|
Institutional
Holders
Total
Institutions:
|
835 5 |
|
Total
shares held :
|
296,664,369 |
|
% of shares
held :
|
11.32% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-85 |
|
Amount
of shares held :
|
-13,588,186 |
|
% of shares
held change :
|
-0.52% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
58
|
1,571,186
|
0.53%
|
|
|
Increased
Positions : |
278
|
12,593,191
|
4.24%
|
|
|
Unchanged
Positions : |
141
|
9,791,144
|
3.3%
|
|
|
Decreased
Positions : |
358
|
-25,686,473
|
-8.66%
|
|
|
Closed
Positions : |
63
|
-2,066,090
|
-0.7%
|
|
|
Guru
Positions : |
1
|
5,793
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Geisinger Health |
4 |
- |
2023-12-31 |
256,500 |
$13,363,650,000 |
-36,315 |
|
ENVESTNET ASSET MANAGEMENT INC |
11 |
- |
2023-12-31 |
49,675,219 |
$2,588,079,000 |
-6,040,434 |
|
JONES FINANCIAL COMPANIES LLLP |
21 |
- |
2023-12-31 |
16,236,228 |
$845,907,000 |
112,209 |
|
FMR LLC |
277 |
- |
2023-12-31 |
15,759,469 |
$821,068,000 |
458,019 |
|
J P MORGAN CHASE & CO |
284 |
- |
2023-12-31 |
11,943,567 |
$622,260,000 |
803,654 |
|
LPL FINANCIAL CORP |
49 |
- |
2023-12-31 |
11,816,879 |
$615,659,000 |
-1,084,997 |
|
US BANCORP |
19 |
- |
2023-12-31 |
11,279,913 |
$587,691,000 |
372,978 |
|
MORGAN STANLEY |
380 |
- |
2023-12-31 |
10,177,078 |
$530,226,000 |
-818,382 |
|
Envestnet Portfolio Solutions Inc. |
10 |
- |
2023-12-31 |
8,794,851 |
$458,212,000 |
-727,938 |
|
BANK OF AMERICA CORP /DE/ |
359 |
- |
2023-12-31 |
7,890,998 |
$411,121,000 |
-145,242 |
|
BLACKROCK INC. |
1302 |
- |
2023-12-31 |
6,357,702 |
$331,236,000 |
-1,872,529 |
|
AMERIPRISE FINANCIAL INC |
247 |
- |
2023-12-31 |
5,650,604 |
$283,734,000 |
-120,137 |
|
CWM LLC |
12 |
- |
2024-03-31 |
5,010,391 |
$272,565,000 |
801,848 |
|
Advisor Group Holdings Inc. |
37 |
- |
2023-12-31 |
4,377,488 |
$228,143,000 |
-3,370,441 |
|
PARK AVENUE SECURITIES LLC |
5 |
- |
2024-03-31 |
4,096,957 |
$222,874,000 |
-1,404,071 |
|
PNC FINANCIAL SERVICES GROUP INC |
100 |
- |
2023-12-31 |
4,049,817 |
$210,995,000 |
-2,452,255 |
|
Auto-Owners Insurance Co |
4 |
- |
2023-12-31 |
3,963,000 |
$206,472,000 |
0 |
|
MML INVESTORS SERVICES LLC |
14 |
- |
2023-12-31 |
3,303,488 |
$172,112,000 |
-472,796 |
|
UBS Group AG |
299 |
- |
2023-12-31 |
3,008,946 |
$156,766,000 |
-27,557 |
|
M&T BANK CORP |
38 |
- |
2023-12-31 |
2,897,918 |
$150,982,000 |
-177,779 |
|
WELLS FARGO & CO/MN |
346 |
- |
2023-12-31 |
2,762,573 |
$143,930,000 |
182,845 |
|
JANNEY MONTGOMERY SCOTT LLC |
41 |
- |
2023-12-31 |
2,674,417 |
$139,337,000 |
-366,173 |
|
ALLIANCEBERNSTEIN L.P. |
340 |
- |
2023-12-31 |
2,384,083 |
$124,211,000 |
-265,580 |
|
Baird Financial Group Inc. |
77 |
- |
2023-12-31 |
2,261,406 |
$117,819,000 |
1,987,682 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
52 |
- |
2023-12-31 |
1,754,625 |
$91,293,000 |
881,408 |
|
Resources Investment Advisors Inc. |
8 |
- |
2023-12-31 |
1,709,050 |
$89,042,000 |
-70,478 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
124 |
- |
2023-12-31 |
1,703,678 |
$88,762,000 |
4,733 |
|
MODERA WEALTH MANAGEMENT, LLC |
17 |
- |
2023-12-31 |
1,656,291 |
$86,293,000 |
1,656,291 |
|
Miracle Mile Advisors LLC |
10 |
- |
2024-03-31 |
1,523,798 |
$82,895,000 |
-315,454 |
|
AE Wealth Management LLC |
35 |
- |
2023-12-31 |
1,597,093 |
$82,394,000 |
99,066 |
|
Cetera Investment Advisers |
24 |
- |
2023-12-31 |
1,529,013 |
$79,662,000 |
-192,865 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
34 |
- |
2023-12-31 |
1,493,185 |
$77,795,000 |
1,478,099 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
10 |
- |
2023-12-31 |
1,475,664 |
$76,882,000 |
103,494 |
|
JB Capital LLC |
|
- |
2023-12-31 |
1,377,085 |
$71,746,000 |
-153,404 |
|
ALESCO ADVISORS LLC |
10 |
- |
2023-12-31 |
1,366,742 |
$71,207,000 |
13,903 |
|
TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
1,363,102 |
$71,018,000 |
40,875 |
|
BANK OF NEW YORK MELLON CORP |
842 |
- |
2024-03-31 |
1,296,892 |
$70,551,000 |
-1,096,169 |
|
KOCHIS FITZ/QUINTILE LLC |
8 |
- |
2024-03-31 |
1,202,082 |
$65,393,000 |
-14,402 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
129 |
- |
2023-12-31 |
1,233,914 |
$64,287,000 |
23,474 |
|
SAVANT CAPITAL MANAGEMENT INC |
25 |
- |
2023-12-31 |
1,183,701 |
$61,671,000 |
-606 |
|
ROYAL BANK OF CANADA |
640 |
- |
2023-12-31 |
1,140,204 |
$59,404,000 |
101,819 |
|
Goss Wealth Management LLC |
27 |
- |
2023-12-31 |
1,139,823 |
$59,016,000 |
-11,952 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
18 |
- |
2023-12-31 |
1,102,271 |
$57,428,000 |
48,993 |
|
Foundations Investment Advisors LLC |
15 |
- |
2023-12-31 |
1,108,607 |
$57,426,000 |
58,436 |
|
TIAA FSB |
65 |
- |
2023-06-30 |
1,168,296 |
$57,176,000 |
-144,836 |
|
PATHSTONE FAMILY OFFICE, LLC |
40 |
- |
2023-09-30 |
1,086,522 |
$53,164,000 |
496,418 |
|
Beacon Pointe Advisors LLC |
31 |
- |
2023-12-31 |
1,017,317 |
$53,003,000 |
-240,431 |
|
RAYMOND JAMES & ASSOCIATES |
396 |
- |
2024-03-31 |
973,782 |
$52,974,000 |
-53,875 |
|
Pathstone Holdings LLC |
59 |
- |
2023-12-31 |
985,704 |
$51,355,000 |
0 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
25 |
- |
2023-12-31 |
982,050 |
$51,165,000 |
22,523 |
|
STIFEL FINANCIAL CORP |
276 |
- |
2023-12-31 |
978,857 |
$50,999,000 |
28,703 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
192 |
- |
2024-03-31 |
898,942 |
$48,902,000 |
38,361 |
|
HIGHTOWER ADVISORS, LLC |
257 |
- |
2023-12-31 |
916,762 |
$47,746,000 |
87,494 |
|
BB&T CORP |
241 |
- |
2023-12-31 |
886,653 |
$46,195,000 |
-59,015 |
|
Financial Synergies Wealth Advisors Inc. |
5 |
- |
2024-03-31 |
813,258 |
$44,241,000 |
-12,407 |
|
FINANCIAL NETWORK |
87 |
- |
2023-12-31 |
842,904 |
$43,915,000 |
-126,836 |
|
CAPTRUST FINANCIAL ADVISORS |
142 |
- |
2023-12-31 |
773,101 |
$40,279,000 |
-35,642 |
|
WEALTHSOURCE PARTNERS LLC |
5 |
- |
2023-12-31 |
746,309 |
$38,883,000 |
-156,391 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
194 |
- |
2023-09-30 |
779,568 |
$38,144,000 |
152,304 |
|
Allspring Global Investments Holdings LLC |
408 |
- |
2024-03-31 |
676,938 |
$36,825,000 |
-175,483 |
|
Qube Research & Technologies Ltd |
305 |
- |
2023-12-31 |
681,275 |
$35,494,000 |
39,328 |
|
HTLF Bank |
6 |
- |
2024-03-31 |
650,710 |
$35,399,000 |
-11,173 |
|
JOHNSON FINANCIAL GROUP, INC. |
11 |
- |
2023-12-31 |
669,879 |
$34,901,000 |
583,336 |
|
Covenant Partners LLC |
1 |
- |
2023-12-31 |
659,964 |
$34,384,000 |
22,771 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
309 |
- |
2023-12-31 |
656,338 |
$34,195,000 |
-228,540 |
|
ATRIA INVESTMENTS LLC |
32 |
- |
2023-12-31 |
645,164 |
$33,613,000 |
-79,810 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
152 |
- |
2024-03-31 |
612,070 |
$33,297,000 |
18,239 |
|
Bank Julius Baer & Co. Ltd Zurich |
100 |
- |
2023-12-31 |
630,183 |
$32,826,000 |
-7,675 |
|
GOLDMAN SACHS GROUP INC/ |
1221 |
- |
2023-12-31 |
627,093 |
$32,672,000 |
52,842 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
355 |
- |
2024-03-31 |
597,573 |
$32,508,000 |
-14,584 |
|
Integrated Wealth Concepts LLC |
30 |
- |
2023-12-31 |
598,810 |
$31,198,000 |
-246,772 |
|
DUBUQUE BANK & TRUST CO |
5 |
- |
2023-09-30 |
634,504 |
$31,046,000 |
31,850 |
|
Atria Wealth Solutions Inc. |
43 |
- |
2023-12-31 |
591,400 |
$30,812,000 |
-82,291 |
|
MCMORGAN & CO LLC |
5 |
- |
2023-12-31 |
589,735 |
$30,725,000 |
145 |
|
Icon Wealth Partners LLC |
4 |
- |
2023-09-30 |
599,876 |
$29,352,000 |
150,201 |
|
Symmetry Partner LLC |
8 |
- |
2024-03-31 |
537,143 |
$29,221,000 |
-521,343 |
|
Icon Wealth Advisors LLC |
4 |
- |
2023-12-31 |
534,822 |
$27,864,000 |
55,102 |
|
Octavia Wealth Advisors LLC |
7 |
- |
2024-03-31 |
500,602 |
$27,233,000 |
500,602 |
|
FIFTH THIRD BANCORP |
160 |
- |
2024-03-31 |
499,624 |
$27,180,000 |
-66,389 |
|
PRUDENTIAL FINANCIAL INC |
362 |
- |
2023-12-31 |
510,413 |
$26,592,000 |
-83,030 |
|
Rockefeller Capital Management L.P. |
230 |
- |
2023-12-31 |
508,996 |
$26,519,000 |
-17,537 |
|
MARINER WEALTH ADVISORS, LLC |
246 |
- |
2023-12-31 |
500,403 |
$26,071,000 |
-1,105 |
|
Townsend & Associates Inc |
11 |
- |
2024-03-31 |
471,824 |
$25,403,000 |
6,202 |
|
Ratio Wealth Group |
3 |
- |
2023-12-31 |
469,489 |
$24,460,000 |
-167,977 |
|
SCS CAPITAL MANAGEMENT LLC |
27 |
- |
2023-12-31 |
461,165 |
$24,027,000 |
-208,121 |
|
MA Private Wealth |
|
- |
2023-12-31 |
452,320 |
$23,566,000 |
23,132 |
|
BURNS WEALTH MANAGEMENT, INC. |
21 |
- |
2023-12-31 |
443,432 |
$23,103,000 |
-2,453 |
|
Kestra Advisory Services LLC |
111 |
- |
2023-12-31 |
425,185 |
$22,152,000 |
47,209 |
|
Brave Asset Management Inc |
5 |
- |
2023-12-31 |
424,933 |
$22,139,000 |
1,243 |
|
Valence8 US LP |
4 |
- |
2023-12-31 |
421,729 |
$21,972,000 |
16,816 |
|
Sharkey Howes & Javer |
5 |
- |
2024-03-31 |
403,821 |
$21,968,000 |
-16,421 |
|
Austin Private Wealth LLC |
13 |
- |
2024-03-31 |
388,444 |
$21,116,000 |
-137,131 |
|
MULTIFINANCIAL SECURITIES CORP |
81 |
- |
2023-12-31 |
389,446 |
$20,290,000 |
-33,561 |
|
One Capital Management LLC |
35 |
- |
2023-12-31 |
381,791 |
$19,891,000 |
376,107 |
|
Checchi Capital Advisers LLC |
11 |
- |
2024-03-31 |
362,882 |
$19,741,000 |
-239 |
|
High Falls Advisors Inc |
4 |
- |
2023-12-31 |
377,681 |
$19,677,000 |
-54,959 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
16 |
- |
2024-03-31 |
355,203 |
$19,323,000 |
-171,364 |
|
MERCER GLOBAL ADVISORS INC /ADV |
200 |
- |
2023-12-31 |
368,929 |
$19,221,000 |
-16,830 |
|
Ronald Blue Trust Inc. |
34 |
- |
2023-12-31 |
388,458 |
$19,007,000 |
96,843 |
|
West Wealth Group LLC |
3 |
- |
2023-12-31 |
361,685 |
$18,844,000 |
-24,215 |
|
|
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
|
|
|