|
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 |
SEI INVESTMENTS CO |
22 |
- |
2023-12-31 |
5,686,032 |
$361,972,000 |
-10,519 |
|
ROYAL BANK OF CANADA |
472 |
- |
2023-12-31 |
1,603,058 |
$102,051,000 |
-6,064 |
|
Capital Asset Advisory Services LLC |
3 |
- |
2024-03-31 |
1,259,920 |
$83,810,000 |
-40,683 |
|
AXXCESS WEALTH MANAGEMENT LLC |
4 |
- |
2023-12-31 |
1,299,707 |
$82,739,000 |
-53,043 |
|
Aptus Capital Advisors LLC |
9 |
- |
2023-12-31 |
1,043,291 |
$66,416,000 |
-151,075 |
|
AE Wealth Management LLC |
75 |
- |
2023-12-31 |
804,827 |
$50,946,000 |
-173,179 |
|
AMARILLO NATIONAL BANK |
3 |
- |
2024-03-31 |
742,111 |
$49,818,000 |
-3,307 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
30 |
- |
2023-12-31 |
599,931 |
$38,191,000 |
-3,252 |
|
ARROW FINANCIAL CORP |
8 |
- |
2023-12-31 |
463,678 |
$29,518,000 |
-7,438 |
|
RAYMOND JAMES & ASSOCIATES |
613 |
- |
2024-03-31 |
424,962 |
$28,528,000 |
-284,107 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
416 |
- |
2024-03-31 |
394,099 |
$26,456,000 |
-24,677 |
|
Orion Portfolio Solutions LLC |
66 |
- |
2023-12-31 |
395,176 |
$25,034,000 |
-15,866 |
|
MML INVESTORS SERVICES LLC |
203 |
- |
2023-12-31 |
372,060 |
$23,685,000 |
-59,083 |
|
Advisor Group Holdings Inc. |
470 |
- |
2023-12-31 |
324,656 |
$20,672,000 |
-17,874 |
|
FDX ADVISORS, INC. |
|
- |
2024-03-31 |
281,611 |
$18,905,000 |
-74,425 |
|
HIGHTOWER ADVISORS, LLC |
486 |
- |
2023-12-31 |
290,053 |
$18,454,000 |
-36,990 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
30 |
- |
2023-12-31 |
282,537 |
$17,986,000 |
-11,456 |
|
Cetera Investment Advisers |
135 |
- |
2023-12-31 |
281,074 |
$17,893,000 |
-2,016 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
396 |
- |
2024-03-31 |
198,792 |
$13,345,000 |
-1,836 |
|
CAPE COD FIVE CENTS SAVINGS BANK |
21 |
- |
2023-12-31 |
173,719 |
$11,059,000 |
-178,563 |
|
Heritage Financial Services LLC |
7 |
- |
2023-12-31 |
154,181 |
$9,815,000 |
-23,147 |
|
CITIZENS FINANCIAL GROUP INC/RI |
69 |
- |
2023-12-31 |
146,033 |
$9,296,000 |
-11,835 |
|
Steele Capital Management Inc. |
35 |
- |
2024-03-31 |
138,467 |
$9,295,000 |
-11,592 |
|
R. W. Roge & Company Inc. |
7 |
- |
2024-03-31 |
131,026 |
$8,796,000 |
-5,829 |
|
Peterson Wealth Advisors LLC |
10 |
- |
2024-03-31 |
124,499 |
$8,358,000 |
-2,722 |
|
TOWNSQUARE CAPITAL LLC |
147 |
- |
2023-12-31 |
121,902 |
$7,760,000 |
-36,672 |
|
Change Path LLC |
50 |
- |
2023-12-31 |
121,860 |
$7,758,000 |
-7,219 |
|
GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC |
22 |
- |
2023-12-31 |
117,400 |
$7,474,000 |
-54,900 |
|
BROWN WEALTH MANAGEMENT LLC |
10 |
- |
2023-12-31 |
116,337 |
$7,406,000 |
-37,663 |
|
HANSON MCCLAIN, INC. |
151 |
- |
2024-03-31 |
106,393 |
$7,142,000 |
-6,329 |
|
AMERIPRISE FINANCIAL INC |
2033 |
- |
2023-12-31 |
108,020 |
$6,859,000 |
-2,605 |
|
Strid Group LLC |
13 |
- |
2024-03-31 |
89,880 |
$6,034,000 |
-8,496 |
|
Resonant Capital Advisors LLC |
45 |
- |
2024-03-31 |
84,184 |
$5,651,000 |
-483 |
|
CANTOR FITZGERALD INVESTMENT ADVISER L.P. |
78 |
- |
2024-03-31 |
71,393 |
$4,793,000 |
-2,550 |
|
Columbus Macro LLC |
10 |
- |
2024-03-31 |
57,823 |
$3,882,000 |
-122 |
|
Arbor Investment Advisors LLC |
23 |
- |
2024-03-31 |
55,397 |
$3,719,000 |
-1,301 |
|
CITADEL ADVISORS LLC |
1812 |
- |
2023-12-31 |
57,580 |
$3,666,000 |
-221,318 |
|
EVENSKY & KATZ INC |
32 |
- |
2024-03-31 |
50,411 |
$3,384,000 |
-838 |
|
Beacon Pointe Advisors LLC |
372 |
- |
2023-12-31 |
51,272 |
$3,264,000 |
-48,291 |
|
Probity Advisors Inc. |
28 |
- |
2024-03-31 |
48,143 |
$3,232,000 |
-1,548 |
|
BEAM Asset Management LLC |
16 |
- |
2024-03-31 |
47,645 |
$3,198,000 |
-1,384 |
|
Emerald Investment Partners LLC |
50 |
- |
2024-03-31 |
47,345 |
$3,178,000 |
-320 |
|
DEFINED WEALTH MANAGEMENT LLC |
16 |
- |
2024-03-31 |
39,530 |
$2,654,000 |
-139 |
|
WATERSHED PRIVATE WEALTH LLC |
25 |
- |
2023-12-31 |
39,839 |
$2,536,000 |
-4,128 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
379 |
- |
2023-12-31 |
39,279 |
$2,501,000 |
-62,803 |
|
DAVIDSON D A & CO |
454 |
- |
2023-12-31 |
37,702 |
$2,400,000 |
-793 |
|
RETIREMENT PLANNING GROUP |
61 |
- |
2024-03-31 |
33,780 |
$2,268,000 |
-696 |
|
Snowden Capital Advisors LLC |
265 |
- |
2023-12-31 |
34,444 |
$2,193,000 |
-1,064 |
|
Cordant Inc. |
17 |
- |
2024-03-31 |
28,792 |
$1,933,000 |
-952 |
|
CI Private Wealth LLC |
1023 |
- |
2023-12-31 |
29,699 |
$1,891,000 |
-1,761 |
|
SIGMA INVESTMENT COUNSELORS INC |
85 |
- |
2024-03-31 |
26,776 |
$1,797,000 |
-934 |
|
CWM LLC |
650 |
- |
2024-03-31 |
26,539 |
$1,782,000 |
-3,804 |
|
Sequoia Financial Advisors LLC |
348 |
- |
2024-03-31 |
26,346 |
$1,769,000 |
-3,945 |
|
Pallas Capital Advisors LLC |
170 |
- |
2024-03-31 |
23,749 |
$1,594,000 |
-1,632 |
|
Heritage Trust Co |
118 |
- |
2023-12-31 |
22,104 |
$1,407,000 |
-2,906 |
|
Financial Synergies Wealth Advisors Inc. |
39 |
- |
2024-03-31 |
20,411 |
$1,370,000 |
-1,128 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
438 |
- |
2024-03-31 |
19,780 |
$1,328,000 |
-71 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
927 |
- |
2023-09-30 |
19,474 |
$1,135,000 |
-907 |
|
GeoWealth Management LLC |
200 |
- |
2023-12-31 |
17,363 |
$1,105,000 |
-680 |
|
SageView Advisory Group LLC |
204 |
- |
2023-12-31 |
16,472 |
$1,047,000 |
-124 |
|
Asset Dedication LLC |
163 |
- |
2024-03-31 |
15,009 |
$1,009,000 |
-467 |
|
Kingdom Financial Group LLC. |
25 |
- |
2023-12-31 |
15,534 |
$989,000 |
-507 |
|
Nicholas Hoffman & Company LLC. |
146 |
- |
2024-03-31 |
11,028 |
$740,000 |
-2,320 |
|
Merit Financial Group LLC |
395 |
- |
2023-12-31 |
11,324 |
$721,000 |
-38 |
|
Tranquility Partners LLC |
92 |
- |
2023-12-31 |
11,083 |
$706,000 |
-52 |
|
ANDERSON FISHER LLC |
52 |
- |
2024-03-31 |
8,651 |
$581,000 |
-20 |
|
Cresset Asset Management LLC |
1151 |
- |
2023-12-31 |
8,863 |
$564,000 |
-19,201 |
|
DFPG INVESTMENTS INC. |
369 |
- |
2023-12-31 |
9,013 |
$563,000 |
-2,450 |
|
Robertson Stephens Wealth Management LLC |
292 |
- |
2023-12-31 |
8,608 |
$548,000 |
-2,135 |
|
SAVANT CAPITAL MANAGEMENT INC |
551 |
- |
2023-12-31 |
8,310 |
$529,000 |
-2,563 |
|
Glass Jacobson Investment Advisors llc |
123 |
- |
2024-03-31 |
7,796 |
$523,000 |
-40 |
|
Mascoma Wealth Management LLC |
54 |
- |
2024-03-31 |
7,502 |
$504,000 |
-20 |
|
Strategic Financial Planning Inc. |
28 |
- |
2024-03-31 |
6,865 |
$461,000 |
-475 |
|
AlphaStar Capital Management LLC |
196 |
- |
2023-12-31 |
6,501 |
$414,000 |
-1,435 |
|
Opes Wealth Management LLC |
92 |
- |
2024-03-31 |
6,133 |
$412,000 |
-170 |
|
Kestra Advisory Services LLC |
1685 |
- |
2023-12-31 |
5,903 |
$376,000 |
-2,474 |
|
Wynn Capital LLC |
74 |
- |
2024-03-31 |
5,200 |
$349,000 |
-625 |
|
VCI Wealth Management LLC |
92 |
- |
2024-03-31 |
5,064 |
$340,000 |
-1,480 |
|
Birchcreek Wealth Management LLC |
109 |
- |
2024-03-31 |
5,045 |
$339,000 |
-520 |
|
RAYMOND JAMES TRUST CO |
911 |
- |
2024-03-31 |
5,049 |
$339,000 |
-5,917 |
|
Laurel Wealth Advisors Inc. |
467 |
- |
2022-12-31 |
6,024 |
$337,000 |
-255 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
524 |
- |
2024-03-31 |
4,485 |
$301,000 |
-36 |
|
NORTHERN TRUST CORP |
3748 |
- |
2023-12-31 |
4,424 |
$282,000 |
-2,375 |
|
Capstone Financial Advisors Inc. |
119 |
- |
2023-12-31 |
3,801 |
$242,000 |
-80 |
|
COLTON GROOME FINANCIAL ADVISORS LLC |
108 |
- |
2024-03-31 |
3,451 |
$232,000 |
-1,303 |
|
Ameritas Advisory Services LLC |
651 |
- |
2023-12-31 |
3,429 |
$218,000 |
-1,416 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1395 |
- |
2023-12-31 |
3,249 |
$207,000 |
-17,242 |
|
VALMARK ADVISERS INC |
473 |
- |
2023-12-31 |
3,206 |
$204,000 |
-1,712 |
|
Trust Co |
124 |
- |
2024-03-31 |
2,737 |
$184,000 |
-8 |
|
Farther Finance Advisors LLC |
597 |
- |
2023-12-31 |
2,737 |
$174,000 |
-328 |
|
Resurgent Financial Advisors LLC |
191 |
- |
2023-12-31 |
2,394 |
$152,000 |
-3 |
|
VESTOR CAPITAL CORP |
190 |
- |
2023-12-31 |
1,064 |
$68,000 |
-1,374 |
|
Rockbridge Investment Management LCC |
250 |
- |
2023-12-31 |
655 |
$42,000 |
-501 |
|
IFP Advisors Inc |
1614 |
- |
2023-12-31 |
620 |
$39,000 |
-370 |
|
Crewe Advisors LLC |
139 |
- |
2023-12-31 |
583 |
$37,000 |
-1,372 |
|
AdvisorNet Financial Inc |
938 |
- |
2024-03-31 |
471 |
$32,000 |
-23,972 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
543 |
- |
2023-12-31 |
60 |
$4,000 |
-53 |
|
BLAIR WILLIAM & CO/IL |
1754 |
- |
2023-12-31 |
16 |
$1,000 |
-714 |
|
Qube Research & Technologies Ltd |
3719 |
- |
2023-12-31 |
2 |
$0 |
-486 |
|
AYRSHIRE ASSOCIATES INC |
647 |
- |
2023-12-31 |
5 |
$0 |
-67 |
|
|
100 Records found
|
1
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