|
Institutional
Holders
Total
Institutions:
|
140 19 |
|
Total
shares held :
|
31,102,191 |
|
% of shares
held :
|
34.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
61 |
|
Amount
of shares held :
|
8,543,423 |
|
% of shares
held change :
|
9.49% |
|
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 |
BANK OF AMERICA CORP /DE/ |
830 |
- |
2023-12-31 |
3,371,910 |
$105,338,000 |
510,656 |
|
MORGAN STANLEY |
1208 |
- |
2023-12-31 |
2,958,458 |
$92,422,000 |
667,886 |
|
WELLS FARGO & CO/MN |
583 |
- |
2024-03-31 |
2,253,875 |
$72,011,000 |
423,170 |
|
Amplius Wealth Advisors LLC |
2 |
- |
2024-03-31 |
1,722,001 |
$55,018,000 |
575,003 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
153 |
- |
2023-12-31 |
1,760,660 |
$55,003,000 |
437,558 |
|
Syntegra Private Wealth Group LLC |
6 |
- |
2024-03-31 |
1,571,558 |
$50,211,000 |
37,877 |
|
Carlson Capital Management |
8 |
- |
2024-03-31 |
1,414,173 |
$45,183,000 |
-363,019 |
|
UBS Group AG |
730 |
- |
2023-12-31 |
1,405,617 |
$43,911,000 |
323,934 |
|
LPL FINANCIAL CORP |
715 |
- |
2024-03-31 |
1,018,641 |
$32,546,000 |
202,800 |
|
AlphaCore Capital LLC |
6 |
- |
2023-12-31 |
895,178 |
$28,195,000 |
190,376 |
|
B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEM |
2 |
- |
2024-03-31 |
660,086 |
$21,090,000 |
22,555 |
|
Baird Financial Group Inc. |
318 |
- |
2023-12-31 |
645,677 |
$20,171,000 |
435,215 |
|
Pacer Advisors Inc. |
285 |
- |
2024-03-31 |
588,478 |
$18,802,000 |
68,793 |
|
RAYMOND JAMES & ASSOCIATES |
822 |
- |
2024-03-31 |
570,481 |
$18,227,000 |
331,739 |
|
Sepio Capital LLC |
13 |
- |
2023-12-31 |
526,375 |
$16,444,000 |
-82,617 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
610 |
- |
2024-03-31 |
485,635 |
$15,516,000 |
214,108 |
|
Advisor Group Holdings Inc. |
502 |
- |
2024-03-31 |
476,707 |
$15,204,000 |
34,671 |
|
JANE STREET GROUP LLC |
698 |
- |
2023-12-31 |
467,824 |
$14,615,000 |
317,253 |
|
Wealth Group Ltd |
9 |
- |
2023-12-31 |
451,072 |
$13,884,000 |
0 |
|
ROYAL BANK OF CANADA |
1302 |
- |
2023-12-31 |
427,797 |
$13,364,000 |
24,178 |
|
FINANCIAL NETWORK |
309 |
- |
2023-12-31 |
380,960 |
$11,901,000 |
-52,831 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
713 |
- |
2024-03-31 |
364,791 |
$11,655,000 |
-167,553 |
|
Holland Advisory Services Inc. |
3 |
- |
2024-03-31 |
360,279 |
$11,511,000 |
19,240 |
|
Empowered Funds LLC |
99 |
*New |
2024-03-31 |
356,934 |
$11,404,000 |
356,934 |
|
IAM Advisory LLC |
8 |
- |
2024-03-31 |
352,040 |
$11,248,000 |
3,115 |
|
HIGHTOWER ADVISORS, LLC |
685 |
- |
2024-03-31 |
318,226 |
$10,158,000 |
5,204 |
|
Certified Advisory Corp |
15 |
- |
2024-03-31 |
303,898 |
$9,710,000 |
9,698 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
489 |
- |
2024-03-31 |
283,097 |
$9,045,000 |
28,945 |
|
BANK OF MONTREAL /CAN/ |
920 |
- |
2023-12-31 |
262,532 |
$8,265,000 |
262,532 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
539 |
- |
2024-03-31 |
244,436 |
$7,810,000 |
36,720 |
|
Onyx Bridge Wealth Group LLC |
19 |
- |
2024-03-31 |
217,040 |
$6,906,000 |
-11,358 |
|
INSTRUMENTAL WEALTH LLC |
|
- |
2023-12-31 |
210,531 |
$6,459,000 |
8,216 |
|
Cetera Investment Advisers |
376 |
- |
2023-12-31 |
196,350 |
$6,134,000 |
181,786 |
|
One + One Wealth Management LLC |
7 |
- |
2024-03-31 |
182,712 |
$5,838,000 |
-74,122 |
|
CASTLE WEALTH MANAGEMENT LLC |
7 |
- |
2024-03-31 |
176,068 |
$5,625,000 |
-1,259 |
|
Madrona Financial Services LLC |
15 |
- |
2024-03-31 |
169,554 |
$5,417,000 |
-139,246 |
|
Inspire Advisors LLC |
15 |
- |
2024-03-31 |
151,317 |
$4,835,000 |
19,580 |
|
WealthPlan Investment Management LLC |
54 |
*New |
2023-12-31 |
152,463 |
$4,763,000 |
152,463 |
|
ENVESTNET ASSET MANAGEMENT INC |
1923 |
- |
2023-12-31 |
152,027 |
$4,749,000 |
-99,411 |
|
Feltz Wealth PLAN Inc. |
67 |
- |
2024-03-31 |
144,582 |
$4,619,000 |
-3,141 |
|
MML INVESTORS SERVICES LLC |
639 |
- |
2023-12-31 |
145,692 |
$4,551,000 |
46,288 |
|
Patriot Financial Group Insurance Agency LLC |
26 |
- |
2024-03-31 |
140,656 |
$4,494,000 |
8,491 |
|
BCGM Wealth Management LLC |
14 |
- |
2024-03-31 |
139,459 |
$4,456,000 |
-53,434 |
|
CHANNEL WEALTH LLC |
18 |
- |
2024-03-31 |
127,518 |
$4,074,000 |
32,818 |
|
OLD MISSION CAPITAL LLC |
169 |
- |
2023-12-31 |
121,036 |
$3,781,000 |
121,036 |
|
Smart Money Group LLC |
23 |
- |
2024-03-31 |
109,762 |
$3,454,000 |
13,587 |
|
Goss Wealth Management LLC |
458 |
- |
2023-12-31 |
110,043 |
$3,401,000 |
-8,512 |
|
Kestra Advisory Services LLC |
614 |
- |
2023-12-31 |
102,447 |
$3,200,000 |
3,308 |
|
Atria Wealth Solutions Inc. |
444 |
- |
2023-12-31 |
102,052 |
$3,192,000 |
-9,770 |
|
Bleakley Financial Group LLC |
226 |
- |
2024-03-31 |
90,928 |
$2,905,000 |
5,861 |
|
Simplicity WealthLLC |
271 |
*New |
2024-03-31 |
90,928 |
$2,905,000 |
90,928 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
306 |
- |
2024-03-31 |
84,429 |
$2,698,000 |
22,748 |
|
Sawtooth Asset Management Inc. |
242 |
- |
2023-12-31 |
85,067 |
$2,657,000 |
-1,978 |
|
Rockefeller Capital Management L.P. |
824 |
- |
2023-12-31 |
82,537 |
$2,578,000 |
14,744 |
|
IVC Wealth Advisors LLC |
13 |
- |
2024-03-31 |
78,443 |
$2,506,000 |
14,452 |
|
LINCOLN NATIONAL CORP |
287 |
- |
2024-03-31 |
77,304 |
$2,470,000 |
50,517 |
|
Financial Advocates Investment Management |
165 |
- |
2024-03-31 |
72,618 |
$2,320,000 |
7,686 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1223 |
- |
2023-12-31 |
73,587 |
$2,299,000 |
-2,140 |
|
Trilogy Capital Inc. |
130 |
*New |
2024-03-31 |
69,050 |
$2,206,000 |
69,050 |
|
Empirical Asset Management LLC |
17 |
- |
2024-03-31 |
67,776 |
$2,165,000 |
-2,383 |
|
Bridge Advisory LLC |
29 |
- |
2024-03-31 |
65,467 |
$2,092,000 |
-14,400 |
|
MERCER GLOBAL ADVISORS INC /ADV |
735 |
- |
2023-12-31 |
65,671 |
$2,052,000 |
-18,642 |
|
DAVENPORT & CO LLC |
438 |
- |
2024-03-31 |
63,830 |
$2,039,000 |
-80,014 |
|
Foundations Investment Advisors LLC |
225 |
- |
2023-12-31 |
63,179 |
$1,973,000 |
2,592 |
|
NewEdge Wealth LLC |
326 |
- |
2024-03-31 |
61,082 |
$1,936,000 |
15,066 |
|
Equitable Holdings Inc. |
426 |
- |
2023-12-31 |
60,453 |
$1,889,000 |
14,475 |
|
CITADEL ADVISORS LLC |
2407 |
- |
2023-12-31 |
57,305 |
$1,790,000 |
48,423 |
|
COZAD ASSET MANAGEMENT INC |
134 |
- |
2024-03-31 |
54,349 |
$1,736,000 |
1,379 |
|
AE Wealth Management LLC |
959 |
- |
2023-12-31 |
53,230 |
$1,647,000 |
6,492 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
164 |
*New |
2024-03-31 |
50,580 |
$1,616,000 |
50,580 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
129 |
- |
2024-03-31 |
48,309 |
$1,543,000 |
8,910 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
183 |
- |
2024-03-31 |
48,023 |
$1,534,000 |
13,052 |
|
Prosperitas Financial LLC |
38 |
- |
2024-03-31 |
47,899 |
$1,530,000 |
4,731 |
|
PERSONAL CFO SOLUTIONS LLC |
73 |
- |
2023-12-31 |
48,820 |
$1,525,000 |
4,779 |
|
GREENWOOD CAPITAL ASSOCIATES LLC |
104 |
- |
2024-03-31 |
46,597 |
$1,489,000 |
1,270 |
|
Wealthcare Advisory Partners LLC |
291 |
- |
2024-03-31 |
45,240 |
$1,445,000 |
-690 |
|
SECURED RETIREMENT ADVISORS LLC |
29 |
- |
2023-12-31 |
45,706 |
$1,428,000 |
0 |
|
STIFEL FINANCIAL CORP |
1919 |
- |
2023-12-31 |
44,394 |
$1,387,000 |
12,850 |
|
MULTIFINANCIAL SECURITIES CORP |
650 |
- |
2023-12-31 |
43,374 |
$1,355,000 |
7,607 |
|
Steward Partners Investment Advisory LLC |
626 |
- |
2023-12-31 |
42,945 |
$1,342,000 |
-563 |
|
AVAII WEALTH MANAGEMENT LLC |
23 |
*New |
2024-03-31 |
38,655 |
$1,235,000 |
38,655 |
|
HBW Advisory Services LLC |
109 |
- |
2024-03-31 |
39,376 |
$1,230,000 |
0 |
|
BigSur Wealth Management LLC |
56 |
- |
2023-12-31 |
33,300 |
$1,049,000 |
0 |
|
VERUS CAPITAL PARTNERS LLC |
115 |
- |
2024-03-31 |
32,566 |
$1,040,000 |
22,650 |
|
Investment Partners Asset Management Inc. |
34 |
- |
2024-03-31 |
31,512 |
$1,007,000 |
385 |
|
Insight Advisors LLC/ PA |
86 |
*New |
2024-03-31 |
31,365 |
$1,002,000 |
31,365 |
|
Per Stirling Capital Management LLC. |
88 |
- |
2023-12-31 |
31,508 |
$984,000 |
376 |
|
COMERICA BANK |
1573 |
- |
2023-12-31 |
29,084 |
$909,000 |
20,762 |
|
Anson Capital Inc. |
28 |
- |
2024-03-31 |
25,602 |
$818,000 |
-112 |
|
Moors & Cabot Inc. |
354 |
- |
2024-03-31 |
24,825 |
$793,000 |
3,925 |
|
H D Vest Advisory Services |
856 |
- |
2024-03-31 |
23,852 |
$762,000 |
6,034 |
|
J P MORGAN CHASE & CO |
3522 |
- |
2024-03-31 |
23,138 |
$739,000 |
20,736 |
|
DANA INVESTMENT ADVISORS INC |
289 |
- |
2023-12-31 |
22,566 |
$705,000 |
1,052 |
|
J Arnold Wealth Management Co |
20 |
*New |
2023-12-31 |
22,255 |
$695,000 |
22,255 |
|
JANNEY MONTGOMERY SCOTT LLC |
1737 |
- |
2024-03-31 |
21,210 |
$678,000 |
5,046 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
902 |
- |
2023-12-31 |
20,978 |
$655,000 |
-1,633 |
|
Day & Ennis LLC |
67 |
- |
2023-12-31 |
20,889 |
$653,000 |
2,401 |
|
Fortress Wealth Group LLC |
42 |
- |
2023-12-31 |
19,646 |
$616,000 |
-9,785 |
|
BARRETT & COMPANY INC. |
63 |
- |
2024-03-31 |
18,756 |
$599,000 |
36 |
|
LAKE STREET FINANCIAL LLC |
207 |
- |
2024-03-31 |
18,440 |
$589,000 |
2,152 |
|
|
100 Records found
|
1
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