|
Institutional
Holders
Total
Institutions:
|
393 68 |
|
Total
shares held :
|
64,637,813 |
|
% of shares
held :
|
71.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
248 |
|
Amount
of shares held :
|
22,016,627 |
|
% of shares
held change :
|
24.46% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
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 |
339 |
- |
2024-03-31 |
10,013,034 |
$543,107,000 |
1,571,378 |
|
LPL FINANCIAL CORP |
112 |
- |
2024-03-31 |
6,199,663 |
$336,270,000 |
1,138,413 |
|
MORGAN STANLEY |
570 |
- |
2023-12-31 |
6,557,553 |
$327,419,000 |
4,503,705 |
|
WELLS FARGO & CO/MN |
274 |
- |
2024-03-31 |
4,103,189 |
$222,557,000 |
1,333,023 |
|
Advisor Group Holdings Inc. |
60 |
- |
2024-03-31 |
2,389,490 |
$129,587,000 |
493,420 |
|
UBS Group AG |
366 |
- |
2023-12-31 |
2,399,478 |
$119,806,000 |
378,697 |
|
BANK OF AMERICA CORP /DE/ |
780 |
- |
2023-12-31 |
2,337,410 |
$116,707,000 |
2,277,380 |
|
RIVERFRONT INVESTMENT GROUP, LLC |
10 |
- |
2024-03-31 |
2,137,181 |
$115,920,000 |
161,132 |
|
ROYAL BANK OF CANADA |
524 |
- |
2023-12-31 |
1,695,456 |
$84,655,000 |
417,607 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
144 |
- |
2024-03-31 |
1,502,448 |
$81,493,000 |
64,975 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
215 |
- |
2024-03-31 |
1,115,431 |
$60,501,000 |
338,749 |
|
HILTON CAPITAL MANAGEMENT, LLC |
3 |
- |
2024-03-31 |
888,470 |
$48,191,000 |
6,420 |
|
RAYMOND JAMES & ASSOCIATES |
432 |
- |
2024-03-31 |
858,421 |
$46,561,000 |
89,981 |
|
JANNEY MONTGOMERY SCOTT LLC |
152 |
- |
2024-03-31 |
849,760 |
$46,091,000 |
81,192 |
|
Private Advisor Group LLC |
81 |
- |
2024-03-31 |
722,067 |
$39,165,000 |
147,469 |
|
Requisite Capital Management LLC |
4 |
- |
2024-03-31 |
655,953 |
$35,579,000 |
83,785 |
|
MML INVESTORS SERVICES LLC |
166 |
- |
2023-12-31 |
619,547 |
$30,934,000 |
165,621 |
|
HIGHTOWER ADVISORS, LLC |
378 |
- |
2024-03-31 |
535,738 |
$29,054,000 |
45,199 |
|
BB&T CORP |
338 |
- |
2023-12-31 |
531,249 |
$26,525,000 |
66,016 |
|
Kestra Advisory Services LLC |
101 |
- |
2023-12-31 |
491,284 |
$24,530,000 |
127,118 |
|
Delta Investment Management LLC |
3 |
- |
2024-03-31 |
396,219 |
$21,491,000 |
8,914 |
|
Socha Financial Group LLC |
4 |
- |
2024-03-31 |
392,309 |
$21,279,000 |
5,829 |
|
Eldridge Investment Advisors Inc. |
4 |
- |
2024-03-31 |
330,675 |
$17,936,000 |
29,475 |
|
Baird Financial Group Inc. |
334 |
- |
2023-12-31 |
358,547 |
$17,902,000 |
293,167 |
|
STIFEL FINANCIAL CORP |
563 |
- |
2023-12-31 |
352,976 |
$17,624,000 |
111,585 |
|
WESTWOOD HOLDINGS GROUP INC |
165 |
- |
2023-12-31 |
341,966 |
$17,074,000 |
40,579 |
|
CWM LLC |
225 |
- |
2024-03-31 |
290,718 |
$15,769,000 |
75,957 |
|
MADDEN SECURITIES Corp |
2 |
- |
2024-03-31 |
278,895 |
$15,127,000 |
8,742 |
|
Apollon Wealth Management LLC |
42 |
- |
2024-03-31 |
277,190 |
$15,035,000 |
201,286 |
|
JNB Advisors LLC |
21 |
- |
2024-03-31 |
272,395 |
$14,775,000 |
64,667 |
|
CITIGROUP INC |
738 |
- |
2024-03-31 |
270,510 |
$14,672,000 |
270,510 |
|
Teamwork Financial Advisors LLC |
10 |
- |
2024-03-31 |
265,877 |
$14,421,000 |
53,968 |
|
Equitable Holdings Inc. |
105 |
- |
2023-12-31 |
284,761 |
$14,218,000 |
147,664 |
|
Marshall Financial Group LLC |
3 |
- |
2024-03-31 |
259,735 |
$14,088,000 |
141,638 |
|
Steward Partners Investment Advisory LLC |
116 |
- |
2023-12-31 |
281,163 |
$14,038,000 |
67,322 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
349 |
- |
2024-03-31 |
250,400 |
$13,582,000 |
53,419 |
|
FINANCIAL NETWORK |
281 |
- |
2023-12-31 |
264,533 |
$13,208,000 |
259,538 |
|
Atria Wealth Solutions Inc. |
136 |
- |
2023-12-31 |
258,342 |
$12,919,000 |
49,021 |
|
Bernardo Wealth Planning LLC |
10 |
- |
2024-03-31 |
228,451 |
$12,391,000 |
4,786 |
|
Orion Portfolio Solutions LLC |
154 |
- |
2024-03-31 |
223,884 |
$12,143,000 |
8,106 |
|
Rockefeller Capital Management L.P. |
404 |
- |
2023-12-31 |
242,666 |
$12,116,000 |
17,608 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
48 |
- |
2024-03-31 |
216,870 |
$11,763,000 |
37,851 |
|
Ellis Investment Partners LLC |
9 |
- |
2024-03-31 |
206,575 |
$11,205,000 |
32,464 |
|
Evergreen Wealth Solutions LLC |
2 |
- |
2023-12-31 |
223,253 |
$11,147,000 |
12,751 |
|
Derbend Asset Management |
4 |
- |
2024-03-31 |
198,430 |
$10,763,000 |
15,582 |
|
Capital Analysts Inc. |
35 |
- |
2023-12-31 |
210,206 |
$10,495,000 |
2,974 |
|
PSI Advisors LLC |
5 |
- |
2024-03-31 |
175,888 |
$9,540,000 |
70,975 |
|
Howard Capital Management Inc. |
9 |
- |
2024-03-31 |
173,300 |
$9,400,000 |
53,307 |
|
RENAISSANCE TECHNOLOGIES LLC |
991 |
- |
2023-12-31 |
184,300 |
$9,202,000 |
184,300 |
|
CARY STREET PARTNERS ASSET MANAGEMENT LLC |
15 |
- |
2024-03-31 |
163,287 |
$8,857,000 |
5,981 |
|
We Are One Seven LLC |
40 |
- |
2023-12-31 |
166,980 |
$8,337,000 |
23,820 |
|
Beta Wealth Group Inc. |
6 |
- |
2023-12-31 |
163,100 |
$8,144,000 |
62,267 |
|
Cetera Investment Advisers |
280 |
- |
2023-12-31 |
161,676 |
$8,073,000 |
154,245 |
|
MULTIFINANCIAL SECURITIES CORP |
181 |
- |
2023-12-31 |
161,121 |
$8,045,000 |
155,093 |
|
FINANCIAL ARCHITECTS INC |
19 |
- |
2023-06-30 |
159,819 |
$7,730,000 |
93,682 |
|
Argent Trust Co |
67 |
- |
2024-03-31 |
141,732 |
$7,688,000 |
28,010 |
|
WEST MICHIGAN ADVISORS LLC |
4 |
- |
2023-12-31 |
153,068 |
$7,643,000 |
1,697 |
|
Cambridge Advisors Inc. |
11 |
- |
2024-03-31 |
139,255 |
$7,553,000 |
16,899 |
|
CHILDRESS CAPITAL ADVISORS LLC |
10 |
- |
2024-03-31 |
137,884 |
$7,479,000 |
14,796 |
|
CIC Wealth LLC |
9 |
- |
2024-03-31 |
136,879 |
$7,424,000 |
9,967 |
|
Fortress Wealth Group LLC |
6 |
- |
2023-12-31 |
146,976 |
$7,334,000 |
138,186 |
|
PROSPERA FINANCIAL SERVICES |
94 |
- |
2023-12-31 |
144,751 |
$7,227,000 |
45,730 |
|
Beacon Financial Advisory LLC |
2 |
- |
2024-03-31 |
126,523 |
$6,863,000 |
40,522 |
|
Wick Capital Partners LLC |
7 |
- |
2023-12-31 |
130,421 |
$6,512,000 |
45,912 |
|
U.S. Capital Wealth Advisors LLC |
97 |
- |
2024-03-31 |
117,353 |
$6,365,000 |
62,125 |
|
New England Private Wealth Advisors LLC |
27 |
- |
2024-03-31 |
112,390 |
$6,071,000 |
2,208 |
|
MBL Wealth LLC |
32 |
- |
2024-03-31 |
111,575 |
$6,052,000 |
22,359 |
|
Financial Partners Group Inc |
30 |
- |
2024-03-31 |
105,142 |
$5,703,000 |
59,786 |
|
Goss Wealth Management LLC |
321 |
- |
2023-12-31 |
110,399 |
$5,594,000 |
33,898 |
|
Eagle Bluffs Wealth Management LLC |
7 |
- |
2024-03-31 |
99,858 |
$5,416,000 |
5,934 |
|
STEPHENS INC /AR/ |
226 |
- |
2023-12-31 |
105,882 |
$5,287,000 |
33,510 |
|
Total Clarity Wealth Management Inc. |
8 |
- |
2024-03-31 |
94,166 |
$5,108,000 |
19,069 |
|
TCG Advisory Services LLC |
97 |
- |
2024-03-31 |
92,648 |
$5,025,000 |
5,366 |
|
NewEdge Wealth LLC |
165 |
- |
2024-03-31 |
94,882 |
$4,924,000 |
75,722 |
|
H D Vest Advisory Services |
311 |
- |
2024-03-31 |
88,842 |
$4,819,000 |
75,794 |
|
MARINER WEALTH ADVISORS, LLC |
698 |
- |
2023-12-31 |
94,794 |
$4,733,000 |
46,710 |
|
Principle Wealth Partners LLC |
71 |
- |
2024-03-31 |
86,269 |
$4,679,000 |
4,044 |
|
Householder Group Estate & Retirement Specialist L |
14 |
- |
2024-03-31 |
84,715 |
$4,595,000 |
35,168 |
|
Mach-1 Financial Group Inc. |
10 |
- |
2024-03-31 |
84,164 |
$4,565,000 |
4,753 |
|
High Net Worth Advisory Group LLC |
17 |
- |
2024-03-31 |
83,535 |
$4,531,000 |
19,655 |
|
Cobblestone Asset Management LLC |
12 |
- |
2024-03-31 |
79,921 |
$4,335,000 |
2,596 |
|
Eaton Financial Holdings Company LLC |
11 |
- |
2024-03-31 |
79,510 |
$4,313,000 |
1,544 |
|
Ignite Planners LLC |
17 |
- |
2024-03-31 |
78,708 |
$4,245,000 |
4,073 |
|
Sandbox Financial Partners LLC |
15 |
- |
2024-03-31 |
75,986 |
$4,121,000 |
43,494 |
|
Hennion & Walsh Asset Management Inc. |
108 |
- |
2024-03-31 |
75,684 |
$4,105,000 |
5,866 |
|
Wealthfront Advisers LLC |
319 |
- |
2024-03-31 |
74,142 |
$4,021,000 |
32,893 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
728 |
- |
2024-03-31 |
71,650 |
$3,886,000 |
27,547 |
|
FAGAN ASSOCIATES INC. |
44 |
- |
2024-03-31 |
69,176 |
$3,752,000 |
13,615 |
|
LAKE STREET FINANCIAL LLC |
50 |
- |
2024-03-31 |
68,265 |
$3,703,000 |
19,226 |
|
Patriot Financial Group Insurance Agency LLC |
31 |
- |
2024-03-31 |
67,989 |
$3,688,000 |
24,780 |
|
Blue Investment Partners LLC |
14 |
- |
2023-12-31 |
73,448 |
$3,667,000 |
8,930 |
|
NATIONAL ASSET MANAGEMENT, INC. |
220 |
- |
2023-12-31 |
72,704 |
$3,630,000 |
65,340 |
|
Kingsview Wealth Management LLC |
209 |
- |
2024-03-31 |
66,798 |
$3,623,000 |
15,177 |
|
Consilium Wealth Advisory LLC |
16 |
- |
2024-03-31 |
66,738 |
$3,620,000 |
3,893 |
|
Integrated Wealth Concepts LLC |
317 |
- |
2023-12-31 |
67,612 |
$3,376,000 |
35,549 |
|
Mountain Capital Investment Advisors Inc |
10 |
- |
2024-03-31 |
62,065 |
$3,338,000 |
47,020 |
|
Prosperity Financial Group Inc. |
11 |
- |
2023-12-31 |
66,818 |
$3,336,000 |
4,013 |
|
DAVENPORT & CO LLC |
356 |
- |
2024-03-31 |
59,632 |
$3,234,000 |
7,654 |
|
Stratos Wealth Partners LTD. |
323 |
- |
2024-03-31 |
58,289 |
$3,162,000 |
14,469 |
|
Envestnet Portfolio Solutions Inc. |
523 |
- |
2024-03-31 |
55,205 |
$2,994,000 |
12,815 |
|
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100 Records found
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1
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