| |
Institutional
Holders
Total
Institutions:
 |
906  47 |
|
|
Total
shares held :
|
329,481,692 |
|
|
% of shares
held :
|
36.61% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-197 |
|
|
Amount
of shares held :
|
6,882,560 |
|
|
% of shares
held change :
|
 0.76% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
37
|
2,557,252
|
0.78%
|
|
|
|
Increased
Positions : |
305
|
37,131,494
|
11.27%
|
|
|
|
Unchanged
Positions : |
109
|
6,436,234
|
1.95%
|
|
|
|
Decreased
Positions : |
455
|
-29,700,512
|
-9.01%
|
|
|
|
Closed
Positions : |
84
|
-3,105,674
|
-0.94%
|
|
|
|
Guru
Positions : |
1
|
0
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  GOLDMAN SACHS GROUP INC/ |
692 |
*New |
2023-12-31 |
1,862,915 |
$93,574,000 |
1,862,915 |
|
| Vienna Asset Management LLC |
2 |
*New |
2023-12-31 |
208,860 |
$10,491,000 |
208,860 |
|
| Coulter & Justus Financial Services LLC |
|
*New |
2024-03-31 |
134,784 |
$6,800,000 |
134,784 |
|
| RIVERNORTH CAPITAL MANAGEMENT, INC. |
85 |
*New |
2023-12-31 |
90,000 |
$4,521,000 |
90,000 |
|
| Friedenthal Financial |
9 |
*New |
2024-03-31 |
86,250 |
$4,351,000 |
86,250 |
|
| CFO4Life L.P. |
26 |
*New |
2022-12-31 |
80,288 |
$4,025,000 |
80,288 |
|
| GUIDANCE CAPITAL INC |
29 |
*New |
2024-03-31 |
35,106 |
$1,766,000 |
35,106 |
|
| Global Strategic Investment Solutions LLC |
61 |
*New |
2024-03-31 |
28,120 |
$1,419,000 |
28,120 |
|
| C2P Capital Advisory Group LLC d.b.a. Prosperity C |
107 |
*New |
2024-03-31 |
26,631 |
$1,344,000 |
26,631 |
|
| WIN ADVISORS INC |
29 |
*New |
2024-03-31 |
24,862 |
$1,254,000 |
24,862 |
|
| WETHERBY ASSET MANAGEMENT INC |
323 |
*New |
2023-12-31 |
22,843 |
$1,147,000 |
22,843 |
|
| McAdam LLC |
119 |
*New |
2024-03-31 |
20,001 |
$1,009,000 |
20,001 |
|
| AQR CAPITAL MANAGEMENT LLC |
1677 |
*New |
2023-12-31 |
16,203 |
$814,000 |
16,203 |
|
| M&T BANK CORP |
955 |
*New |
2023-12-31 |
15,865 |
$797,000 |
15,865 |
|
| Moloney Securities Asset Management LLC |
|
*New |
2024-03-31 |
15,150 |
$764,000 |
15,150 |
|
| SUTTON PLACE INVESTORS LLC |
84 |
*New |
2024-03-31 |
14,154 |
$714,000 |
14,154 |
|
| CRA Financial Services LLC |
106 |
*New |
2024-03-31 |
12,808 |
$646,000 |
12,808 |
|
| Fortune Financial Advisors LLC |
79 |
*New |
2024-03-31 |
10,712 |
$540,000 |
10,712 |
|
| Presidio Capital Management LLC |
24 |
*New |
2024-03-31 |
10,500 |
$530,000 |
10,500 |
|
| SMITH MOORE & CO. |
257 |
*New |
2023-12-31 |
9,898 |
$497,000 |
9,898 |
|
| Diversified Portfolios Inc. |
93 |
*New |
2023-12-31 |
9,697 |
$487,000 |
9,697 |
|
| BUCKINGHAM ASSET MANAGEMENT, LLC |
472 |
*New |
2023-12-31 |
8,724 |
$438,000 |
8,724 |
|
| Pensionmark Financial Group LLC |
249 |
*New |
2023-12-31 |
8,518 |
$430,000 |
8,518 |
|
| Hixon Zuercher LLC |
|
*New |
2024-03-31 |
8,099 |
$409,000 |
8,099 |
|
| True Capital Management |
79 |
*New |
2023-03-31 |
7,035 |
$354,000 |
7,035 |
|
| Benchmark Financial Wealth Advisors LLC |
59 |
*New |
2024-03-31 |
7,004 |
$353,000 |
7,004 |
|
| F3Logic LLC |
129 |
*New |
2022-12-31 |
6,848 |
$343,000 |
6,848 |
|
| Congress Wealth Management LLC / DE / |
490 |
*New |
2024-03-31 |
6,758 |
$341,000 |
6,758 |
|
| HAVERFORD TRUST CO |
|
*New |
2024-03-31 |
6,350 |
$320,000 |
6,350 |
|
| TFB Advisors LLC |
|
*New |
2024-03-31 |
6,361 |
$319,000 |
6,361 |
|
| Simplicity WealthLLC |
893 |
*New |
2024-03-31 |
6,282 |
$317,000 |
6,282 |
|
| Sterling Financial Group Inc. |
51 |
*New |
2024-03-31 |
6,270 |
$316,000 |
6,270 |
|
| Clarity Financial LLC |
93 |
*New |
2024-03-31 |
5,917 |
$299,000 |
5,917 |
|
| Summit Trail Advisors LLC |
465 |
*New |
2024-03-31 |
5,876 |
$296,000 |
5,876 |
|
| Steel Peak Wealth Management LLC |
358 |
*New |
2024-03-31 |
5,577 |
$281,000 |
5,577 |
|
| Andesa Financial Management Inc. |
128 |
*New |
2022-12-31 |
5,125 |
$257,000 |
5,125 |
|
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
167 |
*New |
2023-12-31 |
4,689 |
$236,000 |
4,689 |
|
| PINNACLE FINANCIAL PARTNERS INC |
|
*New |
2024-03-31 |
4,149 |
$209,000 |
4,149 |
|
| Five Oceans Advisors |
180 |
*New |
2024-03-31 |
4,138 |
$209,000 |
4,138 |
|
| JONES FINANCIAL COMPANIES LLLP |
359 |
*New |
2023-12-31 |
3,060 |
$154,000 |
3,060 |
|
| ARVEST INVESTMENTS INC. |
122 |
*New |
2024-03-31 |
1,488 |
$75,000 |
1,488 |
|
| PACIFIC CAPITAL WEALTH ADVISORS INC |
140 |
*New |
2023-12-31 |
900 |
$45,000 |
900 |
|
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP |
412 |
*New |
2024-03-31 |
837 |
$42,000 |
837 |
|
| Mine & Arao Wealth Creation & Management LLC. |
168 |
*New |
2023-12-31 |
588 |
$30,000 |
588 |
|
| LifeSteps Financial Inc. |
214 |
*New |
2024-03-31 |
470 |
$24,000 |
470 |
|
| PrairieView Partners LLC |
258 |
*New |
2024-03-31 |
279 |
$15,000 |
279 |
|
| FSA Wealth Management LLC |
322 |
*New |
2023-12-31 |
200 |
$10,000 |
200 |
|
| Christopher J. Hasenberg Inc |
64 |
*New |
2024-03-31 |
152 |
$8,000 |
152 |
|
| American Capital Advisory LLC |
290 |
*New |
2024-03-31 |
112 |
$6,000 |
112 |
|
| CULLEN FROST BANKERS INC |
930 |
*New |
2023-12-31 |
40 |
$2,000 |
40 |
|
| Trust Co |
326 |
*New |
2024-03-31 |
25 |
$1,000 |
25 |
|
| First Command Advisory Services Inc. |
|
*New |
2024-03-31 |
173 |
$0 |
173 |
|
| O SHAUGHNESSY ASSET MANAGEMENT LLC |
1766 |
*New |
2023-12-31 |
1 |
$0 |
1 |
|
| Rakuten Securities Inc. |
|
*New |
2024-03-31 |
1 |
$0 |
1 |
|
|
54 Records found
|
1
|
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