|
Institutional
Holders
Total
Institutions:
|
211 9 |
|
Total
shares held :
|
26,373,163 |
|
% of shares
held :
|
25.84% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
23 |
|
Amount
of shares held :
|
-198,862 |
|
% of shares
held change :
|
-0.19% |
|
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 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV |
14 |
- |
2023-12-31 |
4,516,919 |
$178,147,000 |
0 |
|
MORGAN STANLEY |
927 |
- |
2023-12-31 |
3,720,906 |
$146,753,000 |
-28,166 |
|
LPL FINANCIAL CORP |
305 |
- |
2023-12-31 |
2,334,484 |
$92,072,000 |
-31,121 |
|
BANK OF AMERICA CORP /DE/ |
976 |
- |
2023-12-31 |
1,836,221 |
$72,421,000 |
3,721 |
|
UBS Group AG |
660 |
- |
2023-12-31 |
1,281,476 |
$50,541,000 |
71,103 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
309 |
- |
2024-03-31 |
974,217 |
$39,738,000 |
-26,488 |
|
AMERIPRISE FINANCIAL INC |
998 |
- |
2023-12-31 |
794,824 |
$31,356,000 |
96,042 |
|
ROYAL BANK OF CANADA |
922 |
- |
2023-12-31 |
755,361 |
$29,792,000 |
-9,366 |
|
Brookstone Capital Management |
43 |
- |
2024-03-31 |
724,105 |
$29,536,000 |
3,643 |
|
CENTAURUS FINANCIAL INC. |
6 |
- |
2023-12-31 |
719,447 |
$28,375,000 |
96,179 |
|
Advisor Group Holdings Inc. |
510 |
- |
2023-12-31 |
473,627 |
$18,683,000 |
-127,014 |
|
WELLS FARGO & CO/MN |
1157 |
- |
2023-12-31 |
443,317 |
$17,484,000 |
-143,536 |
|
RAYMOND JAMES & ASSOCIATES |
933 |
- |
2024-03-31 |
362,206 |
$14,774,000 |
57,836 |
|
J P MORGAN CHASE & CO |
1784 |
- |
2023-12-31 |
367,779 |
$14,505,000 |
367,148 |
|
PRINCIPAL SECURITIES INC. |
34 |
- |
2023-12-31 |
364,533 |
$14,377,000 |
0 |
|
Hamilton Wealth LLC |
8 |
- |
2023-12-31 |
323,773 |
$12,770,000 |
-11,488 |
|
IHT Wealth Management LLC |
32 |
- |
2023-12-31 |
311,896 |
$12,301,000 |
122,998 |
|
Caerus Investment Advisors LLC |
2 |
- |
2024-03-31 |
279,883 |
$11,416,000 |
-2,152 |
|
OLD SECOND NATIONAL BANK OF AURORA |
5 |
- |
2023-12-31 |
274,451 |
$10,824,000 |
-41,840 |
|
One Capital Management LLC |
71 |
- |
2023-12-31 |
214,799 |
$8,472,000 |
-13,097 |
|
OLD MISSION CAPITAL LLC |
74 |
- |
2023-12-31 |
202,499 |
$7,987,000 |
137,896 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
870 |
- |
2023-12-31 |
187,528 |
$7,396,000 |
-1,898 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
425 |
- |
2023-09-30 |
187,432 |
$7,289,000 |
141,055 |
|
AE Wealth Management LLC |
494 |
- |
2023-12-31 |
170,123 |
$6,788,000 |
1,982 |
|
Baird Financial Group Inc. |
580 |
- |
2023-12-31 |
166,277 |
$6,558,000 |
-3,289 |
|
J.W. COLE ADVISORS INC. |
60 |
- |
2023-12-31 |
153,599 |
$6,058,000 |
10,707 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
141,921 |
$5,597,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
689 |
- |
2024-03-31 |
136,236 |
$5,557,000 |
159 |
|
JANNEY MONTGOMERY SCOTT LLC |
698 |
- |
2023-12-31 |
136,384 |
$5,379,000 |
7,383 |
|
Thrive Capital Management LLC |
6 |
- |
2023-12-31 |
136,141 |
$5,369,000 |
755 |
|
ENVESTNET ASSET MANAGEMENT INC |
1869 |
- |
2023-12-31 |
132,150 |
$5,212,000 |
10,469 |
|
STIFEL FINANCIAL CORP |
1102 |
- |
2023-12-31 |
125,026 |
$4,931,000 |
-6,199 |
|
JUNCTURE WEALTH STRATEGIES LLC |
8 |
- |
2024-03-31 |
120,429 |
$4,912,000 |
13,808 |
|
TCG Advisory Services LLC |
81 |
- |
2023-12-31 |
120,036 |
$4,734,000 |
39,857 |
|
River Street Advisors LLC |
5 |
- |
2024-03-31 |
105,327 |
$4,296,000 |
-1,979 |
|
Belpointe Asset Management LLC |
46 |
- |
2023-12-31 |
107,707 |
$4,248,000 |
-7,645 |
|
RENAISSANCE TECHNOLOGIES LLC |
1479 |
- |
2023-12-31 |
103,652 |
$4,088,000 |
84,052 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
67 |
- |
2023-12-31 |
101,887 |
$4,018,000 |
59,784 |
|
H D Vest Advisory Services |
331 |
- |
2023-12-31 |
95,959 |
$3,785,000 |
65,832 |
|
StoneCrest Wealth Management Inc. |
12 |
- |
2024-03-31 |
91,914 |
$3,749,000 |
8,879 |
|
XML Financial LLC |
74 |
- |
2023-12-31 |
92,559 |
$3,651,000 |
-37,659 |
|
Flaharty Asset Management LLC |
28 |
- |
2023-12-31 |
81,979 |
$3,233,000 |
5,794 |
|
Uniplan Investment Counsel Inc. |
84 |
- |
2023-12-31 |
80,816 |
$3,192,000 |
-5,944 |
|
Investment Partners Asset Management Inc. |
5 |
- |
2024-03-31 |
76,234 |
$3,110,000 |
-398 |
|
Atria Wealth Solutions Inc. |
460 |
- |
2023-12-31 |
76,537 |
$3,033,000 |
-11,566 |
|
PFG Investments LLC |
117 |
- |
2024-03-31 |
73,680 |
$3,005,000 |
49,648 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
89 |
*New |
2023-12-31 |
75,008 |
$2,958,000 |
75,008 |
|
FINANCIAL NETWORK |
821 |
- |
2023-12-31 |
69,983 |
$2,760,000 |
-1,470 |
|
JANE STREET GROUP LLC |
2115 |
- |
2023-12-31 |
67,101 |
$2,646,000 |
67,101 |
|
Change Path LLC |
121 |
- |
2023-12-31 |
64,726 |
$2,553,000 |
-2,340 |
|
ELCO Management Co. LLC |
15 |
- |
2023-12-31 |
64,200 |
$2,532,000 |
-400 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1666 |
- |
2023-12-31 |
63,545 |
$2,506,000 |
-93,894 |
|
WEDBUSH MORGAN SECURITIES INC |
133 |
- |
2023-12-31 |
63,334 |
$2,498,000 |
7,501 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
709 |
- |
2023-12-31 |
61,726 |
$2,434,000 |
-1,753 |
|
Newbridge Financial Services Group Inc. |
16 |
- |
2024-03-31 |
57,453 |
$2,344,000 |
28,512 |
|
Concurrent Investment Advisors LLC |
209 |
- |
2023-12-31 |
56,257 |
$2,219,000 |
0 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
63 |
- |
2023-12-31 |
55,829 |
$2,202,000 |
-14,223 |
|
Cetera Investment Advisers |
762 |
- |
2023-12-31 |
55,450 |
$2,187,000 |
1,951 |
|
Ameritas Advisory Services LLC |
171 |
- |
2023-12-31 |
51,473 |
$2,058,000 |
-16,739 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
50,645 |
$2,001,000 |
77 |
|
Good Life Advisors LLC |
104 |
- |
2023-12-31 |
48,723 |
$1,922,000 |
431 |
|
Oversea-Chinese Banking CORP Ltd |
141 |
- |
2023-12-31 |
48,622 |
$1,918,000 |
0 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
78 |
- |
2024-03-31 |
46,745 |
$1,907,000 |
-2,238 |
|
BEAM Asset Management LLC |
23 |
- |
2023-12-31 |
46,508 |
$1,834,000 |
-1,846 |
|
CITADEL ADVISORS LLC |
2394 |
- |
2023-12-31 |
46,035 |
$1,816,000 |
20,051 |
|
BANGOR SAVINGS BANK |
74 |
- |
2024-03-31 |
43,942 |
$1,792,000 |
3,080 |
|
HBW Advisory Services LLC |
93 |
- |
2024-03-31 |
45,175 |
$1,782,000 |
0 |
|
NATIONAL ASSET MANAGEMENT, INC. |
405 |
- |
2023-12-31 |
40,791 |
$1,621,000 |
3,801 |
|
GOODMAN & COMPANY INVESTMENT COUNSEL LTD. |
527 |
- |
2023-12-31 |
39,960 |
$1,576,000 |
17,676 |
|
Western Wealth Management LLC |
204 |
- |
2023-12-31 |
36,478 |
$1,439,000 |
12,469 |
|
Private Advisor Group LLC |
930 |
- |
2023-12-31 |
36,030 |
$1,421,000 |
-49,070 |
|
Significant Wealth Partners LLC |
29 |
- |
2023-12-31 |
35,785 |
$1,411,000 |
0 |
|
Castle Rock Wealth Management LLC |
62 |
- |
2023-12-31 |
35,385 |
$1,389,000 |
-1,868 |
|
Rockefeller Capital Management L.P. |
1040 |
- |
2023-12-31 |
34,460 |
$1,359,000 |
24,313 |
|
MAS Advisors LLC |
17 |
- |
2023-12-31 |
33,881 |
$1,336,000 |
-579 |
|
Berger Financial Group Inc |
131 |
- |
2024-03-31 |
31,953 |
$1,303,000 |
-1,134 |
|
MONTCHANIN ASSET MANAGEMENT LLC |
18 |
- |
2023-06-30 |
28,175 |
$1,157,000 |
3,800 |
|
REGAL INVESTMENT ADVISORS, LLC |
211 |
- |
2023-12-31 |
28,638 |
$1,129,000 |
222 |
|
MML INVESTORS SERVICES LLC |
1279 |
- |
2023-12-31 |
28,469 |
$1,123,000 |
-11,460 |
|
COMERICA BANK |
1479 |
- |
2023-12-31 |
28,109 |
$1,109,000 |
-3,366 |
|
McAdam LLC |
109 |
- |
2024-03-31 |
27,030 |
$1,103,000 |
494 |
|
COMERICA SECURITIESINC. |
193 |
- |
2023-09-30 |
28,023 |
$1,090,000 |
-4,290 |
|
RSM US WEALTH MANAGEMENT LLC |
250 |
- |
2023-12-31 |
27,612 |
$1,089,000 |
-4,824 |
|
MARINER WEALTH ADVISORS, LLC |
1371 |
- |
2023-12-31 |
27,477 |
$1,084,000 |
-560 |
|
Bensler LLC |
|
- |
2023-12-31 |
26,854 |
$1,059,000 |
-8,788 |
|
Anfield Capital Management LLC |
45 |
- |
2023-12-31 |
26,565 |
$1,048,000 |
-20,701 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
172 |
- |
2023-12-31 |
25,905 |
$1,022,000 |
19,445 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1221 |
- |
2024-03-31 |
24,913 |
$1,016,000 |
373 |
|
Pasadena Private Wealth LLC |
46 |
- |
2024-03-31 |
24,809 |
$1,012,000 |
-7,035 |
|
Goss Wealth Management LLC |
929 |
- |
2023-12-31 |
24,730 |
$982,000 |
9,104 |
|
Blue Chip Partners Inc. |
75 |
- |
2024-03-31 |
24,036 |
$980,000 |
1,795 |
|
Stratos Wealth Partners LTD. |
647 |
- |
2024-03-31 |
23,930 |
$976,000 |
-582 |
|
VERUS CAPITAL PARTNERS LLC |
107 |
- |
2023-12-31 |
24,557 |
$969,000 |
408 |
|
ADVISORY SERVICES NETWORK, LLC |
650 |
- |
2023-12-31 |
24,048 |
$948,000 |
2,974 |
|
Equitable Holdings Inc. |
611 |
- |
2023-12-31 |
22,452 |
$885,000 |
1,232 |
|
Joseph P. Lucia & Associates LLC |
56 |
- |
2023-12-31 |
22,389 |
$883,000 |
10 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
374 |
- |
2023-12-31 |
22,073 |
$871,000 |
12,082 |
|
Procyon Private Wealth Partners LLC |
247 |
*New |
2024-03-31 |
20,000 |
$816,000 |
20,000 |
|
BB&T CORP |
1681 |
- |
2023-12-31 |
20,325 |
$802,000 |
-411 |
|
Lido Advisors LLC |
626 |
- |
2023-12-31 |
19,754 |
$785,000 |
-14,797 |
|
|
100 Records found
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1
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