|
Institutional
Holders
Total
Institutions:
|
207 7 |
|
Total
shares held :
|
87,604,886 |
|
% of shares
held :
|
53.55% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-18,894,058 |
|
% of shares
held change :
|
-11.55% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$33.52 |
|
Last
Quarter's Ending
Price :
|
$35.55 |
|
Last
Quarter's Average
Price :
|
$34.27 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
1.09 (3.18%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
18
|
183,449
|
0.21%
|
|
|
Increased
Positions : |
73
|
5,577,016
|
6.37%
|
|
|
Unchanged
Positions : |
36
|
8,767,545
|
10.01%
|
|
|
Decreased
Positions : |
80
|
-11,443,964
|
-13.06%
|
|
|
Closed
Positions : |
25
|
-13,210,559
|
-15.08%
|
|
|
Guru
Positions : |
1
|
6,131
|
0.01%
|
|
|
|
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/ |
162 |
- |
2023-12-31 |
15,169,474 |
$539,275,000 |
150,639 |
|
ING INVESTMENT MANAGEMENT LLC |
138 |
- |
2023-12-31 |
4,075,900 |
$144,898,000 |
11,246 |
|
VALMARK ADVISERS INC |
10 |
- |
2023-12-31 |
3,817,845 |
$135,724,000 |
28,936 |
|
BTS ASSET MANAGEMENT, INC. |
1 |
- |
2024-03-31 |
2,050,270 |
$73,250,000 |
375,539 |
|
Elm Partners Management LLC |
|
- |
2024-03-31 |
1,505,008 |
$53,744,000 |
126,249 |
|
AMERICAN CENTURY COMPANIES INC |
490 |
- |
2023-12-31 |
1,464,188 |
$52,052,000 |
18,099 |
|
MACQUARIE GROUP LTD |
485 |
- |
2023-12-31 |
1,186,553 |
$42,182,000 |
1,146,808 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
18 |
- |
2023-12-31 |
1,131,875 |
$40,238,000 |
1,131,875 |
|
Kensington Asset Management LLC |
13 |
- |
2024-03-31 |
1,083,000 |
$38,674,000 |
54,800 |
|
PRUDENTIAL CORP PLC |
38 |
- |
2023-12-31 |
1,002,460 |
$35,637,000 |
215,321 |
|
Wealthfront Advisers LLC |
68 |
- |
2024-03-31 |
675,242 |
$24,113,000 |
20,596 |
|
FIFTH THIRD BANCORP |
179 |
- |
2024-03-31 |
584,469 |
$20,871,000 |
35,872 |
|
PFS INVESTMENTS INC. |
93 |
- |
2023-06-30 |
527,551 |
$18,200,000 |
38,019 |
|
REGIONS FINANCIAL CORP |
142 |
- |
2024-03-31 |
443,492 |
$15,837,000 |
14,672 |
|
Performa Ltd (US) LLC |
4 |
- |
2023-12-31 |
358,574 |
$12,747,000 |
54,315 |
|
BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
327,095 |
$11,681,000 |
327,053 |
|
UBS Group AG |
1384 |
- |
2023-12-31 |
317,822 |
$11,299,000 |
8,424 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
672 |
- |
2024-03-31 |
257,625 |
$9,200,000 |
15,172 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
733 |
- |
2023-12-31 |
254,664 |
$9,053,000 |
27,821 |
|
LPL FINANCIAL CORP |
1322 |
- |
2023-12-31 |
247,707 |
$8,806,000 |
32,364 |
|
Betterment LLC |
81 |
- |
2023-12-31 |
229,237 |
$8,149,000 |
30,502 |
|
Envestnet Portfolio Solutions Inc. |
235 |
- |
2023-12-31 |
224,156 |
$7,969,000 |
29,769 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
|
- |
2024-03-31 |
222,146 |
$7,933,000 |
104,405 |
|
Cetera Investment Advisers |
397 |
- |
2023-12-31 |
158,246 |
$5,626,000 |
38,080 |
|
Dynamic Advisors Solutions LLC |
151 |
- |
2024-03-31 |
151,376 |
$5,406,000 |
6,586 |
|
Avenue 1 Advisors LLC |
12 |
- |
2024-03-31 |
147,557 |
$5,269,000 |
27,155 |
|
TOEWS CORP /ADV |
11 |
- |
2024-03-31 |
146,100 |
$5,217,000 |
5,200 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1116 |
- |
2024-03-31 |
144,685 |
$5,167,000 |
10,980 |
|
Marion Wealth Management |
17 |
- |
2024-03-31 |
144,402 |
$5,157,000 |
1,979 |
|
Revisor Wealth Management LLC |
9 |
- |
2024-03-31 |
136,254 |
$4,854,000 |
122,257 |
|
W. E. Donoghue & Co. LLC |
10 |
- |
2023-12-31 |
130,111 |
$4,625,000 |
102,878 |
|
DRAVO BAY LLC |
|
- |
2024-03-31 |
126,241 |
$4,508,000 |
16,226 |
|
LAKE STREET FINANCIAL LLC |
44 |
- |
2024-03-31 |
124,686 |
$4,453,000 |
2,868 |
|
FINANCIAL NETWORK |
632 |
- |
2023-12-31 |
121,915 |
$4,334,000 |
20,650 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
58 |
- |
2024-03-31 |
104,935 |
$3,747,000 |
1,293 |
|
WINDHAM CAPITAL MANAGEMENT, LLC |
21 |
- |
2023-12-31 |
98,122 |
$3,488,000 |
2,047 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
969 |
- |
2024-03-31 |
93,442 |
$3,337,000 |
53,919 |
|
COLONY GROUP LLC |
285 |
- |
2023-09-30 |
84,605 |
$2,868,000 |
3,242 |
|
VisionPoint Advisory Group LLC |
30 |
- |
2023-12-31 |
61,102 |
$2,172,000 |
61,102 |
|
Curran Financial Partners LLC |
|
- |
2024-03-31 |
55,923 |
$1,997,000 |
5,417 |
|
MULTIFINANCIAL SECURITIES CORP |
516 |
- |
2023-12-31 |
54,148 |
$1,925,000 |
12,893 |
|
Congress Wealth Management LLC / DE / |
321 |
- |
2024-03-31 |
52,950 |
$1,891,000 |
1,903 |
|
HIGHTOWER ADVISORS, LLC |
1528 |
- |
2023-12-31 |
45,057 |
$1,595,000 |
30,628 |
|
Tranquilli Financial Advisor LLC |
25 |
- |
2023-12-31 |
36,798 |
$1,308,000 |
10,526 |
|
ATRIA INVESTMENTS LLC |
783 |
- |
2023-12-31 |
36,695 |
$1,305,000 |
36,695 |
|
Perigon Wealth Management LLC |
|
- |
2024-03-31 |
34,309 |
$1,225,000 |
993 |
|
Ten Capital Wealth Advisors LLC |
32 |
- |
2023-06-30 |
35,487 |
$1,224,000 |
355 |
|
Bogart Wealth LLC |
120 |
- |
2024-03-31 |
26,116 |
$933,000 |
975 |
|
Kestra Advisory Services LLC |
1171 |
- |
2023-12-31 |
25,517 |
$907,000 |
429 |
|
Crabel Capital Management LLC |
52 |
- |
2023-12-31 |
24,770 |
$881,000 |
24,770 |
|
HENGEHOLD CAPITAL MANAGEMENT LLC |
86 |
- |
2024-03-31 |
24,179 |
$863,000 |
811 |
|
Atria Wealth Solutions Inc. |
928 |
- |
2023-12-31 |
23,759 |
$845,000 |
4,821 |
|
Fifth Third Securities Inc. |
179 |
- |
2024-03-31 |
18,107 |
$647,000 |
2,786 |
|
Whitcomb & Hess Inc. |
29 |
- |
2024-03-31 |
17,999 |
$643,000 |
2,337 |
|
Strategic Blueprint LLC |
347 |
- |
2024-03-31 |
16,480 |
$589,000 |
2,283 |
|
H D Vest Advisory Services |
944 |
- |
2023-12-31 |
15,298 |
$544,000 |
2,251 |
|
Rockefeller Capital Management L.P. |
1323 |
- |
2023-12-31 |
14,880 |
$529,000 |
14,880 |
|
Simplicity WealthLLC |
730 |
- |
2024-03-31 |
14,003 |
$500,000 |
558 |
|
Sowell Financial Services LLC |
|
- |
2024-03-31 |
12,230 |
$437,000 |
79 |
|
PROEQUITIES INC. |
|
- |
2024-03-31 |
11,213 |
$400,000 |
3,144 |
|
Ahrens Investment Partners LLC |
95 |
- |
2023-03-31 |
10,201 |
$354,000 |
651 |
|
Wealthcare Advisory Partners LLC |
653 |
- |
2024-03-31 |
8,689 |
$310,000 |
70 |
|
TOWER RESEARCH CAPITAL LLC |
1833 |
- |
2023-12-31 |
7,775 |
$276,000 |
7,053 |
|
STIFEL FINANCIAL CORP |
2915 |
- |
2023-12-31 |
7,191 |
$256,000 |
146 |
|
Miracle Mile Advisors LLC |
444 |
- |
2024-03-31 |
6,986 |
$249,000 |
38 |
|
Adams Wealth Management |
89 |
- |
2023-12-31 |
6,468 |
$230,000 |
6,468 |
|
Summit Financial LLC |
371 |
- |
2024-03-31 |
5,729 |
$205,000 |
5,729 |
|
FTB Advisors Inc. |
502 |
- |
2024-03-31 |
5,624 |
$201,000 |
3,216 |
|
SUMMIT INVESTMENT ADVISORS INC |
1399 |
- |
2023-12-31 |
4,578 |
$163,000 |
2,348 |
|
Hexagon Capital Partners LLC |
234 |
- |
2024-03-31 |
4,288 |
$153,000 |
932 |
|
Concord Wealth Partners |
|
- |
2024-03-31 |
4,000 |
$143,000 |
40 |
|
Headlands Technologies LLC |
371 |
- |
2023-12-31 |
3,120 |
$111,000 |
3,120 |
|
J P MORGAN CHASE & CO |
4546 |
- |
2023-12-31 |
2,510 |
$89,000 |
35 |
|
IFP Advisors Inc |
1406 |
- |
2023-12-31 |
1,837 |
$65,000 |
294 |
|
Fortitude Family Office LLC |
145 |
- |
2024-03-31 |
1,446 |
$52,000 |
21 |
|
EverSource Wealth Advisors LLC |
925 |
- |
2023-12-31 |
1,290 |
$46,000 |
12 |
|
WEBSTER BANK |
356 |
- |
2024-03-31 |
1,284 |
$46,000 |
25 |
|
FMR LLC |
3464 |
- |
2023-12-31 |
1,112 |
$40,000 |
741 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
616 |
$22,000 |
2 |
|
Spire Wealth Management |
1649 |
- |
2024-03-31 |
332 |
$12,000 |
151 |
|
ORG Partners LLC |
659 |
- |
2023-12-31 |
306 |
$11,000 |
46 |
|
Silicon Valley Capital Partners |
|
- |
2024-03-31 |
316 |
$11,000 |
4 |
|
Coppell Advisory Solutions LLC |
1109 |
- |
2023-12-31 |
145 |
$5,000 |
58 |
|
GRADIENT INVESTMENTS LLC |
793 |
- |
2024-03-31 |
71 |
$3,000 |
57 |
|
First Pacific Financial |
394 |
- |
2024-03-31 |
18 |
$1,000 |
4 |
|
Hartland & Co. LLC |
1377 |
- |
2023-12-31 |
24 |
$1,000 |
20 |
|
|
86 Records found
|
1
|
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