|
Institutional
Holders
Total
Institutions:
|
49 4 |
|
Total
shares held :
|
25,882,318 |
|
% of shares
held :
|
28.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-6 |
|
Amount
of shares held :
|
6,372,392 |
|
% of shares
held change :
|
7.08% |
|
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 |
GOLDMAN SACHS GROUP INC/ |
75 |
- |
2023-12-31 |
15,122,345 |
$987,640,000 |
6,748,243 |
|
LPL FINANCIAL CORP |
108 |
- |
2023-12-31 |
4,665,973 |
$304,921,000 |
62,409 |
|
ENVESTNET ASSET MANAGEMENT INC |
327 |
- |
2023-12-31 |
2,063,565 |
$134,854,000 |
-43,885 |
|
MORGAN STANLEY |
1585 |
- |
2023-12-31 |
878,864 |
$57,434,000 |
-729 |
|
PRINCIPAL SECURITIES INC. |
5 |
- |
2023-12-31 |
797,625 |
$52,125,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
80 |
- |
2023-12-31 |
605,535 |
$39,572,000 |
-8,498 |
|
Cetera Investment Advisers |
112 |
- |
2023-12-31 |
333,265 |
$21,779,000 |
-79,049 |
|
CoreCap Advisors LLC |
13 |
- |
2023-12-31 |
295,866 |
$19,335,000 |
20,184 |
|
FINANCIAL NETWORK |
222 |
- |
2023-12-31 |
258,471 |
$16,891,000 |
2,535 |
|
Atria Wealth Solutions Inc. |
207 |
- |
2023-12-31 |
121,996 |
$8,003,000 |
-2,146 |
|
BANK OF NEW YORK MELLON CORP |
2176 |
- |
2024-03-31 |
92,388 |
$6,632,000 |
3,570 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
721 |
- |
2024-03-31 |
71,713 |
$5,148,000 |
-17,997 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1349 |
- |
2023-12-31 |
56,376 |
$3,684,000 |
-556 |
|
Maia Wealth LLC |
12 |
- |
2023-12-31 |
55,978 |
$3,658,000 |
0 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1415 |
- |
2024-03-31 |
41,923 |
$3,009,000 |
-4,216 |
|
Advisor Group Holdings Inc. |
1664 |
- |
2023-12-31 |
39,383 |
$2,580,000 |
-116,312 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1491 |
- |
2023-12-31 |
39,389 |
$2,574,000 |
-986 |
|
ICA Group Wealth Management LLC |
46 |
- |
2023-12-31 |
30,631 |
$2,002,000 |
0 |
|
Integrated Wealth Concepts LLC |
508 |
- |
2023-12-31 |
27,660 |
$1,808,000 |
2,264 |
|
RAYMOND JAMES & ASSOCIATES |
2236 |
- |
2024-03-31 |
24,410 |
$1,752,000 |
-25,952 |
|
MULTIFINANCIAL SECURITIES CORP |
564 |
- |
2023-12-31 |
25,652 |
$1,676,000 |
-1,321 |
|
Goss Wealth Management LLC |
734 |
- |
2023-12-31 |
23,995 |
$1,598,000 |
22,032 |
|
TWO SIGMA INVESTMENTS LLC |
1701 |
*New |
2023-12-31 |
22,600 |
$1,477,000 |
22,600 |
|
Orion Portfolio Solutions LLC |
787 |
- |
2023-12-31 |
21,634 |
$1,411,000 |
-779 |
|
REGAL INVESTMENT ADVISORS, LLC |
191 |
- |
2023-12-31 |
21,388 |
$1,398,000 |
668 |
|
Global Retirement Partners LLC |
355 |
- |
2024-03-31 |
14,334 |
$1,029,000 |
-1,514 |
|
Perigon Wealth Management LLC |
352 |
- |
2023-12-31 |
14,352 |
$938,000 |
-10 |
|
Private Advisor Group LLC |
1167 |
- |
2023-12-31 |
13,710 |
$896,000 |
1,689 |
|
Worth Financial Advisory Group LLC |
40 |
- |
2023-12-31 |
12,118 |
$792,000 |
1,968 |
|
Perennial Investment Advisors LLC |
137 |
- |
2023-12-31 |
11,494 |
$751,000 |
8 |
|
Ausdal Financial Partners Inc. |
257 |
- |
2024-03-31 |
7,442 |
$534,000 |
829 |
|
Lantern Wealth Advisors LLC |
63 |
- |
2023-12-31 |
7,703 |
$503,000 |
0 |
|
LINCOLN NATIONAL CORP |
694 |
*New |
2023-12-31 |
7,153 |
$467,000 |
7,153 |
|
Herold Advisors Inc. |
186 |
- |
2023-12-31 |
5,797 |
$379,000 |
-184,441 |
|
Stone House Investment Management LLC |
36 |
- |
2023-12-31 |
4,848 |
$317,000 |
0 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1884 |
*New |
2024-03-31 |
4,316 |
$310,000 |
4,316 |
|
Capital Investment Advisors LLC |
490 |
*New |
2024-03-31 |
3,913 |
$281,000 |
3,913 |
|
Patriot Financial Group Insurance Agency LLC |
348 |
- |
2023-12-31 |
4,304 |
$281,000 |
-30,307 |
|
Redwood Investment Management LLC |
326 |
- |
2023-12-31 |
3,860 |
$252,000 |
-1,006 |
|
HANSON MCCLAIN, INC. |
764 |
- |
2024-03-31 |
2,927 |
$210,000 |
-7,796 |
|
Steward Partners Investment Advisory LLC |
1396 |
*New |
2023-12-31 |
2,894 |
$189,000 |
2,894 |
|
BANK OF AMERICA CORP /DE/ |
5210 |
- |
2023-12-31 |
1,836 |
$120,000 |
-1,213 |
|
COMERICA BANK |
2535 |
- |
2023-12-31 |
1,336 |
$87,000 |
-132 |
|
PRIVATE TRUST CO NA |
1007 |
*New |
2024-03-31 |
913 |
$66,000 |
913 |
|
FMR LLC |
3466 |
- |
2023-12-31 |
616 |
$40,000 |
564 |
|
HARBOUR INVESTMENTS INC. |
1633 |
- |
2023-12-31 |
510 |
$33,000 |
0 |
|
Farther Finance Advisors LLC |
1254 |
- |
2023-12-31 |
391 |
$26,000 |
0 |
|
WELLS FARGO & CO/MN |
5111 |
*New |
2023-12-31 |
176 |
$12,000 |
176 |
|
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC |
656 |
- |
2024-03-31 |
19 |
$1,000 |
0 |
|
BARTLETT & CO. LLC |
1143 |
*New |
2023-12-31 |
18 |
$1,000 |
18 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
1155 |
*New |
2023-12-31 |
18 |
$1,000 |
18 |
|
PROEQUITIES INC. |
2172 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
SMI Advisory Services LLC |
59 |
*Closed |
2024-03-31 |
0 |
$0 |
-3,392 |
|
Impact Partnership Wealth LLC |
1018 |
*Closed |
2023-12-31 |
0 |
$0 |
-39 |
|
|
54 Records found
|
1
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