|
Institutional
Holders
Total
Institutions:
|
892 34 |
|
Total
shares held :
|
74,441,359 |
|
% of shares
held :
|
37.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
172 |
|
Amount
of shares held :
|
12,437,620 |
|
% of shares
held change :
|
6.22% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$106.21 |
|
Last
Quarter's Ending
Price :
|
$122.75 |
|
Last
Quarter's Average
Price :
|
$113.27 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
20.37 (17.98%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
31 |
- |
2023-12-31 |
10,523,831 |
$1,291,800,000 |
2,928,731 |
|
MORGAN STANLEY |
271 |
- |
2023-12-31 |
6,225,786 |
$764,215,000 |
531,466 |
|
BANK OF AMERICA CORP /DE/ |
299 |
- |
2023-12-31 |
4,337,706 |
$532,453,000 |
264,759 |
|
LPL FINANCIAL CORP |
85 |
- |
2023-12-31 |
3,409,733 |
$418,545,000 |
728,703 |
|
J P MORGAN CHASE & CO |
424 |
- |
2023-12-31 |
2,785,245 |
$341,889,000 |
1,225,385 |
|
BLACKROCK INC. |
1437 |
- |
2023-12-31 |
2,187,676 |
$268,537,000 |
922,350 |
|
UBS Group AG |
193 |
- |
2023-12-31 |
2,129,589 |
$261,407,000 |
160,092 |
|
FIL LTD |
139 |
- |
2023-12-31 |
1,456,287 |
$178,759,000 |
363,201 |
|
AMERIPRISE FINANCIAL INC |
373 |
- |
2023-12-31 |
1,304,660 |
$160,170,000 |
300,627 |
|
CWM LLC |
26 |
- |
2024-03-31 |
1,173,803 |
$158,534,000 |
95,066 |
|
Envestnet Portfolio Solutions Inc. |
37 |
- |
2023-12-31 |
1,257,759 |
$154,390,000 |
393,079 |
|
PARK AVENUE SECURITIES LLC |
8 |
- |
2024-03-31 |
1,054,653 |
$142,441,000 |
95,459 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
95 |
- |
2024-03-31 |
887,182 |
$119,823,000 |
87,394 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
115 |
- |
2024-03-31 |
882,381 |
$119,174,000 |
55,554 |
|
MML INVESTORS SERVICES LLC |
33 |
- |
2023-12-31 |
802,198 |
$98,470,000 |
195,538 |
|
JANNEY MONTGOMERY SCOTT LLC |
73 |
- |
2024-03-31 |
682,254 |
$92,145,000 |
21,634 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
13 |
- |
2024-03-31 |
675,748 |
$91,266,000 |
122,886 |
|
RAYMOND JAMES & ASSOCIATES |
314 |
- |
2024-03-31 |
553,635 |
$74,774,000 |
18,904 |
|
TWO SIGMA INVESTMENTS LLC |
192 |
- |
2023-12-31 |
441,000 |
$54,133,000 |
300,500 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
45 |
- |
2023-12-31 |
440,608 |
$54,085,000 |
116,144 |
|
Resources Investment Advisors Inc. |
22 |
- |
2023-12-31 |
428,381 |
$52,584,000 |
165,252 |
|
STIFEL FINANCIAL CORP |
274 |
- |
2023-12-31 |
423,700 |
$52,012,000 |
72,269 |
|
Parker Investment Management LLC |
4 |
- |
2023-12-31 |
436,329 |
$51,269,000 |
283,212 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
112 |
- |
2024-03-31 |
315,190 |
$42,570,000 |
24,753 |
|
JB Capital LLC |
|
- |
2024-03-31 |
298,740 |
$40,348,000 |
28,559 |
|
Cetera Investment Advisers |
52 |
- |
2023-12-31 |
320,790 |
$39,377,000 |
61,762 |
|
Goss Wealth Management LLC |
58 |
- |
2023-12-31 |
315,136 |
$39,252,000 |
67,160 |
|
AE Wealth Management LLC |
116 |
- |
2023-12-31 |
273,580 |
$35,401,000 |
30,449 |
|
Kestra Advisory Services LLC |
66 |
- |
2023-12-31 |
274,608 |
$33,708,000 |
195,522 |
|
QUANTITATIVE ADVANTAGE LLC |
3 |
- |
2023-03-31 |
356,495 |
$33,086,000 |
1,299 |
|
PRUDENTIAL FINANCIAL INC |
309 |
- |
2023-12-31 |
268,934 |
$33,012,000 |
34,719 |
|
TWO SIGMA ADVISERS, LLC |
258 |
- |
2023-12-31 |
238,800 |
$29,313,000 |
79,300 |
|
WEALTHSOURCE PARTNERS LLC |
8 |
- |
2023-12-31 |
238,192 |
$29,238,000 |
62,431 |
|
HIGHTOWER ADVISORS, LLC |
370 |
- |
2023-12-31 |
237,481 |
$29,115,000 |
9,348 |
|
Portfolio Strategies Inc. |
13 |
- |
2023-12-31 |
232,121 |
$28,522,000 |
122,288 |
|
Apexium Financial LP |
8 |
- |
2024-03-31 |
199,062 |
$26,885,000 |
6,423 |
|
FINANCIAL NETWORK |
143 |
- |
2023-12-31 |
210,454 |
$25,833,000 |
36,002 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
180,643 |
$24,398,000 |
1,992 |
|
Foundations Investment Advisors LLC |
32 |
- |
2023-12-31 |
189,161 |
$24,190,000 |
88,104 |
|
H D Vest Advisory Services |
65 |
- |
2023-12-31 |
187,788 |
$23,051,000 |
19,228 |
|
Stratos Wealth Partners LTD. |
42 |
- |
2024-03-31 |
170,209 |
$22,989,000 |
54,101 |
|
Integrated Wealth Concepts LLC |
55 |
- |
2023-12-31 |
178,328 |
$21,890,000 |
69,626 |
|
ADVISORY SERVICES NETWORK, LLC |
24 |
- |
2023-12-31 |
176,479 |
$21,663,000 |
31,925 |
|
MULTIFINANCIAL SECURITIES CORP |
73 |
- |
2023-12-31 |
175,576 |
$21,552,000 |
23,293 |
|
J.W. COLE ADVISORS INC. |
|
- |
2024-03-31 |
144,967 |
$19,581,000 |
129,838 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
17 |
- |
2024-03-31 |
140,908 |
$19,031,000 |
27,477 |
|
Atria Wealth Solutions Inc. |
93 |
- |
2023-12-31 |
154,828 |
$19,005,000 |
34,736 |
|
BB&T CORP |
443 |
- |
2023-12-31 |
142,437 |
$17,484,000 |
16,716 |
|
MARINER WEALTH ADVISORS, LLC |
333 |
- |
2023-12-31 |
140,073 |
$17,194,000 |
1,657 |
|
Perigon Wealth Management LLC |
|
- |
2024-03-31 |
126,914 |
$17,141,000 |
38,340 |
|
Austin Private Wealth LLC |
16 |
- |
2024-03-31 |
121,459 |
$16,369,000 |
19,480 |
|
US BANCORP |
335 |
- |
2023-12-31 |
129,995 |
$15,957,000 |
25,690 |
|
ATRIA INVESTMENTS LLC |
95 |
- |
2023-12-31 |
123,518 |
$15,162,000 |
33,721 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
320 |
- |
2023-12-31 |
121,940 |
$14,969,000 |
14,707 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
494 |
- |
2023-12-31 |
120,627 |
$14,807,000 |
80,417 |
|
Rockefeller Capital Management L.P. |
371 |
- |
2023-12-31 |
113,620 |
$13,947,000 |
4,576 |
|
Mendel Capital Management LLC |
|
- |
2023-12-31 |
110,286 |
$13,538,000 |
258 |
|
CREATIVE PLANNING |
321 |
- |
2023-12-31 |
109,641 |
$13,458,000 |
2,197 |
|
FTB Advisors Inc. |
84 |
- |
2024-03-31 |
97,013 |
$13,103,000 |
6,509 |
|
TRITONPOINT WEALTH LLC |
16 |
- |
2024-03-31 |
115,332 |
$13,086,000 |
7,831 |
|
Icon Wealth Advisors LLC |
15 |
- |
2023-12-31 |
102,072 |
$12,529,000 |
28,777 |
|
AdvisorNet Financial Inc |
13 |
- |
2024-03-31 |
88,463 |
$11,948,000 |
64,198 |
|
PROSPERA FINANCIAL SERVICES |
46 |
- |
2023-12-31 |
97,214 |
$11,933,000 |
2,721 |
|
One Wealth Advisors LLC |
13 |
- |
2024-03-31 |
85,784 |
$11,586,000 |
4,296 |
|
Atlantic Trust Group LLC |
304 |
- |
2023-12-31 |
93,943 |
$11,532,000 |
16,103 |
|
Spire Wealth Management |
92 |
- |
2024-03-31 |
84,966 |
$11,476,000 |
256 |
|
Simplicity WealthLLC |
74 |
- |
2024-03-31 |
83,320 |
$11,253,000 |
71,147 |
|
Steel Peak Wealth Management LLC |
43 |
- |
2024-03-31 |
82,860 |
$11,191,000 |
13,124 |
|
Change Path LLC |
34 |
- |
2023-12-31 |
89,250 |
$10,956,000 |
34,431 |
|
Rollins Financial |
10 |
- |
2023-12-31 |
84,759 |
$10,404,000 |
14,205 |
|
Brookstone Capital Management |
130 |
- |
2024-03-31 |
76,476 |
$10,329,000 |
26,246 |
|
Strategic Blueprint LLC |
29 |
- |
2024-03-31 |
75,873 |
$10,247,000 |
4,367 |
|
GRIES FINANCIAL LLC |
8 |
- |
2023-12-31 |
81,399 |
$9,992,000 |
27,505 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
80,602 |
$9,894,000 |
9,906 |
|
High Falls Advisors Inc |
10 |
- |
2023-12-31 |
79,285 |
$9,732,000 |
23,139 |
|
Pettinga Financial Advisors LLC |
12 |
- |
2024-03-31 |
71,480 |
$9,654,000 |
2,555 |
|
Ronald Blue Trust Inc. |
|
- |
2024-03-31 |
70,247 |
$9,488,000 |
19,368 |
|
JANE STREET GROUP LLC |
964 |
- |
2023-12-31 |
76,545 |
$9,396,000 |
47,159 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
74,764 |
$9,177,000 |
5 |
|
Steward Partners Investment Advisory LLC |
175 |
- |
2023-12-31 |
73,002 |
$8,961,000 |
455 |
|
HC Advisors LLC |
|
- |
2023-12-31 |
72,010 |
$8,839,000 |
23,194 |
|
Signature Wealth Management Partners LLC |
4 |
- |
2024-03-31 |
64,446 |
$8,704,000 |
517 |
|
Invst LLC |
24 |
- |
2023-12-31 |
66,495 |
$8,638,000 |
26,314 |
|
Ciovacco Capital Management LLC |
4 |
- |
2023-12-31 |
70,242 |
$8,622,000 |
35,810 |
|
Scarborough Advisors LLC |
16 |
- |
2023-12-31 |
68,412 |
$8,398,000 |
23,299 |
|
LIBERTY WEALTH MANAGEMENT LLC |
17 |
- |
2024-03-31 |
58,921 |
$7,949,000 |
569 |
|
West Wealth Group LLC |
7 |
- |
2023-12-31 |
64,329 |
$7,896,000 |
13,881 |
|
Orion Portfolio Solutions LLC |
221 |
- |
2023-12-31 |
63,040 |
$7,611,000 |
22,146 |
|
Merit Financial Group LLC |
67 |
- |
2023-12-31 |
61,611 |
$7,563,000 |
4,261 |
|
Keebeck Wealth Management LLC |
14 |
- |
2023-12-31 |
60,947 |
$7,481,000 |
21,544 |
|
AMUNDI |
893 |
- |
2023-12-31 |
61,153 |
$7,407,000 |
46,795 |
|
Farther Finance Advisors LLC |
34 |
- |
2023-12-31 |
58,084 |
$7,130,000 |
22,214 |
|
Cypress Wealth Services LLC |
13 |
- |
2024-03-31 |
52,492 |
$7,090,000 |
5,247 |
|
TOWNSQUARE CAPITAL LLC |
166 |
- |
2023-12-31 |
55,237 |
$6,780,000 |
40,549 |
|
KICKSTAND VENTURES LLC. |
17 |
- |
2023-12-31 |
54,508 |
$6,691,000 |
12,581 |
|
Summit X LLC |
12 |
- |
2023-12-31 |
54,093 |
$6,635,000 |
9,217 |
|
FINANCIAL LIFE ADVISORS |
12 |
- |
2024-03-31 |
49,083 |
$6,629,000 |
1,888 |
|
Signify Wealth |
1 |
- |
2024-03-31 |
48,440 |
$6,542,000 |
4,773 |
|
UMA Financial Services Inc. |
20 |
- |
2024-03-31 |
49,396 |
$6,490,000 |
6,152 |
|
BCJ Capital Management LLC |
46 |
- |
2023-12-31 |
52,559 |
$6,452,000 |
28,362 |
|
|
100 Records found
|
1
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Page 1 of 1 |
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