|
Institutional
Holders
Total
Institutions:
|
176 17 |
|
Total
shares held :
|
67,762,816 |
|
% of shares
held :
|
75.29% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
86 |
|
Amount
of shares held :
|
9,561,585 |
|
% of shares
held change :
|
10.62% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Capital Group Private Client Services Inc. |
6 |
- |
2023-12-31 |
10,851,195 |
$279,201,000 |
1,998,085 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
58 |
- |
2023-12-31 |
7,016,186 |
$180,526,000 |
674,269 |
|
RAYMOND JAMES & ASSOCIATES |
184 |
- |
2024-03-31 |
4,998,845 |
$143,967,000 |
475,294 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
114 |
- |
2024-03-31 |
4,161,492 |
$119,851,000 |
337,440 |
|
LPL FINANCIAL CORP |
287 |
- |
2023-12-31 |
3,849,404 |
$99,045,000 |
1,189,924 |
|
UBS Group AG |
483 |
- |
2023-12-31 |
3,225,544 |
$82,993,000 |
184,039 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
175 |
- |
2023-12-31 |
2,421,893 |
$62,315,000 |
327,454 |
|
Advisor Group Holdings Inc. |
208 |
- |
2023-12-31 |
2,002,117 |
$51,512,000 |
-18,017 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
111 |
- |
2024-03-31 |
1,516,545 |
$43,676,000 |
84,616 |
|
MML INVESTORS SERVICES LLC |
111 |
- |
2023-12-31 |
1,665,088 |
$42,843,000 |
150,015 |
|
ENVESTNET ASSET MANAGEMENT INC |
723 |
- |
2023-12-31 |
1,475,374 |
$37,961,000 |
243,685 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
211 |
- |
2024-03-31 |
1,254,544 |
$36,131,000 |
-18,450 |
|
Johnson Bixby & Associates LLC |
4 |
- |
2024-03-31 |
1,241,314 |
$35,750,000 |
-248,657 |
|
WELLS FARGO & CO/MN |
813 |
- |
2023-12-31 |
1,372,801 |
$35,322,000 |
384,257 |
|
WNY Asset Management LLC |
4 |
- |
2023-12-31 |
1,244,796 |
$32,029,000 |
-4,201 |
|
Arlington Financial Advisors LLC |
2 |
- |
2024-03-31 |
1,061,191 |
$30,562,000 |
970,104 |
|
Baird Financial Group Inc. |
250 |
- |
2023-12-31 |
1,159,341 |
$29,830,000 |
212,755 |
|
ROYAL BANK OF CANADA |
924 |
- |
2023-12-31 |
1,156,057 |
$29,745,000 |
51,452 |
|
Financial Council Asset Management Inc |
1 |
- |
2023-12-31 |
1,074,207 |
$27,639,000 |
49,874 |
|
ST GERMAIN D J CO INC |
19 |
- |
2024-03-31 |
842,417 |
$24,262,000 |
4,209 |
|
HOYLECOHEN LLC |
8 |
- |
2023-12-31 |
880,963 |
$22,667,000 |
-7,453 |
|
JANNEY MONTGOMERY SCOTT LLC |
281 |
- |
2023-12-31 |
839,168 |
$21,591,000 |
55,923 |
|
CI Private Wealth LLC |
376 |
- |
2023-12-31 |
822,857 |
$21,172,000 |
-13,022 |
|
DAVIDSON D A & CO |
93 |
- |
2023-12-31 |
759,624 |
$19,545,000 |
-1,976 |
|
Reliant Wealth Planning |
5 |
- |
2023-12-31 |
658,088 |
$16,933,000 |
638,762 |
|
FINANCIAL NETWORK |
244 |
- |
2023-12-31 |
583,597 |
$15,016,000 |
56,096 |
|
Kestra Advisory Services LLC |
195 |
- |
2023-12-31 |
543,875 |
$13,994,000 |
61,140 |
|
Goss Wealth Management LLC |
166 |
- |
2023-12-31 |
523,829 |
$13,484,000 |
4,455 |
|
Simplicity WealthLLC |
69 |
*New |
2024-03-31 |
421,477 |
$12,139,000 |
421,477 |
|
OLD MISSION CAPITAL LLC |
52 |
- |
2023-12-31 |
443,223 |
$11,404,000 |
443,223 |
|
BANK OF AMERICA CORP /DE/ |
2262 |
- |
2023-12-31 |
439,164 |
$11,300,000 |
403,448 |
|
LVW Advisors LLC |
10 |
- |
2024-03-31 |
387,421 |
$11,158,000 |
212,373 |
|
Bleakley Financial Group LLC |
|
- |
2023-12-31 |
430,729 |
$11,083,000 |
37,238 |
|
Sawtooth Asset Management Inc. |
59 |
- |
2023-12-31 |
430,729 |
$11,083,000 |
37,238 |
|
STIFEL FINANCIAL CORP |
738 |
- |
2023-12-31 |
429,507 |
$11,051,000 |
10,859 |
|
Main Street Financial Solutions LLC |
16 |
- |
2024-03-31 |
361,134 |
$10,401,000 |
8,250 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
142 |
- |
2023-12-31 |
352,428 |
$9,068,000 |
29,960 |
|
LINCOLN NATIONAL CORP |
86 |
- |
2023-12-31 |
326,937 |
$8,412,000 |
16,503 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
75 |
- |
2023-12-31 |
303,462 |
$7,808,000 |
-854 |
|
WEST MICHIGAN ADVISORS LLC |
5 |
- |
2023-12-31 |
294,101 |
$7,567,000 |
5,784 |
|
AXXCESS WEALTH MANAGEMENT LLC |
94 |
- |
2023-12-31 |
284,859 |
$7,329,000 |
-22,330 |
|
Cetera Investment Advisers |
325 |
- |
2023-12-31 |
278,236 |
$7,159,000 |
85,045 |
|
FinDec Wealth Services Inc. |
6 |
- |
2023-12-31 |
265,516 |
$6,832,000 |
24,543 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
175 |
- |
2023-12-31 |
263,920 |
$6,791,000 |
20,920 |
|
Stratos Wealth Partners LTD. |
187 |
- |
2024-03-31 |
233,676 |
$6,730,000 |
30,301 |
|
JANE STREET GROUP LLC |
1222 |
- |
2023-12-31 |
259,800 |
$6,685,000 |
-533,245 |
|
NavPoint Financial Inc. |
7 |
- |
2023-12-31 |
232,560 |
$5,984,000 |
0 |
|
Souders Financial Advisors |
|
- |
2023-12-31 |
231,911 |
$5,967,000 |
7,754 |
|
Gerber Kawasaki Wealth & Investment Management |
55 |
- |
2023-12-31 |
216,952 |
$5,582,000 |
-6,944 |
|
U.S. Capital Wealth Advisors LLC |
116 |
- |
2023-12-31 |
196,687 |
$5,061,000 |
3,470 |
|
Carson Advisory Inc. |
2 |
- |
2023-12-31 |
193,725 |
$4,985,000 |
8,927 |
|
Clarity Wealth Advisors LLC |
21 |
- |
2024-03-31 |
159,737 |
$4,600,000 |
38,804 |
|
FINANCIAL MANAGEMENT NETWORK INC |
23 |
- |
2024-03-31 |
161,081 |
$4,576,000 |
-6,211 |
|
ORBA Wealth Advisors L.L.C. |
12 |
- |
2023-12-31 |
175,935 |
$4,527,000 |
0 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
832 |
*New |
2024-03-31 |
153,494 |
$4,421,000 |
153,494 |
|
MADISON WEALTH MANAGEMENT |
34 |
- |
2023-09-30 |
192,103 |
$4,403,000 |
15,326 |
|
Mutual Advisors LLC |
146 |
- |
2023-12-31 |
165,430 |
$4,257,000 |
-18,525 |
|
VALMARK ADVISERS INC |
102 |
- |
2023-12-31 |
154,558 |
$3,977,000 |
137,535 |
|
Confluence Wealth Services Inc. |
44 |
- |
2024-03-31 |
133,551 |
$3,846,000 |
22,153 |
|
Cedar Brook Financial Partners LLC |
29 |
- |
2024-03-31 |
131,970 |
$3,801,000 |
25,100 |
|
San Luis Wealth Advisors LLC |
15 |
- |
2024-03-31 |
130,963 |
$3,772,000 |
3,206 |
|
HIGHTOWER ADVISORS, LLC |
1109 |
- |
2023-12-31 |
140,160 |
$3,608,000 |
31,234 |
|
AA Financial Advisors LLC |
16 |
- |
2023-12-31 |
134,524 |
$3,461,000 |
0 |
|
Strategic Blueprint LLC |
102 |
- |
2024-03-31 |
108,902 |
$3,136,000 |
8,683 |
|
BROWN BROTHERS HARRIMAN & CO |
165 |
- |
2023-12-31 |
117,595 |
$3,026,000 |
38,274 |
|
THREADGILL FINANCIAL LLC |
18 |
*New |
2024-03-31 |
104,563 |
$3,011,000 |
104,563 |
|
MULTIFINANCIAL SECURITIES CORP |
403 |
- |
2023-12-31 |
111,155 |
$2,860,000 |
33,777 |
|
OneAscent Financial Services LLC |
55 |
- |
2024-03-31 |
98,902 |
$2,848,000 |
-30,612 |
|
Smallwood Wealth Investment Management LLC |
12 |
- |
2024-03-31 |
97,650 |
$2,812,000 |
1,325 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
487 |
- |
2023-12-31 |
101,716 |
$2,617,000 |
9,250 |
|
FSM Wealth Advisors LLC |
23 |
- |
2023-09-30 |
111,047 |
$2,545,000 |
18,284 |
|
Private Advisor Group LLC |
679 |
- |
2023-12-31 |
94,814 |
$2,440,000 |
38,540 |
|
RENAISSANCE TECHNOLOGIES LLC |
1855 |
- |
2023-12-31 |
91,700 |
$2,359,000 |
79,600 |
|
Steward Partners Investment Advisory LLC |
479 |
- |
2023-12-31 |
84,864 |
$2,184,000 |
6,399 |
|
CAPTRUST FINANCIAL ADVISORS |
873 |
- |
2023-12-31 |
83,034 |
$2,136,000 |
11,212 |
|
Leonard Rickey Investment Advisors P.L.L.C. |
25 |
- |
2024-03-31 |
73,932 |
$2,129,000 |
-13,322 |
|
Tradition Wealth Management LLC |
86 |
- |
2023-12-31 |
79,938 |
$2,057,000 |
0 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
77,959 |
$2,006,000 |
12,431 |
|
HBW Advisory Services LLC |
89 |
- |
2024-03-31 |
73,426 |
$1,889,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
247 |
- |
2023-12-31 |
69,187 |
$1,780,000 |
21,361 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
25 |
- |
2024-03-31 |
59,782 |
$1,722,000 |
26,081 |
|
NBC SECURITIES INC. |
128 |
- |
2024-03-31 |
59,659 |
$1,718,000 |
17,123 |
|
Paragon Advisors LLC |
34 |
- |
2023-12-31 |
63,721 |
$1,640,000 |
-180,244 |
|
MARINER WEALTH ADVISORS, LLC |
1171 |
- |
2023-12-31 |
60,575 |
$1,559,000 |
4,335 |
|
Vestmark Advisory Solutions Inc. |
246 |
- |
2023-12-31 |
59,992 |
$1,544,000 |
13,175 |
|
Qube Research & Technologies Ltd |
1457 |
*New |
2023-12-31 |
55,445 |
$1,427,000 |
55,445 |
|
CRITERION CAPITAL ADVISORS LLC |
33 |
- |
2024-03-31 |
47,645 |
$1,372,000 |
-1,415 |
|
Total Clarity Wealth Management Inc. |
54 |
- |
2024-03-31 |
47,528 |
$1,369,000 |
367 |
|
Armstrong Fleming & Moore Inc |
25 |
- |
2024-03-31 |
44,366 |
$1,278,000 |
143 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
139 |
- |
2024-03-31 |
42,631 |
$1,228,000 |
8,927 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
127 |
- |
2024-03-31 |
42,422 |
$1,222,000 |
268 |
|
Ergawealth Advisors Inc. |
17 |
- |
2023-12-31 |
46,621 |
$1,200,000 |
-18,309 |
|
Financial Advocates Investment Management |
253 |
- |
2023-12-31 |
45,990 |
$1,183,000 |
801 |
|
Orion Portfolio Solutions LLC |
898 |
- |
2023-12-31 |
43,012 |
$1,099,000 |
-17,522 |
|
PFG Advisors |
254 |
- |
2023-12-31 |
41,973 |
$1,080,000 |
4,360 |
|
LongView Wealth Management |
53 |
- |
2024-03-31 |
36,859 |
$1,062,000 |
12,871 |
|
CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 |
424 |
- |
2023-12-31 |
40,226 |
$1,035,000 |
8,106 |
|
H D Vest Advisory Services |
698 |
- |
2023-12-31 |
40,088 |
$1,031,000 |
12,680 |
|
Integrated Wealth Concepts LLC |
712 |
- |
2023-12-31 |
39,736 |
$1,022,000 |
3,434 |
|
CWM LLC |
840 |
- |
2024-03-31 |
35,177 |
$1,013,000 |
2,194 |
|
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100 Records found
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1
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