|
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 :
|
|
|
7.89 (16.35%) |
|
|
|
|
|
|
|
|
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 |
157 |
- |
2024-03-31 |
3,983,778 |
$228,589,000 |
-16,623 |
|
MANUFACTURERES LIFE INSURANCE CO |
120 |
- |
2023-12-31 |
4,047,767 |
$213,155,000 |
-209,785 |
|
WELLS FARGO & CO/MN |
310 |
- |
2024-03-31 |
3,153,565 |
$180,952,000 |
-611,803 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
75 |
- |
2023-12-31 |
2,310,787 |
$121,686,000 |
-165,671 |
|
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 |
|
Private Advisor Group LLC |
30 |
- |
2024-03-31 |
1,299,418 |
$74,561,000 |
-106,442 |
|
HILL ISLAND FINANCIAL LLC |
1 |
- |
2024-03-31 |
1,097,950 |
$63,000,000 |
-20,529 |
|
ENZI WEALTH |
1 |
- |
2024-03-31 |
661,224 |
$35,812,000 |
-15,521 |
|
BUCKINGHAM ASSET MANAGEMENT, LLC |
53 |
- |
2024-03-31 |
461,346 |
$26,472,000 |
-8,470 |
|
Advisor Group Holdings Inc. |
420 |
- |
2024-03-31 |
337,562 |
$19,369,000 |
-20,624 |
|
RAYMOND JAMES & ASSOCIATES |
984 |
- |
2024-03-31 |
239,424 |
$13,738,000 |
-3,010 |
|
Bulltick Wealth Management LLC |
9 |
- |
2023-12-31 |
221,730 |
$11,676,000 |
-8,425 |
|
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 |
|
ENVESTNET ASSET MANAGEMENT INC |
1532 |
- |
2023-12-31 |
164,585 |
$8,667,000 |
-4,155 |
|
Garrett Wealth Advisory Group LLC |
10 |
- |
2024-03-31 |
146,948 |
$8,432,000 |
-1,168 |
|
Patriot Financial Group Insurance Agency LLC |
10 |
- |
2024-03-31 |
140,723 |
$8,075,000 |
-271 |
|
Global Retirement Partners LLC |
72 |
- |
2024-03-31 |
138,768 |
$7,963,000 |
-28,361 |
|
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 |
|
Cetera Investment Advisers |
365 |
- |
2023-12-31 |
120,796 |
$6,361,000 |
-93,049 |
|
Onyx Bridge Wealth Group LLC |
20 |
- |
2024-03-31 |
115,048 |
$6,293,000 |
-71,470 |
|
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 |
|
Granite Bay Wealth Management LLC |
|
- |
2024-03-31 |
73,093 |
$4,194,000 |
-3,457,861 |
|
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 |
|
LINSCOMB & WILLIAMS INC |
120 |
- |
2023-12-31 |
46,304 |
$2,438,000 |
-4,851 |
|
Good Life Advisors LLC |
92 |
- |
2024-03-31 |
39,201 |
$2,249,000 |
-75 |
|
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 |
|
Arkadios Wealth Advisors |
149 |
- |
2024-03-31 |
33,897 |
$1,945,000 |
-37 |
|
Andesa Financial Management Inc. |
35 |
- |
2022-12-31 |
40,584 |
$1,889,000 |
-36,228 |
|
Steward Partners Investment Advisory LLC |
528 |
- |
2023-12-31 |
34,119 |
$1,797,000 |
-506 |
|
BANK OF NOVA SCOTIA / |
668 |
- |
2023-12-31 |
31,825 |
$1,674,000 |
-515 |
|
GREAT VALLEY ADVISOR GROUP INC. |
338 |
- |
2024-03-31 |
21,372 |
$1,226,000 |
-14,605 |
|
ZRC WEALTH MANAGEMENT LLC |
34 |
- |
2024-03-31 |
21,290 |
$1,222,000 |
-21 |
|
Mutual Advisors LLC |
506 |
- |
2024-03-31 |
15,532 |
$891,000 |
-7,061 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1038 |
- |
2023-09-30 |
17,999 |
$852,000 |
-20 |
|
Key Client Fiduciary Advisors LLC |
51 |
- |
2024-03-31 |
14,809 |
$850,000 |
-106 |
|
Sowell Financial Services LLC |
427 |
- |
2024-03-31 |
10,014 |
$575,000 |
-2,263 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
10,770 |
$567,000 |
-25 |
|
Krasney Financial LLC |
198 |
- |
2024-03-31 |
8,900 |
$511,000 |
-1,751 |
|
WealthCare Investment Partners LLC |
81 |
- |
2024-03-31 |
8,804 |
$505,000 |
-1,318 |
|
HANSON MCCLAIN, INC. |
550 |
- |
2024-03-31 |
8,609 |
$494,000 |
-33 |
|
Quad-Cities Investment Group LLC |
98 |
- |
2024-03-31 |
7,354 |
$422,000 |
-176 |
|
Venture Visionary Partners LLC |
375 |
- |
2023-12-31 |
7,837 |
$413,000 |
-295 |
|
Advisor OS LLC |
267 |
- |
2024-03-31 |
6,991 |
$401,000 |
-4,165 |
|
Trilogy Capital Inc. |
235 |
- |
2024-03-31 |
6,100 |
$350,000 |
-9,060 |
|
LINCOLN NATIONAL CORP |
885 |
- |
2024-03-31 |
5,885 |
$338,000 |
-71 |
|
Epic Trust Investment Advisors LLC |
68 |
- |
2024-03-31 |
5,819 |
$334,000 |
-4,478 |
|
Aspire Wealth Management Corp |
75 |
- |
2024-03-31 |
5,598 |
$321,000 |
-78 |
|
RFG Advisory Group LLC |
606 |
- |
2024-03-31 |
5,238 |
$301,000 |
-603 |
|
HIGHTOWER ADVISORS, LLC |
2645 |
- |
2024-03-31 |
5,176 |
$297,000 |
-59 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4085 |
- |
2024-03-31 |
5,019 |
$288,000 |
-7,535 |
|
TWO SIGMA SECURITIES LLC |
689 |
- |
2023-12-31 |
5,030 |
$265,000 |
-5,719 |
|
Hoxton Planning & Management LLC |
129 |
- |
2024-03-31 |
4,474 |
$257,000 |
-21 |
|
NATIONAL ASSET MANAGEMENT, INC. |
1173 |
- |
2023-12-31 |
4,422 |
$233,000 |
-20 |
|
MRP Capital Investments LLC |
89 |
- |
2024-03-31 |
3,954 |
$227,000 |
-9,183 |
|
Priebe Wealth Holdings LLC |
50 |
- |
2024-03-31 |
3,883 |
$223,000 |
-100 |
|
Ritter Daniher Financial Advisory LLC / DE |
74 |
- |
2023-12-31 |
4,199 |
$221,000 |
-4,000 |
|
Goss Wealth Management LLC |
1682 |
- |
2023-12-31 |
3,989 |
$210,000 |
-1,268 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1423 |
- |
2023-12-31 |
3,634 |
$191,000 |
-356 |
|
PRIVATE TRUST CO NA |
751 |
- |
2024-03-31 |
2,476 |
$142,000 |
-819 |
|
CWM LLC |
1793 |
- |
2024-03-31 |
1,956 |
$112,000 |
-1,085 |
|
Crewe Advisors LLC |
126 |
- |
2023-12-31 |
965 |
$51,000 |
-76 |
|
WETZEL INVESTMENT ADVISORS INC. |
264 |
- |
2024-03-31 |
807 |
$43,000 |
-477 |
|
TOWER RESEARCH CAPITAL LLC |
4755 |
- |
2023-12-31 |
114 |
$6,000 |
-4,215 |
|
|
72 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|