|
Institutional
Holders
Total
Institutions:
|
201 17 |
|
Total
shares held :
|
20,123,082 |
|
% of shares
held :
|
6.02% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-37 |
|
Amount
of shares held :
|
-2,342,021 |
|
% of shares
held change :
|
-0.7% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.94 |
|
Last
Quarter's Ending
Price :
|
$52.86 |
|
Last
Quarter's Average
Price :
|
$49.25 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.78 (15.8%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BLACKROCK INC. |
1047 |
- |
2023-12-31 |
8,954,514 |
$473,336,000 |
-706,662 |
|
J P MORGAN CHASE & CO |
872 |
- |
2023-12-31 |
1,656,830 |
$87,580,000 |
-93,021 |
|
UBS Group AG |
878 |
- |
2023-12-31 |
603,324 |
$31,892,000 |
-18,560 |
|
ROYAL BANK OF CANADA |
1197 |
- |
2023-12-31 |
310,602 |
$16,419,000 |
-63,524 |
|
BANK OF AMERICA CORP /DE/ |
2055 |
- |
2023-12-31 |
268,581 |
$14,197,000 |
-7,551 |
|
WELLS FARGO & CO/MN |
1339 |
- |
2023-12-31 |
235,507 |
$12,449,000 |
-134,235 |
|
KARPUS MANAGEMENT INC |
54 |
- |
2023-12-31 |
226,060 |
$11,950,000 |
-178,622 |
|
Willis Johnson & Associates Inc. |
21 |
- |
2024-03-31 |
214,361 |
$11,933,000 |
-6,996 |
|
WEALTHSOURCE PARTNERS LLC |
33 |
- |
2023-12-31 |
163,697 |
$8,653,000 |
-18,752 |
|
Integrated Wealth Concepts LLC |
175 |
- |
2023-12-31 |
147,947 |
$7,820,000 |
-18,829 |
|
One Wealth Advisors LLC |
25 |
- |
2024-03-31 |
119,213 |
$6,637,000 |
-12,653 |
|
CITADEL ADVISORS LLC |
1417 |
- |
2023-12-31 |
124,155 |
$6,563,000 |
-509,571 |
|
JANE STREET GROUP LLC |
1301 |
- |
2023-12-31 |
117,014 |
$6,185,000 |
-801,445 |
|
LPL FINANCIAL CORP |
1584 |
- |
2023-12-31 |
109,571 |
$5,792,000 |
-25,817 |
|
OLD MISSION CAPITAL LLC |
135 |
- |
2023-12-31 |
92,587 |
$4,894,000 |
-19,411 |
|
Barry Investment Advisors LLC |
24 |
- |
2024-03-31 |
80,186 |
$4,464,000 |
-2,359 |
|
Keebeck Wealth Management LLC |
46 |
- |
2023-12-31 |
67,891 |
$3,589,000 |
-9,590 |
|
Family Firm Inc. |
30 |
- |
2024-03-31 |
55,259 |
$3,076,000 |
-497 |
|
Providence First Trust Co |
20 |
- |
2023-12-31 |
55,323 |
$2,924,000 |
-159 |
|
DEUTSCHE BANK AG |
1455 |
- |
2023-12-31 |
53,654 |
$2,836,000 |
-463 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
60 |
- |
2024-03-31 |
45,937 |
$2,557,000 |
-182 |
|
ENVESTNET ASSET MANAGEMENT INC |
2434 |
- |
2023-12-31 |
39,528 |
$2,089,000 |
-19,513 |
|
CoreCap Advisors LLC |
154 |
- |
2023-12-31 |
38,598 |
$2,040,000 |
-3,572 |
|
ShoreHaven Wealth Partners LLC |
22 |
- |
2024-03-31 |
35,729 |
$1,989,000 |
-1,437 |
|
Wealth Alliance |
69 |
- |
2023-12-31 |
37,351 |
$1,974,000 |
-3,638 |
|
Intercontinental Wealth Advisors LLC |
36 |
- |
2023-06-30 |
37,854 |
$1,913,000 |
-213 |
|
PNC FINANCIAL SERVICES GROUP INC |
916 |
- |
2023-12-31 |
34,113 |
$1,803,000 |
-16,678 |
|
Cypress Wealth Services LLC |
57 |
- |
2024-03-31 |
30,252 |
$1,684,000 |
-899 |
|
IFP Advisors Inc |
273 |
- |
2023-12-31 |
31,608 |
$1,671,000 |
-7,637 |
|
KICKSTAND VENTURES LLC. |
43 |
- |
2023-12-31 |
29,997 |
$1,586,000 |
-7,393 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
642 |
- |
2023-12-31 |
27,534 |
$1,455,000 |
-897 |
|
Robertson Stephens Wealth Management LLC |
184 |
- |
2023-12-31 |
25,549 |
$1,351,000 |
-836 |
|
AMERIPRISE FINANCIAL INC |
3016 |
- |
2023-12-31 |
24,150 |
$1,277,000 |
-7,240 |
|
FINANCIAL NETWORK |
1233 |
- |
2023-12-31 |
23,716 |
$1,254,000 |
-18,690 |
|
Affinity Capital Advisors LLC |
55 |
- |
2024-03-31 |
21,958 |
$1,222,000 |
-75 |
|
Mayflower Financial Advisors LLC |
115 |
- |
2024-03-31 |
20,850 |
$1,161,000 |
-2,620 |
|
WealthBridge Investment Counsel Inc. |
39 |
- |
2024-03-31 |
18,700 |
$1,041,000 |
-1,250 |
|
CREATIVE PLANNING |
1219 |
- |
2023-12-31 |
19,113 |
$1,010,000 |
-866 |
|
STIFEL FINANCIAL CORP |
2155 |
- |
2023-12-31 |
18,302 |
$967,000 |
-7,521 |
|
Strategic Blueprint LLC |
252 |
- |
2024-03-31 |
16,779 |
$934,000 |
-732 |
|
Ronald Blue Trust Inc. |
184 |
- |
2024-03-31 |
16,714 |
$930,000 |
-10,389 |
|
GLOBALT Investments LLC / GA |
159 |
- |
2024-03-31 |
15,345 |
$854,000 |
-10 |
|
PINEBRIDGE INVESTMENTS LTD |
466 |
- |
2023-12-31 |
16,028 |
$847,000 |
-48,854 |
|
PARK AVENUE SECURITIES LLC |
736 |
- |
2024-03-31 |
15,185 |
$845,000 |
-1,042 |
|
My Legacy Advisors LLC |
109 |
- |
2023-12-31 |
14,403 |
$750,000 |
-1,593 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1118 |
- |
2023-09-30 |
14,160 |
$676,000 |
-8,428 |
|
ADVISORY SERVICES NETWORK, LLC |
787 |
- |
2023-12-31 |
12,324 |
$651,000 |
-1,020 |
|
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT |
173 |
- |
2023-12-31 |
12,213 |
$646,000 |
-1,100 |
|
Dentgroup LLC |
41 |
- |
2024-03-31 |
11,588 |
$645,000 |
-810 |
|
CAPTRUST FINANCIAL ADVISORS |
1568 |
- |
2023-12-31 |
11,925 |
$630,000 |
-237 |
|
METLIFE INC |
5 |
- |
2023-12-31 |
11,817 |
$627,000 |
-71 |
|
Goss Wealth Management LLC |
1170 |
- |
2023-12-31 |
11,486 |
$607,000 |
-18,311 |
|
Advisor Group Holdings Inc. |
3003 |
- |
2023-12-31 |
11,197 |
$592,000 |
-9,114 |
|
Derbend Asset Management |
68 |
- |
2024-03-31 |
10,564 |
$588,000 |
-167 |
|
Csenge Advisory Group |
412 |
- |
2024-03-31 |
9,743 |
$542,000 |
-131 |
|
FIRETHORN WEALTH PARTNERS LLC |
79 |
- |
2024-03-31 |
9,145 |
$509,000 |
-457 |
|
Hoxton Planning & Management LLC |
82 |
- |
2024-03-31 |
9,081 |
$506,000 |
-861 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2536 |
- |
2024-03-31 |
8,535 |
$475,000 |
-281 |
|
Oakmont Partners LLC |
513 |
- |
2024-03-31 |
8,465 |
$471,000 |
-390 |
|
Integris Wealth Management LLC |
53 |
- |
2024-03-31 |
8,446 |
$470,000 |
-126 |
|
ONE Advisory Partners LLC |
31 |
- |
2024-03-31 |
8,169 |
$455,000 |
-1,354 |
|
NWAM LLC |
372 |
- |
2023-12-31 |
7,684 |
$406,000 |
-2,793 |
|
Canal Capital Management LLC |
110 |
- |
2024-03-31 |
6,830 |
$380,000 |
-3,977 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
372 |
- |
2024-03-31 |
6,824 |
$380,000 |
-459 |
|
Lansing Street Advisors |
68 |
- |
2024-03-31 |
6,553 |
$365,000 |
-74 |
|
Patriot Financial Group Insurance Agency LLC |
342 |
- |
2024-03-31 |
5,875 |
$327,000 |
-582 |
|
Laurel Wealth Advisors Inc. |
488 |
- |
2022-12-31 |
7,001 |
$317,000 |
-2,098 |
|
EverSource Wealth Advisors LLC |
331 |
- |
2023-12-31 |
5,862 |
$310,000 |
-1,109 |
|
Stratos Wealth Advisors LLC |
551 |
- |
2024-03-31 |
5,391 |
$300,000 |
-24 |
|
W ADVISORS LLC |
90 |
- |
2024-03-31 |
5,247 |
$292,000 |
-360 |
|
RCS Financial Planning LLC |
65 |
- |
2024-03-31 |
4,858 |
$270,000 |
-153 |
|
Ironwood Wealth Management llc |
131 |
- |
2024-03-31 |
4,588 |
$255,000 |
-447 |
|
USA Financial Portformulas Corp |
160 |
- |
2024-03-31 |
4,505 |
$251,000 |
-833 |
|
HIGHTOWER ADVISORS, LLC |
2847 |
- |
2023-12-31 |
4,397 |
$230,000 |
-170 |
|
GFS ADVISORS, LLC |
133 |
- |
2024-03-31 |
4,083 |
$227,000 |
-479 |
|
FTB Advisors Inc. |
554 |
- |
2024-03-31 |
3,000 |
$167,000 |
-1,200 |
|
HAZLETT BURT & WATSON INC. |
227 |
- |
2024-03-31 |
2,100 |
$117,000 |
-670 |
|
BANK OF MONTREAL /CAN/ |
2814 |
- |
2023-12-31 |
2,123 |
$112,000 |
-220,134 |
|
LGT Financial Advisors LLC |
180 |
- |
2024-03-31 |
1,724 |
$96,000 |
-439 |
|
New Republic Capital LLC |
176 |
- |
2023-12-31 |
1,806 |
$95,000 |
-105 |
|
Qube Research & Technologies Ltd |
2750 |
- |
2023-12-31 |
1,580 |
$84,000 |
-6,780 |
|
Parallel Advisors LLC |
1287 |
- |
2023-12-31 |
1,262 |
$67,000 |
-589 |
|
WHITTIER TRUST CO OF NEVADA INC |
665 |
- |
2024-03-31 |
1,000 |
$56,000 |
-143 |
|
Spire Wealth Management |
1240 |
- |
2024-03-31 |
853 |
$47,000 |
-36 |
|
Bank Julius Baer & Co. Ltd Zurich |
451 |
- |
2023-12-31 |
819 |
$43,000 |
-10 |
|
Cape Investment Advisory Inc. |
497 |
- |
2023-12-31 |
452 |
$24,000 |
-100 |
|
Baldrige Asset Management LLC |
226 |
- |
2023-03-31 |
353 |
$18,000 |
-188 |
|
NBC SECURITIES INC. |
1714 |
- |
2024-03-31 |
165 |
$9,000 |
-155 |
|
|
88 Records found
|
1
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