|
Institutional
Holders
Total
Institutions:
|
350 3 |
|
Total
shares held :
|
40,678,992 |
|
% of shares
held :
|
45.2% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
132 |
|
Amount
of shares held :
|
889,558 |
|
% of shares
held change :
|
0.99% |
|
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 |
ENVESTNET ASSET MANAGEMENT INC |
168 |
- |
2023-12-31 |
6,993,830 |
$281,642,000 |
163,064 |
|
BANK OF AMERICA CORP /DE/ |
493 |
- |
2023-12-31 |
6,240,500 |
$251,305,000 |
417,174 |
|
LPL FINANCIAL CORP |
386 |
- |
2024-03-31 |
1,886,152 |
$81,784,000 |
75,709 |
|
MORGAN STANLEY |
1435 |
- |
2023-12-31 |
1,680,761 |
$67,684,000 |
175,625 |
|
J P MORGAN CHASE & CO |
1114 |
- |
2024-03-31 |
1,306,452 |
$56,648,000 |
47,359 |
|
CWM LLC |
103 |
- |
2024-03-31 |
925,049 |
$40,110,000 |
37,647 |
|
MARINER WEALTH ADVISORS, LLC |
223 |
- |
2023-12-31 |
792,999 |
$31,934,000 |
119,848 |
|
HSBC HOLDINGS PLC |
532 |
- |
2023-12-31 |
680,734 |
$27,413,000 |
179,229 |
|
AMERIPRISE FINANCIAL INC |
1128 |
- |
2023-12-31 |
617,584 |
$24,854,000 |
126,936 |
|
PNC FINANCIAL SERVICES GROUP INC |
369 |
- |
2024-03-31 |
547,787 |
$23,752,000 |
106,537 |
|
WELLS FARGO & CO/MN |
1082 |
- |
2024-03-31 |
488,966 |
$21,202,000 |
16,782 |
|
BANK OF NEW YORK MELLON CORP |
1887 |
- |
2024-03-31 |
267,881 |
$11,615,000 |
11,401 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
381 |
- |
2023-12-31 |
274,038 |
$11,036,000 |
165,557 |
|
SUMITOMO LIFE INSURANCE CO |
30 |
- |
2024-03-31 |
273,000 |
$10,551,000 |
44,000 |
|
FINANCIAL NETWORK |
340 |
- |
2023-12-31 |
255,427 |
$10,286,000 |
1,688 |
|
STIFEL FINANCIAL CORP |
763 |
- |
2023-12-31 |
251,820 |
$10,141,000 |
31,824 |
|
AE Wealth Management LLC |
394 |
- |
2023-12-31 |
252,048 |
$9,790,000 |
32,901 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
191 |
- |
2023-12-31 |
242,506 |
$9,766,000 |
232,877 |
|
Laurel Wealth Planning LLC |
4 |
- |
2024-03-31 |
216,198 |
$9,374,000 |
6,413 |
|
CREATIVE PLANNING |
399 |
- |
2023-12-31 |
228,948 |
$9,220,000 |
34,066 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
868 |
- |
2024-03-31 |
199,455 |
$8,648,000 |
55,742 |
|
Resources Investment Advisors Inc. |
148 |
- |
2024-03-31 |
190,831 |
$8,274,000 |
21,804 |
|
Cetera Investment Advisers |
288 |
- |
2023-12-31 |
196,566 |
$7,916,000 |
375 |
|
Brio Consultants LLC |
19 |
- |
2024-03-31 |
170,413 |
$7,389,000 |
1,275 |
|
ROYAL BANK OF CANADA |
1646 |
- |
2023-12-31 |
183,325 |
$7,382,000 |
36,000 |
|
Goss Wealth Management LLC |
266 |
- |
2023-12-31 |
181,040 |
$7,211,000 |
21,449 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
741 |
- |
2023-12-31 |
149,318 |
$6,013,000 |
5,607 |
|
UBS Group AG |
1880 |
- |
2023-12-31 |
144,583 |
$5,822,000 |
2,571 |
|
HIGHTOWER ADVISORS, LLC |
890 |
- |
2024-03-31 |
135,210 |
$5,787,000 |
2,936 |
|
Column Capital Advisors LLC |
23 |
- |
2023-09-30 |
146,774 |
$5,370,000 |
20,799 |
|
Foundations Investment Advisors LLC |
121 |
- |
2023-12-31 |
125,595 |
$4,951,000 |
22,102 |
|
Atria Wealth Solutions Inc. |
320 |
- |
2023-12-31 |
119,525 |
$4,813,000 |
10,866 |
|
ATRIA INVESTMENTS LLC |
330 |
- |
2023-12-31 |
109,523 |
$4,411,000 |
4,506 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
48 |
- |
2024-03-31 |
98,529 |
$4,272,000 |
4,015 |
|
Kestra Advisory Services LLC |
520 |
- |
2023-12-31 |
103,181 |
$4,155,000 |
4,643 |
|
AdvisorNet Financial Inc |
57 |
- |
2024-03-31 |
91,640 |
$3,974,000 |
71,647 |
|
PRINCIPAL SECURITIES INC. |
190 |
- |
2024-03-31 |
75,463 |
$3,272,000 |
4,334 |
|
US BANCORP |
694 |
- |
2024-03-31 |
74,289 |
$3,221,000 |
7 |
|
Northwest Capital Management Inc |
22 |
- |
2024-03-31 |
68,232 |
$2,959,000 |
1,784 |
|
West Wealth Group LLC |
18 |
- |
2024-03-31 |
66,089 |
$2,866,000 |
4,470 |
|
LIBERTY WEALTH MANAGEMENT LLC |
42 |
- |
2024-03-31 |
66,040 |
$2,860,000 |
1,183 |
|
Sharkey Howes & Javer |
41 |
- |
2024-03-31 |
64,422 |
$2,793,000 |
4,744 |
|
Merit Financial Group LLC |
224 |
- |
2024-03-31 |
64,263 |
$2,759,000 |
6,307 |
|
Sowell Financial Services LLC |
171 |
- |
2024-03-31 |
63,450 |
$2,751,000 |
4,417 |
|
Invst LLC |
47 |
- |
2023-12-31 |
70,956 |
$2,742,000 |
17,748 |
|
Icon Wealth Advisors LLC |
72 |
- |
2023-12-31 |
67,211 |
$2,707,000 |
12,928 |
|
TWO SIGMA INVESTMENTS LLC |
1219 |
- |
2023-12-31 |
65,500 |
$2,638,000 |
29,600 |
|
BB&T CORP |
1127 |
- |
2023-12-31 |
63,791 |
$2,569,000 |
4,586 |
|
MULTIFINANCIAL SECURITIES CORP |
433 |
- |
2023-12-31 |
61,889 |
$2,492,000 |
561 |
|
High Falls Advisors Inc |
23 |
- |
2023-12-31 |
61,118 |
$2,461,000 |
3,382 |
|
NORTHERN TRUST CORP |
2878 |
- |
2023-12-31 |
61,088 |
$2,460,000 |
8,455 |
|
Spectrum Wealth Counsel LLC |
68 |
- |
2024-03-31 |
56,102 |
$2,433,000 |
194 |
|
JOURNEY STRATEGIC WEALTH LLC |
33 |
- |
2023-12-31 |
60,162 |
$2,423,000 |
2,577 |
|
U.S. Capital Wealth Advisors LLC |
203 |
- |
2024-03-31 |
55,809 |
$2,420,000 |
4,908 |
|
RETIREMENT GUYS FORMULA LLC |
17 |
- |
2024-03-31 |
55,714 |
$2,416,000 |
3,032 |
|
Summit X LLC |
34 |
- |
2024-03-31 |
55,591 |
$2,411,000 |
2,465 |
|
Buttonwood Financial Group LLC |
16 |
- |
2024-03-31 |
54,816 |
$2,377,000 |
1,456 |
|
Atomi Financial Group Inc. |
99 |
- |
2024-03-31 |
54,180 |
$2,349,000 |
40,772 |
|
Stonebrook Private Inc. |
39 |
- |
2024-03-31 |
53,430 |
$2,317,000 |
7,801 |
|
Icon Wealth Partners LLC |
78 |
- |
2023-09-30 |
62,264 |
$2,278,000 |
1,681 |
|
Stratos Wealth Advisors LLC |
179 |
- |
2024-03-31 |
52,498 |
$2,276,000 |
821 |
|
Scarborough Advisors LLC |
23 |
- |
2024-03-31 |
51,261 |
$2,223,000 |
649 |
|
BG Investment Services Inc. |
9 |
- |
2022-12-31 |
61,303 |
$2,223,000 |
2,747 |
|
Farther Finance Advisors LLC |
126 |
- |
2023-12-31 |
51,364 |
$2,068,000 |
20,923 |
|
Change Path LLC |
158 |
- |
2023-12-31 |
48,757 |
$1,964,000 |
1,260 |
|
Cypress Wealth Services LLC |
53 |
- |
2024-03-31 |
44,161 |
$1,915,000 |
1,269 |
|
One Wealth Advisors LLC |
50 |
- |
2024-03-31 |
42,955 |
$1,863,000 |
2,198 |
|
Stone House Investment Management LLC |
20 |
- |
2023-12-31 |
45,820 |
$1,845,000 |
12,040 |
|
EQ LLC |
23 |
- |
2024-03-31 |
42,499 |
$1,843,000 |
5,026 |
|
Detalus Advisors LLC |
30 |
- |
2024-03-31 |
42,491 |
$1,842,000 |
1,474 |
|
Keystone Financial Services |
17 |
- |
2023-12-31 |
45,066 |
$1,815,000 |
2,212 |
|
TSA Wealth Managment LLC |
26 |
- |
2024-03-31 |
41,212 |
$1,787,000 |
1,554 |
|
Keebeck Wealth Management LLC |
97 |
- |
2023-12-31 |
43,099 |
$1,736,000 |
3,555 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
999 |
- |
2024-03-31 |
39,513 |
$1,713,000 |
1,303 |
|
UMA Financial Services Inc. |
45 |
- |
2024-03-31 |
40,900 |
$1,686,000 |
1,770 |
|
WARNER FINANCIAL INC |
29 |
- |
2024-03-31 |
38,769 |
$1,681,000 |
419 |
|
Apollon Wealth Management LLC |
337 |
- |
2024-03-31 |
37,842 |
$1,641,000 |
1,423 |
|
Derbend Asset Management |
26 |
- |
2024-03-31 |
35,950 |
$1,559,000 |
2,903 |
|
TNF LLC |
24 |
- |
2024-03-31 |
36,050 |
$1,525,000 |
715 |
|
FTB Advisors Inc. |
217 |
- |
2024-03-31 |
34,057 |
$1,477,000 |
4,319 |
|
STRATEGY ASSET MANAGERS LLC |
64 |
- |
2024-03-31 |
32,600 |
$1,414,000 |
208 |
|
Legacy Financial Group LLC |
45 |
- |
2024-03-31 |
32,462 |
$1,408,000 |
32,462 |
|
Brookstone Capital Management |
423 |
- |
2024-03-31 |
30,714 |
$1,332,000 |
233 |
|
GRIES FINANCIAL LLC |
87 |
- |
2023-12-31 |
32,893 |
$1,325,000 |
469 |
|
Sentinus LLC |
46 |
- |
2023-06-30 |
33,718 |
$1,318,000 |
692 |
|
Forthright Family Wealth Advisory LLC |
26 |
- |
2024-03-31 |
29,148 |
$1,264,000 |
1,453 |
|
Madrona Financial Services LLC |
35 |
- |
2024-03-31 |
29,025 |
$1,259,000 |
1,143 |
|
SWMG LLC |
31 |
- |
2023-12-31 |
29,983 |
$1,207,000 |
510 |
|
Apeiron RIA LLC |
56 |
- |
2024-03-31 |
27,766 |
$1,204,000 |
4,694 |
|
ShoreHaven Wealth Partners LLC |
38 |
- |
2024-03-31 |
27,230 |
$1,181,000 |
810 |
|
J.W. COLE ADVISORS INC. |
316 |
- |
2024-03-31 |
26,518 |
$1,150,000 |
1,447 |
|
PROEQUITIES INC. |
261 |
- |
2024-03-31 |
26,400 |
$1,145,000 |
794 |
|
DFPG INVESTMENTS INC. |
213 |
- |
2023-12-31 |
28,698 |
$1,139,000 |
1,747 |
|
Rockefeller Capital Management L.P. |
1096 |
- |
2023-12-31 |
28,111 |
$1,132,000 |
5,284 |
|
Snowden Capital Advisors LLC |
406 |
- |
2023-12-31 |
27,982 |
$1,127,000 |
5,167 |
|
CAPTRUST FINANCIAL ADVISORS |
1202 |
- |
2023-12-31 |
27,001 |
$1,087,000 |
699 |
|
Bay Harbor Wealth Management LLC |
34 |
- |
2024-03-31 |
24,794 |
$1,075,000 |
1,343 |
|
IFP Advisors Inc |
369 |
- |
2023-12-31 |
26,072 |
$1,050,000 |
86 |
|
Perigon Wealth Management LLC |
367 |
- |
2024-03-31 |
23,554 |
$1,021,000 |
4,224 |
|
Cobblestone Asset Management LLC |
24 |
- |
2024-03-31 |
23,152 |
$1,004,000 |
188 |
|
|
100 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|