|
Institutional
Holders
Total
Institutions:
|
122 2 |
|
Total
shares held :
|
96,214,457 |
|
% of shares
held :
|
10.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
5,547,623 |
|
% of shares
held change :
|
0.62% |
|
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 |
34 |
- |
2023-12-31 |
90,394,154 |
$5,115,405,000 |
5,016,767 |
|
Municipal Employees Retirement System of Michigan |
17 |
- |
2024-03-31 |
2,697,749 |
$160,246,000 |
430,030 |
|
HORIZON INVESTMENTS, LLC/SC |
10 |
*New |
2023-12-31 |
1,093,206 |
$61,865,000 |
1,093,206 |
|
ARVEST TRUST CO N A |
|
- |
2023-12-31 |
332,012 |
$18,789,000 |
-2,668 |
|
MORGAN STANLEY |
2986 |
- |
2023-12-31 |
258,369 |
$14,621,000 |
-45,231 |
|
BANK OF NEW YORK MELLON CORP |
1844 |
- |
2023-12-31 |
223,356 |
$12,640,000 |
223,356 |
|
ENVESTNET ASSET MANAGEMENT INC |
1674 |
- |
2023-12-31 |
121,368 |
$6,868,000 |
108,639 |
|
DORSEY & WHITNEY TRUST CO LLC |
49 |
- |
2023-12-31 |
105,346 |
$5,962,000 |
15,286 |
|
OLD MISSION CAPITAL LLC |
108 |
- |
2023-12-31 |
102,523 |
$5,802,000 |
73,208 |
|
BANK OF AMERICA CORP /DE/ |
2787 |
- |
2023-12-31 |
102,532 |
$5,802,000 |
-38,661 |
|
AIA Group Ltd |
53 |
- |
2023-12-31 |
97,170 |
$5,499,000 |
-41,330 |
|
LPL FINANCIAL CORP |
1718 |
- |
2023-12-31 |
82,173 |
$4,650,000 |
6,557 |
|
Green Harvest Asset Management LLC |
61 |
- |
2023-12-31 |
63,885 |
$3,615,000 |
0 |
|
Sontag Advisory LLC |
147 |
- |
2023-12-31 |
53,271 |
$3,015,000 |
12,949 |
|
UBS Group AG |
2465 |
- |
2023-12-31 |
52,812 |
$2,989,000 |
-4,040 |
|
Advisor Group Holdings Inc. |
1546 |
- |
2023-12-31 |
52,300 |
$2,961,000 |
44,393 |
|
Beacon Pointe Advisors LLC |
417 |
*New |
2023-12-31 |
46,137 |
$2,611,000 |
46,137 |
|
Brandywine Oak Private Wealth LLC |
56 |
- |
2023-12-31 |
39,706 |
$2,247,000 |
-1,729 |
|
COMERICA BANK |
1103 |
- |
2023-12-31 |
39,624 |
$2,242,000 |
25,557 |
|
FINANCIAL NETWORK |
972 |
*New |
2023-12-31 |
34,140 |
$1,932,000 |
34,140 |
|
RENAISSANCE TECHNOLOGIES LLC |
2057 |
- |
2023-12-31 |
29,900 |
$1,692,000 |
29,900 |
|
BLAIR WILLIAM & CO/IL |
728 |
- |
2023-12-31 |
27,604 |
$1,562,000 |
5,236 |
|
CITADEL ADVISORS LLC |
2566 |
- |
2023-12-31 |
26,344 |
$1,491,000 |
-88,405 |
|
ATLAS CAPITAL ADVISORS LLC |
81 |
- |
2024-03-31 |
24,606 |
$1,462,000 |
44 |
|
MN Wealth Advisors LLC |
20 |
- |
2023-12-31 |
24,921 |
$1,410,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
703 |
*New |
2023-12-31 |
23,758 |
$1,344,000 |
23,758 |
|
WELLS FARGO & CO/MN |
2796 |
- |
2023-12-31 |
22,775 |
$1,289,000 |
1,823 |
|
Integrity Advisory LLC |
20 |
- |
2022-12-31 |
26,347 |
$1,278,000 |
8,267 |
|
WINDHAM CAPITAL MANAGEMENT, LLC |
52 |
- |
2023-12-31 |
19,025 |
$1,077,000 |
0 |
|
INNEALTA CAPITAL LLC |
47 |
- |
2023-12-31 |
18,218 |
$1,031,000 |
0 |
|
Atria Wealth Solutions Inc. |
848 |
- |
2023-12-31 |
17,856 |
$1,010,000 |
3,750 |
|
LINCOLN NATIONAL CORP |
497 |
- |
2023-12-31 |
14,864 |
$841,000 |
2,617 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1780 |
- |
2023-12-31 |
14,249 |
$806,000 |
613 |
|
AMERIPRISE FINANCIAL INC |
3210 |
- |
2023-12-31 |
13,999 |
$793,000 |
1,408 |
|
ROYAL BANK OF CANADA |
3286 |
- |
2023-12-31 |
13,523 |
$765,000 |
-92 |
|
SAPIENT CAPITAL LLC |
232 |
- |
2023-12-31 |
13,422 |
$760,000 |
0 |
|
Y-Intercept (Hong Kong) Ltd |
439 |
*New |
2023-12-31 |
13,114 |
$742,000 |
13,114 |
|
MARINER WEALTH ADVISORS, LLC |
1666 |
- |
2023-12-31 |
12,794 |
$724,000 |
152 |
|
Atlantic Trust Group LLC |
730 |
*New |
2023-12-31 |
12,255 |
$694,000 |
12,255 |
|
LAKE STREET FINANCIAL LLC |
186 |
- |
2024-03-31 |
11,687 |
$694,000 |
0 |
|
IHT Wealth Management LLC |
500 |
- |
2023-12-31 |
12,010 |
$680,000 |
-2,330 |
|
Cetera Investment Advisers |
1328 |
*New |
2023-12-31 |
11,860 |
$671,000 |
11,860 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
11,489 |
$650,000 |
-106 |
|
HIGHTOWER ADVISORS, LLC |
2189 |
- |
2023-12-31 |
9,744 |
$553,000 |
-1,092 |
|
Tranquilli Financial Advisor LLC |
53 |
*New |
2023-12-31 |
9,716 |
$550,000 |
9,716 |
|
AlTi Global Inc. |
236 |
- |
2023-12-31 |
9,602 |
$543,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1084 |
- |
2023-12-31 |
9,505 |
$538,000 |
4,240 |
|
SENTINEL TRUST CO LBA |
94 |
- |
2023-12-31 |
9,253 |
$524,000 |
0 |
|
MECHANICS BANK TRUST DEPARTMENT |
141 |
- |
2024-03-31 |
8,469 |
$503,000 |
0 |
|
TIEDEMANN WEALTH MANAGEMENT, LLC |
170 |
- |
2023-09-30 |
9,584 |
$487,000 |
5,812 |
|
CAPTRUST FINANCIAL ADVISORS |
1820 |
- |
2023-12-31 |
7,787 |
$441,000 |
957 |
|
Custos Family Office LLC |
30 |
- |
2023-12-31 |
7,539 |
$427,000 |
-582 |
|
Inscription Capital LLC |
113 |
- |
2024-03-31 |
6,819 |
$402,000 |
0 |
|
Cresset Asset Management LLC |
1331 |
- |
2023-12-31 |
6,915 |
$391,000 |
-463 |
|
Icon Wealth Advisors LLC |
235 |
- |
2023-12-31 |
6,526 |
$369,000 |
6,526 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
454 |
- |
2024-03-31 |
6,115 |
$363,000 |
0 |
|
CREATIVE PLANNING |
1944 |
- |
2023-12-31 |
6,390 |
$362,000 |
1,819 |
|
Orion Portfolio Solutions LLC |
1347 |
- |
2023-12-31 |
6,074 |
$342,000 |
-4,621 |
|
Icon Wealth Partners LLC |
223 |
- |
2023-09-30 |
6,526 |
$332,000 |
-3,983 |
|
FMR LLC |
2646 |
- |
2023-12-31 |
5,710 |
$323,000 |
1,230 |
|
RAYMOND JAMES TRUST CO |
902 |
- |
2023-12-31 |
5,536 |
$313,000 |
370 |
|
Argent Trust Co |
512 |
- |
2023-12-31 |
5,029 |
$285,000 |
-2,734 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
969 |
- |
2023-12-31 |
4,951 |
$280,000 |
995 |
|
SEVEN MILE ADVISORY |
102 |
- |
2023-12-31 |
4,640 |
$263,000 |
348 |
|
PNC FINANCIAL SERVICES GROUP INC |
1969 |
- |
2023-12-31 |
4,592 |
$260,000 |
38 |
|
MML INVESTORS SERVICES LLC |
2131 |
- |
2023-12-31 |
4,593 |
$260,000 |
-1,328 |
|
SPRINGBOK CAPITAL MANAGEMENT LLC |
702 |
- |
2023-12-31 |
4,570 |
$259,000 |
4,570 |
|
RMB CAPITAL MANAGEMENT LLC |
468 |
- |
2023-12-31 |
4,339 |
$246,000 |
0 |
|
SYON CAPITAL LLC |
399 |
*New |
2023-12-31 |
4,037 |
$228,000 |
4,037 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1477 |
- |
2023-12-31 |
3,758 |
$213,000 |
-199 |
|
CLS INVESTMENT FIRM LLC |
1283 |
*New |
2022-12-31 |
4,265 |
$207,000 |
4,265 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
3413 |
- |
2023-12-31 |
3,606 |
$204,000 |
3,606 |
|
Goss Wealth Management LLC |
1700 |
- |
2023-12-31 |
3,512 |
$199,000 |
271 |
|
Qube Research & Technologies Ltd |
2488 |
- |
2023-12-31 |
3,010 |
$170,000 |
0 |
|
US BANCORP |
2098 |
- |
2023-12-31 |
2,875 |
$163,000 |
-392 |
|
Crewe Advisors LLC |
82 |
- |
2023-12-31 |
2,665 |
$151,000 |
0 |
|
Turtle Creek Wealth Advisors LLC |
|
- |
2023-12-31 |
2,556 |
$145,000 |
0 |
|
FIFTH THIRD BANCORP |
1051 |
- |
2023-12-31 |
2,534 |
$143,000 |
-87 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
225 |
- |
2023-12-31 |
2,185 |
$124,000 |
2,185 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1469 |
- |
2023-12-31 |
2,196 |
$124,000 |
554 |
|
MASSMUTUAL TRUST CO FSB/ADV |
456 |
- |
2024-03-31 |
1,861 |
$111,000 |
0 |
|
WETZEL INVESTMENT ADVISORS INC. |
176 |
- |
2023-12-31 |
1,672 |
$95,000 |
0 |
|
AdvisorNet Financial Inc |
643 |
- |
2024-03-31 |
1,595 |
$95,000 |
0 |
|
Tortoise Investment Management LLC |
336 |
- |
2023-12-31 |
1,088 |
$62,000 |
0 |
|
Spire Wealth Management |
1205 |
- |
2023-12-31 |
916 |
$50,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
1477 |
- |
2023-12-31 |
861 |
$49,000 |
0 |
|
WHITTIER TRUST CO |
926 |
- |
2023-12-31 |
840 |
$48,000 |
-130 |
|
FSC Wealth Advisors LLC |
111 |
- |
2024-03-31 |
763 |
$45,000 |
0 |
|
BANK OF MONTREAL /CAN/ |
3039 |
- |
2023-12-31 |
744 |
$42,000 |
-65,000 |
|
Global Retirement Partners LLC |
1533 |
*New |
2023-12-31 |
560 |
$31,000 |
560 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
553 |
- |
2023-12-31 |
492 |
$28,000 |
0 |
|
Bogart Wealth LLC |
441 |
- |
2023-12-31 |
501 |
$28,000 |
0 |
|
WEBSTER BANK |
404 |
- |
2024-03-31 |
462 |
$27,000 |
0 |
|
Family Asset Management LLC |
141 |
- |
2023-12-31 |
451 |
$26,000 |
0 |
|
FTB Advisors Inc. |
1291 |
- |
2023-12-31 |
383 |
$22,000 |
358 |
|
CULLEN FROST BANKERS INC |
756 |
*New |
2023-12-31 |
334 |
$19,000 |
334 |
|
CWM LLC |
2979 |
- |
2024-03-31 |
282 |
$17,000 |
270 |
|
SIMPLEX TRADING LLC |
1747 |
- |
2023-12-31 |
244 |
$13,000 |
211 |
|
MATHER GROUP, INC. |
1154 |
*New |
2024-03-31 |
216 |
$12,000 |
216 |
|
Archer Investment Corp |
628 |
- |
2023-12-31 |
175 |
$10,000 |
0 |
|
|
100 Records found
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1
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