| |
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 |
  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 |
|
| RICHARD BERNSTEIN ADVISORS LLC |
26 |
- |
2024-03-31 |
579,569 |
$38,721,000 |
-23,859 |
|
| HIGHTOWER ADVISORS, LLC |
359 |
- |
2024-03-31 |
473,236 |
$31,622,000 |
-2,751 |
|
| CI Private Wealth LLC |
557 |
- |
2024-03-31 |
131,891 |
$8,812,000 |
-2,594 |
|
| 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 |
|
| Blue Edge Capital LLC |
26 |
- |
2023-12-31 |
90,801 |
$5,822,000 |
-921 |
|
| JANNEY MONTGOMERY SCOTT LLC |
709 |
- |
2024-03-31 |
86,954 |
$5,809,000 |
-494 |
|
| LPL FINANCIAL CORP |
1685 |
- |
2024-03-31 |
82,739 |
$5,528,000 |
-1,131 |
|
| Advisor Group Holdings Inc. |
1293 |
- |
2024-03-31 |
51,794 |
$3,461,000 |
-71,640 |
|
| Green Harvest Asset Management LLC |
65 |
- |
2023-12-31 |
51,543 |
$3,305,000 |
-6,743 |
|
| BLACKROCK INC. |
3614 |
- |
2024-03-31 |
45,838 |
$3,062,000 |
-22,033 |
|
| CWM LLC |
529 |
- |
2024-03-31 |
43,957 |
$2,937,000 |
-84 |
|
| BB&T CORP |
1194 |
- |
2023-12-31 |
34,332 |
$2,201,000 |
-439 |
|
| FINANCIAL NETWORK |
1131 |
- |
2023-12-31 |
22,764 |
$1,460,000 |
-170 |
|
| SPINNAKER TRUST |
126 |
- |
2024-03-31 |
20,972 |
$1,401,000 |
-203 |
|
| 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 |
|
| Argent Trust Co |
362 |
- |
2024-03-31 |
10,566 |
$706,000 |
-210 |
|
| GeoWealth Management LLC |
263 |
- |
2023-12-31 |
10,924 |
$700,000 |
-228 |
|
| 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 |
|
| Streettalk Advisors LLC |
245 |
- |
2024-03-31 |
8,329 |
$556,000 |
-157,443 |
|
| Sontag Advisory LLC |
420 |
- |
2024-03-31 |
7,749 |
$518,000 |
-685 |
|
| TRANSCEND WEALTH COLLECTIVE LLC |
330 |
- |
2024-03-31 |
7,177 |
$480,000 |
-308 |
|
| Atria Wealth Solutions Inc. |
1221 |
- |
2023-12-31 |
7,451 |
$478,000 |
-93 |
|
| RICHARDSON FINANCIAL SERVICES INC. |
83 |
- |
2024-03-31 |
7,116 |
$475,000 |
-596 |
|
| Source Financial Advisors LLC |
79 |
- |
2024-03-31 |
6,242 |
$417,000 |
-4,682 |
|
| Icon Wealth Advisors LLC |
221 |
- |
2023-12-31 |
6,302 |
$404,000 |
-866 |
|
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1363 |
- |
2023-09-30 |
6,457 |
$375,000 |
-9,728 |
|
| Icon Wealth Partners LLC |
209 |
- |
2023-09-30 |
6,302 |
$366,000 |
-518 |
|
| WELLS FARGO & CO/MN |
3617 |
- |
2024-03-31 |
5,145 |
$344,000 |
-3,939 |
|
| Custos Family Office LLC |
34 |
- |
2024-03-31 |
5,053 |
$338,000 |
-333 |
|
| Csenge Advisory Group |
527 |
- |
2024-03-31 |
4,895 |
$327,000 |
-30 |
|
| WEDBUSH MORGAN SECURITIES INC |
729 |
- |
2023-12-31 |
5,090 |
$326,000 |
-457 |
|
| CREATIVE PLANNING |
2121 |
- |
2023-12-31 |
4,415 |
$283,000 |
-4,072 |
|
| SEVEN MILE ADVISORY |
108 |
- |
2024-03-31 |
4,013 |
$268,000 |
-38 |
|
| Gallagher Fiduciary Advisors LLC |
169 |
- |
2023-12-31 |
3,502 |
$225,000 |
-304 |
|
| FIFTH THIRD BANCORP |
1302 |
- |
2024-03-31 |
844 |
$56,000 |
-1,008 |
|
| Atlantic Trust Group LLC |
1752 |
- |
2024-03-31 |
616 |
$41,000 |
-7,662 |
|
| BROWN BROTHERS HARRIMAN & CO |
906 |
- |
2024-03-31 |
289 |
$19,000 |
-867 |
|
| APCM Wealth Management for Individuals |
97 |
- |
2024-03-31 |
156 |
$10,000 |
-15 |
|
| Cornerstone Planning Group LLC |
453 |
- |
2024-03-31 |
117 |
$8,000 |
-18 |
|
| HARBOUR INVESTMENTS INC. |
2257 |
- |
2023-12-31 |
114 |
$7,000 |
-25 |
|
| SIGNATUREFD, LLC |
2467 |
- |
2024-03-31 |
83 |
$6,000 |
-44 |
|
| FTB Advisors Inc. |
1835 |
- |
2024-03-31 |
68 |
$5,000 |
-212 |
|
| TRANSAMERICA FINANCIAL ADVISORS, INC. |
347 |
- |
2023-12-31 |
42 |
$3,000 |
-30 |
|
| Fortis Group Advisors LLC |
444 |
- |
2024-03-31 |
23 |
$2,000 |
-23 |
|
| Sound Income Strategies LLC |
1171 |
- |
2024-03-31 |
18 |
$1,000 |
-110 |
|
| SYSTM Wealth Solutions LLC |
961 |
- |
2024-03-31 |
17 |
$1,000 |
-264 |
|
| CULLEN FROST BANKERS INC |
987 |
- |
2024-03-31 |
0 |
$0 |
-432 |
|
|
53 Records found
|
1
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