|
Institutional
Holders
Total
Institutions:
|
300 11 |
|
Total
shares held :
|
3,983,274 |
|
% of shares
held :
|
44.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
25 |
|
Amount
of shares held :
|
338,490 |
|
% of shares
held change :
|
3.8% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$386.82 |
|
Last
Quarter's Ending
Price :
|
$448.18 |
|
Last
Quarter's Average
Price :
|
$410.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
324.84 (79.19%) |
|
|
|
|
|
|
|
|
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/ |
554 |
- |
2023-12-31 |
449,217 |
$201,330,000 |
19,310 |
|
BANK OF MONTREAL /CAN/ |
167 |
- |
2023-12-31 |
417,366 |
$188,403,000 |
65,296 |
|
MORGAN STANLEY |
1016 |
- |
2023-12-31 |
277,099 |
$124,191,000 |
34,085 |
|
ROYAL BANK OF CANADA |
509 |
- |
2023-12-31 |
202,016 |
$90,541,000 |
539 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
177,009 |
$79,332,000 |
149,399 |
|
LPL FINANCIAL CORP |
|
- |
2024-03-31 |
738,150 |
$63,614,000 |
626,907 |
|
J P MORGAN CHASE & CO |
|
- |
2024-03-31 |
667,764 |
$57,548,000 |
561,162 |
|
Gray Foundation |
2 |
- |
2024-03-31 |
522,084 |
$44,993,000 |
435,070 |
|
WELLS FARGO & CO/MN |
|
- |
2024-03-31 |
408,265 |
$35,184,000 |
346,487 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
306 |
- |
2024-03-31 |
325,000 |
$28,009,000 |
276,700 |
|
UBS Group AG |
969 |
- |
2023-12-31 |
58,938 |
$26,415,000 |
7,100 |
|
RAYMOND JAMES & ASSOCIATES |
655 |
- |
2024-03-31 |
306,070 |
$26,377,000 |
241,854 |
|
GM Advisory Group Inc. |
|
- |
2024-03-31 |
287,719 |
$24,796,000 |
242,597 |
|
GOLDMAN SACHS GROUP INC/ |
1438 |
- |
2023-12-31 |
53,038 |
$23,771,000 |
1,708 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
450 |
- |
2024-03-31 |
271,599 |
$23,406,000 |
227,116 |
|
AMERIPRISE FINANCIAL INC |
1196 |
- |
2023-12-31 |
50,443 |
$22,607,000 |
13,945 |
|
Legacy Financial Strategies LLC |
6 |
- |
2024-03-31 |
247,896 |
$21,364,000 |
205,059 |
|
Stuart Chaussee & Associates Inc. |
|
- |
2024-03-31 |
236,766 |
$20,404,000 |
196,572 |
|
JANNEY MONTGOMERY SCOTT LLC |
364 |
- |
2024-03-31 |
204,773 |
$17,647,000 |
164,378 |
|
ENVESTNET ASSET MANAGEMENT INC |
1105 |
- |
2023-12-31 |
39,173 |
$17,556,000 |
2,342 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
|
- |
2024-03-31 |
198,626 |
$17,118,000 |
177,645 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
569 |
- |
2024-03-31 |
189,817 |
$16,359,000 |
157,603 |
|
MATHES COMPANY INC |
1 |
- |
2024-03-31 |
164,496 |
$14,176,000 |
137,080 |
|
BAILARD BIEHL & KAISER INC |
|
- |
2024-03-31 |
156,937 |
$13,525,000 |
128,981 |
|
MARINER WEALTH ADVISORS, LLC |
424 |
- |
2023-12-31 |
26,412 |
$11,837,000 |
4,348 |
|
STIFEL FINANCIAL CORP |
789 |
- |
2023-12-31 |
21,272 |
$9,534,000 |
1,463 |
|
CIC Wealth LLC |
7 |
- |
2024-03-31 |
102,577 |
$8,840,000 |
85,311 |
|
Avestar Capital LLC |
|
- |
2024-03-31 |
102,439 |
$8,828,000 |
76,176 |
|
Advisor Group Holdings Inc. |
|
- |
2024-03-31 |
99,652 |
$8,590,000 |
81,013 |
|
PNC FINANCIAL SERVICES GROUP INC |
|
- |
2024-03-31 |
97,551 |
$8,407,000 |
80,871 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
517 |
- |
2024-03-31 |
97,009 |
$8,360,000 |
81,193 |
|
HB Wealth Management LLC |
105 |
- |
2024-03-31 |
94,801 |
$8,170,000 |
83,912 |
|
White Lighthouse Investment Management Inc. |
|
- |
2024-03-31 |
75,823 |
$6,534,000 |
62,544 |
|
WealthBridge Capital Management LLC |
11 |
- |
2024-03-31 |
71,393 |
$6,153,000 |
59,425 |
|
Meridian Wealth Management LLC |
21 |
- |
2024-03-31 |
69,612 |
$5,999,000 |
58,010 |
|
CWM LLC |
397 |
- |
2024-03-31 |
63,941 |
$5,510,000 |
53,249 |
|
Carnick & Kubik Group LLC |
64 |
- |
2024-03-31 |
62,678 |
$5,402,000 |
53,015 |
|
PRUDENTIAL FINANCIAL INC |
894 |
- |
2023-12-31 |
11,921 |
$5,343,000 |
263 |
|
Private Advisor Group LLC |
453 |
- |
2024-03-31 |
59,629 |
$5,139,000 |
51,037 |
|
SCOTIA CAPITAL INC. |
242 |
- |
2023-12-31 |
11,049 |
$4,952,000 |
719 |
|
Apexium Financial LP |
38 |
- |
2024-03-31 |
56,572 |
$4,875,000 |
46,792 |
|
AFT, FORSYTH & COMPANY, INC. |
7 |
- |
2024-03-31 |
56,097 |
$4,834,000 |
46,717 |
|
Humankind Investments LLC |
|
- |
2024-03-31 |
48,930 |
$4,217,000 |
40,775 |
|
BANK OF NEW YORK MELLON CORP |
2454 |
- |
2024-03-31 |
43,454 |
$3,745,000 |
36,514 |
|
MULTIFINANCIAL SECURITIES CORP |
352 |
- |
2023-12-31 |
7,967 |
$3,570,000 |
1,424 |
|
INTERACTIVE FINANCIAL ADVISORS |
16 |
- |
2024-03-31 |
41,178 |
$3,549,000 |
36,678 |
|
ADVISORY SERVICES NETWORK, LLC |
|
- |
2024-03-31 |
33,494 |
$2,886,000 |
27,793 |
|
HIGHTOWER ADVISORS, LLC |
|
- |
2024-03-31 |
32,505 |
$2,805,000 |
24,534 |
|
Milestone Advisory Partners |
19 |
- |
2023-09-30 |
6,753 |
$2,581,000 |
695 |
|
One Capital Management LLC |
|
- |
2024-03-31 |
29,850 |
$2,572,000 |
24,875 |
|
IHT Wealth Management LLC |
188 |
- |
2023-12-31 |
5,477 |
$2,455,000 |
35 |
|
Migdal Insurance & Financial Holdings Ltd. |
110 |
- |
2024-03-31 |
27,234 |
$2,347,000 |
22,770 |
|
Clarity Wealth Advisors LLC |
33 |
- |
2024-03-31 |
27,166 |
$2,341,000 |
22,614 |
|
ATRIA INVESTMENTS LLC |
564 |
- |
2023-12-31 |
4,867 |
$2,181,000 |
397 |
|
U.S. Capital Wealth Advisors LLC |
|
- |
2024-03-31 |
23,634 |
$2,037,000 |
19,716 |
|
BROWN ADVISORY HOLDINGS INC |
651 |
- |
2024-03-31 |
22,080 |
$1,903,000 |
20,953 |
|
FMR LLC |
2181 |
- |
2023-12-31 |
4,079 |
$1,828,000 |
248 |
|
WESPAC ADVISORS, LLC |
23 |
- |
2024-03-31 |
20,106 |
$1,733,000 |
16,966 |
|
Houlihan Financial Resource Group Ltd. |
|
- |
2024-03-31 |
19,322 |
$1,665,000 |
16,105 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1023 |
- |
2024-03-31 |
18,907 |
$1,629,000 |
15,787 |
|
MERCER GLOBAL ADVISORS INC /ADV |
792 |
- |
2023-12-31 |
3,623 |
$1,624,000 |
476 |
|
Adviser Investments LLC |
261 |
- |
2024-03-31 |
18,102 |
$1,560,000 |
16,090 |
|
WEBSTER BANK |
94 |
- |
2024-03-31 |
18,078 |
$1,558,000 |
15,065 |
|
CREATIVE PLANNING |
1021 |
- |
2023-12-31 |
3,439 |
$1,541,000 |
207 |
|
M&T BANK CORP |
|
- |
2024-03-31 |
17,508 |
$1,509,000 |
14,594 |
|
Nikulski Financial Inc. |
53 |
- |
2024-03-31 |
17,346 |
$1,495,000 |
14,876 |
|
GREAT VALLEY ADVISOR GROUP INC. |
|
- |
2024-03-31 |
17,090 |
$1,473,000 |
16,569 |
|
CALDWELL SUTTER CAPITAL INC. |
38 |
- |
2024-03-31 |
16,902 |
$1,457,000 |
13,982 |
|
Perigon Wealth Management LLC |
297 |
- |
2024-03-31 |
16,699 |
$1,439,000 |
13,917 |
|
Atria Wealth Solutions Inc. |
719 |
- |
2023-12-31 |
3,196 |
$1,432,000 |
153 |
|
PROSPERA FINANCIAL SERVICES |
382 |
- |
2023-12-31 |
3,147 |
$1,410,000 |
118 |
|
H D Vest Advisory Services |
|
- |
2024-03-31 |
16,324 |
$1,407,000 |
13,495 |
|
Capital Wealth Alliance LLC |
|
- |
2024-03-31 |
15,385 |
$1,326,000 |
13,347 |
|
Security Financial Services INC. |
57 |
- |
2024-03-31 |
15,112 |
$1,302,000 |
12,322 |
|
CLIFFORD ASSOCIATES LLC |
161 |
- |
2024-03-31 |
15,000 |
$1,293,000 |
12,500 |
|
SMITH MOORE & CO. |
127 |
- |
2023-12-31 |
2,859 |
$1,281,000 |
330 |
|
Pallas Capital Advisors LLC |
187 |
- |
2024-03-31 |
14,735 |
$1,270,000 |
12,239 |
|
Crescent Grove Advisors LLC |
109 |
- |
2024-03-31 |
14,340 |
$1,236,000 |
11,332 |
|
Kestra Advisory Services LLC |
1037 |
- |
2023-12-31 |
2,616 |
$1,172,000 |
377 |
|
COMERICA BANK |
1456 |
- |
2023-12-31 |
2,605 |
$1,168,000 |
135 |
|
Congress Wealth Management LLC / DE / |
365 |
- |
2024-03-31 |
12,825 |
$1,105,000 |
10,689 |
|
Family Firm Inc. |
69 |
- |
2024-03-31 |
12,674 |
$1,092,000 |
10,561 |
|
Global Retirement Partners LLC |
354 |
- |
2024-03-31 |
11,978 |
$1,032,000 |
11,228 |
|
Ayalon Holdings Ltd. |
51 |
- |
2024-03-31 |
11,826 |
$1,019,000 |
9,855 |
|
WEALTHSOURCE PARTNERS LLC |
195 |
- |
2023-12-31 |
2,250 |
$1,008,000 |
370 |
|
RMR Wealth Builders |
106 |
- |
2024-03-31 |
10,313 |
$889,000 |
8,787 |
|
Clarius Group LLC |
148 |
- |
2024-03-31 |
9,774 |
$842,000 |
8,145 |
|
Miracle Mile Advisors LLC |
286 |
- |
2024-03-31 |
9,760 |
$841,000 |
8,133 |
|
CITIGROUP INC |
|
- |
2024-03-31 |
9,759 |
$841,000 |
8,116 |
|
FINANCIAL NETWORK |
1504 |
- |
2023-12-31 |
1,820 |
$816,000 |
388 |
|
PEAPACK GLADSTONE FINANCIAL CORP |
|
- |
2024-03-31 |
9,300 |
$802,000 |
7,750 |
|
HAZLETT BURT & WATSON INC. |
45 |
- |
2024-03-31 |
9,039 |
$779,000 |
8,362 |
|
HORIZON BANCORP /IN/ |
22 |
- |
2024-03-31 |
8,928 |
$769,000 |
7,378 |
|
US BANCORP |
|
- |
2024-03-31 |
8,484 |
$731,000 |
7,014 |
|
Kearns & Associates LLC |
|
- |
2024-03-31 |
8,226 |
$709,000 |
6,855 |
|
Willis Johnson & Associates Inc. |
69 |
- |
2024-03-31 |
8,216 |
$708,000 |
6,740 |
|
PROEQUITIES INC. |
376 |
- |
2024-03-31 |
8,103 |
$698,000 |
7,071 |
|
WEALTHTRUST AXIOM LLC |
|
- |
2024-03-31 |
7,950 |
$685,000 |
6,625 |
|
MML INVESTORS SERVICES LLC |
1586 |
- |
2023-12-31 |
1,478 |
$663,000 |
306 |
|
Kesler Norman & Wride LLC |
118 |
- |
2024-03-31 |
7,596 |
$655,000 |
5,966 |
|
|
100 Records found
|
1
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