|
Institutional
Holders
Total
Institutions:
|
335 30 |
|
Total
shares held :
|
51,189,857 |
|
% of shares
held :
|
5.69% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-100 |
|
Amount
of shares held :
|
-2,900,405 |
|
% of shares
held change :
|
-0.32% |
|
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 |
BANK OF AMERICA CORP /DE/ |
169 |
- |
2024-03-31 |
22,168,237 |
$1,254,501,000 |
491,792 |
|
BLACKROCK INC. |
1712 |
- |
2024-03-31 |
3,125,254 |
$176,858,000 |
-42,694 |
|
MORGAN STANLEY |
1021 |
- |
2024-03-31 |
2,286,260 |
$129,380,000 |
28,442 |
|
FMR LLC |
973 |
- |
2024-03-31 |
2,181,476 |
$123,450,000 |
187,362 |
|
WHARTON BUSINESS GROUP, LLC |
4 |
- |
2024-03-31 |
2,050,785 |
$116,054,000 |
-43,630 |
|
UBS Group AG |
522 |
- |
2024-03-31 |
1,584,524 |
$89,668,000 |
446,024 |
|
AMERIPRISE FINANCIAL INC |
579 |
- |
2024-03-31 |
1,546,547 |
$87,518,000 |
71,663 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
152 |
- |
2024-03-31 |
1,031,567 |
$58,377,000 |
-279,725 |
|
ENVESTNET ASSET MANAGEMENT INC |
613 |
- |
2024-03-31 |
1,026,379 |
$58,083,000 |
4,235 |
|
WELLS FARGO & CO/MN |
753 |
- |
2024-03-31 |
797,869 |
$45,151,000 |
-43,535 |
|
TEACHER RETIREMENT SYSTEM OF TEXAS |
78 |
- |
2024-03-31 |
753,315 |
$42,630,000 |
0 |
|
LPL FINANCIAL CORP |
712 |
- |
2024-03-31 |
579,355 |
$32,786,000 |
-15,023 |
|
RHUMBLINE ADVISERS |
694 |
- |
2024-03-31 |
361,830 |
$20,476,000 |
9,510 |
|
ADVANTUS CAPITAL MANAGEMENT INC |
28 |
- |
2024-03-31 |
347,420 |
$19,660,000 |
0 |
|
CAPTRUST FINANCIAL ADVISORS |
225 |
- |
2024-03-31 |
345,001 |
$19,524,000 |
-163,820 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
498 |
- |
2024-03-31 |
344,869 |
$19,516,000 |
-54,207 |
|
MERCER GLOBAL ADVISORS INC /ADV |
205 |
- |
2024-03-31 |
333,069 |
$18,848,000 |
19,953 |
|
J P MORGAN CHASE & CO |
1729 |
- |
2024-03-31 |
311,080 |
$17,604,000 |
-52,740 |
|
Brio Consultants LLC |
11 |
- |
2024-03-31 |
296,589 |
$16,784,000 |
7,138 |
|
Vestcor Investment Management Corp |
39 |
- |
2024-03-31 |
280,583 |
$15,878,000 |
-777,725 |
|
Frontier Asset Management LLC |
4 |
- |
2024-03-31 |
255,769 |
$14,474,000 |
-2,418 |
|
PNC FINANCIAL SERVICES GROUP INC |
453 |
- |
2024-03-31 |
249,965 |
$14,146,000 |
-744 |
|
Lester Murray Antman dba SimplyRich |
4 |
- |
2024-03-31 |
247,449 |
$14,004,000 |
3,564 |
|
BURKETT FINANCIAL SERVICES LLC |
5 |
- |
2024-03-31 |
244,409 |
$13,831,000 |
7,268 |
|
MARINER WEALTH ADVISORS, LLC |
430 |
- |
2024-03-31 |
232,260 |
$13,144,000 |
-71,687 |
|
Symmetry Partner LLC |
29 |
- |
2024-03-31 |
224,409 |
$12,699,000 |
-68,072 |
|
Southern Wealth Management LLP |
7 |
- |
2023-03-31 |
223,487 |
$12,196,000 |
-2,029 |
|
ROYAL BANK OF CANADA |
1403 |
- |
2024-03-31 |
207,091 |
$11,720,000 |
-112,747 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
736 |
- |
2024-03-31 |
201,660 |
$11,412,000 |
458 |
|
Brookstone Capital Management |
139 |
- |
2024-03-31 |
174,410 |
$9,870,000 |
-8,097 |
|
ANDERSON HOAGLAND & CO |
28 |
- |
2024-03-31 |
165,831 |
$9,356,000 |
2,137 |
|
Baird Financial Group Inc. |
490 |
- |
2024-03-31 |
162,829 |
$9,214,000 |
148,952 |
|
MODERA WEALTH MANAGEMENT, LLC |
122 |
- |
2024-03-31 |
160,901 |
$9,105,000 |
-3,058 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
65 |
- |
2023-03-31 |
159,844 |
$8,723,000 |
-4,844 |
|
Friedenthal Financial |
2 |
- |
2024-03-31 |
151,536 |
$8,575,000 |
5,897 |
|
ARGI INVESTMENT SERVICES, LLC |
51 |
- |
2022-12-31 |
160,357 |
$8,507,000 |
-33,884 |
|
Banco Santander S.A. |
139 |
- |
2024-03-31 |
141,851 |
$8,027,000 |
-3,044 |
|
Kestra Advisory Services LLC |
406 |
- |
2024-03-31 |
126,513 |
$7,159,000 |
5,499 |
|
Edmonds Duncan Registered Investment Advisors LLC |
14 |
- |
2024-03-31 |
126,049 |
$7,133,000 |
2,580 |
|
Apella Capital LLC |
51 |
- |
2024-03-31 |
124,971 |
$7,126,000 |
-4,840 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
565 |
- |
2024-03-31 |
125,398 |
$7,096,000 |
3,895 |
|
Executive Wealth Management LLC |
61 |
- |
2024-03-31 |
119,461 |
$6,758,000 |
-1,158 |
|
Archford Capital Strategies LLC |
23 |
- |
2024-03-31 |
116,339 |
$6,584,000 |
5,673 |
|
Wade Financial Advisory Inc |
11 |
- |
2024-03-31 |
115,390 |
$6,530,000 |
-57,347 |
|
HPM Partners LLC |
594 |
- |
2024-03-31 |
108,745 |
$6,154,000 |
-2,333 |
|
RAYMOND JAMES & ASSOCIATES |
1469 |
- |
2024-03-31 |
104,225 |
$5,898,000 |
-4,973 |
|
Pallas Capital Advisors LLC |
84 |
- |
2024-03-31 |
102,035 |
$5,774,000 |
2,583 |
|
Alaska Permanent Fund Corp |
103 |
*New |
2024-03-31 |
101,507 |
$5,744,000 |
101,507 |
|
Well Done LLC |
22 |
- |
2024-03-31 |
97,707 |
$5,529,000 |
-99 |
|
Advisor Group Holdings Inc. |
966 |
- |
2024-03-31 |
97,599 |
$5,524,000 |
-144,751 |
|
JMAC ENTERPRISES LLC |
27 |
- |
2024-03-31 |
94,254 |
$5,334,000 |
14,754 |
|
Cetera Investment Advisers |
322 |
- |
2024-03-31 |
92,080 |
$5,211,000 |
-1,438 |
|
FINANCIAL NETWORK |
617 |
- |
2024-03-31 |
90,909 |
$5,145,000 |
-1,596 |
|
Northwest Capital Management Inc |
16 |
- |
2024-03-31 |
84,730 |
$4,795,000 |
-2,252 |
|
CWM LLC |
434 |
- |
2024-03-31 |
80,379 |
$4,549,000 |
-12,819 |
|
MATHER GROUP, INC. |
105 |
- |
2024-03-31 |
75,719 |
$4,209,000 |
0 |
|
Polaris Wealth Advisers LLC |
86 |
- |
2023-09-30 |
74,365 |
$3,967,000 |
14,496 |
|
LMG Wealth Partners LLC |
35 |
- |
2024-03-31 |
67,820 |
$3,838,000 |
-11,757 |
|
HIGHTOWER ADVISORS, LLC |
1067 |
- |
2024-03-31 |
67,557 |
$3,805,000 |
-1,997 |
|
COMERICA BANK |
918 |
- |
2024-03-31 |
61,470 |
$3,479,000 |
-3,135 |
|
Beacon Bridge Wealth Partners LLC |
21 |
- |
2024-03-31 |
61,209 |
$3,464,000 |
10,758 |
|
Pensionmark Financial Group LLC |
46 |
- |
2024-03-31 |
60,977 |
$3,451,000 |
-2,858 |
|
Steward Partners Investment Advisory LLC |
433 |
- |
2024-03-31 |
57,394 |
$3,248,000 |
-4,230 |
|
HORIZON INVESTMENTS, LLC/SC |
115 |
*New |
2024-03-31 |
55,618 |
$3,147,000 |
55,618 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
68 |
*New |
2024-03-31 |
55,584 |
$3,145,000 |
55,584 |
|
H D Vest Advisory Services |
418 |
- |
2024-03-31 |
55,299 |
$3,129,000 |
1,074 |
|
MML INVESTORS SERVICES LLC |
861 |
- |
2024-03-31 |
53,687 |
$3,038,000 |
-11,963 |
|
IFRAH FINANCIAL SERVICES INC |
31 |
- |
2024-03-31 |
52,463 |
$2,969,000 |
854 |
|
TUDOR INVESTMENT CORP ET AL |
560 |
- |
2024-03-31 |
51,427 |
$2,910,000 |
46,501 |
|
BB&T CORP |
1127 |
- |
2024-03-31 |
48,185 |
$2,727,000 |
578 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1461 |
- |
2024-03-31 |
47,346 |
$2,679,000 |
40,115 |
|
MISSION CREEK CAPITAL PARTNERS INC |
41 |
- |
2024-03-31 |
46,658 |
$2,640,000 |
-1,304 |
|
Carr Financial Group Corp |
28 |
- |
2024-03-31 |
46,107 |
$2,609,000 |
-80,653 |
|
Cedar Brook Financial Partners LLC |
51 |
- |
2024-03-31 |
43,924 |
$2,486,000 |
328 |
|
Day & Ennis LLC |
30 |
- |
2023-12-31 |
41,536 |
$2,309,000 |
-2,305 |
|
Rockefeller Capital Management L.P. |
945 |
- |
2024-03-31 |
40,387 |
$2,286,000 |
6,489 |
|
JOURNEY STRATEGIC WEALTH LLC |
39 |
- |
2024-03-31 |
39,264 |
$2,222,000 |
4,451 |
|
Parallel Advisors LLC |
218 |
- |
2024-03-31 |
38,204 |
$2,162,000 |
-2,767 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1206 |
- |
2024-03-31 |
38,128 |
$2,158,000 |
-3,524 |
|
OPPENHEIMER & CO INC |
494 |
- |
2024-03-31 |
37,926 |
$2,146,000 |
348 |
|
Strategic Blueprint LLC |
135 |
- |
2024-03-31 |
37,734 |
$2,135,000 |
-2,799 |
|
Integrated Wealth Concepts LLC |
499 |
- |
2024-03-31 |
37,611 |
$2,128,000 |
-25,541 |
|
Conservest Capital Advisors Inc. |
38 |
- |
2024-03-31 |
36,364 |
$2,058,000 |
-375 |
|
UMA Financial Services Inc. |
39 |
- |
2024-03-31 |
37,219 |
$2,053,000 |
-2,251 |
|
Simplicity WealthLLC |
365 |
*New |
2024-03-31 |
33,120 |
$1,874,000 |
33,120 |
|
Perigon Wealth Management LLC |
261 |
- |
2024-03-31 |
32,316 |
$1,829,000 |
671 |
|
RENAISSANCE TECHNOLOGIES LLC |
2100 |
- |
2024-03-31 |
31,900 |
$1,805,000 |
11,164 |
|
DAIWA SECURITIES GROUP INC. |
572 |
- |
2024-03-31 |
31,230 |
$1,767,000 |
-100 |
|
Congress Wealth Management LLC / DE / |
327 |
- |
2024-03-31 |
31,181 |
$1,765,000 |
38 |
|
Avestar Capital LLC |
91 |
*New |
2024-03-31 |
31,021 |
$1,755,000 |
31,021 |
|
KOCHIS FITZ/QUINTILE LLC |
107 |
- |
2024-03-31 |
29,809 |
$1,687,000 |
-5,429 |
|
Private Advisor Group LLC |
897 |
- |
2024-03-31 |
29,671 |
$1,679,000 |
-3,424 |
|
UMB BANK N A/MO |
265 |
- |
2024-03-31 |
29,366 |
$1,662,000 |
48 |
|
YHB INVESTMENT ADVISORS, INC. |
128 |
- |
2024-03-31 |
29,302 |
$1,658,000 |
4,337 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
463 |
- |
2024-03-31 |
29,135 |
$1,649,000 |
-451 |
|
CREATIVE PLANNING |
1057 |
- |
2024-03-31 |
28,739 |
$1,626,000 |
-2,446 |
|
Oakmont Partners LLC |
291 |
- |
2024-03-31 |
28,402 |
$1,607,000 |
-936 |
|
JANNEY MONTGOMERY SCOTT LLC |
1252 |
- |
2024-03-31 |
28,302 |
$1,602,000 |
-160,321 |
|
PLIMOTH TRUST CO LLC |
68 |
- |
2024-03-31 |
28,290 |
$1,601,000 |
75 |
|
Mayflower Financial Advisors LLC |
88 |
- |
2024-03-31 |
27,690 |
$1,567,000 |
-1,065 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|