|
Institutional
Holders
Total
Institutions:
|
625 42 |
|
Total
shares held :
|
251,731,425 |
|
% of shares
held :
|
27.97% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
249 |
|
Amount
of shares held :
|
28,472,682 |
|
% 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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
78
|
2,774,007
|
1.1%
|
|
|
Increased
Positions : |
339
|
31,962,841
|
12.7%
|
|
|
Unchanged
Positions : |
76
|
2,252,839
|
0.89%
|
|
|
Decreased
Positions : |
132
|
-5,129,767
|
-2.04%
|
|
|
Closed
Positions : |
36
|
-1,134,399
|
-0.45%
|
|
|
Guru
Positions : |
1
|
149,221
|
0.06%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
60 |
- |
2023-12-31 |
63,007,438 |
$3,275,757,000 |
4,559,516 |
|
MORGAN STANLEY |
178 |
- |
2023-12-31 |
22,736,572 |
$1,182,074,000 |
2,519,945 |
|
LPL FINANCIAL CORP |
39 |
- |
2023-12-31 |
15,040,403 |
$781,950,000 |
1,823,279 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
21 |
- |
2023-12-31 |
12,170,245 |
$632,730,000 |
1,458,100 |
|
WELLS FARGO & CO/MN |
148 |
- |
2023-12-31 |
9,498,765 |
$493,841,000 |
822,077 |
|
Advisor Group Holdings Inc. |
11 |
- |
2023-12-31 |
9,207,149 |
$478,747,000 |
-1,690,032 |
|
UBS Group AG |
155 |
- |
2023-12-31 |
6,339,263 |
$329,578,000 |
709,324 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
40 |
- |
2023-12-31 |
5,860,399 |
$304,682,000 |
928,682 |
|
AMERIPRISE FINANCIAL INC |
233 |
- |
2023-12-31 |
5,846,631 |
$303,647,000 |
2,621,274 |
|
RAYMOND JAMES & ASSOCIATES |
88 |
- |
2023-12-31 |
5,271,114 |
$274,045,000 |
609,132 |
|
ROYAL BANK OF CANADA |
300 |
- |
2023-12-31 |
4,050,503 |
$210,585,000 |
761,674 |
|
ENVESTNET ASSET MANAGEMENT INC |
227 |
- |
2023-12-31 |
3,903,127 |
$202,924,000 |
626,253 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
12 |
- |
2023-12-31 |
3,602,423 |
$187,290,000 |
96,640 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
53 |
- |
2023-12-31 |
3,552,043 |
$184,671,000 |
588,269 |
|
ANNEX ADVISORY SERVICES, LLC |
5 |
- |
2024-03-31 |
2,462,464 |
$143,094,000 |
17,718 |
|
FINANCIAL NETWORK |
22 |
- |
2023-12-31 |
1,907,690 |
$99,181,000 |
101,425 |
|
Carlson Capital Management |
5 |
- |
2024-03-31 |
1,592,758 |
$92,555,000 |
-350,991 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
93 |
- |
2024-03-31 |
1,519,653 |
$88,307,000 |
97,417 |
|
HIGHTOWER ADVISORS, LLC |
174 |
- |
2023-12-31 |
1,461,840 |
$75,962,000 |
103,427 |
|
JANNEY MONTGOMERY SCOTT LLC |
85 |
- |
2023-12-31 |
1,439,487 |
$74,839,000 |
243,669 |
|
STIFEL FINANCIAL CORP |
218 |
- |
2023-12-31 |
1,406,894 |
$73,145,000 |
175,403 |
|
MML INVESTORS SERVICES LLC |
57 |
- |
2023-12-31 |
1,343,478 |
$69,847,000 |
134,171 |
|
AXXCESS WEALTH MANAGEMENT LLC |
6 |
- |
2023-12-31 |
1,325,765 |
$68,927,000 |
-108,511 |
|
Requisite Capital Management LLC |
2 |
- |
2024-03-31 |
1,152,769 |
$66,987,000 |
70,701 |
|
Capital Asset Advisory Services LLC |
4 |
- |
2024-03-31 |
1,071,877 |
$62,040,000 |
14,151 |
|
Kestra Advisory Services LLC |
25 |
- |
2023-12-31 |
1,172,292 |
$60,947,000 |
281,182 |
|
Baird Financial Group Inc. |
200 |
- |
2023-12-31 |
937,817 |
$48,757,000 |
158,274 |
|
Intelligence Driven Advisers LLC |
5 |
- |
2023-12-31 |
935,241 |
$48,361,000 |
327,335 |
|
Orion Portfolio Solutions LLC |
28 |
- |
2023-12-31 |
899,617 |
$46,870,000 |
420,321 |
|
RVW Wealth LLC |
5 |
- |
2024-03-31 |
764,213 |
$44,408,000 |
43,118 |
|
OBrien Wealth Partners LLC |
3 |
- |
2024-03-31 |
751,340 |
$43,660,000 |
2,199 |
|
MARINER WEALTH ADVISORS, LLC |
190 |
- |
2023-12-31 |
835,536 |
$43,440,000 |
267,333 |
|
SFMG, LLC |
8 |
- |
2023-12-31 |
819,962 |
$42,630,000 |
16,309 |
|
GREAT VALLEY ADVISOR GROUP INC. |
9 |
- |
2023-12-31 |
803,034 |
$41,750,000 |
170,854 |
|
Private Advisor Group LLC |
65 |
- |
2023-12-31 |
784,958 |
$40,810,000 |
92,905 |
|
EVENSKY & KATZ INC |
13 |
- |
2024-03-31 |
699,261 |
$40,634,000 |
30,132 |
|
Northeast Financial Consultants Inc |
12 |
- |
2023-12-31 |
768,032 |
$39,930,000 |
21,421 |
|
Equitable Holdings Inc. |
49 |
- |
2023-12-31 |
766,130 |
$39,831,000 |
94,595 |
|
Cetera Investment Advisers |
54 |
- |
2023-12-31 |
741,304 |
$38,540,000 |
119,868 |
|
WADE G W & INC |
21 |
- |
2023-12-31 |
725,784 |
$37,734,000 |
260,894 |
|
H D Vest Advisory Services |
29 |
- |
2023-12-31 |
724,681 |
$37,676,000 |
214,505 |
|
Edge Capital Group LLC |
8 |
- |
2023-12-31 |
681,172 |
$35,414,000 |
-239,471 |
|
Atria Wealth Solutions Inc. |
36 |
- |
2023-12-31 |
667,294 |
$34,771,000 |
10,936 |
|
Steward Partners Investment Advisory LLC |
42 |
- |
2023-12-31 |
664,034 |
$34,523,000 |
217,595 |
|
J P MORGAN CHASE & CO |
1286 |
- |
2023-12-31 |
660,068 |
$34,317,000 |
658,084 |
|
MULTIFINANCIAL SECURITIES CORP |
42 |
- |
2023-12-31 |
640,941 |
$33,323,000 |
75,325 |
|
ODonnell Financial Services LLC |
2 |
- |
2023-12-31 |
631,849 |
$32,850,000 |
279,293 |
|
OPPENHEIMER & CO INC |
21 |
- |
2023-12-31 |
602,365 |
$31,317,000 |
398,667 |
|
UNIQUE WEALTH LLC |
3 |
- |
2024-03-31 |
537,666 |
$31,236,000 |
19,327 |
|
CI Private Wealth LLC |
309 |
*New |
2023-12-31 |
579,076 |
$30,106,000 |
579,076 |
|
Rockefeller Capital Management L.P. |
211 |
- |
2023-12-31 |
576,151 |
$29,954,000 |
169,504 |
|
Provident Wealth Management LLC |
|
- |
2023-12-31 |
573,788 |
$29,831,000 |
9,439 |
|
Global Assets Advisory LLC |
16 |
- |
2024-03-31 |
1,694,524 |
$29,171,000 |
1,666,476 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
226 |
- |
2023-09-30 |
586,672 |
$28,999,000 |
-21,546 |
|
Wealthcare Advisory Partners LLC |
22 |
- |
2024-03-31 |
486,693 |
$28,282,000 |
3,542 |
|
Lee Financial Group Hawaii Inc. |
|
- |
2023-12-31 |
528,278 |
$27,465,000 |
-1,796 |
|
Venture Visionary Partners LLC |
10 |
- |
2023-12-31 |
524,727 |
$27,281,000 |
54,789 |
|
AFFINITY WEALTH MANAGEMENT |
4 |
- |
2024-03-31 |
464,621 |
$26,999,000 |
3,636 |
|
Wiser Wealth Management Inc |
3 |
- |
2024-03-31 |
463,529 |
$26,936,000 |
17,137 |
|
Brio Consultants LLC |
5 |
- |
2023-12-31 |
516,856 |
$26,871,000 |
2,398 |
|
CITIGROUP INC |
497 |
- |
2023-12-31 |
500,487 |
$26,020,000 |
30,369 |
|
AlphaCore Capital LLC |
7 |
- |
2023-12-31 |
489,458 |
$25,593,000 |
92,148 |
|
HOLLENCREST SECURITIES LLC |
9 |
- |
2023-12-31 |
486,151 |
$25,275,000 |
1,097 |
|
Cooper Financial Group |
3 |
- |
2024-03-31 |
433,158 |
$25,171,000 |
23,355 |
|
Windsor Group LTD |
5 |
- |
2023-09-30 |
509,187 |
$25,169,000 |
69,573 |
|
PARAGON CAPITAL MANAGEMENT LTD |
6 |
- |
2024-03-31 |
421,418 |
$24,489,000 |
27,249 |
|
Foundations Investment Advisors LLC |
33 |
- |
2023-12-31 |
462,334 |
$24,051,000 |
106,365 |
|
IAM Advisory LLC |
3 |
- |
2024-03-31 |
390,982 |
$22,720,000 |
24,348 |
|
Grant Street Asset Management Inc. |
|
- |
2023-12-31 |
426,889 |
$22,194,000 |
25,455 |
|
Goldstein Advisors LLC |
6 |
- |
2023-12-31 |
426,553 |
$22,176,000 |
414,487 |
|
Feltz Wealth PLAN Inc. |
4 |
- |
2023-12-31 |
426,371 |
$22,167,000 |
9,460 |
|
Procyon Private Wealth Partners LLC |
11 |
- |
2024-03-31 |
368,107 |
$21,391,000 |
35,837 |
|
Modern Wealth Management LLC |
9 |
- |
2023-12-31 |
405,679 |
$21,091,000 |
0 |
|
Onyx Bridge Wealth Group LLC |
4 |
- |
2023-12-31 |
404,204 |
$21,015,000 |
-220,479 |
|
Wealth Group Ltd |
4 |
- |
2023-12-31 |
402,782 |
$20,864,000 |
0 |
|
Aprio Wealth Management LLC |
5 |
- |
2024-03-31 |
357,798 |
$20,792,000 |
10,595 |
|
AE Wealth Management LLC |
218 |
- |
2023-12-31 |
390,107 |
$20,258,000 |
58,846 |
|
Certified Advisory Corp |
3 |
- |
2023-12-31 |
384,886 |
$20,010,000 |
22,885 |
|
PFG Advisors |
6 |
- |
2023-12-31 |
384,335 |
$19,982,000 |
31,770 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
7 |
- |
2023-12-31 |
384,343 |
$19,982,000 |
48,145 |
|
MCCORMACK ADVISORS INTERNATIONAL |
79 |
- |
2023-12-31 |
383,407 |
$19,933,000 |
69,843 |
|
Foster Victor Wealth Advisors LLC |
5 |
- |
2023-12-31 |
380,534 |
$19,826,000 |
46,331 |
|
SMITH MOORE & CO. |
8 |
- |
2023-12-31 |
379,860 |
$19,749,000 |
98,396 |
|
Sepio Capital LLC |
10 |
- |
2023-12-31 |
377,954 |
$19,650,000 |
115,513 |
|
Teamwork Financial Advisors LLC |
5 |
- |
2024-03-31 |
336,152 |
$19,534,000 |
104,522 |
|
CORA CAPITAL ADVISORS LLC |
2 |
- |
2024-03-31 |
321,665 |
$18,692,000 |
13,633 |
|
CAPTRUST FINANCIAL ADVISORS |
249 |
- |
2023-12-31 |
356,698 |
$18,545,000 |
14,116 |
|
Apexium Financial LP |
11 |
- |
2024-03-31 |
316,938 |
$18,417,000 |
17,658 |
|
We Are One Seven LLC |
11 |
- |
2023-12-31 |
335,791 |
$17,458,000 |
179,283 |
|
Stratos Wealth Partners LTD. |
68 |
- |
2024-03-31 |
300,092 |
$17,438,000 |
46,110 |
|
Capital Advisors Wealth Management LLC |
9 |
- |
2024-03-31 |
293,957 |
$17,082,000 |
51,549 |
|
BRYN MAWR TRUST CO/PA |
33 |
- |
2023-09-30 |
341,648 |
$16,888,000 |
41,341 |
|
HARBOUR INVESTMENTS INC. |
26 |
- |
2023-12-31 |
320,794 |
$16,678,000 |
35,618 |
|
CMC Financial Group |
2 |
- |
2023-12-31 |
316,782 |
$16,400,000 |
39,628 |
|
DAVIDSON D A & CO |
105 |
- |
2023-12-31 |
314,475 |
$16,350,000 |
22,673 |
|
Pacer Advisors Inc. |
281 |
- |
2023-12-31 |
313,709 |
$16,310,000 |
51,668 |
|
Socha Financial Group LLC |
5 |
- |
2023-12-31 |
312,057 |
$16,224,000 |
1,530 |
|
SAGE ADVISORY SERVICES, LTD.CO. |
6 |
- |
2023-12-31 |
305,514 |
$15,884,000 |
305,514 |
|
COMERICA BANK |
265 |
- |
2023-12-31 |
305,030 |
$15,858,000 |
200,077 |
|
Coulter & Justus Financial Services LLC |
2 |
- |
2023-12-31 |
302,595 |
$15,732,000 |
43,956 |
|
|
100 Records found
|
1
|
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