|
Institutional
Holders
Total
Institutions:
|
919 28 |
|
Total
shares held :
|
240,856,608 |
|
% of shares
held :
|
26.76% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
218 |
|
Amount
of shares held :
|
3,138,179 |
|
% of shares
held change :
|
0.35% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
81
|
1,207,481
|
0.5%
|
|
|
Increased
Positions : |
459
|
13,319,249
|
5.53%
|
|
|
Unchanged
Positions : |
110
|
4,784,247
|
1.99%
|
|
|
Decreased
Positions : |
269
|
-10,126,951
|
-4.2%
|
|
|
Closed
Positions : |
53
|
-1,261,600
|
-0.52%
|
|
|
Guru
Positions : |
2
|
66,953
|
0.03%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
120 |
- |
2023-12-31 |
33,764,092 |
$1,856,350,000 |
1,068,144 |
|
BANK OF AMERICA CORP /DE/ |
131 |
- |
2023-12-31 |
25,832,025 |
$1,420,245,000 |
-856,171 |
|
J P MORGAN CHASE & CO |
170 |
- |
2023-12-31 |
21,217,022 |
$1,166,512,000 |
-304,712 |
|
WELLS FARGO & CO/MN |
124 |
- |
2023-12-31 |
11,165,804 |
$613,896,000 |
-46,382 |
|
ROYAL BANK OF CANADA |
196 |
- |
2023-12-31 |
6,860,310 |
$377,179,000 |
-77,273 |
|
Advisor Group Holdings Inc. |
22 |
- |
2023-12-31 |
6,484,195 |
$356,588,000 |
-1,193,183 |
|
ENVESTNET ASSET MANAGEMENT INC |
138 |
- |
2023-12-31 |
5,836,775 |
$320,906,000 |
315,588 |
|
UBS Group AG |
164 |
- |
2023-12-31 |
5,743,227 |
$315,763,000 |
-52,330 |
|
Atlantic Trust Group LLC |
76 |
- |
2023-12-31 |
3,172,309 |
$174,414,000 |
187,656 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
65 |
- |
2024-03-31 |
2,949,703 |
$170,670,000 |
81,140 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
6 |
- |
2024-03-31 |
2,839,375 |
$164,286,000 |
573,494 |
|
JANNEY MONTGOMERY SCOTT LLC |
41 |
- |
2024-03-31 |
2,682,041 |
$155,183,000 |
258,473 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
90 |
- |
2024-03-31 |
2,503,336 |
$144,843,000 |
703,731 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
26 |
- |
2024-03-31 |
2,145,038 |
$124,112,000 |
163,017 |
|
MML INVESTORS SERVICES LLC |
24 |
- |
2023-12-31 |
2,219,551 |
$122,031,000 |
-7,788 |
|
HIGHTOWER ADVISORS, LLC |
117 |
- |
2023-12-31 |
2,109,629 |
$115,940,000 |
550,536 |
|
RAYMOND JAMES & ASSOCIATES |
226 |
- |
2024-03-31 |
1,982,483 |
$114,706,000 |
49,224 |
|
FINANCIAL NETWORK |
20 |
- |
2023-12-31 |
2,069,940 |
$113,805,000 |
96,447 |
|
Global Assets Advisory LLC |
2 |
- |
2024-03-31 |
6,165,296 |
$107,653,000 |
6,061,819 |
|
STIFEL FINANCIAL CORP |
176 |
- |
2023-12-31 |
1,885,626 |
$103,672,000 |
24,938 |
|
Requisite Capital Management LLC |
1 |
- |
2024-03-31 |
1,752,999 |
$101,429,000 |
-174,680 |
|
Enstar Group LTD |
1 |
- |
2023-12-31 |
1,743,376 |
$95,851,000 |
0 |
|
Cornerstone Advisory LLP |
1 |
- |
2023-12-31 |
1,616,557 |
$88,878,000 |
27,726 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
96 |
- |
2023-12-31 |
1,599,941 |
$87,965,000 |
-332,817 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
96 |
- |
2024-03-31 |
1,504,186 |
$87,032,000 |
82,660 |
|
FRANKLIN RESOURCES INC |
367 |
- |
2023-12-31 |
1,575,934 |
$86,645,000 |
20,076 |
|
Rockefeller Capital Management L.P. |
86 |
- |
2023-12-31 |
1,514,059 |
$83,243,000 |
248,155 |
|
PFS INVESTMENTS INC. |
12 |
- |
2023-06-30 |
1,452,338 |
$80,358,000 |
19,380 |
|
Financial Advisory Service Inc. |
1 |
- |
2024-03-31 |
1,308,082 |
$75,686,000 |
97,680 |
|
CWM LLC |
55 |
- |
2024-03-31 |
1,205,341 |
$69,741,000 |
638,478 |
|
Confluence Wealth Services Inc. |
4 |
- |
2024-03-31 |
1,171,146 |
$67,763,000 |
212,346 |
|
LPL FINANCIAL CORP |
413 |
- |
2023-12-31 |
1,194,889 |
$65,695,000 |
223,982 |
|
Hartland & Co. LLC |
3 |
- |
2023-12-31 |
1,149,642 |
$63,217,000 |
41,064 |
|
BANK OF NEW YORK MELLON CORP |
907 |
- |
2024-03-31 |
1,090,430 |
$63,092,000 |
-316,327 |
|
AE Wealth Management LLC |
62 |
- |
2023-12-31 |
1,090,282 |
$60,990,000 |
88,656 |
|
HANSON MCCLAIN, INC. |
28 |
- |
2024-03-31 |
1,038,059 |
$60,062,000 |
137,500 |
|
EXCHANGE TRADED CONCEPTS LLC |
6 |
*New |
2024-03-31 |
966,844 |
$55,942,000 |
966,844 |
|
BB&T CORP |
218 |
- |
2023-12-31 |
972,009 |
$53,441,000 |
-67,925 |
|
Moss Adams Wealth Advisors LLC |
4 |
- |
2023-12-31 |
950,282 |
$52,548,000 |
14,505 |
|
MULTIFINANCIAL SECURITIES CORP |
20 |
- |
2023-12-31 |
920,046 |
$50,584,000 |
-2,444 |
|
Lebenthal Global Advisors LLC |
1 |
- |
2023-12-31 |
916,395 |
$50,383,000 |
27,665 |
|
HUNTINGTON ASSET ADVISORS INC. |
9 |
- |
2024-03-31 |
823,543 |
$47,650,000 |
-157,017 |
|
Capital Investment Advisors LLC |
19 |
- |
2024-03-31 |
782,741 |
$45,289,000 |
39,689 |
|
Cetera Investment Advisers |
43 |
- |
2023-12-31 |
817,009 |
$44,919,000 |
191,660 |
|
CAMBRIDGE TRUST CO |
13 |
- |
2023-12-31 |
797,301 |
$43,836,000 |
12,660 |
|
CAPITAL ADVISORS INC/OK |
42 |
- |
2024-03-31 |
750,005 |
$43,395,000 |
29,750 |
|
NEW YORK LIFE INVESTMENT MANAGEMENT LLC |
35 |
- |
2023-12-31 |
787,214 |
$43,281,000 |
6,672 |
|
Americana Partners LLC |
|
- |
2023-12-31 |
741,063 |
$42,706,000 |
-21,394 |
|
Brookstone Capital Management |
26 |
- |
2024-03-31 |
725,254 |
$41,963,000 |
30,783 |
|
Marks Wealth LLC |
2 |
*New |
2024-03-31 |
724,421 |
$41,915,000 |
724,421 |
|
PNC FINANCIAL SERVICES GROUP INC |
280 |
- |
2023-12-31 |
756,007 |
$41,565,000 |
60,886 |
|
Union Bankshares Corp |
5 |
- |
2024-03-31 |
692,760 |
$40,083,000 |
-37,317 |
|
NOTTINGHAM ADVISORS INC |
5 |
- |
2023-12-31 |
817,807 |
$40,009,000 |
31,825 |
|
Atria Wealth Solutions Inc. |
30 |
- |
2023-12-31 |
696,430 |
$38,411,000 |
21,947 |
|
Baird Financial Group Inc. |
223 |
- |
2023-12-31 |
696,887 |
$38,315,000 |
48,006 |
|
H D Vest Advisory Services |
31 |
- |
2023-12-31 |
682,364 |
$37,516,000 |
119,300 |
|
Kestra Advisory Services LLC |
61 |
- |
2023-12-31 |
671,802 |
$36,936,000 |
170,951 |
|
Eaton Financial Holdings Company LLC |
1 |
- |
2024-03-31 |
636,829 |
$36,847,000 |
68,099 |
|
PINNACLE ASSOCIATES LTD |
40 |
- |
2024-03-31 |
621,973 |
$35,987,000 |
35,027 |
|
Hennion & Walsh Asset Management Inc. |
4 |
- |
2024-03-31 |
614,703 |
$35,567,000 |
353,294 |
|
Magnus Financial Group LLC |
4 |
- |
2024-03-31 |
596,324 |
$34,503,000 |
14,679 |
|
KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ |
11 |
- |
2023-12-31 |
627,027 |
$34,474,000 |
10,230 |
|
Pacific Center for Financial Services |
3 |
- |
2023-12-31 |
622,149 |
$34,206,000 |
-1,857 |
|
Oakworth Capital Inc. |
11 |
- |
2024-03-31 |
587,379 |
$33,986,000 |
-37,640 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
9 |
- |
2024-03-31 |
544,749 |
$31,519,000 |
56,944 |
|
Kathmere Capital Management LLC |
6 |
- |
2024-03-31 |
542,463 |
$31,387,000 |
20,605 |
|
Melia Wealth LLC |
1 |
- |
2024-03-31 |
525,330 |
$30,396,000 |
21,347 |
|
Financial Partners Group Inc |
3 |
- |
2023-12-31 |
546,723 |
$30,059,000 |
6,455 |
|
Steward Partners Investment Advisory LLC |
52 |
- |
2023-12-31 |
534,084 |
$29,364,000 |
65,706 |
|
CFO4Life Group LLC |
|
- |
2023-12-31 |
532,834 |
$29,295,000 |
9,859 |
|
COMERICA BANK |
138 |
- |
2023-12-31 |
531,748 |
$29,235,000 |
-60,958 |
|
Bricktown Capital LLC |
6 |
- |
2024-03-31 |
479,655 |
$27,753,000 |
121,655 |
|
Apollon Wealth Management LLC |
20 |
- |
2024-03-31 |
475,494 |
$27,512,000 |
320,785 |
|
Leverty Financial Group LLC |
3 |
- |
2024-03-31 |
474,801 |
$27,471,000 |
-36,262 |
|
Horizon Advisory Services Inc. |
2 |
- |
2024-03-31 |
470,071 |
$27,198,000 |
0 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
493,225 |
$27,117,000 |
-99,417 |
|
49 WEALTH MANAGEMENT LLC |
4 |
- |
2024-03-31 |
471,577 |
$27,007,000 |
-3,156 |
|
LLBH Private Wealth Management LLC |
3 |
- |
2023-12-31 |
473,773 |
$26,048,000 |
39,825 |
|
Corrigan Financial Inc. |
5 |
- |
2024-03-31 |
446,508 |
$25,835,000 |
6,590 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
375 |
- |
2023-12-31 |
459,262 |
$25,250,000 |
-10,839 |
|
Ten Capital Wealth Advisors LLC |
4 |
- |
2023-06-30 |
449,845 |
$24,889,000 |
-13,104 |
|
Prosperity Consulting Group LLC |
3 |
- |
2024-03-31 |
428,819 |
$24,811,000 |
153,181 |
|
Ergawealth Advisors Inc. |
1 |
- |
2024-03-31 |
428,207 |
$24,776,000 |
-63,564 |
|
Integrated Wealth Concepts LLC |
47 |
- |
2023-12-31 |
442,648 |
$24,337,000 |
-8,594 |
|
HBW Advisory Services LLC |
3 |
- |
2024-03-31 |
436,522 |
$24,000,000 |
0 |
|
STEPHENS INC /AR/ |
58 |
- |
2023-12-31 |
435,721 |
$23,956,000 |
75,521 |
|
Aptus Capital Advisors LLC |
28 |
- |
2023-12-31 |
429,638 |
$23,621,000 |
-210,521 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
422,357 |
$23,221,000 |
99,695 |
|
Tradition Wealth Management LLC |
9 |
- |
2023-12-31 |
419,642 |
$23,072,000 |
32,956 |
|
J.W. COLE ADVISORS INC. |
11 |
- |
2024-03-31 |
396,974 |
$22,969,000 |
26,234 |
|
Bouchey Financial Group Ltd |
13 |
- |
2024-03-31 |
395,086 |
$22,860,000 |
16,676 |
|
NATIONAL ASSET MANAGEMENT, INC. |
24 |
- |
2023-12-31 |
407,515 |
$22,580,000 |
-47,114 |
|
Financial Services Advisory Inc |
4 |
- |
2023-12-31 |
404,333 |
$22,230,000 |
-4,470 |
|
SYNOVUS FINANCIAL CORP |
42 |
- |
2023-12-31 |
403,209 |
$22,171,000 |
58,947 |
|
CAPTRUST FINANCIAL ADVISORS |
223 |
- |
2023-12-31 |
398,870 |
$21,930,000 |
45,998 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
5 |
- |
2023-12-31 |
393,786 |
$21,651,000 |
9,480 |
|
JNB Advisors LLC |
14 |
- |
2024-03-31 |
373,170 |
$21,592,000 |
-64,789 |
|
PROSPERA FINANCIAL SERVICES |
23 |
- |
2023-12-31 |
382,033 |
$21,004,000 |
-77,345 |
|
Fragasso Group Inc. |
11 |
- |
2024-03-31 |
358,415 |
$20,738,000 |
8,803 |
|
Wright Fund Managment LLC |
25 |
- |
2024-03-31 |
356,519 |
$20,628,000 |
0 |
|
|
100 Records found
|
1
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