|
Institutional
Holders
Total
Institutions:
|
112 5 |
|
Total
shares held :
|
29,627,874 |
|
% of shares
held :
|
32.92% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
3,929,408 |
|
% of shares
held change :
|
4.37% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$20.92 |
|
Last
Quarter's Ending
Price :
|
$19.36 |
|
Last
Quarter's Average
Price :
|
$20.59 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.22 (1.07%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SEI INVESTMENTS CO |
59 |
- |
2024-03-31 |
9,835,728 |
$194,453,000 |
7,202,736 |
|
WELLS FARGO & CO/MN |
334 |
- |
2024-03-31 |
8,412,471 |
$166,315,000 |
-206,505 |
|
Metis Global Partners LLC |
6 |
- |
2024-03-31 |
3,332,956 |
$65,893,000 |
39,623 |
|
BANK OF AMERICA CORP /DE/ |
1204 |
- |
2023-12-31 |
2,350,572 |
$45,507,000 |
219,041 |
|
PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP |
9 |
*New |
2023-12-31 |
2,209,392 |
$42,774,000 |
2,209,392 |
|
MORGAN STANLEY |
2628 |
- |
2023-12-31 |
1,083,962 |
$20,986,000 |
49,191 |
|
Financial & Tax Architects LLC |
4 |
- |
2024-03-31 |
903,184 |
$17,856,000 |
63,701 |
|
CLS INVESTMENT FIRM LLC |
64 |
- |
2022-12-31 |
806,058 |
$17,782,000 |
19,151 |
|
Cresset Asset Management LLC |
144 |
- |
2023-12-31 |
823,199 |
$15,937,000 |
184,712 |
|
MCF Advisors LLC |
14 |
- |
2024-03-31 |
772,777 |
$15,278,000 |
53,013 |
|
ROYAL BANK OF CANADA |
1236 |
- |
2023-12-31 |
784,647 |
$15,191,000 |
-2,121 |
|
NEPC LLC |
22 |
- |
2023-12-31 |
701,042 |
$13,572,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
414 |
- |
2023-12-31 |
473,953 |
$9,175,000 |
419,270 |
|
STIFEL FINANCIAL CORP |
827 |
- |
2023-12-31 |
448,438 |
$8,682,000 |
41,439 |
|
Vise Technologies Inc. |
17 |
- |
2023-12-31 |
314,546 |
$6,090,000 |
-32,193 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
12 |
- |
2024-03-31 |
274,997 |
$5,437,000 |
219,895 |
|
Disciplina Capital Management LLC |
14 |
- |
2023-12-31 |
264,815 |
$5,127,000 |
67,250 |
|
Upper Left Wealth Management LLC |
3 |
- |
2024-03-31 |
239,660 |
$4,738,000 |
72,826 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
692 |
- |
2024-03-31 |
226,313 |
$4,474,000 |
10,768 |
|
Resonant Capital Advisors LLC |
69 |
- |
2024-03-31 |
186,116 |
$3,680,000 |
8,298 |
|
ENVESTNET ASSET MANAGEMENT INC |
2124 |
- |
2023-12-31 |
180,750 |
$3,499,000 |
-97,745 |
|
LPL FINANCIAL CORP |
2082 |
- |
2024-03-31 |
167,138 |
$3,304,000 |
-2,580 |
|
Aldebaran Capital LLC |
11 |
- |
2023-12-31 |
165,700 |
$3,208,000 |
-1,206 |
|
Foundations Investment Advisors LLC |
182 |
- |
2023-12-31 |
155,158 |
$2,987,000 |
19,231 |
|
Orion Portfolio Solutions LLC |
515 |
- |
2024-03-31 |
137,007 |
$2,709,000 |
-823,842 |
|
Columbus Macro LLC |
33 |
- |
2024-03-31 |
108,245 |
$2,140,000 |
10,995 |
|
LEAVELL T & ASSOCIATES INC |
181 |
- |
2024-03-31 |
93,556 |
$1,850,000 |
4,699 |
|
EP WEALTH ADVISORS, INC. |
280 |
- |
2023-12-31 |
90,700 |
$1,756,000 |
-125,091 |
|
SigFig Wealth Management LLC |
83 |
- |
2024-03-31 |
88,519 |
$1,750,000 |
4,430 |
|
Avenue 1 Advisors LLC |
25 |
- |
2024-03-31 |
79,413 |
$1,570,000 |
16,699 |
|
BB&T CORP |
1427 |
- |
2023-12-31 |
71,458 |
$1,383,000 |
-62,621 |
|
AIRE ADVISORS LLC |
59 |
- |
2023-12-31 |
68,220 |
$1,321,000 |
19,533 |
|
Ambassador Advisors LLC |
71 |
- |
2023-12-31 |
68,936 |
$1,315,000 |
17,937 |
|
Congress Wealth Management LLC / DE / |
354 |
- |
2024-03-31 |
65,279 |
$1,291,000 |
-2,224 |
|
AlphaStar Capital Management LLC |
102 |
- |
2024-03-31 |
63,290 |
$1,251,000 |
19,871 |
|
JANE STREET GROUP LLC |
2957 |
- |
2023-12-31 |
63,586 |
$1,231,000 |
-35,492 |
|
COHEN & STEERS INC |
239 |
- |
2023-12-31 |
61,907 |
$1,199,000 |
10,684 |
|
TITLEIST ASSET MANAGEMENT LTD. |
93 |
- |
2022-12-31 |
50,493 |
$1,114,000 |
916 |
|
Allspring Global Investments Holdings LLC |
1338 |
- |
2024-03-31 |
56,085 |
$1,109,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
654 |
- |
2024-03-31 |
54,430 |
$1,076,000 |
26 |
|
CREATIVE PLANNING |
1234 |
- |
2023-12-31 |
50,937 |
$986,000 |
-201 |
|
QUANTITATIVE ADVANTAGE LLC |
89 |
- |
2023-03-31 |
47,006 |
$976,000 |
7,718 |
|
ASPEN INVESTMENT MANAGEMENT INC |
65 |
- |
2024-03-31 |
45,542 |
$900,000 |
-1,632 |
|
MBL Wealth LLC |
95 |
- |
2024-03-31 |
43,981 |
$870,000 |
3,793 |
|
Ronald Blue Trust Inc. |
195 |
- |
2024-03-31 |
43,136 |
$853,000 |
-35,389 |
|
RAYMOND JAMES & ASSOCIATES |
2678 |
- |
2024-03-31 |
42,856 |
$847,000 |
-7,382 |
|
Braun-Bostich & Associates Inc. |
45 |
- |
2024-03-31 |
41,984 |
$830,000 |
-3,317 |
|
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC |
136 |
- |
2024-03-31 |
40,427 |
$799,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1882 |
- |
2024-03-31 |
40,229 |
$795,000 |
23,084 |
|
PROEQUITIES INC. |
348 |
- |
2024-03-31 |
39,500 |
$781,000 |
-6,748 |
|
BURNS WEALTH MANAGEMENT, INC. |
305 |
- |
2024-03-31 |
36,745 |
$726,000 |
25,517 |
|
FINANCIAL NETWORK |
1612 |
*New |
2023-12-31 |
36,645 |
$709,000 |
36,645 |
|
Csenge Advisory Group |
346 |
- |
2024-03-31 |
34,583 |
$684,000 |
24,057 |
|
Perigon Wealth Management LLC |
473 |
- |
2024-03-31 |
32,716 |
$647,000 |
32,716 |
|
Bruce G. Allen Investments LLC |
26 |
- |
2024-03-31 |
32,492 |
$642,000 |
-4,035 |
|
HOLLENCREST SECURITIES LLC |
176 |
- |
2024-03-31 |
32,206 |
$637,000 |
-455 |
|
Walkner Condon Financial Advisors LLC |
130 |
- |
2024-03-31 |
32,114 |
$634,000 |
1,257 |
|
Stratos Wealth Partners LTD. |
790 |
- |
2024-03-31 |
31,810 |
$629,000 |
20,049 |
|
GOLDMAN SACHS GROUP INC/ |
3731 |
*New |
2023-12-31 |
32,155 |
$623,000 |
32,155 |
|
Boston Standard Wealth Management LLC |
30 |
- |
2024-03-31 |
30,912 |
$611,000 |
1,167 |
|
HRT FINANCIAL LLC |
1178 |
*New |
2023-12-31 |
30,186 |
$584,000 |
30,186 |
|
CAPTRUST FINANCIAL ADVISORS |
1648 |
- |
2023-12-31 |
29,306 |
$567,000 |
-12,133 |
|
AVAII WEALTH MANAGEMENT LLC |
55 |
- |
2024-03-31 |
27,535 |
$544,000 |
1,010 |
|
Austin Asset Management Co Inc |
37 |
- |
2024-03-31 |
26,150 |
$517,000 |
0 |
|
Retirement Group LLC |
69 |
- |
2024-03-31 |
25,641 |
$507,000 |
-10,817 |
|
Winthrop Capital Management LLC |
48 |
- |
2024-03-31 |
25,484 |
$497,000 |
-2,000 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
215 |
- |
2024-03-31 |
23,885 |
$472,000 |
3,206 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1389 |
- |
2023-12-31 |
22,786 |
$441,000 |
662 |
|
IHT Wealth Management LLC |
658 |
- |
2023-12-31 |
21,812 |
$422,000 |
-2,820 |
|
Sontag Advisory LLC |
464 |
*New |
2024-03-31 |
20,429 |
$404,000 |
20,429 |
|
Callan Family Office LLC |
68 |
- |
2024-03-31 |
18,727 |
$370,000 |
-10,515 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
18,410 |
$356,000 |
820 |
|
DAVIDSON D A & CO |
1088 |
- |
2023-12-31 |
17,428 |
$337,000 |
-28 |
|
Crabel Capital Management LLC |
102 |
*New |
2023-12-31 |
14,995 |
$290,000 |
14,995 |
|
CITADEL ADVISORS LLC |
4128 |
*New |
2023-12-31 |
14,677 |
$284,000 |
14,677 |
|
SPINNAKER TRUST |
245 |
- |
2024-03-31 |
13,442 |
$266,000 |
0 |
|
MULTIFINANCIAL SECURITIES CORP |
1491 |
- |
2023-12-31 |
13,591 |
$263,000 |
2,422 |
|
RESOLUTE FINANCIAL LLC |
92 |
*New |
2022-12-31 |
11,893 |
$262,000 |
11,893 |
|
MONECO Advisors LLC |
340 |
*New |
2024-03-31 |
12,919 |
$255,000 |
12,919 |
|
OHE FINANCIAL INC |
217 |
- |
2023-12-31 |
12,891 |
$250,000 |
-454 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
435 |
- |
2024-03-31 |
12,179 |
$241,000 |
-243 |
|
H D Vest Advisory Services |
1425 |
- |
2024-03-31 |
12,107 |
$239,000 |
617 |
|
Modern Wealth Management LLC |
163 |
- |
2023-12-31 |
12,301 |
$238,000 |
0 |
|
PRUDENTIAL FINANCIAL INC |
2401 |
*New |
2023-12-31 |
11,518 |
$223,000 |
11,518 |
|
Advisor Group Holdings Inc. |
3587 |
- |
2024-03-31 |
10,868 |
$215,000 |
-7,500 |
|
CAP Partners LLC |
111 |
- |
2024-03-31 |
10,682 |
$211,000 |
-115 |
|
INVESCO LTD |
3440 |
- |
2023-12-31 |
10,458 |
$202,000 |
-4,409 |
|
Wealth Group Ltd. |
147 |
- |
2024-03-31 |
10,096 |
$200,000 |
0 |
|
Accordant Advisory Group Inc |
81 |
- |
2024-03-31 |
10,040 |
$198,000 |
0 |
|
COMERICA BANK |
2339 |
- |
2023-12-31 |
8,025 |
$155,000 |
-3,604 |
|
PRINCIPAL SECURITIES INC. |
1117 |
- |
2024-03-31 |
7,601 |
$150,000 |
5,845 |
|
Qube Research & Technologies Ltd |
2665 |
- |
2023-12-31 |
5,647 |
$109,000 |
-1,251 |
|
Anfield Capital Management LLC |
104 |
*New |
2024-03-31 |
2,624 |
$52,000 |
2,624 |
|
CWM LLC |
2419 |
- |
2024-03-31 |
2,031 |
$40,000 |
-312 |
|
US BANCORP |
2879 |
*New |
2024-03-31 |
1,625 |
$32,000 |
1,625 |
|
AdvisorNet Financial Inc |
947 |
- |
2024-03-31 |
1,571 |
$31,000 |
1,384 |
|
Banque Cantonale Vaudoise |
871 |
- |
2024-03-31 |
1,091 |
$22,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1846 |
- |
2023-12-31 |
1,077 |
$21,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3449 |
- |
2024-03-31 |
970 |
$19,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2576 |
- |
2023-12-31 |
684 |
$13,000 |
-66 |
|
|
100 Records found
|
1
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