|
Institutional
Holders
Total
Institutions:
|
280 0 |
|
Total
shares held :
|
39,787,936 |
|
% of shares
held :
|
86.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-22 |
|
Amount
of shares held :
|
449,797 |
|
% of shares
held change :
|
0.98% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$37.25 |
|
Last
Quarter's Ending
Price :
|
$40.68 |
|
Last
Quarter's Average
Price :
|
$38.28 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.25 (13.71%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
658 |
- |
2024-03-31 |
6,589,502 |
$275,705,000 |
-43,818 |
|
BANK OF AMERICA CORP /DE/ |
562 |
- |
2024-03-31 |
5,467,529 |
$228,761,000 |
50,103 |
|
WELLS FARGO & CO/MN |
420 |
- |
2024-03-31 |
2,789,758 |
$116,723,000 |
136,709 |
|
AMERIPRISE FINANCIAL INC |
545 |
- |
2024-03-31 |
2,328,152 |
$97,381,000 |
84,340 |
|
CREATIVE PLANNING |
93 |
- |
2024-03-31 |
2,237,453 |
$93,615,000 |
-83,322 |
|
LPL FINANCIAL CORP |
361 |
- |
2024-03-31 |
2,083,903 |
$87,191,000 |
596,110 |
|
UBS Group AG |
608 |
- |
2024-03-31 |
1,667,585 |
$69,772,000 |
-8,231 |
|
ENVESTNET ASSET MANAGEMENT INC |
652 |
- |
2024-03-31 |
1,255,687 |
$52,538,000 |
104,822 |
|
CWM LLC |
140 |
- |
2024-03-31 |
736,741 |
$30,825,000 |
-10,520 |
|
Arden Trust Co |
4 |
- |
2024-03-31 |
696,416 |
$29,138,000 |
-7,385 |
|
ROYAL BANK OF CANADA |
1044 |
- |
2024-03-31 |
573,402 |
$23,992,000 |
-140,462 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
197 |
- |
2024-03-31 |
561,637 |
$23,499,000 |
26,297 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
447 |
- |
2024-03-31 |
543,344 |
$22,734,000 |
19,837 |
|
J P MORGAN CHASE & CO |
1605 |
- |
2024-03-31 |
516,358 |
$21,604,000 |
-89,369 |
|
KOCHIS FITZ/QUINTILE LLC |
18 |
- |
2024-03-31 |
512,343 |
$21,436,000 |
-43,620 |
|
Miracle Mile Advisors LLC |
53 |
- |
2024-03-31 |
438,040 |
$18,328,000 |
-124,725 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
286 |
- |
2023-09-30 |
482,445 |
$18,082,000 |
2,084 |
|
STIFEL FINANCIAL CORP |
610 |
- |
2024-03-31 |
411,515 |
$17,218,000 |
199,916 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
324 |
- |
2024-03-31 |
391,606 |
$16,385,000 |
46,053 |
|
Engrave Wealth Partners LLC |
7 |
- |
2023-12-31 |
398,466 |
$16,210,000 |
9,498 |
|
Cetera Investment Advisers |
489 |
- |
2024-03-31 |
361,297 |
$15,117,000 |
245,487 |
|
RAYMOND JAMES & ASSOCIATES |
923 |
- |
2024-03-31 |
359,850 |
$15,056,000 |
1,453 |
|
MERCER GLOBAL ADVISORS INC /ADV |
243 |
- |
2024-03-31 |
343,759 |
$14,383,000 |
44,832 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
386 |
- |
2024-03-31 |
337,551 |
$14,123,000 |
-5,372 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
40 |
- |
2024-03-31 |
317,234 |
$13,273,000 |
38 |
|
LINSCOMB & WILLIAMS INC |
24 |
- |
2024-03-31 |
293,575 |
$12,283,000 |
46,935 |
|
H D Vest Advisory Services |
151 |
- |
2024-03-31 |
278,699 |
$11,661,000 |
-152,896 |
|
M&T BANK CORP |
293 |
- |
2024-03-31 |
262,542 |
$10,984,000 |
-2,887 |
|
Kestra Advisory Services LLC |
284 |
- |
2024-03-31 |
261,494 |
$10,941,000 |
42,443 |
|
TMD Wealth Management LLC |
10 |
- |
2024-03-31 |
241,674 |
$10,112,000 |
43,234 |
|
Capital Analysts Inc. |
48 |
- |
2024-03-31 |
240,466 |
$10,061,000 |
-15,180 |
|
Advisor Group Holdings Inc. |
688 |
- |
2024-03-31 |
238,462 |
$9,983,000 |
-20,530 |
|
Baird Financial Group Inc. |
489 |
- |
2024-03-31 |
220,513 |
$9,226,000 |
6,452 |
|
ALLIANCEBERNSTEIN L.P. |
1210 |
- |
2024-03-31 |
210,529 |
$8,809,000 |
9,226 |
|
Cornerstone Wealth Group LLC |
40 |
*New |
2024-03-31 |
185,398 |
$7,757,000 |
185,398 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
76 |
- |
2024-03-31 |
170,595 |
$7,138,000 |
-4,920 |
|
Private Wealth Advisors LLC |
13 |
- |
2024-03-31 |
164,934 |
$6,901,000 |
-6,988 |
|
BANK OF NEW YORK MELLON CORP |
2180 |
- |
2024-03-31 |
157,218 |
$6,578,000 |
2,576 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
987 |
- |
2024-03-31 |
155,973 |
$6,526,000 |
3,348 |
|
MULTIFINANCIAL SECURITIES CORP |
371 |
- |
2024-03-31 |
154,068 |
$6,446,000 |
27,198 |
|
Cascade Financial Partners LLC |
20 |
- |
2024-03-31 |
152,132 |
$6,355,000 |
0 |
|
DAVIDSON D A & CO |
283 |
- |
2024-03-31 |
131,602 |
$5,506,000 |
7,042 |
|
Orion Portfolio Solutions LLC |
302 |
- |
2024-03-31 |
129,435 |
$5,416,000 |
-8,490 |
|
Sutton Wealth Advisors Inc. |
8 |
*New |
2023-09-30 |
140,211 |
$5,255,000 |
140,211 |
|
CHEVIOT VALUE MANAGEMENT, INC. |
23 |
- |
2024-03-31 |
125,583 |
$5,254,000 |
-1,545 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
109 |
- |
2024-03-31 |
119,149 |
$4,985,000 |
1,849 |
|
COMERICA BANK |
730 |
- |
2024-03-31 |
114,182 |
$4,777,000 |
401 |
|
FINANCIAL NETWORK |
683 |
- |
2024-03-31 |
103,108 |
$4,314,000 |
2,203 |
|
JANE STREET GROUP LLC |
1463 |
- |
2024-03-31 |
98,332 |
$4,114,000 |
-25,741 |
|
Clayton Financial Group LLC |
13 |
- |
2024-03-31 |
97,487 |
$4,079,000 |
9,458 |
|
Qube Research & Technologies Ltd |
1171 |
- |
2024-03-31 |
94,652 |
$3,960,000 |
32,865 |
|
Williams Financial LLC |
8 |
*New |
2024-03-31 |
93,610 |
$3,917,000 |
93,610 |
|
InterOcean Capital Group LLC |
122 |
- |
2024-03-31 |
86,411 |
$3,615,000 |
-7,968 |
|
WARREN AVERETT ASSET MANAGEMENT, LLC |
180 |
*New |
2024-03-31 |
86,381 |
$3,614,000 |
86,381 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
88,495 |
$3,600,000 |
-2,942 |
|
VALMARK ADVISERS INC |
120 |
- |
2024-03-31 |
81,742 |
$3,420,000 |
1,011 |
|
JANNEY MONTGOMERY SCOTT LLC |
913 |
- |
2024-03-31 |
80,197 |
$3,355,000 |
-6,092 |
|
Bridge Advisory LLC |
17 |
- |
2024-03-31 |
77,824 |
$3,256,000 |
-11,514 |
|
Apeiron RIA LLC |
27 |
- |
2024-03-31 |
76,227 |
$3,189,000 |
-1,953 |
|
Financial Partners Group Inc |
36 |
- |
2024-03-31 |
73,376 |
$3,070,000 |
35,791 |
|
Dynamic Advisors Solutions LLC |
239 |
- |
2024-03-31 |
72,222 |
$3,022,000 |
40,590 |
|
Steward Partners Investment Advisory LLC |
453 |
- |
2024-03-31 |
71,139 |
$2,976,000 |
-1,421 |
|
FIRST AMERICAN TRUST CO |
89 |
- |
2024-03-31 |
68,558 |
$2,868,000 |
13,877 |
|
INTL FCSTONE INC. |
80 |
*New |
2024-03-31 |
65,214 |
$2,729,000 |
65,214 |
|
CLS INVESTMENT FIRM LLC |
367 |
- |
2022-12-31 |
76,566 |
$2,729,000 |
489 |
|
CUSTOM INDEX SYSTEMS LLC |
12 |
- |
2024-03-31 |
59,502 |
$2,490,000 |
-666 |
|
Equitable Holdings Inc. |
384 |
- |
2024-03-31 |
59,182 |
$2,476,000 |
15,379 |
|
BEACON FINANCIAL GROUP |
92 |
- |
2024-03-31 |
57,724 |
$2,415,000 |
-10,109 |
|
McNamara Financial Services Inc. |
17 |
- |
2024-03-31 |
56,385 |
$2,359,000 |
-2,575 |
|
Integrated Wealth Concepts LLC |
467 |
- |
2024-03-31 |
55,620 |
$2,327,000 |
26,841 |
|
GFS ADVISORS, LLC |
59 |
- |
2024-03-31 |
53,872 |
$2,254,000 |
472 |
|
CAPTRUST FINANCIAL ADVISORS |
760 |
- |
2024-03-31 |
53,261 |
$2,228,000 |
-7,491 |
|
GREENLEAF TRUST |
170 |
- |
2024-03-31 |
51,961 |
$2,174,000 |
-2,328 |
|
GSA CAPITAL PARTNERS LLP |
121 |
- |
2024-03-31 |
46,616 |
$1,950,000 |
14,593 |
|
GRAYHAWK INVESTMENT STRATEGIES INC. |
16 |
- |
2024-03-31 |
45,600 |
$1,908,000 |
18,600 |
|
ARBOR TRUST WEALTH ADVISORS LLC |
33 |
- |
2024-03-31 |
44,608 |
$1,899,000 |
17,335 |
|
MML INVESTORS SERVICES LLC |
1064 |
- |
2024-03-31 |
45,326 |
$1,896,000 |
410 |
|
Rockefeller Capital Management L.P. |
1024 |
- |
2024-03-31 |
44,914 |
$1,879,000 |
1,714 |
|
JNBA FINANCIAL ADVISORS |
69 |
- |
2024-03-31 |
43,722 |
$1,829,000 |
-49,012 |
|
All Season Financial Advisors Inc. |
18 |
- |
2024-03-31 |
43,084 |
$1,803,000 |
-28,665 |
|
CI Private Wealth LLC |
1085 |
- |
2024-03-31 |
41,257 |
$1,726,000 |
114 |
|
Feltz Wealth PLAN Inc. |
126 |
- |
2024-03-31 |
40,346 |
$1,688,000 |
-82 |
|
QUANTITATIVE ADVANTAGE LLC |
73 |
- |
2023-03-31 |
44,232 |
$1,675,000 |
8,440 |
|
IFP Advisors Inc |
274 |
- |
2023-12-31 |
40,930 |
$1,665,000 |
-953 |
|
Old Port Advisors |
58 |
- |
2023-09-30 |
43,675 |
$1,637,000 |
23,164 |
|
REGAL INVESTMENT ADVISORS, LLC |
198 |
- |
2024-03-31 |
38,378 |
$1,606,000 |
1,081 |
|
JANNEY CAPITAL MANAGEMENT LLC |
128 |
- |
2024-03-31 |
37,935 |
$1,587,000 |
-595 |
|
FFG RETIREMENT ADVISORS LLC |
31 |
- |
2024-03-31 |
37,359 |
$1,563,000 |
874 |
|
OLD MISSION CAPITAL LLC |
279 |
- |
2024-03-31 |
36,594 |
$1,531,000 |
4,472 |
|
MOODY NATIONAL BANK TRUST DIVISION |
124 |
- |
2024-03-31 |
36,377 |
$1,522,000 |
0 |
|
Kades & Cheifetz LLC |
30 |
- |
2024-03-31 |
36,290 |
$1,518,000 |
-898 |
|
Mirador Capital Partners LP |
62 |
- |
2024-03-31 |
35,975 |
$1,505,000 |
1,463 |
|
Evanson Asset Management LLC |
84 |
- |
2024-03-31 |
35,967 |
$1,505,000 |
-837 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1446 |
- |
2024-03-31 |
35,920 |
$1,503,000 |
-1,523 |
|
FMR LLC |
2246 |
- |
2024-03-31 |
35,155 |
$1,471,000 |
4,169 |
|
HIGHTOWER ADVISORS, LLC |
1563 |
- |
2024-03-31 |
34,623 |
$1,449,000 |
2,760 |
|
J.W. COLE ADVISORS INC. |
263 |
- |
2024-03-31 |
34,056 |
$1,425,000 |
821 |
|
BNP PARIBAS |
128 |
- |
2024-03-31 |
33,929 |
$1,420,000 |
0 |
|
Koshinski Asset Management Inc. |
151 |
- |
2024-03-31 |
33,637 |
$1,407,000 |
-10,268 |
|
BANK OF MONTREAL /CAN/ |
1521 |
- |
2024-03-31 |
33,305 |
$1,406,000 |
-30,980 |
|
|
100 Records found
|
1
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