|
Institutional
Holders
Total
Institutions:
|
152 4 |
|
Total
shares held :
|
23,528,145 |
|
% of shares
held :
|
26.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
28 |
|
Amount
of shares held :
|
3,491,563 |
|
% of shares
held change :
|
3.88% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$22.46 |
|
Last
Quarter's Ending
Price :
|
$22.72 |
|
Last
Quarter's Average
Price :
|
$22.55 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.16 (0.69%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Mirador Capital Partners LP |
1 |
- |
2024-03-31 |
3,560,590 |
$80,932,000 |
178,531 |
|
UBS Group AG |
801 |
- |
2023-12-31 |
1,642,120 |
$37,301,000 |
349,604 |
|
GOLDMAN SACHS GROUP INC/ |
1360 |
*New |
2023-12-31 |
1,164,614 |
$26,454,000 |
1,164,614 |
|
MORGAN STANLEY |
2600 |
- |
2023-12-31 |
951,311 |
$21,609,000 |
-57,689 |
|
ENVESTNET ASSET MANAGEMENT INC |
1068 |
- |
2023-12-31 |
827,095 |
$18,787,000 |
33,347 |
|
WELLS FARGO & CO/MN |
1120 |
- |
2023-12-31 |
826,793 |
$18,781,000 |
32,110 |
|
LPL FINANCIAL CORP |
975 |
- |
2023-12-31 |
710,930 |
$16,149,000 |
206,788 |
|
MULTIFINANCIAL SECURITIES CORP |
105 |
- |
2023-12-31 |
654,331 |
$14,863,000 |
210,549 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
158 |
- |
2023-12-31 |
595,414 |
$13,525,000 |
67,195 |
|
Asset Dedication LLC |
21 |
- |
2024-03-31 |
499,415 |
$11,351,000 |
-129,590 |
|
MILESTONE ASSET MANAGEMENT LLC |
6 |
- |
2024-03-31 |
486,011 |
$11,047,000 |
459,877 |
|
CAPTRUST FINANCIAL ADVISORS |
357 |
- |
2023-12-31 |
470,999 |
$10,699,000 |
41,813 |
|
Integrated Wealth Concepts LLC |
142 |
- |
2023-12-31 |
448,203 |
$10,181,000 |
-71,739 |
|
COLLECTIVE FAMILY OFFICE LLC |
2 |
- |
2024-03-31 |
446,638 |
$10,152,000 |
-702 |
|
BANK OF AMERICA CORP /DE/ |
2382 |
- |
2023-12-31 |
435,886 |
$9,901,000 |
14,026 |
|
CWM LLC |
289 |
- |
2024-03-31 |
432,224 |
$9,824,000 |
23,860 |
|
Migdal Insurance & Financial Holdings Ltd. |
75 |
- |
2023-12-31 |
432,357 |
$9,821,000 |
88,307 |
|
Intrua Financial LLC |
8 |
- |
2023-03-31 |
434,612 |
$9,714,000 |
107,490 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
836 |
- |
2024-03-31 |
403,536 |
$9,172,000 |
29,480 |
|
Ironwood Wealth Management llc |
12 |
- |
2024-03-31 |
368,209 |
$8,369,000 |
-76,398 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
50 |
- |
2023-12-31 |
315,455 |
$7,166,000 |
4,790 |
|
Private Advisor Group LLC |
328 |
- |
2023-12-31 |
315,026 |
$7,156,000 |
46,738 |
|
Advisor Group Holdings Inc. |
985 |
- |
2023-12-31 |
310,209 |
$7,046,000 |
48,735 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
282,918 |
$6,426,000 |
3,780 |
|
Kaye Capital Management |
11 |
- |
2024-03-31 |
277,082 |
$6,298,000 |
-70,027 |
|
OLD SECOND NATIONAL BANK OF AURORA |
12 |
- |
2023-12-31 |
267,102 |
$6,067,000 |
-3,021 |
|
SFE INVESTMENT COUNSEL |
26 |
- |
2023-12-31 |
235,429 |
$5,348,000 |
-37,971 |
|
JANNEY MONTGOMERY SCOTT LLC |
700 |
- |
2023-12-31 |
234,946 |
$5,337,000 |
-3,214 |
|
Wright Fund Managment LLC |
|
- |
2023-12-31 |
209,800 |
$4,766,000 |
0 |
|
JANE STREET GROUP LLC |
1523 |
- |
2023-12-31 |
208,744 |
$4,742,000 |
100,762 |
|
MERCER GLOBAL ADVISORS INC /ADV |
488 |
- |
2023-12-31 |
207,226 |
$4,707,000 |
-40,103 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1146 |
- |
2023-12-31 |
197,728 |
$4,491,000 |
10,950 |
|
Werba Rubin Papier Wealth Management |
|
- |
2023-12-31 |
195,634 |
$4,444,000 |
3,982 |
|
BANTA ASSET MANAGEMENT LP |
7 |
- |
2023-12-31 |
187,035 |
$4,249,000 |
-300 |
|
Oder Investment Management LLC |
4 |
- |
2023-12-31 |
184,952 |
$4,201,000 |
2,286 |
|
Verity Asset Management Inc. |
5 |
*New |
2023-12-31 |
173,794 |
$3,948,000 |
173,794 |
|
PROSPERA FINANCIAL SERVICES |
212 |
- |
2023-12-31 |
147,685 |
$3,355,000 |
-10,066 |
|
RAYMOND JAMES & ASSOCIATES |
1858 |
- |
2024-03-31 |
141,743 |
$3,222,000 |
16,126 |
|
WEALTHSOURCE PARTNERS LLC |
79 |
- |
2023-12-31 |
138,794 |
$3,153,000 |
19,610 |
|
Blue Barn Wealth LLC |
12 |
*New |
2023-12-31 |
138,024 |
$3,135,000 |
138,024 |
|
Horizons Wealth Management |
17 |
- |
2024-03-31 |
131,406 |
$2,985,000 |
0 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1134 |
- |
2023-12-31 |
115,655 |
$2,627,000 |
26,803 |
|
Capital Analysts Inc. |
136 |
- |
2023-12-31 |
114,843 |
$2,609,000 |
16,351 |
|
IFP Advisors Inc |
178 |
- |
2023-12-31 |
114,535 |
$2,602,000 |
9,761 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1113 |
- |
2024-03-31 |
112,802 |
$2,564,000 |
-26,570 |
|
Northwest Bancshares Inc. |
52 |
- |
2024-03-31 |
110,047 |
$2,501,000 |
-2,074 |
|
River Street Advisors LLC |
14 |
- |
2024-03-31 |
106,286 |
$2,416,000 |
2,544 |
|
REBALANCE LLC |
40 |
- |
2024-03-31 |
102,167 |
$2,322,000 |
-2,479 |
|
Paradiem LLC |
69 |
- |
2024-03-31 |
101,885 |
$2,316,000 |
155 |
|
Harrison & Co Wealth Management LLC |
11 |
- |
2022-12-31 |
103,256 |
$2,284,000 |
1,996 |
|
FCA CORP /TX |
49 |
- |
2023-12-31 |
94,312 |
$2,142,000 |
753 |
|
Tyler-Stone Wealth Management |
19 |
- |
2023-12-31 |
93,356 |
$2,121,000 |
7,522 |
|
S.E.E.D. Planning Group LLC |
38 |
- |
2024-03-31 |
91,771 |
$2,086,000 |
206 |
|
TRUENORTH, INC. |
32 |
- |
2024-03-31 |
91,624 |
$2,083,000 |
-26,701 |
|
Sound Stewardship LLC |
25 |
- |
2023-12-31 |
91,231 |
$2,072,000 |
-6,054 |
|
AA Financial Advisors LLC |
22 |
- |
2023-12-31 |
90,263 |
$2,050,000 |
0 |
|
Masso Torrence Wealth Management Inc. |
21 |
- |
2024-03-31 |
88,840 |
$2,019,000 |
469 |
|
AE Wealth Management LLC |
899 |
- |
2023-12-31 |
88,370 |
$2,007,000 |
20,898 |
|
MML INVESTORS SERVICES LLC |
992 |
- |
2023-12-31 |
88,309 |
$2,006,000 |
-13,584 |
|
Glass Jacobson Investment Advisors llc |
41 |
- |
2024-03-31 |
86,307 |
$1,962,000 |
-307 |
|
STIFEL FINANCIAL CORP |
1679 |
- |
2023-12-31 |
85,970 |
$1,953,000 |
3,975 |
|
PRIVATE CLIENT SERVICES LLC |
17 |
- |
2023-12-31 |
80,663 |
$1,832,000 |
0 |
|
Ballew Advisors Inc |
16 |
- |
2024-03-31 |
79,638 |
$1,811,000 |
7,229 |
|
AMERIPRISE FINANCIAL INC |
2867 |
- |
2023-12-31 |
76,269 |
$1,732,000 |
28,110 |
|
WFA of San Diego LLC |
11 |
- |
2023-09-30 |
73,494 |
$1,652,000 |
69,394 |
|
GILL CAPITAL PARTNERS LLC |
42 |
- |
2023-12-31 |
65,036 |
$1,477,000 |
-4,298 |
|
Pacific Wealth Strategies Group Inc. |
19 |
- |
2023-12-31 |
63,025 |
$1,432,000 |
258 |
|
Farther Finance Advisors LLC |
183 |
- |
2023-12-31 |
62,923 |
$1,429,000 |
39,561 |
|
HARBOUR INVESTMENTS INC. |
298 |
- |
2023-12-31 |
60,870 |
$1,383,000 |
500 |
|
ROYAL BANK OF CANADA |
2851 |
- |
2023-12-31 |
60,582 |
$1,377,000 |
-9,384 |
|
Steward Partners Investment Advisory LLC |
619 |
- |
2023-12-31 |
60,419 |
$1,372,000 |
-25,400 |
|
Leo Wealth LLC |
119 |
- |
2023-12-31 |
55,487 |
$1,262,000 |
0 |
|
BFT FINANCIAL GROUP LLC |
107 |
- |
2023-06-30 |
55,487 |
$1,247,000 |
0 |
|
EVEXIA WEALTH LLC |
38 |
- |
2023-12-31 |
52,777 |
$1,199,000 |
29,114 |
|
Goss Wealth Management LLC |
855 |
- |
2023-12-31 |
51,601 |
$1,172,000 |
-1,312 |
|
Delta Investment Management LLC |
51 |
- |
2023-12-31 |
48,866 |
$1,110,000 |
32,844 |
|
Western Wealth Management LLC |
263 |
- |
2023-12-31 |
46,885 |
$1,065,000 |
17,722 |
|
RFG Advisory Group LLC |
343 |
- |
2024-03-31 |
46,426 |
$1,055,000 |
-4,195 |
|
Foundations Investment Advisors LLC |
298 |
- |
2023-12-31 |
45,890 |
$1,042,000 |
25,121 |
|
H D Vest Advisory Services |
696 |
- |
2023-12-31 |
45,625 |
$1,036,000 |
1,300 |
|
Retirement Solution Inc. |
21 |
- |
2023-12-31 |
44,993 |
$1,022,000 |
-761 |
|
GRADIENT INVESTMENTS LLC |
178 |
- |
2024-03-31 |
44,009 |
$1,000,000 |
-1,798 |
|
GLOBALT Investments LLC / GA |
149 |
- |
2023-12-31 |
40,025 |
$909,000 |
0 |
|
Brookstone Capital Management |
509 |
- |
2024-03-31 |
39,691 |
$902,000 |
1,747 |
|
PARK AVENUE SECURITIES LLC |
709 |
- |
2024-03-31 |
39,205 |
$891,000 |
-9,560 |
|
BROWN ADVISORY HOLDINGS INC |
807 |
- |
2024-03-31 |
39,118 |
$889,000 |
0 |
|
Atria Wealth Solutions Inc. |
909 |
- |
2023-12-31 |
38,891 |
$883,000 |
2,313 |
|
TD Waterhouse Canada Inc. |
440 |
- |
2023-12-31 |
37,450 |
$879,000 |
-1,650 |
|
Iron Financial LLC |
40 |
- |
2024-03-31 |
37,341 |
$849,000 |
-7,009 |
|
Stablepoint Partners LLC |
146 |
- |
2024-03-31 |
36,568 |
$831,000 |
5,017 |
|
TCG Advisory Services LLC |
173 |
- |
2023-12-31 |
36,008 |
$818,000 |
-18,712 |
|
Insight Wealth Partners LLC |
35 |
- |
2023-12-31 |
34,443 |
$782,000 |
-1,957 |
|
4Thought Financial Group Inc. |
22 |
- |
2024-03-31 |
33,916 |
$771,000 |
5,261 |
|
FINANCIAL NETWORK |
1551 |
- |
2023-12-31 |
33,672 |
$765,000 |
1,737 |
|
Kestra Advisory Services LLC |
1305 |
- |
2023-12-31 |
31,273 |
$710,000 |
228 |
|
We Are One Seven LLC |
411 |
- |
2023-12-31 |
30,989 |
$704,000 |
18,530 |
|
Equitable Holdings Inc. |
667 |
- |
2023-12-31 |
30,585 |
$695,000 |
-70,775 |
|
WESPAC ADVISORS, LLC |
92 |
- |
2024-03-31 |
30,105 |
$684,000 |
913 |
|
CAMELOT PORTFOLIOS, LLC |
|
- |
2023-12-31 |
28,964 |
$658,000 |
9,414 |
|
RENAISSANCE TECHNOLOGIES LLC |
2676 |
- |
2023-12-31 |
27,700 |
$629,000 |
27,700 |
|
|
100 Records found
|
1
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