|
Institutional
Holders
Total
Institutions:
|
373 3 |
|
Total
shares held :
|
39,850,335 |
|
% of shares
held :
|
51.02% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-694,055 |
|
% of shares
held change :
|
-0.89% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$40.26 |
|
Last
Quarter's Ending
Price :
|
$45.69 |
|
Last
Quarter's Average
Price :
|
$41.95 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.63 (11.04%) |
|
|
|
|
|
|
|
|
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/ |
564 |
- |
2023-12-31 |
4,245,866 |
$193,994,000 |
-78,122 |
|
MORGAN STANLEY |
1035 |
- |
2023-12-31 |
2,637,872 |
$120,524,000 |
-749,313 |
|
LINSCOMB & WILLIAMS INC |
5 |
- |
2023-12-31 |
1,923,571 |
$87,888,000 |
-71,143 |
|
LPL FINANCIAL CORP |
345 |
- |
2023-12-31 |
1,762,483 |
$80,528,000 |
-14,588 |
|
UBS Group AG |
510 |
- |
2023-12-31 |
1,677,080 |
$76,626,000 |
-105 |
|
CREATIVE PLANNING |
96 |
- |
2023-12-31 |
1,657,243 |
$75,719,000 |
-1,231 |
|
AMERIPRISE FINANCIAL INC |
666 |
- |
2023-12-31 |
1,423,230 |
$64,856,000 |
17,589 |
|
Financial Planning & Information Services Inc. |
2 |
- |
2023-12-31 |
1,026,724 |
$46,911,000 |
-74,459 |
|
WELLS FARGO & CO/MN |
726 |
- |
2023-12-31 |
993,581 |
$45,397,000 |
55,425 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
277 |
- |
2023-12-31 |
797,855 |
$36,454,000 |
6,945 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
332 |
- |
2024-03-31 |
737,174 |
$35,952,000 |
-35,718 |
|
AE Wealth Management LLC |
114 |
- |
2023-12-31 |
785,831 |
$35,700,000 |
10,422 |
|
ROYAL BANK OF CANADA |
839 |
- |
2023-12-31 |
759,881 |
$34,719,000 |
180,017 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
598,222 |
$27,333,000 |
-7,630 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
24 |
- |
2023-12-31 |
560,862 |
$25,626,000 |
34,821 |
|
IAG Wealth Partners LLC |
6 |
- |
2024-03-31 |
493,093 |
$24,048,000 |
4,784 |
|
Baird Financial Group Inc. |
289 |
- |
2023-12-31 |
521,034 |
$23,806,000 |
8,740 |
|
Advisor Group Holdings Inc. |
426 |
- |
2023-12-31 |
514,108 |
$23,493,000 |
-75,141 |
|
FINANCIAL NETWORK |
163 |
- |
2023-12-31 |
483,803 |
$22,105,000 |
15,341 |
|
RAYMOND JAMES & ASSOCIATES |
747 |
- |
2024-03-31 |
441,787 |
$21,546,000 |
7,443 |
|
ENVESTNET ASSET MANAGEMENT INC |
1000 |
- |
2023-12-31 |
464,354 |
$21,216,000 |
-3,341 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
169 |
- |
2023-12-31 |
448,964 |
$20,513,000 |
-9,379 |
|
Rockefeller Capital Management L.P. |
287 |
- |
2023-12-31 |
447,617 |
$20,452,000 |
30,006 |
|
Soltis Investment Advisors LLC |
|
- |
2023-12-31 |
429,544 |
$19,626,000 |
-10,523 |
|
J P MORGAN CHASE & CO |
1711 |
- |
2023-12-31 |
351,350 |
$16,053,000 |
26,093 |
|
MCCORMACK ADVISORS INTERNATIONAL |
97 |
- |
2023-12-31 |
346,051 |
$15,811,000 |
6,426 |
|
Melone Private Wealth LLC |
1 |
- |
2023-12-31 |
327,039 |
$14,942,000 |
12,151 |
|
Kestra Advisory Services LLC |
180 |
- |
2023-12-31 |
324,998 |
$14,849,000 |
-50,060 |
|
STIFEL FINANCIAL CORP |
668 |
- |
2023-12-31 |
289,225 |
$13,215,000 |
-2,674 |
|
PRECEDENT WEALTH PARTNERS LLC |
3 |
- |
2024-03-31 |
257,006 |
$12,534,000 |
7,483 |
|
Private Wealth Strategies L.L.C. |
10 |
- |
2023-12-31 |
266,539 |
$12,178,000 |
6,021 |
|
Marion Wealth Management |
7 |
- |
2024-03-31 |
243,430 |
$11,872,000 |
-2,033 |
|
MERCER GLOBAL ADVISORS INC /ADV |
281 |
- |
2023-12-31 |
251,043 |
$11,470,000 |
31,491 |
|
FIRST HAWAIIAN BANK |
37 |
- |
2024-03-31 |
225,509 |
$10,998,000 |
-4,188 |
|
YCMNET ADVISORS INC |
65 |
- |
2023-12-31 |
240,587 |
$10,992,000 |
-4,872 |
|
Coulter & Justus Financial Services LLC |
7 |
- |
2023-12-31 |
228,556 |
$10,443,000 |
10,145 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
38 |
- |
2023-12-31 |
216,389 |
$9,887,000 |
-572 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
482 |
- |
2024-03-31 |
201,123 |
$9,809,000 |
-7,765 |
|
RMB CAPITAL MANAGEMENT LLC |
99 |
- |
2023-12-31 |
198,866 |
$9,086,000 |
14,842 |
|
Concord Wealth Partners |
16 |
- |
2023-12-31 |
197,121 |
$9,006,000 |
-8,632 |
|
JANNEY MONTGOMERY SCOTT LLC |
544 |
- |
2023-12-31 |
189,686 |
$8,667,000 |
-5,146 |
|
Private Advisor Group LLC |
285 |
- |
2023-12-31 |
185,693 |
$8,484,000 |
24,315 |
|
WADE G W & INC |
82 |
- |
2023-12-31 |
180,297 |
$8,238,000 |
-37,532 |
|
HIGHTOWER ADVISORS, LLC |
776 |
- |
2023-12-31 |
169,889 |
$7,756,000 |
8,828 |
|
BEACON FINANCIAL GROUP |
22 |
- |
2023-12-31 |
167,412 |
$7,649,000 |
4,212 |
|
INVENIO WEALTH PARTNERS LLC |
2 |
- |
2023-12-31 |
166,269 |
$7,597,000 |
11,160 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
436 |
- |
2023-12-31 |
165,880 |
$7,579,000 |
10,403 |
|
CX Institutional |
72 |
- |
2024-03-31 |
149,344 |
$7,284,000 |
-13,320 |
|
JNBA FINANCIAL ADVISORS |
32 |
- |
2024-03-31 |
139,530 |
$6,805,000 |
-138,725 |
|
Apeiron RIA LLC |
15 |
- |
2024-03-31 |
133,172 |
$6,495,000 |
-4,908 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
49 |
- |
2023-12-31 |
140,323 |
$6,411,000 |
-1,549 |
|
Cornerstone Wealth Management LLC |
47 |
- |
2024-03-31 |
130,904 |
$6,384,000 |
8,402 |
|
MARINER WEALTH ADVISORS, LLC |
611 |
- |
2023-12-31 |
138,137 |
$6,311,000 |
13,992 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
261 |
- |
2023-12-31 |
137,225 |
$6,270,000 |
-406,575 |
|
MODERA WEALTH MANAGEMENT, LLC |
133 |
- |
2023-12-31 |
135,742 |
$6,202,000 |
129,405 |
|
Sanford Advisory Services LLC |
18 |
- |
2022-12-31 |
144,450 |
$5,943,000 |
3,995 |
|
Financial Advisory Service Inc. |
|
- |
2023-12-31 |
124,796 |
$5,702,000 |
6,645 |
|
Dynamic Advisors Solutions LLC |
143 |
- |
2024-03-31 |
114,091 |
$5,564,000 |
6,000 |
|
MML INVESTORS SERVICES LLC |
557 |
- |
2023-12-31 |
121,110 |
$5,533,000 |
-60,118 |
|
Salomon & Ludwin LLC |
39 |
- |
2023-12-31 |
129,273 |
$5,295,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
713 |
- |
2024-03-31 |
107,815 |
$5,258,000 |
12,372 |
|
JFS WEALTH ADVISORS, LLC |
41 |
- |
2023-12-31 |
112,948 |
$5,161,000 |
-1,373 |
|
WHITE PINE INVESTMENT CO |
28 |
- |
2024-03-31 |
103,341 |
$5,040,000 |
-15,478 |
|
DAVIDSON D A & CO |
287 |
- |
2023-12-31 |
109,585 |
$5,007,000 |
-861 |
|
Integrys Wealth Advisors LLC |
19 |
- |
2024-03-31 |
100,282 |
$4,891,000 |
-455 |
|
Team Financial Group LLC |
10 |
- |
2023-12-31 |
106,086 |
$4,847,000 |
1,124 |
|
Long Run Wealth Advisors LLC |
24 |
- |
2024-03-31 |
92,414 |
$4,507,000 |
1,633 |
|
Frazier Financial Advisors LLC |
5 |
- |
2023-12-31 |
95,738 |
$4,374,000 |
0 |
|
CITADEL ADVISORS LLC |
1683 |
- |
2023-12-31 |
93,755 |
$4,284,000 |
56,871 |
|
Wealthcare Advisory Partners LLC |
125 |
- |
2024-03-31 |
85,395 |
$4,165,000 |
15,790 |
|
PROEQUITIES INC. |
78 |
- |
2023-12-31 |
90,532 |
$4,138,000 |
-123 |
|
Bickling Financial Services Inc. |
6 |
- |
2022-12-31 |
99,589 |
$4,097,000 |
5,685 |
|
BANK OF NEW YORK MELLON CORP |
2437 |
- |
2024-03-31 |
79,238 |
$3,864,000 |
-111,679 |
|
CAPTRUST FINANCIAL ADVISORS |
649 |
- |
2023-12-31 |
84,408 |
$3,857,000 |
900 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
102 |
- |
2023-03-31 |
93,915 |
$3,849,000 |
-312 |
|
FINANCIAL COUNSELORS INC |
|
- |
2023-12-31 |
84,134 |
$3,844,000 |
2,989 |
|
IFG Advisory LLC |
98 |
- |
2023-12-31 |
83,981 |
$3,837,000 |
1,100 |
|
NBT BANK N A /NY |
94 |
- |
2024-03-31 |
76,786 |
$3,745,000 |
-765 |
|
MIDLAND WEALTH ADVISORS LLC |
23 |
- |
2023-12-31 |
81,870 |
$3,741,000 |
0 |
|
Atria Wealth Solutions Inc. |
389 |
- |
2023-12-31 |
81,151 |
$3,708,000 |
3,449 |
|
GSB Wealth Management LLC |
19 |
- |
2023-12-31 |
78,762 |
$3,599,000 |
4,578 |
|
Private Capital Management LLC |
36 |
- |
2023-12-31 |
78,161 |
$3,571,000 |
1,319 |
|
Cetera Investment Advisers |
564 |
- |
2023-12-31 |
77,736 |
$3,552,000 |
-385 |
|
CWM LLC |
478 |
- |
2024-03-31 |
72,804 |
$3,551,000 |
8,397 |
|
Main Street Financial Solutions LLC |
50 |
- |
2024-03-31 |
72,689 |
$3,545,000 |
-34,814 |
|
STOCK YARDS BANK & TRUST CO |
124 |
- |
2023-12-31 |
77,369 |
$3,535,000 |
-15,197 |
|
Financial Insights Inc. |
24 |
- |
2024-03-31 |
68,017 |
$3,317,000 |
-3,501 |
|
JONES FINANCIAL COMPANIES LLLP |
149 |
- |
2023-12-31 |
69,576 |
$3,179,000 |
5,044 |
|
DB Wealth Management Group LLC |
11 |
- |
2023-12-31 |
69,447 |
$3,173,000 |
-8,997 |
|
HANCOCK HOLDING CO |
141 |
- |
2023-12-31 |
69,095 |
$3,157,000 |
-11,298 |
|
WEST BANCORPORATION INC |
|
- |
2023-12-31 |
68,133 |
$3,113,000 |
-8,211 |
|
Equitable Holdings Inc. |
307 |
- |
2023-12-31 |
65,304 |
$2,984,000 |
4,088 |
|
TFG Advisers LLC |
19 |
- |
2023-12-31 |
65,226 |
$2,980,000 |
-504 |
|
BIP Wealth LLC |
48 |
- |
2023-12-31 |
63,847 |
$2,917,000 |
3,849 |
|
VESTOR CAPITAL CORP |
69 |
- |
2023-12-31 |
63,493 |
$2,901,000 |
316 |
|
OHE FINANCIAL INC |
52 |
- |
2023-12-31 |
59,363 |
$2,712,000 |
502 |
|
ATRIA INVESTMENTS LLC |
488 |
*New |
2023-12-31 |
58,814 |
$2,687,000 |
58,814 |
|
SILVERLAKE WEALTH MANAGEMENT LLC |
11 |
- |
2024-03-31 |
54,077 |
$2,637,000 |
-2,332 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
84 |
- |
2023-12-31 |
57,367 |
$2,621,000 |
-897 |
|
GLOBALT Investments LLC / GA |
100 |
- |
2023-12-31 |
56,525 |
$2,583,000 |
0 |
|
|
100 Records found
|
1
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