|
Institutional
Holders
Total
Institutions:
|
26 3 |
|
Total
shares held :
|
22,434,322 |
|
% of shares
held :
|
24.93% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
851,521 |
|
% of shares
held change :
|
0.95% |
|
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 |
FRANKLIN RESOURCES INC |
133 |
- |
2024-03-31 |
30,129,801 |
$617,360,000 |
11,065,564 |
|
JANNEY MONTGOMERY SCOTT LLC |
260 |
- |
2024-03-31 |
1,269,281 |
$26,008,000 |
639,183 |
|
Congress Wealth Management LLC / DE / |
69 |
- |
2024-03-31 |
971,142 |
$19,899,000 |
138,571 |
|
TOTAL INVESTMENT MANAGEMENT INC |
12 |
- |
2024-03-31 |
664,576 |
$13,617,000 |
18,209 |
|
LPL FINANCIAL CORP |
1255 |
- |
2024-03-31 |
545,887 |
$11,185,000 |
6,952 |
|
RAYMOND JAMES & ASSOCIATES |
1589 |
- |
2024-03-31 |
240,411 |
$4,926,000 |
37,203 |
|
ENVESTNET ASSET MANAGEMENT INC |
2259 |
- |
2024-03-31 |
158,785 |
$3,254,000 |
41,483 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
86 |
- |
2024-03-31 |
152,456 |
$3,124,000 |
139,558 |
|
AE Wealth Management LLC |
513 |
- |
2024-03-31 |
87,725 |
$1,797,000 |
610 |
|
Cetera Investment Advisers |
820 |
- |
2024-03-31 |
59,072 |
$1,210,000 |
1,319 |
|
Advisor Group Holdings Inc. |
2224 |
- |
2024-03-31 |
54,354 |
$1,114,000 |
646 |
|
Envestnet Portfolio Solutions Inc. |
917 |
- |
2024-03-31 |
39,918 |
$818,000 |
10,189 |
|
Atria Wealth Solutions Inc. |
1012 |
- |
2024-03-31 |
38,317 |
$785,000 |
17,762 |
|
VALMARK ADVISERS INC |
318 |
- |
2024-03-31 |
35,025 |
$718,000 |
472 |
|
JANE STREET GROUP LLC |
3714 |
- |
2024-03-31 |
27,746 |
$569,000 |
27,746 |
|
FINANCIAL NETWORK |
2008 |
- |
2024-03-31 |
21,370 |
$438,000 |
5,414 |
|
J P MORGAN CHASE & CO |
4058 |
- |
2024-03-31 |
13,247 |
$271,000 |
7,362 |
|
Concurrent Investment Advisors LLC |
702 |
*New |
2024-03-31 |
12,972 |
$266,000 |
12,972 |
|
Geneos Wealth Management Inc. |
669 |
- |
2024-03-31 |
11,073 |
$227,000 |
431 |
|
LOCKERMAN FINANCIAL GROUP INC. |
98 |
- |
2024-03-31 |
10,445 |
$214,000 |
-165 |
|
MORGAN STANLEY |
5535 |
- |
2024-03-31 |
9,661 |
$198,000 |
9,661 |
|
Householder Group Estate & Retirement Specialist L |
257 |
- |
2024-03-31 |
8,442 |
$173,000 |
-367 |
|
Key Financial Inc |
320 |
- |
2024-03-31 |
5,065 |
$104,000 |
0 |
|
Westside Investment Management Inc. |
376 |
- |
2024-03-31 |
2,000 |
$41,000 |
0 |
|
HANSON MCCLAIN, INC. |
1585 |
- |
2024-03-31 |
1,309 |
$27,000 |
0 |
|
Goss Wealth Management LLC |
2739 |
*New |
2024-03-31 |
694 |
$14,000 |
694 |
|
UBS Group AG |
5854 |
*New |
2024-03-31 |
673 |
$14,000 |
673 |
|
Riggs Asset Managment Co. Inc. |
395 |
- |
2024-03-31 |
65 |
$1,000 |
0 |
|
CWM LLC |
4052 |
*New |
2024-03-31 |
46 |
$1,000 |
46 |
|
Leicht Financial Planning & Wealth Management Inc. |
21 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,503 |
|
PROEQUITIES INC. |
3769 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
CITADEL ADVISORS LLC |
6212 |
*Closed |
2024-03-31 |
0 |
$0 |
-33,449 |
|
Kozak & Associates Inc. |
439 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
33 Records found
|
1
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