| |
Institutional
Holders
Total
Institutions:
 |
113  2 |
|
|
Total
shares held :
|
29,692,015 |
|
|
% of shares
held :
|
43.7% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-8 |
|
|
Amount
of shares held :
|
-1,250,366 |
|
|
% of shares
held change :
|
-1.84% |
|
| 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 |
  BANK OF AMERICA CORP /DE/ |
836 |
- |
2023-12-31 |
5,089,127 |
$103,767,000 |
-423,184 |
|
| RICHARD BERNSTEIN ADVISORS LLC |
14 |
- |
2024-03-31 |
3,461,371 |
$76,012,000 |
-194,921 |
|
| ROYAL BANK OF CANADA |
1223 |
- |
2023-12-31 |
766,287 |
$15,625,000 |
-6,346 |
|
| LPL FINANCIAL CORP |
1154 |
- |
2024-03-31 |
595,737 |
$13,082,000 |
-41,874 |
|
| Cambria Investment Management L.P. |
31 |
- |
2023-12-31 |
608,475 |
$12,407,000 |
-147,982 |
|
| BANK OF NEW YORK MELLON CORP |
1876 |
- |
2024-03-31 |
538,027 |
$11,815,000 |
-50,393 |
|
| Rockefeller Capital Management L.P. |
422 |
- |
2023-12-31 |
543,441 |
$11,081,000 |
-15,150 |
|
| STIFEL FINANCIAL CORP |
883 |
- |
2023-12-31 |
374,896 |
$7,644,000 |
-1,756 |
|
| Cetera Investment Advisers |
473 |
- |
2023-12-31 |
221,280 |
$4,512,000 |
-11,074 |
|
| JANE STREET GROUP LLC |
1820 |
- |
2023-12-31 |
170,779 |
$3,482,000 |
-1,173,234 |
|
| CAPTRUST FINANCIAL ADVISORS |
732 |
- |
2023-12-31 |
150,956 |
$3,078,000 |
-14,615 |
|
| Advisor Group Holdings Inc. |
1696 |
- |
2024-03-31 |
90,460 |
$1,986,000 |
-29,001 |
|
| BANK OF MONTREAL /CAN/ |
1381 |
- |
2023-12-31 |
87,639 |
$1,801,000 |
-307,048 |
|
| FINANCIAL NETWORK |
1078 |
- |
2023-12-31 |
79,065 |
$1,612,000 |
-500 |
|
| J P MORGAN CHASE & CO |
3165 |
- |
2024-03-31 |
65,001 |
$1,427,000 |
-2,750 |
|
| TRANSCEND WEALTH COLLECTIVE LLC |
195 |
- |
2024-03-31 |
59,807 |
$1,313,000 |
-2,582 |
|
| Financial Advocates Investment Management |
351 |
- |
2024-03-31 |
36,483 |
$801,000 |
-1,020 |
|
| Semus Wealth Partners LLC |
34 |
- |
2024-03-31 |
35,086 |
$770,000 |
-7,962 |
|
| JANNEY MONTGOMERY SCOTT LLC |
1729 |
- |
2024-03-31 |
31,252 |
$686,000 |
-3,502 |
|
| Private Advisor Group LLC |
1413 |
- |
2024-03-31 |
26,942 |
$592,000 |
-660 |
|
| RAYMOND JAMES & ASSOCIATES |
3083 |
- |
2024-03-31 |
20,200 |
$444,000 |
-75,508 |
|
| DMG Group LLC |
91 |
- |
2024-03-31 |
17,092 |
$375,000 |
-1,082 |
|
| JAFFETILCHIN INVESTMENT PARTNERS LLC |
254 |
- |
2023-12-31 |
17,623 |
$359,000 |
-102 |
|
| TrinityPoint Wealth LLC |
233 |
- |
2024-03-31 |
15,708 |
$345,000 |
-397 |
|
| PATRON PARTNERS ADVISORS LLC |
124 |
- |
2024-03-31 |
15,374 |
$338,000 |
-1,361 |
|
| Lido Advisors LLC |
939 |
- |
2023-12-31 |
13,623 |
$278,000 |
-4,314 |
|
| COMERICA BANK |
2164 |
- |
2023-12-31 |
12,321 |
$251,000 |
-598 |
|
| CI Private Wealth LLC |
1982 |
- |
2024-03-31 |
11,264 |
$247,000 |
-270 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
1148 |
- |
2023-12-31 |
11,972 |
$244,000 |
-3,550 |
|
| BB&T CORP |
2379 |
- |
2023-12-31 |
11,726 |
$239,000 |
-13 |
|
| WELLS FARGO & CO/MN |
4457 |
- |
2024-03-31 |
3,624 |
$80,000 |
-20 |
|
| Goss Wealth Management LLC |
2047 |
- |
2023-12-31 |
3,721 |
$76,000 |
-6,159 |
|
| Venturi Wealth Management LLC |
456 |
- |
2024-03-31 |
3,279 |
$72,000 |
-25 |
|
| SYSTM Wealth Solutions LLC |
875 |
- |
2024-03-31 |
148 |
$3,000 |
-982 |
|
|
34 Records found
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1
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