|
Institutional
Holders
Total
Institutions:
|
665 12 |
|
Total
shares held :
|
450,208,466 |
|
% of shares
held :
|
12.14% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
90 |
|
Amount
of shares held :
|
10,503,584 |
|
% of shares
held change :
|
0.28% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$59.24 |
|
Last
Quarter's Ending
Price :
|
$64.93 |
|
Last
Quarter's Average
Price :
|
$61.22 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.46 (12.19%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BLACKROCK INC. |
31 |
- |
2023-12-31 |
265,418,924 |
$17,233,651,000 |
7,532,079 |
|
Acorns Advisers LLC |
2 |
- |
2023-12-31 |
27,786,198 |
$1,804,158,000 |
1,161,902 |
|
ALLIANCEBERNSTEIN L.P. |
36 |
- |
2023-12-31 |
20,514,572 |
$1,332,011,000 |
1,187,395 |
|
ENVESTNET ASSET MANAGEMENT INC |
66 |
- |
2023-12-31 |
10,153,193 |
$659,247,000 |
514,914 |
|
BANK OF AMERICA CORP /DE/ |
318 |
- |
2023-12-31 |
7,375,379 |
$478,883,000 |
246,070 |
|
MORGAN STANLEY |
467 |
- |
2023-12-31 |
6,416,850 |
$416,646,000 |
468,209 |
|
DAVIDSON D A & CO |
3 |
- |
2023-12-31 |
6,263,052 |
$406,660,000 |
147,759 |
|
US BANCORP |
40 |
- |
2023-12-31 |
5,426,500 |
$352,343,000 |
267,794 |
|
COLONY GROUP LLC |
1 |
- |
2023-09-30 |
5,240,510 |
$314,378,000 |
106,878 |
|
Mill Creek Capital Advisors LLC |
3 |
- |
2023-12-31 |
3,530,763 |
$229,252,000 |
353,754 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
7 |
- |
2023-12-31 |
3,169,297 |
$205,783,000 |
221,022 |
|
UBS Group AG |
295 |
- |
2023-12-31 |
2,432,921 |
$157,970,000 |
23,038 |
|
COBBLESTONE CAPITAL ADVISORS LLC /NY/ |
1 |
- |
2024-03-31 |
2,058,269 |
$139,674,000 |
50,405 |
|
MARINER WEALTH ADVISORS, LLC |
69 |
- |
2023-12-31 |
2,042,242 |
$132,603,000 |
9,346 |
|
LPL FINANCIAL CORP |
259 |
- |
2023-12-31 |
1,688,284 |
$109,620,000 |
298,132 |
|
CAHABA WEALTH MANAGEMENT INC. |
3 |
- |
2024-03-31 |
1,583,224 |
$107,438,000 |
55,912 |
|
HIGHTOWER ADVISORS, LLC |
129 |
- |
2023-12-31 |
1,582,868 |
$102,802,000 |
495,566 |
|
JANNEY MONTGOMERY SCOTT LLC |
65 |
- |
2024-03-31 |
1,493,386 |
$101,341,000 |
292,654 |
|
TRUE Private Wealth Advisors |
1 |
- |
2024-03-31 |
1,359,290 |
$92,242,000 |
160,539 |
|
ROYAL BANK OF CANADA |
508 |
- |
2023-12-31 |
1,397,687 |
$90,752,000 |
28,307 |
|
Hardy Reed LLC |
3 |
- |
2024-03-31 |
1,261,352 |
$85,595,000 |
39,416 |
|
WELLS FARGO & CO/MN |
495 |
- |
2023-12-31 |
1,312,154 |
$85,198,000 |
26,916 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
54 |
- |
2023-12-31 |
1,308,277 |
$84,907,000 |
689,103 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
1,206,880 |
$78,363,000 |
20,879 |
|
ALERUS FINANCIAL NA |
4 |
- |
2023-12-31 |
1,058,404 |
$68,722,000 |
20,583 |
|
M&T BANK CORP |
95 |
- |
2023-12-31 |
1,053,619 |
$68,412,000 |
48,235 |
|
FINANCIAL NETWORK |
56 |
- |
2023-12-31 |
970,040 |
$62,985,000 |
68,689 |
|
Sontag Advisory LLC |
25 |
- |
2023-12-31 |
884,806 |
$57,450,000 |
5,416 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
92 |
- |
2024-03-31 |
738,593 |
$50,121,000 |
88,125 |
|
New England Professional Planning Group Inc. |
2 |
- |
2024-03-31 |
698,682 |
$47,413,000 |
5,920 |
|
OLD MISSION CAPITAL LLC |
10 |
- |
2023-12-31 |
689,542 |
$44,772,000 |
689,542 |
|
J P MORGAN CHASE & CO |
1159 |
- |
2023-12-31 |
670,137 |
$43,512,000 |
246,905 |
|
AlphaCore Capital LLC |
4 |
- |
2023-12-31 |
577,203 |
$37,478,000 |
49,240 |
|
Rockefeller Capital Management L.P. |
191 |
- |
2023-12-31 |
533,737 |
$34,656,000 |
256 |
|
Standpoint Asset Management LLC |
8 |
- |
2024-03-31 |
486,600 |
$33,021,000 |
18,600 |
|
LOWE BROCKENBROUGH & CO INC |
4 |
- |
2023-12-31 |
499,232 |
$32,415,000 |
36,560 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
323 |
- |
2023-12-31 |
483,970 |
$31,424,000 |
122,421 |
|
YOUNGS ADVISORY GROUP INC. |
1 |
- |
2023-12-31 |
469,985 |
$30,516,000 |
17,434 |
|
STIFEL FINANCIAL CORP |
386 |
- |
2023-12-31 |
469,832 |
$30,506,000 |
10,133 |
|
JONES FINANCIAL COMPANIES LLLP |
59 |
- |
2023-12-31 |
458,625 |
$29,779,000 |
11,678 |
|
Astoria Strategic Wealth Inc. |
3 |
- |
2023-12-31 |
455,573 |
$29,580,000 |
29,772 |
|
HSBC HOLDINGS PLC |
541 |
- |
2023-12-31 |
408,205 |
$26,505,000 |
6,580 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
267 |
- |
2024-03-31 |
390,124 |
$26,474,000 |
8,201 |
|
HILL ISLAND FINANCIAL LLC |
4 |
- |
2023-12-31 |
362,796 |
$23,556,000 |
16,510 |
|
PRINCIPAL SECURITIES INC. |
24 |
- |
2024-03-31 |
330,397 |
$22,421,000 |
46,369 |
|
Corrigan Financial Inc. |
8 |
- |
2024-03-31 |
308,771 |
$20,953,000 |
3,167 |
|
GOLDMAN SACHS GROUP INC/ |
1518 |
- |
2023-12-31 |
319,252 |
$20,729,000 |
212,830 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
60 |
- |
2023-12-31 |
309,517 |
$20,097,000 |
70,621 |
|
Geneos Wealth Management Inc. |
16 |
- |
2024-03-31 |
295,358 |
$20,043,000 |
24,001 |
|
Pensionmark Financial Group LLC |
6 |
- |
2023-12-31 |
295,408 |
$19,181,000 |
1,704 |
|
Skyline Advisors Inc. |
3 |
- |
2024-03-31 |
264,625 |
$17,957,000 |
2,991 |
|
MML INVESTORS SERVICES LLC |
245 |
- |
2023-12-31 |
275,123 |
$17,864,000 |
2,940 |
|
FIRST HAWAIIAN BANK |
22 |
- |
2024-03-31 |
261,526 |
$17,747,000 |
2,725 |
|
TD CAPITAL MANAGEMENT LLC |
14 |
- |
2023-12-31 |
266,270 |
$17,289,000 |
917 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
251,097 |
$16,304,000 |
107,468 |
|
Wick Capital Partners LLC |
3 |
- |
2023-12-31 |
250,413 |
$16,259,000 |
18,218 |
|
Meridian Wealth Partners LLC |
11 |
- |
2023-12-31 |
233,942 |
$15,190,000 |
2,604 |
|
BDO Wealth Advisors LLC |
13 |
- |
2023-06-30 |
235,049 |
$14,719,000 |
5,317 |
|
MontVue Capital Management Inc. |
3 |
- |
2024-03-31 |
215,892 |
$14,650,000 |
3,300 |
|
PRAIRIEVIEW WEALTH PARTNERS LLC |
3 |
- |
2024-03-31 |
189,116 |
$12,833,000 |
6,950 |
|
STRATEGIC POINT INVESTMENT ADVISORS LLC |
16 |
- |
2023-12-31 |
196,881 |
$12,784,000 |
190 |
|
REGATTA CAPITAL GROUP LLC |
8 |
- |
2024-03-31 |
181,550 |
$12,320,000 |
104,797 |
|
Sowell Financial Services LLC |
35 |
- |
2024-03-31 |
180,183 |
$12,227,000 |
150,531 |
|
White Lighthouse Investment Management Inc. |
|
- |
2023-12-31 |
184,897 |
$12,005,000 |
1,945 |
|
Magnolia Wealth Management LLC |
3 |
- |
2023-12-31 |
180,079 |
$11,693,000 |
3,292 |
|
Qube Research & Technologies Ltd |
572 |
- |
2023-12-31 |
174,584 |
$11,336,000 |
1,235 |
|
Cetera Investment Advisers |
200 |
- |
2023-12-31 |
171,555 |
$11,139,000 |
34,757 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
379 |
- |
2023-12-31 |
170,978 |
$11,102,000 |
5,468 |
|
CAPTRUST FINANCIAL ADVISORS |
353 |
- |
2023-12-31 |
166,876 |
$10,835,000 |
25,783 |
|
Rooted Wealth Advisors Inc. |
4 |
- |
2024-03-31 |
160,707 |
$10,835,000 |
1,797 |
|
Financial Designs Corp |
6 |
- |
2024-03-31 |
158,113 |
$10,730,000 |
76 |
|
Goldstein Advisors LLC |
15 |
- |
2023-12-31 |
160,433 |
$10,417,000 |
9,786 |
|
GREENWOOD CAPITAL ASSOCIATES LLC |
16 |
- |
2024-03-31 |
153,080 |
$10,388,000 |
4,047 |
|
Trinity Wealth Management LLC |
9 |
- |
2024-03-31 |
149,579 |
$10,150,000 |
3,783 |
|
Financial Network Wealth Management LLC |
9 |
- |
2023-12-31 |
156,074 |
$10,133,000 |
3,515 |
|
LODESTAR PRIVATE ASSET MANAGEMENT LLC |
21 |
- |
2024-03-31 |
143,058 |
$9,708,000 |
14,737 |
|
HARVEST GROUP WEALTH MANAGEMENT LLC |
3 |
- |
2023-03-31 |
150,873 |
$9,347,000 |
5,538 |
|
Atria Wealth Solutions Inc. |
176 |
- |
2023-12-31 |
141,178 |
$9,167,000 |
6,649 |
|
First Command Financial Services Inc. |
16 |
- |
2023-06-30 |
144,702 |
$9,061,000 |
9,607 |
|
First Command Bank |
16 |
- |
2023-06-30 |
144,702 |
$9,061,000 |
9,607 |
|
Patrick Mauro Investment Advisor INC. |
4 |
- |
2023-12-31 |
139,191 |
$9,038,000 |
3,631 |
|
Forum Private Client Group LLC |
8 |
- |
2023-12-31 |
138,016 |
$8,961,000 |
138,016 |
|
BANK OF NEW YORK MELLON CORP |
2032 |
- |
2024-03-31 |
126,340 |
$8,573,000 |
15,777 |
|
ATRIA INVESTMENTS LLC |
190 |
- |
2023-12-31 |
129,157 |
$8,386,000 |
7,556 |
|
PINNACLE FINANCIAL PARTNERS INC |
133 |
- |
2024-03-31 |
120,496 |
$8,177,000 |
25,656 |
|
Capital Analysts Inc. |
56 |
- |
2023-12-31 |
125,893 |
$8,174,000 |
9,700 |
|
First Ascent Asset Management LLC |
20 |
- |
2023-12-31 |
124,191 |
$8,064,000 |
2,620 |
|
Source Financial Advisors LLC |
9 |
- |
2024-03-31 |
118,238 |
$8,024,000 |
15,057 |
|
Global Retirement Partners LLC |
71 |
- |
2024-03-31 |
117,908 |
$8,001,000 |
12,213 |
|
DOHJ LLC |
9 |
- |
2024-03-31 |
117,109 |
$7,947,000 |
56,738 |
|
Clear Creek Financial Management LLC |
23 |
- |
2024-03-31 |
113,868 |
$7,727,000 |
1,926 |
|
PRUDENTIAL FINANCIAL INC |
760 |
- |
2023-12-31 |
118,346 |
$7,684,000 |
47,227 |
|
RAYMOND JAMES & ASSOCIATES |
1305 |
- |
2024-03-31 |
112,920 |
$7,663,000 |
1,627 |
|
Goss Wealth Management LLC |
253 |
- |
2023-12-31 |
118,290 |
$7,656,000 |
1,953 |
|
BRANDES INVESTMENT PARTNERS LP |
107 |
- |
2023-12-31 |
117,727 |
$7,644,000 |
112,315 |
|
CAPITAL INSIGHT PARTNERS LLC |
15 |
- |
2024-03-31 |
110,062 |
$7,469,000 |
7,160 |
|
Carl P. Sherr & Co. LLC |
6 |
- |
2024-03-31 |
108,592 |
$7,369,000 |
2,014 |
|
SWMG LLC |
5 |
- |
2023-12-31 |
107,938 |
$7,008,000 |
17,643 |
|
MULTIFINANCIAL SECURITIES CORP |
205 |
- |
2023-12-31 |
106,877 |
$6,940,000 |
17,854 |
|
Prosperitas Financial LLC |
5 |
- |
2023-12-31 |
99,989 |
$6,492,000 |
2,690 |
|
|
100 Records found
|
1
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