|
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 :
|
|
|
0.05 (0.24%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
312 |
- |
2023-12-31 |
8,618,976 |
$166,863,000 |
-35,037 |
|
Metis Global Partners LLC |
6 |
- |
2023-12-31 |
3,293,333 |
$63,759,000 |
866,255 |
|
SEI INVESTMENTS CO |
265 |
- |
2023-12-31 |
2,632,992 |
$50,974,000 |
-10,750 |
|
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 |
|
Orion Portfolio Solutions LLC |
97 |
- |
2023-12-31 |
960,849 |
$18,419,000 |
107,941 |
|
CLS INVESTMENT FIRM LLC |
64 |
- |
2022-12-31 |
806,058 |
$17,782,000 |
19,151 |
|
Financial & Tax Architects LLC |
|
- |
2023-12-31 |
839,483 |
$16,252,000 |
13,388 |
|
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 |
|
ENVESTNET ASSET MANAGEMENT INC |
2124 |
- |
2023-12-31 |
180,750 |
$3,499,000 |
-97,745 |
|
Resonant Capital Advisors LLC |
63 |
- |
2023-12-31 |
177,818 |
$3,443,000 |
79,453 |
|
LPL FINANCIAL CORP |
1988 |
- |
2023-12-31 |
169,718 |
$3,286,000 |
-14,528 |
|
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 |
|
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 |
|
Ronald Blue Trust Inc. |
124 |
- |
2023-12-31 |
78,525 |
$1,658,000 |
-23,886 |
|
SigFig Wealth Management LLC |
86 |
- |
2023-12-31 |
84,089 |
$1,628,000 |
-13,556 |
|
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 |
|
JANE STREET GROUP LLC |
2957 |
- |
2023-12-31 |
63,586 |
$1,231,000 |
-35,492 |
|
PARKSIDE FINANCIAL BANK & TRUST |
78 |
*New |
2023-12-31 |
63,066 |
$1,221,000 |
63,066 |
|
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 |
1333 |
- |
2024-03-31 |
56,085 |
$1,109,000 |
0 |
|
ADVISORY SERVICES NETWORK, LLC |
610 |
- |
2023-12-31 |
54,404 |
$1,053,000 |
-2 |
|
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 |
|
PROEQUITIES INC. |
310 |
- |
2023-12-31 |
46,248 |
$895,000 |
-4,184 |
|
Braun-Bostich & Associates Inc. |
33 |
- |
2023-12-31 |
45,301 |
$877,000 |
45,301 |
|
MBL Wealth LLC |
95 |
- |
2024-03-31 |
43,981 |
$870,000 |
3,793 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3008 |
- |
2023-12-31 |
43,922 |
$850,000 |
-184,613 |
|
RAYMOND JAMES & ASSOCIATES |
2678 |
- |
2024-03-31 |
42,856 |
$847,000 |
-7,382 |
|
AlphaStar Capital Management LLC |
127 |
- |
2023-12-31 |
43,419 |
$841,000 |
24,124 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1882 |
- |
2024-03-31 |
40,229 |
$795,000 |
23,084 |
|
LEUTHOLD WEEDEN CAPITAL MANAGEMENT LLC |
133 |
- |
2023-12-31 |
40,427 |
$783,000 |
3,443 |
|
FINANCIAL NETWORK |
1612 |
*New |
2023-12-31 |
36,645 |
$709,000 |
36,645 |
|
Retirement Group LLC |
53 |
- |
2023-12-31 |
36,458 |
$706,000 |
-324 |
|
Bruce G. Allen Investments LLC |
26 |
- |
2024-03-31 |
32,492 |
$642,000 |
-4,035 |
|
Walkner Condon Financial Advisors LLC |
130 |
- |
2024-03-31 |
32,114 |
$634,000 |
1,257 |
|
HOLLENCREST SECURITIES LLC |
165 |
- |
2023-12-31 |
32,661 |
$632,000 |
5,324 |
|
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 |
|
Callan Family Office LLC |
52 |
- |
2023-12-31 |
29,242 |
$566,000 |
-48,596 |
|
Winthrop Capital Management LLC |
91 |
- |
2023-12-31 |
27,484 |
$532,000 |
0 |
|
Austin Asset Management Co Inc |
37 |
- |
2024-03-31 |
26,150 |
$517,000 |
0 |
|
AVAII WEALTH MANAGEMENT LLC |
67 |
- |
2023-12-31 |
26,525 |
$514,000 |
1,115 |
|
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 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
167 |
- |
2023-12-31 |
20,679 |
$400,000 |
736 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
18,410 |
$356,000 |
820 |
|
Advisor Group Holdings Inc. |
3431 |
- |
2023-12-31 |
18,368 |
$356,000 |
6,572 |
|
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 |
|
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 |
|
SPINNAKER TRUST |
243 |
- |
2023-12-31 |
13,442 |
$260,000 |
0 |
|
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. |
417 |
*New |
2023-12-31 |
12,422 |
$240,000 |
12,422 |
|
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 |
|
H D Vest Advisory Services |
1410 |
- |
2023-12-31 |
11,490 |
$222,000 |
-2,285 |
|
BURNS WEALTH MANAGEMENT, INC. |
454 |
*New |
2023-12-31 |
11,228 |
$217,000 |
11,228 |
|
CAP Partners LLC |
111 |
- |
2024-03-31 |
10,682 |
$211,000 |
-115 |
|
Csenge Advisory Group |
619 |
*New |
2023-12-31 |
10,526 |
$204,000 |
10,526 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
1088 |
- |
2023-12-31 |
10,550 |
$204,000 |
-3,748 |
|
INVESCO LTD |
3440 |
- |
2023-12-31 |
10,458 |
$202,000 |
-4,409 |
|
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 |
|
Qube Research & Technologies Ltd |
2665 |
- |
2023-12-31 |
5,647 |
$109,000 |
-1,251 |
|
CWM LLC |
2419 |
- |
2024-03-31 |
2,031 |
$40,000 |
-312 |
|
PRINCIPAL SECURITIES INC. |
1626 |
- |
2023-12-31 |
1,756 |
$34,000 |
0 |
|
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 |
3419 |
- |
2023-12-31 |
970 |
$19,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2576 |
- |
2023-12-31 |
684 |
$13,000 |
-66 |
|
SIMPLEX TRADING LLC |
1803 |
*New |
2024-03-31 |
627 |
$12,000 |
627 |
|
J P MORGAN CHASE & CO |
5080 |
- |
2023-12-31 |
465 |
$9,000 |
130 |
|
|
100 Records found
|
1
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Page 1 of 1 |
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