|
Institutional
Holders
Total
Institutions:
|
337 18 |
|
Total
shares held :
|
52,019,229 |
|
% of shares
held :
|
80.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
62 |
|
Amount
of shares held :
|
2,022,771 |
|
% of shares
held change :
|
3.14% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$65.80 |
|
Last
Quarter's Ending
Price :
|
$74.58 |
|
Last
Quarter's Average
Price :
|
$68.53 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.21 (0.31%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
56 |
- |
2023-12-31 |
10,511,837 |
$783,973,000 |
547,325 |
|
LPL FINANCIAL CORP |
156 |
- |
2023-12-31 |
2,686,601 |
$200,367,000 |
60,571 |
|
Envestnet Portfolio Solutions Inc. |
36 |
- |
2023-12-31 |
2,148,695 |
$160,250,000 |
45,878 |
|
LINCOLN NATIONAL CORP |
9 |
- |
2023-12-31 |
2,023,505 |
$150,913,000 |
94,217 |
|
BANK OF AMERICA CORP /DE/ |
852 |
- |
2023-12-31 |
1,310,542 |
$97,740,000 |
21,626 |
|
MORGAN STANLEY |
1168 |
- |
2023-12-31 |
1,306,547 |
$97,442,000 |
98,622 |
|
BANK OF NEW YORK MELLON CORP |
706 |
- |
2024-03-31 |
1,268,089 |
$91,721,000 |
145,493 |
|
GOLDMAN SACHS GROUP INC/ |
779 |
- |
2023-12-31 |
1,004,536 |
$74,918,000 |
10,487 |
|
ROYAL BANK OF CANADA |
597 |
- |
2023-12-31 |
884,673 |
$65,980,000 |
2,101 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
80 |
- |
2023-12-31 |
820,265 |
$61,585,000 |
405,561 |
|
PNC FINANCIAL SERVICES GROUP INC |
270 |
- |
2023-12-31 |
611,830 |
$45,630,000 |
155,321 |
|
Greystone Financial Group LLC |
1 |
- |
2024-03-31 |
549,845 |
$39,770,000 |
281,743 |
|
JANNEY MONTGOMERY SCOTT LLC |
221 |
- |
2023-12-31 |
374,001 |
$27,893,000 |
12,942 |
|
Carolina Wealth Advisors LLC |
1 |
- |
2024-03-31 |
343,035 |
$24,812,000 |
23,299 |
|
Cetera Investment Advisers |
111 |
- |
2023-12-31 |
292,455 |
$21,811,000 |
27,012 |
|
COUNTRY TRUST BANK |
67 |
- |
2024-03-31 |
294,163 |
$21,277,000 |
37,637 |
|
Atria Wealth Solutions Inc. |
76 |
- |
2023-12-31 |
284,274 |
$21,201,000 |
55,460 |
|
Sterling Financial Group Inc. |
5 |
- |
2024-03-31 |
240,861 |
$17,421,000 |
109,011 |
|
Capital Advisors Wealth Management LLC |
11 |
- |
2024-03-31 |
226,477 |
$16,381,000 |
56,722 |
|
BB&T CORP |
469 |
- |
2023-12-31 |
210,932 |
$15,731,000 |
22,231 |
|
MML INVESTORS SERVICES LLC |
273 |
- |
2023-12-31 |
210,186 |
$15,676,000 |
12,592 |
|
FISCHER INVESTMENT STRATEGIES LLC |
2 |
- |
2023-12-31 |
200,913 |
$14,984,000 |
45,454 |
|
HILLTOP WEALTH ADVISORS LLC |
5 |
- |
2024-03-31 |
196,218 |
$14,192,000 |
1,458 |
|
Change Path LLC |
30 |
- |
2023-12-31 |
160,633 |
$11,980,000 |
20,017 |
|
STIFEL FINANCIAL CORP |
710 |
- |
2023-12-31 |
158,644 |
$11,832,000 |
13,815 |
|
WEBSTERROGERS FINANCIAL ADVISORS LLC |
6 |
- |
2023-12-31 |
157,344 |
$11,735,000 |
52,686 |
|
Orion Portfolio Solutions LLC |
154 |
- |
2023-12-31 |
155,695 |
$11,434,000 |
21,496 |
|
FINANCIAL NETWORK |
317 |
- |
2023-12-31 |
150,474 |
$11,222,000 |
38,725 |
|
VANGUARD GROUP INC |
2902 |
- |
2023-12-31 |
145,069 |
$10,819,000 |
51,335 |
|
Private Advisor Group LLC |
239 |
- |
2023-12-31 |
137,950 |
$10,288,000 |
3,799 |
|
PRUDENTIAL FINANCIAL INC |
659 |
- |
2023-12-31 |
134,368 |
$10,021,000 |
6,531 |
|
ATRIA INVESTMENTS LLC |
198 |
- |
2023-12-31 |
108,274 |
$8,075,000 |
23,744 |
|
Second Half Financial Partners LLC |
5 |
- |
2023-12-31 |
103,636 |
$7,729,000 |
82,333 |
|
AE Wealth Management LLC |
464 |
- |
2023-12-31 |
104,967 |
$7,562,000 |
16,855 |
|
Hedeker Wealth Management Group LLC |
13 |
- |
2024-03-31 |
99,334 |
$7,185,000 |
9,459 |
|
Evolution Advisers Inc. |
8 |
- |
2023-12-31 |
94,904 |
$7,032,000 |
4,858 |
|
Bay Harbor Wealth Management LLC |
13 |
- |
2024-03-31 |
95,330 |
$6,895,000 |
9,329 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
936 |
- |
2023-12-31 |
87,987 |
$6,562,000 |
4,101 |
|
Goss Wealth Management LLC |
289 |
- |
2023-12-31 |
88,985 |
$6,521,000 |
32,150 |
|
Madrona Financial Services LLC |
11 |
- |
2024-03-31 |
89,978 |
$6,508,000 |
25,458 |
|
Safir Wealth Advisors LLC |
8 |
- |
2024-03-31 |
86,733 |
$6,273,000 |
6,924 |
|
H D Vest Advisory Services |
236 |
- |
2023-12-31 |
84,023 |
$6,266,000 |
54,558 |
|
Parker Financial LLC |
8 |
- |
2024-03-31 |
77,705 |
$5,620,000 |
7,711 |
|
EverSource Wealth Advisors LLC |
47 |
- |
2023-12-31 |
73,794 |
$5,503,000 |
8,305 |
|
J P MORGAN CHASE & CO |
2378 |
- |
2023-12-31 |
73,450 |
$5,478,000 |
205 |
|
Visionary Horizons LLC |
7 |
- |
2024-03-31 |
78,189 |
$5,429,000 |
5,574 |
|
PROEQUITIES INC. |
54 |
- |
2023-12-31 |
70,771 |
$5,278,000 |
657 |
|
SigFig Wealth Management LLC |
52 |
- |
2023-12-31 |
69,493 |
$5,183,000 |
2,259 |
|
MASSMUTUAL TRUST CO FSB/ADV |
127 |
- |
2024-03-31 |
68,402 |
$4,948,000 |
1,303 |
|
Aspire Private Capital LLC |
21 |
- |
2024-03-31 |
62,946 |
$4,553,000 |
6,542 |
|
Leeward Financial Partners LLC |
18 |
- |
2024-03-31 |
62,481 |
$4,519,000 |
4,852 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
213 |
- |
2023-12-31 |
59,402 |
$4,431,000 |
58,376 |
|
C2P Capital Advisory Group LLC d.b.a. Prosperity C |
34 |
- |
2023-12-31 |
58,173 |
$4,339,000 |
10,413 |
|
Evergreen Wealth Management LLC |
10 |
- |
2023-12-31 |
57,742 |
$4,306,000 |
26,644 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
29 |
- |
2024-03-31 |
49,899 |
$3,609,000 |
7,284 |
|
CITIGROUP INC |
1269 |
- |
2023-12-31 |
47,579 |
$3,548,000 |
8,164 |
|
MULTIFINANCIAL SECURITIES CORP |
356 |
- |
2023-12-31 |
47,087 |
$3,512,000 |
11,430 |
|
Sovereign Financial Group Inc. |
21 |
- |
2024-03-31 |
48,130 |
$3,481,000 |
555 |
|
Wealthfront Advisers LLC |
380 |
- |
2024-03-31 |
43,006 |
$3,111,000 |
8,163 |
|
Harwood Advisory Group LLC |
36 |
- |
2023-12-31 |
40,411 |
$3,014,000 |
30,173 |
|
Main Line Retirement Advisors LLC |
12 |
- |
2024-03-31 |
41,560 |
$3,006,000 |
3,334 |
|
FIRST HEARTLAND CONSULTANTS INC |
71 |
- |
2023-12-31 |
38,614 |
$2,880,000 |
625 |
|
FINANCIAL ENGINES ADVISORS L.L.C. |
130 |
- |
2023-12-31 |
34,595 |
$2,580,000 |
26,006 |
|
Tranquilli Financial Advisor LLC |
10 |
- |
2023-12-31 |
32,867 |
$2,451,000 |
32,867 |
|
Elevated Capital Advisors LLC |
47 |
- |
2024-03-31 |
32,498 |
$2,351,000 |
4,854 |
|
Arcadia Wealth Management LLC |
|
- |
2023-12-31 |
30,790 |
$2,296,000 |
2,475 |
|
Coombe Bender & Co LLC |
24 |
- |
2023-12-31 |
29,971 |
$2,235,000 |
7,000 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
731 |
- |
2023-12-31 |
29,635 |
$2,210,000 |
11,211 |
|
CREATIVE PLANNING |
904 |
- |
2023-12-31 |
27,737 |
$2,069,000 |
283 |
|
Strategic Investment Advisors / MI |
59 |
- |
2024-03-31 |
27,115 |
$1,961,000 |
4,856 |
|
Kestra Advisory Services LLC |
796 |
- |
2023-12-31 |
26,204 |
$1,954,000 |
1,959 |
|
Galvin Gaustad & Stein LLC |
71 |
- |
2024-03-31 |
25,818 |
$1,867,000 |
8,656 |
|
HOHIMER WEALTH MANAGEMENT LLC |
71 |
- |
2023-12-31 |
24,187 |
$1,804,000 |
6,570 |
|
Secure Asset Management LLC |
|
- |
2023-12-31 |
24,037 |
$1,793,000 |
1,658 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
47 |
- |
2024-03-31 |
22,075 |
$1,597,000 |
790 |
|
KARPUS MANAGEMENT INC |
178 |
- |
2023-12-31 |
20,750 |
$1,548,000 |
7,720 |
|
Independence Bank of Kentucky |
61 |
- |
2024-03-31 |
20,866 |
$1,509,000 |
12,145 |
|
DAVIDSON D A & CO |
598 |
- |
2023-12-31 |
19,222 |
$1,434,000 |
3,549 |
|
HARBOUR INVESTMENTS INC. |
294 |
- |
2023-12-31 |
19,203 |
$1,432,000 |
3,887 |
|
Prudent Man Advisors LLC |
35 |
- |
2023-12-31 |
19,035 |
$1,420,000 |
3,845 |
|
Bleakley Financial Group LLC |
|
- |
2023-12-31 |
18,475 |
$1,378,000 |
18,475 |
|
Sawtooth Asset Management Inc. |
374 |
- |
2023-12-31 |
18,475 |
$1,378,000 |
18,475 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
32 |
- |
2023-12-31 |
17,977 |
$1,341,000 |
141 |
|
Treynor Bancshares Inc. |
39 |
- |
2023-12-31 |
17,150 |
$1,279,000 |
9,300 |
|
HT PARTNERS LLC |
21 |
- |
2024-03-31 |
17,036 |
$1,232,000 |
1,909 |
|
Foundations Investment Advisors LLC |
287 |
- |
2023-12-31 |
15,154 |
$1,127,000 |
11,515 |
|
NWAM LLC |
225 |
- |
2023-12-31 |
13,745 |
$1,025,000 |
13,745 |
|
VALMARK ADVISERS INC |
246 |
- |
2023-12-31 |
13,731 |
$1,024,000 |
2,243 |
|
MARINER WEALTH ADVISORS, LLC |
1418 |
- |
2023-12-31 |
13,651 |
$1,018,000 |
1,858 |
|
SUTTON PLACE INVESTORS LLC |
60 |
- |
2024-03-31 |
13,967 |
$1,010,000 |
10,553 |
|
ANDERSON FISHER LLC |
37 |
- |
2024-03-31 |
12,917 |
$934,000 |
1,427 |
|
Bennett Associates Wealth Management |
21 |
- |
2024-03-31 |
12,903 |
$933,000 |
518 |
|
CABANA LLC |
10 |
- |
2023-12-31 |
12,071 |
$900,000 |
12,071 |
|
Capital Investment Advisors LLC |
299 |
- |
2024-03-31 |
12,330 |
$892,000 |
119 |
|
Garden State Investment Advisory Services LLC |
60 |
- |
2023-12-31 |
11,932 |
$890,000 |
150 |
|
WOODWARD DIVERSIFIED CAPITAL LLC |
51 |
- |
2023-12-31 |
11,126 |
$830,000 |
11,126 |
|
RFG Advisory Group LLC |
389 |
- |
2024-03-31 |
11,215 |
$811,000 |
4,916 |
|
Stordahl Capital Management Inc. |
30 |
- |
2024-03-31 |
10,404 |
$753,000 |
117 |
|
HIGHTOWER ADVISORS, LLC |
2031 |
- |
2023-12-31 |
9,185 |
$686,000 |
2,307 |
|
AMG NATIONAL TRUST BANK |
318 |
- |
2023-12-31 |
8,984 |
$670,000 |
2,082 |
|
|
100 Records found
|
1
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