|
Institutional
Holders
Total
Institutions:
|
155 0 |
|
Total
shares held :
|
85,757,583 |
|
% of shares
held :
|
50.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
1 |
|
Amount
of shares held :
|
725,053 |
|
% of shares
held change :
|
0.43% |
|
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 |
J P MORGAN CHASE & CO |
36 |
- |
2023-12-31 |
78,176,930 |
$5,012,705,000 |
728,950 |
|
BANK OF AMERICA CORP /DE/ |
1039 |
- |
2023-12-31 |
974,444 |
$62,481,000 |
-63,230 |
|
ENVESTNET ASSET MANAGEMENT INC |
560 |
- |
2023-12-31 |
891,479 |
$57,162,000 |
-14,769 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
124 |
- |
2023-12-31 |
724,104 |
$46,430,000 |
-15,362 |
|
RICHARD BERNSTEIN ADVISORS LLC |
25 |
- |
2023-12-31 |
603,428 |
$38,692,000 |
-43,270 |
|
AMERIPRISE FINANCIAL INC |
928 |
- |
2023-12-31 |
560,545 |
$35,947,000 |
543,812 |
|
HIGHTOWER ADVISORS, LLC |
355 |
- |
2023-12-31 |
475,987 |
$30,543,000 |
-53,191 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
33 |
- |
2023-12-31 |
388,050 |
$24,881,000 |
12,681 |
|
RAYMOND JAMES & ASSOCIATES |
875 |
- |
2024-03-31 |
241,158 |
$16,112,000 |
3,015 |
|
Elm Partners Management LLC |
16 |
- |
2023-12-31 |
225,733 |
$14,474,000 |
15,405 |
|
ROYAL BANK OF CANADA |
1276 |
- |
2023-12-31 |
216,768 |
$13,899,000 |
37,781 |
|
Streettalk Advisors LLC |
32 |
- |
2023-12-31 |
165,772 |
$10,629,000 |
-3,816 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
135,130 |
$8,665,000 |
7,400 |
|
CI Private Wealth LLC |
549 |
- |
2023-12-31 |
134,485 |
$8,623,000 |
-9,957 |
|
Advisor Group Holdings Inc. |
924 |
- |
2023-12-31 |
123,434 |
$7,916,000 |
-90,504 |
|
Willis Johnson & Associates Inc. |
27 |
- |
2024-03-31 |
114,053 |
$7,620,000 |
7,323 |
|
JANE STREET GROUP LLC |
1233 |
- |
2023-12-31 |
102,917 |
$6,599,000 |
-13,210 |
|
Cetera Investment Advisers |
363 |
- |
2023-12-31 |
99,694 |
$6,392,000 |
-6,195 |
|
MORGAN STANLEY |
3673 |
- |
2023-12-31 |
97,698 |
$6,264,000 |
-14,091 |
|
UBS Group AG |
1830 |
- |
2023-12-31 |
93,971 |
$6,025,000 |
12,500 |
|
Blue Edge Capital LLC |
26 |
- |
2023-12-31 |
90,801 |
$5,822,000 |
-921 |
|
JANNEY MONTGOMERY SCOTT LLC |
687 |
- |
2023-12-31 |
87,448 |
$5,607,000 |
1,331 |
|
LPL FINANCIAL CORP |
1635 |
- |
2023-12-31 |
83,870 |
$5,378,000 |
-3,585 |
|
BLACKROCK INC. |
3544 |
- |
2023-12-31 |
67,871 |
$4,352,000 |
11,258 |
|
INNEALTA CAPITAL LLC |
16 |
- |
2023-12-31 |
66,641 |
$4,273,000 |
32,541 |
|
DORSEY & WHITNEY TRUST CO LLC |
88 |
- |
2023-12-31 |
59,723 |
$3,829,000 |
4,302 |
|
Green Harvest Asset Management LLC |
65 |
- |
2023-12-31 |
51,543 |
$3,305,000 |
-6,743 |
|
ATLAS CAPITAL ADVISORS LLC |
48 |
- |
2024-03-31 |
47,562 |
$3,178,000 |
6,254 |
|
CWM LLC |
529 |
- |
2024-03-31 |
43,957 |
$2,937,000 |
-84 |
|
BLUE CREEK INVESTMENT PARTNERS LLC |
64 |
- |
2024-03-31 |
43,408 |
$2,900,000 |
0 |
|
COMERICA BANK |
1003 |
- |
2023-12-31 |
42,640 |
$2,734,000 |
27,267 |
|
BB&T CORP |
1194 |
- |
2023-12-31 |
34,332 |
$2,201,000 |
-439 |
|
STIFEL FINANCIAL CORP |
1736 |
- |
2023-12-31 |
28,277 |
$1,813,000 |
3,432 |
|
FINANCIAL NETWORK |
1131 |
- |
2023-12-31 |
22,764 |
$1,460,000 |
-170 |
|
SPINNAKER TRUST |
125 |
- |
2023-12-31 |
21,175 |
$1,358,000 |
-390 |
|
ALASKA PERMANENT CAPITAL MANAGEMENT |
30 |
- |
2024-03-31 |
18,693 |
$1,247,000 |
654 |
|
BANK OF NEW YORK MELLON CORP |
3064 |
- |
2024-03-31 |
17,161 |
$1,146,000 |
4,310 |
|
SYON CAPITAL LLC |
123 |
*New |
2023-12-31 |
17,744 |
$1,138,000 |
17,744 |
|
Resources Investment Advisors Inc. |
452 |
- |
2023-12-31 |
16,806 |
$1,078,000 |
4,070 |
|
BLAIR WILLIAM & CO/IL |
883 |
- |
2023-12-31 |
14,131 |
$906,000 |
252 |
|
HB Wealth Management LLC |
335 |
- |
2023-12-31 |
14,102 |
$904,000 |
122 |
|
SAPIENT CAPITAL LLC |
202 |
- |
2024-03-31 |
11,249 |
$752,000 |
-1,538 |
|
KCS Wealth Advisory |
80 |
- |
2023-09-30 |
12,175 |
$708,000 |
-9,414 |
|
GeoWealth Management LLC |
263 |
- |
2023-12-31 |
10,924 |
$700,000 |
-228 |
|
Source Financial Advisors LLC |
62 |
- |
2023-12-31 |
10,924 |
$700,000 |
-228 |
|
Argent Trust Co |
352 |
- |
2023-12-31 |
10,776 |
$691,000 |
-553 |
|
PRIVATE TRUST CO NA |
304 |
- |
2024-03-31 |
9,854 |
$658,000 |
-1,318 |
|
CAPTRUST FINANCIAL ADVISORS |
1551 |
- |
2023-12-31 |
10,041 |
$644,000 |
-391 |
|
WELLS FARGO & CO/MN |
3246 |
- |
2023-12-31 |
9,084 |
$582,000 |
-1,728 |
|
FMR LLC |
2499 |
- |
2023-12-31 |
8,785 |
$563,000 |
1,618 |
|
BANK OF MONTREAL /CAN/ |
1966 |
- |
2023-12-31 |
8,487 |
$545,000 |
2,926 |
|
Sontag Advisory LLC |
405 |
*New |
2023-12-31 |
8,434 |
$541,000 |
8,434 |
|
Atlantic Trust Group LLC |
784 |
*New |
2023-12-31 |
8,278 |
$531,000 |
8,278 |
|
CVA Family Office LLC |
144 |
- |
2024-03-31 |
7,420 |
$496,000 |
0 |
|
RICHARDSON FINANCIAL SERVICES INC. |
70 |
- |
2023-12-31 |
7,712 |
$494,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2293 |
- |
2024-03-31 |
7,238 |
$484,000 |
462 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
310 |
- |
2023-12-31 |
7,485 |
$480,000 |
-894 |
|
Atria Wealth Solutions Inc. |
1221 |
- |
2023-12-31 |
7,451 |
$478,000 |
-93 |
|
Inscription Capital LLC |
104 |
- |
2024-03-31 |
6,959 |
$467,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1190 |
- |
2023-12-31 |
7,021 |
$450,000 |
228 |
|
PALISADES HUDSON ASSET MANAGEMENT L.P. |
57 |
- |
2023-12-31 |
6,948 |
$445,000 |
48 |
|
Financial Advocates Investment Management |
456 |
*New |
2023-12-31 |
7,130 |
$436,000 |
7,130 |
|
Goss Wealth Management LLC |
1363 |
- |
2023-12-31 |
6,492 |
$416,000 |
326 |
|
FINEMARK NATIONAL BANK & TRUST |
298 |
- |
2023-12-31 |
6,305 |
$404,000 |
0 |
|
Icon Wealth Advisors LLC |
221 |
- |
2023-12-31 |
6,302 |
$404,000 |
-866 |
|
RAYMOND JAMES TRUST CO |
821 |
- |
2024-03-31 |
5,993 |
$400,000 |
232 |
|
SCOTIA CAPITAL INC. |
616 |
- |
2023-12-31 |
6,162 |
$395,000 |
1,260 |
|
Sunpointe LLC |
70 |
- |
2024-03-31 |
5,881 |
$393,000 |
1,124 |
|
Aurum Wealth Management Group LLC |
226 |
- |
2024-03-31 |
5,851 |
$391,000 |
538 |
|
CITADEL ADVISORS LLC |
3846 |
- |
2023-12-31 |
6,004 |
$385,000 |
2,572 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1363 |
- |
2023-09-30 |
6,457 |
$375,000 |
-9,728 |
|
MARINER WEALTH ADVISORS, LLC |
2151 |
- |
2023-12-31 |
5,820 |
$373,000 |
192 |
|
Icon Wealth Partners LLC |
209 |
- |
2023-09-30 |
6,302 |
$366,000 |
-518 |
|
Ullmann Financial Group Inc. |
80 |
- |
2023-12-31 |
5,525 |
$354,000 |
0 |
|
MML INVESTORS SERVICES LLC |
1944 |
*New |
2023-12-31 |
5,524 |
$354,000 |
5,524 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1511 |
- |
2023-12-31 |
5,500 |
$353,000 |
5,500 |
|
Custos Family Office LLC |
35 |
- |
2023-12-31 |
5,386 |
$345,000 |
-243 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2982 |
- |
2023-12-31 |
5,368 |
$344,000 |
1,606 |
|
QUADRANT CAPITAL GROUP LLC |
409 |
*New |
2023-12-31 |
5,254 |
$337,000 |
5,254 |
|
D E SHAW & CO INC |
2369 |
*New |
2023-12-31 |
5,226 |
$335,000 |
5,226 |
|
WEDBUSH MORGAN SECURITIES INC |
729 |
- |
2023-12-31 |
5,090 |
$326,000 |
-457 |
|
Csenge Advisory Group |
510 |
- |
2023-12-31 |
4,925 |
$316,000 |
-79 |
|
CREATIVE PLANNING |
2121 |
- |
2023-12-31 |
4,415 |
$283,000 |
-4,072 |
|
TOWNSQUARE CAPITAL LLC |
944 |
- |
2023-12-31 |
4,307 |
$276,000 |
0 |
|
CLS INVESTMENT FIRM LLC |
1192 |
- |
2022-12-31 |
4,645 |
$266,000 |
0 |
|
SEVEN MILE ADVISORY |
103 |
- |
2023-12-31 |
4,051 |
$260,000 |
0 |
|
Qube Research & Technologies Ltd |
2306 |
- |
2023-12-31 |
3,941 |
$253,000 |
3,941 |
|
Cooksen Wealth LLC |
43 |
- |
2024-03-31 |
3,728 |
$249,000 |
0 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
248 |
*New |
2023-09-30 |
4,011 |
$233,000 |
4,011 |
|
BANCORPSOUTH BANK |
308 |
- |
2023-12-31 |
3,533 |
$227,000 |
0 |
|
RMB CAPITAL MANAGEMENT LLC |
478 |
- |
2023-12-31 |
3,540 |
$227,000 |
0 |
|
Gallagher Fiduciary Advisors LLC |
169 |
- |
2023-12-31 |
3,502 |
$225,000 |
-304 |
|
One Wealth Management Investment & Advisory Servic |
|
- |
2023-12-31 |
3,346 |
$215,000 |
0 |
|
BUSEY TRUST CO |
340 |
- |
2024-03-31 |
3,132 |
$209,000 |
0 |
|
HANSON MCCLAIN, INC. |
766 |
- |
2024-03-31 |
3,132 |
$209,000 |
2,979 |
|
PNC FINANCIAL SERVICES GROUP INC |
2111 |
- |
2023-12-31 |
3,237 |
$208,000 |
-1,157 |
|
Crabel Capital Management LLC |
127 |
*New |
2023-12-31 |
3,219 |
$206,000 |
3,219 |
|
Maia Wealth LLC |
181 |
- |
2023-12-31 |
3,167 |
$203,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1410 |
- |
2023-12-31 |
3,120 |
$200,000 |
200 |
|
Turtle Creek Wealth Advisors LLC |
|
- |
2023-12-31 |
2,965 |
$190,000 |
0 |
|
|
100 Records found
|
1
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