|
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/ |
487 |
- |
2024-03-31 |
8,249,414 |
$286,255,000 |
191,349 |
|
MORGAN STANLEY |
918 |
- |
2024-03-31 |
4,454,363 |
$154,566,000 |
16,451 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
75 |
- |
2024-03-31 |
3,672,148 |
$127,424,000 |
314,182 |
|
LPL FINANCIAL CORP |
376 |
- |
2024-03-31 |
2,407,459 |
$83,539,000 |
312,681 |
|
Advisor Group Holdings Inc. |
240 |
- |
2024-03-31 |
1,049,503 |
$36,432,000 |
42,721 |
|
JANE STREET GROUP LLC |
453 |
- |
2024-03-31 |
650,409 |
$22,569,000 |
347,428 |
|
JANNEY MONTGOMERY SCOTT LLC |
333 |
- |
2024-03-31 |
561,361 |
$19,479,000 |
116,901 |
|
Pacer Advisors Inc. |
287 |
- |
2024-03-31 |
537,912 |
$18,666,000 |
60,890 |
|
FINANCIAL MANAGEMENT NETWORK INC |
5 |
- |
2024-03-31 |
449,818 |
$15,586,000 |
21,289 |
|
RAYMOND JAMES & ASSOCIATES |
931 |
- |
2024-03-31 |
426,048 |
$14,784,000 |
25,107 |
|
IAM Advisory LLC |
9 |
- |
2024-03-31 |
285,989 |
$9,924,000 |
4,831 |
|
FINANCIAL NETWORK |
440 |
- |
2024-03-31 |
229,494 |
$7,963,000 |
55,964 |
|
Orion Portfolio Solutions LLC |
235 |
- |
2024-03-31 |
228,853 |
$7,941,000 |
45,760 |
|
CITADEL ADVISORS LLC |
1385 |
- |
2024-03-31 |
224,848 |
$7,802,000 |
192,197 |
|
H D Vest Advisory Services |
222 |
- |
2024-03-31 |
219,928 |
$7,632,000 |
7,023 |
|
ENVESTNET ASSET MANAGEMENT INC |
1739 |
- |
2024-03-31 |
204,131 |
$7,083,000 |
37,366 |
|
Empire Financial Management Company LLC |
11 |
- |
2024-03-31 |
122,705 |
$4,258,000 |
1,978 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
18 |
- |
2023-03-31 |
124,273 |
$4,179,000 |
99,914 |
|
Rockefeller Capital Management L.P. |
776 |
- |
2024-03-31 |
109,547 |
$3,801,000 |
94,562 |
|
Equitable Holdings Inc. |
304 |
- |
2024-03-31 |
105,489 |
$3,660,000 |
5,798 |
|
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 |
|
Goss Wealth Management LLC |
577 |
- |
2024-03-31 |
78,795 |
$2,734,000 |
10,988 |
|
HARBOUR INVESTMENTS INC. |
203 |
- |
2023-12-31 |
65,827 |
$2,256,000 |
2,702 |
|
Sowell Financial Services LLC |
228 |
- |
2024-03-31 |
60,182 |
$2,088,000 |
35,400 |
|
Kestra Advisory Services LLC |
856 |
- |
2024-03-31 |
59,850 |
$2,077,000 |
12,278 |
|
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 |
|
Laurel Wealth Advisors LLC |
72 |
- |
2024-03-31 |
57,599 |
$1,999,000 |
2,385 |
|
JONES FINANCIAL COMPANIES LLLP |
200 |
- |
2024-03-31 |
53,399 |
$1,853,000 |
31,547 |
|
Gladstone Institutional Advisory LLC |
215 |
- |
2024-03-31 |
52,799 |
$1,832,000 |
15,616 |
|
CITIGROUP INC |
1866 |
- |
2024-03-31 |
50,467 |
$1,751,000 |
17,155 |
|
TAP Consulting LLC |
81 |
- |
2024-03-31 |
48,556 |
$1,685,000 |
179 |
|
STEPHENS INC /AR/ |
462 |
- |
2024-03-31 |
48,204 |
$1,673,000 |
948 |
|
Concurrent Investment Advisors LLC |
297 |
- |
2024-03-31 |
42,622 |
$1,479,000 |
10,841 |
|
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 |
|
SEARCY FINANCIAL SERVICES INC /ADV |
15 |
- |
2024-03-31 |
34,975 |
$1,214,000 |
1,585 |
|
Cetera Investment Advisers |
828 |
- |
2024-03-31 |
34,503 |
$1,197,000 |
225 |
|
Qube Research & Technologies Ltd |
1765 |
- |
2024-03-31 |
32,323 |
$1,122,000 |
3,517 |
|
RENAISSANCE TECHNOLOGIES LLC |
2467 |
- |
2024-03-31 |
29,600 |
$1,027,000 |
9,800 |
|
AVIANCE CAPITAL PARTNERS, LLC |
146 |
- |
2024-03-31 |
28,623 |
$993,000 |
2,942 |
|
Bleakley Financial Group LLC |
445 |
- |
2024-03-31 |
26,982 |
$936,000 |
287 |
|
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 |
|
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 |
|
Clear Creek Financial Management LLC |
185 |
- |
2024-03-31 |
21,394 |
$742,000 |
4,694 |
|
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. |
115 |
- |
2024-03-31 |
20,192 |
$701,000 |
44 |
|
PFG Advisors |
335 |
- |
2024-03-31 |
19,871 |
$690,000 |
3,585 |
|
LINCOLN NATIONAL CORP |
633 |
- |
2024-03-31 |
19,437 |
$674,000 |
1,237 |
|
COZAD ASSET MANAGEMENT INC |
228 |
- |
2024-03-31 |
18,717 |
$649,000 |
697 |
|
IHT Wealth Management LLC |
554 |
- |
2024-03-31 |
18,569 |
$644,000 |
27 |
|
RFG Advisory Group LLC |
461 |
- |
2024-03-31 |
17,580 |
$610,000 |
1,184 |
|
Steward Partners Investment Advisory LLC |
981 |
- |
2024-03-31 |
17,072 |
$592,000 |
168 |
|
HB Wealth Management LLC |
471 |
- |
2024-03-31 |
15,808 |
$549,000 |
284 |
|
Total Clarity Wealth Management Inc. |
143 |
- |
2024-03-31 |
14,490 |
$503,000 |
2,205 |
|
Arkadios Wealth Advisors |
379 |
- |
2024-03-31 |
14,174 |
$492,000 |
170 |
|
Opal Wealth Advisors LLC |
85 |
- |
2024-03-31 |
13,545 |
$470,000 |
1,891 |
|
High Net Worth Advisory Group LLC |
123 |
- |
2024-03-31 |
13,267 |
$460,000 |
4,851 |
|
RAYMOND JAMES TRUST CO |
895 |
- |
2024-03-31 |
10,109 |
$351,000 |
352 |
|
HF Advisory Group LLC |
136 |
- |
2024-03-31 |
8,913 |
$309,000 |
406 |
|
Brookstone Capital Management |
750 |
- |
2024-03-31 |
8,647 |
$300,000 |
48 |
|
DAVENPORT & CO LLC |
923 |
- |
2024-03-31 |
8,477 |
$294,000 |
2,023 |
|
Anchor Investment Management LLC |
326 |
- |
2024-03-31 |
7,418 |
$257,000 |
19 |
|
NewEdge Wealth LLC |
724 |
- |
2024-03-31 |
6,830 |
$233,000 |
6,830 |
|
NATIONAL BANK OF CANADA /FI/ |
1218 |
- |
2024-03-31 |
6,645 |
$233,000 |
300 |
|
Gateway Wealth Partners LLC |
217 |
- |
2024-03-31 |
6,349 |
$220,000 |
175 |
|
Cedar Brook Financial Partners LLC |
399 |
- |
2024-03-31 |
6,307 |
$219,000 |
96 |
|
MCCORMACK ADVISORS INTERNATIONAL |
1001 |
- |
2024-03-31 |
6,202 |
$215,000 |
107 |
|
Bogart Wealth LLC |
197 |
- |
2024-03-31 |
6,169 |
$214,000 |
1,593 |
|
ANCORA ADVISORS, LLC |
887 |
- |
2024-03-31 |
1,608 |
$56,000 |
25 |
|
Householder Group Estate & Retirement Specialist L |
475 |
- |
2024-03-31 |
1,370 |
$48,000 |
1,270 |
|
Coppell Advisory Solutions LLC |
510 |
- |
2023-12-31 |
1,367 |
$47,000 |
142 |
|
PRINCIPAL SECURITIES INC. |
1658 |
- |
2024-03-31 |
1,140 |
$40,000 |
350 |
|
CWM LLC |
2554 |
- |
2024-03-31 |
954 |
$33,000 |
579 |
|
JNBA FINANCIAL ADVISORS |
361 |
- |
2024-03-31 |
752 |
$26,000 |
13 |
|
SIGNATUREFD, LLC |
2577 |
- |
2024-03-31 |
105 |
$4,000 |
105 |
|
Sound Income Strategies LLC |
1013 |
- |
2024-03-31 |
76 |
$3,000 |
27 |
|
|
84 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|