|
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/ |
160 |
- |
2023-12-31 |
21,676,445 |
$1,204,994,000 |
-816,887 |
|
BLACKROCK INC. |
1709 |
- |
2023-12-31 |
3,167,948 |
$176,106,000 |
-102,028 |
|
MORGAN STANLEY |
1011 |
- |
2023-12-31 |
2,257,818 |
$125,512,000 |
-198,143 |
|
WHARTON BUSINESS GROUP, LLC |
5 |
- |
2023-12-31 |
2,094,415 |
$116,429,000 |
551,455 |
|
FMR LLC |
966 |
- |
2023-12-31 |
1,994,114 |
$110,853,000 |
-372,205 |
|
AMERIPRISE FINANCIAL INC |
595 |
- |
2023-12-31 |
1,474,884 |
$81,973,000 |
508,953 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
114 |
- |
2023-12-31 |
1,311,292 |
$72,895,000 |
-117,520 |
|
UBS Group AG |
576 |
- |
2023-12-31 |
1,138,500 |
$63,289,000 |
160,996 |
|
Vestcor Investment Management Corp |
4 |
- |
2023-12-31 |
1,058,308 |
$58,831,000 |
162,420 |
|
ENVESTNET ASSET MANAGEMENT INC |
565 |
- |
2023-12-31 |
1,022,144 |
$56,821,000 |
-67,182 |
|
WELLS FARGO & CO/MN |
712 |
- |
2023-12-31 |
841,404 |
$46,774,000 |
-137,669 |
|
TEACHER RETIREMENT SYSTEM OF TEXAS |
69 |
- |
2023-12-31 |
753,315 |
$41,877,000 |
19,447 |
|
LPL FINANCIAL CORP |
655 |
- |
2023-12-31 |
594,378 |
$33,041,000 |
-54,948 |
|
OLD MISSION CAPITAL LLC |
15 |
- |
2023-12-31 |
542,533 |
$30,159,000 |
261,211 |
|
CAPTRUST FINANCIAL ADVISORS |
176 |
- |
2023-12-31 |
508,821 |
$28,285,000 |
-22,623 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
427 |
- |
2023-12-31 |
399,076 |
$22,185,000 |
-20,043 |
|
J P MORGAN CHASE & CO |
1592 |
- |
2023-12-31 |
363,820 |
$20,225,000 |
-70,393 |
|
ADVANTUS CAPITAL MANAGEMENT INC |
28 |
- |
2024-03-31 |
347,420 |
$19,660,000 |
0 |
|
RHUMBLINE ADVISERS |
698 |
- |
2023-12-31 |
352,320 |
$19,585,000 |
-310 |
|
ROYAL BANK OF CANADA |
1165 |
- |
2023-12-31 |
319,838 |
$17,780,000 |
-178,424 |
|
MERCER GLOBAL ADVISORS INC /ADV |
209 |
- |
2023-12-31 |
313,116 |
$17,406,000 |
-23,809 |
|
MARINER WEALTH ADVISORS, LLC |
336 |
- |
2023-12-31 |
303,947 |
$16,896,000 |
-7,551 |
|
Brio Consultants LLC |
11 |
- |
2023-12-31 |
289,451 |
$16,091,000 |
-3,150 |
|
Frontier Asset Management LLC |
4 |
- |
2023-12-31 |
258,187 |
$14,353,000 |
-5,172 |
|
PNC FINANCIAL SERVICES GROUP INC |
439 |
- |
2023-12-31 |
250,709 |
$13,937,000 |
-23,097 |
|
BURKETT FINANCIAL SERVICES LLC |
5 |
- |
2024-03-31 |
244,409 |
$13,831,000 |
7,268 |
|
Lester Murray Antman dba SimplyRich |
|
- |
2023-12-31 |
243,885 |
$13,558,000 |
243,885 |
|
Advisor Group Holdings Inc. |
646 |
- |
2023-12-31 |
242,350 |
$13,476,000 |
-164,454 |
|
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 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
736 |
- |
2024-03-31 |
201,660 |
$11,412,000 |
458 |
|
JANNEY MONTGOMERY SCOTT LLC |
487 |
- |
2023-12-31 |
188,623 |
$10,486,000 |
2,202 |
|
Brookstone Capital Management |
139 |
- |
2024-03-31 |
174,410 |
$9,870,000 |
-8,097 |
|
Wade Financial Advisory Inc |
7 |
- |
2023-12-31 |
172,737 |
$9,602,000 |
-30,808 |
|
ANDERSON HOAGLAND & CO |
28 |
- |
2024-03-31 |
165,831 |
$9,356,000 |
2,137 |
|
MODERA WEALTH MANAGEMENT, LLC |
115 |
- |
2023-12-31 |
163,959 |
$9,114,000 |
163,959 |
|
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. |
136 |
- |
2023-12-31 |
144,895 |
$8,055,000 |
-2,747 |
|
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 |
|
Kestra Advisory Services LLC |
361 |
- |
2023-12-31 |
121,014 |
$6,727,000 |
7,011 |
|
Executive Wealth Management LLC |
|
- |
2023-12-31 |
120,619 |
$6,705,000 |
3,103 |
|
Archford Capital Strategies LLC |
23 |
- |
2024-03-31 |
116,339 |
$6,584,000 |
5,673 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
111,078 |
$6,175,000 |
-3,728 |
|
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 |
|
Cetera Investment Advisers |
423 |
- |
2023-12-31 |
93,518 |
$5,199,000 |
-1,560 |
|
FINANCIAL NETWORK |
563 |
- |
2023-12-31 |
92,505 |
$5,142,000 |
7,032 |
|
Northwest Capital Management Inc |
16 |
- |
2024-03-31 |
84,730 |
$4,795,000 |
-2,252 |
|
GLENMEDE TRUST CO NA |
433 |
- |
2023-12-31 |
82,662 |
$4,595,000 |
-2,980 |
|
CWM LLC |
434 |
- |
2024-03-31 |
80,379 |
$4,549,000 |
-12,819 |
|
LMG Wealth Partners LLC |
|
- |
2023-12-31 |
79,577 |
$4,424,000 |
-4,049 |
|
JMAC ENTERPRISES LLC |
|
- |
2023-12-31 |
79,500 |
$4,419,000 |
8,188 |
|
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 |
|
HIGHTOWER ADVISORS, LLC |
1079 |
- |
2023-12-31 |
69,554 |
$3,863,000 |
-5,786 |
|
MML INVESTORS SERVICES LLC |
732 |
- |
2023-12-31 |
65,650 |
$3,649,000 |
-4,883 |
|
COMERICA BANK |
866 |
- |
2023-12-31 |
64,605 |
$3,591,000 |
-5,419 |
|
Pensionmark Financial Group LLC |
44 |
- |
2023-12-31 |
63,835 |
$3,549,000 |
-16,581 |
|
Integrated Wealth Concepts LLC |
306 |
- |
2023-12-31 |
63,152 |
$3,511,000 |
204 |
|
Steward Partners Investment Advisory LLC |
362 |
- |
2023-12-31 |
61,624 |
$3,426,000 |
-1,247 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
68 |
*New |
2024-03-31 |
55,584 |
$3,145,000 |
55,584 |
|
Idaho Trust Bank |
21 |
- |
2023-12-31 |
55,096 |
$3,063,000 |
-24,613 |
|
H D Vest Advisory Services |
397 |
- |
2023-12-31 |
54,225 |
$3,014,000 |
-84,914 |
|
IFRAH FINANCIAL SERVICES INC |
31 |
- |
2023-12-31 |
51,609 |
$2,869,000 |
713 |
|
Beacon Bridge Wealth Partners LLC |
20 |
- |
2023-12-31 |
50,451 |
$2,805,000 |
11,270 |
|
MISSION CREEK CAPITAL PARTNERS INC |
32 |
- |
2023-12-31 |
47,962 |
$2,666,000 |
1,149 |
|
BB&T CORP |
1107 |
- |
2023-12-31 |
47,607 |
$2,646,000 |
-1,845 |
|
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 |
|
Parallel Advisors LLC |
191 |
- |
2023-12-31 |
40,971 |
$2,278,000 |
-22,703 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1206 |
- |
2024-03-31 |
38,128 |
$2,158,000 |
-3,524 |
|
Strategic Blueprint LLC |
135 |
- |
2024-03-31 |
37,734 |
$2,135,000 |
-2,799 |
|
OPPENHEIMER & CO INC |
480 |
- |
2023-12-31 |
37,578 |
$2,089,000 |
1,931 |
|
UMA Financial Services Inc. |
39 |
- |
2024-03-31 |
37,219 |
$2,053,000 |
-2,251 |
|
Conservest Capital Advisors Inc. |
37 |
- |
2023-12-31 |
36,739 |
$2,042,000 |
700 |
|
JOURNEY STRATEGIC WEALTH LLC |
39 |
- |
2023-12-31 |
34,813 |
$1,935,000 |
-1,612 |
|
Rockefeller Capital Management L.P. |
930 |
- |
2023-12-31 |
33,898 |
$1,884,000 |
10,805 |
|
Simplicity WealthLLC |
365 |
*New |
2024-03-31 |
33,120 |
$1,874,000 |
33,120 |
|
Private Advisor Group LLC |
802 |
- |
2023-12-31 |
33,095 |
$1,840,000 |
-6,716 |
|
MILLENNIUM MANAGEMENT LLC |
2404 |
- |
2023-12-31 |
32,810 |
$1,824,000 |
-19,235 |
|
Goss Wealth Management LLC |
698 |
- |
2023-12-31 |
32,629 |
$1,783,000 |
-90,424 |
|
Congress Wealth Management LLC / DE / |
327 |
- |
2024-03-31 |
31,181 |
$1,765,000 |
38 |
|
Perigon Wealth Management LLC |
242 |
- |
2023-12-31 |
31,645 |
$1,759,000 |
-4,489 |
|
DAIWA SECURITIES GROUP INC. |
534 |
- |
2023-12-31 |
31,330 |
$1,742,000 |
1,210 |
|
CREATIVE PLANNING |
962 |
- |
2023-12-31 |
31,185 |
$1,734,000 |
18 |
|
KOCHIS FITZ/QUINTILE LLC |
107 |
- |
2024-03-31 |
29,809 |
$1,687,000 |
-5,429 |
|
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. |
457 |
- |
2023-12-31 |
29,586 |
$1,645,000 |
-7,089 |
|
Oakmont Partners LLC |
291 |
- |
2024-03-31 |
28,402 |
$1,607,000 |
-936 |
|
PLIMOTH TRUST CO LLC |
68 |
- |
2024-03-31 |
28,290 |
$1,601,000 |
75 |
|
Mayflower Financial Advisors LLC |
|
- |
2023-12-31 |
28,755 |
$1,599,000 |
-1,277 |
|
MCCORMACK ADVISORS INTERNATIONAL |
333 |
- |
2023-12-31 |
28,572 |
$1,588,000 |
-6,673 |
|
|
100 Records found
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1
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