|
Institutional
Holders
Total
Institutions:
|
45 3 |
|
Total
shares held :
|
44,466,260 |
|
% of shares
held :
|
91.49% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
758,038 |
|
% of shares
held change :
|
1.56% |
|
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 |
PRINCIPAL FINANCIAL GROUP INC |
12 |
- |
2024-03-31 |
35,101,992 |
$1,804,292,000 |
-2,464,559 |
|
PRINCIPAL SECURITIES INC. |
1 |
- |
2024-03-31 |
3,781,033 |
$194,194,000 |
2,104,211 |
|
ENVESTNET ASSET MANAGEMENT INC |
265 |
- |
2024-03-31 |
3,682,623 |
$189,139,000 |
2,041,884 |
|
LPL FINANCIAL CORP |
836 |
- |
2024-03-31 |
492,865 |
$25,314,000 |
26,616 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
466 |
- |
2024-03-31 |
431,853 |
$22,180,000 |
88,479 |
|
Legacy CG LLC |
1 |
- |
2024-03-31 |
362,439 |
$18,615,000 |
32,978 |
|
OBrien Wealth Partners LLC |
7 |
*New |
2024-03-31 |
351,527 |
$18,054,000 |
351,527 |
|
MORGAN STANLEY |
2806 |
- |
2024-03-31 |
346,749 |
$17,809,000 |
84,806 |
|
Goss Wealth Management LLC |
171 |
- |
2024-03-31 |
273,876 |
$14,066,000 |
1,300 |
|
RAYMOND JAMES & ASSOCIATES |
1051 |
- |
2024-03-31 |
235,996 |
$12,121,000 |
13,272 |
|
WELLS FARGO & CO/MN |
1463 |
- |
2024-03-31 |
215,627 |
$11,075,000 |
-3,469 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
58 |
- |
2024-03-31 |
150,007 |
$7,704,000 |
666 |
|
Jackson Wealth Management LLC |
40 |
- |
2023-12-31 |
80,379 |
$3,759,000 |
-1,926 |
|
GTS SECURITIES LLC |
228 |
*New |
2024-03-31 |
65,502 |
$3,364,000 |
65,502 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1502 |
- |
2024-03-31 |
56,778 |
$2,916,000 |
-383 |
|
ROYAL BANK OF CANADA |
2485 |
- |
2024-03-31 |
40,588 |
$2,085,000 |
26,574 |
|
JANE STREET GROUP LLC |
2571 |
- |
2024-03-31 |
29,635 |
$1,522,000 |
16,845 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1501 |
- |
2024-03-31 |
26,906 |
$1,382,000 |
3,917 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1171 |
- |
2024-03-31 |
22,315 |
$1,146,000 |
0 |
|
JANNEY MONTGOMERY SCOTT LLC |
1447 |
*New |
2024-03-31 |
21,725 |
$1,116,000 |
21,725 |
|
J P MORGAN CHASE & CO |
3314 |
- |
2024-03-31 |
21,278 |
$1,093,000 |
4,596 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2515 |
- |
2024-03-31 |
20,150 |
$1,035,000 |
11,357 |
|
One Capital Management LLC |
180 |
- |
2024-03-31 |
19,789 |
$1,016,000 |
-970 |
|
Advisor Group Holdings Inc. |
2512 |
- |
2024-03-31 |
15,751 |
$809,000 |
8,099 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1082 |
- |
2023-09-30 |
17,612 |
$754,000 |
2,510 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1101 |
- |
2024-03-31 |
14,300 |
$734,000 |
-280 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
393 |
- |
2024-03-31 |
13,100 |
$673,000 |
0 |
|
Change Path LLC |
559 |
*New |
2024-03-31 |
10,166 |
$522,000 |
10,166 |
|
MML INVESTORS SERVICES LLC |
1784 |
- |
2024-03-31 |
9,663 |
$496,000 |
-189 |
|
Kraft Davis & Associates LLC |
78 |
- |
2024-03-31 |
9,241 |
$472,000 |
0 |
|
Laidlaw Wealth Management LLC |
111 |
- |
2024-03-31 |
8,924 |
$458,000 |
1,593 |
|
Smartleaf Asset Management LLC |
234 |
- |
2024-03-31 |
7,203 |
$338,000 |
5,804 |
|
Baird Financial Group Inc. |
1530 |
- |
2024-03-31 |
6,158 |
$316,000 |
-212 |
|
Atria Wealth Solutions Inc. |
1638 |
- |
2024-03-31 |
5,055 |
$260,000 |
20 |
|
COMERICA BANK |
2539 |
- |
2024-03-31 |
1,929 |
$99,000 |
0 |
|
PROEQUITIES INC. |
994 |
- |
2024-03-31 |
1,582 |
$81,000 |
0 |
|
UBS Group AG |
5162 |
- |
2024-03-31 |
1,400 |
$72,000 |
0 |
|
Capital Investment Advisory Services LLC |
652 |
*New |
2024-03-31 |
970 |
$50,000 |
970 |
|
BANK OF AMERICA CORP /DE/ |
5596 |
- |
2024-03-31 |
582 |
$30,000 |
-328 |
|
Iron Horse Wealth Management LLC |
176 |
- |
2024-03-31 |
191 |
$10,000 |
0 |
|
Pinnacle Bank |
667 |
*New |
2024-03-31 |
168 |
$9,000 |
168 |
|
Penserra Capital Management LLC |
999 |
*New |
2024-03-31 |
149 |
$7,000 |
149 |
|
GOLDMAN SACHS GROUP INC/ |
4769 |
*Closed |
2024-03-31 |
0 |
$0 |
-36,695 |
|
|
43 Records found
|
1
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