|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
138 |
- |
2023-12-31 |
17,859,819 |
$1,512,779,000 |
-740,604 |
|
JANNEY MONTGOMERY SCOTT LLC |
653 |
- |
2023-12-31 |
74,309 |
$6,294,000 |
74,309 |
|
LINCOLN NATIONAL CORP |
307 |
*New |
2023-12-31 |
21,381 |
$1,811,000 |
21,381 |
|
MORGAN STANLEY |
4498 |
- |
2023-12-31 |
20,113 |
$1,704,000 |
-20,873 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
566 |
- |
2023-12-31 |
19,592 |
$1,660,000 |
-550 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2179 |
- |
2023-12-31 |
18,287 |
$1,549,000 |
10,447 |
|
Vestmark Advisory Solutions Inc. |
263 |
- |
2023-12-31 |
14,783 |
$1,252,000 |
-318 |
|
ACT Advisors LLC. |
20 |
- |
2024-03-31 |
9,483 |
$877,000 |
-1,237 |
|
LPL FINANCIAL CORP |
3152 |
- |
2023-12-31 |
9,910 |
$839,000 |
-458 |
|
Integrity Advisory LLC |
28 |
- |
2022-12-31 |
10,209 |
$741,000 |
3,041 |
|
MN Wealth Advisors LLC |
48 |
- |
2023-12-31 |
8,511 |
$721,000 |
0 |
|
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 |
|
FLOW TRADERS U.S. LLC |
515 |
*New |
2023-12-31 |
4,833 |
$409,000 |
4,833 |
|
Advisor Group Holdings Inc. |
3329 |
- |
2023-12-31 |
4,707 |
$399,000 |
-287 |
|
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 |
4538 |
- |
2023-12-31 |
750 |
$64,000 |
0 |
|
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 |
|
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 |
|
ADVISORY SERVICES NETWORK, LLC |
2700 |
*New |
2023-12-31 |
150 |
$13,000 |
150 |
|
WHITTIER TRUST CO OF NEVADA INC |
939 |
*New |
2023-12-31 |
121 |
$10,000 |
121 |
|
Family Asset Management LLC |
165 |
- |
2023-12-31 |
65 |
$6,000 |
-2 |
|
RICHARDSON FINANCIAL SERVICES INC. |
363 |
- |
2023-12-31 |
64 |
$5,000 |
0 |
|
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 |
|
LGT Financial Advisors LLC |
814 |
- |
2023-12-31 |
10 |
$1,000 |
0 |
|
Rise Advisors LLC |
1195 |
- |
2024-03-31 |
12 |
$1,000 |
0 |
|
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 |
|
TBH Global Asset Management LLC |
222 |
*Closed |
2023-12-31 |
0 |
$0 |
-13,435 |
|
PROEQUITIES INC. |
8537 |
- |
2023-12-31 |
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 |
|
|
40 Records found
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1
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