|
Institutional
Holders
Total
Institutions:
|
413 13 |
|
Total
shares held :
|
78,553,641 |
|
% of shares
held :
|
62.05% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-92 |
|
Amount
of shares held :
|
-5,412,468 |
|
% of shares
held change :
|
-4.28% |
|
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/ |
410 |
- |
2023-12-31 |
12,163,926 |
$340,468,000 |
-1,303,233 |
|
MORGAN STANLEY |
793 |
- |
2023-12-31 |
6,777,366 |
$189,699,000 |
-757,932 |
|
ENVESTNET ASSET MANAGEMENT INC |
318 |
- |
2023-12-31 |
4,920,516 |
$137,725,000 |
305,126 |
|
AMERIPRISE FINANCIAL INC |
473 |
- |
2023-12-31 |
4,046,067 |
$113,003,000 |
-306,345 |
|
UBS Group AG |
498 |
- |
2023-12-31 |
2,856,896 |
$79,965,000 |
-230,744 |
|
WELLS FARGO & CO/MN |
571 |
- |
2023-12-31 |
2,429,750 |
$68,009,000 |
-74,502 |
|
BANK OF NEW YORK MELLON CORP |
932 |
- |
2023-12-31 |
2,123,509 |
$59,437,000 |
-807,118 |
|
US BANCORP |
172 |
- |
2023-12-31 |
2,042,758 |
$57,177,000 |
-495,884 |
|
MERCER GLOBAL ADVISORS INC /ADV |
99 |
- |
2023-12-31 |
1,762,337 |
$49,328,000 |
313,358 |
|
LPL FINANCIAL CORP |
504 |
- |
2023-12-31 |
1,757,760 |
$49,200,000 |
32,792 |
|
ROYAL BANK OF CANADA |
762 |
- |
2023-12-31 |
1,485,408 |
$41,576,000 |
-169,995 |
|
SCOTIA CAPITAL INC. |
76 |
- |
2023-12-31 |
1,185,270 |
$33,176,000 |
6,392 |
|
REGIONS FINANCIAL CORP |
94 |
- |
2023-12-31 |
1,149,639 |
$32,178,000 |
-171,912 |
|
Orion Portfolio Solutions LLC |
51 |
- |
2023-12-31 |
1,104,167 |
$30,895,000 |
-56,998 |
|
ALLIANCEBERNSTEIN L.P. |
732 |
- |
2023-12-31 |
1,101,201 |
$30,823,000 |
53,826 |
|
CLS INVESTMENT FIRM LLC |
25 |
- |
2022-12-31 |
1,096,062 |
$29,769,000 |
-24,436 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
176 |
- |
2023-12-31 |
962,697 |
$26,946,000 |
-32,614 |
|
J P MORGAN CHASE & CO |
1443 |
- |
2023-12-31 |
901,089 |
$25,221,000 |
598,564 |
|
FUKOKU MUTUAL LIFE INSURANCE CO |
14 |
- |
2023-12-31 |
898,000 |
$25,135,000 |
0 |
|
GDS Wealth Management |
6 |
- |
2023-12-31 |
854,642 |
$23,921,000 |
-4,922 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
437 |
- |
2023-12-31 |
800,289 |
$22,400,000 |
-87,997 |
|
BLACKROCK INC. |
2887 |
- |
2023-12-31 |
783,537 |
$21,931,000 |
-42,618 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
34 |
- |
2023-12-31 |
681,343 |
$19,071,000 |
-14,983 |
|
JANNEY MONTGOMERY SCOTT LLC |
318 |
- |
2023-12-31 |
669,767 |
$18,747,000 |
2,417 |
|
STIFEL FINANCIAL CORP |
544 |
- |
2023-12-31 |
651,154 |
$18,226,000 |
16,239 |
|
Parallel Advisors LLC |
29 |
- |
2023-12-31 |
645,720 |
$18,074,000 |
-125,964 |
|
MANUFACTURERES LIFE INSURANCE CO |
641 |
- |
2023-12-31 |
637,149 |
$17,834,000 |
56,602 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
297 |
- |
2023-09-30 |
664,259 |
$16,872,000 |
-33,932 |
|
PNC FINANCIAL SERVICES GROUP INC |
418 |
- |
2023-12-31 |
561,992 |
$15,730,000 |
-265,352 |
|
Advisor Group Holdings Inc. |
572 |
- |
2023-12-31 |
558,878 |
$15,647,000 |
-276,409 |
|
GHP INVESTMENT ADVISORS INC |
|
- |
2023-12-31 |
523,509 |
$14,653,000 |
30,520 |
|
Fountainhead AM LLC |
7 |
- |
2023-12-31 |
516,344 |
$14,452,000 |
45,862 |
|
Baird Financial Group Inc. |
389 |
- |
2023-12-31 |
504,998 |
$14,135,000 |
66,120 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
584 |
- |
2023-12-31 |
500,526 |
$14,010,000 |
-240,987 |
|
ADVANTUS CAPITAL MANAGEMENT INC |
42 |
- |
2023-12-31 |
500,000 |
$13,995,000 |
0 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
345 |
- |
2023-12-31 |
471,379 |
$13,194,000 |
31,280 |
|
RAYMOND JAMES & ASSOCIATES |
955 |
- |
2023-12-31 |
457,462 |
$12,804,000 |
52,289 |
|
JANE STREET GROUP LLC |
781 |
- |
2023-12-31 |
450,886 |
$12,620,000 |
155,459 |
|
LINSCOMB & WILLIAMS INC |
26 |
- |
2023-12-31 |
410,492 |
$11,490,000 |
-26,221 |
|
BANGOR SAVINGS BANK |
16 |
- |
2023-12-31 |
384,924 |
$10,774,000 |
-66 |
|
OLD MISSION CAPITAL LLC |
56 |
- |
2023-12-31 |
377,567 |
$10,568,000 |
-8,894 |
|
Eagle Bluffs Wealth Management LLC |
2 |
- |
2023-12-31 |
365,610 |
$10,233,000 |
16,938 |
|
YCMNET ADVISORS INC |
69 |
- |
2023-12-31 |
363,597 |
$10,177,000 |
-61,067 |
|
Key Bridge Compliance LLC |
6 |
- |
2023-09-30 |
398,018 |
$10,110,000 |
0 |
|
Operose Advisors LLC |
6 |
- |
2023-12-31 |
334,520 |
$9,363,000 |
-36,999 |
|
HIGHTOWER ADVISORS, LLC |
720 |
- |
2023-12-31 |
331,180 |
$9,265,000 |
-2,723 |
|
CX Institutional |
62 |
- |
2023-12-31 |
304,960 |
$8,536,000 |
225,839 |
|
COMERICA BANK |
457 |
- |
2023-12-31 |
294,926 |
$8,255,000 |
-32,899 |
|
COWA LLC |
3 |
- |
2023-12-31 |
293,135 |
$8,205,000 |
-11,909 |
|
FORTE ASSET MANAGEMENT LLC |
3 |
- |
2023-12-31 |
291,250 |
$8,152,000 |
-44,337 |
|
P-Solve LLC |
8 |
- |
2023-12-31 |
282,058 |
$7,895,000 |
1,460 |
|
Cetera Investment Advisers |
296 |
- |
2023-12-31 |
276,288 |
$7,733,000 |
-4,494 |
|
BB&T CORP |
701 |
- |
2023-12-31 |
273,235 |
$7,648,000 |
40,211 |
|
CITADEL ADVISORS LLC |
1382 |
- |
2023-12-31 |
244,289 |
$6,838,000 |
203,032 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
709 |
- |
2023-12-31 |
235,949 |
$6,604,000 |
-13,843 |
|
Financial Advisory Service Inc. |
|
- |
2023-12-31 |
235,565 |
$6,593,000 |
8,951 |
|
Luken Investment Analytics LLC |
10 |
- |
2023-12-31 |
224,756 |
$6,291,000 |
224,546 |
|
ANGELES INVESTMENT ADVISORS, LLC |
23 |
- |
2023-12-31 |
218,955 |
$6,129,000 |
0 |
|
HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV |
54 |
- |
2023-12-31 |
216,275 |
$6,054,000 |
-23,252 |
|
FRANKLIN RESOURCES INC |
1008 |
- |
2023-12-31 |
215,449 |
$6,030,000 |
12,706 |
|
Meeder Advisory Services Inc. |
|
- |
2023-12-31 |
208,684 |
$5,841,000 |
9,139 |
|
INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC |
23 |
- |
2023-12-31 |
192,998 |
$5,402,000 |
-36,007 |
|
FINANCIAL NETWORK |
549 |
- |
2023-12-31 |
189,023 |
$5,291,000 |
-6,392 |
|
Steward Partners Investment Advisory LLC |
273 |
- |
2023-12-31 |
185,831 |
$5,201,000 |
13,508 |
|
Southern Farm Bureau Life Insurance |
|
- |
2023-12-31 |
180,674 |
$5,070,000 |
0 |
|
SYNOVUS FINANCIAL CORP |
166 |
- |
2023-12-31 |
179,120 |
$5,014,000 |
-7,196 |
|
DAVIDSON D A & CO |
288 |
- |
2023-12-31 |
178,860 |
$5,006,000 |
-32,091 |
|
Connectus Wealth LLC |
162 |
- |
2023-12-31 |
178,388 |
$4,999,000 |
-10,337 |
|
MARINER WEALTH ADVISORS, LLC |
701 |
- |
2023-12-31 |
167,492 |
$4,688,000 |
-1,547 |
|
Curran Financial Partners LLC |
20 |
- |
2023-12-31 |
166,927 |
$4,589,000 |
8,349 |
|
Johnson & White Wealth Management LLC |
7 |
- |
2023-12-31 |
162,822 |
$4,557,000 |
-18,873 |
|
CWM LLC |
408 |
- |
2023-12-31 |
162,748 |
$4,555,000 |
-18,624 |
|
MML INVESTORS SERVICES LLC |
666 |
- |
2023-12-31 |
153,066 |
$4,284,000 |
-76,593 |
|
H D Vest Advisory Services |
307 |
- |
2023-12-31 |
151,967 |
$4,254,000 |
4,782 |
|
FLOW TRADERS U.S. LLC |
107 |
- |
2023-12-31 |
151,721 |
$4,247,000 |
151,721 |
|
AdvisorNet Financial Inc |
60 |
- |
2023-12-31 |
142,209 |
$3,980,000 |
83,259 |
|
We Are One Seven LLC |
104 |
- |
2023-12-31 |
141,701 |
$3,966,000 |
2,460 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
134,236 |
$3,757,000 |
-8,354 |
|
Kerntke Otto McGlone Wealth Management Group |
7 |
- |
2023-12-31 |
130,366 |
$3,649,000 |
2,530 |
|
BANK OF HAWAII |
51 |
- |
2023-12-31 |
129,520 |
$3,625,000 |
-10,481 |
|
Heartwood Wealth Advisors LLC |
27 |
- |
2023-12-31 |
129,492 |
$3,624,000 |
-68 |
|
WETZEL INVESTMENT ADVISORS INC. |
9 |
- |
2023-12-31 |
129,407 |
$3,622,000 |
0 |
|
Sterling Financial Planning Inc. |
19 |
- |
2023-12-31 |
121,409 |
$3,398,000 |
-3,864 |
|
Hennion & Walsh Asset Management Inc. |
136 |
- |
2023-12-31 |
121,215 |
$3,393,000 |
19,604 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
897 |
- |
2023-12-31 |
119,078 |
$3,333,000 |
-46,243 |
|
Rockefeller Capital Management L.P. |
753 |
- |
2023-12-31 |
117,461 |
$3,288,000 |
14,150 |
|
GUNMA BANK,LTD. |
|
- |
2023-12-31 |
116,000 |
$3,247,000 |
-130,000 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
737 |
- |
2023-12-31 |
115,132 |
$3,223,000 |
-3,668 |
|
Murphy Middleton Hinkle & Parker Inc. |
|
- |
2023-12-31 |
114,911 |
$3,216,000 |
-849 |
|
WADE G W & INC |
134 |
- |
2023-12-31 |
112,782 |
$3,157,000 |
-30,912 |
|
Sunflower Bank N.A. |
14 |
- |
2023-12-31 |
109,624 |
$3,068,000 |
-15,951 |
|
TD Waterhouse Canada Inc. |
275 |
- |
2023-12-31 |
100,086 |
$3,023,000 |
-1,356 |
|
EverSource Wealth Advisors LLC |
84 |
- |
2023-12-31 |
107,713 |
$3,015,000 |
-16,675 |
|
CREATIVE PLANNING |
738 |
- |
2023-12-31 |
107,417 |
$3,007,000 |
19,774 |
|
Strategic Financial Group LLC |
|
- |
2023-12-31 |
107,365 |
$3,005,000 |
-3,753 |
|
BRYN MAWR TRUST CO/PA |
133 |
- |
2023-09-30 |
116,192 |
$2,951,000 |
13,841 |
|
AJ WEALTH STRATEGIES LLC |
74 |
- |
2023-06-30 |
112,044 |
$2,950,000 |
0 |
|
AE Wealth Management LLC |
769 |
- |
2023-12-31 |
105,229 |
$2,910,000 |
10,261 |
|
Pinnacle Wealth Management Group Inc. |
12 |
- |
2023-12-31 |
101,744 |
$2,848,000 |
3,439 |
|
RENAISSANCE TECHNOLOGIES LLC |
1752 |
- |
2023-12-31 |
97,200 |
$2,721,000 |
97,200 |
|
|
100 Records found
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1
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