|
Institutional
Holders
Total
Institutions:
|
256 1 |
|
Total
shares held :
|
41,903,128 |
|
% of shares
held :
|
70.48% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-39 |
|
Amount
of shares held :
|
-2,684,680 |
|
% of shares
held change :
|
-4.52% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.19 |
|
Last
Quarter's Ending
Price :
|
$51.55 |
|
Last
Quarter's Average
Price :
|
$46.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.35 (20.24%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
524 |
- |
2023-12-31 |
7,041,782 |
$363,004,000 |
-476,266 |
|
LPL FINANCIAL CORP |
151 |
- |
2024-03-31 |
4,171,450 |
$238,732,000 |
38,493 |
|
WELLS FARGO & CO/MN |
262 |
- |
2024-03-31 |
4,164,732 |
$238,348,000 |
-41,244 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
68 |
- |
2024-03-31 |
2,879,745 |
$164,808,000 |
-113,570 |
|
UBS Group AG |
402 |
- |
2023-12-31 |
2,070,715 |
$106,745,000 |
21,091 |
|
RAYMOND JAMES & ASSOCIATES |
262 |
- |
2024-03-31 |
1,697,563 |
$97,152,000 |
43,005 |
|
BANK OF AMERICA CORP /DE/ |
896 |
- |
2023-12-31 |
1,721,515 |
$88,744,000 |
-12,057 |
|
Advisor Group Holdings Inc. |
127 |
- |
2024-03-31 |
1,230,106 |
$70,365,000 |
-160,910 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
232 |
- |
2024-03-31 |
962,724 |
$55,097,000 |
-106,351 |
|
ROYAL BANK OF CANADA |
674 |
- |
2023-12-31 |
1,045,547 |
$53,898,000 |
-59,434 |
|
PROSPERA FINANCIAL SERVICES |
5 |
- |
2023-12-31 |
1,005,960 |
$51,857,000 |
-687,603 |
|
Goss Wealth Management LLC |
43 |
- |
2023-12-31 |
949,474 |
$49,397,000 |
39,933 |
|
Concurrent Investment Advisors LLC |
10 |
- |
2024-03-31 |
548,616 |
$31,397,000 |
-24,090 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
158 |
- |
2024-03-31 |
538,080 |
$30,794,000 |
173,986 |
|
JANNEY MONTGOMERY SCOTT LLC |
231 |
- |
2024-03-31 |
516,085 |
$29,536,000 |
-1,762 |
|
SAR WEALTH MANAGEMENT GROUP LLC |
1 |
- |
2024-03-31 |
508,791 |
$29,118,000 |
-5,232 |
|
Madrona Financial Services LLC |
1 |
- |
2024-03-31 |
497,964 |
$28,499,000 |
8,214 |
|
DAVIDSON D A & CO |
83 |
- |
2023-12-31 |
451,852 |
$23,293,000 |
27,326 |
|
One Capital Management LLC |
37 |
*New |
2024-03-31 |
394,902 |
$22,600,000 |
394,902 |
|
Baird Financial Group Inc. |
308 |
- |
2023-12-31 |
410,814 |
$21,177,000 |
61,190 |
|
ENVESTNET ASSET MANAGEMENT INC |
1013 |
- |
2023-12-31 |
407,023 |
$20,982,000 |
-74,035 |
|
STIFEL FINANCIAL CORP |
514 |
- |
2023-12-31 |
387,169 |
$19,959,000 |
-28,031 |
|
FINANCIAL NETWORK |
191 |
- |
2023-12-31 |
379,796 |
$19,578,000 |
-17,750 |
|
Private Advisor Group LLC |
155 |
- |
2024-03-31 |
310,526 |
$17,771,000 |
-10,036 |
|
ATWOOD & PALMER INC |
32 |
- |
2024-03-31 |
309,110 |
$17,690,000 |
-7,368 |
|
CWM LLC |
222 |
- |
2024-03-31 |
285,309 |
$16,328,000 |
-356 |
|
Rockefeller Capital Management L.P. |
351 |
- |
2023-12-31 |
299,104 |
$15,419,000 |
-5,907 |
|
Strid Group LLC |
6 |
- |
2024-03-31 |
265,688 |
$15,205,000 |
-18,084 |
|
MinichMacGregor Wealth Management LLC |
4 |
- |
2024-03-31 |
253,231 |
$14,503,000 |
-2,942 |
|
Integrated Wealth Concepts LLC |
106 |
- |
2023-12-31 |
260,598 |
$13,434,000 |
108,609 |
|
Secure Asset Management LLC |
5 |
- |
2024-03-31 |
217,515 |
$12,448,000 |
62,659 |
|
MML INVESTORS SERVICES LLC |
330 |
- |
2023-12-31 |
225,738 |
$11,637,000 |
79,748 |
|
HIGHTOWER ADVISORS, LLC |
660 |
- |
2024-03-31 |
191,802 |
$10,974,000 |
8,368 |
|
Steward Partners Investment Advisory LLC |
163 |
- |
2023-12-31 |
187,841 |
$9,683,000 |
-11,990 |
|
BB&T CORP |
628 |
- |
2023-12-31 |
183,473 |
$9,458,000 |
5,466 |
|
Stratos Wealth Partners LTD. |
139 |
- |
2024-03-31 |
160,345 |
$9,177,000 |
1,671 |
|
Good Life Advisors LLC |
27 |
- |
2024-03-31 |
154,023 |
$8,815,000 |
-6,806 |
|
Concentrum Wealth Management |
4 |
- |
2024-03-31 |
149,060 |
$8,531,000 |
8,131 |
|
HFG Advisors Inc. |
2 |
- |
2024-03-31 |
143,485 |
$8,212,000 |
-7,166 |
|
We Are One Seven LLC |
43 |
- |
2023-12-31 |
158,679 |
$8,180,000 |
-10,676 |
|
AFFINITY WEALTH MANAGEMENT |
21 |
- |
2024-03-31 |
140,650 |
$8,049,000 |
2,284 |
|
J P MORGAN CHASE & CO |
2203 |
- |
2024-03-31 |
136,183 |
$7,794,000 |
-3,821 |
|
REGAL INVESTMENT ADVISORS, LLC |
40 |
- |
2023-12-31 |
148,986 |
$7,680,000 |
-1,323 |
|
Sigma Planning Corp |
83 |
- |
2024-03-31 |
125,114 |
$7,160,000 |
51,905 |
|
PFG Investments LLC |
41 |
- |
2024-03-31 |
124,107 |
$7,103,000 |
44,307 |
|
SkyOak Wealt LLC |
14 |
- |
2024-03-31 |
119,485 |
$6,838,000 |
-356 |
|
Cetera Investment Advisers |
347 |
- |
2023-12-31 |
129,884 |
$6,696,000 |
-44,379 |
|
CITIGROUP INC |
1088 |
- |
2024-03-31 |
112,861 |
$6,459,000 |
2,186 |
|
DAYMARK WEALTH PARTNERS LLC |
73 |
- |
2024-03-31 |
107,325 |
$6,142,000 |
11,018 |
|
AE Wealth Management LLC |
538 |
- |
2023-12-31 |
112,986 |
$5,946,000 |
-1,928 |
|
Apollon Wealth Management LLC |
103 |
- |
2024-03-31 |
100,495 |
$5,751,000 |
715 |
|
IFP Advisors Inc |
85 |
- |
2023-12-31 |
102,247 |
$5,271,000 |
-3,995 |
|
Fusion Capital LLC |
|
- |
2023-12-31 |
101,622 |
$5,239,000 |
-666 |
|
SPC FINANCIAL, INC. |
42 |
- |
2024-03-31 |
87,557 |
$5,011,000 |
9,995 |
|
Bickling Financial Services Inc. |
5 |
- |
2022-12-31 |
106,552 |
$4,960,000 |
-5,411 |
|
UNIONVIEW LLC |
7 |
- |
2024-03-31 |
83,976 |
$4,806,000 |
1,405 |
|
Claro Advisors LLC |
26 |
- |
2024-03-31 |
82,060 |
$4,696,000 |
-584 |
|
DB Wealth Management Group LLC |
8 |
- |
2023-12-31 |
90,406 |
$4,660,000 |
-40,203 |
|
COMERICA BANK |
729 |
- |
2023-12-31 |
89,679 |
$4,623,000 |
1,279 |
|
Geneos Wealth Management Inc. |
125 |
- |
2024-03-31 |
79,866 |
$4,571,000 |
973 |
|
VALMARK ADVISERS INC |
100 |
- |
2024-03-31 |
76,540 |
$4,380,000 |
1,964 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1129 |
- |
2024-03-31 |
70,621 |
$4,042,000 |
53,518 |
|
Kestra Advisory Services LLC |
534 |
- |
2023-12-31 |
76,418 |
$3,939,000 |
-19,088 |
|
Fifth Third Securities Inc. |
70 |
- |
2024-03-31 |
67,102 |
$3,840,000 |
-2,908 |
|
PROEQUITIES INC. |
99 |
- |
2024-03-31 |
65,777 |
$3,764,000 |
12,885 |
|
CREATIVE PLANNING |
698 |
- |
2023-12-31 |
64,489 |
$3,324,000 |
-3,830 |
|
FIRST HEARTLAND CONSULTANTS INC |
75 |
- |
2024-03-31 |
55,428 |
$3,172,000 |
128 |
|
Stablepoint Partners LLC |
57 |
- |
2024-03-31 |
54,070 |
$3,094,000 |
10,331 |
|
QP WEALTH MANAGEMENT LLC |
2 |
- |
2023-09-30 |
68,744 |
$3,045,000 |
3,716 |
|
MARINER WEALTH ADVISORS, LLC |
900 |
- |
2023-12-31 |
55,929 |
$2,883,000 |
-46,718 |
|
Atria Wealth Solutions Inc. |
476 |
- |
2023-12-31 |
55,854 |
$2,879,000 |
6,960 |
|
MUIRFIELD WEALTH ADVISORS LLC |
10 |
- |
2024-03-31 |
49,577 |
$2,837,000 |
105 |
|
COTTONWOOD CAPITAL ADVISORS LLC |
12 |
- |
2024-03-31 |
51,901 |
$2,816,000 |
-3,355 |
|
Arkadios Wealth Advisors |
113 |
- |
2024-03-31 |
45,722 |
$2,617,000 |
-9,162 |
|
Global Assets Advisory LLC |
136 |
*New |
2024-03-31 |
146,955 |
$2,566,000 |
146,955 |
|
WEDBUSH MORGAN SECURITIES INC |
146 |
- |
2023-12-31 |
45,876 |
$2,365,000 |
1,068 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
337 |
- |
2024-03-31 |
40,741 |
$2,332,000 |
-5,928 |
|
Resources Investment Advisors Inc. |
303 |
- |
2024-03-31 |
40,061 |
$2,293,000 |
-9,892 |
|
IFG Advisory LLC |
167 |
- |
2024-03-31 |
39,998 |
$2,289,000 |
-4,909 |
|
Mutual Advisors LLC |
247 |
- |
2024-03-31 |
38,741 |
$2,217,000 |
-700 |
|
Accel Wealth Management |
29 |
- |
2024-03-31 |
38,410 |
$2,198,000 |
1,103 |
|
RETIREMENT GUYS FORMULA LLC |
26 |
- |
2024-03-31 |
36,830 |
$2,108,000 |
-8,172 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
938 |
- |
2024-03-31 |
34,839 |
$1,994,000 |
2,034 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
745 |
- |
2023-09-30 |
43,882 |
$1,944,000 |
22,880 |
|
Snowden Capital Advisors LLC |
284 |
- |
2023-12-31 |
37,103 |
$1,913,000 |
-521 |
|
MULTIFINANCIAL SECURITIES CORP |
519 |
- |
2023-12-31 |
37,029 |
$1,909,000 |
859 |
|
Equitable Holdings Inc. |
423 |
- |
2023-12-31 |
36,799 |
$1,897,000 |
-88 |
|
CITADEL ADVISORS LLC |
2367 |
- |
2023-12-31 |
36,270 |
$1,870,000 |
-9,520 |
|
Waterfront Wealth Inc. |
54 |
- |
2023-12-31 |
33,684 |
$1,736,000 |
549 |
|
NBT BANK N A /NY |
156 |
- |
2024-03-31 |
29,950 |
$1,714,000 |
-1,759 |
|
National Wealth Management Group LLC |
18 |
- |
2023-12-31 |
33,184 |
$1,711,000 |
-8,983 |
|
Keystone Financial Group |
76 |
- |
2024-03-31 |
29,025 |
$1,661,000 |
4,765 |
|
HARBOUR INVESTMENTS INC. |
265 |
- |
2023-12-31 |
32,104 |
$1,655,000 |
-4,196 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
123 |
- |
2024-03-31 |
28,641 |
$1,639,000 |
-3,406 |
|
SMITH MOORE & CO. |
107 |
- |
2023-12-31 |
31,291 |
$1,613,000 |
-258 |
|
OPPENHEIMER & CO INC |
594 |
- |
2024-03-31 |
27,115 |
$1,552,000 |
735 |
|
Lunt Capital Management Inc. |
30 |
- |
2024-03-31 |
27,077 |
$1,550,000 |
5,674 |
|
Garden State Investment Advisory Services LLC |
39 |
- |
2023-12-31 |
28,255 |
$1,457,000 |
-3,210 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
246 |
- |
2023-12-31 |
28,003 |
$1,444,000 |
-5,735 |
|
TRUST POINT INC. |
102 |
*New |
2024-03-31 |
25,037 |
$1,433,000 |
25,037 |
|
|
100 Records found
|
1
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