|
Institutional
Holders
Total
Institutions:
|
241 8 |
|
Total
shares held :
|
42,093,143 |
|
% of shares
held :
|
87.07% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
1,534,936 |
|
% of shares
held change :
|
3.17% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$73.45 |
|
Last
Quarter's Ending
Price :
|
$80.52 |
|
Last
Quarter's Average
Price :
|
$76.49 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.93 (16.9%) |
|
|
|
|
|
|
|
|
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. |
337 |
- |
2023-12-31 |
24,932,243 |
$2,007,544,000 |
198,391 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
43 |
- |
2023-12-31 |
3,228,764 |
$259,980,000 |
229,905 |
|
OLD NATIONAL BANCORP /IN/ |
5 |
- |
2023-12-31 |
1,312,094 |
$105,650,000 |
87,100 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
55 |
- |
2023-12-31 |
1,284,812 |
$103,453,000 |
-98,642 |
|
Amplius Wealth Advisors LLC |
1 |
- |
2023-12-31 |
724,233 |
$58,313,000 |
141,995 |
|
MORGAN STANLEY |
1625 |
- |
2023-12-31 |
684,819 |
$55,142,000 |
32,256 |
|
BANK OF AMERICA CORP /DE/ |
1113 |
- |
2023-12-31 |
680,593 |
$54,801,000 |
34,536 |
|
WADDELL & ASSOCIATES LLC |
5 |
- |
2023-12-31 |
648,182 |
$52,191,000 |
256,363 |
|
LPL FINANCIAL CORP |
630 |
- |
2023-12-31 |
431,020 |
$34,706,000 |
34,360 |
|
UBS Group AG |
870 |
- |
2023-12-31 |
402,426 |
$32,403,000 |
12,290 |
|
Advisor Group Holdings Inc. |
368 |
- |
2023-12-31 |
350,543 |
$28,064,000 |
50,629 |
|
Beaumont Financial Advisors LLC |
7 |
- |
2023-12-31 |
325,404 |
$26,202,000 |
-70,629 |
|
STEPHENS INC /AR/ |
56 |
- |
2023-12-31 |
307,460 |
$24,757,000 |
-1,835 |
|
ROYAL BANK OF CANADA |
1077 |
- |
2023-12-31 |
278,873 |
$22,455,000 |
-4,809 |
|
AMERIPRISE FINANCIAL INC |
1236 |
- |
2023-12-31 |
260,827 |
$21,000,000 |
167,094 |
|
RAYMOND JAMES & ASSOCIATES |
735 |
- |
2023-12-31 |
251,733 |
$20,270,000 |
55,353 |
|
ENVESTNET ASSET MANAGEMENT INC |
1085 |
- |
2023-12-31 |
227,274 |
$18,300,000 |
-19,078 |
|
Connectus Wealth LLC |
73 |
- |
2023-12-31 |
211,198 |
$17,006,000 |
199,297 |
|
WELLS FARGO & CO/MN |
1229 |
- |
2023-12-31 |
188,796 |
$15,202,000 |
51,705 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
586 |
- |
2023-12-31 |
184,203 |
$14,832,000 |
13,105 |
|
Per Stirling Capital Management LLC. |
6 |
- |
2023-12-31 |
183,161 |
$14,748,000 |
3,164 |
|
Kaye Capital Management |
6 |
- |
2023-12-31 |
167,111 |
$13,800,000 |
-4,067 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
600 |
- |
2023-12-31 |
165,445 |
$13,322,000 |
8,948 |
|
H D Vest Advisory Services |
127 |
- |
2023-12-31 |
160,002 |
$12,883,000 |
37,562 |
|
Asset Allocation Strategies LLC |
4 |
- |
2023-12-31 |
159,406 |
$12,835,000 |
25,369 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
386 |
- |
2023-12-31 |
151,320 |
$12,184,000 |
-5,405 |
|
Drake & Associates LLC |
9 |
- |
2023-12-31 |
151,096 |
$12,166,000 |
1,299 |
|
SCOTIA CAPITAL INC. |
146 |
- |
2023-12-31 |
150,618 |
$12,126,000 |
-2,755 |
|
Tower Wealth Partners Inc. |
|
- |
2023-12-31 |
123,475 |
$9,942,000 |
-3,363 |
|
CITIGROUP INC |
868 |
- |
2023-12-31 |
114,688 |
$9,235,000 |
1,132 |
|
Flagship Private Wealth LLC |
3 |
- |
2023-12-31 |
113,689 |
$9,154,000 |
5,330 |
|
MML INVESTORS SERVICES LLC |
406 |
- |
2023-12-31 |
110,408 |
$8,890,000 |
-49,297 |
|
CENTAURUS FINANCIAL INC. |
31 |
- |
2023-12-31 |
108,838 |
$8,764,000 |
1,434 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
118 |
- |
2023-12-31 |
103,204 |
$8,310,000 |
11,072 |
|
Ameritas Advisory Services LLC |
50 |
- |
2023-12-31 |
100,399 |
$8,230,000 |
-8,176 |
|
BANK OF MONTREAL /CAN/ |
923 |
- |
2023-12-31 |
101,330 |
$8,182,000 |
-721 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
|
- |
2023-12-31 |
99,776 |
$8,034,000 |
9,053 |
|
Connecticut Wealth Management LLC |
39 |
- |
2023-12-31 |
95,840 |
$7,717,000 |
0 |
|
SILVER OAK SECURITIES Inc |
24 |
- |
2023-12-31 |
86,160 |
$6,938,000 |
28,762 |
|
Modern Wealth Management LLC |
21 |
- |
2023-12-31 |
85,866 |
$6,914,000 |
0 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
557 |
- |
2023-12-31 |
85,817 |
$6,910,000 |
-1,768 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
40 |
- |
2023-12-31 |
84,159 |
$6,776,000 |
9,512 |
|
Bluesphere Advisors LLC |
5 |
- |
2023-12-31 |
82,868 |
$6,673,000 |
-16 |
|
Sigma Planning Corp |
31 |
- |
2023-12-31 |
74,456 |
$5,995,000 |
49,485 |
|
Certified Advisory Corp |
27 |
- |
2023-12-31 |
71,596 |
$5,765,000 |
3,398 |
|
Equitable Holdings Inc. |
208 |
- |
2023-12-31 |
67,148 |
$5,407,000 |
5,201 |
|
CIBC WORLD MARKETS INC. |
339 |
- |
2023-12-31 |
66,237 |
$5,333,000 |
-190 |
|
Cetera Investment Advisers |
453 |
- |
2023-12-31 |
58,921 |
$4,744,000 |
5,442 |
|
Private Advisor Group LLC |
464 |
- |
2023-12-31 |
56,461 |
$4,546,000 |
453 |
|
MARINER WEALTH ADVISORS, LLC |
729 |
- |
2023-12-31 |
54,386 |
$4,379,000 |
5,353 |
|
ATRIA INVESTMENTS LLC |
341 |
- |
2023-12-31 |
52,345 |
$4,215,000 |
-18,239 |
|
Capital Advisors Ltd. LLC |
33 |
- |
2023-12-31 |
52,325 |
$4,213,000 |
-1,920 |
|
HUDOCK MOYER WEALTH RESOURCES, LLC |
|
- |
2023-12-31 |
50,047 |
$4,030,000 |
1,057 |
|
USAdvisors Wealth Management LLC |
22 |
- |
2023-12-31 |
49,735 |
$4,004,000 |
-14,588 |
|
180 WEALTH ADVISORS LLC |
|
- |
2023-12-31 |
50,120 |
$4,000,000 |
-1,970 |
|
HARBOUR INVESTMENTS INC. |
115 |
- |
2023-12-31 |
49,088 |
$3,953,000 |
12,777 |
|
Barber Financial Group Inc. |
22 |
- |
2023-03-31 |
56,308 |
$3,945,000 |
-5,160 |
|
CREATIVE PLANNING |
648 |
- |
2023-12-31 |
47,665 |
$3,838,000 |
498 |
|
FAGAN ASSOCIATES INC. |
36 |
- |
2023-12-31 |
45,264 |
$3,645,000 |
-1,201 |
|
Aveo Capital Partners LLC |
68 |
- |
2023-12-31 |
44,769 |
$3,605,000 |
-1,934 |
|
Cedar Brook Financial Partners LLC |
27 |
- |
2023-12-31 |
42,468 |
$3,436,000 |
2,172 |
|
JANNEY MONTGOMERY SCOTT LLC |
876 |
- |
2023-12-31 |
41,995 |
$3,381,000 |
573 |
|
KINGSWOOD WEALTH ADVISORS LLC |
58 |
- |
2023-12-31 |
40,490 |
$3,260,000 |
33,500 |
|
BOYD WATTERSON ASSET MANAGEMENT LLC/OH |
19 |
- |
2023-12-31 |
40,330 |
$3,247,000 |
0 |
|
Whelan Financial |
10 |
- |
2023-12-31 |
39,349 |
$3,168,000 |
6,052 |
|
Clear Perspectives Financial Planning LLC |
15 |
- |
2023-03-31 |
43,702 |
$3,062,000 |
38,196 |
|
Kestra Advisory Services LLC |
642 |
- |
2023-12-31 |
36,715 |
$2,956,000 |
-4,232 |
|
Bleakley Financial Group LLC |
|
- |
2023-12-31 |
35,127 |
$2,828,000 |
-1,132 |
|
Sawtooth Asset Management Inc. |
233 |
- |
2023-12-31 |
35,127 |
$2,828,000 |
-1,132 |
|
J P MORGAN CHASE & CO |
2765 |
- |
2023-12-31 |
35,074 |
$2,824,000 |
31,426 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
647 |
- |
2023-09-30 |
37,023 |
$2,712,000 |
-261 |
|
TD Waterhouse Canada Inc. |
290 |
- |
2023-12-31 |
31,175 |
$2,586,000 |
2,685 |
|
FINANCIAL NETWORK |
863 |
- |
2023-12-31 |
31,198 |
$2,512,000 |
-1,285 |
|
AE Wealth Management LLC |
839 |
*New |
2023-12-31 |
28,701 |
$2,393,000 |
28,701 |
|
RAYMOND JAMES TRUST CO |
267 |
- |
2023-12-31 |
29,159 |
$2,348,000 |
9,593 |
|
Baird Financial Group Inc. |
887 |
- |
2023-12-31 |
29,057 |
$2,340,000 |
-341 |
|
CAPITAL RESEARCH & MANAGEMENT CO DIVISION 3 |
421 |
- |
2023-12-31 |
28,759 |
$2,319,000 |
16,205 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1757 |
- |
2023-12-31 |
28,431 |
$2,289,000 |
22,707 |
|
GLOBALT Investments LLC / GA |
112 |
- |
2023-12-31 |
26,818 |
$2,159,000 |
0 |
|
IEQ CAPITAL LLC |
278 |
- |
2023-12-31 |
26,782 |
$2,157,000 |
-1,103 |
|
RATHBONE BROTHERS PLC |
252 |
- |
2023-12-31 |
26,106 |
$2,102,000 |
-1,447 |
|
RDA Financial Network |
37 |
- |
2023-12-31 |
25,312 |
$2,038,000 |
-1,293 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
220 |
- |
2023-12-31 |
23,531 |
$1,895,000 |
0 |
|
Qube Research & Technologies Ltd |
1330 |
- |
2023-12-31 |
23,229 |
$1,870,000 |
23,229 |
|
Csenge Advisory Group |
156 |
- |
2023-12-31 |
22,095 |
$1,779,000 |
-1,037 |
|
Meridian Wealth Management LLC |
182 |
*New |
2023-12-31 |
21,551 |
$1,735,000 |
21,551 |
|
LWM Advisory Services LLC |
15 |
- |
2023-12-31 |
20,577 |
$1,657,000 |
20,019 |
|
Vickerman Investment Advisors Inc. |
47 |
- |
2023-12-31 |
20,198 |
$1,626,000 |
1,416 |
|
Curbstone Financial Management Corp |
72 |
- |
2023-12-31 |
20,080 |
$1,617,000 |
0 |
|
Atria Wealth Solutions Inc. |
671 |
- |
2023-12-31 |
19,888 |
$1,601,000 |
3,822 |
|
Steward Partners Investment Advisory LLC |
579 |
- |
2023-12-31 |
18,992 |
$1,529,000 |
83 |
|
MULTIFINANCIAL SECURITIES CORP |
608 |
- |
2023-12-31 |
18,747 |
$1,510,000 |
1,386 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
76 |
- |
2023-12-31 |
17,940 |
$1,445,000 |
97 |
|
GAMCO INVESTORS INC ET AL |
542 |
- |
2023-12-31 |
16,800 |
$1,353,000 |
0 |
|
Chicago Partners Investment Group LLC |
258 |
- |
2023-12-31 |
16,011 |
$1,329,000 |
-566 |
|
Integrated Wealth Concepts LLC |
630 |
- |
2023-12-31 |
15,626 |
$1,258,000 |
1,017 |
|
FMR LLC |
2282 |
- |
2023-12-31 |
14,506 |
$1,168,000 |
2,611 |
|
MERCER GLOBAL ADVISORS INC /ADV |
922 |
- |
2023-12-31 |
14,166 |
$1,141,000 |
482 |
|
STIFEL FINANCIAL CORP |
2057 |
- |
2023-12-31 |
14,166 |
$1,141,000 |
7,152 |
|
CAPE COD FIVE CENTS SAVINGS BANK |
103 |
- |
2023-12-31 |
14,004 |
$1,128,000 |
-15,128 |
|
|
100 Records found
|
1
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