|
Institutional
Holders
Total
Institutions:
|
24 0 |
|
Total
shares held :
|
14,742,334 |
|
% of shares
held :
|
16.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
4 |
|
Amount
of shares held :
|
-423,903 |
|
% of shares
held change :
|
-0.47% |
|
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 |
274 |
- |
2023-12-31 |
8,225,363 |
$167,715,000 |
-993,696 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
60 |
- |
2024-03-31 |
6,343,075 |
$128,320,000 |
774,654 |
|
LPL FINANCIAL CORP |
1682 |
- |
2023-12-31 |
242,976 |
$4,954,000 |
8,953 |
|
BANK OF AMERICA CORP /DE/ |
3165 |
- |
2023-12-31 |
158,680 |
$3,235,000 |
-23,368 |
|
KWB Wealth |
36 |
- |
2024-03-31 |
135,743 |
$2,746,000 |
16,999 |
|
Brookstone Capital Management |
416 |
- |
2024-03-31 |
68,569 |
$1,387,000 |
-16,357 |
|
JANE STREET GROUP LLC |
3138 |
- |
2023-12-31 |
51,751 |
$1,055,000 |
36,782 |
|
ACT Advisors LLC. |
17 |
- |
2024-03-31 |
50,770 |
$1,027,000 |
-3,022 |
|
Your Advocates Ltd. LLP |
17 |
- |
2023-12-31 |
43,475 |
$886,000 |
3,009 |
|
REGAL INVESTMENT ADVISORS, LLC |
263 |
- |
2023-12-31 |
37,298 |
$761,000 |
1,396 |
|
Visionary Wealth Advisors |
285 |
- |
2023-12-31 |
30,079 |
$613,000 |
1,726 |
|
Opes Wealth Management LLC |
71 |
- |
2023-12-31 |
29,438 |
$600,000 |
60 |
|
FAMILY CAPITAL TRUST CO |
36 |
- |
2024-03-31 |
22,346 |
$452,000 |
0 |
|
Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
17,210 |
$351,000 |
17,210 |
|
Millington Financial Advisors LLC |
63 |
- |
2023-12-31 |
16,880 |
$344,000 |
-1,883 |
|
Deschutes Portfolio Strategy LLC |
147 |
- |
2023-12-31 |
15,600 |
$318,000 |
0 |
|
HIGHTOWER ADVISORS, LLC |
2678 |
*New |
2023-12-31 |
13,960 |
$284,000 |
13,960 |
|
GUARANTY TRUST CO OF MISSOURI /MO/ |
661 |
- |
2024-03-31 |
5,168 |
$105,000 |
2,017 |
|
PRIVATE TRUST CO NA |
939 |
- |
2024-03-31 |
3,985 |
$81,000 |
0 |
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
836 |
- |
2023-12-31 |
2,086 |
$43,000 |
2,086 |
|
Advisor Group Holdings Inc. |
5014 |
- |
2023-12-31 |
1,894 |
$39,000 |
-664 |
|
ROYAL BANK OF CANADA |
5884 |
*New |
2023-12-31 |
270 |
$6,000 |
270 |
|
PROEQUITIES INC. |
5030 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
UBS Group AG |
7512 |
*Closed |
2023-12-31 |
0 |
$0 |
-145 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3428 |
- |
2023-12-31 |
9 |
$0 |
0 |
|
Cetera Investment Advisers |
2318 |
*Closed |
2023-12-31 |
0 |
$0 |
-12,957 |
|
CITADEL ADVISORS LLC |
6425 |
*Closed |
2023-12-31 |
0 |
$0 |
-103,557 |
|
|
27 Records found
|
1
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