|
Institutional
Holders
Total
Institutions:
|
164 11 |
|
Total
shares held :
|
35,550,741 |
|
% of shares
held :
|
78.13% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
34 |
|
Amount
of shares held :
|
346,824 |
|
% of shares
held change :
|
0.76% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
466 |
- |
2023-12-31 |
8,058,065 |
$276,150,000 |
350,706 |
|
MORGAN STANLEY |
904 |
- |
2023-12-31 |
4,437,912 |
$152,087,000 |
55,592 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
81 |
- |
2023-12-31 |
3,357,966 |
$115,077,000 |
353,822 |
|
LPL FINANCIAL CORP |
376 |
- |
2024-03-31 |
2,407,459 |
$83,539,000 |
312,681 |
|
WELLS FARGO & CO/MN |
702 |
- |
2024-03-31 |
1,464,262 |
$50,810,000 |
-339,336 |
|
ROYAL BANK OF CANADA |
735 |
- |
2023-12-31 |
1,307,344 |
$44,803,000 |
48,234 |
|
Advisor Group Holdings Inc. |
240 |
- |
2024-03-31 |
1,049,503 |
$36,432,000 |
42,721 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
329 |
- |
2024-03-31 |
1,045,606 |
$36,283,000 |
-49,030 |
|
UBS Group AG |
824 |
- |
2023-12-31 |
1,046,267 |
$35,856,000 |
22,097 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
150 |
- |
2024-03-31 |
963,021 |
$33,417,000 |
-79,831 |
|
JANNEY MONTGOMERY SCOTT LLC |
333 |
- |
2024-03-31 |
561,361 |
$19,479,000 |
116,901 |
|
STIFEL FINANCIAL CORP |
533 |
- |
2023-12-31 |
545,677 |
$18,701,000 |
18,345 |
|
Pacer Advisors Inc. |
287 |
- |
2024-03-31 |
537,912 |
$18,666,000 |
60,890 |
|
OLD MISSION CAPITAL LLC |
34 |
- |
2023-12-31 |
469,789 |
$16,100,000 |
127,587 |
|
FINANCIAL MANAGEMENT NETWORK INC |
5 |
- |
2024-03-31 |
449,818 |
$15,586,000 |
21,289 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
598 |
- |
2024-03-31 |
444,520 |
$15,425,000 |
-27,686 |
|
RAYMOND JAMES & ASSOCIATES |
931 |
- |
2024-03-31 |
426,048 |
$14,784,000 |
25,107 |
|
Fermata Advisors LLC |
8 |
- |
2024-03-31 |
340,839 |
$11,827,000 |
-18,385 |
|
MULTIFINANCIAL SECURITIES CORP |
139 |
- |
2023-12-31 |
326,926 |
$11,204,000 |
43,270 |
|
Sharkey Howes & Javer |
13 |
- |
2024-03-31 |
318,231 |
$11,043,000 |
-354,022 |
|
JANE STREET GROUP LLC |
891 |
- |
2023-12-31 |
302,981 |
$10,383,000 |
-118,748 |
|
IAM Advisory LLC |
9 |
- |
2024-03-31 |
285,989 |
$9,924,000 |
4,831 |
|
Orion Portfolio Solutions LLC |
235 |
- |
2024-03-31 |
228,853 |
$7,941,000 |
45,760 |
|
H D Vest Advisory Services |
222 |
- |
2024-03-31 |
219,928 |
$7,632,000 |
7,023 |
|
Baird Financial Group Inc. |
553 |
- |
2023-12-31 |
209,244 |
$7,171,000 |
14,401 |
|
FINANCIAL NETWORK |
497 |
- |
2023-12-31 |
173,530 |
$5,947,000 |
13,004 |
|
J.W. COLE ADVISORS INC. |
72 |
- |
2024-03-31 |
167,949 |
$5,828,000 |
-514 |
|
ENVESTNET ASSET MANAGEMENT INC |
1799 |
- |
2023-12-31 |
166,765 |
$5,715,000 |
-51,626 |
|
MML INVESTORS SERVICES LLC |
556 |
- |
2023-12-31 |
161,711 |
$5,542,000 |
-138,291 |
|
MY Wealth Management Inc. |
9 |
- |
2023-12-31 |
145,322 |
$4,980,000 |
1,850 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
18 |
- |
2023-03-31 |
124,273 |
$4,179,000 |
99,914 |
|
Empire Financial Management Company LLC |
9 |
- |
2023-12-31 |
120,727 |
$4,137,000 |
1,107 |
|
Private Advisor Group LLC |
537 |
- |
2024-03-31 |
114,998 |
$3,990,000 |
-26,321 |
|
Atria Wealth Solutions Inc. |
388 |
- |
2023-12-31 |
107,944 |
$3,710,000 |
-28,899 |
|
Equitable Holdings Inc. |
284 |
- |
2023-12-31 |
99,691 |
$3,416,000 |
810 |
|
HBW Advisory Services LLC |
48 |
- |
2024-03-31 |
95,019 |
$3,256,000 |
0 |
|
Strategic Financial Concepts LLC |
39 |
- |
2024-03-31 |
87,185 |
$3,025,000 |
21,570 |
|
Belpointe Asset Management LLC |
101 |
- |
2024-03-31 |
84,171 |
$2,921,000 |
30,170 |
|
Founders Financial Alliance LLC |
21 |
- |
2023-12-31 |
69,665 |
$2,387,000 |
-1,300 |
|
Amplius Wealth Advisors LLC |
48 |
- |
2024-03-31 |
66,895 |
$2,321,000 |
-28,907 |
|
Goss Wealth Management LLC |
607 |
- |
2023-12-31 |
67,807 |
$2,308,000 |
-23,052 |
|
Stratos Wealth Partners LTD. |
411 |
- |
2024-03-31 |
65,618 |
$2,277,000 |
-58,429 |
|
HARBOUR INVESTMENTS INC. |
203 |
- |
2023-12-31 |
65,827 |
$2,256,000 |
2,702 |
|
CIBC WORLD MARKETS INC. |
521 |
- |
2023-12-31 |
61,908 |
$2,122,000 |
20,973 |
|
Sowell Financial Services LLC |
228 |
- |
2024-03-31 |
60,182 |
$2,088,000 |
35,400 |
|
1858 WEALTH MANAGEMENT LLC |
12 |
- |
2024-03-31 |
60,000 |
$2,056,000 |
0 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
97 |
- |
2024-03-31 |
59,201 |
$2,053,000 |
22,492 |
|
First Capital Advisors Group LLC. |
25 |
- |
2023-06-30 |
60,585 |
$2,008,000 |
3,763 |
|
AE Wealth Management LLC |
914 |
*New |
2023-12-31 |
56,758 |
$1,924,000 |
56,758 |
|
Laurel Wealth Advisors LLC |
71 |
- |
2023-12-31 |
55,214 |
$1,892,000 |
5,529 |
|
CITIGROUP INC |
1866 |
- |
2024-03-31 |
50,467 |
$1,751,000 |
17,155 |
|
AMERIPRISE FINANCIAL INC |
2872 |
- |
2023-12-31 |
49,678 |
$1,702,000 |
43,394 |
|
TAP Consulting LLC |
81 |
- |
2024-03-31 |
48,556 |
$1,685,000 |
179 |
|
Kestra Advisory Services LLC |
889 |
- |
2023-12-31 |
47,572 |
$1,630,000 |
10,466 |
|
STEPHENS INC /AR/ |
444 |
- |
2023-12-31 |
47,256 |
$1,619,000 |
330 |
|
Ahrens Investment Partners LLC |
30 |
- |
2023-03-31 |
46,150 |
$1,552,000 |
-38,330 |
|
Concurrent Investment Advisors LLC |
297 |
- |
2024-03-31 |
42,622 |
$1,479,000 |
10,841 |
|
Andesa Financial Management Inc. |
46 |
- |
2022-12-31 |
46,387 |
$1,472,000 |
-55,269 |
|
IFP Advisors Inc |
303 |
- |
2023-12-31 |
42,833 |
$1,468,000 |
-9,688 |
|
Atlas Financial Advisors Inc. |
8 |
- |
2023-12-31 |
42,683 |
$1,463,000 |
-40,585 |
|
EWG Elevate Inc. |
52 |
*New |
2024-03-31 |
39,729 |
$1,379,000 |
39,729 |
|
Sigma Planning Corp |
422 |
- |
2024-03-31 |
37,383 |
$1,297,000 |
22,000 |
|
Financial Advocates Investment Management |
258 |
- |
2024-03-31 |
37,259 |
$1,293,000 |
7,512 |
|
Gladstone Institutional Advisory LLC |
260 |
- |
2023-12-31 |
37,183 |
$1,274,000 |
6,063 |
|
Investment Partners Asset Management Inc. |
24 |
- |
2024-03-31 |
36,596 |
$1,270,000 |
-46 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
458 |
- |
2024-03-31 |
35,204 |
$1,222,000 |
-1,705 |
|
HIGHTOWER ADVISORS, LLC |
1668 |
- |
2024-03-31 |
34,968 |
$1,215,000 |
-450 |
|
SEARCY FINANCIAL SERVICES INC /ADV |
15 |
- |
2024-03-31 |
34,975 |
$1,214,000 |
1,585 |
|
Cetera Investment Advisers |
1016 |
- |
2023-12-31 |
34,278 |
$1,175,000 |
-109,900 |
|
U.S. Capital Wealth Advisors LLC |
322 |
- |
2024-03-31 |
33,195 |
$1,152,000 |
-345 |
|
CITADEL ADVISORS LLC |
2824 |
- |
2023-12-31 |
32,651 |
$1,119,000 |
32,651 |
|
COMERICA BANK |
1498 |
- |
2023-12-31 |
31,510 |
$1,080,000 |
6,885 |
|
Prosperitas Financial LLC |
40 |
- |
2024-03-31 |
30,171 |
$1,047,000 |
-2,380 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
59 |
- |
2024-03-31 |
29,170 |
$1,012,000 |
-1,850 |
|
AVIANCE CAPITAL PARTNERS, LLC |
146 |
- |
2024-03-31 |
28,623 |
$993,000 |
2,942 |
|
Qube Research & Technologies Ltd |
1651 |
- |
2023-12-31 |
28,806 |
$987,000 |
24,783 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1241 |
- |
2024-03-31 |
27,971 |
$971,000 |
-51,647 |
|
Bleakley Financial Group LLC |
445 |
- |
2024-03-31 |
26,982 |
$936,000 |
287 |
|
Simplicity WealthLLC |
541 |
*New |
2024-03-31 |
26,982 |
$936,000 |
26,982 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1001 |
- |
2023-09-30 |
28,437 |
$925,000 |
-3,667 |
|
Sawtooth Asset Management Inc. |
461 |
- |
2023-12-31 |
26,695 |
$915,000 |
141 |
|
Grant/GrossMendelsohn LLC |
52 |
- |
2024-03-31 |
25,807 |
$901,000 |
461 |
|
PROSPERA FINANCIAL SERVICES |
508 |
- |
2023-12-31 |
24,600 |
$843,000 |
771 |
|
Cosner Financial Group LLC |
23 |
- |
2024-03-31 |
22,726 |
$789,000 |
66 |
|
Wealthcare Advisory Partners LLC |
436 |
- |
2024-03-31 |
22,600 |
$784,000 |
-232 |
|
Pensionmark Financial Group LLC |
169 |
*New |
2023-12-31 |
22,804 |
$781,000 |
22,804 |
|
WNY Asset Management LLC |
108 |
- |
2024-03-31 |
22,165 |
$769,000 |
1,165 |
|
KRAEMATON INVESTMENT ADVISORS INC |
43 |
- |
2024-03-31 |
21,917 |
$761,000 |
1,914 |
|
Geneos Wealth Management Inc. |
402 |
- |
2024-03-31 |
21,857 |
$758,000 |
2,151 |
|
JONES FINANCIAL COMPANIES LLLP |
219 |
*New |
2023-12-31 |
21,852 |
$749,000 |
21,852 |
|
Clear Creek Financial Management LLC |
185 |
- |
2024-03-31 |
21,394 |
$742,000 |
4,694 |
|
Owen LaRue LLC |
35 |
- |
2023-12-31 |
21,194 |
$726,000 |
-18,495 |
|
EverSource Wealth Advisors LLC |
204 |
- |
2023-12-31 |
20,703 |
$710,000 |
1,879 |
|
Moors & Cabot Inc. |
390 |
- |
2024-03-31 |
20,406 |
$708,000 |
1,562 |
|
Lane & Associates LLC |
52 |
- |
2024-03-31 |
20,264 |
$703,000 |
3,409 |
|
Per Stirling Capital Management LLC. |
102 |
- |
2023-12-31 |
20,148 |
$690,000 |
0 |
|
PFG Advisors |
335 |
- |
2024-03-31 |
19,871 |
$690,000 |
3,585 |
|
BCS Wealth Management |
99 |
- |
2024-03-31 |
19,794 |
$687,000 |
-185 |
|
RENAISSANCE TECHNOLOGIES LLC |
2624 |
- |
2023-12-31 |
19,800 |
$679,000 |
19,800 |
|
LINCOLN NATIONAL CORP |
633 |
- |
2024-03-31 |
19,437 |
$674,000 |
1,237 |
|
|
100 Records found
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1
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