|
Institutional
Holders
Total
Institutions:
|
364 23 |
|
Total
shares held :
|
143,176,393 |
|
% of shares
held :
|
22.94% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
63 |
|
Amount
of shares held :
|
4,488,753 |
|
% of shares
held change :
|
0.72% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$57.36 |
|
Last
Quarter's Ending
Price :
|
$63.66 |
|
Last
Quarter's Average
Price :
|
$59.62 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.85 (13.17%) |
|
|
|
|
|
|
|
|
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/ |
95 |
- |
2023-12-31 |
32,782,617 |
$2,086,941,000 |
1,115,543 |
|
CREATIVE PLANNING |
13 |
- |
2023-12-31 |
18,186,121 |
$1,157,728,000 |
201,942 |
|
MORGAN STANLEY |
358 |
- |
2023-12-31 |
8,647,764 |
$550,517,000 |
366,481 |
|
SEI INVESTMENTS CO |
17 |
- |
2024-03-31 |
6,704,272 |
$450,057,000 |
1,018,240 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
14 |
- |
2024-03-31 |
2,063,888 |
$138,549,000 |
374,099 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
58 |
- |
2024-03-31 |
1,560,480 |
$104,755,000 |
43,547 |
|
MCF Advisors LLC |
3 |
- |
2024-03-31 |
1,399,766 |
$93,966,000 |
14,154 |
|
Stratos Wealth Partners LTD. |
9 |
- |
2024-03-31 |
1,359,017 |
$91,231,000 |
10,522 |
|
TFC Financial Management |
2 |
- |
2024-03-31 |
1,352,949 |
$90,823,000 |
361,305 |
|
Buckingham Strategic Partners |
6 |
- |
2023-12-31 |
1,395,104 |
$88,812,000 |
111,356 |
|
UBS Group AG |
475 |
- |
2023-12-31 |
1,323,707 |
$84,267,000 |
56,815 |
|
SageView Advisory Group LLC |
6 |
- |
2024-03-31 |
1,587,494 |
$79,295,000 |
1,571,022 |
|
J P MORGAN CHASE & CO |
972 |
- |
2024-03-31 |
1,175,383 |
$78,903,000 |
259,349 |
|
DAVIDSON INVESTMENT ADVISORS |
1 |
- |
2023-12-31 |
1,235,947 |
$78,680,000 |
99,308 |
|
ENVESTNET ASSET MANAGEMENT INC |
494 |
- |
2023-12-31 |
1,091,498 |
$69,485,000 |
88,432 |
|
LITMAN GREGORY ASSET MANAGEMENT LLC |
5 |
- |
2024-03-31 |
887,261 |
$59,562,000 |
64,730 |
|
Clarius Group LLC |
6 |
- |
2024-03-31 |
882,687 |
$59,255,000 |
132,148 |
|
MARINER WEALTH ADVISORS, LLC |
158 |
- |
2023-12-31 |
832,840 |
$53,019,000 |
44,883 |
|
PNC FINANCIAL SERVICES GROUP INC |
275 |
- |
2024-03-31 |
703,627 |
$47,234,000 |
21,226 |
|
HORIZON INVESTMENTS, LLC/SC |
12 |
- |
2023-12-31 |
721,176 |
$45,910,000 |
648,965 |
|
ROCK CREEK GROUP, LP |
5 |
- |
2023-12-31 |
606,286 |
$38,841,000 |
35,543 |
|
Foster Group Inc. |
15 |
- |
2024-03-31 |
574,195 |
$38,546,000 |
142,948 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
305 |
- |
2024-03-31 |
541,149 |
$36,327,000 |
19,560 |
|
LPL FINANCIAL CORP |
684 |
- |
2024-03-31 |
520,990 |
$34,974,000 |
35,567 |
|
Standpoint Asset Management LLC |
5 |
- |
2024-03-31 |
512,300 |
$34,391,000 |
18,400 |
|
BB&T CORP |
298 |
- |
2023-12-31 |
511,111 |
$32,537,000 |
11,328 |
|
CAPTRUST FINANCIAL ADVISORS |
172 |
- |
2023-12-31 |
468,400 |
$29,818,000 |
443,526 |
|
Divergent Wealth Advisors LLC |
5 |
- |
2024-03-31 |
401,962 |
$26,984,000 |
8,056 |
|
DDFG Inc |
3 |
- |
2024-03-31 |
397,447 |
$26,681,000 |
9,597 |
|
HIGHTOWER ADVISORS, LLC |
468 |
- |
2024-03-31 |
302,969 |
$20,336,000 |
12,916 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
291 |
- |
2023-12-31 |
282,178 |
$17,964,000 |
9,376 |
|
DELAP WEALTH ADVISORY LLC |
4 |
- |
2023-12-31 |
262,507 |
$16,711,000 |
100,433 |
|
MBL Wealth LLC |
16 |
- |
2024-03-31 |
230,463 |
$15,471,000 |
442 |
|
Cornerstone Wealth Group LLC |
12 |
- |
2024-03-31 |
219,643 |
$14,745,000 |
1,685 |
|
CLS INVESTMENT FIRM LLC |
90 |
- |
2022-12-31 |
240,504 |
$13,463,000 |
82,241 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
367 |
- |
2024-03-31 |
190,008 |
$12,755,000 |
32,403 |
|
BSW WEALTH PARTNERS |
10 |
- |
2024-03-31 |
184,468 |
$12,383,000 |
166,904 |
|
ADVANTUS CAPITAL MANAGEMENT INC |
49 |
- |
2024-03-31 |
183,029 |
$12,287,000 |
4,550 |
|
BRIGGS ADVISORY GROUP INC. |
4 |
- |
2023-09-30 |
203,969 |
$11,887,000 |
21,914 |
|
Blue Investment Partners LLC |
4 |
- |
2023-12-31 |
179,207 |
$11,408,000 |
92,656 |
|
FIRST NATIONAL BANK SIOUX FALLS |
2 |
- |
2024-03-31 |
158,707 |
$10,654,000 |
25,353 |
|
Fortitude Family Office LLC |
3 |
- |
2024-03-31 |
149,037 |
$10,005,000 |
27,875 |
|
Financial Advisors Network Inc. |
13 |
- |
2023-12-31 |
156,517 |
$9,964,000 |
19,736 |
|
BANK OF NEW YORK MELLON CORP |
1958 |
- |
2024-03-31 |
147,357 |
$9,892,000 |
13,956 |
|
Relyea Zuckerberg Hanson LLC |
12 |
- |
2024-03-31 |
134,650 |
$9,039,000 |
3,114 |
|
Peirce Capital Management LLC |
8 |
- |
2024-03-31 |
134,513 |
$9,030,000 |
954 |
|
FINANCIAL NETWORK |
377 |
- |
2023-12-31 |
140,819 |
$8,965,000 |
21,825 |
|
Allegiance Financial Group Advisory Services LLC |
12 |
- |
2024-03-31 |
127,540 |
$8,562,000 |
15,005 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
33 |
- |
2024-03-31 |
122,971 |
$8,255,000 |
11,686 |
|
Missouri Trust & Investment Co |
5 |
- |
2023-12-31 |
127,774 |
$8,134,000 |
8,372 |
|
Steward Partners Investment Advisory LLC |
201 |
- |
2023-12-31 |
126,622 |
$8,061,000 |
9,051 |
|
Patriot Investment Management Inc. |
30 |
- |
2024-03-31 |
119,797 |
$8,042,000 |
3,753 |
|
CarsonAllaria Wealth Management Ltd. |
4 |
- |
2024-03-31 |
119,242 |
$8,005,000 |
9,305 |
|
KICKSTAND VENTURES LLC. |
13 |
- |
2023-12-31 |
120,017 |
$7,640,000 |
111,531 |
|
LEGACY PRIVATE TRUST CO. |
41 |
- |
2024-03-31 |
113,257 |
$7,603,000 |
2,478 |
|
MULTIFINANCIAL SECURITIES CORP |
203 |
- |
2023-12-31 |
111,711 |
$7,112,000 |
13,072 |
|
Premier Path Wealth Partners LLC |
15 |
- |
2024-03-31 |
102,705 |
$6,898,000 |
9,054 |
|
Baltimore-Washington Financial Advisors Inc. |
65 |
- |
2024-03-31 |
102,275 |
$6,866,000 |
1,461 |
|
Lakeridge Wealth Management LLC |
5 |
- |
2024-03-31 |
101,489 |
$6,813,000 |
743 |
|
NORTHWEST WEALTH MANAGEMENT LLC |
15 |
- |
2023-12-31 |
97,928 |
$6,234,000 |
13,444 |
|
H D Vest Advisory Services |
279 |
- |
2024-03-31 |
85,738 |
$5,756,000 |
13,907 |
|
Heritage Investment Group Inc. |
14 |
- |
2024-03-31 |
84,771 |
$5,691,000 |
16,214 |
|
Baird Financial Group Inc. |
632 |
- |
2023-12-31 |
88,470 |
$5,632,000 |
294 |
|
Avenue 1 Advisors LLC |
11 |
- |
2024-03-31 |
83,165 |
$5,583,000 |
8,637 |
|
Running Point Capital Advisors LLC |
11 |
- |
2023-12-31 |
85,551 |
$5,446,000 |
78,803 |
|
Simplicity WealthLLC |
157 |
- |
2024-03-31 |
80,649 |
$5,414,000 |
75,933 |
|
FAMILY WEALTH PARTNERS LLC |
11 |
- |
2024-03-31 |
76,054 |
$5,106,000 |
29,771 |
|
Perigon Wealth Management LLC |
147 |
- |
2024-03-31 |
70,792 |
$4,752,000 |
6,963 |
|
MBA Advisors LLC |
12 |
- |
2024-03-31 |
70,735 |
$4,748,000 |
3,344 |
|
Sawtooth Asset Management Inc. |
143 |
- |
2023-12-31 |
73,744 |
$4,695,000 |
4,040 |
|
BESSEMER GROUP INC |
381 |
- |
2023-12-31 |
70,154 |
$4,466,000 |
12,912 |
|
OMNI 360 Wealth Inc. |
5 |
- |
2024-03-31 |
65,711 |
$4,411,000 |
5,389 |
|
OLD MISSION CAPITAL LLC |
151 |
- |
2023-12-31 |
69,231 |
$4,407,000 |
69,231 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
69,015 |
$4,394,000 |
9,701 |
|
Integrated Wealth Concepts LLC |
259 |
- |
2023-12-31 |
67,354 |
$4,288,000 |
37,017 |
|
Traveka Wealth LLC |
12 |
- |
2024-03-31 |
62,574 |
$4,201,000 |
5,571 |
|
Private Advisor Group LLC |
549 |
- |
2024-03-31 |
58,000 |
$3,894,000 |
5,820 |
|
Gladstone Institutional Advisory LLC |
122 |
- |
2023-12-31 |
60,618 |
$3,859,000 |
3,898 |
|
ELEVATE WEALTH ADVISORY INC |
10 |
- |
2024-03-31 |
56,021 |
$3,761,000 |
7,578 |
|
BURNS WEALTH MANAGEMENT, INC. |
168 |
- |
2024-03-31 |
48,457 |
$3,253,000 |
7,761 |
|
Gainplan LLC |
10 |
- |
2024-03-31 |
43,585 |
$2,926,000 |
1,478 |
|
HILLTOP WEALTH ADVISORS LLC |
17 |
- |
2024-03-31 |
40,812 |
$2,740,000 |
702 |
|
Cosner Financial Group LLC |
13 |
- |
2024-03-31 |
37,668 |
$2,529,000 |
2,770 |
|
Goss Wealth Management LLC |
593 |
- |
2023-12-31 |
38,513 |
$2,418,000 |
8,096 |
|
LEAVELL T & ASSOCIATES INC |
156 |
- |
2024-03-31 |
34,126 |
$2,291,000 |
1,146 |
|
DRAVO BAY LLC |
18 |
- |
2024-03-31 |
32,872 |
$2,207,000 |
10,330 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
139 |
- |
2024-03-31 |
32,208 |
$2,162,000 |
458 |
|
Envestnet Portfolio Solutions Inc. |
613 |
- |
2024-03-31 |
32,177 |
$2,160,000 |
4,094 |
|
HIRTLE CALLAGHAN & CO INC |
32 |
- |
2024-03-31 |
31,808 |
$2,135,000 |
15,645 |
|
COMERICA BANK |
1136 |
- |
2023-12-31 |
32,839 |
$2,091,000 |
1,566 |
|
KRAFT ASSET MANAGEMENT LLC |
11 |
- |
2023-12-31 |
32,394 |
$2,062,000 |
4,201 |
|
Lauterbach Financial Advisors LLC |
12 |
- |
2024-03-31 |
27,630 |
$1,855,000 |
9,445 |
|
Strategies Wealth Advisors LLC |
35 |
- |
2024-03-31 |
24,661 |
$1,655,000 |
182 |
|
FC Advisory LLC |
31 |
- |
2024-03-31 |
24,152 |
$1,621,000 |
2,181 |
|
VanderPol Investments L.L.C. |
7 |
- |
2024-03-31 |
23,923 |
$1,606,000 |
339 |
|
TFB Advisors LLC |
40 |
- |
2024-03-31 |
24,638 |
$1,597,000 |
4,830 |
|
RF&L WEALTH MANAGEMENT LLC |
22 |
- |
2024-03-31 |
22,212 |
$1,491,000 |
1,523 |
|
National Wealth Management Group LLC |
21 |
- |
2023-12-31 |
23,089 |
$1,470,000 |
3,194 |
|
Rede Wealth LLC |
20 |
- |
2024-03-31 |
21,794 |
$1,463,000 |
4,984 |
|
JANNEY MONTGOMERY SCOTT LLC |
1316 |
- |
2024-03-31 |
21,365 |
$1,434,000 |
2,663 |
|
|
100 Records found
|
1
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