LLC |
96 |
- |
2024-03-31 |
20,091 |
$576,000 |
-1,501 |
|
| Intrepid Financial Planning Group LLC |
93 |
- |
2024-03-31 |
11,701 |
$335,000 |
-150 |
|
| J P MORGAN CHASE & CO |
3952 |
- |
2024-03-31 |
11,601 |
$332,000 |
-9,100 |
|
| Atria Wealth Solutions Inc. |
1525 |
- |
2024-03-31 |
10,787 |
$309,000 |
-813 |
|
| Stratos Wealth Partners LTD. |
1096 |
- |
2024-03-31 |
10,134 |
$290,000 |
-4,355 |
|
| JBR Co Financial Management Inc |
85 |
- |
2024-03-31 |
8,458 |
$242,000 |
-103 |
|
| Endowment Wealth Management Inc. |
112 |
- |
2024-03-31 |
7,999 |
$229,000 |
-2,040 |
|
| Goss Wealth Management LLC |
2007 |
- |
2024-03-31 |
4,030 |
$115,000 |
-605 |
|
| PSI Advisors LLC |
246 |
- |
2024-03-31 |
1,729 |
$50,000 |
-83 |
|
| PNC FINANCIAL SERVICES GROUP INC |
3474 |
- |
2024-03-31 |
618 |
$18,000 |
-56 |
|
| Qube Research & Technologies Ltd |
3211 |
- |
2024-03-31 |
588 |
$17,000 |
-53 |
|
| COMERICA BANK |
3070 |
- |
2024-03-31 |
527 |
$15,000 |
-85 |
|
| GRADIENT INVESTMENTS LLC |
752 |
- |
2024-03-31 |
133 |
$4,000 |
-639 |
|
| Key Financial Inc |
1054 |
- |
2024-03-31 |
88 |
$3,000 |
-226 |
|
| IFP Advisors Inc |
2597 |
- |
2023-12-31 |
52 |
$2,000 |
-311 |
|
|
33 Records found
|
1
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