|
Institutional
Holders
Total
Institutions:
|
204 3 |
|
Total
shares held :
|
150,941,621 |
|
% of shares
held :
|
50.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
709,594 |
|
% of shares
held change :
|
0.24% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
31
|
1,516,762
|
1%
|
|
|
Increased
Positions : |
64
|
4,838,892
|
3.21%
|
|
|
Unchanged
Positions : |
41
|
1,454,504
|
0.96%
|
|
|
Decreased
Positions : |
68
|
-1,994,874
|
-1.32%
|
|
|
Closed
Positions : |
34
|
-3,651,186
|
-2.42%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
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 |
18 |
- |
2024-03-31 |
131,415,060 |
$7,694,352,000 |
4,153,312 |
|
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP |
3 |
- |
2023-12-31 |
2,304,930 |
$121,055,000 |
1,659,122 |
|
MORGAN STANLEY |
1203 |
- |
2023-12-31 |
1,773,224 |
$93,130,000 |
85,299 |
|
3EDGE Asset Management LP |
7 |
- |
2024-03-31 |
1,137,168 |
$66,581,000 |
1,113,760 |
|
AIA Group Ltd |
15 |
- |
2024-03-31 |
733,995 |
$42,975,000 |
42,300 |
|
LPL FINANCIAL CORP |
711 |
- |
2024-03-31 |
560,302 |
$32,806,000 |
15,988 |
|
HIGHTOWER ADVISORS, LLC |
399 |
- |
2024-03-31 |
458,308 |
$26,853,000 |
74,199 |
|
PRINCIPAL SECURITIES INC. |
27 |
- |
2024-03-31 |
348,628 |
$20,412,000 |
14,385 |
|
SENTINEL TRUST CO LBA |
7 |
- |
2023-12-31 |
317,400 |
$16,670,000 |
81,300 |
|
COMERICA BANK |
311 |
- |
2023-12-31 |
260,541 |
$13,684,000 |
38,641 |
|
Eldridge Investment Advisors Inc. |
6 |
- |
2024-03-31 |
206,580 |
$12,095,000 |
22,817 |
|
Vestmark Advisory Solutions Inc. |
51 |
- |
2023-12-31 |
153,136 |
$8,043,000 |
27,109 |
|
Leo Wealth LLC |
26 |
- |
2024-03-31 |
130,985 |
$7,634,000 |
11,042 |
|
SPINNAKER TRUST |
52 |
- |
2024-03-31 |
129,999 |
$7,611,000 |
2,765 |
|
BFT FINANCIAL GROUP LLC |
20 |
- |
2023-06-30 |
128,883 |
$6,641,000 |
1,073 |
|
PEAK FINANCIAL ADVISORS LLC |
6 |
- |
2024-03-31 |
107,917 |
$6,319,000 |
1,117 |
|
UBS Group AG |
1834 |
- |
2023-12-31 |
114,635 |
$6,021,000 |
21,113 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
648 |
- |
2024-03-31 |
102,792 |
$6,018,000 |
70,342 |
|
Baird Financial Group Inc. |
764 |
- |
2023-12-31 |
66,197 |
$3,477,000 |
9,212 |
|
CLEAR HARBOR ASSET MANAGEMENT, LLC |
83 |
- |
2024-03-31 |
50,179 |
$2,938,000 |
3,253 |
|
CI Private Wealth LLC |
864 |
- |
2024-03-31 |
48,895 |
$2,863,000 |
2,924 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1644 |
- |
2024-03-31 |
37,454 |
$2,193,000 |
37,454 |
|
Good Life Advisors LLC |
100 |
- |
2024-03-31 |
36,280 |
$2,124,000 |
3,047 |
|
BLAIR WILLIAM & CO/IL |
672 |
- |
2024-03-31 |
34,994 |
$2,049,000 |
768 |
|
Summit Place Financial Advisors LLC |
35 |
- |
2024-03-31 |
34,825 |
$2,039,000 |
4,980 |
|
DORSEY & WHITNEY TRUST CO LLC |
143 |
- |
2024-03-31 |
32,041 |
$1,876,000 |
1,177 |
|
CVA Family Office LLC |
53 |
- |
2024-03-31 |
30,483 |
$1,785,000 |
10,677 |
|
ATRIA INVESTMENTS LLC |
696 |
- |
2023-12-31 |
29,785 |
$1,564,000 |
2,248 |
|
ACIMA PRIVATE WEALTH LLC |
38 |
- |
2023-12-31 |
28,146 |
$1,478,000 |
86 |
|
MML INVESTORS SERVICES LLC |
1153 |
- |
2023-12-31 |
27,943 |
$1,468,000 |
1,364 |
|
Perigon Wealth Management LLC |
343 |
- |
2024-03-31 |
19,613 |
$1,148,000 |
8,457 |
|
Private Advisor Group LLC |
1120 |
- |
2024-03-31 |
18,724 |
$1,096,000 |
960 |
|
PROSPERA FINANCIAL SERVICES |
499 |
- |
2023-12-31 |
16,574 |
$870,000 |
9,230 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2154 |
- |
2024-03-31 |
14,429 |
$845,000 |
10,053 |
|
Rockefeller Capital Management L.P. |
1203 |
- |
2023-12-31 |
15,849 |
$832,000 |
1,361 |
|
BRIGHTON JONES LLC |
265 |
- |
2024-03-31 |
13,216 |
$774,000 |
306 |
|
RAYMOND JAMES & ASSOCIATES |
2757 |
- |
2024-03-31 |
12,832 |
$751,000 |
131 |
|
Wealthfront Advisers LLC |
678 |
- |
2024-03-31 |
11,969 |
$701,000 |
5,416 |
|
Robertson Stephens Wealth Management LLC |
265 |
- |
2023-12-31 |
12,738 |
$669,000 |
4,862 |
|
Icon Wealth Advisors LLC |
163 |
- |
2023-12-31 |
12,070 |
$634,000 |
2,482 |
|
US BANCORP |
1384 |
- |
2024-03-31 |
10,233 |
$599,000 |
5,263 |
|
Gateway Wealth Partners LLC |
93 |
- |
2023-12-31 |
10,914 |
$573,000 |
5,601 |
|
FMR LLC |
2538 |
- |
2023-12-31 |
9,426 |
$495,000 |
754 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2807 |
- |
2024-03-31 |
8,372 |
$490,000 |
343 |
|
Geneos Wealth Management Inc. |
507 |
- |
2024-03-31 |
8,127 |
$476,000 |
8,072 |
|
RENAISSANCE TECHNOLOGIES LLC |
2832 |
- |
2023-12-31 |
8,500 |
$446,000 |
8,500 |
|
Resources Investment Advisors Inc. |
772 |
- |
2024-03-31 |
7,577 |
$444,000 |
512 |
|
BANK OF MONTREAL /CAN/ |
2116 |
- |
2023-12-31 |
8,217 |
$435,000 |
1,782 |
|
Horizon Family Wealth Inc. |
42 |
- |
2024-03-31 |
7,006 |
$410,000 |
263 |
|
HARBOUR INVESTMENTS INC. |
686 |
- |
2023-12-31 |
6,219 |
$327,000 |
709 |
|
PRIVATE TRUST CO NA |
484 |
- |
2024-03-31 |
5,592 |
$327,000 |
949 |
|
Blue Edge Capital LLC |
98 |
- |
2023-12-31 |
4,696 |
$247,000 |
4 |
|
CITIGROUP INC |
3051 |
- |
2024-03-31 |
4,097 |
$240,000 |
3,979 |
|
ASB Consultores LLC |
95 |
- |
2023-12-31 |
4,356 |
$229,000 |
4,356 |
|
Global Retirement Partners LLC |
1263 |
- |
2024-03-31 |
1,112 |
$65,000 |
95 |
|
BFSG LLC |
368 |
- |
2024-03-31 |
932 |
$55,000 |
900 |
|
Steward Partners Investment Advisory LLC |
2012 |
- |
2023-12-31 |
887 |
$47,000 |
544 |
|
Archer Investment Corp |
555 |
- |
2024-03-31 |
281 |
$16,000 |
49 |
|
Pinnacle Bank |
661 |
- |
2024-03-31 |
174 |
$10,000 |
63 |
|
Coppell Advisory Solutions LLC |
1000 |
- |
2023-12-31 |
154 |
$8,000 |
154 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1453 |
- |
2024-03-31 |
78 |
$5,000 |
26 |
|
Coastal Investment Advisors Inc. |
736 |
- |
2024-03-31 |
78 |
$5,000 |
78 |
|
BESSEMER GROUP INC |
1794 |
- |
2023-12-31 |
75 |
$4,000 |
75 |
|
MORRIS FINANCIAL CONCEPTS INC. |
150 |
- |
2024-03-31 |
65 |
$4,000 |
19 |
|
Kathleen S. Wright Associates Inc. |
213 |
- |
2024-03-31 |
30 |
$2,000 |
8 |
|
Steward Financial Group LLC |
1260 |
- |
2023-09-30 |
24 |
$1,000 |
24 |
|
|
66 Records found
|
1
|
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