|
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 :
|
|
|
7.81 (16.19%) |
|
|
|
|
|
|
|
|
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 |
|
MORGAN STANLEY |
932 |
- |
2023-12-31 |
2,753,143 |
$144,981,000 |
31,593 |
|
UBS Group AG |
364 |
- |
2023-12-31 |
2,290,563 |
$120,621,000 |
86,854 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
123 |
- |
2024-03-31 |
1,666,029 |
$95,597,000 |
137,058 |
|
Smith Anglin Financial LLC |
3 |
- |
2024-03-31 |
1,228,113 |
$70,469,000 |
38,427 |
|
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 |
|
H D Vest Advisory Services |
45 |
- |
2024-03-31 |
566,744 |
$32,520,000 |
6,275 |
|
Dynamic Advisors Solutions LLC |
10 |
- |
2024-03-31 |
553,502 |
$31,760,000 |
18,798 |
|
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 |
|
COLONY GROUP LLC |
76 |
- |
2023-09-30 |
473,346 |
$22,399,000 |
8,255 |
|
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 |
|
Executive Wealth Management LLC |
|
- |
2023-12-31 |
217,745 |
$11,466,000 |
2,909 |
|
Sanchez Wealth Management Group |
13 |
- |
2024-03-31 |
176,549 |
$10,130,000 |
5,855 |
|
PALO ALTO WEALTH ADVISORS LLC |
7 |
- |
2024-03-31 |
153,397 |
$8,802,000 |
17,354 |
|
CHILTON CAPITAL MANAGEMENT LLC |
74 |
- |
2024-03-31 |
142,816 |
$8,195,000 |
20,843 |
|
FLYNN ZITO CAPITAL MANAGEMENT LLC |
8 |
- |
2024-03-31 |
140,800 |
$8,079,000 |
3,337 |
|
Pine Valley Investments Ltd Liability Co |
44 |
- |
2024-03-31 |
119,261 |
$6,843,000 |
109,781 |
|
D.B. Root & Company LLC |
8 |
- |
2024-03-31 |
102,478 |
$5,880,000 |
6,408 |
|
Foundry Financial Group Inc. |
11 |
- |
2024-03-31 |
98,645 |
$5,660,000 |
10,331 |
|
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 |
|
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 |
|
PFG Advisors |
102 |
- |
2024-03-31 |
59,917 |
$3,438,000 |
7,738 |
|
Resources Investment Advisors Inc. |
262 |
- |
2024-03-31 |
52,135 |
$2,991,000 |
5,844 |
|
Atlas Wealth LLC |
19 |
- |
2024-03-31 |
44,671 |
$2,563,000 |
4,724 |
|
FMA Wealth Management LLC |
15 |
- |
2024-03-31 |
44,651 |
$2,562,000 |
3,835 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
90 |
- |
2024-03-31 |
42,790 |
$2,455,000 |
3,703 |
|
VALMARK ADVISERS INC |
148 |
- |
2024-03-31 |
42,290 |
$2,427,000 |
2,832 |
|
DORVAL Corp |
18 |
- |
2024-03-31 |
41,598 |
$2,275,000 |
704 |
|
Cooper Financial Group |
55 |
- |
2024-03-31 |
36,230 |
$2,079,000 |
20,195 |
|
Equitable Holdings Inc. |
424 |
- |
2023-12-31 |
36,014 |
$1,896,000 |
773 |
|
DAVENPORT & CO LLC |
460 |
- |
2024-03-31 |
32,668 |
$1,874,000 |
1,855 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
430 |
- |
2024-03-31 |
28,612 |
$1,642,000 |
403 |
|
Chicago Partners Investment Group LLC |
231 |
- |
2024-03-31 |
29,890 |
$1,634,000 |
11,024 |
|
Moloney Securities Asset Management LLC |
102 |
- |
2024-03-31 |
28,046 |
$1,609,000 |
895 |
|
J P MORGAN CHASE & CO |
3131 |
- |
2024-03-31 |
26,709 |
$1,533,000 |
1,578 |
|
Interchange Capital Partners LLC |
24 |
- |
2024-03-31 |
25,770 |
$1,480,000 |
2,819 |
|
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 |
|
Magnus Financial Group LLC |
104 |
- |
2024-03-31 |
24,909 |
$1,429,000 |
856 |
|
Paragon Private Wealth Management LLC |
35 |
- |
2023-12-31 |
25,536 |
$1,345,000 |
3,931 |
|
MULTIFINANCIAL SECURITIES CORP |
691 |
- |
2023-12-31 |
23,202 |
$1,222,000 |
1,619 |
|
AVAII WEALTH MANAGEMENT LLC |
26 |
- |
2024-03-31 |
21,207 |
$1,217,000 |
78 |
|
Betterment LLC |
187 |
- |
2024-03-31 |
20,885 |
$1,198,000 |
5,021 |
|
GOLDMAN SACHS GROUP INC/ |
3470 |
- |
2023-12-31 |
21,069 |
$1,109,000 |
21,069 |
|
COMERICA BANK |
1497 |
- |
2023-12-31 |
20,530 |
$1,081,000 |
1,904 |
|
We Are One Seven LLC |
304 |
- |
2023-12-31 |
20,187 |
$1,063,000 |
7,018 |
|
ATRIA INVESTMENTS LLC |
872 |
- |
2023-12-31 |
20,093 |
$1,058,000 |
20,093 |
|
Strategic Financial Concepts LLC |
111 |
- |
2024-03-31 |
15,480 |
$888,000 |
15,480 |
|
EPG Wealth Management LLC |
124 |
- |
2023-12-31 |
15,443 |
$811,000 |
21 |
|
Sovereign Financial Group Inc. |
99 |
- |
2024-03-31 |
13,422 |
$770,000 |
100 |
|
Western Wealth Management LLC |
282 |
- |
2024-03-31 |
12,573 |
$721,000 |
85 |
|
PFG FINANCIAL ADVISORS |
120 |
- |
2024-03-31 |
12,231 |
$702,000 |
2,150 |
|
COZAD ASSET MANAGEMENT INC |
232 |
- |
2024-03-31 |
10,770 |
$618,000 |
1,960 |
|
SigFig Wealth Management LLC |
107 |
- |
2024-03-31 |
10,470 |
$601,000 |
1,404 |
|
Cornerstone Wealth Management LLC |
326 |
- |
2024-03-31 |
9,241 |
$530,000 |
3 |
|
Tyler-Stone Wealth Management |
88 |
- |
2023-12-31 |
8,688 |
$458,000 |
1,520 |
|
SMITH MOORE & CO. |
275 |
- |
2023-12-31 |
8,449 |
$445,000 |
1,261 |
|
ARGI INVESTMENT SERVICES, LLC |
328 |
- |
2022-12-31 |
8,758 |
$408,000 |
1,532 |
|
Independent Advisor Alliance |
498 |
- |
2024-03-31 |
7,041 |
$404,000 |
364 |
|
Coastal Investment Advisors Inc. |
267 |
- |
2024-03-31 |
6,934 |
$398,000 |
428 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
856 |
- |
2024-03-31 |
6,842 |
$393,000 |
131 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
541 |
- |
2024-03-31 |
6,130 |
$352,000 |
2,649 |
|
PCA Investment Advisory Services Inc. |
73 |
- |
2024-03-31 |
6,044 |
$347,000 |
778 |
|
JANNEY MONTGOMERY SCOTT LLC |
2318 |
- |
2024-03-31 |
5,301 |
$304,000 |
660 |
|
Bay Colony Advisory Group Inc d/b/a Bay Colony Adv |
295 |
- |
2024-03-31 |
4,982 |
$286,000 |
517 |
|
Perennial Investment Advisors LLC |
267 |
- |
2023-12-31 |
4,971 |
$262,000 |
100 |
|
MML INVESTORS SERVICES LLC |
2136 |
- |
2023-12-31 |
4,907 |
$258,000 |
527 |
|
TNF LLC |
91 |
- |
2024-03-31 |
4,667 |
$255,000 |
616 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
400 |
- |
2024-03-31 |
4,376 |
$251,000 |
9 |
|
Change Path LLC |
578 |
- |
2023-12-31 |
4,185 |
$220,000 |
4,185 |
|
FMR LLC |
2995 |
- |
2023-12-31 |
2,248 |
$118,000 |
158 |
|
PRINCIPAL SECURITIES INC. |
1245 |
- |
2024-03-31 |
1,840 |
$106,000 |
1,000 |
|
JONES FINANCIAL COMPANIES LLLP |
398 |
- |
2023-12-31 |
2,000 |
$105,000 |
1,503 |
|
CLEAR INVESTMENT RESEARCH LLC |
75 |
- |
2024-03-31 |
1,687 |
$97,000 |
305 |
|
GPS Wealth Strategies Group LLC |
399 |
- |
2024-03-31 |
1,590 |
$91,000 |
1,094 |
|
Investors Research Corp |
514 |
- |
2024-03-31 |
789 |
$45,000 |
253 |
|
Geneos Wealth Management Inc. |
1232 |
- |
2024-03-31 |
540 |
$31,000 |
140 |
|
Coppell Advisory Solutions LLC |
1077 |
- |
2023-12-31 |
122 |
$6,000 |
78 |
|
BNP PARIBAS ARBITRAGE SA |
3181 |
- |
2024-03-31 |
8 |
$0 |
2 |
|
|
89 Records found
|
1
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