|
Institutional
Holders
Total
Institutions:
|
353 4 |
|
Total
shares held :
|
136,274,978 |
|
% of shares
held :
|
94.8% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
8 |
|
Amount
of shares held :
|
2,327,041 |
|
% of shares
held change :
|
1.62% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.58 |
|
Last
Quarter's Ending
Price :
|
$51.26 |
|
Last
Quarter's Average
Price :
|
$48.80 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.07 (2.19%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
45
|
3,718,022
|
2.73%
|
|
|
Increased
Positions : |
118
|
10,876,005
|
7.98%
|
|
|
Unchanged
Positions : |
76
|
9,418,421
|
6.91%
|
|
|
Decreased
Positions : |
114
|
-9,149,953
|
-6.71%
|
|
|
Closed
Positions : |
41
|
-3,117,033
|
-2.29%
|
|
|
Guru
Positions : |
1
|
47,830
|
0.04%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Personal Capital Advisors Corp |
8 |
*New |
2022-12-31 |
9,741,579 |
$478,409,000 |
9,741,579 |
|
Voya Financial Advisors Inc. |
4 |
*New |
2023-12-31 |
1,674,532 |
$86,021,000 |
1,674,532 |
|
MANUFACTURERES LIFE INSURANCE CO |
416 |
*New |
2023-12-31 |
740,873 |
$37,977,000 |
740,873 |
|
METROPOLITAN LIFE INSURANCE CO/NY |
10 |
*New |
2023-12-31 |
578,568 |
$29,657,000 |
578,568 |
|
CRESTWOOD ADVISORS LLC |
118 |
*New |
2023-12-31 |
103,351 |
$5,298,000 |
103,351 |
|
TIAA FSB |
208 |
*New |
2023-06-30 |
98,515 |
$4,935,000 |
98,515 |
|
BARTLETT & CO. LLC |
140 |
*New |
2023-12-31 |
93,686 |
$4,813,000 |
93,686 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
140 |
*New |
2023-12-31 |
93,686 |
$4,813,000 |
93,686 |
|
QUATTRO FINANCIAL ADVISORS LLC |
24 |
*New |
2024-03-31 |
87,967 |
$4,466,000 |
87,967 |
|
Sigma Planning Corp |
55 |
*New |
2023-12-31 |
84,865 |
$4,350,000 |
84,865 |
|
Baird Financial Group Inc. |
756 |
*New |
2023-12-31 |
69,182 |
$3,546,000 |
69,182 |
|
Compass Financial Group Inc. |
24 |
*New |
2023-12-31 |
42,073 |
$2,157,000 |
42,073 |
|
Fifth Third Securities Inc. |
147 |
*New |
2024-03-31 |
24,427 |
$1,240,000 |
24,427 |
|
Financial Synergies Wealth Advisors Inc. |
46 |
*New |
2024-03-31 |
14,887 |
$756,000 |
14,887 |
|
Sequoia Financial Advisors LLC |
|
*New |
2023-12-31 |
13,152 |
$674,000 |
13,152 |
|
BURNS WEALTH MANAGEMENT, INC. |
308 |
*New |
2023-12-31 |
12,529 |
$642,000 |
12,529 |
|
Robertson Stephens Wealth Management LLC |
300 |
*New |
2023-12-31 |
10,261 |
$526,000 |
10,261 |
|
Crabel Capital Management LLC |
78 |
*New |
2023-12-31 |
9,262 |
$475,000 |
9,262 |
|
Advisor Resource Council |
125 |
*New |
2024-03-31 |
8,774 |
$450,000 |
8,774 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
99 |
*New |
2023-12-31 |
8,323 |
$427,000 |
8,323 |
|
IPG Investment Advisors LLC |
134 |
*New |
2023-12-31 |
6,518 |
$334,000 |
6,518 |
|
IFG Advisory LLC |
489 |
*New |
2023-12-31 |
5,273 |
$270,000 |
5,273 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
603 |
*New |
2023-12-31 |
5,132 |
$263,000 |
5,132 |
|
OPPENHEIMER & CO INC |
1208 |
*New |
2023-12-31 |
4,902 |
$251,000 |
4,902 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2329 |
*New |
2023-12-31 |
4,633 |
$237,000 |
4,633 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
134 |
*New |
2024-03-31 |
4,456 |
$226,000 |
4,456 |
|
IAMS WEALTH MANAGEMENT LLC |
111 |
*New |
2024-03-31 |
4,338 |
$218,000 |
4,338 |
|
STEPHENS INC /AR/ |
1051 |
*New |
2023-12-31 |
4,217 |
$216,000 |
4,217 |
|
Quadrant Private Wealth Management LLC |
217 |
*New |
2023-12-31 |
3,942 |
$202,000 |
3,942 |
|
Facet Wealth Inc. |
111 |
*New |
2023-12-31 |
3,951 |
$201,000 |
3,951 |
|
ADVISORY SERVICES NETWORK, LLC |
1416 |
*New |
2023-12-31 |
2,914 |
$149,000 |
2,914 |
|
Coppell Advisory Solutions LLC |
366 |
*New |
2023-12-31 |
1,942 |
$100,000 |
1,942 |
|
Versant Capital Management Inc |
307 |
*New |
2024-03-31 |
876 |
$44,000 |
876 |
|
CAPRIN ASSET MANAGEMENT LLC /ADV |
21 |
*New |
2022-12-31 |
600 |
$29,000 |
600 |
|
GODSEY & GIBB ASSOCIATES |
243 |
*New |
2024-03-31 |
300 |
$15,000 |
300 |
|
HM PAYSON & CO |
788 |
*New |
2023-12-31 |
253 |
$13,000 |
253 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
205 |
*New |
2023-12-31 |
211 |
$10,000 |
211 |
|
FRANKLIN RESOURCES INC |
2526 |
*New |
2023-12-31 |
203 |
$10,000 |
203 |
|
PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP |
575 |
*New |
2023-12-31 |
148 |
$8,000 |
148 |
|
Future Financial Wealth Managment LLC |
422 |
*New |
2024-03-31 |
159 |
$8,000 |
159 |
|
Morton Brown Family Wealth LLC |
164 |
*New |
2024-03-31 |
152 |
$8,000 |
152 |
|
BESSEMER GROUP INC |
1719 |
*New |
2023-12-31 |
115 |
$6,000 |
115 |
|
Castleview Partners LLC |
722 |
*New |
2023-12-31 |
34 |
$2,000 |
34 |
|
Oakworth Capital Inc. |
646 |
*New |
2024-03-31 |
14 |
$1,000 |
14 |
|
BNP PARIBAS ARBITRAGE SA |
3014 |
*New |
2023-12-31 |
11 |
$1,000 |
11 |
|
ANCORA ADVISORS, LLC |
1481 |
*New |
2023-12-31 |
13 |
$1,000 |
13 |
|
VisionPoint Advisory Group LLC |
711 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
Covestor Ltd |
2694 |
*New |
2023-12-31 |
6 |
$0 |
6 |
|
|
48 Records found
|
1
|
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