|
Institutional
Holders
Total
Institutions:
|
59 2 |
|
Total
shares held :
|
23,916,073 |
|
% of shares
held :
|
36.18% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
-2,098,552 |
|
% of shares
held change :
|
-3.17% |
|
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 |
J P MORGAN CHASE & CO |
264 |
- |
2023-12-31 |
19,079,291 |
$691,624,000 |
-2,779,686 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
294 |
- |
2024-03-31 |
1,129,405 |
$41,393,000 |
-83,089 |
|
MORGAN STANLEY |
2416 |
- |
2023-12-31 |
706,696 |
$25,618,000 |
126,372 |
|
JANNEY MONTGOMERY SCOTT LLC |
271 |
- |
2023-12-31 |
612,553 |
$22,205,000 |
178,912 |
|
Vestmark Advisory Solutions Inc. |
30 |
- |
2023-12-31 |
365,895 |
$13,264,000 |
80,422 |
|
DAYMARK WEALTH PARTNERS LLC |
44 |
- |
2024-03-31 |
298,095 |
$10,925,000 |
47,965 |
|
Pallas Capital Advisors LLC |
49 |
- |
2024-03-31 |
221,556 |
$8,120,000 |
17,566 |
|
LPL FINANCIAL CORP |
1593 |
- |
2023-12-31 |
158,840 |
$5,758,000 |
-28,068 |
|
MN Wealth Advisors LLC |
7 |
- |
2023-12-31 |
154,987 |
$5,618,000 |
0 |
|
Wagner Wealth Management LLC |
15 |
- |
2024-03-31 |
138,411 |
$5,073,000 |
99,214 |
|
ROYAL BANK OF CANADA |
1906 |
- |
2023-12-31 |
132,557 |
$4,805,000 |
130,402 |
|
CITADEL ADVISORS LLC |
1664 |
- |
2023-12-31 |
121,042 |
$4,388,000 |
79,731 |
|
Integrity Advisory LLC |
9 |
- |
2022-12-31 |
113,079 |
$3,846,000 |
37,713 |
|
Lido Advisors LLC |
276 |
- |
2023-12-31 |
105,035 |
$3,808,000 |
29,762 |
|
Advantage Trust Co |
10 |
- |
2023-12-31 |
90,653 |
$3,286,000 |
0 |
|
JANE STREET GROUP LLC |
1976 |
- |
2023-12-31 |
83,249 |
$3,018,000 |
-44,524 |
|
STEPHENS INC /AR/ |
415 |
- |
2023-12-31 |
51,600 |
$1,871,000 |
-9,775 |
|
MASSMUTUAL TRUST CO FSB/ADV |
198 |
- |
2024-03-31 |
49,315 |
$1,807,000 |
1,820 |
|
ENVESTNET ASSET MANAGEMENT INC |
2588 |
- |
2023-12-31 |
45,090 |
$1,635,000 |
21,378 |
|
Visionary Wealth Advisors |
186 |
- |
2023-12-31 |
42,253 |
$1,532,000 |
-2,427 |
|
Change Path LLC |
203 |
- |
2023-12-31 |
39,002 |
$1,414,000 |
1,718 |
|
GeoWealth Management LLC |
192 |
- |
2023-12-31 |
32,684 |
$1,185,000 |
-19,316 |
|
Stony Point Wealth Management Inc. |
34 |
- |
2024-03-31 |
26,447 |
$969,000 |
-17,412 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2210 |
- |
2023-12-31 |
24,578 |
$891,000 |
711 |
|
3Chopt Investment Partners LLC |
81 |
- |
2023-12-31 |
23,978 |
$869,000 |
13,765 |
|
STIFEL FINANCIAL CORP |
2292 |
- |
2023-12-31 |
21,214 |
$769,000 |
-3,301 |
|
Dynamic Advisors Solutions LLC |
526 |
- |
2024-03-31 |
18,648 |
$683,000 |
3,685 |
|
LAKE STREET FINANCIAL LLC |
192 |
- |
2024-03-31 |
18,059 |
$662,000 |
392 |
|
Wayfinding Financial LLC |
50 |
- |
2023-12-31 |
16,746 |
$607,000 |
4,051 |
|
FINANCIAL NETWORK |
1742 |
- |
2023-12-31 |
16,147 |
$585,000 |
3,687 |
|
Kestra Advisory Services LLC |
1638 |
*New |
2023-12-31 |
11,113 |
$403,000 |
11,113 |
|
Security Financial Services INC. |
119 |
- |
2024-03-31 |
10,508 |
$385,000 |
684 |
|
Private Advisor Group LLC |
1768 |
*New |
2023-12-31 |
8,371 |
$303,000 |
8,371 |
|
Farther Finance Advisors LLC |
450 |
- |
2023-12-31 |
8,136 |
$295,000 |
2,881 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4700 |
- |
2023-12-31 |
6,453 |
$234,000 |
6,453 |
|
IFP Advisors Inc |
864 |
*New |
2023-12-31 |
6,381 |
$231,000 |
6,381 |
|
Advisor Group Holdings Inc. |
3812 |
- |
2023-12-31 |
6,133 |
$222,000 |
4,141 |
|
Gateway Wealth Partners LLC |
215 |
*New |
2023-12-31 |
5,833 |
$211,000 |
5,833 |
|
MML INVESTORS SERVICES LLC |
2294 |
*New |
2023-12-31 |
5,645 |
$205,000 |
5,645 |
|
COMERICA BANK |
2281 |
- |
2023-12-31 |
4,897 |
$178,000 |
-8,833 |
|
Steward Partners Investment Advisory LLC |
1868 |
- |
2023-12-31 |
1,740 |
$63,000 |
0 |
|
WHITTIER TRUST CO OF NEVADA INC |
653 |
*New |
2023-12-31 |
1,650 |
$60,000 |
1,650 |
|
ADVISORY SERVICES NETWORK, LLC |
1992 |
*New |
2023-12-31 |
1,344 |
$49,000 |
1,344 |
|
CWM LLC |
2464 |
- |
2024-03-31 |
1,035 |
$38,000 |
0 |
|
Family Asset Management LLC |
140 |
- |
2023-12-31 |
717 |
$26,000 |
162 |
|
Northwest Capital Management Inc |
342 |
- |
2024-03-31 |
400 |
$15,000 |
0 |
|
LGT Financial Advisors LLC |
451 |
- |
2023-12-31 |
334 |
$12,000 |
-356 |
|
BARTLETT & CO. LLC |
953 |
- |
2023-12-31 |
308 |
$11,000 |
298 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
963 |
- |
2023-12-31 |
308 |
$11,000 |
298 |
|
Frazier Financial Advisors LLC |
378 |
- |
2023-12-31 |
255 |
$9,000 |
0 |
|
Tidemark LLC |
558 |
- |
2023-12-31 |
87 |
$3,000 |
0 |
|
FMR LLC |
4419 |
*New |
2023-12-31 |
85 |
$3,000 |
85 |
|
Spire Wealth Management |
2131 |
- |
2024-03-31 |
59 |
$2,000 |
-16 |
|
Riggs Asset Managment Co. Inc. |
344 |
- |
2023-12-31 |
48 |
$2,000 |
0 |
|
Aspire Private Capital LLC |
597 |
- |
2024-03-31 |
51 |
$2,000 |
-1 |
|
Global Retirement Partners LLC |
3001 |
- |
2024-03-31 |
34 |
$1,000 |
11 |
|
HARBOUR INVESTMENTS INC. |
2938 |
- |
2023-12-31 |
1 |
$0 |
1 |
|
OLD MISSION CAPITAL LLC |
943 |
*Closed |
2023-12-31 |
0 |
$0 |
-72,318 |
|
FTB Advisors Inc. |
2301 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
BANK OF MONTREAL /CAN/ |
3469 |
*Closed |
2023-12-31 |
0 |
$0 |
-66,173 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
3347 |
*Closed |
2023-12-31 |
0 |
$0 |
-21 |
|
WELLS FARGO & CO/MN |
6549 |
*Closed |
2023-12-31 |
0 |
$0 |
-727 |
|
TBH Global Asset Management LLC |
226 |
*Closed |
2023-12-31 |
0 |
$0 |
-26,495 |
|
Cobblestone Asset Management LLC |
48 |
*Closed |
2024-03-31 |
0 |
$0 |
-80,934 |
|
FLOW TRADERS U.S. LLC |
1103 |
*Closed |
2023-12-31 |
0 |
$0 |
-393,135 |
|
UBS Group AG |
8125 |
*Closed |
2023-12-31 |
0 |
$0 |
-1,288 |
|
Alpha Financial Partners LLC |
88 |
*Closed |
2023-12-31 |
0 |
$0 |
-45,780 |
|
Cranbrook Wealth Management LLC |
298 |
*Closed |
2024-03-31 |
0 |
$0 |
-6 |
|
PROEQUITIES INC. |
9350 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
|
69 Records found
|
1
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