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Download |
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Institutional
Holders
Total
Institutions:
 |
402  17 |
|
|
Total
shares held :
|
191,891,635 |
|
|
% of shares
held :
|
19.99% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
84 |
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|
Amount
of shares held :
|
5,080,723 |
|
|
% of shares
held change :
|
0.53% |
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| Quarter
Price vs. Current Price:
|
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Quarter Price vs.
Current Price:
|
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Last
Quarter's Starting
Price :
|
N/A |
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|
Last
Quarter's Ending
Price :
|
N/A |
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Last
Quarter's Average
Price :
|
N/A |
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Change
from last quarter's
avg. price
to the last closing :
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(%) |
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| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
|
New
Positions : |
40
|
4,934,685
|
2.57%
|
|
|
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Increased
Positions : |
189
|
8,173,494
|
4.26%
|
|
 |
Unchanged
Positions : |
51
|
5,905,029
|
3.08%
|
|
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Decreased
Positions : |
122
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-7,349,091
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-3.83%
|
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Closed
Positions : |
23
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-678,365
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-0.35%
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Guru
Positions : |
1
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6,688
|
0%
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Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  VICTORY CAPITAL MANAGEMENT INC |
|
- |
2024-03-31 |
2,018,660 |
$80,060,000 |
0 |
|
| Employees Retirement Fund of the City of Fort Wort |
4 |
- |
2023-12-31 |
637,000 |
$23,926,000 |
0 |
|
| TIEDEMANN WEALTH MANAGEMENT, LLC |
31 |
- |
2023-09-30 |
242,671 |
$8,156,000 |
0 |
|
| Well Done LLC |
36 |
- |
2024-03-31 |
78,165 |
$3,100,000 |
0 |
|
| Chicago Partners Investment Group LLC |
192 |
- |
2024-03-31 |
59,066 |
$2,272,000 |
0 |
|
| Yoder Wealth Management Inc. |
31 |
- |
2024-03-31 |
34,901 |
$1,384,000 |
0 |
|
| HARBOUR INVESTMENTS INC. |
342 |
- |
2023-12-31 |
29,460 |
$1,107,000 |
0 |
|
| Pathway Financial Advisors LLC |
54 |
- |
2024-03-31 |
21,103 |
$837,000 |
0 |
|
| HB Wealth Management LLC |
|
- |
2024-03-31 |
14,068 |
$558,000 |
0 |
|
| AJ WEALTH STRATEGIES LLC |
176 |
- |
2023-06-30 |
15,270 |
$544,000 |
0 |
|
| MADDEN ADVISORY SERVICES, INC. |
|
- |
2024-03-31 |
12,658 |
$502,000 |
0 |
|
| Burt Wealth Advisors |
70 |
- |
2024-03-31 |
11,895 |
$472,000 |
0 |
|
| Worth Financial Advisory Group LLC |
|
- |
2024-03-31 |
11,488 |
$456,000 |
0 |
|
| Spire Wealth Management |
546 |
- |
2024-03-31 |
11,321 |
$449,000 |
0 |
|
| ALESCO ADVISORS LLC |
126 |
- |
2023-12-31 |
11,800 |
$443,000 |
0 |
|
| WETHERBY ASSET MANAGEMENT INC |
653 |
- |
2023-12-31 |
9,722 |
$365,000 |
0 |
|
| Bank of Marin |
98 |
- |
2023-12-31 |
8,025 |
$301,000 |
0 |
|
| SeaCrest Wealth Management LLC |
474 |
- |
2024-03-31 |
6,925 |
$275,000 |
0 |
|
| Alta Wealth Advisors LLC |
|
- |
2024-03-31 |
6,910 |
$274,000 |
0 |
|
| Bond & Devick Financial Network Inc. |
132 |
- |
2024-03-31 |
5,914 |
$235,000 |
0 |
|
| Hurlow Wealth Management Group Inc. |
108 |
- |
2024-03-31 |
5,777 |
$229,000 |
0 |
|
| Stewardship Advisors LLC |
58 |
- |
2024-03-31 |
5,486 |
$218,000 |
0 |
|
| HERON FINANCIAL GROUP LLC |
139 |
- |
2023-06-30 |
5,720 |
$204,000 |
0 |
|
| Key Financial Inc |
228 |
- |
2024-03-31 |
4,982 |
$187,000 |
0 |
|
| EverSource Wealth Advisors LLC |
465 |
- |
2023-12-31 |
4,671 |
$175,000 |
0 |
|
| Red Tortoise LLC |
84 |
- |
2024-03-31 |
3,361 |
$133,000 |
0 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1476 |
- |
2023-12-31 |
3,103 |
$117,000 |
0 |
|
| MOTCO |
258 |
- |
2023-12-31 |
1,995 |
$75,000 |
0 |
|
| Sunbelt Securities Inc. |
824 |
- |
2024-03-31 |
1,476 |
$59,000 |
0 |
|
| Pinnacle Bank |
387 |
- |
2024-03-31 |
1,343 |
$53,000 |
0 |
|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank F |
838 |
- |
2023-12-31 |
1,020 |
$38,000 |
0 |
|
| TUCKER ASSET MANAGEMENT LLC |
328 |
- |
2023-12-31 |
675 |
$25,000 |
0 |
|
| Heritage Wealth Advisors |
386 |
- |
2023-12-31 |
634 |
$24,000 |
0 |
|
| Halpern Financial Inc. |
123 |
- |
2024-03-31 |
552 |
$22,000 |
0 |
|
| ELEVATE WEALTH ADVISORY INC |
95 |
- |
2024-03-31 |
479 |
$19,000 |
0 |
|
| Private Ocean LLC |
334 |
- |
2024-03-31 |
357 |
$14,000 |
0 |
|
| Financial Perspectives Inc |
431 |
- |
2024-03-31 |
328 |
$13,000 |
0 |
|
| ANCORA ADVISORS, LLC |
1198 |
- |
2023-12-31 |
293 |
$11,000 |
0 |
|
| CGC Financial Services LLC |
202 |
- |
2024-03-31 |
289 |
$11,000 |
0 |
|
| WOLFF WIESE MAGANA LLC |
298 |
- |
2024-03-31 |
240 |
$10,000 |
0 |
|
| CVA Family Office LLC |
764 |
- |
2024-03-31 |
212 |
$8,000 |
0 |
|
| Laurel Wealth Advisors LLC |
484 |
- |
2023-12-31 |
75 |
$3,000 |
0 |
|
| CULLEN FROST BANKERS INC |
929 |
- |
2023-12-31 |
50 |
$2,000 |
0 |
|
| NBC SECURITIES INC. |
1983 |
- |
2024-03-31 |
66 |
$2,000 |
0 |
|
| Newbridge Financial Services Group Inc. |
1056 |
- |
2024-03-31 |
32 |
$1,000 |
0 |
|
| Evolution Advisers Inc. |
177 |
- |
2024-03-31 |
22 |
$1,000 |
0 |
|
| Beaird Harris Wealth Management LLC |
537 |
- |
2023-12-31 |
23 |
$1,000 |
0 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
|
*New |
2024-03-31 |
0 |
$0 |
0 |
|
| Stonebridge Capital Advisors LLC |
745 |
*Closed |
2023-12-31 |
0 |
$0 |
0 |
|
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49 Records found
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1
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