|
Institutional
Holders
Total
Institutions:
|
176 6 |
|
Total
shares held :
|
36,597,896 |
|
% of shares
held :
|
95.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
2 |
|
Amount
of shares held :
|
3,532,098 |
|
% of shares
held change :
|
9.18% |
|
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 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
48 |
- |
2023-12-31 |
4,535,775 |
$213,317,000 |
1,753,166 |
|
FMR LLC |
1286 |
- |
2023-12-31 |
1,048,527 |
$49,312,000 |
457,648 |
|
HTLF Bank |
4 |
- |
2024-03-31 |
1,040,251 |
$48,382,000 |
58,343 |
|
ENVESTNET ASSET MANAGEMENT INC |
646 |
- |
2023-12-31 |
972,193 |
$45,722,000 |
251,189 |
|
DUBUQUE BANK & TRUST CO |
4 |
- |
2023-09-30 |
838,583 |
$36,982,000 |
55,134 |
|
MORGAN STANLEY |
2099 |
- |
2023-12-31 |
736,974 |
$34,660,000 |
249,247 |
|
CX Institutional |
12 |
- |
2024-03-31 |
663,369 |
$30,850,000 |
37,145 |
|
WELLS FARGO & CO/MN |
865 |
- |
2023-12-31 |
650,955 |
$30,614,000 |
30,613 |
|
RENAISSANCE TECHNOLOGIES LLC |
475 |
- |
2023-12-31 |
602,902 |
$28,354,000 |
602,902 |
|
Streettalk Advisors LLC |
|
- |
2024-03-31 |
463,655 |
$21,565,000 |
80,719 |
|
Willis Johnson & Associates Inc. |
12 |
- |
2024-03-31 |
442,471 |
$20,579,000 |
29,903 |
|
STIFEL FINANCIAL CORP |
606 |
- |
2023-12-31 |
333,607 |
$15,690,000 |
165,058 |
|
OLD NATIONAL BANCORP /IN/ |
80 |
- |
2024-03-31 |
268,240 |
$12,476,000 |
15,061 |
|
BB&T CORP |
610 |
- |
2023-12-31 |
210,281 |
$9,890,000 |
56,460 |
|
FOCUS Wealth Advisors LLC |
6 |
- |
2024-03-31 |
146,575 |
$6,817,000 |
65,840 |
|
Brandywine Oak Private Wealth LLC |
21 |
- |
2023-12-31 |
131,369 |
$6,178,000 |
3,231 |
|
Goss Wealth Management LLC |
299 |
- |
2023-12-31 |
133,008 |
$6,159,000 |
47,728 |
|
ROYAL BANK OF CANADA |
1858 |
- |
2023-12-31 |
108,929 |
$5,123,000 |
6,803 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
760 |
- |
2024-03-31 |
104,188 |
$4,846,000 |
2,896 |
|
COMERICA BANK |
712 |
- |
2023-12-31 |
100,956 |
$4,748,000 |
70,207 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
110 |
- |
2023-12-31 |
92,524 |
$4,351,000 |
51,597 |
|
Proquility Private Wealth Partners LLC |
|
- |
2024-03-31 |
82,018 |
$3,815,000 |
37,830 |
|
Steel Peak Wealth Management LLC |
112 |
- |
2024-03-31 |
70,984 |
$3,301,000 |
24,737 |
|
PARK AVENUE SECURITIES LLC |
268 |
- |
2024-03-31 |
70,304 |
$3,270,000 |
18,201 |
|
Goodwin Investment Advisory |
10 |
- |
2023-12-31 |
63,450 |
$2,984,000 |
10,834 |
|
Rehmann Capital Advisory Group |
|
- |
2024-03-31 |
57,861 |
$2,691,000 |
3,943 |
|
Cornerstone Wealth Management LLC |
104 |
- |
2024-03-31 |
57,568 |
$2,677,000 |
5,361 |
|
PFG FINANCIAL ADVISORS |
58 |
- |
2024-03-31 |
49,859 |
$2,319,000 |
1,324 |
|
Granite Harbor Advisors Inc. |
|
- |
2024-03-31 |
47,930 |
$2,229,000 |
438 |
|
MML INVESTORS SERVICES LLC |
950 |
- |
2023-12-31 |
47,208 |
$2,220,000 |
24,116 |
|
FINANCIAL NETWORK |
954 |
- |
2023-12-31 |
42,660 |
$2,006,000 |
12,945 |
|
PNC FINANCIAL SERVICES GROUP INC |
897 |
- |
2023-12-31 |
41,030 |
$1,930,000 |
38,018 |
|
Cetera Investment Advisers |
818 |
- |
2023-12-31 |
40,458 |
$1,903,000 |
5,204 |
|
FINANCIAL COUNSELORS INC |
272 |
- |
2024-03-31 |
39,971 |
$1,859,000 |
13,532 |
|
PARKSIDE FINANCIAL BANK & TRUST |
|
- |
2024-03-31 |
38,891 |
$1,809,000 |
5,330 |
|
Rockefeller Capital Management L.P. |
975 |
- |
2023-12-31 |
35,533 |
$1,671,000 |
7,064 |
|
US BANCORP |
962 |
- |
2023-12-31 |
29,716 |
$1,398,000 |
15,591 |
|
1620 INVESTMENT ADVISORS INC. |
17 |
- |
2023-12-31 |
27,544 |
$1,295,000 |
2,055 |
|
Highland Financial Advisors LLC |
25 |
- |
2023-12-31 |
26,125 |
$1,229,000 |
1,963 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
226 |
- |
2023-12-31 |
24,274 |
$1,142,000 |
5,863 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
209 |
- |
2023-12-31 |
20,110 |
$946,000 |
137 |
|
BANK OF THE WEST |
141 |
- |
2022-12-31 |
20,482 |
$934,000 |
7,990 |
|
ALESCO ADVISORS LLC |
92 |
- |
2023-12-31 |
19,450 |
$915,000 |
3,800 |
|
Envestnet Portfolio Solutions Inc. |
814 |
- |
2023-12-31 |
19,374 |
$911,000 |
9,707 |
|
CREATIVE PLANNING |
1492 |
- |
2023-12-31 |
14,188 |
$667,000 |
30 |
|
SUMMIT INVESTMENT ADVISORS INC |
740 |
- |
2023-12-31 |
12,862 |
$605,000 |
1,661 |
|
PRIVATE TRUST CO NA |
344 |
- |
2024-03-31 |
11,596 |
$539,000 |
216 |
|
CFS Investment Advisory Services LLC |
105 |
- |
2023-12-31 |
10,298 |
$484,000 |
655 |
|
FIRST TRUST ADVISORS LP |
2160 |
- |
2023-12-31 |
9,744 |
$458,000 |
65 |
|
Capital Advisors Wealth Management LLC |
93 |
- |
2024-03-31 |
9,560 |
$445,000 |
62 |
|
RFG Advisory Group LLC |
534 |
- |
2024-03-31 |
9,183 |
$427,000 |
2 |
|
GRADIENT INVESTMENTS LLC |
237 |
- |
2024-03-31 |
8,850 |
$412,000 |
104 |
|
Coastal Capital Group Inc. |
61 |
- |
2023-06-30 |
7,958 |
$367,000 |
172 |
|
PROSPERA FINANCIAL SERVICES |
764 |
- |
2023-12-31 |
7,760 |
$365,000 |
86 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
502 |
- |
2024-03-31 |
7,515 |
$350,000 |
16 |
|
FFT WEALTH MANAGEMENT LLC |
104 |
- |
2024-03-31 |
7,494 |
$349,000 |
48 |
|
Kingsview Wealth Management LLC |
730 |
- |
2023-12-31 |
7,121 |
$335,000 |
2,291 |
|
Strategic Blueprint LLC |
485 |
- |
2024-03-31 |
6,519 |
$303,000 |
644 |
|
PUTNAM FL INVESTMENT MANAGEMENT CO |
|
- |
2024-03-31 |
6,099 |
$284,000 |
236 |
|
Qube Research & Technologies Ltd |
2300 |
- |
2023-12-31 |
5,451 |
$256,000 |
5,451 |
|
Visionary Wealth Advisors |
432 |
- |
2023-12-31 |
4,972 |
$234,000 |
21 |
|
MARINER WEALTH ADVISORS, LLC |
2594 |
- |
2023-12-31 |
4,750 |
$223,000 |
4,750 |
|
ODell Group LLC |
194 |
- |
2023-12-31 |
1,125 |
$53,000 |
1,125 |
|
VAN ECK ASSOCIATES CORP |
1299 |
- |
2024-03-31 |
652 |
$30,000 |
7 |
|
Farther Finance Advisors LLC |
1336 |
- |
2023-12-31 |
400 |
$19,000 |
56 |
|
TOWER RESEARCH CAPITAL LLC |
4933 |
- |
2023-12-31 |
112 |
$5,000 |
112 |
|
Venturi Wealth Management LLC |
1301 |
- |
2024-03-31 |
25 |
$1,000 |
25 |
|
|
67 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|