|
Institutional
Holders
Total
Institutions:
|
177 9 |
|
Total
shares held :
|
5,972,597 |
|
% of shares
held :
|
35.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
10 |
|
Amount
of shares held :
|
891,817 |
|
% of shares
held change :
|
5.29% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$69.79 |
|
Last
Quarter's Ending
Price :
|
$78.94 |
|
Last
Quarter's Average
Price :
|
$72.25 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.49 (10.37%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
594 |
- |
2024-03-31 |
1,255,507 |
$103,554,000 |
5,611 |
|
Lido Advisors LLC |
16 |
- |
2024-03-31 |
1,229,838 |
$101,437,000 |
-4,564 |
|
AE Wealth Management LLC |
139 |
- |
2024-03-31 |
205,919 |
$16,984,000 |
-20,259 |
|
MONUMENTAL FINANCIAL GROUP INC. |
4 |
- |
2024-03-31 |
183,655 |
$15,148,000 |
16,443 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
615 |
- |
2024-03-31 |
178,603 |
$14,731,000 |
-28,184 |
|
PFG FINANCIAL ADVISORS |
19 |
- |
2024-03-31 |
177,280 |
$14,622,000 |
4,175 |
|
AGF MANAGEMENT LTD |
181 |
- |
2024-03-31 |
172,686 |
$14,243,000 |
79,401 |
|
BANK OF AMERICA CORP /DE/ |
2219 |
- |
2024-03-31 |
163,516 |
$13,487,000 |
7,583 |
|
MORGAN STANLEY |
3193 |
- |
2024-03-31 |
139,557 |
$11,511,000 |
13,798 |
|
J P MORGAN CHASE & CO |
2058 |
- |
2024-03-31 |
121,077 |
$9,986,000 |
75,157 |
|
ENVESTNET ASSET MANAGEMENT INC |
1571 |
- |
2024-03-31 |
111,378 |
$9,186,000 |
-13,547 |
|
Advisor Group Holdings Inc. |
750 |
- |
2024-03-31 |
105,863 |
$8,742,000 |
16,241 |
|
RWM Asset Management LLC |
26 |
- |
2024-03-31 |
105,986 |
$8,742,000 |
-8,316 |
|
Connectus Wealth LLC |
92 |
- |
2024-03-31 |
103,626 |
$8,555,000 |
92,099 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
447 |
- |
2024-03-31 |
98,927 |
$8,160,000 |
-8,134 |
|
ATLAS CAPITAL ADVISORS LLC |
23 |
- |
2024-03-31 |
84,566 |
$6,975,000 |
10,761 |
|
HIGHTOWER ADVISORS, LLC |
827 |
- |
2024-03-31 |
83,348 |
$6,825,000 |
-7,171 |
|
LPL FINANCIAL CORP |
1652 |
- |
2024-03-31 |
71,192 |
$5,872,000 |
-17,931 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
544 |
- |
2024-03-31 |
66,480 |
$5,483,000 |
17,156 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
51 |
- |
2024-03-31 |
57,133 |
$4,712,000 |
2,992 |
|
STIFEL FINANCIAL CORP |
1183 |
- |
2024-03-31 |
56,905 |
$4,694,000 |
-309 |
|
MARINER WEALTH ADVISORS, LLC |
755 |
- |
2024-03-31 |
56,889 |
$4,692,000 |
5,263 |
|
SFI Advisors LLC |
9 |
- |
2024-03-31 |
55,356 |
$4,566,000 |
4,134 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1037 |
- |
2024-03-31 |
55,146 |
$4,548,000 |
19,913 |
|
Beaumont Capital Management LLC |
14 |
- |
2024-03-31 |
51,321 |
$4,233,000 |
-5,584 |
|
KCM INVESTMENT ADVISORS LLC |
107 |
- |
2024-03-31 |
50,677 |
$4,180,000 |
270 |
|
Kestra Advisory Services LLC |
603 |
- |
2024-03-31 |
47,679 |
$3,933,000 |
6,442 |
|
Brookstone Capital Management |
257 |
- |
2024-03-31 |
45,924 |
$3,788,000 |
1,814 |
|
LINCOLN NATIONAL CORP |
214 |
- |
2024-03-31 |
42,348 |
$3,493,000 |
4,872 |
|
ADVISORY SERVICES NETWORK, LLC |
335 |
- |
2024-03-31 |
37,463 |
$3,090,000 |
4,354 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1050 |
- |
2024-03-31 |
34,757 |
$2,867,000 |
-9,746 |
|
Yoder Wealth Management Inc. |
17 |
- |
2024-03-31 |
34,743 |
$2,866,000 |
-221 |
|
EXCHANGE CAPITAL MANAGEMENT INC |
73 |
- |
2024-03-31 |
32,200 |
$2,656,000 |
-678 |
|
FMR LLC |
2120 |
- |
2024-03-31 |
29,860 |
$2,463,000 |
3,604 |
|
Maltin Wealth Management Inc. |
21 |
- |
2024-03-31 |
29,806 |
$2,458,000 |
997 |
|
PENOBSCOT WEALTH MANAGEMENT |
15 |
- |
2024-03-31 |
29,345 |
$2,420,000 |
5,436 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1239 |
- |
2024-03-31 |
28,088 |
$2,317,000 |
24,019 |
|
Atria Wealth Solutions Inc. |
587 |
- |
2024-03-31 |
27,493 |
$2,268,000 |
-7,010 |
|
JANNEY MONTGOMERY SCOTT LLC |
1119 |
- |
2024-03-31 |
26,207 |
$2,162,000 |
1,160 |
|
Rockefeller Capital Management L.P. |
984 |
- |
2024-03-31 |
25,522 |
$2,105,000 |
-6,152 |
|
JANE STREET GROUP LLC |
2224 |
- |
2024-03-31 |
24,779 |
$2,044,000 |
24,779 |
|
SMITH, SALLEY & ASSOCIATES |
97 |
- |
2024-03-31 |
24,249 |
$2,000,000 |
1,002 |
|
WELLS FARGO & CO/MN |
2587 |
- |
2024-03-31 |
23,663 |
$1,952,000 |
5,418 |
|
CX Institutional |
199 |
- |
2024-03-31 |
23,095 |
$1,905,000 |
466 |
|
FINANCIAL NETWORK |
1060 |
- |
2024-03-31 |
22,698 |
$1,872,000 |
2,703 |
|
EP WEALTH ADVISORS, INC. |
284 |
- |
2024-03-31 |
21,719 |
$1,791,000 |
-1,663 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
414 |
- |
2024-03-31 |
20,647 |
$1,703,000 |
705 |
|
J.W. COLE ADVISORS INC. |
244 |
- |
2024-03-31 |
19,878 |
$1,640,000 |
614 |
|
RAYMOND JAMES & ASSOCIATES |
2288 |
- |
2024-03-31 |
19,413 |
$1,601,000 |
709 |
|
UBS Group AG |
3192 |
- |
2024-03-31 |
18,590 |
$1,533,000 |
-1,580 |
|
AMERIPRISE FINANCIAL INC |
2929 |
- |
2024-03-31 |
18,097 |
$1,492,000 |
243 |
|
LYNCH & ASSOCIATES/IN |
65 |
- |
2024-03-31 |
16,936 |
$1,397,000 |
1,300 |
|
Lifeworks Advisors LLC |
75 |
- |
2024-03-31 |
16,453 |
$1,357,000 |
2,788 |
|
Cribstone Capital Management LLC |
35 |
- |
2022-12-31 |
23,195 |
$1,315,000 |
137 |
|
Ellis Investment Partners LLC |
73 |
- |
2024-03-31 |
15,818 |
$1,305,000 |
-34 |
|
Ameritas Advisory Services LLC |
330 |
- |
2024-03-31 |
15,630 |
$1,237,000 |
1,182 |
|
HBW Advisory Services LLC |
110 |
- |
2024-03-31 |
15,428 |
$1,218,000 |
0 |
|
Thrive Capital Management LLC |
39 |
*New |
2024-03-31 |
14,849 |
$1,148,000 |
14,849 |
|
SOUTHERN CAPITAL ADVISORS LLC |
29 |
- |
2024-03-31 |
12,904 |
$1,064,000 |
1,471 |
|
Sigma Planning Corp |
488 |
- |
2024-03-31 |
12,725 |
$1,050,000 |
3,639 |
|
GSA CAPITAL PARTNERS LLP |
414 |
- |
2024-03-31 |
12,510 |
$1,032,000 |
4,134 |
|
VCI Wealth Management LLC |
37 |
- |
2024-03-31 |
12,328 |
$1,017,000 |
-2,323 |
|
Triumph Capital Management |
53 |
*New |
2024-03-31 |
12,088 |
$990,000 |
12,088 |
|
Snowden Capital Advisors LLC |
503 |
- |
2024-03-31 |
11,638 |
$960,000 |
3,501 |
|
DAVENPORT & CO LLC |
632 |
- |
2024-03-31 |
10,507 |
$867,000 |
3,583 |
|
Spire Wealth Management |
414 |
- |
2024-03-31 |
10,124 |
$835,000 |
-531 |
|
REGAL INVESTMENT ADVISORS, LLC |
271 |
- |
2024-03-31 |
9,937 |
$820,000 |
2,290 |
|
Stonebridge Financial Planning Group LLC |
65 |
- |
2024-03-31 |
9,732 |
$803,000 |
445 |
|
Goss Wealth Management LLC |
1096 |
- |
2024-03-31 |
9,686 |
$799,000 |
-160 |
|
PERSONAL CFO SOLUTIONS LLC |
182 |
- |
2024-03-31 |
9,049 |
$746,000 |
-1,965 |
|
MAGNOLIA CAPITAL MANAGEMENT LTD |
32 |
- |
2024-03-31 |
9,010 |
$743,000 |
0 |
|
ROYAL BANK OF CANADA |
3209 |
- |
2024-03-31 |
8,816 |
$728,000 |
3,560 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2264 |
- |
2024-03-31 |
8,399 |
$693,000 |
570 |
|
Charter Oak Capital Management LLC |
88 |
- |
2024-03-31 |
8,299 |
$684,000 |
37 |
|
Investors Research Corp |
171 |
- |
2024-03-31 |
8,106 |
$669,000 |
558 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
387 |
- |
2024-03-31 |
8,377 |
$661,000 |
0 |
|
AXXCESS WEALTH MANAGEMENT LLC |
476 |
- |
2024-03-31 |
7,791 |
$643,000 |
-891 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
90 |
- |
2024-03-31 |
7,729 |
$637,000 |
1,423 |
|
CITADEL ADVISORS LLC |
3491 |
- |
2024-03-31 |
7,701 |
$635,000 |
-5,636 |
|
Sunbelt Securities Inc. |
276 |
- |
2024-03-31 |
7,410 |
$611,000 |
376 |
|
Pensionmark Financial Group LLC |
190 |
- |
2024-03-31 |
7,325 |
$604,000 |
1,320 |
|
Oakmont Partners LLC |
477 |
- |
2024-03-31 |
7,250 |
$598,000 |
-466 |
|
Robertson Stephens Wealth Management LLC |
307 |
*New |
2024-03-31 |
7,178 |
$592,000 |
7,178 |
|
Soltis Investment Advisors LLC |
187 |
- |
2024-03-31 |
7,180 |
$592,000 |
107 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1197 |
- |
2023-09-30 |
8,124 |
$568,000 |
272 |
|
Pathstone Holdings LLC |
1646 |
- |
2024-03-31 |
6,500 |
$536,000 |
824 |
|
MML INVESTORS SERVICES LLC |
1750 |
- |
2024-03-31 |
6,451 |
$532,000 |
-1,924 |
|
HALL CAPITAL MANAGEMENT CO INC |
59 |
- |
2024-03-31 |
6,373 |
$526,000 |
0 |
|
RENAISSANCE TECHNOLOGIES LLC |
2847 |
- |
2024-03-31 |
6,300 |
$520,000 |
2,100 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1585 |
- |
2024-03-31 |
5,966 |
$492,000 |
704 |
|
PRUDENTIAL FINANCIAL INC |
2179 |
- |
2024-03-31 |
5,913 |
$488,000 |
-5,384 |
|
Eley Financial Management Inc |
61 |
- |
2024-03-31 |
5,891 |
$486,000 |
173 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1326 |
*New |
2024-03-31 |
5,520 |
$455,000 |
5,520 |
|
Stratos Wealth Advisors LLC |
488 |
- |
2024-03-31 |
5,215 |
$430,000 |
463 |
|
NBC SECURITIES INC. |
486 |
- |
2024-03-31 |
5,165 |
$426,000 |
1,580 |
|
CENTAURUS FINANCIAL INC. |
424 |
- |
2024-03-31 |
4,981 |
$411,000 |
-1,480 |
|
NATIONAL ASSET MANAGEMENT, INC. |
930 |
- |
2024-03-31 |
5,468 |
$382,000 |
-50 |
|
D E SHAW & CO INC |
2375 |
*New |
2024-03-31 |
4,558 |
$376,000 |
4,558 |
|
CREATIVE PLANNING |
2066 |
- |
2024-03-31 |
4,482 |
$370,000 |
-181 |
|
Crumly & Associates Inc. |
111 |
- |
2024-03-31 |
4,216 |
$348,000 |
0 |
|
|
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
|
|
|