|
Institutional
Holders
Total
Institutions:
|
457 15 |
|
Total
shares held :
|
55,405,887 |
|
% of shares
held :
|
85.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
15 |
|
Amount
of shares held :
|
2,034,377 |
|
% of shares
held change :
|
3.16% |
|
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 |
MORGAN STANLEY |
376 |
- |
2023-12-31 |
9,906,983 |
$533,392,000 |
453,269 |
|
BANK OF AMERICA CORP /DE/ |
387 |
- |
2023-12-31 |
6,856,213 |
$369,139,000 |
-135,640 |
|
UBS Group AG |
195 |
- |
2023-12-31 |
4,804,894 |
$258,695,000 |
2,260 |
|
PRUDENTIAL CORP PLC |
8 |
- |
2023-12-31 |
2,732,301 |
$147,107,000 |
172,069 |
|
CITIGROUP INC |
104 |
- |
2023-12-31 |
2,722,866 |
$146,599,000 |
-10,484 |
|
LPL FINANCIAL CORP |
203 |
- |
2023-12-31 |
2,695,237 |
$145,112,000 |
106,250 |
|
ROYAL BANK OF CANADA |
436 |
- |
2023-12-31 |
2,096,288 |
$112,865,000 |
51,079 |
|
WELLS FARGO & CO/MN |
459 |
- |
2023-12-31 |
1,753,636 |
$94,416,000 |
196,272 |
|
J P MORGAN CHASE & CO |
1079 |
- |
2023-12-31 |
955,225 |
$51,429,000 |
398,894 |
|
Advisor Group Holdings Inc. |
227 |
- |
2023-12-31 |
864,392 |
$46,546,000 |
41,203 |
|
AMERIPRISE FINANCIAL INC |
854 |
- |
2023-12-31 |
774,823 |
$41,641,000 |
35,524 |
|
RAYMOND JAMES & ASSOCIATES |
461 |
- |
2024-03-31 |
735,748 |
$41,489,000 |
-19,950 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
269 |
- |
2023-12-31 |
702,872 |
$37,843,000 |
17,467 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
321 |
- |
2024-03-31 |
657,967 |
$37,103,000 |
-35,320 |
|
FIRST TRUST ADVISORS LP |
620 |
- |
2023-12-31 |
529,406 |
$28,498,000 |
5,778 |
|
ENVESTNET ASSET MANAGEMENT INC |
883 |
- |
2023-12-31 |
493,060 |
$26,546,000 |
20,196 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
201 |
- |
2024-03-31 |
441,211 |
$24,880,000 |
39,939 |
|
STIFEL FINANCIAL CORP |
434 |
- |
2023-12-31 |
459,457 |
$24,741,000 |
-21,102 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
265 |
- |
2023-09-30 |
475,436 |
$21,599,000 |
-39,471 |
|
Kestra Advisory Services LLC |
130 |
- |
2023-12-31 |
347,480 |
$18,708,000 |
25,298 |
|
Bulltick Wealth Management LLC |
3 |
- |
2023-12-31 |
341,867 |
$18,406,000 |
-9,390 |
|
Private Advisor Group LLC |
145 |
- |
2023-12-31 |
316,765 |
$17,055,000 |
2,925 |
|
BANK HAPOALIM BM |
|
- |
2023-12-31 |
294,538 |
$15,858,000 |
-7,380 |
|
PINNACLE ASSOCIATES LTD |
108 |
- |
2024-03-31 |
269,681 |
$15,207,000 |
5,224 |
|
Bank Julius Baer & Co. Ltd Zurich |
132 |
- |
2023-12-31 |
259,239 |
$13,957,000 |
23,234 |
|
CX Institutional |
44 |
- |
2024-03-31 |
239,478 |
$13,504,000 |
-14,800 |
|
Sargent Investment Group LLC |
4 |
- |
2023-12-31 |
240,301 |
$12,938,000 |
-6,515 |
|
MML INVESTORS SERVICES LLC |
315 |
- |
2023-12-31 |
236,856 |
$12,752,000 |
36,893 |
|
American Financial Advisors LLC |
19 |
- |
2024-03-31 |
221,056 |
$12,465,000 |
-6,758 |
|
DAVIDSON D A & CO |
144 |
- |
2023-12-31 |
216,925 |
$11,679,000 |
113,607 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
21 |
- |
2023-12-31 |
214,123 |
$11,528,000 |
-9,769 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
87 |
- |
2023-12-31 |
208,801 |
$11,242,000 |
132,888 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
21 |
- |
2023-12-31 |
203,731 |
$10,969,000 |
9,191 |
|
JANNEY MONTGOMERY SCOTT LLC |
483 |
- |
2023-12-31 |
200,081 |
$10,772,000 |
3,238 |
|
Price Capital Management Inc. |
|
*New |
2023-12-31 |
196,550 |
$10,582,000 |
196,550 |
|
RWM Asset Management LLC |
18 |
- |
2024-03-31 |
183,672 |
$10,357,000 |
-578 |
|
BB&T CORP |
609 |
- |
2023-12-31 |
184,176 |
$9,916,000 |
40,108 |
|
Procyon Private Wealth Partners LLC |
31 |
- |
2024-03-31 |
163,998 |
$9,248,000 |
-7,623 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
417 |
- |
2023-12-31 |
167,706 |
$9,029,000 |
-1,759 |
|
Sweet Financial Partners LLC |
9 |
- |
2024-03-31 |
157,945 |
$8,907,000 |
-19,409 |
|
Florin Court Capital LLP |
4 |
- |
2023-12-31 |
163,500 |
$8,803,000 |
-44,500 |
|
Joseph Group Capital Management |
7 |
- |
2023-12-31 |
158,983 |
$8,560,000 |
-342 |
|
MULTIFINANCIAL SECURITIES CORP |
168 |
- |
2023-12-31 |
158,662 |
$8,542,000 |
-18,788 |
|
FINANCIAL NETWORK |
401 |
- |
2023-12-31 |
154,360 |
$8,311,000 |
3,168 |
|
FDX ADVISORS, INC. |
33 |
- |
2023-12-31 |
154,066 |
$8,295,000 |
-14,827 |
|
LEE JOHNSON CAPITAL MANAGEMENT LLC |
5 |
*New |
2024-03-31 |
142,697 |
$8,047,000 |
142,697 |
|
Beacon Pointe Advisors LLC |
188 |
- |
2023-12-31 |
148,027 |
$7,970,000 |
86,423 |
|
PNC FINANCIAL SERVICES GROUP INC |
542 |
- |
2023-12-31 |
146,293 |
$7,876,000 |
146 |
|
Spectrum Wealth Advisory Group LLC |
3 |
- |
2024-03-31 |
132,914 |
$7,496,000 |
-2,466 |
|
Equitable Holdings Inc. |
174 |
- |
2023-12-31 |
138,158 |
$7,438,000 |
17,315 |
|
H D Vest Advisory Services |
212 |
- |
2023-12-31 |
134,646 |
$7,249,000 |
23,840 |
|
APPLETON PARTNERS INC/MA |
60 |
- |
2024-03-31 |
126,810 |
$7,151,000 |
2,604 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
163 |
- |
2023-12-31 |
130,567 |
$7,030,000 |
-12,556 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
915 |
- |
2023-12-31 |
127,417 |
$6,860,000 |
60,558 |
|
Rockefeller Capital Management L.P. |
559 |
- |
2023-12-31 |
125,938 |
$6,781,000 |
5,546 |
|
U.S. Capital Wealth Advisors LLC |
91 |
- |
2023-12-31 |
125,357 |
$6,749,000 |
-2,948 |
|
Goss Wealth Management LLC |
280 |
- |
2023-12-31 |
119,773 |
$6,679,000 |
-105,006 |
|
HIGHTOWER ADVISORS, LLC |
849 |
- |
2023-12-31 |
120,825 |
$6,512,000 |
51,777 |
|
IAM Advisory LLC |
12 |
- |
2024-03-31 |
113,734 |
$6,413,000 |
-2,111 |
|
EPG Wealth Management LLC |
11 |
- |
2023-12-31 |
106,338 |
$6,134,000 |
-3,468 |
|
CWM LLC |
381 |
- |
2024-03-31 |
108,554 |
$6,121,000 |
7,558 |
|
CREATIVE PLANNING |
524 |
- |
2023-12-31 |
109,268 |
$5,883,000 |
-4,483 |
|
StoneCrest Wealth Management Inc. |
5 |
- |
2024-03-31 |
104,038 |
$5,867,000 |
2,096 |
|
Silverleafe Capital Partners LLC |
15 |
*New |
2024-03-31 |
103,626 |
$5,843,000 |
103,626 |
|
Hobart Private Capital LLC |
18 |
*New |
2024-03-31 |
102,860 |
$5,800,000 |
102,860 |
|
Mutual Advisors LLC |
109 |
- |
2023-12-31 |
107,411 |
$5,783,000 |
-823 |
|
TPG Financial Advisors LLC |
14 |
- |
2023-12-31 |
107,011 |
$5,613,000 |
1,605 |
|
Global Assets Advisory LLC |
80 |
- |
2024-03-31 |
313,542 |
$5,586,000 |
313,542 |
|
OPPENHEIMER & CO INC |
233 |
- |
2023-12-31 |
100,113 |
$5,390,000 |
13,956 |
|
AE Wealth Management LLC |
570 |
- |
2023-12-31 |
92,132 |
$5,197,000 |
-3,490 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
646 |
- |
2024-03-31 |
91,678 |
$5,170,000 |
14,611 |
|
Avestar Capital LLC |
33 |
- |
2023-12-31 |
95,783 |
$5,157,000 |
-4,094 |
|
Migdal Insurance & Financial Holdings Ltd. |
84 |
- |
2023-12-31 |
92,746 |
$5,003,000 |
-3,995 |
|
Quaker Wealth Management LLC |
16 |
- |
2023-12-31 |
91,606 |
$4,932,000 |
-200 |
|
Cetera Investment Advisers |
439 |
- |
2023-12-31 |
91,421 |
$4,922,000 |
1,498 |
|
Baird Financial Group Inc. |
664 |
- |
2023-12-31 |
89,946 |
$4,843,000 |
19,780 |
|
SFI Advisors LLC |
5 |
- |
2023-12-31 |
88,877 |
$4,785,000 |
69 |
|
Pinnacle Wealth Management Advisory Group LLC |
44 |
- |
2023-12-31 |
88,871 |
$4,785,000 |
-296 |
|
Frisch Financial Group Inc. |
17 |
- |
2023-12-31 |
87,240 |
$4,697,000 |
2,024 |
|
NATIONAL ASSET MANAGEMENT, INC. |
177 |
- |
2023-12-31 |
87,230 |
$4,696,000 |
-7,487 |
|
Obsidian Personal Planning Solutions LLC |
11 |
*New |
2023-12-31 |
80,871 |
$4,354,000 |
80,871 |
|
NTV ASSET MANAGEMENT LLC |
39 |
- |
2023-12-31 |
79,555 |
$4,283,000 |
-200 |
|
RFG Advisory Group LLC |
121 |
- |
2024-03-31 |
75,204 |
$4,241,000 |
8,374 |
|
LFA - Lugano Financial Advisors SA |
|
- |
2023-12-31 |
78,557 |
$4,230,000 |
-4,854 |
|
Twin Peaks Wealth Advisors LLC |
15 |
- |
2024-03-31 |
74,174 |
$4,183,000 |
-4,156 |
|
GRANITE INVESTMENT PARTNERS, LLC |
165 |
- |
2023-12-31 |
76,395 |
$4,113,000 |
0 |
|
Crown Wealth Group LLC |
|
- |
2023-12-31 |
75,076 |
$4,042,000 |
33,686 |
|
SUMITOMO MITSUI FINANCIAL GROUP INC. |
60 |
- |
2023-12-31 |
72,683 |
$3,913,000 |
20,922 |
|
Vivid Wealth Management LLC |
15 |
- |
2024-03-31 |
68,204 |
$3,846,000 |
-349 |
|
NBC SECURITIES INC. |
47 |
- |
2024-03-31 |
67,659 |
$3,815,000 |
30,535 |
|
J.W. COLE ADVISORS INC. |
106 |
- |
2023-12-31 |
70,281 |
$3,784,000 |
836 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
70,076 |
$3,773,000 |
-458 |
|
BECK CAPITAL MANAGEMENT LLC |
28 |
- |
2023-12-31 |
69,676 |
$3,751,000 |
31,808 |
|
Stratos Wealth Partners LTD. |
289 |
- |
2024-03-31 |
66,385 |
$3,743,000 |
-13,261 |
|
Concentrum Wealth Management |
13 |
- |
2023-12-31 |
66,556 |
$3,583,000 |
-31,297 |
|
Robertson Stephens Wealth Management LLC |
84 |
*New |
2023-12-31 |
66,307 |
$3,570,000 |
66,307 |
|
Strategic Blueprint LLC |
92 |
- |
2024-03-31 |
63,170 |
$3,562,000 |
318 |
|
PROSPERA FINANCIAL SERVICES |
199 |
- |
2023-12-31 |
66,032 |
$3,555,000 |
19,111 |
|
NORTHSTAR ASSET MANAGEMENT LLC |
30 |
- |
2024-03-31 |
62,445 |
$3,521,000 |
-3,525 |
|
COMERICA BANK |
876 |
- |
2023-12-31 |
64,787 |
$3,488,000 |
-321 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|