|
Institutional
Holders
Total
Institutions:
|
135 13 |
|
Total
shares held :
|
4,156,093 |
|
% of shares
held :
|
5.39% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-62 |
|
Amount
of shares held :
|
-1,225,144 |
|
% of shares
held change :
|
-1.59% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$62.11 |
|
Last
Quarter's Ending
Price :
|
$68.96 |
|
Last
Quarter's Average
Price :
|
$63.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.16 (12.92%) |
|
|
|
|
|
|
|
|
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 |
737 |
- |
2023-12-31 |
641,741 |
$44,254,000 |
-73,819 |
|
MORGAN STANLEY |
2252 |
- |
2023-12-31 |
431,284 |
$29,741,000 |
-38,110 |
|
LPL FINANCIAL CORP |
792 |
- |
2023-12-31 |
348,306 |
$24,019,000 |
-52,366 |
|
BANK OF AMERICA CORP /DE/ |
1812 |
- |
2023-12-31 |
282,720 |
$19,496,000 |
-172,156 |
|
UBS Group AG |
1256 |
- |
2023-12-31 |
210,597 |
$14,523,000 |
49,472 |
|
RAYMOND JAMES & ASSOCIATES |
914 |
- |
2023-12-31 |
199,428 |
$13,753,000 |
-89,511 |
|
AMERIPRISE FINANCIAL INC |
1807 |
- |
2023-12-31 |
132,409 |
$9,121,000 |
-7,754 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
796 |
- |
2023-12-31 |
128,278 |
$8,846,000 |
-34,844 |
|
ROYAL BANK OF CANADA |
1592 |
- |
2023-12-31 |
114,849 |
$7,919,000 |
-38,152 |
|
STIFEL FINANCIAL CORP |
920 |
- |
2023-12-31 |
104,002 |
$7,172,000 |
-40,993 |
|
Cornerstone Planning Group LLC |
14 |
- |
2023-12-31 |
102,991 |
$7,102,000 |
10,340 |
|
MULTIFINANCIAL SECURITIES CORP |
213 |
- |
2023-12-31 |
95,877 |
$6,612,000 |
-6,545 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
699 |
- |
2023-12-31 |
73,019 |
$5,035,000 |
-102,906 |
|
Advisor Group Holdings Inc. |
1323 |
- |
2023-12-31 |
60,425 |
$4,168,000 |
-43,636 |
|
Baird Financial Group Inc. |
715 |
- |
2023-12-31 |
59,041 |
$4,071,000 |
-34,369 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
228 |
- |
2023-12-31 |
57,472 |
$3,963,000 |
54 |
|
ENVESTNET ASSET MANAGEMENT INC |
2044 |
- |
2023-12-31 |
57,115 |
$3,939,000 |
-19,536 |
|
JANNEY MONTGOMERY SCOTT LLC |
815 |
- |
2023-12-31 |
56,567 |
$3,901,000 |
629 |
|
GOLDMAN SACHS GROUP INC/ |
2795 |
- |
2023-12-31 |
50,000 |
$3,448,000 |
-15,214 |
|
ETFIDEA LLC |
|
- |
2023-12-31 |
49,234 |
$3,395,000 |
2,516 |
|
BB&T CORP |
1043 |
- |
2023-12-31 |
44,725 |
$3,084,000 |
-17,278 |
|
FOCUS Wealth Advisors LLC |
15 |
- |
2023-12-31 |
44,696 |
$3,082,000 |
5,806 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1503 |
- |
2023-12-31 |
43,005 |
$2,966,000 |
-3,599 |
|
MML INVESTORS SERVICES LLC |
863 |
- |
2023-12-31 |
39,228 |
$2,705,000 |
-17,708 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1542 |
- |
2023-12-31 |
34,531 |
$2,381,000 |
-2,779 |
|
Purus Wealth Management LLC |
20 |
- |
2023-12-31 |
34,395 |
$2,372,000 |
-459 |
|
FINANCIAL NETWORK |
919 |
- |
2023-12-31 |
31,843 |
$2,196,000 |
-3,867 |
|
Rockefeller Capital Management L.P. |
882 |
- |
2023-12-31 |
30,943 |
$2,134,000 |
107 |
|
GTS SECURITIES LLC |
407 |
- |
2023-12-31 |
27,315 |
$1,884,000 |
27,315 |
|
HIGHTOWER ADVISORS, LLC |
1444 |
- |
2023-12-31 |
27,025 |
$1,864,000 |
-3,305 |
|
HARBOUR INVESTMENTS INC. |
268 |
- |
2023-12-31 |
23,751 |
$1,638,000 |
377 |
|
MEITAV DASH INVESTMENTS LTD |
185 |
- |
2023-12-31 |
19,308 |
$1,331,000 |
-24,186 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
|
- |
2023-12-31 |
16,565 |
$1,142,000 |
-132,743 |
|
DB Wealth Management Group LLC |
37 |
- |
2023-12-31 |
15,988 |
$1,103,000 |
-1,067 |
|
TWO SIGMA INVESTMENTS LLC |
1918 |
- |
2023-12-31 |
15,087 |
$1,040,000 |
15,087 |
|
FLOW TRADERS U.S. LLC |
345 |
- |
2023-12-31 |
13,847 |
$955,000 |
-17,578 |
|
AE Wealth Management LLC |
1176 |
- |
2023-12-31 |
13,978 |
$926,000 |
642 |
|
Kesler Norman & Wride LLC |
104 |
- |
2023-12-31 |
13,415 |
$925,000 |
-3,344 |
|
CITADEL ADVISORS LLC |
3022 |
- |
2023-12-31 |
13,200 |
$910,000 |
-47,244 |
|
Monterey Private Wealth Inc. |
34 |
- |
2023-12-31 |
13,182 |
$909,000 |
-2,017 |
|
Quad-Cities Investment Group LLC |
45 |
- |
2023-12-31 |
12,998 |
$882,000 |
-198 |
|
NBC SECURITIES INC. |
256 |
- |
2023-12-31 |
11,881 |
$819,000 |
-964 |
|
HFG Advisors Inc. |
36 |
- |
2023-12-31 |
11,811 |
$814,000 |
248 |
|
Private Advisor Group LLC |
1245 |
- |
2023-12-31 |
11,167 |
$770,000 |
675 |
|
Goss Wealth Management LLC |
1052 |
- |
2023-12-31 |
11,112 |
$766,000 |
-5,435 |
|
J.W. COLE ADVISORS INC. |
361 |
- |
2023-12-31 |
10,833 |
$747,000 |
-261 |
|
Apollon Financial LLC |
66 |
- |
2023-12-31 |
10,627 |
$733,000 |
0 |
|
Capital Wealth Alliance LLC |
|
- |
2023-12-31 |
10,241 |
$706,000 |
8 |
|
Kestra Advisory Services LLC |
1316 |
- |
2023-12-31 |
10,142 |
$699,000 |
-854 |
|
Green Harvest Asset Management LLC |
111 |
- |
2023-12-31 |
9,542 |
$658,000 |
452 |
|
BAROMETER CAPITAL MANAGEMENT INC. |
84 |
- |
2023-12-31 |
9,400 |
$648,000 |
-2,800 |
|
Stonebridge Financial Planning Group LLC |
76 |
- |
2023-12-31 |
8,898 |
$614,000 |
-2,228 |
|
Equitable Holdings Inc. |
715 |
- |
2023-12-31 |
8,733 |
$602,000 |
-175 |
|
Csenge Advisory Group |
359 |
- |
2023-12-31 |
8,653 |
$597,000 |
-5,355 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
220 |
- |
2023-12-31 |
8,450 |
$583,000 |
629 |
|
ROI Financial Advisors LLC |
45 |
- |
2023-12-31 |
8,076 |
$557,000 |
0 |
|
FIRST HEARTLAND CONSULTANTS INC |
201 |
- |
2023-12-31 |
8,054 |
$555,000 |
1 |
|
Coppell Advisory Solutions Corp. |
124 |
- |
2023-03-31 |
8,050 |
$518,000 |
7,784 |
|
OPPENHEIMER & CO INC |
969 |
- |
2023-12-31 |
7,137 |
$492,000 |
-1,392 |
|
CoreCap Advisors LLC |
359 |
- |
2023-12-31 |
6,993 |
$482,000 |
-128 |
|
Southland Equity Partners LLC |
98 |
- |
2023-12-31 |
6,949 |
$479,000 |
-726 |
|
WMG Financial Advisors LLC |
62 |
- |
2023-12-31 |
6,842 |
$472,000 |
0 |
|
RPg Family Wealth Advisory LLC |
|
- |
2023-12-31 |
6,779 |
$467,000 |
777 |
|
Spire Wealth Management |
529 |
- |
2023-12-31 |
7,155 |
$467,000 |
-150 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
209 |
- |
2023-12-31 |
6,774 |
$467,000 |
-203 |
|
WILLNER & HELLER LLC |
67 |
- |
2023-12-31 |
6,692 |
$461,000 |
310 |
|
Stratos Wealth Partners LTD. |
|
- |
2023-12-31 |
6,272 |
$433,000 |
-847 |
|
Schrum Private Wealth Management LLC |
|
- |
2023-12-31 |
6,230 |
$430,000 |
-1,500 |
|
MONECO Advisors LLC |
236 |
- |
2023-12-31 |
6,063 |
$418,000 |
-2,078 |
|
YARGER WEALTH STRATEGIES LLC |
47 |
- |
2023-12-31 |
5,509 |
$380,000 |
25 |
|
MARSHALL WACE LLP |
1508 |
*New |
2023-12-31 |
5,306 |
$366,000 |
5,306 |
|
Clarus Wealth Advisors |
|
- |
2023-12-31 |
5,408 |
$352,000 |
-372 |
|
Cetera Investment Advisers |
1686 |
- |
2023-12-31 |
5,062 |
$349,000 |
-8,448 |
|
Belpointe Asset Management LLC |
476 |
- |
2023-12-31 |
5,000 |
$345,000 |
0 |
|
Fortis Capital Advisors LLC |
78 |
- |
2023-12-31 |
5,000 |
$345,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1161 |
- |
2023-12-31 |
4,942 |
$341,000 |
-457 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
171 |
- |
2023-12-31 |
4,794 |
$330,000 |
-1 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
902 |
- |
2023-12-31 |
4,693 |
$324,000 |
-273 |
|
Farther Finance Advisors LLC |
439 |
- |
2023-12-31 |
4,388 |
$303,000 |
-1,730 |
|
ARBOR CAPITAL MANAGEMENT INC /ADV |
89 |
- |
2023-12-31 |
9,329 |
$300,000 |
0 |
|
Petix & Botte Co |
98 |
- |
2023-12-31 |
4,320 |
$298,000 |
0 |
|
Arkadios Wealth Advisors |
|
- |
2023-12-31 |
4,252 |
$293,000 |
-900 |
|
ATLAS BROWNINC |
153 |
- |
2023-12-31 |
4,162 |
$287,000 |
-27 |
|
PNC FINANCIAL SERVICES GROUP INC |
1903 |
- |
2023-12-31 |
4,078 |
$281,000 |
-205 |
|
Apeiron RIA LLC |
165 |
- |
2023-12-31 |
4,068 |
$281,000 |
-1,454 |
|
Banco Santander S.A. |
384 |
- |
2023-12-31 |
4,060 |
$280,000 |
-630 |
|
REGAL INVESTMENT ADVISORS, LLC |
433 |
- |
2023-12-31 |
4,035 |
$278,000 |
-660 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1095 |
- |
2023-12-31 |
4,011 |
$277,000 |
-50 |
|
H D Vest Advisory Services |
1312 |
- |
2023-12-31 |
3,788 |
$261,000 |
-549 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
3,685 |
$254,000 |
-153 |
|
Aurora Private Wealth Inc. |
127 |
- |
2023-12-31 |
3,369 |
$232,000 |
-315 |
|
PACIFIC SUN FINANCIAL CORP |
162 |
- |
2023-12-31 |
3,325 |
$229,000 |
-50 |
|
We Are One Seven LLC |
802 |
- |
2023-12-31 |
3,207 |
$221,000 |
-540 |
|
Empirical Asset Management LLC |
167 |
- |
2023-12-31 |
3,177 |
$219,000 |
-69 |
|
Eagle Strategies LLC |
|
*New |
2023-12-31 |
3,094 |
$213,000 |
3,094 |
|
Cornerstone Wealth Management LLC |
501 |
- |
2023-12-31 |
2,909 |
$201,000 |
-2,884 |
|
Ameritas Advisory Services LLC |
668 |
*New |
2023-12-31 |
2,974 |
$200,000 |
2,974 |
|
IFP Advisors Inc |
980 |
- |
2023-12-31 |
2,551 |
$176,000 |
-1,200 |
|
Impact Partnership Wealth LLC |
203 |
- |
2023-12-31 |
2,451 |
$169,000 |
-921 |
|
Parallel Advisors LLC |
921 |
- |
2023-12-31 |
2,240 |
$154,000 |
-573 |
|
|
100 Records found
|
1
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