|
Institutional
Holders
Total
Institutions:
|
176 3 |
|
Total
shares held :
|
99,752,817 |
|
% of shares
held :
|
83.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
647,552 |
|
% of shares
held change :
|
0.54% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$24.27 |
|
Last
Quarter's Ending
Price :
|
$25.36 |
|
Last
Quarter's Average
Price :
|
$25.11 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.16 (12.58%) |
|
|
|
|
|
|
|
|
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 |
109 |
- |
2023-12-31 |
79,831,209 |
$2,024,519,000 |
1,881,640 |
|
Atlantic Trust Group LLC |
73 |
- |
2023-12-31 |
7,434,116 |
$188,529,000 |
175,050 |
|
Financial Gravity Wealth Inc. |
31 |
- |
2023-12-31 |
24,605 |
$94,974,000 |
0 |
|
MORGAN STANLEY |
2454 |
- |
2023-12-31 |
982,435 |
$24,915,000 |
8,287 |
|
LPL FINANCIAL CORP |
846 |
- |
2023-12-31 |
845,460 |
$21,441,000 |
15,629 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
173 |
- |
2023-12-31 |
773,417 |
$19,614,000 |
67,137 |
|
MARINER WEALTH ADVISORS, LLC |
359 |
- |
2023-12-31 |
585,909 |
$14,859,000 |
-3,952 |
|
NICOLET ADVISORY SERVICES LLC |
15 |
- |
2023-12-31 |
506,378 |
$12,973,000 |
-40,778 |
|
Equitable Holdings Inc. |
111 |
- |
2023-12-31 |
510,601 |
$12,949,000 |
66,939 |
|
GOLDMAN SACHS GROUP INC/ |
1895 |
- |
2023-12-31 |
489,559 |
$12,415,000 |
-1,545 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
55 |
- |
2023-12-31 |
449,513 |
$11,400,000 |
-28,230 |
|
PARKSIDE FINANCIAL BANK & TRUST |
7 |
- |
2023-12-31 |
432,068 |
$10,957,000 |
8,671 |
|
FORTEM FINANCIAL GROUP LLC |
|
- |
2023-12-31 |
369,151 |
$9,362,000 |
-6,734 |
|
BRIGHTON JONES LLC |
38 |
- |
2023-12-31 |
360,575 |
$9,144,000 |
-1,289,709 |
|
NICOLET BANKSHARES INC |
7 |
- |
2023-12-31 |
325,385 |
$8,252,000 |
-8,535 |
|
Baird Financial Group Inc. |
520 |
- |
2023-12-31 |
315,021 |
$7,989,000 |
4,456 |
|
NOESIS CAPITAL MANGEMENT CORP |
29 |
- |
2023-12-31 |
258,818 |
$6,564,000 |
-7,745 |
|
MCCORMACK ADVISORS INTERNATIONAL |
184 |
- |
2023-12-31 |
210,467 |
$5,337,000 |
-6,032 |
|
COMMERCE BANK N A/MO |
299 |
- |
2023-12-31 |
209,888 |
$5,323,000 |
-5,651 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1102 |
- |
2023-12-31 |
198,970 |
$5,046,000 |
100,224 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
524 |
- |
2023-09-30 |
182,576 |
$4,510,000 |
-25,083 |
|
FF AdvisorsLLC |
7 |
- |
2024-03-31 |
148,382 |
$4,227,000 |
11,924 |
|
CREATIVE PLANNING |
651 |
- |
2023-12-31 |
149,447 |
$3,790,000 |
-81,320 |
|
VIRTU FINANCIAL LLC |
48 |
- |
2023-12-31 |
141,844 |
$3,597,000 |
141,844 |
|
Atria Wealth Solutions Inc. |
440 |
- |
2023-12-31 |
126,856 |
$3,217,000 |
11,389 |
|
LAKE STREET FINANCIAL LLC |
65 |
- |
2024-03-31 |
108,860 |
$3,101,000 |
-1,200 |
|
Pathstone Holdings LLC |
587 |
- |
2023-12-31 |
116,732 |
$2,960,000 |
0 |
|
EVERETT HARRIS & CO /CA/ |
86 |
- |
2024-03-31 |
103,405 |
$2,946,000 |
2,589 |
|
ROCKLAND TRUST CO |
85 |
- |
2024-03-31 |
98,308 |
$2,801,000 |
-49,949 |
|
AMERIPRISE FINANCIAL INC |
2653 |
- |
2023-12-31 |
106,518 |
$2,702,000 |
10,698 |
|
ENVESTNET ASSET MANAGEMENT INC |
2273 |
- |
2023-12-31 |
106,479 |
$2,700,000 |
10,547 |
|
AlphaQ Advisors LLC |
17 |
- |
2023-12-31 |
97,366 |
$2,469,000 |
8,800 |
|
Kestra Advisory Services LLC |
713 |
- |
2023-12-31 |
94,902 |
$2,407,000 |
-4,973 |
|
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC |
74 |
- |
2023-12-31 |
92,750 |
$2,352,000 |
0 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
389 |
- |
2023-12-31 |
92,000 |
$2,333,000 |
-1,524 |
|
OSBORNE PARTNERS CAPITAL MANAGEMENT |
114 |
- |
2024-03-31 |
81,515 |
$2,322,000 |
-345,770 |
|
RENAISSANCE TECHNOLOGIES LLC |
1877 |
- |
2023-12-31 |
88,600 |
$2,247,000 |
-39,700 |
|
TOWNSQUARE CAPITAL LLC |
397 |
- |
2023-12-31 |
86,480 |
$2,193,000 |
6,686 |
|
Peak Asset Management LLC |
51 |
- |
2023-12-31 |
83,464 |
$2,117,000 |
-52,874 |
|
HIGHTOWER ADVISORS, LLC |
1384 |
- |
2023-12-31 |
81,595 |
$2,070,000 |
-1,666 |
|
My Personal CFO LLC |
22 |
- |
2024-03-31 |
72,591 |
$2,068,000 |
-6,686 |
|
Castle Rock Wealth Management LLC |
35 |
- |
2023-12-31 |
78,401 |
$2,006,000 |
292 |
|
Kepos Capital LP |
43 |
- |
2023-12-31 |
75,885 |
$1,924,000 |
-16,832 |
|
CITADEL ADVISORS LLC |
2349 |
- |
2023-12-31 |
75,674 |
$1,919,000 |
75,101 |
|
ARROW INVESTMENT ADVISORS, LLC |
14 |
- |
2023-12-31 |
73,178 |
$1,856,000 |
0 |
|
Congress Wealth Management LLC / DE / |
322 |
- |
2024-03-31 |
65,101 |
$1,855,000 |
-14,951 |
|
HANCOCK HOLDING CO |
234 |
- |
2023-12-31 |
61,449 |
$1,558,000 |
-383 |
|
SALEM INVESTMENT COUNSELORS INC |
162 |
- |
2024-03-31 |
54,100 |
$1,541,000 |
19,385 |
|
Apollon Wealth Management LLC |
332 |
- |
2023-12-31 |
58,727 |
$1,489,000 |
-1,602 |
|
ADVISORY SERVICES NETWORK, LLC |
509 |
- |
2023-12-31 |
57,909 |
$1,469,000 |
3,485 |
|
WELLS FARGO & CO/MN |
2717 |
- |
2023-12-31 |
56,907 |
$1,443,000 |
8,404 |
|
PATHSTONE FAMILY OFFICE, LLC |
589 |
*New |
2023-09-30 |
55,712 |
$1,376,000 |
55,712 |
|
CI Private Wealth LLC |
1170 |
- |
2023-12-31 |
52,258 |
$1,325,000 |
3,551 |
|
Stone Point Wealth LLC |
|
- |
2023-12-31 |
52,170 |
$1,323,000 |
-3,745 |
|
REGAL INVESTMENT ADVISORS, LLC |
196 |
- |
2023-12-31 |
51,875 |
$1,316,000 |
-600 |
|
Advisor Group Holdings Inc. |
2235 |
- |
2023-12-31 |
51,476 |
$1,305,000 |
-16,583 |
|
Greytown Advisors Inc. |
24 |
- |
2023-12-31 |
48,314 |
$1,225,000 |
-4,419 |
|
TRUEPOINT, INC. |
75 |
- |
2023-12-31 |
43,129 |
$1,094,000 |
734 |
|
Keudell/Morrison Wealth Management |
59 |
- |
2023-12-31 |
39,722 |
$1,007,000 |
1,190 |
|
Rockefeller Capital Management L.P. |
1134 |
- |
2023-12-31 |
39,455 |
$1,001,000 |
0 |
|
Capital Advisory Group Advisory Services LLC |
59 |
- |
2024-03-31 |
33,770 |
$962,000 |
-59,802 |
|
BLAIR WILLIAM & CO/IL |
869 |
- |
2023-12-31 |
37,474 |
$950,000 |
-110 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2150 |
- |
2024-03-31 |
29,917 |
$852,000 |
1,034 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1045 |
- |
2023-12-31 |
33,573 |
$851,000 |
2,607 |
|
HRT FINANCIAL LLC |
994 |
- |
2023-12-31 |
33,197 |
$841,000 |
33,197 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
96 |
- |
2024-03-31 |
28,304 |
$806,000 |
-716 |
|
Turtle Creek Wealth Advisors LLC |
|
- |
2023-12-31 |
31,124 |
$789,000 |
0 |
|
Capital Investment Advisors LLC |
329 |
- |
2024-03-31 |
26,175 |
$746,000 |
-88 |
|
Arete Wealth Advisors LLC |
311 |
- |
2023-12-31 |
29,222 |
$741,000 |
2,710 |
|
Tranquility Partners LLC |
94 |
- |
2023-12-31 |
26,680 |
$677,000 |
-1,412 |
|
JANNEY MONTGOMERY SCOTT LLC |
1706 |
- |
2023-12-31 |
25,388 |
$644,000 |
-219 |
|
RFG Advisory Group LLC |
464 |
- |
2024-03-31 |
21,121 |
$602,000 |
62 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1464 |
- |
2024-03-31 |
21,025 |
$599,000 |
-5,145 |
|
Stratos Wealth Advisors LLC |
424 |
- |
2024-03-31 |
21,008 |
$599,000 |
1,763 |
|
RMB CAPITAL MANAGEMENT LLC |
368 |
- |
2023-12-31 |
23,375 |
$593,000 |
0 |
|
Cetera Investment Advisers |
1426 |
- |
2023-12-31 |
22,259 |
$564,000 |
-1,986 |
|
EVOKE WEALTH LLC |
411 |
- |
2023-12-31 |
21,679 |
$550,000 |
0 |
|
Fiduciary Group LLC |
168 |
- |
2023-12-31 |
21,400 |
$543,000 |
0 |
|
JANE STREET GROUP LLC |
3860 |
- |
2023-12-31 |
21,059 |
$534,000 |
21,059 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
267 |
- |
2023-12-31 |
20,200 |
$512,000 |
-6,000 |
|
RAYMOND JAMES & ASSOCIATES |
3026 |
- |
2024-03-31 |
17,491 |
$498,000 |
-373 |
|
BB&T CORP |
1946 |
- |
2023-12-31 |
19,155 |
$486,000 |
-4,277 |
|
Annandale Capital LLC |
86 |
- |
2023-12-31 |
18,800 |
$477,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2720 |
- |
2023-12-31 |
18,264 |
$463,000 |
-109 |
|
FINANCIAL NETWORK |
1944 |
- |
2023-12-31 |
18,084 |
$459,000 |
7,865 |
|
FIFTH THIRD BANCORP |
793 |
- |
2024-03-31 |
15,287 |
$436,000 |
-1,325 |
|
TAYLOR INVESTMENT COUNSELORS LLC |
73 |
*New |
2023-12-31 |
16,697 |
$423,000 |
16,697 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
461 |
- |
2023-12-31 |
15,925 |
$404,000 |
0 |
|
STEPHENS INC /AR/ |
831 |
- |
2023-12-31 |
15,826 |
$401,000 |
-13,708 |
|
We Are One Seven LLC |
614 |
- |
2023-12-31 |
15,241 |
$387,000 |
-1,066 |
|
ROYAL BANK OF CANADA |
3883 |
- |
2023-12-31 |
15,036 |
$382,000 |
78 |
|
Goss Wealth Management LLC |
1437 |
- |
2023-12-31 |
14,530 |
$368,000 |
-18,080 |
|
CAPTRUST FINANCIAL ADVISORS |
1970 |
- |
2023-12-31 |
14,272 |
$362,000 |
-271 |
|
DIVERSIFIED TRUST CO |
596 |
- |
2024-03-31 |
12,658 |
$361,000 |
100 |
|
Steward Partners Investment Advisory LLC |
1180 |
- |
2023-12-31 |
12,816 |
$325,000 |
796 |
|
Independent Advisor Alliance |
534 |
- |
2023-12-31 |
12,742 |
$323,000 |
2,146 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2641 |
- |
2024-03-31 |
11,135 |
$317,000 |
1,025 |
|
IFP Advisors Inc |
733 |
- |
2023-12-31 |
12,244 |
$311,000 |
-67 |
|
Coastwise Capital Group LLC |
82 |
- |
2023-12-31 |
12,258 |
$311,000 |
-1,649 |
|
Covenant Asset Management LLC |
115 |
- |
2024-03-31 |
10,789 |
$307,000 |
0 |
|
|
100 Records found
|
1
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