|
Institutional
Holders
Total
Institutions:
|
179 1 |
|
Total
shares held :
|
6,313,782 |
|
% of shares
held :
|
53.96% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-37 |
|
Amount
of shares held :
|
-828,861 |
|
% of shares
held change :
|
-7.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$96.54 |
|
Last
Quarter's Ending
Price :
|
$109.56 |
|
Last
Quarter's Average
Price :
|
$101.05 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
17.23 (17.05%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
263 |
- |
2023-12-31 |
981,924 |
$107,580,000 |
21,267 |
|
MORGAN STANLEY |
1199 |
- |
2023-12-31 |
853,961 |
$93,560,000 |
-136,673 |
|
JANNEY MONTGOMERY SCOTT LLC |
130 |
- |
2023-12-31 |
450,133 |
$49,317,000 |
-1,725 |
|
WELLS FARGO & CO/MN |
750 |
- |
2023-12-31 |
390,044 |
$42,733,000 |
3,371 |
|
UBS Group AG |
909 |
- |
2023-12-31 |
272,284 |
$29,831,000 |
-9,401 |
|
ENVESTNET ASSET MANAGEMENT INC |
962 |
- |
2023-12-31 |
208,135 |
$22,803,000 |
-49,382 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
535 |
- |
2024-03-31 |
149,348 |
$18,412,000 |
-146,464 |
|
Kingsview Wealth Management LLC |
37 |
- |
2023-12-31 |
167,149 |
$18,313,000 |
44,110 |
|
BANK OF AMERICA CORP /DE/ |
1871 |
- |
2023-12-31 |
164,966 |
$18,074,000 |
-6,747 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
346 |
- |
2024-03-31 |
111,441 |
$13,738,000 |
-8,765 |
|
Baird Financial Group Inc. |
408 |
- |
2023-12-31 |
120,515 |
$13,204,000 |
7,425 |
|
RAYMOND JAMES & ASSOCIATES |
1004 |
- |
2024-03-31 |
106,838 |
$13,171,000 |
24,230 |
|
WIN ADVISORS INC |
6 |
*New |
2024-03-31 |
103,315 |
$12,737,000 |
103,315 |
|
Advisor Group Holdings Inc. |
844 |
- |
2023-12-31 |
84,233 |
$9,238,000 |
-54,849 |
|
U.S. Capital Wealth Advisors LLC |
67 |
- |
2023-12-31 |
78,776 |
$8,631,000 |
143 |
|
ROYAL BANK OF CANADA |
1590 |
- |
2023-12-31 |
72,350 |
$7,926,000 |
-56,516 |
|
H D Vest Advisory Services |
208 |
- |
2023-12-31 |
67,769 |
$7,425,000 |
1,961 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
945 |
- |
2023-12-31 |
58,684 |
$6,429,000 |
1,425 |
|
STIFEL FINANCIAL CORP |
972 |
- |
2023-12-31 |
58,463 |
$6,407,000 |
-18,030 |
|
Cetera Investment Advisers |
367 |
- |
2023-12-31 |
57,584 |
$6,309,000 |
-3,677 |
|
DAVIDSON D A & CO |
250 |
- |
2023-12-31 |
54,584 |
$5,980,000 |
-2,907 |
|
CX Institutional |
86 |
- |
2024-03-31 |
48,507 |
$5,980,000 |
15,296 |
|
FINANCIAL NETWORK |
503 |
- |
2023-12-31 |
53,853 |
$5,900,000 |
-2,575 |
|
Global Assets Advisory LLC |
87 |
- |
2024-03-31 |
627,002 |
$5,086,000 |
627,002 |
|
Integrated Wealth Concepts LLC |
236 |
- |
2023-12-31 |
44,998 |
$4,930,000 |
-65,229 |
|
Coppell Advisory Solutions Corp. |
8 |
- |
2023-03-31 |
52,952 |
$4,853,000 |
14,084 |
|
Snowden Capital Advisors LLC |
152 |
- |
2023-12-31 |
42,838 |
$4,693,000 |
-17,745 |
|
Beck Bode LLC |
31 |
- |
2023-12-31 |
41,684 |
$4,567,000 |
-4,371 |
|
IFP Advisors Inc |
101 |
- |
2023-12-31 |
40,713 |
$4,460,000 |
-3,174 |
|
FIRST TRUST ADVISORS LP |
1350 |
- |
2023-12-31 |
39,057 |
$4,279,000 |
-281,587 |
|
IHT Wealth Management LLC |
113 |
- |
2023-12-31 |
38,671 |
$4,237,000 |
-1,866 |
|
Coppell Advisory Solutions LLC |
25 |
- |
2023-12-31 |
35,811 |
$3,923,000 |
-3,057 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
13 |
- |
2023-12-31 |
35,356 |
$3,874,000 |
-1,282 |
|
Western Wealth Management LLC |
80 |
- |
2023-12-31 |
33,970 |
$3,722,000 |
17,715 |
|
Atria Wealth Solutions Inc. |
390 |
- |
2023-12-31 |
33,762 |
$3,699,000 |
-5,633 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1365 |
- |
2023-12-31 |
32,522 |
$3,563,000 |
2,071 |
|
CITADEL ADVISORS LLC |
1872 |
- |
2023-12-31 |
31,331 |
$3,433,000 |
18,377 |
|
BANK OF NEW YORK MELLON CORP |
2535 |
- |
2024-03-31 |
25,203 |
$3,107,000 |
-2,060 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
659 |
- |
2023-12-31 |
27,143 |
$2,974,000 |
1,780 |
|
LVZ Advisors Inc. |
20 |
- |
2024-03-31 |
23,143 |
$2,853,000 |
-2,348 |
|
AE Wealth Management LLC |
785 |
- |
2023-12-31 |
24,906 |
$2,785,000 |
-9 |
|
Private Advisor Group LLC |
637 |
- |
2023-12-31 |
25,293 |
$2,771,000 |
-1,746 |
|
HARBOUR INVESTMENTS INC. |
174 |
- |
2023-12-31 |
24,822 |
$2,719,000 |
486 |
|
Equitable Holdings Inc. |
336 |
- |
2023-12-31 |
24,375 |
$2,671,000 |
-748 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
488 |
- |
2023-12-31 |
25,468 |
$2,616,000 |
8,727 |
|
HFG Advisors Inc. |
9 |
- |
2024-03-31 |
20,902 |
$2,577,000 |
-3,284 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
47 |
- |
2023-12-31 |
22,668 |
$2,484,000 |
0 |
|
Vestmark Advisory Solutions Inc. |
198 |
- |
2023-12-31 |
21,913 |
$2,401,000 |
491 |
|
Stratos Wealth Partners LTD. |
404 |
- |
2024-03-31 |
19,031 |
$2,346,000 |
-527 |
|
Kestra Advisory Services LLC |
736 |
- |
2023-12-31 |
20,756 |
$2,274,000 |
-1,581 |
|
CoreCap Advisors LLC |
135 |
- |
2023-12-31 |
20,144 |
$2,207,000 |
-2,998 |
|
IAMS WEALTH MANAGEMENT LLC |
15 |
- |
2024-03-31 |
17,801 |
$2,130,000 |
1,505 |
|
MULTIFINANCIAL SECURITIES CORP |
497 |
- |
2023-12-31 |
18,580 |
$2,036,000 |
-242 |
|
Envestnet Portfolio Solutions Inc. |
594 |
- |
2023-12-31 |
18,317 |
$2,007,000 |
2,216 |
|
INTL FCSTONE INC. |
84 |
- |
2023-12-31 |
18,152 |
$1,989,000 |
-1,458 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
338 |
- |
2023-12-31 |
18,065 |
$1,979,000 |
-277 |
|
Apollon Wealth Management LLC |
283 |
- |
2023-12-31 |
16,833 |
$1,844,000 |
36 |
|
BB&T CORP |
1274 |
- |
2023-12-31 |
16,744 |
$1,834,000 |
-4,789 |
|
FLOW TRADERS U.S. LLC |
242 |
- |
2023-12-31 |
15,601 |
$1,709,000 |
7,963 |
|
ETFIDEA LLC |
|
- |
2023-12-31 |
15,419 |
$1,689,000 |
-675 |
|
NATIXIS ASSET MANAGEMENT ADVISORS LP |
1084 |
*New |
2024-03-31 |
13,703 |
$1,689,000 |
13,703 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
50 |
- |
2024-03-31 |
12,790 |
$1,577,000 |
-4,760 |
|
Krilogy Financial LLC |
124 |
- |
2024-03-31 |
12,550 |
$1,547,000 |
2 |
|
MML INVESTORS SERVICES LLC |
1161 |
- |
2023-12-31 |
13,114 |
$1,437,000 |
-3,181 |
|
NBC SECURITIES INC. |
167 |
- |
2024-03-31 |
11,115 |
$1,371,000 |
-110 |
|
Rockefeller Capital Management L.P. |
1036 |
- |
2023-12-31 |
12,487 |
$1,368,000 |
-390 |
|
CWM LLC |
728 |
- |
2024-03-31 |
11,082 |
$1,366,000 |
-100 |
|
Keystone Wealth Services LLC |
56 |
- |
2024-03-31 |
10,780 |
$1,329,000 |
-49 |
|
NewEdge Wealth LLC |
358 |
- |
2023-12-31 |
11,945 |
$1,309,000 |
-4,825 |
|
Horizon Family Wealth Inc. |
19 |
- |
2023-12-31 |
11,934 |
$1,308,000 |
11,934 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
461 |
- |
2023-12-31 |
11,388 |
$1,248,000 |
-808 |
|
Gateway Wealth Partners LLC |
56 |
- |
2023-12-31 |
11,032 |
$1,209,000 |
-2,141 |
|
ATRIA INVESTMENTS LLC |
820 |
- |
2023-12-31 |
10,816 |
$1,185,000 |
10,816 |
|
HANSON MCCLAIN, INC. |
391 |
- |
2024-03-31 |
9,272 |
$1,143,000 |
852 |
|
PARK AVENUE SECURITIES LLC |
602 |
- |
2024-03-31 |
9,218 |
$1,136,000 |
-101 |
|
OneAscent Financial Services LLC |
115 |
- |
2024-03-31 |
8,915 |
$1,099,000 |
678 |
|
OPPENHEIMER & CO INC |
708 |
- |
2023-12-31 |
9,191 |
$1,007,000 |
-123 |
|
PROSPERA FINANCIAL SERVICES |
472 |
- |
2023-12-31 |
8,922 |
$977,000 |
318 |
|
GREAT VALLEY ADVISOR GROUP INC. |
346 |
- |
2023-12-31 |
8,863 |
$971,000 |
96 |
|
Private Portfolio Partners LLC |
83 |
- |
2023-12-31 |
8,813 |
$966,000 |
132 |
|
Cresset Asset Management LLC |
892 |
- |
2023-12-31 |
8,729 |
$956,000 |
-10 |
|
Orion Portfolio Solutions LLC |
971 |
- |
2023-12-31 |
8,671 |
$937,000 |
319 |
|
IFG Advisory LLC |
258 |
- |
2023-12-31 |
8,254 |
$904,000 |
-1,338 |
|
Stonebridge Financial Planning Group LLC |
51 |
- |
2023-12-31 |
7,990 |
$875,000 |
-1,892 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
129 |
- |
2023-12-31 |
7,848 |
$860,000 |
-6,643 |
|
SILVER OAK SECURITIES Inc |
187 |
- |
2023-12-31 |
7,799 |
$854,000 |
139 |
|
Virtue Capital Management LLC |
97 |
- |
2023-12-31 |
7,927 |
$844,000 |
-64 |
|
MARINER WEALTH ADVISORS, LLC |
1555 |
- |
2023-12-31 |
7,660 |
$839,000 |
2,357 |
|
Goss Wealth Management LLC |
1015 |
- |
2023-12-31 |
7,642 |
$837,000 |
3,441 |
|
True Capital Management |
45 |
- |
2023-03-31 |
8,708 |
$810,000 |
-189 |
|
Cyndeo Wealth Partners LLC |
222 |
- |
2024-03-31 |
6,383 |
$787,000 |
0 |
|
COMERICA BANK |
1672 |
- |
2023-12-31 |
6,886 |
$754,000 |
165 |
|
Qube Research & Technologies Ltd |
1786 |
- |
2023-12-31 |
6,776 |
$742,000 |
6,743 |
|
MILLENNIUM MANAGEMENT LLC |
2895 |
*New |
2023-12-31 |
6,636 |
$727,000 |
6,636 |
|
HIGHTOWER ADVISORS, LLC |
2078 |
- |
2023-12-31 |
6,010 |
$658,000 |
-410 |
|
J P MORGAN CHASE & CO |
3544 |
- |
2023-12-31 |
5,950 |
$652,000 |
-386 |
|
AMERIPRISE FINANCIAL INC |
3282 |
- |
2023-12-31 |
5,866 |
$643,000 |
1,837 |
|
Global Retirement Partners LLC |
474 |
- |
2024-03-31 |
5,044 |
$622,000 |
-130 |
|
Well Done LLC |
106 |
- |
2024-03-31 |
4,875 |
$601,000 |
0 |
|
Mutual Advisors LLC |
603 |
- |
2023-12-31 |
5,454 |
$598,000 |
0 |
|
|
100 Records found
|
1
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