|
Institutional
Holders
Total
Institutions:
|
258 20 |
|
Total
shares held :
|
80,204,467 |
|
% of shares
held :
|
14.31% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-101 |
|
Amount
of shares held :
|
-2,091,534 |
|
% of shares
held change :
|
-0.37% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$23.85 |
|
Last
Quarter's Ending
Price :
|
$22.44 |
|
Last
Quarter's Average
Price :
|
$23.32 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.12 (4.8%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
105 |
- |
2023-12-31 |
32,028,114 |
$718,711,000 |
-145,253 |
|
MORGAN STANLEY |
817 |
- |
2023-12-31 |
8,161,808 |
$183,151,000 |
-779,670 |
|
FIRST TRUST ADVISORS LP |
201 |
- |
2023-12-31 |
5,143,286 |
$115,415,000 |
5,133,895 |
|
LPL FINANCIAL CORP |
338 |
- |
2023-12-31 |
3,697,119 |
$82,963,000 |
-343,513 |
|
UBS Group AG |
570 |
- |
2023-12-31 |
2,843,502 |
$63,808,000 |
-813,294 |
|
Miracle Mile Advisors LLC |
28 |
- |
2024-03-31 |
1,685,537 |
$39,981,000 |
185,673 |
|
ROYAL BANK OF CANADA |
797 |
- |
2023-12-31 |
1,721,997 |
$38,642,000 |
-338,493 |
|
Global Assets Advisory LLC |
17 |
- |
2024-03-31 |
675,046 |
$28,221,000 |
646,825 |
|
Advisor Group Holdings Inc. |
429 |
- |
2023-12-31 |
1,040,903 |
$23,359,000 |
-827,044 |
|
Magnus Financial Group LLC |
7 |
- |
2023-12-31 |
1,024,024 |
$22,979,000 |
3,472 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
461 |
- |
2023-12-31 |
870,484 |
$19,534,000 |
-181,415 |
|
Financial Partners Group Inc |
7 |
- |
2023-12-31 |
865,648 |
$19,425,000 |
-119,332 |
|
Cyndeo Wealth Partners LLC |
8 |
- |
2024-03-31 |
765,991 |
$18,169,000 |
62,473 |
|
Csenge Advisory Group |
15 |
- |
2023-12-31 |
794,694 |
$17,833,000 |
276,773 |
|
ENVESTNET ASSET MANAGEMENT INC |
1134 |
- |
2023-12-31 |
751,162 |
$16,856,000 |
-207,780 |
|
Flaharty Asset Management LLC |
18 |
- |
2023-12-31 |
737,270 |
$16,544,000 |
17,282 |
|
Petix & Botte Co |
8 |
- |
2023-12-31 |
729,217 |
$16,364,000 |
4,559 |
|
IFP Advisors Inc |
21 |
- |
2023-12-31 |
698,432 |
$15,673,000 |
49,080 |
|
Kestra Advisory Services LLC |
179 |
- |
2023-12-31 |
676,348 |
$15,177,000 |
136,912 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
570 |
- |
2023-12-31 |
552,054 |
$12,388,000 |
479,766 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
428 |
- |
2024-03-31 |
458,930 |
$10,886,000 |
-34,646 |
|
JANE STREET GROUP LLC |
886 |
- |
2023-12-31 |
464,834 |
$10,431,000 |
-197,541 |
|
VALMARK ADVISERS INC |
55 |
- |
2023-12-31 |
453,123 |
$10,168,000 |
2,408 |
|
CWM LLC |
294 |
- |
2024-03-31 |
408,570 |
$9,691,000 |
-75,319 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
933 |
- |
2024-03-31 |
311,362 |
$7,385,000 |
-61,723 |
|
JANNEY MONTGOMERY SCOTT LLC |
605 |
- |
2023-12-31 |
323,802 |
$7,266,000 |
-244,117 |
|
RAYMOND JAMES & ASSOCIATES |
1335 |
- |
2024-03-31 |
305,513 |
$7,247,000 |
14,462 |
|
FINANCIAL NETWORK |
430 |
- |
2023-12-31 |
322,543 |
$7,238,000 |
-223,992 |
|
Cetera Investment Advisers |
327 |
- |
2023-12-31 |
316,037 |
$7,092,000 |
-58,294 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
468 |
- |
2023-12-31 |
307,154 |
$6,893,000 |
-12,097 |
|
Solitude Financial Services |
9 |
- |
2024-03-31 |
280,909 |
$6,663,000 |
71,200 |
|
Laurel Wealth Advisors Inc. |
37 |
- |
2022-12-31 |
268,154 |
$6,567,000 |
-187,958 |
|
Financial Enhancement Group LLC |
34 |
- |
2024-03-31 |
268,822 |
$6,554,000 |
258,731 |
|
Mainsail Financial Group LLC |
5 |
- |
2024-03-31 |
275,051 |
$6,524,000 |
8,333 |
|
Choice Wealth Advisors LLC |
11 |
- |
2024-03-31 |
259,147 |
$6,147,000 |
5,551 |
|
Atria Wealth Solutions Inc. |
262 |
- |
2023-12-31 |
264,916 |
$5,945,000 |
-176,565 |
|
RDL FINANCIAL INC |
8 |
- |
2024-03-31 |
259,430 |
$5,907,000 |
0 |
|
COMERICA SECURITIESINC. |
64 |
- |
2023-09-30 |
237,958 |
$5,711,000 |
4,307 |
|
Harwood Advisory Group LLC |
21 |
- |
2023-12-31 |
244,047 |
$5,476,000 |
-10,951 |
|
AE Wealth Management LLC |
562 |
- |
2023-12-31 |
233,012 |
$5,411,000 |
328 |
|
AMERIPRISE FINANCIAL INC |
2228 |
*New |
2023-12-31 |
238,988 |
$5,363,000 |
238,988 |
|
Baird Financial Group Inc. |
652 |
- |
2023-12-31 |
229,638 |
$5,153,000 |
-6,799 |
|
SHELTON WEALTH MANAGEMENT LLC |
7 |
- |
2023-12-31 |
228,367 |
$5,125,000 |
-88,030 |
|
TAP Consulting LLC |
24 |
- |
2024-03-31 |
204,203 |
$4,844,000 |
116,207 |
|
BB&T CORP |
890 |
- |
2023-12-31 |
201,633 |
$4,525,000 |
-150,835 |
|
KLR INVESTMENT ADVISORS LLC |
3 |
- |
2024-03-31 |
185,076 |
$4,508,000 |
27,492 |
|
Crumly & Associates Inc. |
23 |
- |
2023-12-31 |
197,388 |
$4,429,000 |
34,846 |
|
J O HAMBRO INVESTMENT MANAGEMENT LTD |
55 |
- |
2023-12-31 |
194,240 |
$4,360,000 |
2,000 |
|
Foundations Investment Advisors LLC |
137 |
- |
2023-12-31 |
188,375 |
$4,314,000 |
10,409 |
|
PCG Wealth Advisors LLC |
13 |
- |
2024-03-31 |
174,989 |
$4,151,000 |
-115,777 |
|
Gladstone Institutional Advisory LLC |
117 |
- |
2023-12-31 |
181,975 |
$4,084,000 |
27,686 |
|
NATIONAL ASSET MANAGEMENT, INC. |
203 |
- |
2023-12-31 |
180,096 |
$4,041,000 |
-11,202 |
|
Concurrent Investment Advisors LLC |
131 |
- |
2023-12-31 |
179,197 |
$4,021,000 |
0 |
|
Sargent Investment Group LLC |
32 |
- |
2023-12-31 |
160,287 |
$3,597,000 |
-71 |
|
HARBOUR INVESTMENTS INC. |
130 |
- |
2023-12-31 |
159,225 |
$3,573,000 |
-19,265 |
|
Andesa Financial Management Inc. |
11 |
- |
2022-12-31 |
145,067 |
$3,553,000 |
-161,797 |
|
HIGHTOWER ADVISORS, LLC |
1121 |
- |
2023-12-31 |
157,267 |
$3,526,000 |
-108,871 |
|
Orion Portfolio Solutions LLC |
396 |
- |
2023-12-31 |
156,291 |
$3,485,000 |
-7,864 |
|
AllSquare Wealth Management LLC |
8 |
- |
2023-12-31 |
153,296 |
$3,440,000 |
-2,230 |
|
Integrys Wealth Advisors LLC |
24 |
- |
2024-03-31 |
144,823 |
$3,435,000 |
-16,490 |
|
Capital Asset Advisory Services LLC |
65 |
- |
2024-03-31 |
137,246 |
$3,357,000 |
43,051 |
|
CASTLE WEALTH MANAGEMENT LLC |
16 |
*New |
2023-12-31 |
145,570 |
$3,267,000 |
145,570 |
|
CLS INVESTMENT FIRM LLC |
308 |
- |
2022-12-31 |
128,943 |
$3,158,000 |
-17,513 |
|
ABLE Financial Group LLC |
|
- |
2023-12-31 |
131,121 |
$2,942,000 |
-7,299 |
|
OPPENHEIMER & CO INC |
401 |
- |
2023-12-31 |
128,142 |
$2,876,000 |
-12,260 |
|
Private Advisor Group LLC |
645 |
- |
2023-12-31 |
121,530 |
$2,727,000 |
-3,537 |
|
Financial Advocates Investment Management |
130 |
- |
2023-12-31 |
120,251 |
$2,698,000 |
-127,525 |
|
Steward Partners Investment Advisory LLC |
437 |
- |
2023-12-31 |
113,838 |
$2,555,000 |
-33,999 |
|
Cedrus LLC |
22 |
- |
2024-03-31 |
106,651 |
$2,530,000 |
9,799 |
|
GeoWealth Management LLC |
102 |
- |
2023-12-31 |
109,327 |
$2,452,000 |
-4,218 |
|
PROSPERA FINANCIAL SERVICES |
275 |
- |
2023-12-31 |
109,182 |
$2,450,000 |
3,292 |
|
tru Independence LLC |
51 |
- |
2024-03-31 |
102,804 |
$2,439,000 |
32,861 |
|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
31 |
- |
2023-12-31 |
106,193 |
$2,383,000 |
2,565 |
|
STIFEL FINANCIAL CORP |
1571 |
- |
2023-12-31 |
101,786 |
$2,284,000 |
-1,082,996 |
|
Bridge Advisory LLC |
25 |
- |
2024-03-31 |
95,275 |
$2,260,000 |
-803 |
|
Integrated Wealth Concepts LLC |
432 |
- |
2023-12-31 |
100,253 |
$2,250,000 |
-2,996 |
|
WEALTHSOURCE PARTNERS LLC |
114 |
- |
2023-12-31 |
99,904 |
$2,242,000 |
-29,272 |
|
Asset Allocation Strategies LLC |
31 |
- |
2023-12-31 |
98,991 |
$2,221,000 |
12,230 |
|
Bennett Associates Wealth Management |
16 |
- |
2024-03-31 |
92,817 |
$2,202,000 |
14,471 |
|
PRINCIPAL SECURITIES INC. |
231 |
- |
2023-12-31 |
97,209 |
$2,181,000 |
0 |
|
QUANTITATIVE ADVANTAGE LLC |
65 |
- |
2023-03-31 |
92,115 |
$2,164,000 |
-8,624 |
|
COMERICA BANK |
1129 |
- |
2023-12-31 |
94,257 |
$2,115,000 |
-27,986 |
|
AXXCESS WEALTH MANAGEMENT LLC |
238 |
*New |
2023-12-31 |
94,195 |
$2,114,000 |
94,195 |
|
Waterfront Wealth Inc. |
42 |
- |
2023-12-31 |
94,086 |
$2,111,000 |
-3,440 |
|
DAVIDSON D A & CO |
492 |
- |
2023-12-31 |
93,172 |
$2,091,000 |
-40,425 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
48 |
- |
2023-12-31 |
91,479 |
$2,053,000 |
12,042 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
148 |
- |
2024-03-31 |
83,380 |
$1,978,000 |
2,295 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
343 |
- |
2023-12-31 |
86,954 |
$1,951,000 |
52,183 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
351 |
- |
2023-12-31 |
86,269 |
$1,936,000 |
-15,861 |
|
Ameritas Advisory Services LLC |
183 |
- |
2023-12-31 |
85,391 |
$1,936,000 |
-119,262 |
|
MULTIFINANCIAL SECURITIES CORP |
515 |
- |
2023-12-31 |
86,098 |
$1,932,000 |
-39,486 |
|
CITIGROUP INC |
1620 |
- |
2023-12-31 |
85,834 |
$1,926,000 |
-210,100 |
|
Koshinski Asset Management Inc. |
94 |
- |
2023-12-31 |
85,208 |
$1,912,000 |
21,244 |
|
Cadent Capital Advisors LLC |
32 |
- |
2024-03-31 |
80,542 |
$1,910,000 |
-10,155 |
|
FLOW TRADERS U.S. LLC |
229 |
- |
2023-12-31 |
82,409 |
$1,849,000 |
82,409 |
|
National Wealth Management Group LLC |
16 |
- |
2023-12-31 |
81,429 |
$1,827,000 |
-15,302 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
68 |
- |
2023-12-31 |
78,413 |
$1,760,000 |
78,197 |
|
H D Vest Advisory Services |
542 |
- |
2023-12-31 |
77,859 |
$1,747,000 |
-3,029 |
|
MML INVESTORS SERVICES LLC |
1069 |
- |
2023-12-31 |
77,469 |
$1,738,000 |
-7,037 |
|
CB&T WEALTH MANAGEMENT |
27 |
- |
2024-03-31 |
71,627 |
$1,699,000 |
25,892 |
|
|
100 Records found
|
1
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