|
Institutional
Holders
Total
Institutions:
|
572 2 |
|
Total
shares held :
|
104,036,936 |
|
% of shares
held :
|
11.56% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
31 |
|
Amount
of shares held :
|
3,506,555 |
|
% of shares
held change :
|
0.39% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$95.16 |
|
Last
Quarter's Ending
Price :
|
$104.10 |
|
Last
Quarter's Average
Price :
|
$98.51 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
18.93 (19.22%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
17 |
- |
2024-03-31 |
14,064,998 |
$1,648,558,000 |
-158,602 |
|
JONES FINANCIAL COMPANIES LLLP |
23 |
- |
2023-12-31 |
7,181,679 |
$747,613,000 |
-76,378 |
|
ENVESTNET ASSET MANAGEMENT INC |
324 |
- |
2023-12-31 |
1,306,377 |
$135,994,000 |
-61,807 |
|
UBS Group AG |
339 |
- |
2023-12-31 |
1,289,228 |
$134,209,000 |
-61,815 |
|
Spire Wealth Management |
7 |
- |
2024-03-31 |
152,932 |
$125,533,000 |
-2,313 |
|
WELLS FARGO & CO/MN |
419 |
- |
2024-03-31 |
995,884 |
$116,728,000 |
-234,944 |
|
PNC FINANCIAL SERVICES GROUP INC |
175 |
- |
2024-03-31 |
845,045 |
$99,048,000 |
-6,645 |
|
FMR LLC |
1118 |
- |
2023-12-31 |
731,678 |
$76,168,000 |
-4,678 |
|
RAYMOND JAMES & ASSOCIATES |
316 |
- |
2024-03-31 |
630,549 |
$73,907,000 |
-148,463 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
8 |
- |
2024-03-31 |
596,250 |
$69,887,000 |
-2,660 |
|
HANSON MCCLAIN, INC. |
39 |
- |
2024-03-31 |
381,890 |
$44,761,000 |
-10,110 |
|
BLACKROCK INC. |
2506 |
- |
2024-03-31 |
347,612 |
$40,744,000 |
-66,744 |
|
DOLIVER CAPITAL ADVISORS INC |
2 |
- |
2024-03-31 |
289,201 |
$33,897,000 |
-47,873 |
|
SANDY SPRING BANK |
12 |
- |
2024-03-31 |
276,530 |
$32,412,000 |
-10,748 |
|
Veracity Capital LLC |
2 |
- |
2024-03-31 |
269,854 |
$31,630,000 |
-2,072 |
|
Charles Schwab Trust Co |
8 |
- |
2024-03-31 |
269,030 |
$31,533,000 |
-10,707 |
|
DDFG Inc |
1 |
- |
2024-03-31 |
264,630 |
$31,017,000 |
-7,731 |
|
SCHWAB CHARLES INVESTMENT MANAGEMENT INC |
1393 |
- |
2024-03-31 |
246,598 |
$28,904,000 |
-92,650 |
|
HILLTOP WEALTH ADVISORS LLC |
1 |
- |
2024-03-31 |
244,944 |
$28,710,000 |
-1,508 |
|
Strategies Wealth Advisors LLC |
10 |
- |
2024-03-31 |
221,741 |
$25,990,000 |
-13,238 |
|
ForthRight Wealth Management LLC |
4 |
- |
2024-03-31 |
203,043 |
$23,799,000 |
-1,924 |
|
H D Vest Advisory Services |
76 |
- |
2024-03-31 |
197,416 |
$23,139,000 |
-11 |
|
BLAIR WILLIAM & CO/IL |
200 |
- |
2024-03-31 |
192,264 |
$22,535,000 |
-6,106 |
|
Baird Financial Group Inc. |
304 |
- |
2023-12-31 |
206,218 |
$21,467,000 |
-5,430 |
|
Mascoma Wealth Management LLC |
5 |
- |
2024-03-31 |
182,538 |
$21,395,000 |
-11,187 |
|
Edge Capital Group LLC |
20 |
- |
2023-12-31 |
198,124 |
$20,625,000 |
-19,783 |
|
ERTS Wealth Advisors LLC |
9 |
- |
2024-03-31 |
170,864 |
$20,027,000 |
-12,964 |
|
SAVANT CAPITAL MANAGEMENT INC |
80 |
- |
2024-03-31 |
156,568 |
$18,351,000 |
-14,140 |
|
Integrated Wealth Concepts LLC |
87 |
- |
2023-12-31 |
158,781 |
$16,529,000 |
-6,940 |
|
Adviser Investments LLC |
74 |
- |
2024-03-31 |
139,370 |
$16,336,000 |
-9,010 |
|
AE Wealth Management LLC |
279 |
- |
2023-12-31 |
148,345 |
$16,084,000 |
-116,037 |
|
Petix & Botte Co |
5 |
- |
2024-03-31 |
134,707 |
$15,789,000 |
-135,057 |
|
HUDOCK MOYER WEALTH RESOURCES, LLC |
10 |
- |
2024-03-31 |
134,067 |
$15,714,000 |
-1,690 |
|
MML INVESTORS SERVICES LLC |
274 |
- |
2023-12-31 |
149,426 |
$15,555,000 |
-12,740 |
|
STIFEL FINANCIAL CORP |
621 |
- |
2023-12-31 |
143,415 |
$14,931,000 |
-12,863 |
|
Amplius Wealth Advisors LLC |
17 |
- |
2024-03-31 |
125,588 |
$14,720,000 |
-8,120 |
|
COLONY GROUP LLC |
115 |
- |
2023-09-30 |
143,654 |
$13,623,000 |
-3,485 |
|
Canvas Wealth Advisors LLC |
6 |
- |
2024-03-31 |
112,263 |
$12,685,000 |
-10,292 |
|
CAPTRUST FINANCIAL ADVISORS |
333 |
- |
2023-12-31 |
114,374 |
$11,906,000 |
-12,305 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
171 |
- |
2023-12-31 |
112,634 |
$11,725,000 |
-62,053 |
|
IRONWOOD WEALTH MANAGEMENT INC. |
9 |
- |
2024-03-31 |
97,531 |
$11,484,000 |
-913 |
|
Rockefeller Capital Management L.P. |
419 |
- |
2023-12-31 |
107,291 |
$11,169,000 |
-1,725 |
|
Financial Council Asset Management Inc |
3 |
- |
2024-03-31 |
92,593 |
$10,853,000 |
-1,807 |
|
Resources Investment Advisors Inc. |
120 |
- |
2024-03-31 |
89,921 |
$10,540,000 |
-2,070 |
|
Global Strategic Investment Solutions LLC |
24 |
- |
2024-03-31 |
83,080 |
$9,738,000 |
-298 |
|
Brio Consultants LLC |
16 |
- |
2024-03-31 |
82,718 |
$9,695,000 |
-3,720 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
113 |
- |
2024-03-31 |
81,981 |
$9,609,000 |
-28,601 |
|
M&T BANK CORP |
317 |
- |
2024-03-31 |
78,840 |
$9,241,000 |
-35,054 |
|
COMERICA BANK |
462 |
- |
2023-12-31 |
78,531 |
$8,175,000 |
-7,738 |
|
Cosner Financial Group LLC |
8 |
- |
2024-03-31 |
68,967 |
$8,084,000 |
-153 |
|
Perigon Wealth Management LLC |
95 |
- |
2024-03-31 |
66,627 |
$7,809,000 |
-3,836 |
|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC |
265 |
- |
2023-12-31 |
74,959 |
$7,798,000 |
-99,908 |
|
Gallagher Fiduciary Advisors LLC |
19 |
- |
2023-12-31 |
74,083 |
$7,712,000 |
-44,496 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
30 |
- |
2024-03-31 |
65,683 |
$7,699,000 |
-3,013 |
|
CREATIVE PLANNING |
502 |
- |
2023-12-31 |
62,116 |
$6,466,000 |
-591 |
|
BANK OF MONTREAL /CAN/ |
980 |
- |
2023-12-31 |
61,528 |
$6,441,000 |
-217 |
|
Spectrum Wealth Advisory Group LLC |
4 |
- |
2024-03-31 |
51,904 |
$6,084,000 |
-117 |
|
Phoenix Wealth Advisors |
4 |
- |
2024-03-31 |
51,858 |
$6,078,000 |
-11,666 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
38 |
- |
2024-03-31 |
50,639 |
$5,935,000 |
-24,427 |
|
Global Retirement Partners LLC |
105 |
- |
2024-03-31 |
49,565 |
$5,810,000 |
-1,727 |
|
TWO SIGMA INVESTMENTS LLC |
820 |
- |
2023-12-31 |
54,800 |
$5,705,000 |
-55,333 |
|
WESTWOOD HOLDINGS GROUP INC |
245 |
- |
2023-12-31 |
52,878 |
$5,505,000 |
-5,761 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
99 |
- |
2023-12-31 |
48,707 |
$5,070,000 |
-1,391 |
|
VALMARK ADVISERS INC |
94 |
- |
2024-03-31 |
41,514 |
$4,866,000 |
-924 |
|
FIRST HEARTLAND CONSULTANTS INC |
58 |
- |
2024-03-31 |
39,629 |
$4,645,000 |
-32 |
|
Cresset Asset Management LLC |
362 |
- |
2023-12-31 |
43,112 |
$4,488,000 |
-1,054 |
|
US BANCORP |
612 |
- |
2024-03-31 |
37,709 |
$4,420,000 |
-1,863 |
|
Lido Advisors LLC |
261 |
- |
2023-12-31 |
41,846 |
$4,356,000 |
-31,654 |
|
Windward Private Wealth Management Inc. |
11 |
- |
2024-03-31 |
37,084 |
$4,347,000 |
-2,237 |
|
Monument Capital Management |
24 |
- |
2024-03-31 |
32,414 |
$3,799,000 |
-137,737 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
934 |
- |
2023-12-31 |
35,404 |
$3,686,000 |
-832 |
|
Stonebridge Financial Planning Group LLC |
8 |
- |
2023-12-31 |
35,055 |
$3,649,000 |
-2,411 |
|
Neumann Capital Management LLC |
22 |
- |
2024-03-31 |
29,700 |
$3,481,000 |
-1,106 |
|
Capital Investment Advisory Services LLC |
62 |
- |
2024-03-31 |
29,550 |
$3,464,000 |
-6,120 |
|
TIAA TRUST NATIONAL ASSOCIATION |
235 |
- |
2024-03-31 |
29,514 |
$3,459,000 |
-143 |
|
Western Wealth Management LLC |
76 |
- |
2024-03-31 |
28,674 |
$3,361,000 |
-1,875 |
|
Wealthcare Advisory Partners LLC |
159 |
- |
2024-03-31 |
28,452 |
$3,335,000 |
-576 |
|
PARSEC FINANCIAL MANAGEMENT, INC. |
110 |
- |
2023-03-31 |
37,316 |
$3,313,000 |
-947 |
|
Signal Advisors Wealth LLC |
36 |
- |
2024-03-31 |
27,283 |
$3,198,000 |
-1,003 |
|
PRIVATE TRUST CO NA |
55 |
- |
2024-03-31 |
27,203 |
$3,189,000 |
-2,000 |
|
BAILARD BIEHL & KAISER INC |
186 |
- |
2024-03-31 |
26,293 |
$3,082,000 |
-14,907 |
|
JMG FINANCIAL GROUP, LTD. |
42 |
- |
2024-03-31 |
26,181 |
$3,069,000 |
-3,175 |
|
HB Wealth Management LLC |
199 |
- |
2024-03-31 |
24,562 |
$2,879,000 |
-18 |
|
TIAA FSB |
236 |
- |
2023-06-30 |
29,260 |
$2,857,000 |
-2,023 |
|
Redhawk Wealth Advisors Inc. |
45 |
- |
2023-12-31 |
26,866 |
$2,797,000 |
-2,888 |
|
Emerald Investment Partners LLC |
64 |
- |
2024-03-31 |
23,318 |
$2,733,000 |
-7,388 |
|
PLANNING DIRECTIONS INC |
11 |
- |
2024-03-31 |
23,292 |
$2,730,000 |
-488 |
|
ESSEX FINANCIAL SERVICES INC |
90 |
- |
2024-03-31 |
22,687 |
$2,659,000 |
-342 |
|
MERCER GLOBAL ADVISORS INC /ADV |
668 |
- |
2023-12-31 |
23,790 |
$2,477,000 |
-326 |
|
FINANCIAL COUNSELORS INC |
250 |
- |
2024-03-31 |
20,565 |
$2,410,000 |
-38 |
|
Good Life Advisors LLC |
89 |
- |
2024-03-31 |
20,041 |
$2,349,000 |
-2,740 |
|
TriaGen Wealth Management LLC |
29 |
- |
2024-03-31 |
18,894 |
$2,215,000 |
-488 |
|
Cornell Pochily Investment Advisors Inc. |
29 |
- |
2024-03-31 |
18,819 |
$2,206,000 |
-605 |
|
DAVIDSON D A & CO |
480 |
- |
2023-12-31 |
21,061 |
$2,192,000 |
-2,922 |
|
RIVERBRIDGE PARTNERS LLC |
100 |
- |
2024-03-31 |
18,399 |
$2,157,000 |
-9,971 |
|
Sovereign Financial Group Inc. |
33 |
- |
2024-03-31 |
17,133 |
$2,008,000 |
-18 |
|
Beacon Pointe Advisors LLC |
484 |
- |
2023-12-31 |
18,968 |
$1,975,000 |
-25,147 |
|
PRUDENTIAL FINANCIAL INC |
1446 |
- |
2023-12-31 |
18,957 |
$1,973,000 |
-4,068 |
|
NORTHERN TRUST CORP |
3012 |
- |
2023-12-31 |
18,525 |
$1,928,000 |
-102 |
|
Truadvice LLC |
37 |
- |
2023-09-30 |
17,838 |
$1,742,000 |
-865 |
|
|
100 Records found
|
1
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