|
Institutional
Holders
Total
Institutions:
|
206 7 |
|
Total
shares held :
|
4,550,959 |
|
% of shares
held :
|
16.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-24 |
|
Amount
of shares held :
|
434,216 |
|
% of shares
held change :
|
1.56% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$54.02 |
|
Last
Quarter's Ending
Price :
|
$75.90 |
|
Last
Quarter's Average
Price :
|
$62.29 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
13.93 (22.36%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
1792 |
- |
2023-12-31 |
620,752 |
$47,115,000 |
74,654 |
|
LPL FINANCIAL CORP |
753 |
- |
2023-12-31 |
345,456 |
$26,220,000 |
85,310 |
|
BANK OF AMERICA CORP /DE/ |
1748 |
- |
2023-12-31 |
282,806 |
$21,465,000 |
-24,466 |
|
PRUDENTIAL CORP PLC |
55 |
- |
2023-12-31 |
280,250 |
$21,271,000 |
159,300 |
|
TWO SIGMA INVESTMENTS LLC |
383 |
- |
2023-12-31 |
246,600 |
$18,717,000 |
153,800 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
341 |
- |
2023-12-31 |
175,083 |
$13,289,000 |
3,737 |
|
Priebe Wealth Holdings LLC |
2 |
- |
2024-03-31 |
154,267 |
$12,850,000 |
1,089 |
|
Price Capital Management Inc. |
|
*New |
2023-12-31 |
143,300 |
$10,876,000 |
143,300 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
705 |
- |
2023-12-31 |
139,420 |
$10,582,000 |
-1,912 |
|
ROYAL BANK OF CANADA |
1467 |
- |
2023-12-31 |
128,746 |
$9,772,000 |
57,287 |
|
TWO SIGMA ADVISERS, LLC |
621 |
- |
2023-12-31 |
105,500 |
$8,007,000 |
18,000 |
|
Advisor Group Holdings Inc. |
952 |
- |
2023-12-31 |
99,441 |
$7,550,000 |
-23,433 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
969 |
- |
2024-03-31 |
81,699 |
$6,806,000 |
-9,754 |
|
CITADEL ADVISORS LLC |
1391 |
- |
2023-12-31 |
89,165 |
$6,768,000 |
-34,138 |
|
RAYMOND JAMES & ASSOCIATES |
1403 |
- |
2024-03-31 |
78,066 |
$6,503,000 |
-3,227 |
|
Brookstone Capital Management |
203 |
- |
2024-03-31 |
71,453 |
$5,952,000 |
2,425 |
|
STATE OF WISCONSIN INVESTMENT BOARD |
904 |
- |
2023-12-31 |
77,180 |
$5,858,000 |
-25,800 |
|
Relyea Zuckerberg Hanson LLC |
19 |
- |
2024-03-31 |
69,419 |
$5,783,000 |
-3,136 |
|
GRADIENT INVESTMENTS LLC |
139 |
- |
2024-03-31 |
57,368 |
$4,779,000 |
45,500 |
|
CWM LLC |
461 |
- |
2024-03-31 |
46,757 |
$3,895,000 |
-5,152 |
|
Mutual Advisors LLC |
158 |
- |
2023-12-31 |
50,149 |
$3,806,000 |
-374 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
921 |
- |
2024-03-31 |
43,818 |
$3,650,000 |
-2,765 |
|
Financial Guidance Group Inc. |
|
- |
2023-12-31 |
47,288 |
$3,589,000 |
16,601 |
|
ENVESTNET ASSET MANAGEMENT INC |
2109 |
- |
2023-12-31 |
46,907 |
$3,560,000 |
7,962 |
|
Crescent Grove Advisors LLC |
48 |
- |
2023-12-31 |
46,672 |
$3,542,000 |
0 |
|
FINANCIAL NETWORK |
806 |
- |
2023-12-31 |
38,318 |
$2,908,000 |
-6,009 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1544 |
- |
2023-12-31 |
37,621 |
$2,855,000 |
13,377 |
|
MML INVESTORS SERVICES LLC |
848 |
- |
2023-12-31 |
37,130 |
$2,818,000 |
296 |
|
Purus Wealth Management LLC |
19 |
- |
2024-03-31 |
33,751 |
$2,811,000 |
-482 |
|
JANE STREET GROUP LLC |
2078 |
- |
2023-12-31 |
36,107 |
$2,741,000 |
-19,594 |
|
VERUS CAPITAL PARTNERS LLC |
51 |
- |
2023-12-31 |
33,154 |
$2,516,000 |
-6,532 |
|
MARINER WEALTH ADVISORS, LLC |
952 |
- |
2023-12-31 |
33,088 |
$2,511,000 |
-737 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
323 |
- |
2023-12-31 |
29,704 |
$2,255,000 |
-1,001 |
|
Private Advisor Group LLC |
727 |
- |
2023-12-31 |
29,100 |
$2,209,000 |
-418 |
|
Kestra Advisory Services LLC |
785 |
- |
2023-12-31 |
26,232 |
$1,991,000 |
4,888 |
|
Kovack Advisors Inc. |
88 |
- |
2024-03-31 |
23,638 |
$1,969,000 |
-19,863 |
|
MILLENNIUM MANAGEMENT LLC |
2413 |
- |
2023-12-31 |
23,464 |
$1,781,000 |
7,357 |
|
AVIANCE CAPITAL PARTNERS, LLC |
99 |
- |
2024-03-31 |
20,000 |
$1,666,000 |
0 |
|
Wealthfront Advisers LLC |
525 |
- |
2024-03-31 |
19,978 |
$1,664,000 |
2,590 |
|
PATHSTONE FAMILY OFFICE, LLC |
524 |
*New |
2023-09-30 |
29,502 |
$1,598,000 |
29,502 |
|
Smith Anglin Financial LLC |
54 |
- |
2024-03-31 |
19,173 |
$1,597,000 |
-446 |
|
Sterling Investment Counsel LLC |
29 |
- |
2024-03-31 |
18,881 |
$1,573,000 |
-2,093 |
|
Strong Tower Advisory Services |
35 |
- |
2024-03-31 |
18,392 |
$1,510,000 |
-220 |
|
Steward Partners Investment Advisory LLC |
588 |
- |
2023-12-31 |
19,782 |
$1,501,000 |
51 |
|
Atria Wealth Solutions Inc. |
696 |
- |
2023-12-31 |
19,694 |
$1,495,000 |
-49 |
|
Ameritas Advisory Services LLC |
218 |
- |
2023-12-31 |
19,521 |
$1,482,000 |
-4,356 |
|
Betterment LLC |
147 |
- |
2023-12-31 |
19,378 |
$1,471,000 |
700 |
|
HIGHTOWER ADVISORS, LLC |
1622 |
- |
2023-12-31 |
18,381 |
$1,394,000 |
-1,790 |
|
Prosperity Wealth Management Inc. |
22 |
- |
2023-12-31 |
16,774 |
$1,273,000 |
1,100 |
|
BB&T CORP |
1467 |
- |
2023-12-31 |
16,469 |
$1,250,000 |
1,192 |
|
H D Vest Advisory Services |
642 |
- |
2023-12-31 |
16,284 |
$1,236,000 |
1,378 |
|
BNP PARIBAS ARBITRAGE SA |
1585 |
- |
2023-12-31 |
16,038 |
$1,217,000 |
-317 |
|
Equitable Holdings Inc. |
570 |
- |
2023-12-31 |
13,345 |
$1,013,000 |
5,375 |
|
Stratos Wealth Partners LTD. |
642 |
- |
2024-03-31 |
11,851 |
$987,000 |
-1,062 |
|
Pathstone Holdings LLC |
1116 |
- |
2023-12-31 |
12,200 |
$926,000 |
0 |
|
Phoenix Wealth Advisors |
46 |
- |
2024-03-31 |
10,991 |
$916,000 |
3,912 |
|
STEPHENS INC /AR/ |
558 |
- |
2023-12-31 |
11,983 |
$910,000 |
721 |
|
BURNS WEALTH MANAGEMENT, INC. |
270 |
- |
2023-12-31 |
11,476 |
$871,000 |
-685 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
352 |
- |
2023-12-31 |
11,159 |
$847,000 |
0 |
|
Walleye Trading Advisors LLC |
899 |
*New |
2023-12-31 |
10,476 |
$795,000 |
10,476 |
|
Concurrent Investment Advisors LLC |
375 |
- |
2023-12-31 |
10,356 |
$786,000 |
0 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
317 |
- |
2024-03-31 |
9,002 |
$750,000 |
-3,802 |
|
White Knight Strategic Wealth Advisors LLC |
28 |
- |
2023-12-31 |
9,879 |
$750,000 |
-2,364 |
|
AE Wealth Management LLC |
1264 |
- |
2023-12-31 |
10,428 |
$730,000 |
-1,052 |
|
Stevard LLC |
23 |
- |
2023-12-31 |
9,321 |
$707,000 |
1,554 |
|
HRT FINANCIAL LLC |
1092 |
- |
2023-12-31 |
9,082 |
$689,000 |
-44,803 |
|
PACIFIC SUN FINANCIAL CORP |
70 |
- |
2023-12-31 |
8,842 |
$671,000 |
-1,238 |
|
Cetera Investment Advisers |
1365 |
- |
2023-12-31 |
8,337 |
$633,000 |
-5,207 |
|
Goss Wealth Management LLC |
1168 |
- |
2023-12-31 |
8,275 |
$608,000 |
3,944 |
|
MULTIFINANCIAL SECURITIES CORP |
1079 |
- |
2023-12-31 |
7,143 |
$542,000 |
1,313 |
|
TWO SIGMA SECURITIES LLC |
425 |
- |
2023-12-31 |
6,426 |
$488,000 |
2,624 |
|
Envestnet Portfolio Solutions Inc. |
1069 |
- |
2023-12-31 |
6,346 |
$482,000 |
-230 |
|
PERSONAL CFO SOLUTIONS LLC |
265 |
- |
2023-12-31 |
5,733 |
$435,000 |
62 |
|
Intrua Financial LLC |
201 |
- |
2023-03-31 |
8,849 |
$429,000 |
-2,591 |
|
Western Wealth Management LLC |
457 |
- |
2023-12-31 |
5,554 |
$422,000 |
1,527 |
|
HANSON MCCLAIN, INC. |
586 |
- |
2024-03-31 |
5,015 |
$418,000 |
2,968 |
|
Laurel Wealth Advisors Inc. |
426 |
- |
2022-12-31 |
9,992 |
$385,000 |
-4,800 |
|
Insight Advisors LLC/ PA |
|
*New |
2023-12-31 |
5,065 |
$384,000 |
5,065 |
|
EMC Capital Management |
51 |
- |
2023-12-31 |
5,035 |
$382,000 |
0 |
|
Strategic Blueprint LLC |
440 |
- |
2024-03-31 |
4,322 |
$360,000 |
-2,417 |
|
Summit Financial LLC |
304 |
- |
2024-03-31 |
4,248 |
$354,000 |
396 |
|
DHK Financial Advisors Inc. |
60 |
- |
2023-12-31 |
4,602 |
$349,000 |
0 |
|
CENTAURUS FINANCIAL INC. |
438 |
- |
2023-12-31 |
4,554 |
$346,000 |
311 |
|
NWAM LLC |
408 |
- |
2023-12-31 |
4,441 |
$337,000 |
533 |
|
Integrated Wealth Concepts LLC |
1192 |
- |
2023-12-31 |
4,429 |
$336,000 |
-274 |
|
NATIONAL ASSET MANAGEMENT, INC. |
999 |
- |
2023-12-31 |
4,419 |
$335,000 |
605 |
|
TOWER RESEARCH CAPITAL LLC |
1705 |
- |
2023-12-31 |
4,321 |
$328,000 |
1,267 |
|
Csenge Advisory Group |
507 |
- |
2023-12-31 |
4,267 |
$324,000 |
-788 |
|
SeaCrest Wealth Management LLC |
419 |
- |
2024-03-31 |
3,827 |
$319,000 |
-63 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
511 |
- |
2024-03-31 |
3,880 |
$319,000 |
-1,485 |
|
Focus Financial Network Inc. |
477 |
- |
2024-03-31 |
4,267 |
$317,000 |
0 |
|
Financial Perspectives Inc |
103 |
- |
2024-03-31 |
3,783 |
$315,000 |
-43 |
|
SCOTIA CAPITAL INC. |
651 |
- |
2023-12-31 |
4,134 |
$314,000 |
420 |
|
Atlantic Trust LLC |
130 |
- |
2023-12-31 |
3,998 |
$303,000 |
1,013 |
|
GOLDMAN SACHS GROUP INC/ |
4063 |
- |
2023-12-31 |
3,897 |
$296,000 |
0 |
|
Safeguard Investment Advisory Group LLC |
|
- |
2023-12-31 |
3,756 |
$285,000 |
-2,408 |
|
CoreCap Advisors LLC |
471 |
*New |
2023-12-31 |
3,737 |
$284,000 |
3,737 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1949 |
- |
2024-03-31 |
3,359 |
$280,000 |
-330 |
|
Quadcap Wealth Management LLC |
277 |
- |
2023-12-31 |
3,582 |
$272,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
2431 |
- |
2023-12-31 |
3,467 |
$271,000 |
-22,335 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|