|
Institutional
Holders
Total
Institutions:
|
24 0 |
|
Total
shares held :
|
14,742,334 |
|
% of shares
held :
|
16.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-423,903 |
|
% of shares
held change :
|
-0.47% |
|
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 |
305 |
- |
2024-03-31 |
8,317,906 |
$168,271,000 |
92,543 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
60 |
- |
2024-03-31 |
6,343,075 |
$128,320,000 |
774,654 |
|
LPL FINANCIAL CORP |
1412 |
- |
2024-03-31 |
437,460 |
$8,850,000 |
194,484 |
|
BANK OF AMERICA CORP /DE/ |
3362 |
- |
2024-03-31 |
145,150 |
$2,936,000 |
-13,530 |
|
KWB Wealth |
36 |
- |
2024-03-31 |
135,743 |
$2,746,000 |
16,999 |
|
ACIMA PRIVATE WEALTH LLC |
28 |
*New |
2024-03-31 |
114,660 |
$2,320,000 |
114,660 |
|
Brookstone Capital Management |
416 |
- |
2024-03-31 |
68,569 |
$1,387,000 |
-16,357 |
|
JANE STREET GROUP LLC |
3005 |
- |
2024-03-31 |
52,521 |
$1,063,000 |
770 |
|
ACT Advisors LLC. |
17 |
- |
2024-03-31 |
50,770 |
$1,027,000 |
-3,022 |
|
Your Advocates Ltd. LLP |
18 |
- |
2024-03-31 |
45,753 |
$926,000 |
2,278 |
|
Foundations Investment Advisors LLC |
381 |
*New |
2024-03-31 |
36,370 |
$736,000 |
36,370 |
|
Visionary Wealth Advisors |
289 |
- |
2024-03-31 |
31,634 |
$640,000 |
1,555 |
|
Opes Wealth Management LLC |
72 |
- |
2024-03-31 |
30,630 |
$620,000 |
1,192 |
|
FAMILY CAPITAL TRUST CO |
36 |
- |
2024-03-31 |
22,346 |
$452,000 |
0 |
|
Prime Capital Investment Advisors LLC |
730 |
- |
2024-03-31 |
17,093 |
$346,000 |
-117 |
|
Millington Financial Advisors LLC |
64 |
- |
2024-03-31 |
16,636 |
$337,000 |
-244 |
|
Deschutes Portfolio Strategy LLC |
145 |
- |
2024-03-31 |
15,600 |
$316,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
2821 |
- |
2024-03-31 |
11,756 |
$237,000 |
-2,204 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
733 |
- |
2024-03-31 |
9,329 |
$189,000 |
7,243 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
661 |
- |
2024-03-31 |
5,168 |
$105,000 |
2,017 |
|
PRIVATE TRUST CO NA |
939 |
- |
2024-03-31 |
3,985 |
$81,000 |
0 |
|
UBS Group AG |
5427 |
- |
2024-03-31 |
1,904 |
$39,000 |
1,904 |
|
Advisor Group Holdings Inc. |
5670 |
- |
2024-03-31 |
444 |
$9,000 |
-1,450 |
|
Kozak & Associates Inc. |
257 |
*New |
2024-03-31 |
328 |
$7,000 |
328 |
|
ROYAL BANK OF CANADA |
5786 |
- |
2024-03-31 |
270 |
$5,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3285 |
- |
2024-03-31 |
9 |
$0 |
0 |
|
PROEQUITIES INC. |
6207 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
MORGAN STANLEY |
7643 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
REGAL INVESTMENT ADVISORS, LLC |
602 |
*Closed |
2024-03-31 |
0 |
$0 |
-37,298 |
|
|
29 Records found
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1
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