| |
Institutional
Holders
Total
Institutions:
 |
34  5 |
|
|
Total
shares held :
|
18,119,262 |
|
|
% of shares
held :
|
20.13% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
|
Amount
of shares held :
|
-640,154 |
|
|
% of shares
held change :
|
 -0.71% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
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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 |
148 |
- |
2024-03-31 |
17,483,723 |
$1,616,370,000 |
-376,096 |
|
| FLOW TRADERS U.S. LLC |
|
- |
2024-03-31 |
131,796 |
$12,185,000 |
126,963 |
|
| JANNEY MONTGOMERY SCOTT LLC |
546 |
- |
2024-03-31 |
102,827 |
$9,506,000 |
28,518 |
|
| LINCOLN NATIONAL CORP |
305 |
- |
2024-03-31 |
24,352 |
$2,251,000 |
2,971 |
|
| GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
609 |
- |
2024-03-31 |
19,120 |
$1,768,000 |
-472 |
|
| MORGAN STANLEY |
4498 |
- |
2023-12-31 |
20,113 |
$1,704,000 |
-20,873 |
|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2190 |
- |
2024-03-31 |
14,744 |
$1,363,000 |
-3,543 |
|
| Vestmark Advisory Solutions Inc. |
263 |
- |
2023-12-31 |
14,783 |
$1,252,000 |
-318 |
|
| LPL FINANCIAL CORP |
3011 |
- |
2024-03-31 |
12,212 |
$1,129,000 |
2,302 |
|
| ACT Advisors LLC. |
20 |
- |
2024-03-31 |
9,483 |
$877,000 |
-1,237 |
|
| MN Wealth Advisors LLC |
48 |
- |
2024-03-31 |
8,074 |
$747,000 |
-437 |
|
| Integrity Advisory LLC |
28 |
- |
2022-12-31 |
10,209 |
$741,000 |
3,041 |
|
| IAG Wealth Partners LLC |
61 |
- |
2024-03-31 |
5,235 |
$484,000 |
-308 |
|
| Ascent Group LLC |
361 |
- |
2023-12-31 |
5,288 |
$459,000 |
1,026 |
|
| Advisor Group Holdings Inc. |
3383 |
- |
2024-03-31 |
2,979 |
$275,000 |
-1,728 |
|
| SageView Advisory Group LLC |
436 |
*New |
2024-03-31 |
2,000 |
$272,000 |
2,000 |
|
| SUTTON PLACE INVESTORS LLC |
142 |
*New |
2024-03-31 |
2,298 |
$212,000 |
2,298 |
|
| MASSMUTUAL TRUST CO FSB/ADV |
419 |
- |
2024-03-31 |
1,638 |
$151,000 |
-133 |
|
| WELLS FARGO & CO/MN |
4379 |
- |
2024-03-31 |
989 |
$91,000 |
239 |
|
| UBS Group AG |
5163 |
*New |
2023-12-31 |
740 |
$63,000 |
740 |
|
| BANK OF AMERICA CORP /DE/ |
5447 |
- |
2023-12-31 |
693 |
$59,000 |
138 |
|
| Geneos Wealth Management Inc. |
1017 |
*New |
2024-03-31 |
623 |
$58,000 |
623 |
|
| IFP Advisors Inc |
1590 |
*New |
2023-12-31 |
481 |
$41,000 |
481 |
|
| Farther Finance Advisors LLC |
1293 |
- |
2023-12-31 |
276 |
$23,000 |
16 |
|
| COMERICA BANK |
2949 |
- |
2023-12-31 |
224 |
$19,000 |
194 |
|
| WHITTIER TRUST CO OF NEVADA INC |
938 |
- |
2024-03-31 |
122 |
$11,000 |
1 |
|
| Family Asset Management LLC |
165 |
- |
2023-12-31 |
65 |
$6,000 |
-2 |
|
| RICHARDSON FINANCIAL SERVICES INC. |
419 |
- |
2024-03-31 |
53 |
$5,000 |
-11 |
|
| Global Retirement Partners LLC |
2450 |
- |
2024-03-31 |
44 |
$4,000 |
14 |
|
| Tidemark LLC |
559 |
- |
2023-12-31 |
40 |
$3,000 |
0 |
|
| Spire Wealth Management |
2027 |
- |
2024-03-31 |
31 |
$3,000 |
0 |
|
| EverSource Wealth Advisors LLC |
2255 |
- |
2023-12-31 |
14 |
$1,000 |
0 |
|
| Emerald Investment Partners LLC |
469 |
*New |
2024-03-31 |
14 |
$1,000 |
14 |
|
| Rise Advisors LLC |
1195 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
| LGT Financial Advisors LLC |
762 |
- |
2024-03-31 |
10 |
$1,000 |
0 |
|
| ADVISORY SERVICES NETWORK, LLC |
1616 |
*Closed |
2024-03-31 |
0 |
$0 |
-150 |
|
| BANK OF NEW YORK MELLON CORP |
4014 |
*Closed |
2024-03-31 |
0 |
$0 |
-36,022 |
|
| HANSON MCCLAIN, INC. |
3374 |
*Closed |
2024-03-31 |
0 |
$0 |
-28 |
|
| PROEQUITIES INC. |
6798 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
| ROYAL BANK OF CANADA |
6841 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,771 |
|
| CWM LLC |
4609 |
*Closed |
2024-03-31 |
0 |
$0 |
-8 |
|
| CITADEL ADVISORS LLC |
6370 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,934 |
|
|
42 Records found
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1
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