|
Institutional
Holders
Total
Institutions:
|
356 8 |
|
Total
shares held :
|
55,072,061 |
|
% of shares
held :
|
6.01% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-44 |
|
Amount
of shares held :
|
-462,505 |
|
% of shares
held change :
|
-0.05% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.15 |
|
Last
Quarter's Ending
Price :
|
$47.56 |
|
Last
Quarter's Average
Price :
|
$46.69 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.40 (0.86%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
431 |
- |
2024-03-31 |
3,220,560 |
$152,783,000 |
-531,107 |
|
TRUST POINT INC. |
2 |
- |
2024-03-31 |
3,102,460 |
$147,181,000 |
-35,987 |
|
BLACKROCK INC. |
2276 |
- |
2024-03-31 |
1,311,919 |
$62,237,000 |
-1,132,954 |
|
UBS Group AG |
654 |
- |
2023-12-31 |
1,088,032 |
$51,747,000 |
-673,233 |
|
Newman & Schimel LLC |
1 |
- |
2022-12-31 |
814,669 |
$37,833,000 |
-27,914 |
|
WELLS FARGO & CO/MN |
851 |
- |
2024-03-31 |
738,538 |
$35,036,000 |
-13,292 |
|
JONES FINANCIAL COMPANIES LLLP |
61 |
- |
2023-12-31 |
600,395 |
$28,555,000 |
-41,801 |
|
LPL FINANCIAL CORP |
794 |
- |
2024-03-31 |
583,593 |
$27,686,000 |
-12,332 |
|
YCMNET ADVISORS INC |
47 |
- |
2023-12-31 |
487,695 |
$23,195,000 |
-9,566 |
|
AMERIVEST INVESTMENT MANAGEMENT LLC |
48 |
- |
2023-06-30 |
476,733 |
$22,234,000 |
-39,423 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
491 |
- |
2024-03-31 |
438,281 |
$20,792,000 |
-53,524 |
|
AMERIPRISE FINANCIAL INC |
1281 |
- |
2023-12-31 |
407,845 |
$19,396,000 |
-306,965 |
|
PHILLIPS FINANCIAL MANAGEMENT LLC |
25 |
- |
2024-03-31 |
315,886 |
$14,986,000 |
-11,220 |
|
Opal Wealth Advisors LLC |
4 |
- |
2024-03-31 |
306,441 |
$14,538,000 |
-129,423 |
|
CREATIVE PLANNING |
305 |
- |
2023-12-31 |
303,196 |
$14,420,000 |
-13,241 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
16 |
- |
2024-03-31 |
273,817 |
$12,990,000 |
-50,918 |
|
Advisor Group Holdings Inc. |
568 |
- |
2024-03-31 |
268,682 |
$12,746,000 |
-8,409 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
708 |
- |
2024-03-31 |
246,922 |
$11,714,000 |
-23,732 |
|
Orion Portfolio Solutions LLC |
166 |
- |
2024-03-31 |
242,474 |
$11,503,000 |
-23,731 |
|
ARKANSAS FINANCIAL GROUP INC. |
17 |
- |
2024-03-31 |
176,516 |
$8,374,000 |
-668 |
|
Iron Financial LLC |
6 |
- |
2024-03-31 |
164,289 |
$7,794,000 |
-979 |
|
Fiduciary Group LLC |
30 |
- |
2023-12-31 |
162,337 |
$7,721,000 |
-16,225 |
|
BLUESTEM FINANCIAL ADVISORS LLC |
7 |
- |
2024-03-31 |
162,390 |
$7,704,000 |
-1,698 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
566 |
- |
2024-03-31 |
155,588 |
$7,381,000 |
-7,731 |
|
Steward Partners Investment Advisory LLC |
216 |
- |
2023-12-31 |
150,273 |
$7,147,000 |
-74,308 |
|
CI Private Wealth LLC |
619 |
- |
2024-03-31 |
145,404 |
$6,898,000 |
-1,193 |
|
Brio Consultants LLC |
21 |
- |
2024-03-31 |
142,624 |
$6,766,000 |
-9,923 |
|
Windsor Group LTD |
25 |
- |
2023-09-30 |
145,679 |
$6,757,000 |
-3,791 |
|
MARYLAND CAPITAL ADVISORS INC. |
7 |
- |
2024-03-31 |
138,799 |
$6,585,000 |
-26,648 |
|
Providence First Trust Co |
8 |
- |
2023-12-31 |
132,365 |
$6,295,000 |
-3,142 |
|
MML INVESTORS SERVICES LLC |
520 |
- |
2023-12-31 |
130,223 |
$6,193,000 |
-1,338 |
|
Miracle Mile Advisors LLC |
106 |
- |
2024-03-31 |
112,432 |
$5,334,000 |
-51,887 |
|
COREPATH WEALTH PARTNERS LLC |
7 |
- |
2024-03-31 |
111,997 |
$5,258,000 |
-41,141 |
|
Rockefeller Capital Management L.P. |
621 |
- |
2023-12-31 |
108,977 |
$5,183,000 |
-8,210 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
788 |
- |
2023-12-31 |
108,123 |
$5,143,000 |
-169,006 |
|
Garrett Investment Advisors LLC |
36 |
- |
2024-03-31 |
98,618 |
$4,678,000 |
-234,358 |
|
Kovitz Investment Group Partners LLC |
159 |
- |
2023-12-31 |
96,867 |
$4,607,000 |
-100,942 |
|
Dynamic Advisors Solutions LLC |
183 |
- |
2024-03-31 |
92,435 |
$4,385,000 |
-42,940 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
102 |
- |
2023-12-31 |
83,929 |
$3,992,000 |
-74,020 |
|
Lutz Financial Services LLC |
47 |
- |
2024-03-31 |
83,601 |
$3,966,000 |
-15,381 |
|
Kestra Advisory Services LLC |
561 |
- |
2023-12-31 |
76,884 |
$3,657,000 |
-2,801 |
|
LJI Wealth Management LLC |
19 |
- |
2023-12-31 |
76,763 |
$3,651,000 |
-3,517 |
|
BCGM Wealth Management LLC |
19 |
- |
2024-03-31 |
74,607 |
$3,539,000 |
-667 |
|
GOLDMAN SACHS GROUP INC/ |
2777 |
- |
2023-12-31 |
74,197 |
$3,529,000 |
-1,124 |
|
Sound View Wealth Advisors Group LLC |
61 |
- |
2024-03-31 |
72,093 |
$3,420,000 |
-7,365 |
|
FINANCIAL NETWORK |
743 |
- |
2023-12-31 |
71,404 |
$3,396,000 |
-29,246 |
|
AE Wealth Management LLC |
749 |
- |
2023-12-31 |
65,270 |
$3,102,000 |
-224,666 |
|
Financial Synergies Wealth Advisors Inc. |
28 |
- |
2024-03-31 |
65,282 |
$3,097,000 |
-163,411 |
|
PROSPERA FINANCIAL SERVICES |
242 |
- |
2023-12-31 |
60,958 |
$2,899,000 |
-766 |
|
Carl P. Sherr & Co. LLC |
13 |
- |
2024-03-31 |
56,175 |
$2,665,000 |
-5,006 |
|
STUDIO INVESTMENT MANAGEMENT LLC |
47 |
- |
2023-12-31 |
53,284 |
$2,534,000 |
-2,351 |
|
Equitable Holdings Inc. |
355 |
- |
2023-12-31 |
52,343 |
$2,489,000 |
-79,652 |
|
Sontag Advisory LLC |
177 |
- |
2024-03-31 |
50,495 |
$2,395,000 |
-2,529 |
|
Rockbridge Investment Management LCC |
34 |
- |
2023-12-31 |
48,906 |
$2,326,000 |
-31,551 |
|
Wealth Dimensions Group Ltd. |
23 |
- |
2024-03-31 |
48,751 |
$2,313,000 |
-1,822 |
|
Samalin Investment Counsel LLC |
14 |
- |
2023-12-31 |
48,349 |
$2,300,000 |
-3,105 |
|
VALMARK ADVISERS INC |
154 |
- |
2024-03-31 |
47,868 |
$2,271,000 |
-598 |
|
PDS Planning Inc |
57 |
- |
2024-03-31 |
45,574 |
$2,162,000 |
-3,747 |
|
Charter Oak Capital Management LLC |
40 |
- |
2024-03-31 |
45,509 |
$2,159,000 |
-484 |
|
HHM Wealth Advisors LLC |
25 |
- |
2023-12-31 |
45,021 |
$2,141,000 |
-434 |
|
Wealthstar Advisors LLC |
16 |
- |
2024-03-31 |
42,772 |
$2,029,000 |
-290 |
|
IRONWOOD INVESTMENT COUNSEL LLC |
76 |
- |
2024-03-31 |
39,684 |
$1,883,000 |
-1,047 |
|
JOHNSON FINANCIAL GROUP, INC. |
76 |
- |
2023-12-31 |
37,510 |
$1,784,000 |
-62,168 |
|
HILLTOP HOLDINGS INC. |
148 |
- |
2023-12-31 |
37,342 |
$1,776,000 |
-4,366 |
|
HARBOUR INVESTMENTS INC. |
260 |
- |
2023-12-31 |
35,552 |
$1,691,000 |
-2,821 |
|
Richard W. Paul & Associates LLC |
|
- |
2023-12-31 |
34,619 |
$1,646,000 |
-621 |
|
Goss Wealth Management LLC |
737 |
- |
2023-12-31 |
33,462 |
$1,590,000 |
-449,974 |
|
J.W. COLE ADVISORS INC. |
250 |
- |
2024-03-31 |
33,287 |
$1,579,000 |
-818 |
|
Cetera Investment Advisers |
904 |
- |
2023-12-31 |
31,755 |
$1,510,000 |
-5,114 |
|
AlphaCore Capital LLC |
76 |
- |
2023-12-31 |
30,826 |
$1,466,000 |
-4,927 |
|
Stone House Investment Management LLC |
25 |
- |
2023-12-31 |
28,825 |
$1,371,000 |
-56,007 |
|
Ronald Blue Trust Inc. |
158 |
- |
2024-03-31 |
28,685 |
$1,361,000 |
-5,300 |
|
Eukles Asset Management |
49 |
- |
2023-12-31 |
28,571 |
$1,359,000 |
-603 |
|
InterOcean Capital Group LLC |
167 |
- |
2023-12-31 |
27,662 |
$1,316,000 |
-10,072 |
|
Rather & Kittrell Inc. |
33 |
- |
2024-03-31 |
27,447 |
$1,302,000 |
-2,072 |
|
COMERICA BANK |
1400 |
- |
2023-12-31 |
27,278 |
$1,297,000 |
-4,882 |
|
NWAM LLC |
189 |
- |
2024-03-31 |
26,544 |
$1,251,000 |
-813 |
|
Sunburst Financial Group LLC |
39 |
- |
2024-03-31 |
26,473 |
$1,249,000 |
-10,614 |
|
Bellwether Advisors LLC |
68 |
- |
2024-03-31 |
26,208 |
$1,243,000 |
-2,720 |
|
Envestnet Portfolio Solutions Inc. |
795 |
- |
2024-03-31 |
25,271 |
$1,199,000 |
-40,950 |
|
Global Retirement Partners LLC |
335 |
- |
2024-03-31 |
24,168 |
$1,147,000 |
-449 |
|
Mutual Advisors LLC |
434 |
- |
2024-03-31 |
24,047 |
$1,141,000 |
-2,307 |
|
Delta Financial Group Inc. |
57 |
- |
2024-03-31 |
23,796 |
$1,129,000 |
-2,990 |
|
PFG FINANCIAL ADVISORS |
96 |
- |
2024-03-31 |
22,468 |
$1,066,000 |
-1,498 |
|
LUTS & GREENLEIGH GROUP INC |
14 |
- |
2023-12-31 |
22,125 |
$1,052,000 |
-11,597 |
|
Western Wealth Management LLC |
223 |
- |
2024-03-31 |
21,931 |
$1,040,000 |
-339 |
|
Colonial Trust Co / SC |
99 |
- |
2023-12-31 |
20,313 |
$966,000 |
-966 |
|
HEAD & ASSOCIATES LLC |
87 |
- |
2023-12-31 |
20,107 |
$956,000 |
-200 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
574 |
- |
2024-03-31 |
19,580 |
$929,000 |
-5,419 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
315 |
- |
2023-12-31 |
18,306 |
$871,000 |
-1,511 |
|
BLAIR WILLIAM & CO/IL |
939 |
- |
2024-03-31 |
16,806 |
$797,000 |
-363 |
|
Integrated Wealth Concepts LLC |
806 |
- |
2023-12-31 |
16,766 |
$797,000 |
-8,792 |
|
PARK AVENUE SECURITIES LLC |
769 |
- |
2024-03-31 |
16,589 |
$787,000 |
-3,865 |
|
STIFEL FINANCIAL CORP |
2283 |
- |
2023-12-31 |
16,428 |
$781,000 |
-891 |
|
Beacon Financial Advisory LLC |
84 |
- |
2024-03-31 |
16,193 |
$768,000 |
-35 |
|
SMITH & HOWARD WEALTH MANAGEMENT, LLC |
38 |
- |
2024-03-31 |
15,121 |
$717,000 |
-18,263 |
|
CRESTWOOD ADVISORS LLC |
241 |
- |
2024-03-31 |
15,067 |
$715,000 |
-8,307 |
|
KOCHIS FITZ/QUINTILE LLC |
165 |
- |
2024-03-31 |
15,015 |
$712,000 |
-2,561 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
403 |
- |
2024-03-31 |
14,622 |
$694,000 |
-30,449 |
|
COLONIAL ASSET MANAGEMENT, INC. |
124 |
- |
2023-12-31 |
13,939 |
$663,000 |
-89 |
|
|
100 Records found
|
1
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