|
Institutional
Holders
Total
Institutions:
|
321 4 |
|
Total
shares held :
|
69,442,998 |
|
% of shares
held :
|
44.86% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
12 |
|
Amount
of shares held :
|
5,677,320 |
|
% of shares
held change :
|
3.67% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$26.77 |
|
Last
Quarter's Ending
Price :
|
$28.78 |
|
Last
Quarter's Average
Price :
|
$27.58 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.02 (3.7%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
State of Tennessee Treasury Department |
40 |
- |
2023-12-31 |
3,933,600 |
$113,209,000 |
1,504,000 |
|
Capital Investment Advisors LLC |
6 |
- |
2024-03-31 |
2,886,472 |
$83,765,000 |
173,008 |
|
LPL FINANCIAL CORP |
347 |
- |
2023-12-31 |
2,767,687 |
$79,654,000 |
4,847 |
|
ENVESTNET ASSET MANAGEMENT INC |
531 |
- |
2023-12-31 |
2,167,274 |
$62,374,000 |
211,090 |
|
Kensington Asset Management LLC |
8 |
- |
2024-03-31 |
1,928,500 |
$55,965,000 |
100,000 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
90 |
- |
2023-12-31 |
1,732,443 |
$49,964,000 |
860,132 |
|
ARGI INVESTMENT SERVICES, LLC |
17 |
- |
2022-12-31 |
1,836,398 |
$49,619,000 |
27,704 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
207 |
- |
2023-12-31 |
1,221,400 |
$35,152,000 |
307,509 |
|
BANK OF NEW YORK MELLON CORP |
1272 |
- |
2024-03-31 |
1,147,332 |
$33,296,000 |
11,351 |
|
WELLS FARGO & CO/MN |
894 |
- |
2023-12-31 |
1,005,584 |
$28,941,000 |
110,475 |
|
PFS INVESTMENTS INC. |
70 |
- |
2023-06-30 |
965,987 |
$26,825,000 |
65,128 |
|
ALLIANCEBERNSTEIN L.P. |
830 |
- |
2023-12-31 |
789,335 |
$22,717,000 |
55,475 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
34 |
- |
2023-12-31 |
661,041 |
$19,025,000 |
561,195 |
|
SCOTIA CAPITAL INC. |
118 |
- |
2023-12-31 |
564,760 |
$16,254,000 |
6,305 |
|
Aveo Capital Partners LLC |
7 |
- |
2023-12-31 |
558,123 |
$16,063,000 |
58,816 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
48 |
- |
2024-03-31 |
520,173 |
$15,095,000 |
60,174 |
|
GUGGENHEIM CAPITAL LLC |
195 |
- |
2023-12-31 |
494,490 |
$14,231,000 |
11,550 |
|
Wealthcare Advisory Partners LLC |
50 |
- |
2024-03-31 |
459,296 |
$13,329,000 |
33,030 |
|
Tactive Advisors LLC |
3 |
- |
2023-12-31 |
433,267 |
$12,469,000 |
398,797 |
|
GeoWealth Management LLC |
21 |
- |
2023-12-31 |
416,604 |
$11,988,000 |
130,645 |
|
RWM Asset Management LLC |
14 |
- |
2024-03-31 |
381,797 |
$11,080,000 |
18,022 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
429 |
- |
2024-03-31 |
375,066 |
$10,884,000 |
25,545 |
|
Laurel Wealth Advisors Inc. |
14 |
- |
2022-12-31 |
365,018 |
$9,863,000 |
4,357 |
|
Global Assets Advisory LLC |
50 |
- |
2024-03-31 |
280,830 |
$9,768,000 |
270,505 |
|
MML INVESTORS SERVICES LLC |
381 |
- |
2023-12-31 |
333,742 |
$9,605,000 |
22,807 |
|
ATRIA INVESTMENTS LLC |
169 |
- |
2023-12-31 |
327,355 |
$9,421,000 |
152,951 |
|
Symphony Financial Ltd. Co. |
12 |
- |
2024-03-31 |
290,497 |
$8,430,000 |
8,842 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
884 |
- |
2024-03-31 |
281,933 |
$8,182,000 |
63,397 |
|
Avitas Wealth Management LLC |
18 |
- |
2024-03-31 |
268,130 |
$7,781,000 |
6,888 |
|
BALYASNY ASSET MANAGEMENT LLC |
663 |
- |
2023-12-31 |
266,650 |
$7,674,000 |
266,650 |
|
CYPRESS FINANCIAL PLANNING LLC |
10 |
- |
2024-03-31 |
248,782 |
$7,220,000 |
195,455 |
|
Melone Private Wealth LLC |
|
- |
2024-03-31 |
231,817 |
$6,727,000 |
549 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
707 |
- |
2023-12-31 |
229,973 |
$6,619,000 |
212,431 |
|
MACKENZIE FINANCIAL CORP |
506 |
- |
2023-12-31 |
225,500 |
$6,490,000 |
149,400 |
|
CITIGROUP INC |
994 |
- |
2023-12-31 |
224,369 |
$6,457,000 |
2,645 |
|
Envestnet Portfolio Solutions Inc. |
283 |
- |
2023-12-31 |
214,767 |
$6,181,000 |
10,526 |
|
Occidental Asset Management LLC |
21 |
- |
2024-03-31 |
203,595 |
$5,908,000 |
26,734 |
|
FINANCIAL NETWORK |
508 |
- |
2023-12-31 |
204,145 |
$5,875,000 |
37,612 |
|
Schonfeld Strategic Advisors LLC |
444 |
- |
2023-12-31 |
200,058 |
$5,758,000 |
200,058 |
|
Atria Wealth Solutions Inc. |
295 |
- |
2023-12-31 |
184,306 |
$5,304,000 |
115,182 |
|
TOEWS CORP /ADV |
10 |
- |
2024-03-31 |
182,300 |
$5,290,000 |
6,400 |
|
MARINER WEALTH ADVISORS, LLC |
670 |
- |
2023-12-31 |
180,622 |
$5,198,000 |
180,622 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
17 |
- |
2024-03-31 |
178,027 |
$5,166,000 |
48,211 |
|
Wela Strategies LLC |
10 |
- |
2024-03-31 |
168,569 |
$4,892,000 |
6,180 |
|
Cetera Investment Advisers |
445 |
- |
2023-12-31 |
167,614 |
$4,824,000 |
32,076 |
|
Resources Investment Advisors Inc. |
194 |
- |
2023-12-31 |
162,377 |
$4,673,000 |
98,203 |
|
M HOLDINGS SECURITIES, INC. |
41 |
- |
2023-12-31 |
161,399 |
$4,645,000 |
8,292 |
|
HOWARD FINANCIAL SERVICES LTD. |
27 |
- |
2024-03-31 |
152,843 |
$4,436,000 |
39,956 |
|
MONEY CONCEPTS CAPITAL CORP |
67 |
- |
2024-03-31 |
145,736 |
$4,229,000 |
2,370 |
|
Blue Edge Capital LLC |
36 |
- |
2023-12-31 |
140,664 |
$4,048,000 |
294 |
|
ANCORA ADVISORS, LLC |
178 |
- |
2023-12-31 |
139,956 |
$4,028,000 |
112,830 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
25 |
- |
2023-12-31 |
138,493 |
$3,986,000 |
5,187 |
|
US FINANCIAL ADVISORS LLC |
21 |
- |
2023-12-31 |
136,118 |
$3,917,000 |
1,764 |
|
CLEAR INVESTMENT RESEARCH LLC |
5 |
- |
2024-03-31 |
129,675 |
$3,763,000 |
10,645 |
|
H D Vest Advisory Services |
335 |
- |
2023-12-31 |
129,818 |
$3,736,000 |
207 |
|
MULTIFINANCIAL SECURITIES CORP |
355 |
- |
2023-12-31 |
122,072 |
$3,513,000 |
34,214 |
|
Baird Financial Group Inc. |
760 |
- |
2023-12-31 |
121,750 |
$3,504,000 |
8,152 |
|
JANNEY MONTGOMERY SCOTT LLC |
895 |
- |
2024-03-31 |
119,305 |
$3,462,000 |
3,953 |
|
Towneley Capital Management Inc / DE |
18 |
- |
2024-03-31 |
117,420 |
$3,408,000 |
1,963 |
|
J P MORGAN CHASE & CO |
2756 |
- |
2023-12-31 |
99,261 |
$2,857,000 |
26,969 |
|
SILVIA MCCOLL WEALTH MANAGEMENT LLC |
8 |
- |
2024-03-31 |
95,941 |
$2,747,000 |
735 |
|
RENAISSANCE TECHNOLOGIES LLC |
1753 |
- |
2023-12-31 |
94,300 |
$2,714,000 |
94,300 |
|
Vista Private Wealth Partners. LLC |
14 |
- |
2023-12-31 |
93,742 |
$2,674,000 |
61,036 |
|
Elevated Capital Advisors LLC |
40 |
- |
2024-03-31 |
90,495 |
$2,626,000 |
39,964 |
|
Prosperity Consulting Group LLC |
|
- |
2024-03-31 |
89,986 |
$2,611,000 |
75,310 |
|
IAMS WEALTH MANAGEMENT LLC |
13 |
- |
2024-03-31 |
89,670 |
$2,572,000 |
9,689 |
|
Accel Wealth Management |
23 |
- |
2024-03-31 |
86,306 |
$2,505,000 |
1,266 |
|
New Potomac Partneres LLC |
|
- |
2024-03-31 |
84,895 |
$2,464,000 |
775 |
|
Betterment LLC |
122 |
- |
2023-12-31 |
84,171 |
$2,422,000 |
3,346 |
|
Sebold Capital Management Inc. |
16 |
- |
2024-03-31 |
82,592 |
$2,397,000 |
20,533 |
|
W. E. Donoghue & Co. LLC |
23 |
- |
2023-12-31 |
82,489 |
$2,374,000 |
65,732 |
|
Coco Enterprises LLC |
14 |
- |
2023-12-31 |
82,288 |
$2,368,000 |
1,127 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
80,398 |
$2,314,000 |
847 |
|
Cooper Financial Group |
48 |
- |
2024-03-31 |
78,873 |
$2,289,000 |
8,540 |
|
Farther Finance Advisors LLC |
121 |
- |
2023-12-31 |
76,790 |
$2,210,000 |
382 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1223 |
- |
2024-03-31 |
65,848 |
$1,911,000 |
28,124 |
|
ALLIANZ ASSET MANAGEMENT AG |
1063 |
- |
2023-12-31 |
65,239 |
$1,878,000 |
23,200 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
61,947 |
$1,798,000 |
14,781 |
|
FINANCIAL ADVISORY CORP /UT/ /ADV |
32 |
- |
2024-03-31 |
61,739 |
$1,792,000 |
2,040 |
|
RETIREMENT GUYS FORMULA LLC |
37 |
- |
2024-03-31 |
55,938 |
$1,623,000 |
151 |
|
Fifth Third Securities Inc. |
125 |
- |
2024-03-31 |
55,205 |
$1,602,000 |
9,096 |
|
Kestra Advisory Services LLC |
903 |
- |
2023-12-31 |
55,312 |
$1,592,000 |
1,263 |
|
Prosperitas Financial LLC |
30 |
- |
2023-12-31 |
52,763 |
$1,519,000 |
98 |
|
Sigma Planning Corp |
|
- |
2024-03-31 |
50,615 |
$1,469,000 |
35,202 |
|
AXS Investments LLC |
91 |
- |
2023-12-31 |
50,000 |
$1,439,000 |
50,000 |
|
Tranquilli Financial Advisor LLC |
22 |
- |
2023-12-31 |
49,425 |
$1,422,000 |
8,530 |
|
BB&T CORP |
1410 |
- |
2023-12-31 |
49,356 |
$1,420,000 |
10,652 |
|
SHEETS SMITH & ASSOCIATES INC |
107 |
- |
2023-09-30 |
50,154 |
$1,357,000 |
1,623 |
|
SILVER OAK SECURITIES Inc |
136 |
- |
2023-12-31 |
45,755 |
$1,317,000 |
18,578 |
|
1620 INVESTMENT ADVISORS INC. |
16 |
- |
2023-12-31 |
45,451 |
$1,308,000 |
2,673 |
|
ShoreHaven Wealth Partners LLC |
|
- |
2024-03-31 |
44,161 |
$1,282,000 |
516 |
|
BAKER ELLIS ASSET MANAGEMENT LLC |
101 |
- |
2024-03-31 |
42,187 |
$1,224,000 |
5,650 |
|
Sutton Wealth Advisors Inc. |
30 |
- |
2023-09-30 |
45,036 |
$1,219,000 |
15,227 |
|
Qube Research & Technologies Ltd |
1546 |
- |
2023-12-31 |
41,990 |
$1,208,000 |
15,997 |
|
Mutual Advisors LLC |
|
- |
2024-03-31 |
37,112 |
$1,077,000 |
7,435 |
|
Ausdal Financial Partners Inc. |
167 |
- |
2024-03-31 |
36,506 |
$1,059,000 |
6,889 |
|
Hobart Private Capital LLC |
40 |
- |
2024-03-31 |
36,508 |
$1,059,000 |
11,468 |
|
Continuum Advisory LLC |
174 |
- |
2023-12-31 |
34,929 |
$1,005,000 |
662 |
|
Cornerstone Wealth Management LLC |
202 |
- |
2024-03-31 |
34,542 |
$1,002,000 |
3,439 |
|
TFG Advisers LLC |
73 |
- |
2023-12-31 |
32,656 |
$940,000 |
309 |
|
|
100 Records found
|
1
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