|
Institutional
Holders
Total
Institutions:
|
1345 27 |
|
Total
shares held :
|
844,255,914 |
|
% of shares
held :
|
93.81% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
205 |
|
Amount
of shares held :
|
28,471,101 |
|
% of shares
held change :
|
3.16% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$69.11 |
|
Last
Quarter's Ending
Price :
|
$73.55 |
|
Last
Quarter's Average
Price :
|
$70.60 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.75 (1.06%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
110
|
3,496,944
|
0.41%
|
|
|
Increased
Positions : |
618
|
71,519,852
|
8.47%
|
|
|
Unchanged
Positions : |
177
|
13,201,715
|
1.56%
|
|
|
Decreased
Positions : |
440
|
-42,331,410
|
-5.01%
|
|
|
Closed
Positions : |
83
|
-4,214,285
|
-0.5%
|
|
|
Guru
Positions : |
1
|
73,274
|
0.01%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SageView Advisory Group LLC |
612 |
*Closed |
2023-12-31 |
0 |
$0 |
-102,068 |
|
Sunesis Advisors LLC |
74 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,029 |
|
Canvas Wealth Advisors LLC |
147 |
*Closed |
2024-03-31 |
0 |
$0 |
-23,124 |
|
FLOW TRADERS U.S. LLC |
799 |
*Closed |
2023-12-31 |
0 |
$0 |
-18,919 |
|
Sterling Investment Counsel LLC |
172 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,785 |
|
AMERICAN NATIONAL BANK |
477 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,641 |
|
V Wealth ManagementLLC |
123 |
*Closed |
2023-09-30 |
0 |
$0 |
-3,076 |
|
Red Spruce Capital LLC |
87 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,364 |
|
PRAIRIEVIEW WEALTH PARTNERS LLC |
18 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,143 |
|
All Season Financial Advisors Inc. |
109 |
*Closed |
2024-03-31 |
0 |
$0 |
-16,324 |
|
Sterling Group Wealth Management LLC |
14 |
*Closed |
2024-03-31 |
0 |
$0 |
-9,614 |
|
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV |
|
*Closed |
2023-12-31 |
0 |
$0 |
-2,908 |
|
Almanack Investment Partners LLC. |
159 |
*Closed |
2023-12-31 |
0 |
$0 |
-6,986 |
|
Resurgent Financial Advisors LLC |
501 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,104 |
|
KAVAR CAPITAL PARTNERS GROUP LLC |
155 |
*Closed |
2023-12-31 |
0 |
$0 |
-111,423 |
|
Buck Wealth Strategies LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-80 |
|
McGlone Suttner Wealth Management Inc. |
341 |
*Closed |
2024-03-31 |
0 |
$0 |
-82 |
|
Koss-Olinger Consulting LLC |
68 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,111 |
|
RIA Advisory Group LLC |
134 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,166 |
|
Moss Adams Wealth Advisors LLC |
147 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,015 |
|
Financial & Tax Architects LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-85,387 |
|
First County Bank /CT/ |
163 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,194 |
|
Pathway Financial Advisors LLC |
172 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,065 |
|
CHANNEL WEALTH LLC |
179 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,466 |
|
Lloyd Advisory Services LLC. |
134 |
*Closed |
2024-03-31 |
0 |
$0 |
-20,539 |
|
VESTOR CAPITAL CORP |
247 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,394 |
|
Hillcrest Wealth Advisors - NY LLC |
48 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,047 |
|
Cable Hill Partners LLC |
169 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,215 |
|
ARLINGTON PARTNERS LLC |
93 |
*Closed |
2024-03-31 |
0 |
$0 |
-279,604 |
|
NorthRock Partners LLC |
383 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,033 |
|
BKM Wealth Management LLC |
312 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,104 |
|
PRW Wealth Management LLC |
111 |
*Closed |
2023-09-30 |
0 |
$0 |
-140,660 |
|
Claraphi Advisory Network LLC |
181 |
*Closed |
2022-12-31 |
0 |
$0 |
-7,384 |
|
PINNACLE FINANCIAL PARTNERS INC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-3,831 |
|
AIRE ADVISORS LLC |
153 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,069 |
|
EAGLE WEALTH STRATEGIES LLC |
100 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,706 |
|
QUANTITATIVE ADVANTAGE LLC |
118 |
*Closed |
2023-03-31 |
0 |
$0 |
-16,851 |
|
Platte River Wealth Advisors LLC |
89 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,202 |
|
Planned Solutions Inc. |
355 |
*Closed |
2024-03-31 |
0 |
$0 |
-298 |
|
Delphia (USA) Inc. |
3 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,899 |
|
Inscription Capital LLC |
206 |
*Closed |
2024-03-31 |
0 |
$0 |
-129,533 |
|
Coyle Financial Counsel Inc. |
71 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,149 |
|
Toroso Investments LLC |
1490 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,686 |
|
GoalVest Advisory LLC |
429 |
*Closed |
2024-03-31 |
0 |
$0 |
-208 |
|
Coppell Advisory Solutions Corp. |
918 |
*Closed |
2023-03-31 |
0 |
$0 |
-1,031 |
|
COLTON GROOME FINANCIAL ADVISORS LLC |
126 |
*Closed |
2024-03-31 |
0 |
$0 |
-7,752 |
|
Meridian Wealth Management LLC |
402 |
*Closed |
2024-03-31 |
0 |
$0 |
-86,990 |
|
General Partner Inc. |
168 |
*Closed |
2024-03-31 |
0 |
$0 |
-45,400 |
|
KilterHowling LLC |
50 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,254 |
|
True Wealth Design LLC |
599 |
*Closed |
2023-12-31 |
0 |
$0 |
-165 |
|
Family Investment Center Inc. |
81 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,838 |
|
CANTOR FITZGERALD L. P. |
400 |
*Closed |
2023-12-31 |
0 |
$0 |
-41,842 |
|
CONNING ASSET MANAGEMENT CO. |
336 |
*Closed |
2024-03-31 |
0 |
$0 |
-119,575 |
|
OLD NATIONAL BANCORP /IN/ |
669 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,910 |
|
Headlands Technologies LLC |
1168 |
*Closed |
2023-12-31 |
0 |
$0 |
-541 |
|
CYPRESS CAPITAL MANAGEMENT LLC |
121 |
*Closed |
2022-12-31 |
0 |
$0 |
-6,940 |
|
JANE STREET GROUP LLC |
5748 |
*Closed |
2023-12-31 |
0 |
$0 |
-64,157 |
|
ATLAS CAPITAL ADVISORS LLC |
861 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,885 |
|
Level Financial Advisors Inc. |
139 |
*Closed |
2024-03-31 |
0 |
$0 |
-7 |
|
VERITABLE LP |
518 |
*Closed |
2023-09-30 |
0 |
$0 |
-9,488 |
|
Sollinda Capital Management LLC |
92 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,525 |
|
METROPOLITAN LIFE INSURANCE CO/NY |
2394 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,039,542 |
|
Affinity Capital Advisors LLC |
151 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,909 |
|
Financial Planning & Information Services Inc. |
86 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,334 |
|
Ten Capital Wealth Advisors LLC |
381 |
*Closed |
2023-06-30 |
0 |
$0 |
-443 |
|
RS CRUM INC. |
82 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,347 |
|
Nemes Rush Group LLC |
668 |
*Closed |
2023-12-31 |
0 |
$0 |
-176 |
|
Iron Horse Wealth Management LLC |
484 |
*Closed |
2024-03-31 |
0 |
$0 |
-2 |
|
Calton & Associates Inc. |
227 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,883 |
|
SFG Wealth Management LLC. |
105 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,302 |
|
Fairhaven Wealth Management LLC |
122 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,479 |
|
BlueSky Wealth Advisors LLC |
69 |
*Closed |
2024-03-31 |
0 |
$0 |
-157,788 |
|
Consolidated Planning Corp |
181 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,143 |
|
MOLLER FINANCIAL SERVICES |
52 |
*Closed |
2024-03-31 |
0 |
$0 |
-177,377 |
|
Rollins Financial |
107 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,120 |
|
Capital Financial Planning LLC |
97 |
*Closed |
2023-09-30 |
0 |
$0 |
-3,055 |
|
BANK OF NOVA SCOTIA / |
1017 |
*Closed |
2023-12-31 |
0 |
$0 |
-38,169 |
|
Cedrus LLC |
156 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,816 |
|
Cornell Pochily Investment Advisors Inc. |
174 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,953 |
|
SMI Advisory Services LLC |
74 |
*Closed |
2024-03-31 |
0 |
$0 |
-12,729 |
|
CarsonAllaria Wealth Management Ltd. |
369 |
*Closed |
2023-12-31 |
0 |
$0 |
-572 |
|
MERIDIAN MANAGEMENT CO |
105 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,851 |
|
Virginia National Bank |
38 |
*Closed |
2023-09-30 |
0 |
$0 |
-5,573 |
|
Advisor Resource Council |
426 |
*Closed |
2024-03-31 |
0 |
$0 |
-13,904 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
533 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,978 |
|
Syntal Capital Partners LLC |
69 |
*Closed |
2023-12-31 |
0 |
$0 |
-9,595 |
|
Stonehage Fleming Financial Services Holdings Ltd |
254 |
*Closed |
2023-12-31 |
0 |
$0 |
-8,555 |
|
F3Logic LLC |
194 |
*Closed |
2022-12-31 |
0 |
$0 |
-3,401 |
|
AFS Financial Group LLC |
|
*Closed |
2023-12-31 |
0 |
$0 |
-7,566 |
|
Trellis Advisors LLC |
74 |
*Closed |
2023-12-31 |
0 |
$0 |
-247,802 |
|
Halpern Financial Inc. |
243 |
*Closed |
2024-03-31 |
0 |
$0 |
-13 |
|
Ford Financial Group Inc. |
64 |
*Closed |
2023-03-31 |
0 |
$0 |
-19,595 |
|
MOULTON WEALTH MANAGEMENT INC |
26 |
*Closed |
2024-03-31 |
0 |
$0 |
-8,996 |
|
STEPHENSON NATIONAL BANK & TRUST |
287 |
*Closed |
2024-03-31 |
0 |
$0 |
-982 |
|
Kowal Investment Group LLC |
186 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,223 |
|
Pasadena Private Wealth LLC |
158 |
*Closed |
2024-03-31 |
0 |
$0 |
-2,852 |
|
SYM FINANCIAL CORPORATION |
203 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,842 |
|
ANNEX ADVISORY SERVICES, LLC |
311 |
*Closed |
2024-03-31 |
0 |
$0 |
-46,915 |
|
Laidlaw Wealth Management LLC |
264 |
*Closed |
2023-12-31 |
0 |
$0 |
-17,923 |
|
COOKSON PEIRCE & CO INC |
241 |
*Closed |
2024-03-31 |
0 |
$0 |
-4,271 |
|
|
100 Records found
|
1
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