|
Institutional
Holders
Total
Institutions:
|
746 16 |
|
Total
shares held :
|
936,009,417 |
|
% of shares
held :
|
10.4% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-15 |
|
Amount
of shares held :
|
-58,159,302 |
|
% of shares
held change :
|
-0.65% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
65
|
7,236,338
|
0.77%
|
|
|
Increased
Positions : |
254
|
91,065,087
|
9.73%
|
|
|
Unchanged
Positions : |
174
|
31,860,183
|
3.4%
|
|
|
Decreased
Positions : |
253
|
-139,807,132
|
-14.94%
|
|
|
Closed
Positions : |
81
|
-16,653,595
|
-1.78%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FMR LLC |
178 |
- |
2023-12-31 |
56,602,898 |
$1,304,131,000 |
-28,944,835 |
|
BB&T CORP |
5 |
- |
2023-12-31 |
55,833,562 |
$1,286,405,000 |
-277,430 |
|
ENVESTNET ASSET MANAGEMENT INC |
42 |
- |
2023-12-31 |
45,935,176 |
$1,058,346,000 |
-16,275,717 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
245 |
- |
2024-03-31 |
13,491,644 |
$307,205,000 |
-858,359 |
|
BLACKROCK INC. |
1421 |
- |
2024-03-31 |
12,244,894 |
$278,816,000 |
-454,953 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
11 |
- |
2023-12-31 |
7,880,500 |
$181,567,000 |
-5,798,574 |
|
J P MORGAN CHASE & CO |
660 |
- |
2024-03-31 |
7,339,473 |
$167,120,000 |
-1,599,897 |
|
UBS Group AG |
338 |
- |
2023-12-31 |
5,842,959 |
$134,622,000 |
-402,118 |
|
AMERIPRISE FINANCIAL INC |
441 |
- |
2023-12-31 |
5,491,439 |
$126,455,000 |
-422,006 |
|
TOWNSQUARE CAPITAL LLC |
6 |
- |
2023-12-31 |
4,954,813 |
$114,159,000 |
-4,194 |
|
EP WEALTH ADVISORS, INC. |
14 |
- |
2023-12-31 |
4,689,717 |
$108,051,000 |
-16,502 |
|
Itau Unibanco Holding S.A. |
11 |
- |
2023-12-31 |
4,463,844 |
$102,847,000 |
-10,140 |
|
DEUTSCHE BANK AG |
448 |
- |
2023-12-31 |
2,835,918 |
$65,340,000 |
-1,033,253 |
|
GLOBALT Investments LLC / GA |
10 |
- |
2024-03-31 |
2,574,932 |
$58,631,000 |
-61,254 |
|
Advisor Group Holdings Inc. |
189 |
- |
2024-03-31 |
2,076,736 |
$47,289,000 |
-754,931 |
|
3EDGE Asset Management LP |
11 |
- |
2024-03-31 |
2,027,772 |
$46,172,000 |
-117,795 |
|
1607 CAPITAL PARTNERS, LLC |
4 |
- |
2023-12-31 |
1,959,634 |
$45,150,000 |
-32,000 |
|
CWM LLC |
101 |
- |
2024-03-31 |
1,781,729 |
$40,570,000 |
-660,784 |
|
Brookstone Capital Management |
33 |
- |
2024-03-31 |
1,600,267 |
$36,438,000 |
-121,764 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
302 |
- |
2023-12-31 |
1,570,869 |
$36,193,000 |
-650,325 |
|
MML INVESTORS SERVICES LLC |
139 |
- |
2023-12-31 |
1,549,778 |
$35,707,000 |
-796,397 |
|
WELLS FARGO & CO/MN |
891 |
- |
2024-03-31 |
1,396,304 |
$31,794,000 |
-69,611 |
|
Relative Value Partners Group LLC |
17 |
- |
2023-12-31 |
1,151,589 |
$26,533,000 |
-28,448 |
|
AE Wealth Management LLC |
185 |
- |
2023-12-31 |
1,067,767 |
$24,297,000 |
-23,505 |
|
Rockefeller Capital Management L.P. |
256 |
- |
2023-12-31 |
1,024,306 |
$23,600,000 |
-878 |
|
BROWN ADVISORY HOLDINGS INC |
306 |
- |
2024-03-31 |
1,032,525 |
$23,511,000 |
-91,988 |
|
SAND HILL ADVISORS INC/CA |
15 |
- |
2023-12-31 |
1,014,046 |
$23,364,000 |
-186,579 |
|
STIFEL FINANCIAL CORP |
466 |
- |
2023-12-31 |
983,327 |
$22,656,000 |
-866,127 |
|
ERTS Wealth Advisors LLC |
11 |
- |
2024-03-31 |
842,091 |
$19,174,000 |
-1,204,045 |
|
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
17 |
- |
2023-12-31 |
788,721 |
$18,172,000 |
-178,255 |
|
MERCER GLOBAL ADVISORS INC /ADV |
213 |
- |
2023-12-31 |
741,327 |
$17,080,000 |
-67,018 |
|
Steward Partners Investment Advisory LLC |
121 |
- |
2023-12-31 |
602,453 |
$13,881,000 |
-577,082 |
|
Sontag Advisory LLC |
59 |
- |
2024-03-31 |
586,834 |
$13,362,000 |
-1,149 |
|
Private Advisor Group LLC |
200 |
- |
2024-03-31 |
575,969 |
$13,115,000 |
-101,642 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
352 |
- |
2023-12-31 |
544,695 |
$12,550,000 |
-809,403 |
|
ANTONETTI CAPITAL MANAGEMENT LLC |
1 |
- |
2023-09-30 |
534,175 |
$11,773,000 |
-10,747 |
|
Cetera Investment Advisers |
212 |
- |
2023-12-31 |
466,054 |
$10,738,000 |
-645,140 |
|
RAYMOND JAMES & ASSOCIATES |
1167 |
- |
2024-03-31 |
427,923 |
$9,744,000 |
-42,583 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
53 |
- |
2024-03-31 |
395,389 |
$9,003,000 |
-8,562 |
|
WEALTHSOURCE PARTNERS LLC |
30 |
- |
2023-12-31 |
380,329 |
$8,763,000 |
-193,822 |
|
SCS CAPITAL MANAGEMENT LLC |
42 |
- |
2023-12-31 |
364,908 |
$8,407,000 |
-1,153,795 |
|
Goss Wealth Management LLC |
245 |
- |
2023-12-31 |
346,980 |
$7,973,000 |
-100,198 |
|
MULTIFINANCIAL SECURITIES CORP |
187 |
- |
2023-12-31 |
340,282 |
$7,840,000 |
-214,552 |
|
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP |
9 |
- |
2023-12-31 |
334,570 |
$7,708,000 |
-3,099 |
|
CREATIVE PLANNING |
480 |
- |
2023-12-31 |
299,206 |
$6,894,000 |
-19,371 |
|
Stewardship Advisors LLC |
11 |
- |
2024-03-31 |
294,573 |
$6,707,000 |
-447,421 |
|
Strategic Investment Advisors / MI |
31 |
- |
2024-03-31 |
274,100 |
$6,241,000 |
-3,967 |
|
One Day In July LLC |
30 |
- |
2024-03-31 |
240,630 |
$5,479,000 |
-89,025 |
|
MATHER GROUP, INC. |
92 |
- |
2024-03-31 |
227,892 |
$5,251,000 |
-8,564 |
|
CFS Investment Advisory Services LLC |
20 |
- |
2023-12-31 |
219,290 |
$5,052,000 |
-29,517 |
|
H D Vest Advisory Services |
303 |
- |
2024-03-31 |
220,072 |
$5,011,000 |
-6,223 |
|
Congress Wealth Management LLC / DE / |
226 |
- |
2024-03-31 |
219,038 |
$4,988,000 |
-3,322 |
|
SCOTIA CAPITAL INC. |
241 |
- |
2023-12-31 |
215,021 |
$4,954,000 |
-3,210 |
|
OHE FINANCIAL INC |
31 |
- |
2023-12-31 |
207,498 |
$4,781,000 |
-19,482 |
|
COMERICA SECURITIESINC. |
72 |
- |
2023-09-30 |
213,466 |
$4,705,000 |
-332,519 |
|
SYNOVUS FINANCIAL CORP |
178 |
- |
2023-12-31 |
199,410 |
$4,595,000 |
-2,776,975 |
|
CIBC WORLD MARKETS INC. |
388 |
- |
2023-12-31 |
186,495 |
$4,297,000 |
-23,333 |
|
Atria Wealth Solutions Inc. |
363 |
- |
2023-12-31 |
178,006 |
$4,101,000 |
-153,504 |
|
COMERICA BANK |
804 |
- |
2023-12-31 |
172,934 |
$3,984,000 |
-12,791 |
|
MARINER WEALTH ADVISORS, LLC |
798 |
- |
2023-12-31 |
160,363 |
$3,695,000 |
-166,980 |
|
Foundations Investment Advisors LLC |
149 |
- |
2023-12-31 |
159,181 |
$3,674,000 |
-428,431 |
|
Sterling Financial Planning Inc. |
19 |
- |
2024-03-31 |
153,825 |
$3,503,000 |
-3,328 |
|
DFPG INVESTMENTS INC. |
96 |
- |
2023-12-31 |
152,129 |
$3,500,000 |
-5,509 |
|
PFG Investments LLC |
104 |
- |
2024-03-31 |
143,485 |
$3,267,000 |
-73,161 |
|
ATRIA INVESTMENTS LLC |
419 |
- |
2023-12-31 |
140,707 |
$3,242,000 |
-75,859 |
|
CLIENT 1ST ADVISORY GROUP LLC |
15 |
- |
2024-03-31 |
133,288 |
$3,035,000 |
-32,976 |
|
Crestmont Private Wealth LLC |
11 |
- |
2024-03-31 |
132,075 |
$3,007,000 |
-14,920 |
|
Baird Financial Group Inc. |
824 |
- |
2023-12-31 |
125,641 |
$2,895,000 |
-86,782 |
|
Icon Wealth Partners LLC |
64 |
- |
2023-09-30 |
126,775 |
$2,794,000 |
-409,075 |
|
Financial Network Wealth Management LLC |
18 |
- |
2024-03-31 |
123,740 |
$2,765,000 |
-608 |
|
Change Path LLC |
118 |
- |
2023-12-31 |
113,340 |
$2,612,000 |
-82,320 |
|
Columbia Trust Co 01012016 |
21 |
- |
2023-12-31 |
113,267 |
$2,610,000 |
-124,438 |
|
GREAT WEST LIFE ASSURANCE CO /CAN/ |
1126 |
- |
2023-12-31 |
110,750 |
$2,530,000 |
-6,008 |
|
Sharkey Howes & Javer |
45 |
- |
2024-03-31 |
108,542 |
$2,472,000 |
-75,743 |
|
TSA Wealth Managment LLC |
20 |
- |
2024-03-31 |
102,851 |
$2,342,000 |
-42,938 |
|
Shared Vision Wealth Group LLC |
16 |
- |
2024-03-31 |
102,046 |
$2,324,000 |
-2,837 |
|
PRUDENTIAL FINANCIAL INC |
1338 |
- |
2023-12-31 |
100,696 |
$2,320,000 |
-215,742 |
|
DAVID R. RAHN & ASSOCIATES INC. |
27 |
- |
2024-03-31 |
100,318 |
$2,284,000 |
-12,219 |
|
Spire Wealth Management |
237 |
- |
2024-03-31 |
95,222 |
$2,168,000 |
-11,459 |
|
Thrive Capital Management LLC |
29 |
- |
2023-12-31 |
93,880 |
$2,163,000 |
-22,674 |
|
BCJ Capital Management LLC |
92 |
- |
2023-12-31 |
92,216 |
$2,125,000 |
-92,968 |
|
Capital Investment Advisory Services LLC |
104 |
- |
2024-03-31 |
92,106 |
$2,097,000 |
-24,352 |
|
SWMG LLC |
21 |
- |
2023-12-31 |
84,805 |
$1,954,000 |
-3,560 |
|
LIBERTY WEALTH MANAGEMENT LLC |
52 |
- |
2024-03-31 |
85,121 |
$1,939,000 |
-20,962 |
|
Sollinda Capital Management LLC |
20 |
- |
2024-03-31 |
83,605 |
$1,904,000 |
-9,392 |
|
HARBOUR INVESTMENTS INC. |
234 |
- |
2023-12-31 |
81,334 |
$1,874,000 |
-31,300 |
|
Apollon Wealth Management LLC |
307 |
- |
2024-03-31 |
81,378 |
$1,853,000 |
-12,768 |
|
Arden Trust Co |
63 |
- |
2024-03-31 |
77,760 |
$1,771,000 |
-271,549 |
|
WCG Wealth Advisors LLC |
150 |
- |
2023-12-31 |
76,329 |
$1,759,000 |
-82,605 |
|
Horst & Graben Wealth Management LLC |
40 |
- |
2024-03-31 |
74,693 |
$1,701,000 |
-22,514 |
|
TIAA TRUST NATIONAL ASSOCIATION |
293 |
- |
2024-03-31 |
74,400 |
$1,694,000 |
-778 |
|
Ronald Blue Trust Inc. |
124 |
- |
2024-03-31 |
73,466 |
$1,673,000 |
-86,465 |
|
VALMARK ADVISERS INC |
189 |
- |
2024-03-31 |
73,354 |
$1,670,000 |
-7,855 |
|
Austin Private Wealth LLC |
51 |
- |
2024-03-31 |
71,143 |
$1,600,000 |
-12,078 |
|
KINGSWOOD WEALTH ADVISORS LLC |
136 |
- |
2024-03-31 |
69,778 |
$1,589,000 |
-24,876 |
|
Intelligence Driven Advisers LLC |
30 |
- |
2024-03-31 |
67,949 |
$1,547,000 |
-1,072 |
|
BMS Financial Advisors LLC |
23 |
- |
2023-06-30 |
67,190 |
$1,539,000 |
-63,869 |
|
Iron Financial LLC |
27 |
- |
2024-03-31 |
65,977 |
$1,502,000 |
-1,736 |
|
PROVENCE WEALTH MANAGEMENT GROUP |
31 |
- |
2023-12-31 |
61,960 |
$1,428,000 |
-8,055 |
|
Concurrent Investment Advisors LLC |
305 |
- |
2024-03-31 |
62,269 |
$1,418,000 |
-3,905 |
|
|
100 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
|
|
|