|
Institutional
Holders
Total
Institutions:
|
416 8 |
|
Total
shares held :
|
103,759,082 |
|
% of shares
held :
|
69.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-31 |
|
Amount
of shares held :
|
-3,083,291 |
|
% of shares
held change :
|
-2.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$84.20 |
|
Last
Quarter's Ending
Price :
|
$93.81 |
|
Last
Quarter's Average
Price :
|
$87.85 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.53 (14.26%) |
|
|
|
|
|
|
|
|
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 |
15 |
- |
2023-12-31 |
29,359,877 |
$2,754,250,000 |
-63,292 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
15 |
- |
2023-12-31 |
10,176,266 |
$954,676,000 |
-242,099 |
|
MORGAN STANLEY |
408 |
- |
2023-12-31 |
5,170,232 |
$485,020,000 |
-31,505 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
1 |
- |
2023-12-31 |
5,074,216 |
$476,012,000 |
278,369 |
|
GOLDMAN SACHS GROUP INC/ |
192 |
- |
2023-12-31 |
4,987,489 |
$467,876,000 |
-4,186,909 |
|
Betterment LLC |
17 |
- |
2023-12-31 |
3,621,514 |
$339,734,000 |
230,349 |
|
BANK OF AMERICA CORP /DE/ |
422 |
- |
2023-12-31 |
3,472,140 |
$325,721,000 |
166,509 |
|
ENVESTNET ASSET MANAGEMENT INC |
161 |
- |
2023-12-31 |
3,147,045 |
$295,224,000 |
-21,588 |
|
LPL FINANCIAL CORP |
136 |
- |
2023-12-31 |
2,511,396 |
$235,594,000 |
34,190 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
2 |
- |
2023-12-31 |
2,215,835 |
$207,867,000 |
26,273 |
|
SigFig Wealth Management LLC |
3 |
- |
2023-12-31 |
1,991,576 |
$186,829,000 |
-99 |
|
Glenview Trust Co |
5 |
- |
2023-12-31 |
1,308,483 |
$122,749,000 |
-24,310 |
|
MULTIFINANCIAL SECURITIES CORP |
5 |
- |
2023-12-31 |
1,264,963 |
$118,666,000 |
25,327 |
|
RAYMOND JAMES & ASSOCIATES |
221 |
- |
2023-12-31 |
1,131,367 |
$106,134,000 |
-73,666 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
1 |
- |
2024-03-31 |
911,478 |
$94,602,000 |
34,782 |
|
RETIREMENT PLANNING GROUP |
5 |
- |
2024-03-31 |
903,136 |
$93,737,000 |
-39,997 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
132 |
- |
2023-12-31 |
898,055 |
$84,247,000 |
87,046 |
|
CLS INVESTMENT FIRM LLC |
2 |
- |
2022-12-31 |
1,032,787 |
$78,626,000 |
-30,374 |
|
SFMG, LLC |
4 |
- |
2023-12-31 |
809,615 |
$75,950,000 |
3,053 |
|
Orion Portfolio Solutions LLC |
13 |
- |
2023-12-31 |
778,197 |
$72,948,000 |
-63,293 |
|
UBS Group AG |
537 |
- |
2023-12-31 |
750,961 |
$70,448,000 |
-63,403 |
|
ROYAL BANK OF CANADA |
577 |
- |
2023-12-31 |
740,139 |
$69,432,000 |
-12,544 |
|
Resources Investment Advisors Inc. |
13 |
- |
2023-12-31 |
738,424 |
$69,272,000 |
-4,069 |
|
WMS PARTNERS, LLC |
4 |
- |
2023-12-31 |
695,612 |
$65,255,000 |
2,559 |
|
SkyView Investment Advisors LLC |
1 |
- |
2023-12-31 |
678,816 |
$63,507,000 |
669,920 |
|
Riverpoint Wealth Management Holdings LLC |
1 |
- |
2023-12-31 |
672,120 |
$63,052,000 |
-16,073 |
|
KB FINANCIAL PARTNERS LLC |
1 |
- |
2023-09-30 |
718,609 |
$60,528,000 |
-9,174 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
140 |
- |
2024-03-31 |
573,527 |
$59,526,000 |
8,042 |
|
AdvisorNet Financial Inc |
1 |
- |
2024-03-31 |
550,314 |
$57,117,000 |
-25,739 |
|
GFG Capital LLC |
1 |
- |
2023-12-31 |
699,061 |
$53,870,000 |
-54,056 |
|
Goldstein Advisors LLC |
2 |
- |
2023-12-31 |
571,817 |
$53,642,000 |
18,595 |
|
JANNEY MONTGOMERY SCOTT LLC |
128 |
- |
2023-12-31 |
533,169 |
$50,017,000 |
533,169 |
|
Hennion & Walsh Asset Management Inc. |
1 |
- |
2024-03-31 |
479,989 |
$49,818,000 |
7,170 |
|
APPLETON PARTNERS INC/MA |
3 |
- |
2024-03-31 |
454,359 |
$47,158,000 |
-8,472 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
10 |
- |
2023-12-31 |
449,496 |
$42,167,000 |
79,580 |
|
DROMS STRAUSS ADVISORS INC /MO/ /ADV |
2 |
- |
2023-12-31 |
447,774 |
$42,006,000 |
-9,150 |
|
Dynamic Advisors Solutions LLC |
6 |
- |
2024-03-31 |
361,490 |
$37,519,000 |
25,766 |
|
Leo Wealth LLC |
5 |
- |
2023-12-31 |
377,356 |
$36,859,000 |
0 |
|
Kelman-Lazarov Inc. |
4 |
- |
2023-12-31 |
383,717 |
$35,996,000 |
-5,121 |
|
Steward Partners Investment Advisory LLC |
40 |
- |
2023-12-31 |
374,300 |
$35,113,000 |
2,618 |
|
HIGHTOWER ADVISORS, LLC |
325 |
- |
2023-12-31 |
366,201 |
$34,353,000 |
317,798 |
|
Sanford Advisory Services LLC |
2 |
- |
2022-12-31 |
437,897 |
$33,338,000 |
-55,563 |
|
BFT FINANCIAL GROUP LLC |
7 |
- |
2023-06-30 |
362,802 |
$31,625,000 |
-5,198 |
|
CI Private Wealth LLC |
310 |
- |
2023-12-31 |
320,326 |
$30,050,000 |
-25,869 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
377 |
- |
2023-12-31 |
302,351 |
$28,364,000 |
3,914 |
|
Ten Capital Wealth Advisors LLC |
3 |
- |
2023-06-30 |
302,108 |
$26,374,000 |
3,706 |
|
BB&T CORP |
343 |
- |
2023-12-31 |
275,859 |
$25,878,000 |
19,489 |
|
IAG Wealth Partners LLC |
3 |
- |
2023-12-31 |
271,653 |
$25,484,000 |
-7,622 |
|
Advisor Group Holdings Inc. |
405 |
- |
2023-12-31 |
262,148 |
$24,610,000 |
-149,568 |
|
J P MORGAN CHASE & CO |
1488 |
- |
2023-12-31 |
251,933 |
$23,634,000 |
74,063 |
|
LINCOLN CAPITAL CORP |
1 |
- |
2024-03-31 |
223,987 |
$23,248,000 |
5,803 |
|
PMFM INC. |
13 |
- |
2023-12-31 |
247,819 |
$23,248,000 |
-4,413 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
8 |
- |
2023-12-31 |
246,994 |
$23,171,000 |
-117,448 |
|
HUNTER ASSOCIATES INC. |
3 |
- |
2023-12-31 |
241,381 |
$22,649,000 |
350 |
|
Cornerstone Advisory LLP |
6 |
- |
2023-12-31 |
232,293 |
$21,791,000 |
-960 |
|
CAPTRUST FINANCIAL ADVISORS |
226 |
- |
2023-12-31 |
228,993 |
$21,482,000 |
-7,981 |
|
Royal Harbor Partners LLC |
2 |
- |
2023-12-31 |
214,554 |
$20,127,000 |
7,649 |
|
First Command Financial Services Inc. |
12 |
- |
2023-06-30 |
229,134 |
$20,003,000 |
-110,929 |
|
First Command Bank |
12 |
- |
2023-06-30 |
229,134 |
$20,003,000 |
-110,929 |
|
AXXCESS WEALTH MANAGEMENT LLC |
31 |
- |
2023-12-31 |
211,547 |
$19,845,000 |
77,481 |
|
Horizon Family Wealth Inc. |
1 |
- |
2023-12-31 |
210,734 |
$19,769,000 |
210,734 |
|
Baird Financial Group Inc. |
329 |
- |
2023-12-31 |
197,322 |
$18,511,000 |
11,921 |
|
CALLAN CAPITAL, LLC |
17 |
- |
2023-12-31 |
196,711 |
$18,453,000 |
-9,120 |
|
First Ascent Asset Management LLC |
14 |
- |
2023-12-31 |
194,565 |
$18,252,000 |
6,151 |
|
PRINCIPAL SECURITIES INC. |
25 |
- |
2023-12-31 |
192,711 |
$18,078,000 |
0 |
|
ARVEST INVESTMENTS INC. |
11 |
- |
2024-03-31 |
170,603 |
$17,707,000 |
-16,465 |
|
QUANTITATIVE ADVANTAGE LLC |
12 |
- |
2023-03-31 |
215,777 |
$17,525,000 |
-8,581 |
|
LexAurum Advisors LLC |
1 |
- |
2024-03-31 |
167,970 |
$17,434,000 |
1,046 |
|
VAUGHAN AND COMPANY SECURITIES INC. |
|
- |
2023-12-31 |
182,723 |
$17,141,000 |
-6,708 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
176,686 |
$16,575,000 |
-10,079 |
|
Evergreen Wealth Solutions LLC |
1 |
- |
2023-12-31 |
172,329 |
$16,166,000 |
62,654 |
|
First Command Advisory Services Inc. |
20 |
- |
2023-12-31 |
163,925 |
$15,378,000 |
-33,619 |
|
Gladstone Institutional Advisory LLC |
20 |
- |
2023-12-31 |
160,194 |
$15,028,000 |
-14,783 |
|
Spire Wealth Management |
43 |
- |
2023-12-31 |
156,015 |
$14,874,000 |
28,066 |
|
MERCER GLOBAL ADVISORS INC /ADV |
232 |
- |
2023-12-31 |
157,520 |
$14,777,000 |
-24,036 |
|
MCCORMACK ADVISORS INTERNATIONAL |
103 |
- |
2023-12-31 |
154,882 |
$14,529,000 |
-5,701 |
|
Envestnet Portfolio Solutions Inc. |
159 |
- |
2023-12-31 |
154,694 |
$14,512,000 |
-2,350 |
|
Goss Wealth Management LLC |
160 |
- |
2023-12-31 |
148,207 |
$14,191,000 |
7,404 |
|
Lido Advisors LLC |
106 |
- |
2023-12-31 |
150,244 |
$14,155,000 |
682 |
|
Inscription Capital LLC |
4 |
- |
2024-03-31 |
135,631 |
$13,937,000 |
3,362 |
|
Centurion Wealth Management LLC |
|
- |
2023-12-31 |
147,251 |
$13,814,000 |
26,719 |
|
Canvas Wealth Advisors LLC |
4 |
- |
2023-12-31 |
143,889 |
$13,557,000 |
-5,091 |
|
NorthStar Asset Management LLC /NJ/ |
1 |
- |
2023-12-31 |
137,143 |
$12,865,000 |
0 |
|
Intrua Financial LLC |
5 |
- |
2023-03-31 |
155,368 |
$12,672,000 |
-6,064 |
|
MARINER WEALTH ADVISORS, LLC |
415 |
- |
2023-12-31 |
131,971 |
$12,380,000 |
-43,221 |
|
ACIMA PRIVATE WEALTH LLC |
3 |
- |
2023-12-31 |
131,207 |
$12,309,000 |
39,434 |
|
REGAL INVESTMENT ADVISORS, LLC |
18 |
- |
2023-12-31 |
129,574 |
$12,155,000 |
987 |
|
Worth Financial Advisory Group LLC |
1 |
- |
2023-12-31 |
125,441 |
$11,768,000 |
-775 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
379 |
- |
2023-12-31 |
116,220 |
$10,903,000 |
1,680 |
|
Archvest Wealth Advisors Inc. |
3 |
- |
2023-12-31 |
113,517 |
$10,649,000 |
-50,201 |
|
Private Advisor Group LLC |
238 |
- |
2023-12-31 |
110,172 |
$10,335,000 |
-691 |
|
Silicon Valley Capital Partners |
13 |
- |
2023-12-31 |
109,388 |
$10,262,000 |
94,609 |
|
CoreCap Advisors LLC |
32 |
- |
2023-12-31 |
108,537 |
$10,182,000 |
-7,343 |
|
XML Financial LLC |
22 |
- |
2023-12-31 |
108,013 |
$10,133,000 |
3,779 |
|
Capital Advisors Ltd. LLC |
20 |
- |
2024-03-31 |
96,945 |
$10,062,000 |
-4,526 |
|
FINANCIAL NETWORK |
343 |
- |
2023-12-31 |
106,630 |
$10,003,000 |
-812 |
|
Hixon Zuercher LLC |
1 |
- |
2023-12-31 |
105,551 |
$9,902,000 |
3,345 |
|
Integrated Wealth Concepts LLC |
148 |
- |
2023-12-31 |
102,304 |
$9,597,000 |
-12,938 |
|
STIFEL FINANCIAL CORP |
783 |
- |
2023-12-31 |
102,304 |
$9,597,000 |
8,909 |
|
LEDYARD NATIONAL BANK |
32 |
- |
2023-12-31 |
101,634 |
$9,534,000 |
3,350 |
|
|
100 Records found
|
1
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