|
Institutional
Holders
Total
Institutions:
|
90 2 |
|
Total
shares held :
|
9,618,184 |
|
% of shares
held :
|
44.06% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-5 |
|
Amount
of shares held :
|
-25,337 |
|
% of shares
held change :
|
-0.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$52.72 |
|
Last
Quarter's Ending
Price :
|
$58.81 |
|
Last
Quarter's Average
Price :
|
$54.96 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.11 (16.58%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
452 |
- |
2024-03-31 |
1,015,524 |
$65,765,000 |
-27,901 |
|
WELLS FARGO & CO/MN |
686 |
- |
2024-03-31 |
821,806 |
$53,220,000 |
-21,429 |
|
MORGAN STANLEY |
2087 |
- |
2023-12-31 |
594,686 |
$34,974,000 |
-7,190 |
|
BANK OF AMERICA CORP /DE/ |
1638 |
- |
2023-12-31 |
420,189 |
$24,711,000 |
-9,227 |
|
HILL ISLAND FINANCIAL LLC |
6 |
- |
2024-03-31 |
355,339 |
$23,012,000 |
-14,030 |
|
IAM Advisory LLC |
4 |
- |
2024-03-31 |
339,581 |
$21,991,000 |
-6,219 |
|
UBS Group AG |
1110 |
- |
2023-12-31 |
325,958 |
$19,170,000 |
-2,154 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
531 |
- |
2024-03-31 |
124,092 |
$8,036,000 |
-3,199 |
|
Goodman Advisory Group LLC |
14 |
- |
2023-12-31 |
100,354 |
$5,902,000 |
-36,464 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
518 |
- |
2023-12-31 |
91,816 |
$5,400,000 |
-6,263 |
|
MERCER GLOBAL ADVISORS INC /ADV |
517 |
- |
2023-12-31 |
71,695 |
$4,216,000 |
-1,877 |
|
Private Advisor Group LLC |
533 |
- |
2024-03-31 |
62,419 |
$4,042,000 |
-4,127 |
|
Advisor Group Holdings Inc. |
1428 |
- |
2024-03-31 |
44,423 |
$2,877,000 |
-86,151 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1460 |
- |
2024-03-31 |
42,812 |
$2,773,000 |
-5,762 |
|
ERn Financial LLC |
52 |
- |
2024-03-31 |
39,567 |
$2,562,000 |
-1,406 |
|
Rockefeller Capital Management L.P. |
845 |
- |
2023-12-31 |
41,330 |
$2,431,000 |
-743 |
|
COLUMBIA ADVISORY PARTNERS LLC |
11 |
- |
2024-03-31 |
26,099 |
$1,690,000 |
-1,131 |
|
Moloney Securities Asset Management LLC |
107 |
- |
2024-03-31 |
23,961 |
$1,552,000 |
-239 |
|
Amplius Wealth Advisors LLC |
59 |
- |
2024-03-31 |
22,744 |
$1,473,000 |
-364 |
|
Orion Portfolio Solutions LLC |
888 |
- |
2024-03-31 |
18,982 |
$1,229,000 |
-11,336 |
|
Arkadios Wealth Advisors |
206 |
- |
2024-03-31 |
18,578 |
$1,203,000 |
-573 |
|
Venture Visionary Partners LLC |
228 |
- |
2023-12-31 |
20,034 |
$1,178,000 |
-250 |
|
CHILTON CAPITAL MANAGEMENT LLC |
117 |
- |
2024-03-31 |
18,122 |
$1,174,000 |
-821 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
168 |
- |
2024-03-31 |
15,575 |
$1,009,000 |
-192 |
|
CLS INVESTMENT FIRM LLC |
764 |
- |
2022-12-31 |
18,513 |
$912,000 |
-1,028 |
|
RAYMOND JAMES & ASSOCIATES |
2793 |
- |
2024-03-31 |
11,085 |
$718,000 |
-205 |
|
Beirne Wealth Consulting Services LLC |
75 |
- |
2023-12-31 |
8,016 |
$471,000 |
-919 |
|
Aspire Wealth Management Corp |
59 |
- |
2024-03-31 |
7,114 |
$461,000 |
-204 |
|
IHT Wealth Management LLC |
642 |
- |
2023-12-31 |
7,431 |
$437,000 |
-50 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
2171 |
- |
2023-12-31 |
7,380 |
$434,000 |
-123 |
|
Cetera Investment Advisers |
1579 |
- |
2023-12-31 |
7,131 |
$419,000 |
-22,523 |
|
OneAscent Wealth Management LLC |
92 |
- |
2024-03-31 |
6,271 |
$406,000 |
-278 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3709 |
- |
2024-03-31 |
6,146 |
$398,000 |
-9,154 |
|
Streettalk Advisors LLC |
300 |
- |
2024-03-31 |
6,132 |
$397,000 |
-329 |
|
Avant Capital LLC |
41 |
- |
2023-09-30 |
6,866 |
$364,000 |
-25 |
|
Dynamic Advisors Solutions LLC |
696 |
- |
2024-03-31 |
5,561 |
$360,000 |
-345 |
|
J P MORGAN CHASE & CO |
3938 |
- |
2024-03-31 |
5,304 |
$343,000 |
-53 |
|
ROYAL BANK OF CANADA |
4143 |
- |
2023-12-31 |
4,848 |
$285,000 |
-7,425 |
|
FMR LLC |
3018 |
- |
2023-12-31 |
1,909 |
$112,000 |
-22 |
|
CWM LLC |
2652 |
- |
2024-03-31 |
426 |
$28,000 |
-724 |
|
COMERICA BANK |
3057 |
- |
2023-12-31 |
214 |
$13,000 |
-8 |
|
Smartleaf Asset Management LLC |
1689 |
- |
2024-03-31 |
0 |
$0 |
-155 |
|
|
42 Records found
|
1
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