|
Institutional
Holders
Total
Institutions:
|
85 1 |
|
Total
shares held :
|
3,883,308 |
|
% of shares
held :
|
40.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
Amount
of shares held :
|
-362,470 |
|
% of shares
held change :
|
-3.78% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.50 |
|
Last
Quarter's Ending
Price :
|
$35.31 |
|
Last
Quarter's Average
Price :
|
$31.57 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.56 (14.44%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
PNC FINANCIAL SERVICES GROUP INC |
330 |
- |
2024-03-31 |
793,071 |
$28,733,000 |
-95,497 |
|
BANK OF AMERICA CORP /DE/ |
1746 |
- |
2024-03-31 |
698,064 |
$25,291,000 |
4,475 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
18 |
- |
2024-03-31 |
373,440 |
$13,530,000 |
-3,290 |
|
LPL FINANCIAL CORP |
1474 |
- |
2024-03-31 |
216,234 |
$7,834,000 |
12,700 |
|
PRINCIPAL SECURITIES INC. |
101 |
- |
2024-03-31 |
175,545 |
$6,360,000 |
6,415 |
|
UBS Group AG |
2021 |
- |
2024-03-31 |
165,556 |
$5,998,000 |
-4,949 |
|
MORGAN STANLEY |
3874 |
- |
2024-03-31 |
128,422 |
$4,653,000 |
7,028 |
|
Lido Advisors LLC |
291 |
- |
2024-03-31 |
105,442 |
$3,820,000 |
-14,878 |
|
JANE STREET GROUP LLC |
1643 |
- |
2024-03-31 |
92,987 |
$3,369,000 |
21,704 |
|
AMERIPRISE FINANCIAL INC |
2661 |
- |
2024-03-31 |
71,763 |
$2,599,000 |
1,071 |
|
Wealthcare Advisory Partners LLC |
230 |
- |
2024-03-31 |
55,913 |
$2,026,000 |
-4,083 |
|
WELLS FARGO & CO/MN |
2596 |
- |
2024-03-31 |
53,141 |
$1,925,000 |
-6,163 |
|
Great Diamond Partners LLC |
68 |
- |
2024-03-31 |
47,716 |
$1,729,000 |
819 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2176 |
- |
2024-03-31 |
38,183 |
$1,383,000 |
1,721 |
|
RAYMOND JAMES & ASSOCIATES |
2407 |
- |
2024-03-31 |
36,045 |
$1,306,000 |
268 |
|
ROYAL BANK OF CANADA |
2843 |
- |
2024-03-31 |
33,394 |
$1,211,000 |
691 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2002 |
- |
2024-03-31 |
29,539 |
$1,070,000 |
-768 |
|
Change Path LLC |
369 |
- |
2024-03-31 |
28,741 |
$1,041,000 |
2,624 |
|
Cetera Investment Advisers |
2058 |
- |
2024-03-31 |
27,531 |
$997,000 |
16,337 |
|
SMITHBRIDGE ASSET MANAGEMENT INC/DE |
90 |
- |
2024-03-31 |
26,526 |
$961,000 |
45 |
|
BB&T CORP |
1610 |
- |
2024-03-31 |
26,415 |
$957,000 |
2,161 |
|
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) |
1112 |
- |
2024-03-31 |
24,925 |
$907,000 |
-9,112 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1839 |
- |
2024-03-31 |
22,981 |
$833,000 |
-1,281 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1634 |
- |
2024-03-31 |
22,997 |
$833,000 |
-33,899 |
|
HIGHTOWER ADVISORS, LLC |
1906 |
- |
2024-03-31 |
22,332 |
$809,000 |
-382 |
|
Insight Advisors LLC/ PA |
107 |
- |
2024-03-31 |
21,461 |
$778,000 |
-8,992 |
|
MARINER WEALTH ADVISORS, LLC |
1724 |
- |
2024-03-31 |
20,526 |
$744,000 |
8,801 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2475 |
- |
2024-03-31 |
19,840 |
$719,000 |
1,627 |
|
CIC Wealth LLC |
86 |
- |
2024-03-31 |
18,935 |
$686,000 |
-2,728 |
|
Patten Group Inc. |
147 |
- |
2024-03-31 |
18,833 |
$682,000 |
-1,907 |
|
MML INVESTORS SERVICES LLC |
1667 |
- |
2024-03-31 |
17,232 |
$624,000 |
1,694 |
|
Stratos Wealth Partners LTD. |
838 |
- |
2024-03-31 |
15,472 |
$561,000 |
-1,061 |
|
ENVESTNET ASSET MANAGEMENT INC |
3335 |
- |
2024-03-31 |
15,422 |
$559,000 |
-942 |
|
COLONY GROUP, LLC |
721 |
- |
2024-03-31 |
14,150 |
$513,000 |
2,393 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
43 |
- |
2024-03-31 |
13,377 |
$485,000 |
-2,831 |
|
Archford Capital Strategies LLC |
177 |
- |
2024-03-31 |
13,326 |
$483,000 |
-51 |
|
Prosperity Financial Group Inc. |
85 |
- |
2024-03-31 |
13,004 |
$471,000 |
-51,697 |
|
FINANCIAL NETWORK |
1963 |
- |
2024-03-31 |
12,951 |
$469,000 |
-233 |
|
Advisor Group Holdings Inc. |
3118 |
- |
2024-03-31 |
10,739 |
$389,000 |
-3,621 |
|
Financial Advocates Investment Management |
517 |
- |
2024-03-31 |
10,553 |
$382,000 |
-2,450 |
|
Claybrook Capital LLC |
107 |
- |
2023-09-30 |
11,008 |
$337,000 |
20 |
|
ARMSTRONG ADVISORY GROUP INC |
125 |
- |
2024-03-31 |
9,530 |
$337,000 |
0 |
|
CITADEL ADVISORS LLC |
4105 |
- |
2024-03-31 |
9,233 |
$335,000 |
-25,565 |
|
COLONY GROUP LLC |
620 |
- |
2023-09-30 |
10,699 |
$328,000 |
-2,274 |
|
Prairie Wealth Advisors Inc. |
117 |
- |
2024-03-31 |
8,930 |
$324,000 |
0 |
|
Atria Wealth Solutions Inc. |
1514 |
- |
2024-03-31 |
8,689 |
$315,000 |
-2,783 |
|
Kestra Advisory Services LLC |
2030 |
- |
2024-03-31 |
7,698 |
$279,000 |
371 |
|
Sequoia Financial Advisors LLC |
909 |
- |
2024-03-31 |
7,434 |
$269,000 |
-1,613 |
|
GREAT VALLEY ADVISOR GROUP INC. |
634 |
- |
2024-03-31 |
7,341 |
$266,000 |
221 |
|
Crew Capital Management Ltd. |
98 |
- |
2024-03-31 |
7,295 |
$264,000 |
-1,020 |
|
GLENMEDE TRUST CO NA |
1109 |
- |
2024-03-31 |
6,793 |
$246,000 |
1,153 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2085 |
- |
2024-03-31 |
6,282 |
$228,000 |
-361 |
|
Resurgent Financial Advisors LLC |
168 |
- |
2024-03-31 |
6,254 |
$227,000 |
3,481 |
|
Banco Santander S.A. |
399 |
- |
2024-03-31 |
6,170 |
$224,000 |
-2,280 |
|
Fiduciary Alliance LLC |
178 |
*New |
2024-03-31 |
6,209 |
$223,000 |
6,209 |
|
BLAIR WILLIAM & CO/IL |
1369 |
- |
2024-03-31 |
6,008 |
$218,000 |
186 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
409 |
- |
2024-03-31 |
5,694 |
$206,000 |
176 |
|
MULTIFINANCIAL SECURITIES CORP |
2197 |
*New |
2024-03-31 |
5,644 |
$204,000 |
5,644 |
|
GeoWealth Management LLC |
705 |
- |
2024-03-31 |
4,915 |
$178,000 |
-881 |
|
SRS Capital Advisors Inc. |
393 |
- |
2024-03-31 |
2,733 |
$99,000 |
11 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
109 |
- |
2024-03-31 |
2,009 |
$73,000 |
0 |
|
Smartleaf Asset Management LLC |
519 |
- |
2024-03-31 |
2,000 |
$71,000 |
0 |
|
Farther Finance Advisors LLC |
1205 |
- |
2024-03-31 |
1,313 |
$47,000 |
-3,182 |
|
Tyler-Stone Wealth Management |
380 |
- |
2024-03-31 |
1,155 |
$42,000 |
3 |
|
Ahrens Investment Partners LLC |
358 |
*New |
2023-03-31 |
1,200 |
$40,000 |
1,200 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
432 |
- |
2023-12-31 |
1,018 |
$36,000 |
0 |
|
Lowe fs LLC |
141 |
- |
2024-03-31 |
809 |
$29,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1434 |
- |
2024-03-31 |
781 |
$28,000 |
0 |
|
Goss Wealth Management LLC |
2519 |
- |
2024-03-31 |
713 |
$26,000 |
-232 |
|
FMR LLC |
3741 |
- |
2024-03-31 |
681 |
$25,000 |
73 |
|
Covestor Ltd |
1148 |
- |
2024-03-31 |
653 |
$24,000 |
-69 |
|
Global Retirement Partners LLC |
1777 |
- |
2024-03-31 |
569 |
$21,000 |
0 |
|
Sugarloaf Wealth Management LLC |
417 |
- |
2024-03-31 |
500 |
$18,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1915 |
- |
2023-12-31 |
507 |
$18,000 |
89 |
|
CWM LLC |
2969 |
- |
2024-03-31 |
458 |
$17,000 |
0 |
|
KESSLER INVESTMENT GROUP, LLC |
118 |
- |
2024-03-31 |
379 |
$14,000 |
0 |
|
Lindbrook Capital LLC |
1449 |
- |
2024-03-31 |
327 |
$12,000 |
-300 |
|
COMERICA BANK |
3123 |
- |
2024-03-31 |
320 |
$12,000 |
0 |
|
Pathway Financial Advisers LLC |
344 |
- |
2024-03-31 |
286 |
$10,000 |
0 |
|
NATIONAL BANK OF CANADA /FI/ |
1980 |
- |
2024-03-31 |
290 |
$10,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3232 |
- |
2024-03-31 |
258 |
$9,000 |
143 |
|
AllSquare Wealth Management LLC |
415 |
*New |
2024-03-31 |
175 |
$6,000 |
175 |
|
First Capital Advisors Group LLC. |
655 |
- |
2023-06-30 |
151 |
$5,000 |
-95 |
|
Aspire Private Capital LLC |
499 |
- |
2024-03-31 |
141 |
$5,000 |
-168 |
|
Coastal Investment Advisors Inc. |
752 |
- |
2024-03-31 |
102 |
$4,000 |
102 |
|
Creekmur Asset Management LLC |
589 |
- |
2024-03-31 |
105 |
$4,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
4966 |
- |
2024-03-31 |
83 |
$3,000 |
83 |
|
Coastal Capital Group Inc. |
496 |
- |
2023-06-30 |
50 |
$2,000 |
0 |
|
Steward Financial Group LLC |
979 |
- |
2023-09-30 |
71 |
$2,000 |
71 |
|
CITIGROUP INC |
4402 |
*New |
2024-03-31 |
59 |
$2,000 |
59 |
|
J P MORGAN CHASE & CO |
5252 |
- |
2024-03-31 |
60 |
$2,000 |
0 |
|
Ronald Blue Trust Inc. |
1924 |
*New |
2024-03-31 |
41 |
$1,000 |
41 |
|
Able Wealth Management LLC |
528 |
- |
2023-12-31 |
30 |
$1,000 |
0 |
|
Hobbs Group Advisors LLC |
511 |
- |
2023-12-31 |
26 |
$1,000 |
0 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1739 |
- |
2024-03-31 |
1 |
$0 |
-11,239 |
|
Tradition Wealth Management LLC |
704 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,900 |
|
PROEQUITIES INC. |
2688 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
UMB BANK N A/MO |
2015 |
*Closed |
2024-03-31 |
0 |
$0 |
-353 |
|
ADVISORY SERVICES NETWORK, LLC |
2338 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,683 |
|
HOWE & RUSLING INC |
386 |
*Closed |
2024-03-31 |
0 |
$0 |
-309 |
|
|
100 Records found
|
1
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