|
Institutional
Holders
Total
Institutions:
|
172 2 |
|
Total
shares held :
|
81,282,722 |
|
% of shares
held :
|
9.03% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-1 |
|
Amount
of shares held :
|
-287,693 |
|
% of shares
held change :
|
-0.03% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$19.52 |
|
Last
Quarter's Ending
Price :
|
$21.24 |
|
Last
Quarter's Average
Price :
|
$20.24 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.04 (0.22%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
STATE STREET CORP |
1572 |
- |
2023-12-31 |
2,964,432 |
$62,965,000 |
-94,378 |
|
CI INVESTMENTS INC |
185 |
- |
2023-12-31 |
754,373 |
$16,023,000 |
-219,101 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
239 |
- |
2023-12-31 |
612,950 |
$13,019,000 |
-9,646 |
|
COMERICA BANK |
373 |
- |
2023-12-31 |
498,797 |
$10,594,000 |
-121,982 |
|
BANK OF AMERICA CORP /DE/ |
2478 |
- |
2023-12-31 |
418,356 |
$8,886,000 |
-66,244 |
|
MACKENZIE FINANCIAL CORP |
459 |
- |
2023-12-31 |
393,037 |
$8,348,000 |
-729,725 |
|
HSBC HOLDINGS PLC |
852 |
- |
2023-12-31 |
335,601 |
$7,128,000 |
-6,874 |
|
Advisor Group Holdings Inc. |
1211 |
- |
2023-12-31 |
230,432 |
$4,894,000 |
-30,617 |
|
Sound Stewardship LLC |
17 |
- |
2023-12-31 |
157,787 |
$3,351,000 |
-30,287 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
86 |
- |
2023-06-30 |
131,992 |
$2,793,000 |
-6,805 |
|
Pasadena Private Wealth LLC |
25 |
- |
2024-03-31 |
132,771 |
$2,722,000 |
-61,380 |
|
Baird Financial Group Inc. |
985 |
- |
2023-12-31 |
78,008 |
$1,657,000 |
-1,743 |
|
RED LIGHTHOUSE INVESTMENT MANAGEMENT LLC |
27 |
- |
2023-12-31 |
68,140 |
$1,447,000 |
-5,652 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
2736 |
- |
2023-12-31 |
63,537 |
$1,350,000 |
-55,595 |
|
J P MORGAN CHASE & CO |
3181 |
- |
2023-12-31 |
61,997 |
$1,317,000 |
-641 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1128 |
- |
2024-03-31 |
60,986 |
$1,250,000 |
-4,708 |
|
MORGAN STANLEY |
4691 |
- |
2023-12-31 |
54,902 |
$1,166,000 |
-2,582 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2665 |
- |
2023-12-31 |
51,525 |
$1,094,000 |
-71,737 |
|
LEAVELL T & ASSOCIATES INC |
261 |
- |
2024-03-31 |
49,297 |
$1,011,000 |
-1,180 |
|
Tempus Wealth Planning LLC |
65 |
- |
2024-03-31 |
49,082 |
$1,006,000 |
-72,621 |
|
AXXCESS WEALTH MANAGEMENT LLC |
365 |
- |
2023-12-31 |
45,168 |
$959,000 |
-3,038 |
|
AMERIPRISE FINANCIAL INC |
3187 |
- |
2023-12-31 |
39,173 |
$832,000 |
-5,389 |
|
BANK OF NEW YORK MELLON CORP |
3227 |
- |
2024-03-31 |
40,263 |
$825,000 |
-29,971 |
|
DRAVO BAY LLC |
33 |
- |
2024-03-31 |
33,475 |
$686,000 |
-428 |
|
MULTIFINANCIAL SECURITIES CORP |
1009 |
- |
2023-12-31 |
29,038 |
$617,000 |
-2,299 |
|
West Wealth Group LLC |
36 |
- |
2023-12-31 |
28,762 |
$611,000 |
-26,321 |
|
Ironwood Wealth Management LLC. |
28 |
- |
2024-03-31 |
29,258 |
$600,000 |
-31,633 |
|
Aveo Capital Partners LLC |
189 |
- |
2023-12-31 |
26,857 |
$570,000 |
-2,099 |
|
IFP Advisors Inc |
527 |
- |
2023-12-31 |
26,810 |
$569,000 |
-294 |
|
Tortoise Investment Management LLC |
140 |
- |
2023-12-31 |
25,465 |
$541,000 |
-8,065 |
|
HART & PATTERSON FINANCIAL GROUP LLC |
47 |
- |
2024-03-31 |
24,509 |
$502,000 |
-393 |
|
HARBOUR INVESTMENTS INC. |
600 |
- |
2023-12-31 |
19,276 |
$409,000 |
-445 |
|
CREATIVE PLANNING |
1865 |
- |
2023-12-31 |
18,661 |
$396,000 |
-2,785 |
|
EQIS CAPITAL MANAGEMENT, INC. |
534 |
- |
2023-12-31 |
16,911 |
$359,000 |
-15,048 |
|
Simplicity WealthLLC |
865 |
- |
2024-03-31 |
17,008 |
$349,000 |
-340 |
|
Change Path LLC |
467 |
- |
2023-12-31 |
15,598 |
$331,000 |
-1,445 |
|
Cetera Investment Advisers |
1736 |
- |
2023-12-31 |
15,244 |
$324,000 |
-345 |
|
Balboa Wealth Partners |
161 |
- |
2023-12-31 |
13,889 |
$295,000 |
-142 |
|
MARINER WEALTH ADVISORS, LLC |
2367 |
- |
2023-12-31 |
13,834 |
$294,000 |
-398 |
|
Argent Trust Co |
514 |
- |
2023-12-31 |
13,287 |
$282,000 |
-1,931 |
|
OHE FINANCIAL INC |
213 |
- |
2023-12-31 |
12,535 |
$266,000 |
-211 |
|
Atria Wealth Solutions Inc. |
1630 |
- |
2023-12-31 |
11,494 |
$244,000 |
-3,290 |
|
BROWN WEALTH MANAGEMENT LLC |
79 |
- |
2023-12-31 |
10,311 |
$219,000 |
-152 |
|
Stratos Wealth Partners LTD. |
1256 |
- |
2024-03-31 |
10,075 |
$207,000 |
-19 |
|
Migdal Insurance & Financial Holdings Ltd. |
216 |
- |
2024-03-31 |
7,445 |
$153,000 |
-99,544 |
|
EP WEALTH ADVISORS, INC. |
761 |
- |
2023-12-31 |
5,795 |
$123,000 |
-11,852 |
|
FMR LLC |
3012 |
- |
2023-12-31 |
5,323 |
$113,000 |
-1,192 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
3,861 |
$82,000 |
-180 |
|
CFG ASSET MANAGEMENT LLC |
180 |
- |
2023-12-31 |
2,844 |
$60,000 |
-2,595 |
|
PNC FINANCIAL SERVICES GROUP INC |
2882 |
- |
2023-12-31 |
2,801 |
$59,000 |
-27 |
|
Castleview Partners LLC |
276 |
- |
2023-12-31 |
2,770 |
$59,000 |
-3,253 |
|
CARDIFF PARK ADVISORS LLC |
303 |
- |
2023-12-31 |
1,180 |
$25,000 |
-216 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2346 |
- |
2023-12-31 |
988 |
$21,000 |
-1,175 |
|
GRADIENT INVESTMENTS LLC |
534 |
- |
2024-03-31 |
977 |
$20,000 |
-423 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
1037 |
- |
2024-03-31 |
754 |
$15,000 |
-64 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
317 |
- |
2023-12-31 |
546 |
$12,000 |
-670 |
|
OPTIMUM INVESTMENT ADVISORS |
517 |
- |
2024-03-31 |
541 |
$11,000 |
-38 |
|
Efficient Wealth Management LLC |
429 |
- |
2024-03-31 |
251 |
$6,000 |
-7 |
|
EverSource Wealth Advisors LLC |
2133 |
- |
2023-12-31 |
113 |
$2,000 |
-73 |
|
Geneos Wealth Management Inc. |
1915 |
- |
2024-03-31 |
74 |
$2,000 |
-24 |
|
Covestor Ltd |
2624 |
- |
2023-12-31 |
12 |
$0 |
-8 |
|
|
61 Records found
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1
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