|
Institutional
Holders
Total
Institutions:
|
207 4 |
|
Total
shares held :
|
51,177,452 |
|
% of shares
held :
|
56.86% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
2,860,062 |
|
% of shares
held change :
|
3.18% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.73 |
|
Last
Quarter's Ending
Price :
|
$52.66 |
|
Last
Quarter's Average
Price :
|
$48.25 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
6.45 (13.37%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
AMERIPRISE FINANCIAL INC |
282 |
- |
2023-12-31 |
4,527,467 |
$238,463,000 |
482,213 |
|
MANUFACTURERES LIFE INSURANCE CO |
120 |
- |
2023-12-31 |
4,047,767 |
$213,155,000 |
-209,785 |
|
LPL FINANCIAL CORP |
149 |
- |
2023-12-31 |
4,000,401 |
$210,661,000 |
185,130 |
|
WELLS FARGO & CO/MN |
283 |
- |
2023-12-31 |
3,765,368 |
$198,284,000 |
69,295 |
|
Granite Bay Wealth Management LLC |
19 |
- |
2023-12-31 |
3,530,954 |
$170,787,000 |
444,454 |
|
MORGAN STANLEY |
932 |
- |
2023-12-31 |
2,753,143 |
$144,981,000 |
31,593 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
75 |
- |
2023-12-31 |
2,310,787 |
$121,686,000 |
-165,671 |
|
UBS Group AG |
364 |
- |
2023-12-31 |
2,290,563 |
$120,621,000 |
86,854 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
134 |
- |
2024-03-31 |
1,882,064 |
$107,993,000 |
-727,166 |
|
ROYAL BANK OF CANADA |
528 |
- |
2023-12-31 |
1,591,971 |
$83,833,000 |
-54,572 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
138 |
- |
2023-12-31 |
1,528,971 |
$80,516,000 |
59,244 |
|
Private Advisor Group LLC |
29 |
- |
2023-12-31 |
1,405,860 |
$74,033,000 |
-22,007 |
|
Smith Anglin Financial LLC |
3 |
- |
2024-03-31 |
1,228,113 |
$70,469,000 |
38,427 |
|
HILL ISLAND FINANCIAL LLC |
1 |
- |
2023-12-31 |
1,118,479 |
$58,899,000 |
40,710 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
238 |
- |
2023-12-31 |
1,046,989 |
$55,135,000 |
307,263 |
|
BANK OF AMERICA CORP /DE/ |
1171 |
- |
2023-12-31 |
917,854 |
$48,334,000 |
60,645 |
|
FINANCIAL MANAGEMENT PROFESSIONALS, INC. |
3 |
- |
2024-03-31 |
739,834 |
$42,452,000 |
25,564 |
|
Amplius Wealth Advisors LLC |
6 |
- |
2024-03-31 |
645,803 |
$37,056,000 |
9 |
|
ENZI WEALTH |
1 |
- |
2024-03-31 |
661,224 |
$35,812,000 |
-15,521 |
|
Dynamic Advisors Solutions LLC |
10 |
- |
2024-03-31 |
553,502 |
$31,760,000 |
18,798 |
|
CAPTRUST FINANCIAL ADVISORS |
168 |
*New |
2023-12-31 |
580,824 |
$30,586,000 |
580,824 |
|
H D Vest Advisory Services |
42 |
- |
2023-12-31 |
560,469 |
$29,514,000 |
23,356 |
|
FINANCIAL NETWORK |
128 |
- |
2023-12-31 |
547,525 |
$28,833,000 |
118 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
174 |
- |
2024-03-31 |
491,500 |
$28,202,000 |
89 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
46 |
- |
2023-12-31 |
469,816 |
$24,741,000 |
-2,355 |
|
COLONY GROUP, LLC |
83 |
*New |
2023-12-31 |
464,009 |
$24,435,000 |
464,009 |
|
COLONY GROUP LLC |
76 |
- |
2023-09-30 |
473,346 |
$22,399,000 |
8,255 |
|
Advisor Group Holdings Inc. |
504 |
- |
2023-12-31 |
358,186 |
$18,862,000 |
-136,473 |
|
RAYMOND JAMES & ASSOCIATES |
984 |
- |
2024-03-31 |
239,424 |
$13,738,000 |
-3,010 |
|
ERn Financial LLC |
12 |
- |
2024-03-31 |
221,010 |
$12,682,000 |
807 |
|
SYNOVUS FINANCIAL CORP |
85 |
- |
2023-12-31 |
239,932 |
$12,639,000 |
172,504 |
|
BAKER ELLIS ASSET MANAGEMENT LLC |
9 |
- |
2024-03-31 |
219,918 |
$12,619,000 |
1,780 |
|
Bulltick Wealth Management LLC |
9 |
- |
2023-12-31 |
221,730 |
$11,676,000 |
-8,425 |
|
Executive Wealth Management LLC |
|
- |
2023-12-31 |
217,745 |
$11,466,000 |
2,909 |
|
Choice Wealth Advisors LLC |
5 |
- |
2024-03-31 |
195,435 |
$11,214,000 |
-2,511 |
|
Stratos Wealth Partners LTD. |
118 |
- |
2024-03-31 |
189,037 |
$10,847,000 |
-16,796 |
|
Onyx Bridge Wealth Group LLC |
14 |
- |
2023-12-31 |
186,518 |
$9,822,000 |
-188,953 |
|
Sanchez Wealth Management Group |
15 |
- |
2023-12-31 |
170,694 |
$8,989,000 |
18,356 |
|
ENVESTNET ASSET MANAGEMENT INC |
1532 |
- |
2023-12-31 |
164,585 |
$8,667,000 |
-4,155 |
|
Global Retirement Partners LLC |
72 |
- |
2024-03-31 |
138,768 |
$7,963,000 |
-28,361 |
|
Garrett Wealth Advisory Group LLC |
11 |
- |
2023-12-31 |
148,116 |
$7,800,000 |
-167,565 |
|
Integrated Wealth Concepts LLC |
176 |
- |
2023-12-31 |
147,746 |
$7,780,000 |
-31,185 |
|
Fragasso Group Inc. |
24 |
- |
2024-03-31 |
134,095 |
$7,694,000 |
-9,918 |
|
Patriot Financial Group Insurance Agency LLC |
9 |
- |
2023-12-31 |
140,994 |
$7,425,000 |
3,638 |
|
FLYNN ZITO CAPITAL MANAGEMENT LLC |
8 |
- |
2023-12-31 |
137,463 |
$7,239,000 |
-74,737 |
|
PALO ALTO WEALTH ADVISORS LLC |
7 |
- |
2023-12-31 |
136,043 |
$7,164,000 |
-9,781 |
|
CHILTON CAPITAL MANAGEMENT LLC |
77 |
- |
2023-12-31 |
121,973 |
$6,423,000 |
-974 |
|
Cetera Investment Advisers |
365 |
- |
2023-12-31 |
120,796 |
$6,361,000 |
-93,049 |
|
D.B. Root & Company LLC |
8 |
- |
2024-03-31 |
102,478 |
$5,880,000 |
6,408 |
|
Kestra Advisory Services LLC |
413 |
- |
2023-12-31 |
106,971 |
$5,633,000 |
8,416 |
|
IAG Wealth Partners LLC |
21 |
- |
2024-03-31 |
97,928 |
$5,619,000 |
815 |
|
DAVIDSON D A & CO |
297 |
- |
2023-12-31 |
91,829 |
$4,836,000 |
1,344 |
|
Atria Wealth Solutions Inc. |
322 |
- |
2023-12-31 |
90,717 |
$4,777,000 |
14,469 |
|
Foundry Financial Group Inc. |
|
- |
2023-12-31 |
88,314 |
$4,651,000 |
0 |
|
GRIMES & COMPANY INC |
103 |
- |
2024-03-31 |
78,242 |
$4,490,000 |
-1,065 |
|
STIFEL FINANCIAL CORP |
1163 |
- |
2023-12-31 |
85,118 |
$4,482,000 |
-3,441 |
|
AlphaCore Capital LLC |
30 |
- |
2023-12-31 |
83,380 |
$4,391,000 |
-1,000 |
|
MARINER WEALTH ADVISORS, LLC |
730 |
- |
2023-12-31 |
82,925 |
$4,367,000 |
53,391 |
|
NBC SECURITIES INC. |
50 |
- |
2024-03-31 |
65,789 |
$3,774,000 |
46,922 |
|
EQIS CAPITAL MANAGEMENT, INC. |
61 |
*New |
2023-12-31 |
71,328 |
$3,756,000 |
71,328 |
|
PARSONS CAPITAL MANAGEMENT INC/RI |
93 |
- |
2024-03-31 |
60,782 |
$3,488,000 |
-995 |
|
BB&T CORP |
1001 |
- |
2023-12-31 |
64,604 |
$3,402,000 |
-10,534 |
|
Capital Advisors Ltd. LLC |
40 |
- |
2024-03-31 |
58,823 |
$3,375,000 |
-809 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
30 |
- |
2024-03-31 |
51,847 |
$2,975,000 |
-2,744 |
|
PFG Advisors |
116 |
- |
2023-12-31 |
52,179 |
$2,748,000 |
1,209 |
|
WILEY BROS.-AINTREE CAPITAL LLC |
54 |
*New |
2024-03-31 |
46,115 |
$2,635,000 |
46,115 |
|
LINSCOMB & WILLIAMS INC |
120 |
- |
2023-12-31 |
46,304 |
$2,438,000 |
-4,851 |
|
Resources Investment Advisors Inc. |
279 |
- |
2023-12-31 |
46,291 |
$2,438,000 |
-454 |
|
DORVAL Corp |
18 |
- |
2024-03-31 |
41,598 |
$2,275,000 |
704 |
|
FMA Wealth Management LLC |
16 |
- |
2023-12-31 |
40,816 |
$2,149,000 |
0 |
|
JNBA FINANCIAL ADVISORS |
61 |
- |
2024-03-31 |
37,415 |
$2,147,000 |
-3,675 |
|
MERCER GLOBAL ADVISORS INC /ADV |
724 |
- |
2023-12-31 |
40,130 |
$2,113,000 |
-14,926 |
|
Cooper Financial Group |
55 |
- |
2024-03-31 |
36,230 |
$2,079,000 |
20,195 |
|
VALMARK ADVISERS INC |
158 |
- |
2023-12-31 |
39,458 |
$2,078,000 |
919 |
|
Good Life Advisors LLC |
97 |
- |
2023-12-31 |
39,276 |
$2,068,000 |
9,701 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
98 |
- |
2023-12-31 |
39,087 |
$2,058,000 |
1,865 |
|
Equitable Holdings Inc. |
424 |
- |
2023-12-31 |
36,014 |
$1,896,000 |
773 |
|
GREAT VALLEY ADVISOR GROUP INC. |
247 |
- |
2023-12-31 |
35,977 |
$1,894,000 |
-71,327 |
|
Atlas Wealth LLC |
19 |
- |
2023-12-31 |
39,947 |
$1,890,000 |
0 |
|
Andesa Financial Management Inc. |
35 |
- |
2022-12-31 |
40,584 |
$1,889,000 |
-36,228 |
|
Waterloo Capital L.P. |
85 |
*New |
2023-12-31 |
35,143 |
$1,851,000 |
35,143 |
|
Steward Partners Investment Advisory LLC |
528 |
- |
2023-12-31 |
34,119 |
$1,797,000 |
-506 |
|
Arkadios Wealth Advisors |
|
- |
2023-12-31 |
33,934 |
$1,787,000 |
-5,057 |
|
BANK OF NOVA SCOTIA / |
668 |
- |
2023-12-31 |
31,825 |
$1,674,000 |
-515 |
|
Chicago Partners Investment Group LLC |
231 |
- |
2024-03-31 |
29,890 |
$1,634,000 |
11,024 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
30,813 |
$1,623,000 |
1,604 |
|
Eldridge Investment Advisors Inc. |
53 |
- |
2023-12-31 |
30,057 |
$1,583,000 |
55 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
425 |
- |
2023-12-31 |
28,209 |
$1,485,000 |
627 |
|
Rockefeller Capital Management L.P. |
1013 |
- |
2023-12-31 |
28,101 |
$1,480,000 |
449 |
|
IFP Advisors Inc |
301 |
- |
2023-12-31 |
28,006 |
$1,475,000 |
5,350 |
|
Moloney Securities Asset Management LLC |
108 |
- |
2023-12-31 |
27,151 |
$1,430,000 |
1,650 |
|
Paragon Private Wealth Management LLC |
35 |
- |
2023-12-31 |
25,536 |
$1,345,000 |
3,931 |
|
J P MORGAN CHASE & CO |
3178 |
- |
2023-12-31 |
25,131 |
$1,323,000 |
18,345 |
|
Magnus Financial Group LLC |
102 |
- |
2023-12-31 |
24,053 |
$1,267,000 |
580 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
173 |
*New |
2024-03-31 |
21,488 |
$1,226,000 |
21,488 |
|
MULTIFINANCIAL SECURITIES CORP |
691 |
- |
2023-12-31 |
23,202 |
$1,222,000 |
1,619 |
|
ZRC WEALTH MANAGEMENT LLC |
34 |
- |
2024-03-31 |
21,290 |
$1,222,000 |
-21 |
|
Interchange Capital Partners LLC |
26 |
- |
2023-12-31 |
22,951 |
$1,209,000 |
-113 |
|
Mutual Advisors LLC |
399 |
- |
2023-12-31 |
22,593 |
$1,190,000 |
-6,154 |
|
AVAII WEALTH MANAGEMENT LLC |
24 |
- |
2023-12-31 |
21,129 |
$1,113,000 |
2,458 |
|
|
100 Records found
|
1
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