|
Institutional
Holders
Total
Institutions:
|
77 6 |
|
Total
shares held :
|
92,707,326 |
|
% of shares
held :
|
86.82% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
28 |
|
Amount
of shares held :
|
9,881,788 |
|
% of shares
held change :
|
9.25% |
|
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 |
62 |
- |
2024-03-31 |
60,271,449 |
$3,774,198,000 |
-14,313,212 |
|
FMR LLC |
441 |
- |
2024-03-31 |
8,331,276 |
$521,704,000 |
974,603 |
|
LPL FINANCIAL CORP |
269 |
- |
2024-03-31 |
1,904,117 |
$119,236,000 |
287,122 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
66 |
- |
2024-03-31 |
1,595,731 |
$99,925,000 |
-9,762 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
214 |
- |
2024-03-31 |
858,362 |
$53,751,000 |
127,637 |
|
CWM LLC |
84 |
- |
2024-03-31 |
766,974 |
$48,028,000 |
256,358 |
|
Bogart Wealth LLC |
11 |
- |
2024-03-31 |
689,351 |
$43,167,000 |
13,197 |
|
JANNEY MONTGOMERY SCOTT LLC |
220 |
- |
2024-03-31 |
504,365 |
$31,583,000 |
259,289 |
|
GREAT VALLEY ADVISOR GROUP INC. |
19 |
- |
2024-03-31 |
472,999 |
$29,619,000 |
133,608 |
|
ENVESTNET ASSET MANAGEMENT INC |
914 |
- |
2024-03-31 |
454,008 |
$28,430,000 |
51,651 |
|
Family Investment Center Inc. |
2 |
- |
2024-03-31 |
444,543 |
$27,837,000 |
-35,945 |
|
Advisor Group Holdings Inc. |
319 |
- |
2024-03-31 |
431,535 |
$27,023,000 |
-25,485 |
|
VESTOR CAPITAL CORP |
15 |
*New |
2024-03-31 |
314,741 |
$19,709,000 |
314,741 |
|
Elk River Wealth Management LLC |
7 |
*New |
2024-03-31 |
286,041 |
$17,912,000 |
286,041 |
|
Wealth Alliance Advisory Group LLC |
6 |
- |
2024-03-31 |
261,436 |
$16,371,000 |
10,075 |
|
Pallas Capital Advisors LLC |
19 |
- |
2024-03-31 |
255,369 |
$15,991,000 |
10,084 |
|
BUFFINGTON MOHR MCNEAL |
9 |
- |
2024-03-31 |
249,987 |
$15,654,000 |
23,228 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
315 |
- |
2024-03-31 |
249,514 |
$15,625,000 |
24,499 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
46 |
- |
2024-03-31 |
229,303 |
$14,359,000 |
71,768 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
531 |
- |
2024-03-31 |
224,356 |
$14,049,000 |
81,402 |
|
FINANCIAL NETWORK |
312 |
- |
2024-03-31 |
204,159 |
$12,784,000 |
41,136 |
|
Vestmark Advisory Solutions Inc. |
38 |
*New |
2024-03-31 |
197,380 |
$12,360,000 |
197,380 |
|
Richard P Slaughter Associates Inc |
6 |
- |
2024-03-31 |
190,272 |
$11,915,000 |
71,757 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
416 |
- |
2024-03-31 |
162,261 |
$10,161,000 |
23,853 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
801 |
- |
2024-03-31 |
158,685 |
$9,937,000 |
35,985 |
|
FLOW TRADERS U.S. LLC |
31 |
*New |
2024-03-31 |
155,438 |
$9,734,000 |
155,438 |
|
JANE STREET GROUP LLC |
870 |
- |
2024-03-31 |
143,599 |
$8,992,000 |
-151,506 |
|
Rockefeller Capital Management L.P. |
537 |
- |
2024-03-31 |
138,832 |
$8,694,000 |
-12,345 |
|
FTB Advisors Inc. |
125 |
- |
2024-03-31 |
116,053 |
$7,267,000 |
2,365 |
|
ROYAL BANK OF CANADA |
1691 |
- |
2024-03-31 |
115,518 |
$7,233,000 |
48,750 |
|
Aspire Capital Advisors LLC |
15 |
*New |
2024-03-31 |
93,086 |
$5,829,000 |
93,086 |
|
Wagner Wealth Management LLC |
16 |
*New |
2024-03-31 |
80,475 |
$5,039,000 |
80,475 |
|
MULTIFINANCIAL SECURITIES CORP |
466 |
- |
2024-03-31 |
78,632 |
$4,924,000 |
60,672 |
|
Private Advisor Group LLC |
470 |
- |
2024-03-31 |
76,926 |
$4,817,000 |
-167,363 |
|
MML INVESTORS SERVICES LLC |
680 |
- |
2024-03-31 |
71,485 |
$4,476,000 |
3,776 |
|
PARK AVENUE SECURITIES LLC |
222 |
- |
2024-03-31 |
69,556 |
$4,356,000 |
-378 |
|
BELLEVUE ASSET MANAGEMENT LLC |
9 |
- |
2024-03-31 |
66,936 |
$4,192,000 |
6,703 |
|
WEST MICHIGAN ADVISORS LLC |
15 |
*New |
2024-03-31 |
62,229 |
$3,897,000 |
62,229 |
|
MN Wealth Advisors LLC |
12 |
*New |
2024-03-31 |
53,939 |
$3,378,000 |
53,939 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
141 |
- |
2024-03-31 |
53,805 |
$3,144,000 |
366 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
838 |
- |
2024-03-31 |
43,049 |
$2,696,000 |
8,215 |
|
U.S. Capital Wealth Advisors LLC |
202 |
- |
2024-03-31 |
39,021 |
$2,443,000 |
26,711 |
|
N.E.W. Advisory Services LLC |
51 |
- |
2024-03-31 |
38,298 |
$2,398,000 |
2,937 |
|
Lokken Investment Group LLC |
25 |
*New |
2024-03-31 |
32,803 |
$2,054,000 |
32,803 |
|
Cetera Investment Advisers |
653 |
- |
2024-03-31 |
30,671 |
$1,921,000 |
-56,135 |
|
SILVER OAK SECURITIES Inc |
92 |
- |
2024-03-31 |
26,366 |
$1,651,000 |
4,285 |
|
Belpointe Asset Management LLC |
161 |
- |
2024-03-31 |
25,689 |
$1,609,000 |
4,557 |
|
Summit Investment Advisory Services LLC |
17 |
- |
2024-03-31 |
24,396 |
$1,528,000 |
1,355 |
|
Csenge Advisory Group |
189 |
- |
2024-03-31 |
24,338 |
$1,524,000 |
921 |
|
Galvin Gaustad & Stein LLC |
81 |
*New |
2024-03-31 |
22,555 |
$1,412,000 |
22,555 |
|
MASSMUTUAL TRUST CO FSB/ADV |
227 |
*New |
2024-03-31 |
19,838 |
$1,242,000 |
19,838 |
|
Change Path LLC |
333 |
*New |
2024-03-31 |
19,378 |
$1,214,000 |
19,378 |
|
Envestnet Portfolio Solutions Inc. |
813 |
- |
2024-03-31 |
17,807 |
$1,115,000 |
3,869 |
|
HBW Advisory Services LLC |
121 |
- |
2024-03-31 |
17,989 |
$1,051,000 |
0 |
|
QUANTITATIVE ADVANTAGE LLC |
85 |
*New |
2023-03-31 |
18,078 |
$996,000 |
18,078 |
|
Stratos Wealth Partners LTD. |
643 |
- |
2024-03-31 |
15,675 |
$982,000 |
586 |
|
GOLDMAN SACHS GROUP INC/ |
3606 |
*New |
2024-03-31 |
15,114 |
$946,000 |
15,114 |
|
Integrated Wealth Concepts LLC |
779 |
- |
2024-03-31 |
14,610 |
$915,000 |
756 |
|
Ascent Group LLC |
299 |
- |
2024-03-31 |
13,027 |
$816,000 |
721 |
|
Leo Wealth LLC |
168 |
- |
2024-03-31 |
12,722 |
$794,000 |
0 |
|
CITADEL ADVISORS LLC |
3315 |
*New |
2024-03-31 |
12,375 |
$775,000 |
12,375 |
|
CAPTRUST FINANCIAL ADVISORS |
1311 |
- |
2024-03-31 |
11,292 |
$707,000 |
-1,561 |
|
Kingsview Wealth Management LLC |
592 |
- |
2024-03-31 |
10,878 |
$681,000 |
5,153 |
|
TFB Advisors LLC |
102 |
- |
2024-03-31 |
10,244 |
$622,000 |
10,244 |
|
MARINER WEALTH ADVISORS, LLC |
1866 |
- |
2024-03-31 |
9,853 |
$617,000 |
-818 |
|
BFT FINANCIAL GROUP LLC |
161 |
*New |
2023-06-30 |
10,764 |
$611,000 |
10,764 |
|
LOCKERMAN FINANCIAL GROUP INC. |
26 |
- |
2024-03-31 |
9,195 |
$576,000 |
-154 |
|
Wayfinding Financial LLC |
64 |
*New |
2024-03-31 |
8,410 |
$526,000 |
8,410 |
|
LINCOLN NATIONAL CORP |
754 |
*New |
2024-03-31 |
7,647 |
$479,000 |
7,647 |
|
Virtue Capital Management LLC |
241 |
*New |
2024-03-31 |
6,739 |
$411,000 |
6,739 |
|
RENAISSANCE TECHNOLOGIES LLC |
2961 |
*New |
2024-03-31 |
6,400 |
$401,000 |
6,400 |
|
Patten Group Inc. |
199 |
*New |
2024-03-31 |
5,647 |
$354,000 |
5,647 |
|
GeoWealth Management LLC |
520 |
*New |
2024-03-31 |
5,642 |
$353,000 |
5,642 |
|
PRIVATE TRUST CO NA |
490 |
- |
2024-03-31 |
5,105 |
$320,000 |
245 |
|
Berger Financial Group Inc |
276 |
- |
2024-03-31 |
4,791 |
$300,000 |
0 |
|
PROEQUITIES INC. |
572 |
- |
2024-03-31 |
4,637 |
$290,000 |
365 |
|
Security Financial Services INC. |
145 |
*New |
2024-03-31 |
4,567 |
$286,000 |
4,567 |
|
GOELZER INVESTMENT MANAGEMENT, INC. |
226 |
- |
2024-03-31 |
4,343 |
$272,000 |
0 |
|
Shira Ridge Wealth Management |
65 |
- |
2024-03-31 |
4,202 |
$263,000 |
154 |
|
NWAM LLC |
488 |
*New |
2024-03-31 |
3,842 |
$241,000 |
3,842 |
|
Northwest Capital Management Inc |
110 |
- |
2024-03-31 |
3,752 |
$235,000 |
38 |
|
Etesian Wealth Advisors Inc. |
109 |
*New |
2024-03-31 |
3,737 |
$234,000 |
3,737 |
|
HRT FINANCIAL LLC |
1586 |
*New |
2024-03-31 |
3,724 |
$233,000 |
3,724 |
|
Kestra Advisory Services LLC |
2170 |
- |
2024-03-31 |
3,639 |
$228,000 |
3,639 |
|
Qube Research & Technologies Ltd |
2527 |
- |
2024-03-31 |
3,594 |
$225,000 |
3,494 |
|
Sterling Investment Counsel LLC |
157 |
*New |
2024-03-31 |
3,480 |
$218,000 |
3,480 |
|
ESSEX FINANCIAL SERVICES INC |
490 |
*New |
2024-03-31 |
3,487 |
$218,000 |
3,487 |
|
JONES FINANCIAL COMPANIES LLLP |
451 |
- |
2024-03-31 |
3,467 |
$217,000 |
3,045 |
|
Orion Portfolio Solutions LLC |
1583 |
- |
2024-03-31 |
3,423 |
$214,000 |
-13,793 |
|
Bryant Woods Investment Advisors LLC |
44 |
*New |
2024-03-31 |
3,283 |
$206,000 |
3,283 |
|
Global Retirement Partners LLC |
778 |
- |
2024-03-31 |
3,253 |
$204,000 |
465 |
|
RAYMOND JAMES & ASSOCIATES |
3553 |
*New |
2024-03-31 |
3,244 |
$203,000 |
3,244 |
|
WOODMONT INVESTMENT COUNSEL LLC |
258 |
*New |
2024-03-31 |
2,883 |
$181,000 |
2,883 |
|
Farther Finance Advisors LLC |
753 |
*New |
2024-03-31 |
2,599 |
$162,000 |
2,599 |
|
ICA Group Wealth Management LLC |
358 |
- |
2024-03-31 |
2,022 |
$127,000 |
274 |
|
MORGAN STANLEY |
5873 |
- |
2024-03-31 |
1,203 |
$75,000 |
-510 |
|
IFP Advisors Inc |
1357 |
- |
2023-12-31 |
1,241 |
$73,000 |
-10,962 |
|
WELLS FARGO & CO/MN |
4644 |
- |
2024-03-31 |
883 |
$55,000 |
474 |
|
Capital Investment Advisory Services LLC |
701 |
- |
2024-03-31 |
542 |
$34,000 |
0 |
|
Family Asset Management LLC |
147 |
*New |
2024-03-31 |
400 |
$25,000 |
400 |
|
|
100 Records found
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1
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