|
Institutional
Holders
Total
Institutions:
|
168 16 |
|
Total
shares held :
|
15,791,606 |
|
% of shares
held :
|
2.01% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-47 |
|
Amount
of shares held :
|
-2,782,951 |
|
% of shares
held change :
|
-0.35% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$28.91 |
|
Last
Quarter's Ending
Price :
|
$25.07 |
|
Last
Quarter's Average
Price :
|
$27.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.41 (1.5%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
388 |
- |
2024-03-31 |
6,546,160 |
$176,746,000 |
-327,872 |
|
BANK OF AMERICA CORP /DE/ |
1187 |
- |
2023-12-31 |
1,864,859 |
$46,752,000 |
-351,224 |
|
ALLIANCEBERNSTEIN L.P. |
901 |
- |
2023-12-31 |
743,249 |
$18,633,000 |
35,537 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
355 |
- |
2023-12-31 |
491,016 |
$12,310,000 |
12,322 |
|
MORGAN STANLEY |
3448 |
- |
2023-12-31 |
336,238 |
$8,430,000 |
79,875 |
|
JANE STREET GROUP LLC |
1103 |
- |
2023-12-31 |
312,448 |
$7,833,000 |
-388,746 |
|
Evolution Wealth Advisors LLC |
21 |
- |
2024-03-31 |
226,206 |
$6,108,000 |
-39,930 |
|
Peak Financial Management Inc. |
20 |
- |
2024-03-31 |
225,851 |
$6,098,000 |
13,900 |
|
SUMITOMO MITSUI TRUST HOLDINGS, INC. |
810 |
- |
2024-03-31 |
209,213 |
$5,649,000 |
-1,640 |
|
BLACKROCK INC. |
3458 |
- |
2024-03-31 |
207,642 |
$5,606,000 |
87,694 |
|
AMERIPRISE FINANCIAL INC |
2201 |
- |
2023-12-31 |
223,477 |
$5,555,000 |
-457,339 |
|
RAYMOND JAMES & ASSOCIATES |
1536 |
- |
2024-03-31 |
194,928 |
$5,263,000 |
14,162 |
|
AE Wealth Management LLC |
609 |
- |
2023-12-31 |
179,419 |
$4,676,000 |
13,748 |
|
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT |
59 |
- |
2023-12-31 |
167,055 |
$4,188,000 |
8,255 |
|
NWAM LLC |
68 |
- |
2024-03-31 |
151,229 |
$4,086,000 |
48 |
|
LPL FINANCIAL CORP |
1982 |
- |
2024-03-31 |
139,325 |
$3,762,000 |
-22,781 |
|
Atomi Financial Group Inc. |
69 |
- |
2024-03-31 |
130,217 |
$3,516,000 |
52,072 |
|
Foundations Investment Advisors LLC |
160 |
- |
2023-12-31 |
137,098 |
$3,493,000 |
33,078 |
|
MML INVESTORS SERVICES LLC |
767 |
- |
2023-12-31 |
130,981 |
$3,284,000 |
61,758 |
|
UBS Group AG |
2379 |
- |
2023-12-31 |
130,169 |
$3,263,000 |
-31,978 |
|
Advisor Group Holdings Inc. |
1345 |
- |
2024-03-31 |
120,202 |
$3,246,000 |
-21,185 |
|
VCI Wealth Management LLC |
12 |
- |
2024-03-31 |
117,923 |
$3,184,000 |
-16,675 |
|
ENVESTNET ASSET MANAGEMENT INC |
2230 |
- |
2023-12-31 |
115,224 |
$2,889,000 |
-8,717 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
200 |
- |
2024-03-31 |
105,331 |
$2,844,000 |
48,336 |
|
BROOKFIELD ASSET MANAGEMENT INC. |
88 |
*New |
2023-12-31 |
109,350 |
$2,741,000 |
109,350 |
|
CONSULTIVA WEALTH MANAGEMENT CORP. |
27 |
- |
2023-09-30 |
77 |
$2,245,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1012 |
- |
2023-12-31 |
88,263 |
$2,213,000 |
-8,397 |
|
Axiom Advisory LLC |
16 |
- |
2024-03-31 |
75,301 |
$2,033,000 |
5,029 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1806 |
- |
2024-03-31 |
71,049 |
$1,918,000 |
27,366 |
|
TWIN FOCUS CAPITAL PARTNERS, LLC |
50 |
- |
2023-12-31 |
73,100 |
$1,833,000 |
41,500 |
|
First National Bank of South Miami |
14 |
- |
2023-06-30 |
68,073 |
$1,769,000 |
13,184 |
|
WEALTHSOURCE PARTNERS LLC |
140 |
- |
2023-12-31 |
69,967 |
$1,754,000 |
-19,679 |
|
Kestra Advisory Services LLC |
849 |
- |
2023-12-31 |
69,889 |
$1,752,000 |
1,080 |
|
DAVIDSON D A & CO |
540 |
- |
2023-12-31 |
68,352 |
$1,714,000 |
-1,059 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
593 |
- |
2024-03-31 |
55,133 |
$1,489,000 |
-156,727 |
|
WC Walker & Associates Inc. |
36 |
- |
2022-12-31 |
54,794 |
$1,481,000 |
-9,903 |
|
ANCHOR CAPITAL ADVISORS INC |
150 |
- |
2024-03-31 |
54,233 |
$1,464,000 |
13,418 |
|
HANCOCK HOLDING CO |
246 |
- |
2023-12-31 |
56,106 |
$1,407,000 |
-36,518 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2011 |
- |
2024-03-31 |
50,737 |
$1,370,000 |
-9,971 |
|
United Community Bank |
52 |
- |
2024-03-31 |
49,051 |
$1,324,000 |
830 |
|
Columbus Macro LLC |
70 |
- |
2024-03-31 |
48,885 |
$1,320,000 |
0 |
|
Claraphi Advisory Network LLC |
58 |
- |
2022-12-31 |
46,128 |
$1,300,000 |
14,162 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
248 |
- |
2024-03-31 |
41,465 |
$1,120,000 |
3,723 |
|
Pettinga Financial Advisors LLC |
55 |
- |
2024-03-31 |
39,643 |
$1,070,000 |
3,269 |
|
Anfield Capital Management LLC |
51 |
- |
2024-03-31 |
35,579 |
$961,000 |
4,303 |
|
JANNEY MONTGOMERY SCOTT LLC |
1552 |
- |
2024-03-31 |
34,532 |
$932,000 |
-957 |
|
ARGI INVESTMENT SERVICES, LLC |
275 |
- |
2022-12-31 |
27,471 |
$774,000 |
7,975 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1909 |
- |
2024-03-31 |
28,313 |
$764,000 |
-572 |
|
Sigma Planning Corp |
629 |
- |
2024-03-31 |
25,586 |
$691,000 |
14,524 |
|
Brookstone Capital Management |
562 |
- |
2024-03-31 |
24,607 |
$664,000 |
-29,014 |
|
MODERA WEALTH MANAGEMENT, LLC |
340 |
- |
2023-12-31 |
26,040 |
$653,000 |
26,040 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
147 |
- |
2024-03-31 |
23,946 |
$647,000 |
-4,374 |
|
STIFEL FINANCIAL CORP |
2427 |
- |
2023-12-31 |
25,188 |
$631,000 |
-102,424 |
|
H D Vest Advisory Services |
949 |
- |
2024-03-31 |
22,381 |
$604,000 |
-30,717 |
|
SageView Advisory Group LLC |
288 |
*New |
2024-03-31 |
26,107 |
$594,000 |
26,107 |
|
Triumph Capital Management |
98 |
- |
2024-03-31 |
21,679 |
$589,000 |
401 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
23,261 |
$583,000 |
-7,766 |
|
EWG Elevate Inc. |
82 |
- |
2024-03-31 |
20,530 |
$554,000 |
1,892 |
|
Kingsview Wealth Management LLC |
645 |
- |
2024-03-31 |
19,693 |
$532,000 |
-391 |
|
FINANCIAL NETWORK |
1857 |
- |
2023-12-31 |
20,254 |
$508,000 |
-9,653 |
|
Hubbell Strickland Wealth Management LLC |
41 |
- |
2024-03-31 |
18,463 |
$498,000 |
-1,055 |
|
Prosperity Planning Inc. |
49 |
- |
2024-03-31 |
18,459 |
$498,000 |
1,436 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1906 |
*New |
2024-03-31 |
18,130 |
$490,000 |
18,130 |
|
CI Private Wealth LLC |
1628 |
- |
2024-03-31 |
18,100 |
$489,000 |
5,634 |
|
CITIGROUP INC |
2775 |
- |
2024-03-31 |
17,694 |
$478,000 |
-180 |
|
CREATIVE PLANNING |
1828 |
- |
2023-12-31 |
16,523 |
$414,000 |
-1,872 |
|
CLIENT 1ST ADVISORY GROUP LLC |
65 |
- |
2024-03-31 |
15,228 |
$411,000 |
-4,324 |
|
Madison Wealth Partners Inc |
72 |
- |
2024-03-31 |
14,875 |
$402,000 |
0 |
|
PATTON ALBERTSON & MILLER, LLC |
154 |
- |
2024-03-31 |
14,492 |
$391,000 |
-28,658 |
|
Buckingham Strategic Partners |
293 |
*New |
2023-12-31 |
15,189 |
$381,000 |
15,189 |
|
CWM LLC |
1264 |
- |
2024-03-31 |
12,656 |
$342,000 |
-8,475 |
|
ROYAL BANK OF CANADA |
4029 |
- |
2023-12-31 |
13,067 |
$327,000 |
-3,904 |
|
Laurel Wealth Advisors Inc. |
483 |
- |
2022-12-31 |
11,505 |
$324,000 |
-420 |
|
HIGHTOWER ADVISORS, LLC |
2580 |
- |
2024-03-31 |
11,973 |
$321,000 |
1,182 |
|
RSM US WEALTH MANAGEMENT LLC |
517 |
- |
2024-03-31 |
11,722 |
$316,000 |
-1,264 |
|
Northwest Capital Management Inc |
90 |
- |
2024-03-31 |
11,516 |
$311,000 |
-344 |
|
Disciplined Investments LLC |
101 |
- |
2024-03-31 |
11,164 |
$301,000 |
199 |
|
WEDBUSH MORGAN SECURITIES INC |
774 |
- |
2023-12-31 |
11,754 |
$295,000 |
-44,120 |
|
J P MORGAN CHASE & CO |
4014 |
- |
2024-03-31 |
10,681 |
$288,000 |
5,035 |
|
InterOcean Capital Group LLC |
365 |
- |
2023-12-31 |
11,507 |
$288,000 |
1,084 |
|
PRINCIPAL SECURITIES INC. |
872 |
- |
2024-03-31 |
10,558 |
$285,000 |
-1,783 |
|
OBrien Greene & Co. Inc |
111 |
- |
2024-03-31 |
10,325 |
$279,000 |
15 |
|
Oversea-Chinese Banking CORP Ltd |
263 |
- |
2023-12-31 |
11,000 |
$276,000 |
3,700 |
|
HARTLINE INVESTMENT CORP/ |
312 |
*New |
2024-03-31 |
9,850 |
$266,000 |
9,850 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
312 |
- |
2024-03-31 |
9,850 |
$266,000 |
0 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
128 |
- |
2023-12-31 |
10,575 |
$265,000 |
414 |
|
U.S. Capital Wealth Advisors LLC |
598 |
- |
2024-03-31 |
9,479 |
$256,000 |
-1,834 |
|
FCA CORP /TX |
156 |
- |
2024-03-31 |
9,493 |
$256,000 |
729 |
|
Atria Wealth Solutions Inc. |
1605 |
- |
2023-12-31 |
10,058 |
$252,000 |
-9,425 |
|
CITADEL ADVISORS LLC |
4247 |
- |
2023-12-31 |
9,762 |
$245,000 |
-4,486 |
|
TNF LLC |
105 |
- |
2024-03-31 |
8,161 |
$226,000 |
-2,520 |
|
CLS INVESTMENT FIRM LLC |
1266 |
- |
2022-12-31 |
7,848 |
$221,000 |
1,726 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
3023 |
- |
2024-03-31 |
8,082 |
$218,000 |
-19,724 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2112 |
*New |
2024-03-31 |
8,034 |
$217,000 |
8,034 |
|
Cetera Investment Advisers |
1985 |
- |
2023-12-31 |
8,611 |
$216,000 |
-1,367 |
|
NAPATREE CAPITAL LLC |
113 |
- |
2023-12-31 |
8,604 |
$216,000 |
0 |
|
Mutual Advisors LLC |
1017 |
- |
2024-03-31 |
7,699 |
$208,000 |
-1,635 |
|
BECKER CAPITAL MANAGEMENT INC |
256 |
- |
2023-12-31 |
8,310 |
$208,000 |
-1,585 |
|
TWO SIGMA SECURITIES LLC |
877 |
- |
2023-12-31 |
8,010 |
$201,000 |
8,010 |
|
BerganKDV Wealth Management LLC |
232 |
- |
2023-06-30 |
7,210 |
$187,000 |
-270 |
|
|
100 Records found
|
1
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