|
Institutional
Holders
Total
Institutions:
|
26 3 |
|
Total
shares held :
|
22,434,322 |
|
% of shares
held :
|
24.93% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
3 |
|
Amount
of shares held :
|
851,521 |
|
% of shares
held change :
|
0.95% |
|
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 |
FRANKLIN RESOURCES INC |
147 |
- |
2023-12-31 |
19,064,237 |
$397,013,000 |
1,364,853 |
|
JANNEY MONTGOMERY SCOTT LLC |
260 |
- |
2024-03-31 |
1,269,281 |
$26,008,000 |
639,183 |
|
Congress Wealth Management LLC / DE / |
69 |
- |
2024-03-31 |
971,142 |
$19,899,000 |
138,571 |
|
TOTAL INVESTMENT MANAGEMENT INC |
12 |
- |
2024-03-31 |
664,576 |
$13,617,000 |
18,209 |
|
LPL FINANCIAL CORP |
1171 |
- |
2023-12-31 |
538,935 |
$11,223,000 |
489,769 |
|
RAYMOND JAMES & ASSOCIATES |
1589 |
- |
2024-03-31 |
240,411 |
$4,926,000 |
37,203 |
|
ENVESTNET ASSET MANAGEMENT INC |
2333 |
- |
2023-12-31 |
117,302 |
$2,443,000 |
-9,988 |
|
AE Wealth Management LLC |
936 |
*New |
2023-12-31 |
87,115 |
$1,792,000 |
87,115 |
|
Cetera Investment Advisers |
999 |
- |
2023-12-31 |
57,753 |
$1,203,000 |
-9,185 |
|
Advisor Group Holdings Inc. |
2395 |
- |
2023-12-31 |
53,708 |
$1,118,000 |
-5,385 |
|
VALMARK ADVISERS INC |
296 |
- |
2023-12-31 |
34,553 |
$720,000 |
4,491 |
|
CITADEL ADVISORS LLC |
3269 |
- |
2023-12-31 |
33,449 |
$697,000 |
15,981 |
|
Envestnet Portfolio Solutions Inc. |
960 |
- |
2023-12-31 |
29,729 |
$619,000 |
1,653 |
|
Atria Wealth Solutions Inc. |
1280 |
- |
2023-12-31 |
20,555 |
$428,000 |
1,049 |
|
FINANCIAL NETWORK |
2166 |
- |
2023-12-31 |
15,956 |
$332,000 |
-4,883 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
224 |
- |
2023-12-31 |
12,898 |
$269,000 |
1,405 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
11,073 |
$227,000 |
431 |
|
LOCKERMAN FINANCIAL GROUP INC. |
98 |
- |
2024-03-31 |
10,445 |
$214,000 |
-165 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2024-03-31 |
8,442 |
$173,000 |
-367 |
|
J P MORGAN CHASE & CO |
4413 |
- |
2023-12-31 |
5,885 |
$123,000 |
4,651 |
|
Key Financial Inc |
300 |
- |
2024-03-31 |
5,065 |
$105,000 |
0 |
|
Westside Investment Management Inc. |
376 |
- |
2024-03-31 |
2,000 |
$41,000 |
0 |
|
HANSON MCCLAIN, INC. |
1585 |
- |
2024-03-31 |
1,309 |
$27,000 |
0 |
|
Riggs Asset Managment Co. Inc. |
|
- |
2024-03-31 |
65 |
$1,000 |
0 |
|
CWM LLC |
4052 |
*New |
2024-03-31 |
46 |
$1,000 |
46 |
|
Leicht Financial Planning & Wealth Management Inc. |
21 |
*Closed |
2024-03-31 |
0 |
$0 |
-11,503 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
0 |
$0 |
0 |
|
IHT Wealth Management LLC |
999 |
*Closed |
2023-12-31 |
0 |
$0 |
-952,277 |
|
BANK OF MONTREAL /CAN/ |
3450 |
*Closed |
2023-12-31 |
0 |
$0 |
-2 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
6374 |
*Closed |
2023-12-31 |
0 |
$0 |
-19,180 |
|
ROYAL BANK OF CANADA |
6833 |
*Closed |
2023-12-31 |
0 |
$0 |
-4,230 |
|
JANE STREET GROUP LLC |
5897 |
*Closed |
2023-12-31 |
0 |
$0 |
-409,294 |
|
MORGAN STANLEY |
7675 |
*Closed |
2023-12-31 |
0 |
$0 |
-719 |
|
|
33 Records found
|
1
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