|
Institutional
Holders
Total
Institutions:
|
276 9 |
|
Total
shares held :
|
98,977,536 |
|
% of shares
held :
|
87.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
Amount
of shares held :
|
6,834,513 |
|
% of shares
held change :
|
6.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$34.64 |
|
Last
Quarter's Ending
Price :
|
$36.98 |
|
Last
Quarter's Average
Price :
|
$35.41 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
5.03 (14.21%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
31
|
2,156,684
|
2.18%
|
|
|
Increased
Positions : |
95
|
10,107,700
|
10.21%
|
|
|
Unchanged
Positions : |
69
|
1,742,900
|
1.76%
|
|
|
Decreased
Positions : |
81
|
-4,071,975
|
-4.11%
|
|
|
Closed
Positions : |
22
|
-1,357,896
|
-1.37%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
310 |
- |
2023-12-31 |
3,851,405 |
$142,425,000 |
-1,406,009 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
18 |
- |
2023-12-31 |
2,883,569 |
$106,634,000 |
-1,484,963 |
|
MOSAIC FAMILY WEALTH PARTNERS LLC |
3 |
- |
2023-12-31 |
1,336,145 |
$49,411,000 |
-57,481 |
|
OBrien Wealth Partners LLC |
2 |
- |
2024-03-31 |
1,173,226 |
$48,020,000 |
-15,578 |
|
Schoolcraft Capital LLC |
3 |
- |
2024-03-31 |
824,305 |
$33,739,000 |
-29,449 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
369 |
- |
2024-03-31 |
761,535 |
$31,170,000 |
-64,780 |
|
BANK OF MONTREAL /CAN/ |
592 |
- |
2023-12-31 |
736,356 |
$27,276,000 |
-260,150 |
|
Crewe Advisors LLC |
10 |
- |
2023-12-31 |
662,397 |
$24,495,000 |
-24,013 |
|
Advisor Group Holdings Inc. |
423 |
- |
2023-12-31 |
642,113 |
$23,746,000 |
-173,183 |
|
STIFEL FINANCIAL CORP |
500 |
- |
2023-12-31 |
566,871 |
$20,963,000 |
-1,281 |
|
WESCAP Management Group Inc. |
2 |
- |
2023-12-31 |
526,553 |
$19,472,000 |
-7,225 |
|
BURKETT FINANCIAL SERVICES LLC |
3 |
- |
2024-03-31 |
469,727 |
$19,226,000 |
-9,339 |
|
COLONY GROUP LLC |
95 |
- |
2023-09-30 |
535,825 |
$18,700,000 |
-77,122 |
|
Cetera Investment Advisers |
167 |
- |
2023-12-31 |
391,350 |
$14,472,000 |
-50,328 |
|
High Note Wealth LLC |
6 |
- |
2023-12-31 |
308,312 |
$11,401,000 |
-190 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
83 |
- |
2024-03-31 |
219,577 |
$8,987,000 |
-2,386 |
|
PFG FINANCIAL ADVISORS |
28 |
- |
2024-03-31 |
212,013 |
$8,678,000 |
-6,646 |
|
ALPHAMARK ADVISORS LLC |
7 |
- |
2024-03-31 |
201,540 |
$8,249,000 |
-4,445 |
|
COMMERCE BANK N A/MO |
231 |
- |
2023-12-31 |
216,371 |
$8,001,000 |
-2,654 |
|
Cooper Financial Group |
16 |
- |
2024-03-31 |
180,714 |
$7,397,000 |
-22,913 |
|
MML INVESTORS SERVICES LLC |
483 |
- |
2023-12-31 |
187,691 |
$6,941,000 |
-1,552 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
32 |
- |
2024-03-31 |
166,892 |
$6,831,000 |
-1,938 |
|
US BANCORP |
511 |
- |
2023-12-31 |
177,016 |
$6,546,000 |
-5,924 |
|
CITIGROUP INC |
991 |
- |
2023-12-31 |
174,785 |
$6,464,000 |
-19,443 |
|
Forefront Analytics LLC |
11 |
- |
2023-12-31 |
165,727 |
$6,129,000 |
-3,236 |
|
PARTNERS CAPITAL INVESTMENT GROUP LLP |
92 |
- |
2023-12-31 |
144,063 |
$5,327,000 |
-52,164 |
|
Pensionmark Financial Group LLC |
27 |
- |
2023-12-31 |
138,053 |
$5,105,000 |
-2,395 |
|
Arkadios Wealth Advisors |
|
- |
2023-12-31 |
123,530 |
$4,568,000 |
-3,304 |
|
Jordan Park Group LLC |
23 |
- |
2023-12-31 |
105,516 |
$3,902,000 |
-335 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
33 |
- |
2024-03-31 |
81,694 |
$3,344,000 |
-9,564 |
|
MARINER WEALTH ADVISORS, LLC |
853 |
- |
2023-12-31 |
86,632 |
$3,204,000 |
-29,701 |
|
Goldstein Advisors LLC |
28 |
- |
2023-12-31 |
85,153 |
$3,149,000 |
-3,493 |
|
Dynamic Advisors Solutions LLC |
236 |
- |
2024-03-31 |
75,124 |
$3,075,000 |
-3,138 |
|
AlphaCore Capital LLC |
44 |
- |
2023-12-31 |
78,850 |
$2,916,000 |
-6 |
|
Maltin Wealth Management Inc. |
16 |
- |
2024-03-31 |
69,556 |
$2,847,000 |
-1,518 |
|
MCCORMACK ADVISORS INTERNATIONAL |
249 |
- |
2023-12-31 |
72,717 |
$2,689,000 |
-447 |
|
CAPTRUST FINANCIAL ADVISORS |
817 |
- |
2023-12-31 |
68,469 |
$2,532,000 |
-2,142 |
|
Western Wealth Management LLC |
127 |
- |
2023-12-31 |
64,135 |
$2,372,000 |
-953 |
|
Hillcrest Wealth Advisors - NY LLC |
19 |
- |
2024-03-31 |
57,525 |
$2,354,000 |
-12,670 |
|
STRATEGIC ADVISORS LLC |
51 |
- |
2024-03-31 |
55,391 |
$2,267,000 |
-1,073 |
|
Miracle Mile Advisors LLC |
177 |
- |
2024-03-31 |
53,248 |
$2,179,000 |
-18,966 |
|
Qube Research & Technologies Ltd |
1289 |
- |
2023-12-31 |
54,602 |
$2,019,000 |
-1,150 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
749 |
- |
2023-09-30 |
55,162 |
$1,925,000 |
-3,162 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
54 |
- |
2023-12-31 |
50,025 |
$1,850,000 |
-2,176 |
|
DAVIDSON D A & CO |
527 |
- |
2023-12-31 |
48,461 |
$1,792,000 |
-707 |
|
BLAIR WILLIAM & CO/IL |
708 |
- |
2023-12-31 |
46,664 |
$1,726,000 |
-164 |
|
Tanglewood Legacy Advisors LLC |
21 |
- |
2024-03-31 |
39,937 |
$1,635,000 |
-450 |
|
Empirical Asset Management LLC |
16 |
- |
2023-12-31 |
41,479 |
$1,534,000 |
-940 |
|
Equitable Holdings Inc. |
527 |
- |
2023-12-31 |
33,740 |
$1,248,000 |
-8,623 |
|
ATRIA INVESTMENTS LLC |
824 |
- |
2023-12-31 |
31,874 |
$1,179,000 |
-69,219 |
|
FINANCEWARE, INC. |
27 |
- |
2024-03-31 |
27,698 |
$1,134,000 |
-4,228 |
|
DEUTSCHE BANK AG |
1884 |
- |
2023-12-31 |
30,560 |
$1,130,000 |
-459 |
|
NORTHERN TRUST CORP |
3277 |
- |
2023-12-31 |
29,998 |
$1,109,000 |
-1,000 |
|
Wedmont Private Capital |
166 |
- |
2024-03-31 |
27,171 |
$1,102,000 |
-1,587 |
|
MISSION WEALTH MANAGEMENT LLC |
238 |
- |
2023-12-31 |
25,528 |
$944,000 |
-166 |
|
Patten Group Inc. |
121 |
- |
2024-03-31 |
22,746 |
$931,000 |
-834 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
222 |
- |
2024-03-31 |
22,485 |
$920,000 |
-1,558 |
|
SHEETS SMITH & ASSOCIATES INC |
145 |
- |
2023-09-30 |
25,284 |
$882,000 |
-2,319 |
|
EVOKE WEALTH LLC |
363 |
- |
2023-12-31 |
21,773 |
$805,000 |
-614 |
|
HIGHTOWER ADVISORS, LLC |
1946 |
- |
2023-12-31 |
21,130 |
$780,000 |
-1,100 |
|
PCA Investment Advisory Services Inc. |
37 |
- |
2023-12-31 |
20,668 |
$764,000 |
-1,585 |
|
CWM LLC |
961 |
- |
2024-03-31 |
18,428 |
$754,000 |
-7,417 |
|
Kestra Advisory Services LLC |
1275 |
- |
2023-12-31 |
19,892 |
$736,000 |
-6,919 |
|
LVW Advisors LLC |
137 |
- |
2024-03-31 |
15,430 |
$632,000 |
-5,927 |
|
Retirement Income Solutions Inc |
65 |
- |
2023-12-31 |
16,253 |
$601,000 |
-780 |
|
GOELZER INVESTMENT MANAGEMENT, INC. |
167 |
- |
2023-12-31 |
15,830 |
$585,000 |
-245 |
|
Integrated Wealth Concepts LLC |
959 |
- |
2023-12-31 |
14,579 |
$539,000 |
-2,546 |
|
Swisher Financial Concepts Inc. |
36 |
- |
2024-03-31 |
12,638 |
$512,000 |
-675 |
|
Calton & Associates Inc. |
96 |
- |
2024-03-31 |
11,624 |
$476,000 |
-30 |
|
Pacitti Group Inc. |
96 |
- |
2023-12-31 |
12,567 |
$465,000 |
-26 |
|
AVAII WEALTH MANAGEMENT LLC |
85 |
- |
2023-12-31 |
11,352 |
$420,000 |
-829 |
|
Lido Advisors LLC |
817 |
- |
2023-12-31 |
11,110 |
$411,000 |
-1,719 |
|
Hoxton Planning & Management LLC |
101 |
- |
2024-03-31 |
9,529 |
$390,000 |
-90 |
|
TRUE Private Wealth Advisors |
208 |
- |
2024-03-31 |
8,881 |
$363,000 |
-2,704 |
|
CLS INVESTMENT FIRM LLC |
1106 |
- |
2022-12-31 |
10,438 |
$336,000 |
-3 |
|
IAG Wealth Partners LLC |
71 |
- |
2024-03-31 |
8,202 |
$336,000 |
-20 |
|
CFO4Life L.P. |
125 |
- |
2022-12-31 |
10,115 |
$326,000 |
-308,621 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
566 |
- |
2023-12-31 |
8,347 |
$309,000 |
-618 |
|
RMB CAPITAL MANAGEMENT LLC |
441 |
- |
2023-12-31 |
8,203 |
$303,000 |
-7 |
|
S.A. Mason LLC |
125 |
- |
2024-03-31 |
7,370 |
$302,000 |
-30 |
|
TRITONPOINT WEALTH LLC |
275 |
- |
2024-03-31 |
4,373 |
$271,000 |
-2,943 |
|
Bank of New Hampshire |
175 |
- |
2024-03-31 |
6,233 |
$255,000 |
-600 |
|
Orion Portfolio Solutions LLC |
1472 |
- |
2023-12-31 |
6,762 |
$252,000 |
-33,468 |
|
Latitude Advisors LLC |
138 |
- |
2024-03-31 |
6,081 |
$249,000 |
-173 |
|
Lumature Wealth Partners LLC |
146 |
- |
2023-06-30 |
6,496 |
$230,000 |
-565 |
|
Ameritas Advisory Services LLC |
635 |
- |
2023-12-31 |
6,201 |
$229,000 |
-1,038 |
|
MONEY CONCEPTS CAPITAL CORP |
372 |
- |
2023-12-31 |
5,498 |
$203,000 |
-1,173 |
|
GPS Wealth Strategies Group LLC |
251 |
- |
2023-12-31 |
5,070 |
$187,000 |
-25 |
|
Global Retirement Partners LLC |
1062 |
- |
2024-03-31 |
2,512 |
$103,000 |
-25 |
|
PRIVATE TRUST CO NA |
1012 |
- |
2024-03-31 |
1,573 |
$64,000 |
-4,709 |
|
NATIONAL BANK OF CANADA /FI/ |
1523 |
- |
2023-12-31 |
1,696 |
$63,000 |
-332 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
717 |
- |
2023-12-31 |
519 |
$19,000 |
-700 |
|
TOWER RESEARCH CAPITAL LLC |
3690 |
- |
2023-12-31 |
503 |
$19,000 |
-774 |
|
HARBOUR INVESTMENTS INC. |
2153 |
- |
2023-12-31 |
233 |
$9,000 |
-154 |
|
Coppell Advisory Solutions LLC |
1237 |
- |
2023-12-31 |
88 |
$3,000 |
-5,502 |
|
|
95 Records found
|
1
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