|
Institutional
Holders
Total
Institutions:
|
233 5 |
|
Total
shares held :
|
45,477,810 |
|
% of shares
held :
|
50.53% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
872,230 |
|
% of shares
held change :
|
0.97% |
|
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 |
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
40 |
- |
2024-03-31 |
8,666,047 |
$336,936,000 |
-341,408 |
|
RAYMOND JAMES & ASSOCIATES |
155 |
- |
2024-03-31 |
4,561,172 |
$177,338,000 |
-42,013 |
|
UBS Group AG |
703 |
- |
2023-12-31 |
1,247,361 |
$45,591,000 |
-212,872 |
|
Advisor Group Holdings Inc. |
286 |
- |
2024-03-31 |
804,905 |
$31,259,000 |
-2,632 |
|
MBL Wealth LLC |
6 |
- |
2024-03-31 |
783,373 |
$30,458,000 |
-39,956 |
|
BB&T CORP |
315 |
- |
2023-12-31 |
832,974 |
$30,445,000 |
-58,711 |
|
Consolidated Planning Corp |
4 |
- |
2024-03-31 |
629,263 |
$24,466,000 |
-472,527 |
|
HIGHTOWER ADVISORS, LLC |
449 |
- |
2024-03-31 |
543,841 |
$21,146,000 |
-23,470 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
510 |
- |
2024-03-31 |
490,427 |
$19,068,000 |
-5,912 |
|
WEST MICHIGAN ADVISORS LLC |
2 |
- |
2023-12-31 |
319,052 |
$11,661,000 |
-67,280 |
|
STIFEL FINANCIAL CORP |
719 |
- |
2023-12-31 |
315,593 |
$11,535,000 |
-5,007 |
|
MULTIFINANCIAL SECURITIES CORP |
134 |
- |
2023-12-31 |
312,903 |
$11,437,000 |
-28,064 |
|
Prostatis Group LLC |
1 |
- |
2023-03-31 |
299,314 |
$10,616,000 |
-7,939 |
|
Private Advisor Group LLC |
311 |
- |
2024-03-31 |
214,724 |
$8,348,000 |
-5,063 |
|
Goss Wealth Management LLC |
241 |
- |
2023-12-31 |
220,919 |
$8,153,000 |
-10,478 |
|
Andesa Financial Management Inc. |
3 |
- |
2022-12-31 |
200,079 |
$7,175,000 |
-171,337 |
|
RiverTree Advisors LLC |
9 |
- |
2024-03-31 |
173,044 |
$6,728,000 |
-68,239 |
|
Magnus Financial Group LLC |
28 |
- |
2024-03-31 |
168,705 |
$6,559,000 |
-11,699 |
|
RAYMOND JAMES TRUST CO |
131 |
- |
2024-03-31 |
164,328 |
$6,389,000 |
-6,989 |
|
ForthRight Wealth Management LLC |
12 |
- |
2024-03-31 |
145,291 |
$5,649,000 |
-4,505 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
706 |
- |
2024-03-31 |
136,758 |
$5,317,000 |
-11,605 |
|
MML INVESTORS SERVICES LLC |
589 |
- |
2023-12-31 |
138,016 |
$5,044,000 |
-19,971 |
|
REGAL INVESTMENT ADVISORS, LLC |
78 |
- |
2023-12-31 |
126,274 |
$4,615,000 |
-36,063 |
|
MERCER GLOBAL ADVISORS INC /ADV |
496 |
- |
2023-12-31 |
123,823 |
$4,526,000 |
-23,188 |
|
FINANCIAL NETWORK |
625 |
- |
2023-12-31 |
121,539 |
$4,442,000 |
-18,839 |
|
Moran Wealth Management LLC |
184 |
- |
2023-12-31 |
120,056 |
$4,388,000 |
-12,842 |
|
Signature Wealth Management Group |
13 |
- |
2024-03-31 |
108,175 |
$4,104,000 |
-1,378 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
252 |
- |
2024-03-31 |
96,304 |
$3,744,000 |
-3,395 |
|
BARNES PETTEY FINANCIAL ADVISORS LLC |
7 |
- |
2024-03-31 |
81,718 |
$3,177,000 |
-22,906 |
|
NOESIS CAPITAL MANGEMENT CORP |
37 |
- |
2024-03-31 |
81,193 |
$3,157,000 |
-2,180 |
|
PFG Advisors |
115 |
- |
2024-03-31 |
79,357 |
$3,085,000 |
-2,636 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
61 |
- |
2023-12-31 |
83,032 |
$3,035,000 |
-18,309 |
|
MGB Wealth Management LLC |
14 |
- |
2024-03-31 |
75,323 |
$2,929,000 |
-171 |
|
TBH Global Asset Management LLC |
37 |
- |
2024-03-31 |
75,240 |
$2,925,000 |
-9,766 |
|
BLAIR WILLIAM & CO/IL |
613 |
- |
2024-03-31 |
68,927 |
$2,680,000 |
-2,477 |
|
Pacitti Group Inc. |
12 |
- |
2023-12-31 |
71,888 |
$2,628,000 |
-1,310 |
|
Founders Financial Alliance LLC |
23 |
- |
2023-12-31 |
64,019 |
$2,340,000 |
-6,574 |
|
Cetera Investment Advisers |
740 |
- |
2023-12-31 |
63,274 |
$2,313,000 |
-11,646 |
|
Belpointe Asset Management LLC |
116 |
- |
2024-03-31 |
58,615 |
$2,279,000 |
-5,580 |
|
Collaborative Wealth Managment Inc. |
28 |
- |
2024-03-31 |
48,763 |
$1,896,000 |
-2,067 |
|
LAKE STREET FINANCIAL LLC |
96 |
- |
2024-03-31 |
47,102 |
$1,831,000 |
-1,828 |
|
RDA Financial Network |
51 |
- |
2024-03-31 |
43,406 |
$1,688,000 |
-7 |
|
Sowell Financial Services LLC |
267 |
- |
2024-03-31 |
41,263 |
$1,604,000 |
-639 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
138 |
- |
2024-03-31 |
40,311 |
$1,567,000 |
-3,876 |
|
Meridian Wealth Management LLC |
63 |
- |
2024-03-31 |
39,681 |
$1,540,000 |
-3,006 |
|
Ulrich Consultants & Investment Group LLC |
7 |
- |
2023-06-30 |
40,023 |
$1,441,000 |
-3,400 |
|
DAVENPORT & CO LLC |
526 |
- |
2024-03-31 |
35,773 |
$1,391,000 |
-5,896 |
|
SMITH MOORE & CO. |
123 |
- |
2023-12-31 |
36,892 |
$1,348,000 |
-4,437 |
|
STEPHENS INC /AR/ |
476 |
- |
2023-12-31 |
36,378 |
$1,330,000 |
-34,777 |
|
Semus Wealth Partners LLC |
19 |
- |
2024-03-31 |
34,139 |
$1,327,000 |
-1,078 |
|
Rockefeller Capital Management L.P. |
1077 |
- |
2023-12-31 |
32,963 |
$1,205,000 |
-1,784 |
|
Stratos Wealth Partners LTD. |
585 |
- |
2024-03-31 |
29,987 |
$1,166,000 |
-150 |
|
BANK OF NEW YORK MELLON CORP |
3067 |
- |
2024-03-31 |
29,306 |
$1,139,000 |
-144 |
|
SFMG, LLC |
91 |
- |
2024-03-31 |
26,332 |
$1,024,000 |
-10,713 |
|
FIRST HEARTLAND CONSULTANTS INC |
169 |
- |
2024-03-31 |
24,974 |
$971,000 |
-292 |
|
NBT BANK N A /NY |
214 |
- |
2024-03-31 |
22,206 |
$863,000 |
-1,690 |
|
Integrated Wealth Concepts LLC |
791 |
- |
2023-12-31 |
23,205 |
$848,000 |
-24,983 |
|
Principle Wealth Partners LLC |
171 |
- |
2024-03-31 |
21,167 |
$823,000 |
-53 |
|
Alliance Wealth Advisors LLC |
39 |
- |
2024-03-31 |
18,940 |
$736,000 |
-642 |
|
HANSON MCCLAIN, INC. |
470 |
- |
2024-03-31 |
18,048 |
$702,000 |
-1,046 |
|
Fox Financial Inc |
8 |
- |
2024-03-31 |
17,870 |
$695,000 |
-14,288 |
|
PACIFIC FINANCIAL GROUP INC |
41 |
- |
2024-03-31 |
16,232 |
$631,000 |
-799 |
|
Carson Advisory Inc. |
74 |
- |
2024-03-31 |
16,161 |
$628,000 |
-373 |
|
J.W. COLE ADVISORS INC. |
467 |
- |
2024-03-31 |
15,767 |
$613,000 |
-2,219 |
|
HARBOUR INVESTMENTS INC. |
490 |
- |
2023-12-31 |
16,069 |
$587,000 |
-752 |
|
Lido Advisors LLC |
702 |
- |
2023-12-31 |
16,033 |
$586,000 |
-3,172 |
|
Equitable Holdings Inc. |
756 |
- |
2023-12-31 |
14,551 |
$532,000 |
-724 |
|
PFG Investments LLC |
533 |
- |
2024-03-31 |
12,681 |
$493,000 |
-669 |
|
MUIRFIELD WEALTH ADVISORS LLC |
43 |
- |
2024-03-31 |
11,615 |
$452,000 |
-471 |
|
Opal Wealth Advisors LLC |
91 |
- |
2024-03-31 |
10,955 |
$426,000 |
-205 |
|
Western Wealth Management LLC |
429 |
- |
2024-03-31 |
9,973 |
$388,000 |
-9,121 |
|
ADVISORY SERVICES NETWORK, LLC |
1070 |
- |
2024-03-31 |
9,184 |
$357,000 |
-193 |
|
COMERICA BANK |
2066 |
- |
2023-12-31 |
8,756 |
$320,000 |
-114 |
|
Cornerstone Advisory LLP |
179 |
- |
2024-03-31 |
8,060 |
$313,000 |
-145 |
|
PRIVATE CLIENT SERVICES LLC |
91 |
- |
2024-03-31 |
7,924 |
$308,000 |
-649 |
|
DENVER WEALTH MANAGEMENT INC. |
65 |
- |
2024-03-31 |
7,917 |
$308,000 |
-472 |
|
PARK NATIONAL CORP /OH/ |
239 |
- |
2024-03-31 |
7,463 |
$290,000 |
-7,462 |
|
WEBSTER BANK |
189 |
- |
2024-03-31 |
7,000 |
$272,000 |
-11,174 |
|
Laidlaw Wealth Management LLC |
200 |
- |
2023-12-31 |
7,186 |
$263,000 |
-17,933 |
|
Gladstone Institutional Advisory LLC |
565 |
- |
2023-12-31 |
6,910 |
$253,000 |
-1,487 |
|
Ahrens Investment Partners LLC |
119 |
- |
2023-03-31 |
7,000 |
$248,000 |
-14,100 |
|
Insight Advisors LLC/ PA |
259 |
- |
2024-03-31 |
6,195 |
$241,000 |
-1,952 |
|
BRIGHTON JONES LLC |
544 |
- |
2024-03-31 |
5,734 |
$223,000 |
-289 |
|
Csenge Advisory Group |
643 |
- |
2024-03-31 |
5,712 |
$222,000 |
-11 |
|
Intrua Financial LLC |
314 |
- |
2023-03-31 |
6,025 |
$213,000 |
-125 |
|
Ameritas Advisory Services LLC |
655 |
- |
2023-12-31 |
5,639 |
$211,000 |
-1,352 |
|
WFA of San Diego LLC |
86 |
- |
2023-09-30 |
5,083 |
$177,000 |
-134 |
|
MORGAN STANLEY |
5557 |
- |
2023-12-31 |
4,748 |
$174,000 |
-736 |
|
PNC FINANCIAL SERVICES GROUP INC |
2516 |
- |
2024-03-31 |
3,000 |
$117,000 |
-728 |
|
TSFG LLC |
290 |
- |
2024-03-31 |
1,100 |
$43,000 |
-3,610 |
|
Salomon & Ludwin LLC |
487 |
- |
2024-03-31 |
462 |
$18,000 |
-3,834 |
|
Hartland & Co. LLC |
1020 |
- |
2023-12-31 |
322 |
$12,000 |
-96 |
|
TOWER RESEARCH CAPITAL LLC |
4568 |
- |
2023-12-31 |
223 |
$8,000 |
-2,479 |
|
Householder Group Estate & Retirement Specialist L |
908 |
- |
2024-03-31 |
158 |
$6,000 |
-677 |
|
|
94 Records found
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1
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