|
Institutional
Holders
Total
Institutions:
|
154 9 |
|
Total
shares held :
|
23,207,110 |
|
% of shares
held :
|
87.16% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
28 |
|
Amount
of shares held :
|
2,750,914 |
|
% of shares
held change :
|
10.33% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$44.33 |
|
Last
Quarter's Ending
Price :
|
$47.24 |
|
Last
Quarter's Average
Price :
|
$45.18 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.04 (2.3%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
Advisor Group Holdings Inc. |
45 |
- |
2024-03-31 |
3,257,496 |
$152,484,000 |
-415,743 |
|
Spire Wealth Management |
11 |
- |
2024-03-31 |
576,649 |
$119,210,000 |
9,149 |
|
LPL FINANCIAL CORP |
313 |
- |
2024-03-31 |
2,180,587 |
$102,073,000 |
-321,868 |
|
ENVESTNET ASSET MANAGEMENT INC |
477 |
- |
2023-12-31 |
1,549,511 |
$73,199,000 |
84,418 |
|
MORGAN STANLEY |
1417 |
- |
2023-12-31 |
1,452,733 |
$68,627,000 |
367,713 |
|
BANK OF AMERICA CORP /DE/ |
1125 |
- |
2023-12-31 |
1,140,965 |
$53,899,000 |
565,946 |
|
Brio Consultants LLC |
4 |
- |
2024-03-31 |
934,390 |
$43,739,000 |
66,097 |
|
CWM LLC |
90 |
- |
2024-03-31 |
934,244 |
$43,732,000 |
253,809 |
|
KWB Wealth |
6 |
- |
2024-03-31 |
780,781 |
$36,548,000 |
-14,527 |
|
RTD Financial Advisors Inc. |
5 |
- |
2024-03-31 |
752,156 |
$35,208,000 |
8,186 |
|
GeoWealth Management LLC |
3 |
- |
2023-12-31 |
647,783 |
$30,600,000 |
68,163 |
|
PFS INVESTMENTS INC. |
79 |
- |
2023-06-30 |
523,033 |
$24,300,000 |
13,112 |
|
BANK OF NEW YORK MELLON CORP |
1466 |
- |
2024-03-31 |
516,479 |
$24,176,000 |
-21,782 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
21 |
- |
2023-12-31 |
468,958 |
$22,154,000 |
0 |
|
HOWARD FINANCIAL SERVICES LTD. |
8 |
- |
2024-03-31 |
425,753 |
$19,930,000 |
122,783 |
|
VERUS CAPITAL PARTNERS LLC |
9 |
- |
2024-03-31 |
394,011 |
$18,444,000 |
27,286 |
|
Focus Financial Network Inc. |
24 |
- |
2024-03-31 |
386,253 |
$17,644,000 |
0 |
|
Baird Financial Group Inc. |
372 |
*New |
2023-12-31 |
313,670 |
$14,818,000 |
313,670 |
|
Brookstone Capital Management |
100 |
- |
2024-03-31 |
282,889 |
$13,242,000 |
-124,199 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
679 |
- |
2024-03-31 |
280,498 |
$13,130,000 |
-113,292 |
|
BEACON FINANCIAL PLANNING INC |
6 |
- |
2024-03-31 |
266,166 |
$12,459,000 |
-3,789 |
|
ACIMA PRIVATE WEALTH LLC |
4 |
*New |
2023-12-31 |
242,272 |
$11,445,000 |
242,272 |
|
RETIREMENT PLANNING GROUP |
18 |
- |
2024-03-31 |
240,133 |
$11,241,000 |
21,730 |
|
Dynamic Advisors Solutions LLC |
70 |
- |
2024-03-31 |
223,843 |
$10,478,000 |
19,303 |
|
KMG FIDUCIARY PARTNERS LLC |
24 |
- |
2024-03-31 |
219,956 |
$10,296,000 |
78,000 |
|
IFG Advisory LLC |
24 |
- |
2024-03-31 |
214,037 |
$10,019,000 |
-40,614 |
|
INVESCO LTD |
1812 |
- |
2023-12-31 |
200,728 |
$9,482,000 |
8 |
|
Private Advisor Group LLC |
307 |
- |
2024-03-31 |
182,270 |
$8,532,000 |
-21,651 |
|
Schneider Downs Wealth Management Advisors LP |
14 |
- |
2024-03-31 |
173,176 |
$8,106,000 |
15,282 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
534 |
- |
2024-03-31 |
171,041 |
$8,006,000 |
-18,785 |
|
Merit Financial Group LLC |
103 |
- |
2024-03-31 |
153,731 |
$7,095,000 |
17,976 |
|
Financial Designs Corp |
8 |
*New |
2024-03-31 |
148,330 |
$6,943,000 |
148,330 |
|
Snowden Capital Advisors LLC |
96 |
- |
2023-12-31 |
141,303 |
$6,675,000 |
-13,985 |
|
Envestnet Portfolio Solutions Inc. |
319 |
- |
2024-03-31 |
138,234 |
$6,471,000 |
48,836 |
|
MERCER GLOBAL ADVISORS INC /ADV |
405 |
- |
2023-12-31 |
134,848 |
$6,370,000 |
-64,877 |
|
Integrated Wealth Concepts LLC |
205 |
- |
2023-12-31 |
133,887 |
$6,325,000 |
-274,281 |
|
CHANNEL WEALTH LLC |
6 |
- |
2024-03-31 |
132,233 |
$6,190,000 |
34,149 |
|
Stewardship Advisors LLC |
18 |
*New |
2024-03-31 |
114,461 |
$5,358,000 |
114,461 |
|
Good Life Advisors LLC |
45 |
- |
2024-03-31 |
113,884 |
$5,331,000 |
16,182 |
|
MECHANICS BANK TRUST DEPARTMENT |
38 |
- |
2024-03-31 |
112,345 |
$5,259,000 |
-16,169 |
|
ROYAL BANK OF CANADA |
1881 |
- |
2023-12-31 |
104,593 |
$4,942,000 |
-28,180 |
|
Pensionmark Financial Group LLC |
31 |
- |
2023-12-31 |
104,524 |
$4,938,000 |
68,320 |
|
IAG Wealth Partners LLC |
26 |
- |
2024-03-31 |
93,759 |
$4,389,000 |
69 |
|
RAYMOND JAMES & ASSOCIATES |
1677 |
- |
2024-03-31 |
93,557 |
$4,379,000 |
11,977 |
|
DESTINY CAPITAL SECURITIES CORPORATION |
9 |
- |
2023-09-30 |
92,784 |
$4,141,000 |
0 |
|
Insight Wealth Partners LLC |
9 |
- |
2024-03-31 |
84,494 |
$3,955,000 |
15,632 |
|
QUANTITATIVE ADVANTAGE LLC |
45 |
- |
2023-03-31 |
81,033 |
$3,825,000 |
34,688 |
|
LexAurum Advisors LLC |
28 |
- |
2024-03-31 |
81,141 |
$3,798,000 |
8,300 |
|
FLAGSHIP HARBOR ADVISORS LLC |
100 |
- |
2024-03-31 |
77,099 |
$3,609,000 |
728 |
|
MML INVESTORS SERVICES LLC |
749 |
- |
2023-12-31 |
73,999 |
$3,496,000 |
5,843 |
|
WELLS FARGO & CO/MN |
2216 |
- |
2024-03-31 |
71,893 |
$3,365,000 |
63,261 |
|
CAPTRUST FINANCIAL ADVISORS |
721 |
- |
2023-12-31 |
67,177 |
$3,173,000 |
-18,706 |
|
Destiny Capital Corp/CO |
13 |
- |
2024-03-31 |
66,096 |
$3,094,000 |
-5,217 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1503 |
- |
2024-03-31 |
62,300 |
$2,916,000 |
698 |
|
USAdvisors Wealth Management LLC |
33 |
- |
2024-03-31 |
59,004 |
$2,763,000 |
4,671 |
|
TCG Advisory Services LLC |
128 |
- |
2024-03-31 |
57,485 |
$2,691,000 |
2,953 |
|
Sandbox Financial Partners LLC |
20 |
*New |
2024-03-31 |
57,048 |
$2,670,000 |
57,048 |
|
JANE STREET GROUP LLC |
2170 |
- |
2023-12-31 |
53,460 |
$2,525,000 |
-16,828 |
|
Hedeker Wealth Management Group LLC |
51 |
- |
2024-03-31 |
50,080 |
$2,344,000 |
-8,095 |
|
COOK WEALTH MANAGEMENT GROUP LLC |
12 |
- |
2024-03-31 |
49,560 |
$2,274,000 |
4,503 |
|
Aurum Wealth Management Group LLC |
49 |
- |
2024-03-31 |
47,393 |
$2,218,000 |
4,988 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1192 |
- |
2024-03-31 |
47,123 |
$2,206,000 |
1,082 |
|
Cooper Financial Group |
52 |
- |
2024-03-31 |
46,831 |
$2,192,000 |
571 |
|
Belpointe Asset Management LLC |
118 |
- |
2024-03-31 |
46,299 |
$2,167,000 |
34,945 |
|
Stratos Wealth Partners LTD. |
416 |
- |
2024-03-31 |
45,478 |
$2,129,000 |
-5,748 |
|
Financial Advocates Investment Management |
177 |
- |
2024-03-31 |
44,801 |
$2,097,000 |
-2 |
|
Avid Wealth Partners LLC |
20 |
- |
2024-03-31 |
42,009 |
$1,966,000 |
8,739 |
|
LGT Financial Advisors LLC |
8 |
- |
2024-03-31 |
40,926 |
$1,916,000 |
-647 |
|
Goss Wealth Management LLC |
681 |
- |
2023-12-31 |
39,764 |
$1,873,000 |
10,292 |
|
Arete Wealth Advisors LLC |
149 |
- |
2023-12-31 |
39,436 |
$1,863,000 |
39,436 |
|
H D Vest Advisory Services |
568 |
- |
2024-03-31 |
37,352 |
$1,748,000 |
-34,492 |
|
FINANCIAL NETWORK |
1040 |
- |
2023-12-31 |
36,320 |
$1,716,000 |
692 |
|
IFP Advisors Inc |
277 |
- |
2023-12-31 |
34,669 |
$1,638,000 |
-1,377 |
|
PFG Advisors |
206 |
- |
2024-03-31 |
34,539 |
$1,617,000 |
3,171 |
|
J P MORGAN CHASE & CO |
3104 |
- |
2024-03-31 |
34,207 |
$1,601,000 |
21,765 |
|
Northwest Financial Advisors |
17 |
- |
2024-03-31 |
33,199 |
$1,554,000 |
-292,417 |
|
MONEY CONCEPTS CAPITAL CORP |
179 |
- |
2024-03-31 |
31,159 |
$1,459,000 |
-3,001 |
|
OneAscent Financial Services LLC |
90 |
- |
2024-03-31 |
30,507 |
$1,428,000 |
-20,768 |
|
Lido Advisors LLC |
448 |
- |
2023-12-31 |
29,855 |
$1,410,000 |
-22,775 |
|
Cetera Investment Advisers |
957 |
- |
2023-12-31 |
27,992 |
$1,322,000 |
8,430 |
|
BB&T CORP |
1447 |
- |
2023-12-31 |
27,729 |
$1,310,000 |
7,102 |
|
RFG Advisory Group LLC |
311 |
- |
2024-03-31 |
26,739 |
$1,252,000 |
236 |
|
PARK AVENUE SECURITIES LLC |
582 |
- |
2024-03-31 |
25,629 |
$1,200,000 |
3,926 |
|
Founders Financial Alliance LLC |
47 |
- |
2023-12-31 |
24,612 |
$1,163,000 |
-3,183 |
|
Simplicity WealthLLC |
487 |
*New |
2024-03-31 |
23,516 |
$1,101,000 |
23,516 |
|
Treasure Coast Financial Planning |
21 |
- |
2024-03-31 |
21,873 |
$1,024,000 |
-2,639 |
|
RENAISSANCE TECHNOLOGIES LLC |
2500 |
*New |
2023-12-31 |
18,362 |
$867,000 |
18,362 |
|
LINCOLN NATIONAL CORP |
592 |
- |
2024-03-31 |
16,518 |
$773,000 |
8,995 |
|
FIRST HEARTLAND CONSULTANTS INC |
190 |
- |
2024-03-31 |
16,335 |
$765,000 |
11,005 |
|
Concurrent Investment Advisors LLC |
433 |
- |
2024-03-31 |
16,289 |
$762,000 |
4,783 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
273 |
- |
2024-03-31 |
15,903 |
$744,000 |
1,823 |
|
Atria Wealth Solutions Inc. |
1007 |
- |
2023-12-31 |
15,267 |
$721,000 |
-2,500 |
|
Orion Portfolio Solutions LLC |
1130 |
- |
2024-03-31 |
15,115 |
$708,000 |
-3,364 |
|
Financial Gravity Wealth Inc. |
258 |
- |
2023-12-31 |
183,328 |
$681,000 |
0 |
|
Kuhn & Co Investment Counsel |
48 |
- |
2024-03-31 |
14,066 |
$658,000 |
960 |
|
WCG Wealth Advisors LLC |
230 |
*New |
2023-12-31 |
13,770 |
$650,000 |
13,770 |
|
Pathway Financial Advisors LLC |
70 |
- |
2024-03-31 |
13,209 |
$618,000 |
-100 |
|
MAINSTAY CAPITAL MANAGEMENT LLC /ADV |
64 |
*New |
2024-03-31 |
12,859 |
$602,000 |
12,859 |
|
HBW Advisory Services LLC |
165 |
- |
2024-03-31 |
12,544 |
$593,000 |
0 |
|
CITADEL ADVISORS LLC |
3477 |
- |
2023-12-31 |
11,941 |
$564,000 |
11,941 |
|
|
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
|
|
|