|
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 |
|
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 |
|
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 |
|
ENVESTNET ASSET MANAGEMENT INC |
613 |
- |
2024-03-31 |
1,026,379 |
$58,083,000 |
4,235 |
|
RHUMBLINE ADVISERS |
694 |
- |
2024-03-31 |
361,830 |
$20,476,000 |
9,510 |
|
MERCER GLOBAL ADVISORS INC /ADV |
205 |
- |
2024-03-31 |
333,069 |
$18,848,000 |
19,953 |
|
Brio Consultants LLC |
11 |
- |
2024-03-31 |
296,589 |
$16,784,000 |
7,138 |
|
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 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
736 |
- |
2024-03-31 |
201,660 |
$11,412,000 |
458 |
|
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 |
|
Friedenthal Financial |
2 |
- |
2024-03-31 |
151,536 |
$8,575,000 |
5,897 |
|
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 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
565 |
- |
2024-03-31 |
125,398 |
$7,096,000 |
3,895 |
|
Archford Capital Strategies LLC |
23 |
- |
2024-03-31 |
116,339 |
$6,584,000 |
5,673 |
|
Pallas Capital Advisors LLC |
84 |
- |
2024-03-31 |
102,035 |
$5,774,000 |
2,583 |
|
JMAC ENTERPRISES LLC |
27 |
- |
2024-03-31 |
94,254 |
$5,334,000 |
14,754 |
|
Polaris Wealth Advisers LLC |
86 |
- |
2023-09-30 |
74,365 |
$3,967,000 |
14,496 |
|
Beacon Bridge Wealth Partners LLC |
21 |
- |
2024-03-31 |
61,209 |
$3,464,000 |
10,758 |
|
H D Vest Advisory Services |
418 |
- |
2024-03-31 |
55,299 |
$3,129,000 |
1,074 |
|
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 |
|
Cedar Brook Financial Partners LLC |
51 |
- |
2024-03-31 |
43,924 |
$2,486,000 |
328 |
|
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 |
|
OPPENHEIMER & CO INC |
494 |
- |
2024-03-31 |
37,926 |
$2,146,000 |
348 |
|
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 |
|
Congress Wealth Management LLC / DE / |
327 |
- |
2024-03-31 |
31,181 |
$1,765,000 |
38 |
|
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 |
|
PLIMOTH TRUST CO LLC |
68 |
- |
2024-03-31 |
28,290 |
$1,601,000 |
75 |
|
ATRIA INVESTMENTS LLC |
730 |
- |
2023-12-31 |
26,186 |
$1,456,000 |
329 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
282 |
- |
2024-03-31 |
24,579 |
$1,391,000 |
4,790 |
|
Sawtooth Asset Management Inc. |
395 |
- |
2023-12-31 |
22,292 |
$1,239,000 |
2,482 |
|
CLS INVESTMENT FIRM LLC |
673 |
- |
2022-12-31 |
22,467 |
$1,192,000 |
4,753 |
|
Capital Analysts Inc. |
221 |
- |
2024-03-31 |
20,895 |
$1,182,000 |
1,118 |
|
Envestnet Portfolio Solutions Inc. |
805 |
- |
2024-03-31 |
20,334 |
$1,151,000 |
1,405 |
|
Investment Partners Asset Management Inc. |
29 |
- |
2024-03-31 |
19,946 |
$1,129,000 |
148 |
|
Foster Group Inc. |
84 |
- |
2024-03-31 |
18,825 |
$1,065,000 |
6,733 |
|
JOHNSON INVESTMENT COUNSEL INC |
384 |
- |
2024-03-31 |
17,552 |
$993,000 |
27 |
|
RHS Financial LLC |
49 |
- |
2024-03-31 |
15,642 |
$885,000 |
764 |
|
Snowden Capital Advisors LLC |
548 |
- |
2024-03-31 |
14,547 |
$823,000 |
9,125 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
760 |
- |
2024-03-31 |
14,221 |
$805,000 |
96 |
|
Bellwether Advisors LLC |
81 |
- |
2024-03-31 |
13,941 |
$789,000 |
112 |
|
RESOLUTE FINANCIAL LLC |
39 |
- |
2022-12-31 |
14,253 |
$756,000 |
1,998 |
|
Neumann Capital Management LLC |
66 |
- |
2024-03-31 |
13,136 |
$743,000 |
5,100 |
|
Stratos Wealth Advisors LLC |
386 |
- |
2024-03-31 |
12,849 |
$727,000 |
1,468 |
|
Qube Research & Technologies Ltd |
1994 |
- |
2024-03-31 |
12,799 |
$724,000 |
5,028 |
|
NATIONAL ASSET MANAGEMENT, INC. |
671 |
- |
2024-03-31 |
12,154 |
$648,000 |
1,690 |
|
Aries Wealth Management |
107 |
- |
2024-03-31 |
11,292 |
$639,000 |
869 |
|
Aberdeen Wealth Management LLC |
73 |
- |
2024-03-31 |
11,275 |
$638,000 |
1,500 |
|
HARBOUR INVESTMENTS INC. |
509 |
- |
2023-12-31 |
9,756 |
$542,000 |
153 |
|
NBT BANK N A /NY |
265 |
- |
2024-03-31 |
9,237 |
$523,000 |
4,659 |
|
BANK OF MONTREAL /CAN/ |
2039 |
- |
2024-03-31 |
9,172 |
$522,000 |
4,227 |
|
Endowment Wealth Management Inc. |
63 |
- |
2024-03-31 |
9,215 |
$521,000 |
1,690 |
|
MorganRosel Wealth Management LLC |
76 |
- |
2024-03-31 |
8,824 |
$499,000 |
2,796 |
|
Buckingham Strategic Partners |
371 |
- |
2024-03-31 |
8,340 |
$472,000 |
100 |
|
Global Retirement Partners LLC |
570 |
- |
2024-03-31 |
7,485 |
$424,000 |
400 |
|
PARK AVENUE SECURITIES LLC |
1056 |
- |
2024-03-31 |
7,010 |
$397,000 |
396 |
|
BANK OF NEW YORK MELLON CORP |
3644 |
- |
2024-03-31 |
5,759 |
$326,000 |
305 |
|
Atomi Financial Group Inc. |
509 |
- |
2024-03-31 |
5,614 |
$318,000 |
226 |
|
Atria Wealth Solutions Inc. |
1521 |
- |
2024-03-31 |
5,519 |
$312,000 |
208 |
|
Vista Private Wealth Partners. LLC |
67 |
- |
2024-03-31 |
5,831 |
$303,000 |
74 |
|
Prime Capital Investment Advisors LLC |
786 |
- |
2024-03-31 |
5,044 |
$285,000 |
723 |
|
Iron Financial LLC |
75 |
- |
2024-03-31 |
4,969 |
$281,000 |
81 |
|
Actinver Wealth Management Inc. |
75 |
- |
2024-03-31 |
4,932 |
$279,000 |
248 |
|
True Vision MN LLC |
85 |
- |
2024-03-31 |
4,571 |
$256,000 |
620 |
|
MMA ASSET MANAGEMENT LLC |
96 |
- |
2023-12-31 |
4,447 |
$246,000 |
69 |
|
US BANCORP |
1938 |
- |
2024-03-31 |
3,953 |
$224,000 |
43 |
|
CLEAR INVESTMENT RESEARCH LLC |
48 |
- |
2024-03-31 |
3,945 |
$223,000 |
2 |
|
ANCORA ADVISORS, LLC |
720 |
- |
2024-03-31 |
2,499 |
$141,000 |
119 |
|
BIDWELL C M & ASSOCIATES LTD/ |
150 |
- |
2024-03-31 |
2,406 |
$136,000 |
218 |
|
Vermillion & White Wealth Management Group LLC |
88 |
- |
2024-03-31 |
1,528 |
$86,000 |
81 |
|
ZRC WEALTH MANAGEMENT LLC |
203 |
- |
2024-03-31 |
1,037 |
$59,000 |
15 |
|
TD Waterhouse Canada Inc. |
1013 |
- |
2024-03-31 |
740 |
$57,000 |
143 |
|
NATIONAL BANK OF CANADA /FI/ |
1547 |
- |
2024-03-31 |
920 |
$53,000 |
391 |
|
Sound Income Strategies LLC |
415 |
- |
2024-03-31 |
893 |
$51,000 |
288 |
|
FTB Advisors Inc. |
954 |
- |
2024-03-31 |
859 |
$49,000 |
800 |
|
PRIVATE TRUST CO NA |
1322 |
- |
2024-03-31 |
474 |
$27,000 |
130 |
|
Front Row Advisors LLC |
420 |
- |
2024-03-31 |
349 |
$20,000 |
349 |
|
DB Wealth Management Group LLC |
266 |
- |
2023-12-31 |
252 |
$14,000 |
5 |
|
First Pacific Financial |
251 |
- |
2024-03-31 |
220 |
$12,000 |
147 |
|
|
89 Records found
|
1
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