|
Institutional
Holders
Total
Institutions:
|
323 15 |
|
Total
shares held :
|
19,837,327 |
|
% of shares
held :
|
49.35% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
0 |
|
Amount
of shares held :
|
-7,922,307 |
|
% of shares
held change :
|
-19.71% |
|
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 |
BANK OF AMERICA CORP /DE/ |
385 |
- |
2023-12-31 |
3,648,076 |
$371,119,000 |
-198,841 |
|
GOLDMAN SACHS GROUP INC/ |
554 |
- |
2023-12-31 |
1,270,947 |
$129,293,000 |
-1,530,719 |
|
MORGAN STANLEY |
1140 |
- |
2023-12-31 |
994,146 |
$101,135,000 |
-2,679,650 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
114 |
- |
2024-03-31 |
503,632 |
$58,305,000 |
-96,926 |
|
Capital Asset Advisory Services LLC |
9 |
- |
2024-03-31 |
418,671 |
$46,837,000 |
-20,714 |
|
AXXCESS WEALTH MANAGEMENT LLC |
12 |
- |
2023-12-31 |
428,529 |
$43,594,000 |
-11,715 |
|
MML INVESTORS SERVICES LLC |
153 |
- |
2023-12-31 |
320,563 |
$32,611,000 |
-82,556 |
|
Advisor Group Holdings Inc. |
304 |
- |
2024-03-31 |
251,588 |
$29,056,000 |
-58,607 |
|
ROYAL BANK OF CANADA |
963 |
- |
2023-12-31 |
272,666 |
$27,739,000 |
-74,702 |
|
Qube Research & Technologies Ltd |
373 |
- |
2023-12-31 |
248,184 |
$25,248,000 |
-611,008 |
|
SPC FINANCIAL, INC. |
11 |
- |
2024-03-31 |
212,885 |
$24,646,000 |
-4,690 |
|
MinichMacGregor Wealth Management LLC |
3 |
- |
2024-03-31 |
178,584 |
$20,351,000 |
-31,640 |
|
Bulltick Wealth Management LLC |
2 |
- |
2023-12-31 |
184,352 |
$18,754,000 |
-7,855 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
283 |
- |
2024-03-31 |
152,052 |
$17,603,000 |
-45,393 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
474 |
- |
2024-03-31 |
122,127 |
$14,139,000 |
-34,998 |
|
RAYMOND JAMES & ASSOCIATES |
969 |
- |
2024-03-31 |
120,440 |
$13,943,000 |
-12,863 |
|
Riggs Asset Managment Co. Inc. |
2 |
- |
2024-03-31 |
117,502 |
$13,603,000 |
-493 |
|
ADVISORY SERVICES NETWORK, LLC |
67 |
- |
2024-03-31 |
113,218 |
$13,107,000 |
-22,771 |
|
ENVESTNET ASSET MANAGEMENT INC |
1342 |
- |
2023-12-31 |
114,236 |
$11,621,000 |
-19,261 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
950 |
- |
2024-03-31 |
61,409 |
$7,109,000 |
-3,290 |
|
Gerber Kawasaki Wealth & Investment Management |
52 |
- |
2023-12-31 |
63,853 |
$6,496,000 |
-9,029 |
|
BARCLAYS PLC |
1307 |
- |
2023-12-31 |
63,532 |
$6,463,000 |
-636,572 |
|
Eldridge Investment Advisors Inc. |
17 |
- |
2024-03-31 |
55,476 |
$6,422,000 |
-2,037 |
|
FOCUS Wealth Advisors LLC |
7 |
- |
2024-03-31 |
50,671 |
$5,866,000 |
-588 |
|
Arlington Capital Management Inc. |
3 |
- |
2024-03-31 |
50,583 |
$5,856,000 |
-15,700 |
|
Well Done LLC |
23 |
- |
2024-03-31 |
45,726 |
$5,294,000 |
-4,555 |
|
Squarepoint Ops LLC |
657 |
- |
2023-12-31 |
51,349 |
$5,224,000 |
-182,120 |
|
Cadent Capital Advisors LLC |
16 |
- |
2024-03-31 |
44,458 |
$5,147,000 |
-889 |
|
SMI Advisory Services LLC |
19 |
- |
2024-03-31 |
41,711 |
$4,662,000 |
-7,893 |
|
CITADEL ADVISORS LLC |
1646 |
- |
2023-12-31 |
44,363 |
$4,513,000 |
-152,868 |
|
Adviser Investments LLC |
158 |
- |
2024-03-31 |
38,063 |
$4,407,000 |
-2,248 |
|
SCOTIA CAPITAL INC. |
268 |
- |
2023-12-31 |
41,430 |
$4,215,000 |
-2,004 |
|
GTS SECURITIES LLC |
235 |
- |
2023-12-31 |
36,481 |
$3,711,000 |
-28,120 |
|
SOL CAPITAL MANAGEMENT CO |
63 |
- |
2024-03-31 |
31,265 |
$3,620,000 |
-475 |
|
Synergy Financial Management LLC |
44 |
- |
2024-03-31 |
30,569 |
$3,539,000 |
-1,136 |
|
PFG FINANCIAL ADVISORS |
49 |
- |
2024-03-31 |
26,283 |
$3,043,000 |
-991 |
|
JANE STREET GROUP LLC |
2005 |
- |
2023-12-31 |
28,982 |
$2,948,000 |
-32,969 |
|
AE Wealth Management LLC |
764 |
- |
2023-12-31 |
29,581 |
$2,947,000 |
-24,704 |
|
BANK OF NOVA SCOTIA / |
590 |
- |
2023-12-31 |
26,260 |
$2,669,000 |
-420 |
|
Outlook Wealth Advisors LLC |
27 |
- |
2024-03-31 |
23,011 |
$2,664,000 |
-116 |
|
COLONY GROUP LLC |
314 |
- |
2023-09-30 |
29,318 |
$2,301,000 |
-830 |
|
Spire Wealth Management |
241 |
- |
2024-03-31 |
18,555 |
$2,148,000 |
-2,077 |
|
Main Management LLC |
38 |
- |
2023-12-31 |
20,215 |
$2,056,000 |
-385 |
|
M&T BANK CORP |
699 |
- |
2024-03-31 |
15,336 |
$1,775,000 |
-431 |
|
ATRIA INVESTMENTS LLC |
681 |
- |
2023-12-31 |
15,834 |
$1,611,000 |
-7,213 |
|
BB&T CORP |
1353 |
- |
2023-12-31 |
15,642 |
$1,591,000 |
-896 |
|
Snowden Capital Advisors LLC |
320 |
- |
2023-12-31 |
15,574 |
$1,584,000 |
-2,141 |
|
Q3 Asset Management |
25 |
- |
2024-03-31 |
13,555 |
$1,564,000 |
-1,526 |
|
RDA Financial Network |
59 |
- |
2024-03-31 |
12,790 |
$1,481,000 |
-200 |
|
Beacon Pointe Advisors LLC |
581 |
- |
2023-12-31 |
12,915 |
$1,314,000 |
-138 |
|
Total Clarity Wealth Management Inc. |
59 |
- |
2024-03-31 |
11,269 |
$1,305,000 |
-216 |
|
HILLTOP HOLDINGS INC. |
185 |
- |
2023-12-31 |
11,972 |
$1,218,000 |
-4,433 |
|
MCCORMACK ADVISORS INTERNATIONAL |
463 |
- |
2024-03-31 |
10,393 |
$1,203,000 |
-264 |
|
Retirement Planning Co of New England Inc. |
43 |
- |
2024-03-31 |
9,489 |
$1,099,000 |
-16 |
|
MISSION CREEK CAPITAL PARTNERS INC |
100 |
- |
2023-12-31 |
10,425 |
$1,061,000 |
-1,041 |
|
Toroso Investments LLC |
609 |
- |
2023-12-31 |
10,097 |
$1,027,000 |
-361 |
|
MUIRFIELD WEALTH ADVISORS LLC |
23 |
- |
2024-03-31 |
8,681 |
$1,005,000 |
-1,747 |
|
Ascent Group LLC |
262 |
- |
2023-12-31 |
9,075 |
$957,000 |
-1,258 |
|
Family Firm Inc. |
78 |
- |
2024-03-31 |
8,263 |
$957,000 |
-389 |
|
CLIFFORD ASSOCIATES LLC |
178 |
- |
2024-03-31 |
8,224 |
$952,000 |
-715 |
|
H&H Retirement Design & Management INC |
36 |
- |
2024-03-31 |
8,885 |
$917,000 |
-1,251 |
|
Steward Partners Investment Advisory LLC |
777 |
- |
2023-12-31 |
8,619 |
$877,000 |
-261 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
596 |
- |
2024-03-31 |
7,497 |
$868,000 |
-188 |
|
Csenge Advisory Group |
300 |
- |
2024-03-31 |
7,283 |
$843,000 |
-616 |
|
STEPHENS INC /AR/ |
589 |
- |
2023-12-31 |
7,966 |
$810,000 |
-299 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
597 |
- |
2023-12-31 |
7,894 |
$803,000 |
-2,823 |
|
US BANCORP |
1253 |
- |
2024-03-31 |
6,522 |
$755,000 |
-2,136 |
|
Wilson & Boucher Capital Management LLC |
57 |
- |
2024-03-31 |
6,154 |
$712,000 |
-331 |
|
TRU INDEPENDENCE ASSET MANAGEMENT 2 LLC |
31 |
- |
2023-03-31 |
10,130 |
$712,000 |
-995 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1393 |
- |
2024-03-31 |
5,991 |
$694,000 |
-436 |
|
Sterling Investment Advisors Ltd. |
90 |
- |
2024-03-31 |
5,916 |
$685,000 |
-1,130 |
|
Wealthcare Advisory Partners LLC |
480 |
- |
2024-03-31 |
5,733 |
$664,000 |
-3,069 |
|
BANK OF MONTREAL /CAN/ |
1862 |
- |
2023-12-31 |
6,421 |
$657,000 |
-61,955 |
|
MILLENNIUM MANAGEMENT LLC |
2953 |
- |
2023-12-31 |
6,396 |
$651,000 |
-120,906 |
|
BANK HAPOALIM BM |
101 |
- |
2024-03-31 |
4,858 |
$562,000 |
-12,560 |
|
Beaumont Capital Management LLC |
39 |
- |
2024-03-31 |
4,611 |
$534,000 |
-85 |
|
F3Logic LLC |
115 |
- |
2022-12-31 |
7,931 |
$481,000 |
-1,811 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2156 |
- |
2023-12-31 |
4,559 |
$464,000 |
-284 |
|
Koshinski Asset Management Inc. |
337 |
- |
2024-03-31 |
3,951 |
$457,000 |
-17 |
|
STANSBERRY ASSET MANAGEMENT LLC |
100 |
- |
2023-12-31 |
4,416 |
$449,000 |
-24,094 |
|
CIBC WORLD MARKETS INC. |
888 |
- |
2023-12-31 |
4,310 |
$438,000 |
-450 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
682 |
- |
2024-03-31 |
3,720 |
$431,000 |
-429 |
|
Envestnet Portfolio Solutions Inc. |
1235 |
- |
2024-03-31 |
3,294 |
$381,000 |
-14 |
|
Howard Wealth Management LLC |
65 |
- |
2024-03-31 |
3,103 |
$359,000 |
-120 |
|
LYELL WEALTH MANAGEMENT LP |
156 |
- |
2024-03-31 |
3,078 |
$356,000 |
-407 |
|
Cetera Investment Advisers |
1683 |
- |
2023-12-31 |
3,446 |
$351,000 |
-321 |
|
Robertson Stephens Wealth Management LLC |
358 |
- |
2023-12-31 |
3,316 |
$337,000 |
-39,233 |
|
COMERICA BANK |
2056 |
- |
2023-12-31 |
3,235 |
$329,000 |
-471 |
|
MERCER GLOBAL ADVISORS INC /ADV |
1585 |
- |
2023-12-31 |
3,041 |
$309,000 |
-265 |
|
Atlantic Trust Group LLC |
967 |
- |
2024-03-31 |
2,629 |
$300,000 |
-412 |
|
RAYMOND JAMES TRUST CO |
984 |
- |
2024-03-31 |
2,569 |
$297,000 |
-30 |
|
TOWER RESEARCH CAPITAL LLC |
1796 |
- |
2023-12-31 |
2,832 |
$288,000 |
-16,839 |
|
Ignite Planners LLC |
221 |
- |
2024-03-31 |
2,454 |
$280,000 |
-2,422 |
|
Advisory Alpha LLC |
328 |
- |
2024-03-31 |
2,232 |
$258,000 |
-108 |
|
TrinityPoint Wealth LLC |
267 |
- |
2024-03-31 |
2,205 |
$255,000 |
-230 |
|
X-Square Capital LLC |
136 |
- |
2023-12-31 |
2,424 |
$247,000 |
-6,165 |
|
Valeo Financial Advisors LLC |
574 |
- |
2024-03-31 |
2,187 |
$229,000 |
-401 |
|
QUANTUM CAPITAL MANAGEMENT, LLC / NJ |
28 |
- |
2023-12-31 |
2,199 |
$224,000 |
-87 |
|
CAROLINAS WEALTH CONSULTING LLC |
151 |
- |
2023-12-31 |
2,120 |
$216,000 |
-580 |
|
NBC SECURITIES INC. |
747 |
- |
2024-03-31 |
1,733 |
$211,000 |
-32 |
|
|
100 Records found
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1
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