|
Institutional
Holders
Total
Institutions:
|
59 2 |
|
Total
shares held :
|
23,916,073 |
|
% of shares
held :
|
36.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-2,098,552 |
|
% of shares
held change :
|
-3.17% |
|
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 |
J P MORGAN CHASE & CO |
253 |
- |
2024-03-31 |
21,807,542 |
$799,246,000 |
2,728,251 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
294 |
- |
2024-03-31 |
1,129,405 |
$41,393,000 |
-83,089 |
|
MORGAN STANLEY |
2260 |
- |
2024-03-31 |
802,933 |
$29,428,000 |
96,237 |
|
JANNEY MONTGOMERY SCOTT LLC |
241 |
- |
2024-03-31 |
779,107 |
$28,554,000 |
166,554 |
|
Vestmark Advisory Solutions Inc. |
27 |
- |
2024-03-31 |
489,364 |
$17,935,000 |
123,469 |
|
DAYMARK WEALTH PARTNERS LLC |
44 |
- |
2024-03-31 |
298,095 |
$10,925,000 |
47,965 |
|
Pallas Capital Advisors LLC |
49 |
- |
2024-03-31 |
221,556 |
$8,120,000 |
17,566 |
|
JANE STREET GROUP LLC |
993 |
- |
2024-03-31 |
200,701 |
$7,356,000 |
117,452 |
|
MN Wealth Advisors LLC |
6 |
- |
2024-03-31 |
173,757 |
$6,368,000 |
18,770 |
|
FLOW TRADERS U.S. LLC |
59 |
- |
2024-03-31 |
150,205 |
$5,505,000 |
150,205 |
|
Wagner Wealth Management LLC |
15 |
- |
2024-03-31 |
138,411 |
$5,073,000 |
99,214 |
|
Advantage Trust Co |
8 |
- |
2024-03-31 |
137,306 |
$5,032,000 |
46,653 |
|
Integrity Advisory LLC |
9 |
- |
2022-12-31 |
113,079 |
$3,846,000 |
37,713 |
|
Lido Advisors LLC |
296 |
- |
2024-03-31 |
99,152 |
$3,634,000 |
-5,883 |
|
OLD MISSION CAPITAL LLC |
174 |
- |
2024-03-31 |
78,334 |
$2,871,000 |
78,334 |
|
ENVESTNET ASSET MANAGEMENT INC |
2348 |
- |
2024-03-31 |
76,629 |
$2,808,000 |
31,539 |
|
LPL FINANCIAL CORP |
2245 |
- |
2024-03-31 |
73,344 |
$2,688,000 |
-85,496 |
|
MASSMUTUAL TRUST CO FSB/ADV |
198 |
- |
2024-03-31 |
49,315 |
$1,807,000 |
1,820 |
|
Change Path LLC |
258 |
- |
2024-03-31 |
46,823 |
$1,716,000 |
7,821 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2016 |
- |
2024-03-31 |
37,222 |
$1,364,000 |
12,644 |
|
FINANCIAL NETWORK |
1357 |
- |
2024-03-31 |
31,358 |
$1,149,000 |
15,211 |
|
Stony Point Wealth Management Inc. |
34 |
- |
2024-03-31 |
26,447 |
$969,000 |
-17,412 |
|
GeoWealth Management LLC |
319 |
- |
2024-03-31 |
24,100 |
$883,000 |
-8,584 |
|
STIFEL FINANCIAL CORP |
2334 |
- |
2024-03-31 |
21,152 |
$775,000 |
-62 |
|
Wayfinding Financial LLC |
45 |
- |
2024-03-31 |
19,861 |
$745,000 |
3,115 |
|
Dynamic Advisors Solutions LLC |
526 |
- |
2024-03-31 |
18,648 |
$683,000 |
3,685 |
|
LAKE STREET FINANCIAL LLC |
192 |
- |
2024-03-31 |
18,059 |
$662,000 |
392 |
|
3Chopt Investment Partners LLC |
63 |
- |
2024-03-31 |
14,946 |
$548,000 |
-9,032 |
|
STEPHENS INC /AR/ |
831 |
- |
2024-03-31 |
12,900 |
$473,000 |
-38,700 |
|
MML INVESTORS SERVICES LLC |
1856 |
- |
2024-03-31 |
12,092 |
$443,000 |
6,447 |
|
Advisor Group Holdings Inc. |
3045 |
- |
2024-03-31 |
11,736 |
$430,000 |
5,603 |
|
Kestra Advisory Services LLC |
1770 |
- |
2024-03-31 |
11,261 |
$413,000 |
148 |
|
Security Financial Services INC. |
119 |
- |
2024-03-31 |
10,508 |
$385,000 |
684 |
|
Gateway Wealth Partners LLC |
151 |
- |
2024-03-31 |
9,575 |
$351,000 |
3,742 |
|
Farther Finance Advisors LLC |
496 |
- |
2024-03-31 |
9,096 |
$334,000 |
960 |
|
Private Advisor Group LLC |
1842 |
- |
2024-03-31 |
8,008 |
$293,000 |
-363 |
|
IFP Advisors Inc |
864 |
*New |
2023-12-31 |
6,381 |
$231,000 |
6,381 |
|
Visionary Wealth Advisors |
458 |
- |
2024-03-31 |
6,022 |
$221,000 |
-36,231 |
|
Cetera Investment Advisers |
1653 |
*New |
2024-03-31 |
5,487 |
$201,000 |
5,487 |
|
COMERICA BANK |
2325 |
- |
2024-03-31 |
5,078 |
$186,000 |
181 |
|
Aptus Capital Advisors LLC |
793 |
*New |
2024-03-31 |
3,064 |
$112,000 |
3,064 |
|
Steward Partners Investment Advisory LLC |
1975 |
- |
2024-03-31 |
1,740 |
$64,000 |
0 |
|
UBS Group AG |
5244 |
- |
2024-03-31 |
1,579 |
$58,000 |
1,579 |
|
ANCORA ADVISORS, LLC |
927 |
*New |
2024-03-31 |
1,228 |
$45,000 |
1,228 |
|
WHITTIER TRUST CO OF NEVADA INC |
707 |
- |
2024-03-31 |
1,227 |
$45,000 |
-423 |
|
CWM LLC |
2464 |
- |
2024-03-31 |
1,035 |
$38,000 |
0 |
|
Geneos Wealth Management Inc. |
1224 |
*New |
2024-03-31 |
886 |
$32,000 |
886 |
|
Family Asset Management LLC |
141 |
- |
2024-03-31 |
770 |
$28,000 |
53 |
|
Northwest Capital Management Inc |
342 |
- |
2024-03-31 |
400 |
$15,000 |
0 |
|
LGT Financial Advisors LLC |
445 |
- |
2024-03-31 |
357 |
$13,000 |
23 |
|
BARTLETT & CO. LLC |
953 |
- |
2023-12-31 |
308 |
$11,000 |
298 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
907 |
- |
2024-03-31 |
285 |
$10,000 |
-23 |
|
Emerald Investment Partners LLC |
429 |
*New |
2024-03-31 |
232 |
$9,000 |
232 |
|
ROYAL BANK OF CANADA |
5621 |
- |
2024-03-31 |
214 |
$8,000 |
-132,343 |
|
Fortis Advisors LLC |
246 |
*New |
2024-03-31 |
170 |
$6,000 |
170 |
|
Tidemark LLC |
573 |
- |
2024-03-31 |
87 |
$3,000 |
0 |
|
Spire Wealth Management |
2131 |
- |
2024-03-31 |
59 |
$2,000 |
-16 |
|
Aspire Private Capital LLC |
597 |
- |
2024-03-31 |
51 |
$2,000 |
-1 |
|
FMR LLC |
4639 |
- |
2024-03-31 |
18 |
$1,000 |
-67 |
|
Global Retirement Partners LLC |
3001 |
- |
2024-03-31 |
34 |
$1,000 |
11 |
|
CITADEL ADVISORS LLC |
5711 |
*Closed |
2024-03-31 |
0 |
$0 |
-121,042 |
|
ADVISORY SERVICES NETWORK, LLC |
2008 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,344 |
|
HARBOUR INVESTMENTS INC. |
2938 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
FTB Advisors Inc. |
2301 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
PROEQUITIES INC. |
6760 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
Frazier Financial Advisors LLC |
861 |
*Closed |
2024-03-31 |
0 |
$0 |
-255 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6306 |
*Closed |
2024-03-31 |
0 |
$0 |
-6,453 |
|
Riggs Asset Managment Co. Inc. |
659 |
*Closed |
2024-03-31 |
0 |
$0 |
-48 |
|
Cobblestone Asset Management LLC |
48 |
*Closed |
2024-03-31 |
0 |
$0 |
-80,934 |
|
Cranbrook Wealth Management LLC |
298 |
*Closed |
2024-03-31 |
0 |
$0 |
-6 |
|
|
70 Records found
|
1
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