|
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 :
|
|
|
13.67 (21.95%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
1748 |
- |
2023-12-31 |
282,806 |
$21,465,000 |
-24,466 |
|
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 |
|
Advisor Group Holdings Inc. |
892 |
- |
2024-03-31 |
76,799 |
$6,400,000 |
-22,642 |
|
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 |
|
CWM LLC |
461 |
- |
2024-03-31 |
46,757 |
$3,895,000 |
-5,152 |
|
Financial Guidance Group Inc. |
15 |
- |
2024-03-31 |
46,733 |
$3,893,000 |
-555 |
|
Crescent Grove Advisors LLC |
49 |
- |
2024-03-31 |
44,622 |
$3,717,000 |
-2,050 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
921 |
- |
2024-03-31 |
43,818 |
$3,650,000 |
-2,765 |
|
Mutual Advisors LLC |
195 |
- |
2024-03-31 |
36,694 |
$3,057,000 |
-13,455 |
|
FINANCIAL NETWORK |
806 |
- |
2023-12-31 |
38,318 |
$2,908,000 |
-6,009 |
|
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 |
|
MARINER WEALTH ADVISORS, LLC |
952 |
- |
2023-12-31 |
33,088 |
$2,511,000 |
-737 |
|
Private Advisor Group LLC |
740 |
- |
2024-03-31 |
27,976 |
$2,330,000 |
-1,124 |
|
Kovack Advisors Inc. |
88 |
- |
2024-03-31 |
23,638 |
$1,969,000 |
-19,863 |
|
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 |
|
Betterment LLC |
170 |
- |
2024-03-31 |
18,605 |
$1,550,000 |
-773 |
|
Strong Tower Advisory Services |
35 |
- |
2024-03-31 |
18,392 |
$1,510,000 |
-220 |
|
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 |
|
HIGHTOWER ADVISORS, LLC |
1610 |
- |
2024-03-31 |
16,294 |
$1,342,000 |
-2,087 |
|
BNP PARIBAS ARBITRAGE SA |
1765 |
- |
2024-03-31 |
12,454 |
$1,037,000 |
-3,584 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
546 |
- |
2024-03-31 |
12,435 |
$1,036,000 |
-17,269 |
|
Stratos Wealth Partners LTD. |
642 |
- |
2024-03-31 |
11,851 |
$987,000 |
-1,062 |
|
BURNS WEALTH MANAGEMENT, INC. |
282 |
- |
2024-03-31 |
11,224 |
$935,000 |
-252 |
|
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 |
|
PACIFIC SUN FINANCIAL CORP |
73 |
- |
2024-03-31 |
8,542 |
$712,000 |
-300 |
|
HRT FINANCIAL LLC |
1092 |
- |
2023-12-31 |
9,082 |
$689,000 |
-44,803 |
|
Cetera Investment Advisers |
1365 |
- |
2023-12-31 |
8,337 |
$633,000 |
-5,207 |
|
Western Wealth Management LLC |
386 |
- |
2024-03-31 |
5,514 |
$459,000 |
-40 |
|
Intrua Financial LLC |
201 |
- |
2023-03-31 |
8,849 |
$429,000 |
-2,591 |
|
Laurel Wealth Advisors Inc. |
426 |
- |
2022-12-31 |
9,992 |
$385,000 |
-4,800 |
|
Insight Advisors LLC/ PA |
196 |
- |
2024-03-31 |
4,547 |
$379,000 |
-518 |
|
Strategic Blueprint LLC |
440 |
- |
2024-03-31 |
4,322 |
$360,000 |
-2,417 |
|
Integrated Wealth Concepts LLC |
1192 |
- |
2023-12-31 |
4,429 |
$336,000 |
-274 |
|
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 |
|
Financial Perspectives Inc |
103 |
- |
2024-03-31 |
3,783 |
$315,000 |
-43 |
|
Safeguard Investment Advisory Group LLC |
|
- |
2023-12-31 |
3,756 |
$285,000 |
-2,408 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1949 |
- |
2024-03-31 |
3,359 |
$280,000 |
-330 |
|
BANK OF MONTREAL /CAN/ |
2431 |
- |
2023-12-31 |
3,467 |
$271,000 |
-22,335 |
|
Envestnet Portfolio Solutions Inc. |
1413 |
- |
2024-03-31 |
3,256 |
$271,000 |
-3,090 |
|
Csenge Advisory Group |
580 |
- |
2024-03-31 |
3,231 |
$269,000 |
-1,036 |
|
Echo Wealth Management LLC |
40 |
- |
2024-03-31 |
2,974 |
$248,000 |
-92 |
|
PFG Advisors |
572 |
- |
2024-03-31 |
2,938 |
$245,000 |
-393 |
|
Quadcap Wealth Management LLC |
292 |
- |
2024-03-31 |
2,829 |
$236,000 |
-753 |
|
CAPTRUST FINANCIAL ADVISORS |
2285 |
- |
2023-12-31 |
3,013 |
$229,000 |
-1,177 |
|
Sequoia Financial Advisors LLC |
1023 |
- |
2024-03-31 |
2,574 |
$214,000 |
-125 |
|
UBS Group AG |
4534 |
- |
2023-12-31 |
2,744 |
$208,000 |
-18,014 |
|
PRINCIPAL SECURITIES INC. |
1328 |
- |
2024-03-31 |
1,036 |
$86,000 |
-25 |
|
Global Retirement Partners LLC |
1195 |
- |
2024-03-31 |
904 |
$75,000 |
-170 |
|
CITIGROUP INC |
3545 |
- |
2024-03-31 |
835 |
$70,000 |
-5 |
|
Westside Investment Management Inc. |
356 |
- |
2024-03-31 |
570 |
$47,000 |
-25 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
326 |
- |
2024-03-31 |
426 |
$35,000 |
-200 |
|
NBC SECURITIES INC. |
1264 |
- |
2024-03-31 |
406 |
$33,000 |
-250 |
|
WETZEL INVESTMENT ADVISORS INC. |
299 |
- |
2024-03-31 |
410 |
$31,000 |
-90 |
|
NATIONAL BANK OF CANADA /FI/ |
1768 |
- |
2023-12-31 |
361 |
$26,000 |
-986 |
|
WELLS FARGO & CO/MN |
4953 |
- |
2024-03-31 |
260 |
$22,000 |
-791 |
|
Qube Research & Technologies Ltd |
3051 |
- |
2023-12-31 |
280 |
$21,000 |
-875 |
|
COMERICA BANK |
2932 |
- |
2023-12-31 |
273 |
$21,000 |
-315 |
|
PROEQUITIES INC. |
1503 |
- |
2024-03-31 |
242 |
$20,000 |
-224 |
|
PRIVATE TRUST CO NA |
1483 |
- |
2024-03-31 |
200 |
$17,000 |
-1,270 |
|
Cutler Group LP |
545 |
- |
2024-03-31 |
200 |
$16,000 |
-836 |
|
Strategic Investment Solutions Inc. /IL |
396 |
- |
2023-12-31 |
184 |
$14,000 |
-11,408 |
|
Geneos Wealth Management Inc. |
1469 |
- |
2024-03-31 |
173 |
$14,000 |
-69 |
|
BARCLAYS PLC |
3916 |
- |
2023-12-31 |
67 |
$5,000 |
-2,770 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1348 |
- |
2024-03-31 |
50 |
$4,000 |
-40 |
|
Venturi Wealth Management LLC |
1258 |
- |
2024-03-31 |
25 |
$2,000 |
-19 |
|
TSFG LLC |
736 |
- |
2024-03-31 |
15 |
$1,000 |
-427 |
|
|
75 Records found
|
1
|
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