|
Institutional
Holders
Total
Institutions:
|
289 39 |
|
Total
shares held :
|
83,351,415 |
|
% of shares
held :
|
92.61% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
118 |
|
Amount
of shares held :
|
17,482,809 |
|
% of shares
held change :
|
19.43% |
|
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/ |
287 |
- |
2023-12-31 |
11,352,004 |
$571,006,000 |
1,385,209 |
|
MORGAN STANLEY |
627 |
- |
2023-12-31 |
5,536,511 |
$278,487,000 |
1,784,667 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
49 |
- |
2024-03-31 |
3,006,306 |
$152,540,000 |
499,399 |
|
WELLS FARGO & CO/MN |
336 |
- |
2023-12-31 |
2,995,256 |
$150,661,000 |
510,708 |
|
Sage Mountain Advisors LLC |
1 |
- |
2024-03-31 |
2,563,460 |
$130,070,000 |
137,998 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
49 |
- |
2023-12-31 |
2,115,255 |
$106,397,000 |
187,486 |
|
HIGHTOWER ADVISORS, LLC |
127 |
- |
2023-12-31 |
2,052,549 |
$103,246,000 |
1,480,105 |
|
JANE STREET GROUP LLC |
132 |
- |
2023-12-31 |
1,846,976 |
$92,903,000 |
1,695,365 |
|
RENAISSANCE TECHNOLOGIES LLC |
193 |
- |
2023-12-31 |
1,524,000 |
$76,657,000 |
691,900 |
|
LPL FINANCIAL CORP |
374 |
- |
2023-12-31 |
1,465,622 |
$73,721,000 |
568,708 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
178 |
- |
2024-03-31 |
1,434,920 |
$72,808,000 |
517,328 |
|
TruWealth Advisors LLC |
3 |
- |
2024-03-31 |
1,405,754 |
$71,328,000 |
87,096 |
|
MARINER WEALTH ADVISORS, LLC |
123 |
- |
2023-12-31 |
1,376,474 |
$69,237,000 |
1,253,971 |
|
AE Wealth Management LLC |
59 |
- |
2023-12-31 |
1,222,956 |
$61,918,000 |
503,772 |
|
Integrys Wealth Advisors LLC |
1 |
- |
2024-03-31 |
1,194,112 |
$60,589,000 |
182,069 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
3 |
- |
2024-03-31 |
1,189,654 |
$60,363,000 |
546,298 |
|
ROYAL BANK OF CANADA |
697 |
- |
2023-12-31 |
1,000,987 |
$50,348,000 |
565,277 |
|
EXCHANGE TRADED CONCEPTS LLC |
8 |
- |
2024-03-31 |
962,966 |
$48,861,000 |
776,860 |
|
HILTON CAPITAL MANAGEMENT, LLC |
3 |
- |
2023-12-31 |
933,559 |
$46,958,000 |
59,039 |
|
RFG Advisory Group LLC |
10 |
- |
2024-03-31 |
920,531 |
$46,708,000 |
188,775 |
|
RAYMOND JAMES & ASSOCIATES |
431 |
- |
2024-03-31 |
919,842 |
$46,673,000 |
281,512 |
|
Ten Capital Wealth Advisors LLC |
1 |
- |
2023-06-30 |
922,525 |
$45,987,000 |
69,699 |
|
ATWOOD & PALMER INC |
3 |
- |
2024-03-31 |
791,624 |
$40,167,000 |
75,964 |
|
JANNEY MONTGOMERY SCOTT LLC |
184 |
- |
2024-03-31 |
737,651 |
$37,428,000 |
183,203 |
|
CX Institutional |
6 |
- |
2024-03-31 |
726,493 |
$36,793,000 |
98,618 |
|
ST GERMAIN D J CO INC |
10 |
- |
2024-03-31 |
704,829 |
$35,763,000 |
18,594 |
|
Relative Value Partners Group LLC |
14 |
- |
2023-12-31 |
708,921 |
$35,659,000 |
85,950 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
140 |
- |
2024-03-31 |
697,618 |
$35,397,000 |
149,566 |
|
Advisor Group Holdings Inc. |
288 |
- |
2023-12-31 |
703,356 |
$35,388,000 |
116,700 |
|
Whalen Wealth Management Inc. |
1 |
- |
2024-03-31 |
559,276 |
$28,378,000 |
322,636 |
|
Bensler LLC |
|
- |
2024-03-31 |
535,535 |
$27,173,000 |
79,746 |
|
FIRST HEARTLAND CONSULTANTS INC |
3 |
- |
2023-12-31 |
512,932 |
$25,800,000 |
337,270 |
|
SPC FINANCIAL, INC. |
|
- |
2024-03-31 |
504,294 |
$25,588,000 |
6,031 |
|
Fragasso Group Inc. |
9 |
- |
2024-03-31 |
500,915 |
$25,416,000 |
91,823 |
|
Marshall Financial Group LLC |
2 |
- |
2024-03-31 |
496,774 |
$25,206,000 |
364,261 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
355,363 |
$18,031,000 |
77,560 |
|
Sovereign Investment Advisors LLC |
4 |
- |
2023-12-31 |
357,185 |
$17,966,000 |
174,166 |
|
Drake & Associates LLC |
5 |
- |
2023-12-31 |
351,396 |
$17,675,000 |
72,686 |
|
Cornerstone Wealth Group LLC |
9 |
- |
2024-03-31 |
344,119 |
$17,461,000 |
4,945 |
|
Global Retirement Partners LLC |
31 |
- |
2024-03-31 |
340,817 |
$17,293,000 |
61,608 |
|
VIGILANT CAPITAL MANAGEMENT LLC |
35 |
- |
2023-06-30 |
344,518 |
$17,174,000 |
17,422 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
552 |
- |
2024-03-31 |
336,878 |
$17,093,000 |
198,335 |
|
Baird Financial Group Inc. |
354 |
- |
2023-12-31 |
325,377 |
$16,366,000 |
69,530 |
|
GREENWICH WEALTH MANAGEMENT LLC |
9 |
- |
2023-12-31 |
317,469 |
$15,969,000 |
71,659 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
304,421 |
$15,446,000 |
39,390 |
|
Insight Wealth Strategies LLC |
14 |
- |
2024-03-31 |
262,800 |
$13,334,000 |
72,510 |
|
CI Private Wealth LLC |
466 |
- |
2023-12-31 |
259,707 |
$13,063,000 |
62,274 |
|
Allen Capital Group LLC |
12 |
- |
2024-03-31 |
242,879 |
$12,324,000 |
14,930 |
|
Compass Financial Group Inc. |
5 |
- |
2024-03-31 |
227,722 |
$11,555,000 |
1,255 |
|
Financial Advocates Investment Management |
|
- |
2024-03-31 |
218,758 |
$11,100,000 |
202,528 |
|
HALL CAPITAL MANAGEMENT CO INC |
2 |
- |
2023-12-31 |
208,386 |
$10,482,000 |
78,547 |
|
Advisor OS LLC |
14 |
- |
2023-12-31 |
207,101 |
$10,417,000 |
168,064 |
|
Tower Wealth Partners Inc. |
8 |
- |
2024-03-31 |
194,277 |
$9,858,000 |
4,171 |
|
Kestra Advisory Services LLC |
287 |
- |
2023-12-31 |
185,683 |
$9,340,000 |
65,597 |
|
WEALTHSOURCE PARTNERS LLC |
28 |
- |
2023-12-31 |
183,744 |
$9,242,000 |
157,317 |
|
BANK OF NEW YORK MELLON CORP |
2011 |
- |
2024-03-31 |
177,210 |
$8,992,000 |
91,178 |
|
IFRAH FINANCIAL SERVICES INC |
8 |
- |
2023-12-31 |
172,499 |
$8,677,000 |
1,205 |
|
Beacon Harbor Wealth Advisors Inc. |
9 |
- |
2023-12-31 |
158,788 |
$7,987,000 |
44,303 |
|
Hennion & Walsh Asset Management Inc. |
35 |
- |
2024-03-31 |
157,307 |
$7,982,000 |
92,575 |
|
Crumly & Associates Inc. |
|
- |
2024-03-31 |
156,165 |
$7,924,000 |
1,340 |
|
Apollon Wealth Management LLC |
|
- |
2024-03-31 |
149,957 |
$7,609,000 |
70,771 |
|
Maltin Wealth Management Inc. |
2 |
- |
2024-03-31 |
149,184 |
$7,570,000 |
57,607 |
|
CENTAURUS FINANCIAL INC. |
36 |
- |
2023-12-31 |
146,814 |
$7,385,000 |
61,042 |
|
Stony Point Wealth Management Inc. |
12 |
- |
2024-03-31 |
137,964 |
$7,000,000 |
84,542 |
|
waypoint wealth counsel |
5 |
- |
2024-03-31 |
137,139 |
$6,958,000 |
8,217 |
|
Main Street Financial Solutions LLC |
29 |
- |
2024-03-31 |
132,314 |
$6,714,000 |
67,635 |
|
MML INVESTORS SERVICES LLC |
494 |
- |
2023-12-31 |
133,249 |
$6,702,000 |
25,362 |
|
Magnus Financial Group LLC |
|
- |
2024-03-31 |
126,926 |
$6,440,000 |
51,174 |
|
Guardian Financial Partners LLC |
5 |
- |
2024-03-31 |
125,635 |
$6,375,000 |
63,951 |
|
ALPHAMARK ADVISORS LLC |
10 |
- |
2024-03-31 |
118,030 |
$5,989,000 |
14,986 |
|
Rockefeller Capital Management L.P. |
591 |
- |
2023-12-31 |
117,159 |
$5,893,000 |
117,159 |
|
Cornerstone Advisory LLP |
27 |
- |
2023-12-31 |
116,085 |
$5,839,000 |
64,319 |
|
Auour Investments LLC |
|
- |
2024-03-31 |
114,266 |
$5,798,000 |
19,041 |
|
Kathmere Capital Management LLC |
38 |
- |
2024-03-31 |
113,882 |
$5,778,000 |
22,555 |
|
Rehmann Capital Advisory Group |
|
- |
2024-03-31 |
106,945 |
$5,426,000 |
8,750 |
|
WESPAC Advisors SoCal LLC |
26 |
- |
2024-03-31 |
103,669 |
$5,260,000 |
5,465 |
|
Mutual Advisors LLC |
|
- |
2024-03-31 |
97,624 |
$4,953,000 |
32,448 |
|
AVALON ADVISORS L P |
135 |
- |
2023-03-31 |
99,612 |
$4,932,000 |
15 |
|
Sargent Investment Group LLC |
24 |
- |
2023-12-31 |
96,098 |
$4,834,000 |
16,119 |
|
Knott David M Jr |
12 |
- |
2023-12-31 |
93,647 |
$4,710,000 |
62,215 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
91,778 |
$4,657,000 |
38,691 |
|
Strategic Blueprint LLC |
76 |
- |
2024-03-31 |
90,116 |
$4,572,000 |
46,032 |
|
STIFEL FINANCIAL CORP |
1174 |
- |
2023-12-31 |
87,776 |
$4,415,000 |
32,648 |
|
Cetera Investment Advisers |
487 |
- |
2023-12-31 |
86,286 |
$4,340,000 |
3,716 |
|
Eldridge Investment Advisors Inc. |
24 |
- |
2023-12-31 |
84,877 |
$4,269,000 |
2,561 |
|
Steward Partners Investment Advisory LLC |
315 |
- |
2023-12-31 |
84,238 |
$4,237,000 |
25,414 |
|
BLACKROCK INC. |
3568 |
- |
2023-12-31 |
80,227 |
$4,035,000 |
227 |
|
Consolidated Planning Corp |
|
- |
2024-03-31 |
79,109 |
$4,014,000 |
1,093 |
|
SILVER OAK SECURITIES Inc |
43 |
- |
2023-12-31 |
79,075 |
$3,977,000 |
75,552 |
|
Source Financial Advisors LLC |
18 |
- |
2024-03-31 |
73,788 |
$3,744,000 |
8,372 |
|
FINANCIAL NETWORK |
732 |
- |
2023-12-31 |
69,612 |
$3,501,000 |
13,700 |
|
SkyView Investment Advisors LLC |
17 |
- |
2023-12-31 |
66,268 |
$3,333,000 |
58,304 |
|
Legacy Capital Wealth Partners LLC |
22 |
- |
2023-12-31 |
62,446 |
$3,141,000 |
40,206 |
|
CLS INVESTMENT FIRM LLC |
314 |
- |
2022-12-31 |
63,295 |
$3,118,000 |
25,023 |
|
Beverly Hills Private Wealth LLC |
24 |
- |
2023-12-31 |
61,529 |
$3,095,000 |
43,545 |
|
CYNOSURE MANAGEMENT LLC |
46 |
- |
2023-12-31 |
60,008 |
$3,018,000 |
53,144 |
|
BENJAMIN EDWARDS INC |
49 |
- |
2024-03-31 |
54,522 |
$2,766,000 |
16,946 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
|
- |
2024-03-31 |
50,455 |
$2,560,000 |
478 |
|
Bridgewealth Advisory Group LLC |
24 |
- |
2024-03-31 |
50,105 |
$2,542,000 |
42,560 |
|
Perigon Wealth Management LLC |
|
- |
2024-03-31 |
49,895 |
$2,532,000 |
33,395 |
|
|
100 Records found
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1
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