|
Institutional
Holders
Total
Institutions:
|
181 16 |
|
Total
shares held :
|
60,673,361 |
|
% of shares
held :
|
67.41% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
85 |
|
Amount
of shares held :
|
7,047,319 |
|
% of shares
held change :
|
7.83% |
|
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 |
CAPTRUST FINANCIAL ADVISORS |
32 |
- |
2023-12-31 |
7,238,326 |
$172,779,000 |
2,115,266 |
|
WELLS FARGO & CO/MN |
410 |
- |
2024-03-31 |
4,681,273 |
$120,683,000 |
1,629,516 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
78 |
- |
2023-12-31 |
4,885,820 |
$116,625,000 |
762,819 |
|
UBS Group AG |
474 |
- |
2023-12-31 |
3,531,320 |
$84,293,000 |
105,535 |
|
ROYAL BANK OF CANADA |
595 |
- |
2023-12-31 |
2,769,090 |
$66,098,000 |
333,200 |
|
Capital Group Private Client Services Inc. |
43 |
- |
2023-12-31 |
2,759,586 |
$65,871,000 |
223,718 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
207 |
- |
2024-03-31 |
2,430,569 |
$62,660,000 |
162,135 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
215 |
- |
2024-03-31 |
2,063,092 |
$53,187,000 |
153,123 |
|
RAYMOND JAMES & ASSOCIATES |
452 |
- |
2024-03-31 |
1,651,533 |
$42,577,000 |
134,172 |
|
LPL FINANCIAL CORP |
598 |
- |
2024-03-31 |
1,632,792 |
$42,093,000 |
40,434 |
|
Advisor Group Holdings Inc. |
266 |
- |
2024-03-31 |
1,307,052 |
$33,694,000 |
155,969 |
|
ECLECTIC ASSOCIATES INC /ADV |
3 |
- |
2024-03-31 |
1,192,033 |
$30,731,000 |
30,178 |
|
Consolidated Planning Corp |
3 |
- |
2024-03-31 |
1,156,932 |
$29,826,000 |
31,775 |
|
Confluence Wealth Services Inc. |
10 |
- |
2024-03-31 |
1,016,304 |
$26,200,000 |
151,714 |
|
JANNEY MONTGOMERY SCOTT LLC |
279 |
- |
2024-03-31 |
923,154 |
$23,799,000 |
23,080 |
|
SOL CAPITAL MANAGEMENT CO |
1 |
- |
2024-03-31 |
906,671 |
$23,374,000 |
28,262 |
|
Integrys Wealth Advisors LLC |
11 |
- |
2024-03-31 |
817,262 |
$21,069,000 |
40,552 |
|
ENVESTNET ASSET MANAGEMENT INC |
1032 |
- |
2023-12-31 |
847,373 |
$20,227,000 |
132,102 |
|
MML INVESTORS SERVICES LLC |
234 |
- |
2023-12-31 |
811,592 |
$19,373,000 |
55,749 |
|
Kestra Advisory Services LLC |
142 |
- |
2023-12-31 |
745,585 |
$17,797,000 |
95,118 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
282 |
- |
2024-03-31 |
687,794 |
$17,731,000 |
24,091 |
|
Private Advisor Group LLC |
163 |
- |
2024-03-31 |
635,080 |
$16,372,000 |
31,954 |
|
Sterling Investment Counsel LLC |
2 |
- |
2024-03-31 |
617,386 |
$15,916,000 |
15,872 |
|
FINANCIAL NETWORK |
236 |
- |
2023-12-31 |
661,601 |
$15,792,000 |
98,737 |
|
Armstrong Fleming & Moore Inc |
3 |
- |
2024-03-31 |
590,982 |
$15,236,000 |
9,690 |
|
McGlone Suttner Wealth Management Inc. |
9 |
- |
2024-03-31 |
584,651 |
$15,072,000 |
29,392 |
|
Bleakley Financial Group LLC |
40 |
- |
2024-03-31 |
569,941 |
$14,693,000 |
16,939 |
|
DeDora Capital Inc. |
6 |
- |
2024-03-31 |
557,412 |
$14,370,000 |
46,568 |
|
Baird Financial Group Inc. |
399 |
- |
2023-12-31 |
574,167 |
$13,705,000 |
104,451 |
|
HIGHTOWER ADVISORS, LLC |
574 |
- |
2024-03-31 |
531,600 |
$13,695,000 |
5,982 |
|
Sawtooth Asset Management Inc. |
48 |
- |
2023-12-31 |
552,732 |
$13,194,000 |
146,428 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
550,590 |
$13,143,000 |
550,590 |
|
Main Line Retirement Advisors LLC |
3 |
- |
2024-03-31 |
484,659 |
$12,495,000 |
26,066 |
|
Koshinski Asset Management Inc. |
14 |
- |
2024-03-31 |
482,083 |
$12,428,000 |
469,103 |
|
Souders Financial Advisors |
13 |
- |
2024-03-31 |
458,551 |
$11,821,000 |
15,743 |
|
OHE FINANCIAL INC |
18 |
- |
2023-12-31 |
459,948 |
$10,979,000 |
44,436 |
|
FINANCIAL MANAGEMENT NETWORK INC |
10 |
- |
2024-03-31 |
401,601 |
$10,249,000 |
6,594 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
19 |
- |
2024-03-31 |
391,335 |
$10,089,000 |
95,959 |
|
BANK OF AMERICA CORP /DE/ |
2473 |
- |
2023-12-31 |
373,924 |
$8,926,000 |
335,950 |
|
LINCOLN NATIONAL CORP |
96 |
- |
2024-03-31 |
324,341 |
$8,362,000 |
40,948 |
|
Lantz Financial LLC |
7 |
- |
2024-03-31 |
295,785 |
$7,625,000 |
27,355 |
|
AXXCESS WEALTH MANAGEMENT LLC |
92 |
- |
2023-12-31 |
314,693 |
$7,512,000 |
101,185 |
|
DAVIDSON D A & CO |
212 |
- |
2023-12-31 |
305,165 |
$7,284,000 |
46,317 |
|
DAYMARK WEALTH PARTNERS LLC |
63 |
- |
2024-03-31 |
274,841 |
$7,085,000 |
22,573 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
17 |
- |
2024-03-31 |
273,073 |
$7,017,000 |
27,675 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
580 |
- |
2024-03-31 |
267,687 |
$6,901,000 |
4,396 |
|
Vawter Financial Ltd. |
8 |
- |
2023-12-31 |
252,358 |
$6,024,000 |
91,906 |
|
J P MORGAN CHASE & CO |
2351 |
- |
2024-03-31 |
246,241 |
$6,021,000 |
85,692 |
|
TKG Advisors LLC |
6 |
- |
2024-03-31 |
222,913 |
$5,747,000 |
44,495 |
|
Atria Wealth Solutions Inc. |
327 |
- |
2023-12-31 |
198,315 |
$4,735,000 |
34,574 |
|
Bridgewealth Advisory Group LLC |
16 |
- |
2024-03-31 |
168,628 |
$4,347,000 |
135,169 |
|
G&S Capital LLC |
9 |
- |
2024-03-31 |
164,132 |
$4,231,000 |
18,669 |
|
Goss Wealth Management LLC |
398 |
- |
2023-12-31 |
175,976 |
$4,189,000 |
45,526 |
|
Wealthcare Advisory Partners LLC |
124 |
- |
2024-03-31 |
161,559 |
$4,165,000 |
125,847 |
|
Delta Financial Group Inc. |
14 |
- |
2024-03-31 |
145,340 |
$3,747,000 |
29,182 |
|
Brown Miller Wealth Management LLC |
11 |
- |
2024-03-31 |
143,137 |
$3,690,000 |
5,746 |
|
Worth Financial Advisory Group LLC |
10 |
- |
2024-03-31 |
126,646 |
$3,265,000 |
6,106 |
|
H D Vest Advisory Services |
458 |
- |
2024-03-31 |
103,944 |
$2,680,000 |
43,104 |
|
Lodestone Wealth Management LLC |
27 |
- |
2024-03-31 |
98,254 |
$2,533,000 |
4,392 |
|
VALMARK ADVISERS INC |
150 |
- |
2024-03-31 |
93,209 |
$2,403,000 |
12,474 |
|
ADVISORY SERVICES NETWORK, LLC |
414 |
- |
2024-03-31 |
87,658 |
$2,260,000 |
737 |
|
Investmark Advisory Group LLC |
24 |
- |
2023-12-31 |
94,158 |
$2,248,000 |
5,293 |
|
NBC SECURITIES INC. |
115 |
- |
2024-03-31 |
71,375 |
$1,841,000 |
40,423 |
|
OPPENHEIMER & CO INC |
546 |
- |
2024-03-31 |
69,616 |
$1,795,000 |
9,292 |
|
Aptus Capital Advisors LLC |
231 |
- |
2023-12-31 |
72,710 |
$1,736,000 |
516 |
|
Cedar Brook Financial Partners LLC |
71 |
- |
2024-03-31 |
65,032 |
$1,677,000 |
111 |
|
Steward Partners Investment Advisory LLC |
587 |
- |
2023-12-31 |
63,385 |
$1,513,000 |
491 |
|
Bill Few Associates Inc. |
45 |
- |
2024-03-31 |
58,406 |
$1,506,000 |
13,614 |
|
CARNEGIE CAPITAL ASSET MANAGEMENT, LLC |
248 |
- |
2024-03-31 |
57,790 |
$1,490,000 |
1,544 |
|
Advisor OS LLC |
111 |
- |
2024-03-31 |
56,436 |
$1,455,000 |
5,850 |
|
Olistico Wealth LLC |
23 |
- |
2024-03-31 |
55,057 |
$1,419,000 |
3,918 |
|
CWM LLC |
782 |
- |
2024-03-31 |
46,651 |
$1,203,000 |
7,638 |
|
Sigma Planning Corp |
447 |
- |
2024-03-31 |
46,276 |
$1,193,000 |
27,898 |
|
Signature Wealth Management Group |
65 |
- |
2024-03-31 |
47,026 |
$1,168,000 |
138 |
|
Cornell Pochily Investment Advisors Inc. |
62 |
- |
2024-03-31 |
43,188 |
$1,113,000 |
1,210 |
|
SITTNER & NELSON LLC |
34 |
- |
2024-03-31 |
43,159 |
$1,113,000 |
10,790 |
|
Continuum Advisory LLC |
175 |
- |
2023-12-31 |
41,561 |
$992,000 |
9,544 |
|
Rockefeller Capital Management L.P. |
1152 |
- |
2023-12-31 |
39,763 |
$949,000 |
15,146 |
|
TD Waterhouse Canada Inc. |
511 |
- |
2024-03-31 |
36,532 |
$933,000 |
1,541 |
|
Cetera Investment Advisers |
1168 |
- |
2023-12-31 |
37,070 |
$885,000 |
37,070 |
|
Spire Wealth Management |
405 |
- |
2024-03-31 |
33,193 |
$856,000 |
6,631 |
|
Capital Analysts Inc. |
247 |
- |
2023-12-31 |
35,405 |
$845,000 |
5,239 |
|
Lincoln Capital LLC |
61 |
- |
2024-03-31 |
31,665 |
$816,000 |
1,160 |
|
CAROLINAS WEALTH CONSULTING LLC |
67 |
- |
2023-12-31 |
32,420 |
$775,000 |
54 |
|
Trueblood Wealth Management LLC |
73 |
- |
2024-03-31 |
29,419 |
$758,000 |
193 |
|
RSM US WEALTH MANAGEMENT LLC |
338 |
- |
2024-03-31 |
28,274 |
$729,000 |
88 |
|
TOCQUEVILLE ASSET MANAGEMENT LP |
375 |
- |
2024-03-31 |
25,883 |
$667,000 |
14,546 |
|
Kerntke Otto McGlone Wealth Management Group |
29 |
- |
2024-03-31 |
25,884 |
$667,000 |
5,803 |
|
180 WEALTH ADVISORS LLC |
178 |
- |
2024-03-31 |
24,530 |
$632,000 |
6,710 |
|
MULTIFINANCIAL SECURITIES CORP |
1020 |
- |
2023-12-31 |
25,311 |
$604,000 |
4,575 |
|
AVAII WEALTH MANAGEMENT LLC |
52 |
- |
2024-03-31 |
22,262 |
$574,000 |
2,917 |
|
Clear Creek Financial Management LLC |
238 |
- |
2024-03-31 |
20,751 |
$535,000 |
153 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
401 |
- |
2024-03-31 |
20,548 |
$530,000 |
3,448 |
|
Stonebrook Private Inc. |
111 |
- |
2024-03-31 |
20,242 |
$522,000 |
1,587 |
|
ESSEX FINANCIAL SERVICES INC |
322 |
- |
2024-03-31 |
19,640 |
$506,000 |
12 |
|
HARBOUR INVESTMENTS INC. |
547 |
- |
2023-12-31 |
19,933 |
$476,000 |
2,027 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
386 |
- |
2024-03-31 |
18,130 |
$466,000 |
1,605 |
|
EAGLE ROCK INVESTMENT COMPANY LLC |
112 |
- |
2024-03-31 |
17,623 |
$454,000 |
896 |
|
Bond & Devick Financial Network Inc. |
82 |
- |
2024-03-31 |
17,273 |
$445,000 |
4,184 |
|
WOODMONT INVESTMENT COUNSEL LLC |
190 |
- |
2024-03-31 |
15,752 |
$406,000 |
7,217 |
|
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100 Records found
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1
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