|
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 |
- |
2024-03-31 |
80,164,588 |
$5,355,796,000 |
1,987,658 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
123 |
- |
2024-03-31 |
762,096 |
$50,916,000 |
37,992 |
|
AMERIPRISE FINANCIAL INC |
928 |
- |
2023-12-31 |
560,545 |
$35,947,000 |
543,812 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
298 |
- |
2024-03-31 |
433,420 |
$28,957,000 |
298,290 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
33 |
- |
2024-03-31 |
429,824 |
$28,716,000 |
41,774 |
|
Elm Partners Management LLC |
15 |
- |
2024-03-31 |
274,459 |
$18,337,000 |
48,726 |
|
RAYMOND JAMES & ASSOCIATES |
875 |
- |
2024-03-31 |
241,158 |
$16,112,000 |
3,015 |
|
ROYAL BANK OF CANADA |
1276 |
- |
2023-12-31 |
216,768 |
$13,899,000 |
37,781 |
|
Willis Johnson & Associates Inc. |
27 |
- |
2024-03-31 |
114,053 |
$7,620,000 |
7,323 |
|
UBS Group AG |
1830 |
- |
2023-12-31 |
93,971 |
$6,025,000 |
12,500 |
|
INNEALTA CAPITAL LLC |
16 |
- |
2023-12-31 |
66,641 |
$4,273,000 |
32,541 |
|
DORSEY & WHITNEY TRUST CO LLC |
88 |
- |
2024-03-31 |
60,805 |
$4,062,000 |
1,082 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1249 |
- |
2024-03-31 |
50,626 |
$3,382,000 |
50,626 |
|
ATLAS CAPITAL ADVISORS LLC |
48 |
- |
2024-03-31 |
47,562 |
$3,178,000 |
6,254 |
|
COMERICA BANK |
1003 |
- |
2023-12-31 |
42,640 |
$2,734,000 |
27,267 |
|
STIFEL FINANCIAL CORP |
1736 |
- |
2023-12-31 |
28,277 |
$1,813,000 |
3,432 |
|
Resources Investment Advisors Inc. |
440 |
- |
2024-03-31 |
18,745 |
$1,252,000 |
1,939 |
|
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 |
|
BLAIR WILLIAM & CO/IL |
877 |
- |
2024-03-31 |
14,526 |
$970,000 |
395 |
|
HB Wealth Management LLC |
360 |
- |
2024-03-31 |
14,152 |
$946,000 |
50 |
|
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 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2293 |
- |
2024-03-31 |
7,238 |
$484,000 |
462 |
|
PALISADES HUDSON ASSET MANAGEMENT L.P. |
58 |
- |
2024-03-31 |
7,007 |
$468,000 |
59 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2859 |
- |
2024-03-31 |
6,796 |
$454,000 |
1,428 |
|
MULTIFINANCIAL SECURITIES CORP |
1190 |
- |
2023-12-31 |
7,021 |
$450,000 |
228 |
|
Goss Wealth Management LLC |
1363 |
- |
2023-12-31 |
6,492 |
$416,000 |
326 |
|
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 |
|
MARINER WEALTH ADVISORS, LLC |
2151 |
- |
2023-12-31 |
5,820 |
$373,000 |
192 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1511 |
- |
2023-12-31 |
5,500 |
$353,000 |
5,500 |
|
US BANCORP |
1712 |
- |
2024-03-31 |
5,203 |
$348,000 |
2,909 |
|
Qube Research & Technologies Ltd |
2306 |
- |
2023-12-31 |
3,941 |
$253,000 |
3,941 |
|
PNC FINANCIAL SERVICES GROUP INC |
2113 |
- |
2024-03-31 |
3,258 |
$218,000 |
21 |
|
HANSON MCCLAIN, INC. |
766 |
- |
2024-03-31 |
3,132 |
$209,000 |
2,979 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1410 |
- |
2023-12-31 |
3,120 |
$200,000 |
200 |
|
Hartland & Co. LLC |
465 |
- |
2023-12-31 |
2,764 |
$177,000 |
717 |
|
CITIGROUP INC |
3259 |
- |
2024-03-31 |
2,109 |
$141,000 |
2,080 |
|
Steward Partners Investment Advisory LLC |
1841 |
- |
2023-12-31 |
1,042 |
$67,000 |
437 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2169 |
- |
2023-12-31 |
554 |
$36,000 |
14 |
|
Ronald Blue Trust Inc. |
1363 |
- |
2024-03-31 |
213 |
$14,000 |
5 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1743 |
- |
2024-03-31 |
208 |
$14,000 |
205 |
|
ACIMA PRIVATE WEALTH LLC |
196 |
- |
2023-12-31 |
207 |
$13,000 |
69 |
|
Archer Investment Corp |
609 |
- |
2024-03-31 |
179 |
$12,000 |
21 |
|
Global Retirement Partners LLC |
2127 |
- |
2024-03-31 |
138 |
$9,000 |
21 |
|
MORRIS FINANCIAL CONCEPTS INC. |
147 |
- |
2024-03-31 |
91 |
$6,000 |
8 |
|
BESSEMER GROUP INC |
2069 |
- |
2023-12-31 |
17 |
$1,000 |
17 |
|
Kathleen S. Wright Associates Inc. |
220 |
- |
2024-03-31 |
18 |
$1,000 |
5 |
|
NBC SECURITIES INC. |
2098 |
- |
2024-03-31 |
9 |
$1,000 |
9 |
|
|
53 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
|
|
|