|
Institutional
Holders
Total
Institutions:
|
489 30 |
|
Total
shares held :
|
168,174,323 |
|
% of shares
held :
|
59.61% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-148 |
|
Amount
of shares held :
|
-16,549,905 |
|
% of shares
held change :
|
-5.87% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$36.81 |
|
Last
Quarter's Ending
Price :
|
$40.56 |
|
Last
Quarter's Average
Price :
|
$38.35 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
3.61 (9.41%) |
|
|
|
|
|
|
|
|
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 |
194 |
- |
2023-12-31 |
27,163,274 |
$1,101,742,000 |
-2,522,183 |
|
LPL FINANCIAL CORP |
33 |
- |
2023-12-31 |
21,338,225 |
$865,478,000 |
-1,290,989 |
|
WELLS FARGO & CO/MN |
183 |
- |
2023-12-31 |
9,467,715 |
$384,011,000 |
-202,108 |
|
BANK OF AMERICA CORP /DE/ |
416 |
- |
2023-12-31 |
8,201,896 |
$332,669,000 |
-864,792 |
|
AMERIPRISE FINANCIAL INC |
226 |
- |
2023-12-31 |
8,005,200 |
$324,653,000 |
-773,755 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
58 |
- |
2024-03-31 |
5,617,442 |
$237,225,000 |
-837,052 |
|
UBS Group AG |
219 |
- |
2023-12-31 |
5,840,936 |
$236,908,000 |
-970,134 |
|
ROYAL BANK OF CANADA |
314 |
- |
2023-12-31 |
4,916,788 |
$199,424,000 |
-313,124 |
|
RAYMOND JAMES & ASSOCIATES |
152 |
- |
2024-03-31 |
4,228,569 |
$178,572,000 |
-686,292 |
|
ENVESTNET ASSET MANAGEMENT INC |
287 |
- |
2023-12-31 |
3,916,910 |
$158,870,000 |
-256,821 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
79 |
- |
2024-03-31 |
3,322,719 |
$140,318,000 |
-298,925 |
|
Advisor Group Holdings Inc. |
90 |
- |
2023-12-31 |
3,380,197 |
$137,113,000 |
-1,208,735 |
|
STIFEL FINANCIAL CORP |
158 |
- |
2023-12-31 |
2,866,964 |
$116,285,000 |
-954,208 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
57 |
- |
2024-03-31 |
1,836,044 |
$77,536,000 |
-540,816 |
|
BB&T CORP |
195 |
- |
2023-12-31 |
1,542,708 |
$62,572,000 |
-48,524 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
1,475,235 |
$62,299,000 |
-57,980 |
|
Cetera Investment Advisers |
41 |
- |
2023-12-31 |
1,134,942 |
$46,033,000 |
-143,948 |
|
Kestra Advisory Services LLC |
42 |
- |
2023-12-31 |
1,131,953 |
$45,912,000 |
-218,340 |
|
H D Vest Advisory Services |
26 |
- |
2023-12-31 |
1,116,669 |
$45,292,000 |
-37,153 |
|
Trilogy Capital Inc. |
10 |
- |
2024-03-31 |
1,060,286 |
$44,776,000 |
-388,973 |
|
PROSPERA FINANCIAL SERVICES |
9 |
- |
2023-12-31 |
931,316 |
$37,774,000 |
-12,588 |
|
New England Private Wealth Advisors LLC |
2 |
- |
2023-12-31 |
833,877 |
$33,822,000 |
-43,719 |
|
MULTIFINANCIAL SECURITIES CORP |
44 |
- |
2023-12-31 |
790,672 |
$32,070,000 |
-9,636 |
|
Atria Wealth Solutions Inc. |
46 |
- |
2023-12-31 |
732,600 |
$29,714,000 |
-215,752 |
|
JANNEY MONTGOMERY SCOTT LLC |
245 |
- |
2024-03-31 |
655,905 |
$27,699,000 |
-138,675 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
267 |
- |
2023-12-31 |
589,152 |
$23,896,000 |
-109,818 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
250 |
- |
2023-09-30 |
632,460 |
$23,648,000 |
-99,238 |
|
Advisory Alpha LLC |
|
- |
2023-12-31 |
581,414 |
$23,582,000 |
-3,769 |
|
MML INVESTORS SERVICES LLC |
208 |
- |
2023-12-31 |
569,243 |
$23,088,000 |
-121,853 |
|
CITIGROUP INC |
541 |
- |
2023-12-31 |
552,802 |
$22,422,000 |
-59,554 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
70 |
- |
2024-03-31 |
507,532 |
$21,433,000 |
-8,476 |
|
PARK NATIONAL CORP /OH/ |
43 |
- |
2024-03-31 |
504,712 |
$21,314,000 |
-4,160 |
|
Stratos Wealth Partners LTD. |
53 |
- |
2024-03-31 |
482,378 |
$20,371,000 |
-43,793 |
|
FINANCIAL NETWORK |
190 |
- |
2023-12-31 |
488,355 |
$19,808,000 |
-85,153 |
|
Kraft Davis & Associates LLC |
1 |
- |
2023-12-31 |
478,891 |
$19,359,000 |
-25,296 |
|
DAVIDSON D A & CO |
94 |
- |
2023-12-31 |
476,312 |
$19,319,000 |
-1,019 |
|
Ten Capital Wealth Advisors LLC |
7 |
- |
2023-06-30 |
480,908 |
$19,279,000 |
-13,733 |
|
MARINER WEALTH ADVISORS, LLC |
316 |
- |
2023-12-31 |
471,318 |
$19,117,000 |
-202,285 |
|
Pine Valley Investments Ltd Liability Co |
10 |
- |
2023-12-31 |
441,842 |
$17,921,000 |
-89 |
|
Next Level Private LLC |
1 |
- |
2024-03-31 |
411,817 |
$17,391,000 |
-7,752 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
378,579 |
$15,987,000 |
-23,567 |
|
AE Wealth Management LLC |
281 |
- |
2023-12-31 |
390,881 |
$15,807,000 |
-158,100 |
|
Apexium Financial LP |
15 |
- |
2024-03-31 |
304,122 |
$12,843,000 |
-10,737 |
|
Integrated Wealth Concepts LLC |
115 |
- |
2023-12-31 |
311,558 |
$12,637,000 |
-59,342 |
|
Fountainhead AM LLC |
|
- |
2024-03-31 |
299,064 |
$12,629,000 |
-174,029 |
|
Steward Partners Investment Advisory LLC |
131 |
- |
2023-12-31 |
308,578 |
$12,516,000 |
-97,926 |
|
Kaye Capital Management |
9 |
- |
2024-03-31 |
292,218 |
$12,340,000 |
-2,695 |
|
Equitable Holdings Inc. |
120 |
- |
2023-12-31 |
295,124 |
$11,970,000 |
-274,409 |
|
SILVER OAK SECURITIES Inc |
7 |
- |
2023-12-31 |
294,179 |
$11,932,000 |
-15,136 |
|
ICA Group Wealth Management LLC |
4 |
- |
2023-12-31 |
294,047 |
$11,927,000 |
-289,621 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
424 |
- |
2024-03-31 |
280,183 |
$11,832,000 |
-9,250 |
|
US BANCORP |
384 |
- |
2023-12-31 |
287,416 |
$11,660,000 |
-8,963 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
17 |
- |
2023-12-31 |
274,795 |
$11,146,000 |
-3,611 |
|
WEDBUSH MORGAN SECURITIES INC |
26 |
- |
2023-12-31 |
271,943 |
$11,030,000 |
-4,473 |
|
Spire Wealth Management |
95 |
- |
2024-03-31 |
257,218 |
$10,862,000 |
-85,705 |
|
Envestnet Portfolio Solutions Inc. |
200 |
- |
2023-12-31 |
263,040 |
$10,669,000 |
-109,436 |
|
BLAIR WILLIAM & CO/IL |
313 |
- |
2023-12-31 |
260,039 |
$10,547,000 |
-3,467 |
|
Perennial Investment Advisors LLC |
11 |
- |
2023-12-31 |
250,819 |
$10,173,000 |
-192,580 |
|
PFS INVESTMENTS INC. |
134 |
- |
2023-06-30 |
246,498 |
$9,882,000 |
-77,483 |
|
IHT Wealth Management LLC |
40 |
- |
2023-12-31 |
238,146 |
$9,659,000 |
-11,439 |
|
Centurion Wealth Management LLC |
|
- |
2024-03-31 |
209,020 |
$8,827,000 |
-78,939 |
|
Ahrens Investment Partners LLC |
2 |
- |
2023-03-31 |
219,286 |
$8,807,000 |
-11,581 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
7 |
- |
2024-03-31 |
206,387 |
$8,716,000 |
-13,364 |
|
Buckingham Strategic Partners |
36 |
- |
2023-12-31 |
212,866 |
$8,634,000 |
-25,899 |
|
1ST SOURCE BANK |
30 |
- |
2023-12-31 |
200,701 |
$8,140,000 |
-6,693 |
|
Holistic Financial Partners |
5 |
- |
2023-12-31 |
199,712 |
$8,100,000 |
-9,751 |
|
BlueChip Wealth Advisors LLC |
|
- |
2024-03-31 |
190,515 |
$8,045,000 |
-1,052 |
|
Clear Creek Financial Management LLC |
21 |
- |
2024-03-31 |
184,500 |
$7,791,000 |
-86,228 |
|
UNIONVIEW LLC |
|
- |
2024-03-31 |
184,287 |
$7,782,000 |
-176,203 |
|
Crumly & Associates Inc. |
|
- |
2024-03-31 |
174,693 |
$7,377,000 |
-590 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
6 |
- |
2023-12-31 |
179,558 |
$7,283,000 |
-1,445 |
|
Bickling Financial Services Inc. |
2 |
- |
2022-12-31 |
181,963 |
$7,262,000 |
-2,234 |
|
INTL FCSTONE INC. |
25 |
- |
2024-03-31 |
168,258 |
$7,106,000 |
-24,043 |
|
BARNES PETTEY FINANCIAL ADVISORS LLC |
2 |
- |
2023-12-31 |
174,930 |
$7,095,000 |
-14,454 |
|
Beacon Pointe Advisors LLC |
218 |
- |
2023-12-31 |
171,985 |
$6,976,000 |
-57,124 |
|
NATIONAL ASSET MANAGEMENT, INC. |
124 |
- |
2023-12-31 |
167,664 |
$6,800,000 |
-32,673 |
|
Beacon Financial Advisory LLC |
3 |
- |
2024-03-31 |
160,150 |
$6,763,000 |
-1,487 |
|
CITADEL ADVISORS LLC |
1416 |
- |
2023-12-31 |
161,845 |
$6,564,000 |
-192,476 |
|
Western Wealth Management LLC |
44 |
- |
2024-03-31 |
139,093 |
$5,874,000 |
-59,611 |
|
Strategic Family Wealth Counselors L.L.C. |
15 |
- |
2023-12-31 |
143,841 |
$5,834,000 |
-4,943 |
|
Mach-1 Financial Group Inc. |
6 |
- |
2023-12-31 |
141,303 |
$5,731,000 |
-24,963 |
|
Orion Portfolio Solutions LLC |
277 |
- |
2023-12-31 |
140,509 |
$5,710,000 |
-7,958 |
|
LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
130,608 |
$5,516,000 |
-5,976 |
|
ATRIA INVESTMENTS LLC |
275 |
- |
2023-12-31 |
135,230 |
$5,485,000 |
-105,183 |
|
HRT FINANCIAL LLC |
265 |
- |
2023-12-31 |
133,567 |
$5,417,000 |
-91,511 |
|
Ameritas Advisory Services LLC |
79 |
- |
2023-12-31 |
129,657 |
$5,263,000 |
-106,353 |
|
Towerpoint Wealth LLC |
10 |
- |
2024-03-31 |
123,747 |
$5,226,000 |
-1,372 |
|
Concentrum Wealth Management |
10 |
- |
2023-12-31 |
128,106 |
$5,196,000 |
-3,737 |
|
Financial Advocates Investment Management |
|
- |
2024-03-31 |
122,685 |
$5,181,000 |
-33,198 |
|
Paul Damon & Associates Inc. |
7 |
- |
2024-03-31 |
119,280 |
$5,037,000 |
-8,413 |
|
Cornerstone Wealth Management LLC |
57 |
- |
2024-03-31 |
119,081 |
$5,029,000 |
-16,888 |
|
BANK OF NEW YORK MELLON CORP |
2325 |
- |
2024-03-31 |
118,717 |
$5,013,000 |
-9,941 |
|
RVW Wealth LLC |
38 |
- |
2024-03-31 |
118,066 |
$4,986,000 |
-54,884 |
|
NBC SECURITIES INC. |
31 |
- |
2024-03-31 |
116,041 |
$4,911,000 |
-12,313 |
|
First Command Bank |
24 |
- |
2023-06-30 |
120,115 |
$4,815,000 |
-22,186 |
|
First Command Financial Services Inc. |
24 |
- |
2023-06-30 |
120,115 |
$4,815,000 |
-22,186 |
|
Chicago Partners Investment Group LLC |
109 |
- |
2024-03-31 |
115,764 |
$4,745,000 |
-26,424 |
|
GOLDMAN SACHS GROUP INC/ |
2610 |
- |
2023-12-31 |
113,080 |
$4,587,000 |
-67,946 |
|
VALMARK ADVISERS INC |
95 |
- |
2023-12-31 |
106,756 |
$4,330,000 |
-1,828 |
|
Advance Capital Management Inc. |
19 |
- |
2024-03-31 |
98,619 |
$4,165,000 |
-201,642 |
|
|
100 Records found
|
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