|
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 |
Advisor Group Holdings Inc. |
160 |
- |
2024-03-31 |
1,984,814 |
$57,166,000 |
-17,303 |
|
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 |
|
WNY Asset Management LLC |
4 |
- |
2024-03-31 |
1,231,510 |
$35,467,000 |
-13,286 |
|
HOYLECOHEN LLC |
8 |
- |
2023-12-31 |
880,963 |
$22,667,000 |
-7,453 |
|
CI Private Wealth LLC |
376 |
- |
2024-03-31 |
745,056 |
$21,458,000 |
-77,801 |
|
DAVIDSON D A & CO |
93 |
- |
2023-12-31 |
759,624 |
$19,545,000 |
-1,976 |
|
JANNEY MONTGOMERY SCOTT LLC |
347 |
- |
2024-03-31 |
656,577 |
$18,909,000 |
-182,591 |
|
Bleakley Financial Group LLC |
55 |
- |
2024-03-31 |
421,477 |
$12,139,000 |
-9,252 |
|
AXXCESS WEALTH MANAGEMENT LLC |
94 |
- |
2023-12-31 |
284,859 |
$7,329,000 |
-22,330 |
|
JANE STREET GROUP LLC |
1222 |
- |
2023-12-31 |
259,800 |
$6,685,000 |
-533,245 |
|
U.S. Capital Wealth Advisors LLC |
111 |
- |
2024-03-31 |
194,382 |
$5,598,000 |
-2,305 |
|
Gerber Kawasaki Wealth & Investment Management |
55 |
- |
2023-12-31 |
216,952 |
$5,582,000 |
-6,944 |
|
Carson Advisory Inc. |
2 |
- |
2024-03-31 |
193,444 |
$5,571,000 |
-281 |
|
FINANCIAL MANAGEMENT NETWORK INC |
23 |
- |
2024-03-31 |
161,081 |
$4,576,000 |
-6,211 |
|
AA Financial Advisors LLC |
23 |
- |
2024-03-31 |
117,101 |
$3,373,000 |
-17,423 |
|
HIGHTOWER ADVISORS, LLC |
1179 |
- |
2024-03-31 |
108,129 |
$3,116,000 |
-32,031 |
|
OneAscent Financial Services LLC |
55 |
- |
2024-03-31 |
98,902 |
$2,848,000 |
-30,612 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
519 |
- |
2024-03-31 |
94,841 |
$2,731,000 |
-6,875 |
|
BROWN BROTHERS HARRIMAN & CO |
187 |
- |
2024-03-31 |
79,321 |
$2,284,000 |
-38,274 |
|
Leonard Rickey Investment Advisors P.L.L.C. |
25 |
- |
2024-03-31 |
73,932 |
$2,129,000 |
-13,322 |
|
CRITERION CAPITAL ADVISORS LLC |
33 |
- |
2024-03-31 |
47,645 |
$1,372,000 |
-1,415 |
|
Financial Advocates Investment Management |
283 |
- |
2024-03-31 |
40,367 |
$1,163,000 |
-5,623 |
|
Ergawealth Advisors Inc. |
20 |
- |
2024-03-31 |
38,191 |
$1,100,000 |
-8,430 |
|
Calton & Associates Inc. |
51 |
- |
2024-03-31 |
34,062 |
$981,000 |
-792 |
|
Ameritas Advisory Services LLC |
291 |
- |
2023-12-31 |
36,986 |
$976,000 |
-56,331 |
|
Procyon Private Wealth Partners LLC |
232 |
- |
2024-03-31 |
32,072 |
$924,000 |
-33 |
|
Belpointe Asset Management LLC |
292 |
- |
2024-03-31 |
31,784 |
$915,000 |
-273 |
|
COMERICA BANK |
1809 |
- |
2023-12-31 |
21,976 |
$565,000 |
-775 |
|
Atria Wealth Solutions Inc. |
1161 |
- |
2023-12-31 |
20,597 |
$531,000 |
-146,374 |
|
Beacon Financial Advisory LLC |
119 |
- |
2024-03-31 |
17,205 |
$496,000 |
-184 |
|
PROEQUITIES INC. |
467 |
- |
2024-03-31 |
15,455 |
$445,000 |
-363 |
|
BB&T CORP |
2112 |
- |
2023-12-31 |
14,647 |
$377,000 |
-5,496 |
|
IFP Advisors Inc |
766 |
- |
2023-12-31 |
11,228 |
$289,000 |
-9,342 |
|
Octavia Wealth Advisors LLC |
177 |
- |
2024-03-31 |
9,600 |
$276,000 |
-316 |
|
MORGAN STANLEY |
5643 |
- |
2023-12-31 |
5,184 |
$133,000 |
-835 |
|
Retirement Group LLC |
195 |
- |
2024-03-31 |
2,529 |
$73,000 |
-68 |
|
|
37 Records found
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1
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