| |
Institutional
Holders
Total
Institutions:
 |
94  6 |
|
|
Total
shares held :
|
11,474,387 |
|
|
% of shares
held :
|
12.75% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
|
Amount
of shares held :
|
841,130 |
|
|
% of shares
held change :
|
0.93% |
|
| 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 |
  PNC FINANCIAL SERVICES GROUP INC |
169 |
- |
2024-03-31 |
1,032,479 |
$108,896,000 |
-19,964 |
|
| LPL FINANCIAL CORP |
417 |
- |
2024-03-31 |
704,070 |
$74,258,000 |
-187,844 |
|
| UBS Group AG |
714 |
- |
2023-12-31 |
425,071 |
$44,890,000 |
-29,618 |
|
| AWM CAPITAL LLC |
6 |
- |
2024-03-31 |
310,869 |
$32,787,000 |
-38,728 |
|
| Private Advisor Group LLC |
101 |
- |
2024-03-31 |
265,947 |
$28,049,000 |
-17,346 |
|
| Brookstone Capital Management |
46 |
- |
2024-03-31 |
262,906 |
$27,729,000 |
-12,974 |
|
| BANK OF AMERICA CORP /DE/ |
1641 |
- |
2023-12-31 |
233,484 |
$24,657,000 |
-116,337 |
|
| DOCK STREET ASSET MANAGEMENT INC |
12 |
- |
2023-12-31 |
186,882 |
$19,736,000 |
-15,883 |
|
| TITAN CAPITAL MANAGEMENT, LLC /CA |
2 |
- |
2023-12-31 |
136,308 |
$14,395,000 |
-4,146 |
|
| Stratos Wealth Partners LTD. |
149 |
- |
2024-03-31 |
77,471 |
$8,171,000 |
-51,524 |
|
| BB&T CORP |
765 |
- |
2023-12-31 |
61,466 |
$6,491,000 |
-14,440 |
|
| IFG Advisory LLC |
90 |
- |
2024-03-31 |
43,112 |
$4,547,000 |
-19,628 |
|
| Advisor Group Holdings Inc. |
1268 |
- |
2024-03-31 |
33,845 |
$3,570,000 |
-3,383 |
|
| DUBUQUE BANK & TRUST CO |
59 |
- |
2023-09-30 |
27,636 |
$2,916,000 |
-2,637 |
|
| FIDUCIARY TRUST CO |
215 |
- |
2023-12-31 |
24,255 |
$2,561,000 |
-5,617 |
|
| Core Wealth Partners LLC |
13 |
- |
2024-03-31 |
21,022 |
$2,217,000 |
-2,223 |
|
| Intrua Financial LLC |
92 |
- |
2023-03-31 |
12,108 |
$1,279,000 |
-167 |
|
| WRAPMANAGER INC |
75 |
- |
2024-03-31 |
9,942 |
$1,049,000 |
-9,491 |
|
| FINANCIAL NETWORK |
1575 |
- |
2023-12-31 |
7,071 |
$747,000 |
-2,280 |
|
| FLAGSHIP HARBOR ADVISORS LLC |
378 |
- |
2024-03-31 |
4,813 |
$508,000 |
-892 |
|
| PFG Advisors |
397 |
- |
2024-03-31 |
4,559 |
$481,000 |
-99 |
|
| Global Retirement Partners LLC |
557 |
- |
2024-03-31 |
4,150 |
$438,000 |
-2,209 |
|
| Financial Advocates Investment Management |
483 |
- |
2024-03-31 |
4,137 |
$436,000 |
-375 |
|
| Steward Partners Investment Advisory LLC |
1117 |
- |
2023-12-31 |
3,577 |
$378,000 |
-369 |
|
| COMERICA BANK |
2054 |
- |
2023-12-31 |
3,122 |
$330,000 |
-3,252 |
|
| Belpointe Asset Management LLC |
646 |
- |
2024-03-31 |
2,483 |
$262,000 |
-32 |
|
| CITADEL ADVISORS LLC |
4368 |
- |
2023-12-31 |
2,030 |
$214,000 |
-16,490 |
|
| PRIVATE TRUST CO NA |
752 |
- |
2024-03-31 |
1,346 |
$142,000 |
-388 |
|
| Geneos Wealth Management Inc. |
1042 |
- |
2024-03-31 |
500 |
$53,000 |
-400 |
|
| Bell Investment Advisors Inc |
351 |
- |
2024-03-31 |
214 |
$23,000 |
-158 |
|
| Venturi Wealth Management LLC |
797 |
- |
2024-03-31 |
156 |
$16,000 |
-5,789 |
|
| GRADIENT INVESTMENTS LLC |
690 |
- |
2024-03-31 |
55 |
$6,000 |
-61 |
|
| CWM LLC |
4095 |
- |
2024-03-31 |
10 |
$1,000 |
-332 |
|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3449 |
- |
2023-12-31 |
3 |
$0 |
-341 |
|
| Impact Partnership Wealth LLC |
1105 |
- |
2023-12-31 |
0 |
$0 |
-691 |
|
|
35 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
|
|
|
