|
Institutional
Holders
Total
Institutions:
|
431 90 |
|
Total
shares held :
|
86,176,552 |
|
% of shares
held :
|
8.33% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-214 |
|
Amount
of shares held :
|
-36,300,142 |
|
% of shares
held change :
|
-3.51% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
284 |
- |
2025-03-31 |
19,949,192 |
$748,095,000 |
-10,188,518 |
|
MORGAN STANLEY |
609 |
- |
2025-03-31 |
9,011,261 |
$337,922,000 |
-1,872,978 |
|
LPL FINANCIAL CORP |
260 |
- |
2025-03-31 |
4,888,811 |
$183,330,000 |
-1,514,759 |
|
WELLS FARGO & CO/MN |
342 |
- |
2025-03-31 |
4,348,920 |
$163,085,000 |
-3,535,013 |
|
RAYMOND JAMES FINANCIAL INC |
317 |
- |
2025-03-31 |
3,896,631 |
$146,124,000 |
-1,951,543 |
|
UBS Group AG |
711 |
- |
2025-03-31 |
2,804,991 |
$105,187,000 |
-1,511,081 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
109 |
- |
2025-03-31 |
2,774,172 |
$104,031,000 |
-1,299,479 |
|
ENVESTNET ASSET MANAGEMENT INC |
564 |
- |
2025-03-31 |
1,962,648 |
$73,599,000 |
-240,511 |
|
HARBOUR INVESTMENTS INC. |
4 |
- |
2025-03-31 |
1,888,115 |
$70,804,000 |
-205,624 |
|
AMERIPRISE FINANCIAL INC |
713 |
- |
2025-03-31 |
1,763,061 |
$65,358,000 |
-616,946 |
|
Cetera Investment Advisers |
165 |
- |
2025-03-31 |
1,732,413 |
$64,966,000 |
-4,141 |
|
ROYAL BANK OF CANADA |
677 |
- |
2025-03-31 |
1,592,836 |
$59,731,000 |
-915,136 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
243 |
- |
2025-03-31 |
1,536,733 |
$57,627,000 |
-366,709 |
|
Advisor Group Holdings Inc. |
163 |
- |
2025-03-31 |
1,431,923 |
$53,713,000 |
-509,901 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
121 |
- |
2025-03-31 |
1,245,463 |
$46,705,000 |
-418,285 |
|
MML INVESTORS SERVICES LLC |
181 |
- |
2025-03-31 |
954,397 |
$35,790,000 |
-44,229 |
|
H D Vest Advisory Services |
83 |
- |
2025-03-31 |
889,492 |
$33,356,000 |
-42,631 |
|
HHM Wealth Advisors LLC |
6 |
- |
2025-03-31 |
776,604 |
$29,123,000 |
134,545 |
|
JONES FINANCIAL COMPANIES LLLP |
|
- |
2025-03-31 |
747,849 |
$27,985,000 |
71,826 |
|
STIFEL FINANCIAL CORP |
484 |
- |
2025-03-31 |
686,804 |
$25,756,000 |
-306,791 |
|
Kestra Advisory Services LLC |
143 |
- |
2025-03-31 |
624,003 |
$23,400,000 |
-301,856 |
|
Rockefeller Capital Management L.P. |
315 |
- |
2025-03-31 |
616,381 |
$23,114,000 |
-392,052 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
359 |
- |
2025-03-31 |
606,484 |
$22,743,000 |
-596,257 |
|
Goss Wealth Management LLC |
165 |
- |
2025-03-31 |
564,262 |
$21,160,000 |
-220,101 |
|
Baird Financial Group Inc. |
348 |
- |
2025-03-31 |
541,708 |
$20,314,000 |
-205,334 |
|
Modern Wealth Management LLC |
41 |
- |
2025-03-31 |
453,604 |
$17,010,000 |
55,656 |
|
JANNEY MONTGOMERY SCOTT LLC |
379 |
- |
2025-03-31 |
447,199 |
$16,770,000 |
-394,473 |
|
CITADEL ADVISORS LLC |
984 |
- |
2025-03-31 |
421,083 |
$15,791,000 |
214,445 |
|
Pacer Advisors Inc. |
294 |
- |
2025-03-31 |
414,866 |
$15,557,000 |
9,243 |
|
Atria Wealth Solutions Inc. |
127 |
- |
2025-03-31 |
386,518 |
$14,494,000 |
-18,190 |
|
HOWARD FINANCIAL SERVICES LTD. |
15 |
- |
2025-03-31 |
384,417 |
$14,416,000 |
-59,884 |
|
HIGHTOWER ADVISORS, LLC |
644 |
- |
2025-03-31 |
363,680 |
$13,638,000 |
-83,713 |
|
Edge Capital Group LLC |
40 |
- |
2024-12-31 |
8 |
$13,449,000 |
-282,610 |
|
Compass Advisory Group LLC |
7 |
- |
2025-03-31 |
357,157 |
$13,393,000 |
-5,928 |
|
MARINER WEALTH ADVISORS, LLC |
482 |
- |
2025-03-31 |
350,089 |
$13,128,000 |
1,764 |
|
Cornerstone Wealth Management LLC |
20 |
- |
2025-03-31 |
345,559 |
$12,959,000 |
42 |
|
Private Advisor Group LLC |
288 |
- |
2025-03-31 |
315,163 |
$11,819,000 |
-120,224 |
|
Wealth Group Ltd |
9 |
- |
2025-03-31 |
307,807 |
$11,543,000 |
-19,358 |
|
Sanctuary Advisors LLC |
289 |
- |
2024-12-31 |
247,376 |
$11,147,000 |
-104,852 |
|
FAMILY MANAGEMENT CORP |
13 |
- |
2025-03-31 |
294,715 |
$11,052,000 |
615 |
|
BW Gestao de Investimentos Ltda. |
29 |
- |
2025-03-31 |
291,259 |
$10,922,000 |
-123,007 |
|
Procyon Private Wealth Partners LLC |
35 |
- |
2025-03-31 |
285,954 |
$10,723,000 |
-150,279 |
|
Equitable Holdings Inc. |
201 |
- |
2025-03-31 |
240,713 |
$9,027,000 |
-112,139 |
|
DAVIDSON D A & CO |
222 |
- |
2025-03-31 |
228,284 |
$8,561,000 |
-126,456 |
|
Avondale Wealth Management |
5 |
- |
2025-03-31 |
227,969 |
$8,549,000 |
-25,500 |
|
626 Financial LLC |
5 |
- |
2025-03-31 |
225,356 |
$8,451,000 |
87,833 |
|
Stony Point Wealth Management Inc. |
9 |
- |
2025-03-31 |
211,531 |
$7,932,000 |
-3,173 |
|
BlueStem Wealth Partners LLC |
19 |
- |
2025-03-31 |
204,721 |
$7,677,000 |
-186,766 |
|
PFG Advisors |
56 |
- |
2025-03-31 |
197,341 |
$7,400,000 |
-18,641 |
|
Focus Financial Network Inc. |
66 |
- |
2025-03-31 |
192,579 |
$7,222,000 |
1,925 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
234 |
- |
2025-03-31 |
193,009 |
$7,213,000 |
-11,774 |
|
KPP Advisory Services LLC |
18 |
- |
2025-03-31 |
188,401 |
$7,065,000 |
-25,697 |
|
Code Waechter LLC |
2 |
- |
2025-03-31 |
184,096 |
$6,904,000 |
21,506 |
|
PSI Advisors LLC |
11 |
- |
2025-03-31 |
177,421 |
$6,653,000 |
-1,936 |
|
ATRIA INVESTMENTS LLC |
272 |
- |
2025-03-31 |
177,013 |
$6,638,000 |
27,266 |
|
Conservest Capital Advisors Inc. |
21 |
- |
2025-03-31 |
176,702 |
$6,626,000 |
-199,199 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
171 |
- |
2025-03-31 |
175,642 |
$6,587,000 |
57,075 |
|
WEDBUSH MORGAN SECURITIES INC |
67 |
- |
2025-03-31 |
162,001 |
$6,075,000 |
-39 |
|
Long Island Wealth Management Inc. |
7 |
- |
2025-03-31 |
155,767 |
$5,841,000 |
34,264 |
|
Tradition Wealth Management LLC |
52 |
- |
2025-03-31 |
155,393 |
$5,827,000 |
-269,705 |
|
Steward Partners Investment Advisory LLC |
367 |
- |
2025-03-31 |
146,063 |
$5,477,000 |
-249 |
|
IHT Wealth Management LLC |
128 |
- |
2025-03-31 |
139,969 |
$5,249,000 |
-5,137 |
|
OPPENHEIMER & CO INC |
293 |
- |
2025-03-31 |
131,415 |
$4,928,000 |
-10,818 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
63 |
- |
2025-03-31 |
124,280 |
$4,661,000 |
-2,712 |
|
J.W. COLE ADVISORS INC. |
165 |
- |
2025-03-31 |
113,374 |
$4,252,000 |
-34,851 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1397 |
- |
2025-03-31 |
112,443 |
$4,217,000 |
-243,152 |
|
Attessa Capital LLC |
9 |
- |
2025-03-31 |
110,087 |
$4,128,000 |
5,955 |
|
Bleakley Financial Group LLC |
149 |
*New |
2025-03-31 |
108,595 |
$4,072,000 |
108,595 |
|
Ausdal Financial Partners Inc. |
72 |
- |
2025-03-31 |
108,309 |
$4,062,000 |
7,486 |
|
Copley Financial Group Inc. |
7 |
- |
2025-03-31 |
90,566 |
$3,986,000 |
0 |
|
Inlight Wealth Management LLC |
15 |
- |
2025-03-31 |
104,656 |
$3,925,000 |
-9,634 |
|
Kellett Schaffner Wealth Advisors LLC |
7 |
- |
2025-03-31 |
104,357 |
$3,913,000 |
-4,108 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
298 |
- |
2025-03-31 |
104,219 |
$3,908,000 |
-38,564 |
|
COZAD ASSET MANAGEMENT INC |
72 |
- |
2025-03-31 |
102,055 |
$3,827,000 |
3,822 |
|
INSTRUMENTAL WEALTH LLC |
8 |
- |
2025-03-31 |
106,345 |
$3,804,000 |
11,402 |
|
Certified Advisory Corp |
67 |
- |
2025-03-31 |
99,462 |
$3,730,000 |
-78,900 |
|
ADVISORY SERVICES NETWORK, LLC |
315 |
- |
2025-03-31 |
98,878 |
$3,708,000 |
11,139 |
|
HBW Advisory Services LLC |
43 |
- |
2025-03-31 |
97,441 |
$3,654,000 |
6,770 |
|
Clarus Wealth Advisors |
14 |
*New |
2025-03-31 |
103,409 |
$3,645,000 |
103,409 |
|
One + One Wealth Management LLC |
16 |
- |
2025-03-31 |
95,734 |
$3,590,000 |
7,199 |
|
MONECO Advisors LLC |
59 |
- |
2025-03-31 |
93,646 |
$3,512,000 |
-33,237 |
|
IFP Advisors Inc |
211 |
- |
2025-03-31 |
92,826 |
$3,481,000 |
-3,199 |
|
Stratos Wealth Partners LTD. |
322 |
- |
2025-03-31 |
91,867 |
$3,445,000 |
-201,199 |
|
Plan Group Financial LLC |
20 |
- |
2025-03-31 |
91,510 |
$3,432,000 |
-71 |
|
Atlas Wealth LLC |
23 |
- |
2025-03-31 |
91,058 |
$3,415,000 |
-2,802 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
84 |
- |
2025-03-31 |
90,896 |
$3,409,000 |
-17,032 |
|
MONEYWISE INC. |
15 |
- |
2025-03-31 |
90,642 |
$3,399,000 |
-23,485 |
|
Aspen Wealth Strategies LLC |
11 |
- |
2025-03-31 |
88,933 |
$3,335,000 |
-29,025 |
|
1 NORTH WEALTH SERVICES LLC |
21 |
- |
2025-03-31 |
86,394 |
$3,240,000 |
-17,568 |
|
PROSPERA FINANCIAL SERVICES |
266 |
- |
2025-03-31 |
85,313 |
$3,201,000 |
-38,630 |
|
FINANCIAL MANAGEMENT NETWORK INC |
37 |
- |
2025-03-31 |
94,233 |
$3,112,000 |
-134,312 |
|
Concurrent Investment Advisors LLC |
268 |
- |
2025-03-31 |
81,683 |
$3,063,000 |
47,299 |
|
Clay Northam Wealth Management LLC |
14 |
- |
2025-03-31 |
81,074 |
$3,040,000 |
4,655 |
|
EverSource Wealth Advisors LLC |
116 |
- |
2025-03-31 |
80,905 |
$3,034,000 |
2,897 |
|
BENJAMIN EDWARDS INC |
332 |
- |
2025-03-31 |
80,254 |
$3,010,000 |
-54,737 |
|
GOLDMAN SACHS GROUP INC/ |
3058 |
- |
2025-03-31 |
76,821 |
$2,881,000 |
-146,584 |
|
CAPTRUST FINANCIAL ADVISORS |
758 |
- |
2025-03-31 |
75,917 |
$2,847,000 |
4,071 |
|
Sigma Planning Corp |
220 |
- |
2025-03-31 |
74,626 |
$2,798,000 |
-15,600 |
|
INTEGRITY ALLIANCE LLC. |
145 |
- |
2025-03-31 |
74,059 |
$2,777,000 |
63,313 |
|
Modus Advisors LLC |
38 |
- |
2025-03-31 |
73,219 |
$2,746,000 |
-7,193 |
|
|
100 Records found
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1
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