|
Institutional
Holders
Total
Institutions:
|
87 2 |
|
Total
shares held :
|
7,235,521 |
|
% of shares
held :
|
8.04% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-7 |
|
Amount
of shares held :
|
66,693 |
|
% of shares
held change :
|
0.07% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$73.79 |
|
Last
Quarter's Ending
Price :
|
$83.79 |
|
Last
Quarter's Average
Price :
|
$75.38 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.29 (12.32%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
10 |
- |
2024-03-31 |
5,566,982 |
$506,094,000 |
466,332 |
|
MORGAN STANLEY |
2349 |
- |
2023-12-31 |
324,964 |
$27,229,000 |
26,467 |
|
RAYMOND JAMES & ASSOCIATES |
731 |
- |
2024-03-31 |
243,118 |
$22,102,000 |
-853 |
|
ROYAL BANK OF CANADA |
1157 |
- |
2023-12-31 |
214,801 |
$17,998,000 |
1,306 |
|
BANK OF AMERICA CORP /DE/ |
2072 |
- |
2023-12-31 |
166,953 |
$13,989,000 |
6,881 |
|
LPL FINANCIAL CORP |
1053 |
- |
2023-12-31 |
163,592 |
$13,707,000 |
-126,437 |
|
WELLS FARGO & CO/MN |
1319 |
- |
2023-12-31 |
152,726 |
$12,797,000 |
-80,313 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
562 |
- |
2024-03-31 |
82,384 |
$7,490,000 |
32,128 |
|
CWM LLC |
408 |
- |
2024-03-31 |
57,385 |
$5,217,000 |
4,903 |
|
UBS Group AG |
1982 |
- |
2023-12-31 |
61,204 |
$5,128,000 |
-4,524 |
|
LJI Wealth Management LLC |
21 |
- |
2023-12-31 |
41,681 |
$3,492,000 |
-6,913 |
|
Private Advisor Group LLC |
577 |
- |
2023-12-31 |
40,134 |
$3,363,000 |
3,655 |
|
Baird Financial Group Inc. |
800 |
- |
2023-12-31 |
37,237 |
$3,120,000 |
19,248 |
|
IHT Wealth Management LLC |
165 |
- |
2023-12-31 |
32,916 |
$2,758,000 |
16,585 |
|
ENVESTNET ASSET MANAGEMENT INC |
2295 |
- |
2023-12-31 |
31,004 |
$2,598,000 |
-4,882 |
|
PROSPERA FINANCIAL SERVICES |
277 |
- |
2023-12-31 |
28,980 |
$2,428,000 |
-2,050 |
|
JANNEY MONTGOMERY SCOTT LLC |
1019 |
- |
2023-12-31 |
28,445 |
$2,383,000 |
316 |
|
MONEY CONCEPTS CAPITAL CORP |
123 |
- |
2023-12-31 |
26,246 |
$2,199,000 |
575 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
740 |
- |
2023-12-31 |
25,442 |
$2,132,000 |
5,988 |
|
Private Advisory Group LLC |
69 |
- |
2023-12-31 |
24,953 |
$2,091,000 |
-3,828 |
|
BIONDO INVESTMENT ADVISORS LLC |
49 |
- |
2023-12-31 |
21,894 |
$1,834,000 |
441 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1688 |
- |
2024-03-31 |
19,708 |
$1,792,000 |
761 |
|
FINANCIAL NETWORK |
1051 |
- |
2023-12-31 |
20,009 |
$1,677,000 |
-1,356 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
86 |
- |
2024-03-31 |
16,247 |
$1,477,000 |
-2,682 |
|
STIFEL FINANCIAL CORP |
1888 |
- |
2023-12-31 |
17,243 |
$1,445,000 |
-2,979 |
|
HARBOUR INVESTMENTS INC. |
296 |
- |
2023-12-31 |
16,845 |
$1,411,000 |
2,137 |
|
MML INVESTORS SERVICES LLC |
1204 |
- |
2023-12-31 |
15,352 |
$1,286,000 |
580 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2643 |
- |
2023-12-31 |
13,373 |
$1,121,000 |
-12,342 |
|
Strid Group LLC |
26 |
- |
2024-03-31 |
11,591 |
$1,054,000 |
6 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2162 |
- |
2023-12-31 |
11,505 |
$964,000 |
749 |
|
Snowden Capital Advisors LLC |
450 |
- |
2023-12-31 |
11,316 |
$948,000 |
300 |
|
Trueblood Wealth Management LLC |
61 |
- |
2024-03-31 |
10,094 |
$918,000 |
0 |
|
EP WEALTH ADVISORS, INC. |
399 |
- |
2023-12-31 |
9,689 |
$812,000 |
0 |
|
Advisor Group Holdings Inc. |
2720 |
- |
2023-12-31 |
9,602 |
$805,000 |
-11,812 |
|
Transparent Wealth Partners LLC |
20 |
- |
2023-03-31 |
10,649 |
$785,000 |
-2,629 |
|
Nemes Rush Group LLC |
111 |
- |
2023-12-31 |
8,123 |
$681,000 |
1,627 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
315 |
- |
2023-12-31 |
7,556 |
$633,000 |
-2,741 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1194 |
- |
2023-12-31 |
7,362 |
$617,000 |
-834 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
6,921 |
$580,000 |
-1,197 |
|
Fifth Third Securities Inc. |
184 |
- |
2024-03-31 |
6,077 |
$552,000 |
374 |
|
Financial Partners Group Inc |
86 |
- |
2023-12-31 |
6,581 |
$551,000 |
1,044 |
|
TWO SIGMA INVESTMENTS LLC |
2289 |
- |
2023-12-31 |
6,400 |
$536,000 |
6,400 |
|
DB Wealth Management Group LLC |
58 |
- |
2023-12-31 |
6,091 |
$510,000 |
-1,757 |
|
Veriti Management LLC |
496 |
*New |
2024-03-31 |
4,935 |
$449,000 |
4,935 |
|
Focus Financial Network Inc. |
395 |
- |
2024-03-31 |
5,456 |
$447,000 |
0 |
|
TWO SIGMA ADVISERS, LLC |
1983 |
*New |
2023-12-31 |
5,100 |
$427,000 |
5,100 |
|
CITADEL ADVISORS LLC |
3778 |
- |
2023-12-31 |
4,935 |
$414,000 |
-737 |
|
Dynamic Advisors Solutions LLC |
653 |
- |
2024-03-31 |
4,524 |
$411,000 |
-828 |
|
Steward Partners Investment Advisory LLC |
1084 |
- |
2023-12-31 |
4,879 |
$409,000 |
-250 |
|
NorthCrest Asset Manangement LLC |
408 |
- |
2024-03-31 |
4,379 |
$398,000 |
1,301 |
|
MorganRosel Wealth Management LLC |
84 |
- |
2024-03-31 |
4,126 |
$375,000 |
-412 |
|
CREATIVE PLANNING |
1926 |
*New |
2023-12-31 |
4,426 |
$371,000 |
4,426 |
|
Synergy Financial Management LLC |
95 |
*New |
2024-03-31 |
4,070 |
$370,000 |
4,070 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
532 |
- |
2023-12-31 |
4,226 |
$354,000 |
0 |
|
Kestra Advisory Services LLC |
1787 |
- |
2023-12-31 |
3,847 |
$322,000 |
-3,496 |
|
GOLDMAN SACHS GROUP INC/ |
4056 |
- |
2023-12-31 |
3,608 |
$302,000 |
-12,041 |
|
SCOTIA CAPITAL INC. |
661 |
- |
2023-12-31 |
3,557 |
$298,000 |
215 |
|
FMR LLC |
2692 |
- |
2023-12-31 |
3,372 |
$283,000 |
-221 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
2,863 |
$240,000 |
2,863 |
|
Callan Family Office LLC |
91 |
*New |
2023-12-31 |
2,846 |
$238,000 |
2,846 |
|
Stratos Wealth Partners LTD. |
1187 |
- |
2024-03-31 |
2,610 |
$237,000 |
-52 |
|
Cornerstone Planning Group LLC |
76 |
- |
2023-12-31 |
2,765 |
$232,000 |
1,737 |
|
NATIONAL BANK OF CANADA /FI/ |
1253 |
- |
2023-12-31 |
2,800 |
$232,000 |
-50 |
|
MTM Investment Management LLC |
182 |
- |
2024-03-31 |
2,329 |
$212,000 |
0 |
|
STEPHENS INC /AR/ |
1078 |
*New |
2023-12-31 |
2,435 |
$204,000 |
2,435 |
|
PRUDENTIAL FINANCIAL INC |
2433 |
- |
2023-12-31 |
2,428 |
$203,000 |
-1,417 |
|
FAMILY CAPITAL TRUST CO |
46 |
- |
2024-03-31 |
2,059 |
$187,000 |
1,845 |
|
Spire Wealth Management |
784 |
- |
2024-03-31 |
2,050 |
$186,000 |
400 |
|
ADVISORY SERVICES NETWORK, LLC |
1338 |
*New |
2023-12-31 |
2,079 |
$174,000 |
2,079 |
|
Eagle Bay Advisors LLC |
147 |
- |
2023-12-31 |
2,039 |
$171,000 |
0 |
|
Coastal Investment Advisors Inc. |
421 |
- |
2024-03-31 |
1,880 |
$171,000 |
1,880 |
|
THOMPSON SIEGEL & WALMSLEY LLC |
387 |
- |
2023-12-31 |
1,065 |
$89,000 |
0 |
|
Founders Financial Alliance LLC |
303 |
- |
2023-12-31 |
1,056 |
$88,000 |
0 |
|
Fortis Advisors LLC |
126 |
- |
2023-12-31 |
956 |
$80,000 |
-141 |
|
TOWER RESEARCH CAPITAL LLC |
2851 |
- |
2023-12-31 |
906 |
$76,000 |
-5,888 |
|
Sargent Bickham Lagudis LLC |
425 |
- |
2022-12-31 |
702 |
$51,000 |
1 |
|
Newbridge Financial Services Group Inc. |
444 |
- |
2024-03-31 |
430 |
$39,000 |
0 |
|
Goss Wealth Management LLC |
2302 |
- |
2023-12-31 |
450 |
$38,000 |
0 |
|
NBC SECURITIES INC. |
1225 |
- |
2024-03-31 |
404 |
$36,000 |
0 |
|
J P MORGAN CHASE & CO |
4839 |
*New |
2023-12-31 |
394 |
$33,000 |
394 |
|
CITIGROUP INC |
3810 |
- |
2023-12-31 |
366 |
$31,000 |
0 |
|
Register Financial Advisors LLC |
417 |
- |
2024-03-31 |
283 |
$26,000 |
50 |
|
BARCLAYS PLC |
3783 |
- |
2023-12-31 |
300 |
$25,000 |
0 |
|
Capital Advisors Ltd. LLC |
560 |
*New |
2024-03-31 |
250 |
$23,000 |
250 |
|
PRIVATE TRUST CO NA |
1399 |
- |
2024-03-31 |
240 |
$22,000 |
-102 |
|
Key Financial Inc |
673 |
- |
2023-12-31 |
152 |
$13,000 |
0 |
|
COMERICA BANK |
3081 |
- |
2023-12-31 |
147 |
$12,000 |
1 |
|
Qube Research & Technologies Ltd |
3160 |
- |
2023-12-31 |
135 |
$11,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
75 |
$6,000 |
-40 |
|
Investors Research Corp |
854 |
- |
2023-12-31 |
44 |
$4,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
3943 |
- |
2023-12-31 |
50 |
$4,000 |
0 |
|
PRINCIPAL SECURITIES INC. |
2926 |
- |
2023-12-31 |
6 |
$1,000 |
0 |
|
Truvestments Capital LLC |
739 |
- |
2023-12-31 |
4 |
$0 |
0 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
1481 |
*Closed |
2023-12-31 |
0 |
$0 |
-71 |
|
FLOW TRADERS U.S. LLC |
944 |
*Closed |
2023-12-31 |
0 |
$0 |
-2,950 |
|
HighMark Wealth Management LLC |
|
*New |
2023-12-31 |
50,070 |
$0 |
50,070 |
|
LOWERY THOMAS LLC |
49 |
*Closed |
2023-12-31 |
0 |
$0 |
-3,585 |
|
PROEQUITIES INC. |
7338 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1558 |
*Closed |
2023-12-31 |
0 |
$0 |
-710 |
|
BKM Wealth Management LLC |
458 |
*Closed |
2024-03-31 |
0 |
$0 |
-270 |
|
|
100 Records found
|
1
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