|
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 :
|
|
|
14.72 (16.76%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
1 |
- |
2023-12-31 |
5,074,216 |
$476,012,000 |
278,369 |
|
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 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
2 |
- |
2024-03-31 |
2,328,921 |
$241,718,000 |
113,086 |
|
LPL FINANCIAL CORP |
136 |
- |
2023-12-31 |
2,511,396 |
$235,594,000 |
34,190 |
|
MULTIFINANCIAL SECURITIES CORP |
5 |
- |
2023-12-31 |
1,264,963 |
$118,666,000 |
25,327 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
1 |
- |
2024-03-31 |
911,478 |
$94,602,000 |
34,782 |
|
SFMG, LLC |
4 |
- |
2023-12-31 |
809,615 |
$75,950,000 |
3,053 |
|
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 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
140 |
- |
2024-03-31 |
573,527 |
$59,526,000 |
8,042 |
|
Goldstein Advisors LLC |
2 |
- |
2023-12-31 |
571,817 |
$53,642,000 |
18,595 |
|
Hennion & Walsh Asset Management Inc. |
1 |
- |
2024-03-31 |
479,989 |
$49,818,000 |
7,170 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
10 |
- |
2023-12-31 |
449,496 |
$42,167,000 |
79,580 |
|
Dynamic Advisors Solutions LLC |
6 |
- |
2024-03-31 |
361,490 |
$37,519,000 |
25,766 |
|
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 |
|
HUNTER ASSOCIATES INC. |
3 |
- |
2024-03-31 |
255,895 |
$26,559,000 |
14,514 |
|
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 |
|
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 |
|
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 |
|
First Ascent Asset Management LLC |
14 |
- |
2023-12-31 |
194,565 |
$18,252,000 |
6,151 |
|
LexAurum Advisors LLC |
1 |
- |
2024-03-31 |
167,970 |
$17,434,000 |
1,046 |
|
Evergreen Wealth Solutions LLC |
1 |
- |
2023-12-31 |
172,329 |
$16,166,000 |
62,654 |
|
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 |
|
Silicon Valley Capital Partners |
|
- |
2024-03-31 |
133,663 |
$13,873,000 |
24,275 |
|
Worth Financial Advisory Group LLC |
|
- |
2024-03-31 |
130,258 |
$13,520,000 |
4,817 |
|
Lee Financial Group Hawaii Inc. |
3 |
- |
2024-03-31 |
129,672 |
$13,459,000 |
115,215 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
127,618 |
$13,245,000 |
17,446 |
|
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 |
|
XML Financial LLC |
22 |
- |
2023-12-31 |
108,013 |
$10,133,000 |
3,779 |
|
Mutual Advisors LLC |
|
- |
2024-03-31 |
96,189 |
$9,983,000 |
21,210 |
|
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 |
|
Equitable Holdings Inc. |
147 |
- |
2023-12-31 |
99,888 |
$9,370,000 |
4,711 |
|
Nikulski Financial Inc. |
5 |
- |
2024-03-31 |
86,216 |
$8,948,000 |
4,032 |
|
COZAD ASSET MANAGEMENT INC |
28 |
- |
2023-12-31 |
82,019 |
$7,694,000 |
1,168 |
|
STEPHENS INC /AR/ |
181 |
- |
2023-12-31 |
80,592 |
$7,560,000 |
159 |
|
Sontag Advisory LLC |
101 |
- |
2023-12-31 |
69,792 |
$6,547,000 |
4,607 |
|
PFG Investments LLC |
47 |
- |
2024-03-31 |
61,818 |
$6,416,000 |
42,597 |
|
CVA Family Office LLC |
22 |
- |
2024-03-31 |
56,180 |
$5,831,000 |
97 |
|
Eaton Financial Holdings Company LLC |
9 |
- |
2024-03-31 |
55,013 |
$5,710,000 |
2,638 |
|
Atria Wealth Solutions Inc. |
291 |
- |
2023-12-31 |
57,811 |
$5,443,000 |
1,065 |
|
Streettalk Advisors LLC |
|
- |
2024-03-31 |
51,347 |
$5,329,000 |
1,070 |
|
AMERICAN NATIONAL BANK |
42 |
- |
2024-03-31 |
51,146 |
$5,308,000 |
8,920 |
|
CFO4Life Group LLC |
|
- |
2023-12-31 |
54,184 |
$5,083,000 |
315 |
|
Emerald Advisors LLC |
9 |
- |
2024-03-31 |
45,845 |
$4,758,000 |
916 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
231 |
- |
2024-03-31 |
42,067 |
$4,366,000 |
1,316 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
73 |
- |
2024-03-31 |
36,290 |
$3,767,000 |
651 |
|
FMR LLC |
2011 |
- |
2023-12-31 |
39,646 |
$3,719,000 |
6,331 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
37,732 |
$3,540,000 |
883 |
|
McAdam LLC |
60 |
- |
2024-03-31 |
32,042 |
$3,326,000 |
150 |
|
Rockefeller Capital Management L.P. |
787 |
- |
2023-12-31 |
31,399 |
$2,946,000 |
9,502 |
|
RENAISSANCE TECHNOLOGIES LLC |
1742 |
- |
2023-12-31 |
29,500 |
$2,767,000 |
24,305 |
|
Apollon Wealth Management LLC |
|
- |
2024-03-31 |
26,089 |
$2,708,000 |
185 |
|
RAYMOND JAMES TRUST CO |
261 |
- |
2024-03-31 |
25,887 |
$2,687,000 |
2,212 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
124 |
- |
2024-03-31 |
25,775 |
$2,675,000 |
991 |
|
Kestra Advisory Services LLC |
673 |
- |
2023-12-31 |
28,432 |
$2,667,000 |
2,031 |
|
HARBOUR INVESTMENTS INC. |
183 |
- |
2023-12-31 |
27,490 |
$2,579,000 |
2,569 |
|
Traynor Capital Management Inc. |
59 |
- |
2024-03-31 |
23,696 |
$2,459,000 |
3,866 |
|
Wealthfront Advisers LLC |
476 |
- |
2024-03-31 |
20,308 |
$2,108,000 |
7,226 |
|
Forbes Financial Planning Inc. |
|
- |
2024-03-31 |
20,171 |
$2,094,000 |
2,736 |
|
Mason & Associates Inc |
29 |
- |
2024-03-31 |
18,947 |
$1,966,000 |
8,929 |
|
Cassaday & Co Wealth Management LLC |
60 |
- |
2023-12-31 |
19,886 |
$1,866,000 |
126 |
|
GREAT VALLEY ADVISOR GROUP INC. |
255 |
- |
2023-12-31 |
18,979 |
$1,780,000 |
2,402 |
|
Hamilton Wealth LLC |
38 |
- |
2023-12-31 |
18,222 |
$1,709,000 |
7,241 |
|
MML INVESTORS SERVICES LLC |
1088 |
- |
2023-12-31 |
17,980 |
$1,687,000 |
1,357 |
|
J.W. COLE ADVISORS INC. |
|
- |
2024-03-31 |
15,320 |
$1,590,000 |
1,652 |
|
Stonehearth Capital Management LLC |
23 |
- |
2024-03-31 |
15,192 |
$1,577,000 |
40 |
|
Strategic Family Wealth Counselors L.L.C. |
39 |
- |
2023-12-31 |
16,571 |
$1,554,000 |
13 |
|
Laurel Wealth Advisors Inc. |
164 |
- |
2022-12-31 |
18,903 |
$1,439,000 |
715 |
|
BANK OF MONTREAL /CAN/ |
1523 |
- |
2023-12-31 |
13,538 |
$1,275,000 |
460 |
|
EAGLE RIDGE INVESTMENT MANAGEMENT |
63 |
- |
2024-03-31 |
12,028 |
$1,248,000 |
35 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
11,150 |
$1,157,000 |
191 |
|
Stratos Wealth Advisors LLC |
310 |
- |
2024-03-31 |
10,602 |
$1,100,000 |
160 |
|
AE Wealth Management LLC |
1117 |
- |
2023-12-31 |
11,270 |
$1,085,000 |
222 |
|
Madison Park Capital Advisors LLC |
28 |
- |
2024-03-31 |
9,217 |
$957,000 |
403 |
|
ICA Group Wealth Management LLC |
106 |
- |
2023-12-31 |
8,767 |
$822,000 |
303 |
|
GOELZER INVESTMENT MANAGEMENT, INC. |
|
- |
2024-03-31 |
7,790 |
$809,000 |
1,647 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
102 |
- |
2024-03-31 |
7,738 |
$803,000 |
2,052 |
|
PNC FINANCIAL SERVICES GROUP INC |
1272 |
- |
2023-12-31 |
8,176 |
$767,000 |
133 |
|
ADVISORS CAPITAL MANAGEMENT LLC |
308 |
- |
2023-12-31 |
8,025 |
$753,000 |
477 |
|
PFG FINANCIAL ADVISORS |
116 |
- |
2024-03-31 |
6,983 |
$725,000 |
1,021 |
|
Capital Investment Advisory Services LLC |
236 |
- |
2024-03-31 |
6,867 |
$713,000 |
386 |
|
SMITH MOORE & CO. |
203 |
- |
2023-12-31 |
7,532 |
$707,000 |
1,760 |
|
Goodman Advisory Group LLC |
49 |
- |
2023-12-31 |
7,458 |
$700,000 |
5,484 |
|
Schrum Private Wealth Management LLC |
|
- |
2024-03-31 |
6,679 |
$693,000 |
253 |
|
LINCOLN NATIONAL CORP |
|
- |
2024-03-31 |
6,136 |
$637,000 |
956 |
|
We Are One Seven LLC |
453 |
- |
2023-12-31 |
6,578 |
$617,000 |
561 |
|
Advance Capital Management Inc. |
72 |
- |
2024-03-31 |
5,936 |
$616,000 |
212 |
|
FLAGSHIP HARBOR ADVISORS LLC |
352 |
- |
2024-03-31 |
5,520 |
$573,000 |
1,077 |
|
WHITTIER TRUST CO |
|
- |
2024-03-31 |
5,377 |
$558,000 |
4,001 |
|
PINNACLE FINANCIAL PARTNERS INC |
|
- |
2024-03-31 |
5,285 |
$549,000 |
436 |
|
|
100 Records found
|
1
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