|
Institutional
Holders
Total
Institutions:
|
79 6 |
|
Total
shares held :
|
68,280,733 |
|
% of shares
held :
|
75.87% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
1,647,753 |
|
% of shares
held change :
|
1.83% |
|
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 |
75 |
- |
2024-03-31 |
55,242,289 |
$3,321,995,000 |
-4,957,198 |
|
JANNEY MONTGOMERY SCOTT LLC |
176 |
- |
2024-03-31 |
660,875 |
$39,742,000 |
-183,779 |
|
LPL FINANCIAL CORP |
653 |
- |
2024-03-31 |
624,909 |
$37,579,000 |
-172,181 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
158 |
- |
2024-03-31 |
615,159 |
$36,993,000 |
-252,888 |
|
DAYMARK WEALTH PARTNERS LLC |
19 |
- |
2024-03-31 |
318,000 |
$19,123,000 |
-23,503 |
|
BANK OF AMERICA CORP /DE/ |
2193 |
- |
2023-12-31 |
214,465 |
$12,209,000 |
-95,890 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
415 |
- |
2024-03-31 |
186,060 |
$11,189,000 |
-5,912 |
|
Integrity Advisory LLC |
2 |
- |
2022-12-31 |
197,816 |
$9,818,000 |
-32,242 |
|
MN Wealth Advisors LLC |
3 |
- |
2024-03-31 |
154,004 |
$9,261,000 |
-78,125 |
|
Advisor Group Holdings Inc. |
1089 |
- |
2024-03-31 |
76,435 |
$4,597,000 |
-254,455 |
|
Change Path LLC |
83 |
- |
2023-12-31 |
67,629 |
$3,850,000 |
-17,387 |
|
MML INVESTORS SERVICES LLC |
754 |
- |
2023-12-31 |
59,471 |
$3,386,000 |
-6,669 |
|
PARK AVENUE SECURITIES LLC |
281 |
- |
2024-03-31 |
51,904 |
$3,121,000 |
-123 |
|
MASSMUTUAL TRUST CO FSB/ADV |
172 |
- |
2024-03-31 |
48,048 |
$2,889,000 |
-30,886 |
|
Ascent Group LLC |
160 |
- |
2023-12-31 |
33,031 |
$1,885,000 |
-26 |
|
GeoWealth Management LLC |
134 |
- |
2023-12-31 |
31,062 |
$1,768,000 |
-6,554 |
|
Emerald Advisors LLC |
21 |
- |
2024-03-31 |
20,949 |
$1,260,000 |
-929 |
|
Wayfinding Financial LLC |
30 |
- |
2024-03-31 |
19,380 |
$1,160,000 |
-8,793 |
|
TFB Advisors LLC |
66 |
- |
2024-03-31 |
16,534 |
$961,000 |
-1,482 |
|
Security Financial Services INC. |
85 |
- |
2024-03-31 |
11,187 |
$673,000 |
-6,531 |
|
Private Advisor Group LLC |
1375 |
- |
2024-03-31 |
10,663 |
$641,000 |
-200 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
295 |
- |
2024-03-31 |
9,550 |
$574,000 |
-1,651 |
|
NWAM LLC |
332 |
- |
2024-03-31 |
8,341 |
$500,000 |
-4,120 |
|
LOCKERMAN FINANCIAL GROUP INC. |
41 |
- |
2024-03-31 |
6,597 |
$397,000 |
-1,800 |
|
Twin Peaks Wealth Advisors LLC |
98 |
- |
2024-03-31 |
5,305 |
$319,000 |
-37 |
|
RICHARDSON FINANCIAL SERVICES INC. |
120 |
- |
2024-03-31 |
4,395 |
$264,000 |
-1,962 |
|
CHANNEL WEALTH LLC |
150 |
- |
2024-03-31 |
4,097 |
$246,000 |
-546 |
|
Family Asset Management LLC |
119 |
- |
2023-12-31 |
1,347 |
$77,000 |
-139 |
|
Global Retirement Partners LLC |
1197 |
- |
2024-03-31 |
1,252 |
$75,000 |
-392 |
|
LGT Financial Advisors LLC |
261 |
- |
2024-03-31 |
609 |
$37,000 |
-112 |
|
Spire Wealth Management |
1680 |
- |
2024-03-31 |
187 |
$11,000 |
-34 |
|
|
31 Records found
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1
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