|
Institutional
Holders
Total
Institutions:
|
130 10 |
|
Total
shares held :
|
29,755,675 |
|
% of shares
held :
|
10.57% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
83 |
|
Amount
of shares held :
|
-372,744 |
|
% of shares
held change :
|
-0.13% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
27 |
- |
2023-12-31 |
7,359,591 |
$385,201,000 |
-3,500,000 |
|
ENVESTNET ASSET MANAGEMENT INC |
154 |
- |
2023-12-31 |
5,816,634 |
$304,443,000 |
1,083,318 |
|
Varma Mutual Pension Insurance Co |
7 |
- |
2023-12-31 |
4,814,000 |
$251,965,000 |
0 |
|
Envestnet Portfolio Solutions Inc. |
47 |
- |
2023-12-31 |
1,866,249 |
$97,679,000 |
368,286 |
|
CREDIT SUISSE/ |
243 |
- |
2023-12-31 |
1,585,000 |
$82,959,000 |
420,000 |
|
FACTORY MUTUAL INSURANCE CO |
35 |
- |
2024-03-31 |
1,053,908 |
$60,505,000 |
-1,070,000 |
|
CWM LLC |
108 |
- |
2024-03-31 |
667,757 |
$38,336,000 |
-80,049 |
|
J P MORGAN CHASE & CO |
1290 |
- |
2023-12-31 |
649,170 |
$33,978,000 |
122,391 |
|
PARK AVENUE SECURITIES LLC |
41 |
- |
2024-03-31 |
505,712 |
$29,033,000 |
-7,318 |
|
Advisor Group Holdings Inc. |
386 |
- |
2023-12-31 |
513,609 |
$26,884,000 |
-49,530 |
|
LPL FINANCIAL CORP |
872 |
- |
2023-12-31 |
385,905 |
$20,198,000 |
145,433 |
|
MML INVESTORS SERVICES LLC |
242 |
- |
2023-12-31 |
355,152 |
$18,589,000 |
67,651 |
|
One Wealth Advisors LLC |
15 |
- |
2024-03-31 |
199,159 |
$11,434,000 |
-1,291 |
|
Cetera Investment Advisers |
224 |
- |
2023-12-31 |
194,506 |
$10,180,000 |
33,801 |
|
Atria Wealth Solutions Inc. |
198 |
- |
2023-12-31 |
157,616 |
$8,250,000 |
37,580 |
|
Horst & Graben Wealth Management LLC |
21 |
- |
2024-03-31 |
87,352 |
$5,015,000 |
5,415 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
288 |
*New |
2023-12-31 |
95,198 |
$4,983,000 |
95,198 |
|
JANNEY MONTGOMERY SCOTT LLC |
742 |
- |
2023-12-31 |
91,781 |
$4,804,000 |
32,298 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
380 |
- |
2023-12-31 |
90,679 |
$4,746,000 |
19,656 |
|
Sharkey Howes & Javer |
25 |
- |
2024-03-31 |
77,121 |
$4,427,000 |
-3,637 |
|
ROYAL BANK OF CANADA |
2046 |
- |
2023-12-31 |
77,222 |
$4,042,000 |
32,931 |
|
ADVISORY SERVICES NETWORK, LLC |
241 |
- |
2023-12-31 |
75,653 |
$3,960,000 |
2,848 |
|
MORNINGSTAR INVESTMENT SERVICES, INC. |
164 |
- |
2023-12-31 |
71,735 |
$3,765,000 |
54,512 |
|
Equitable Holdings Inc. |
275 |
- |
2023-12-31 |
70,658 |
$3,698,000 |
19,074 |
|
WEALTHSOURCE PARTNERS LLC |
68 |
- |
2023-12-31 |
69,232 |
$3,624,000 |
10,491 |
|
Integrated Wealth Concepts LLC |
312 |
- |
2023-12-31 |
66,162 |
$3,463,000 |
15,204 |
|
Steward Partners Investment Advisory LLC |
380 |
- |
2023-12-31 |
60,812 |
$3,183,000 |
14,387 |
|
FINANCIAL NETWORK |
787 |
- |
2023-12-31 |
58,471 |
$3,060,000 |
13,307 |
|
PRUDENTIAL FINANCIAL INC |
1198 |
- |
2023-12-31 |
55,978 |
$2,930,000 |
2,514 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1040 |
- |
2024-03-31 |
50,792 |
$2,916,000 |
3,519 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1063 |
- |
2023-12-31 |
55,504 |
$2,905,000 |
13,730 |
|
BANK OF NEW YORK MELLON CORP |
2609 |
- |
2024-03-31 |
46,678 |
$2,680,000 |
165 |
|
SigFig Wealth Management LLC |
74 |
- |
2023-12-31 |
50,917 |
$2,665,000 |
9,892 |
|
TCWP LLC |
2 |
- |
2023-12-31 |
48,682 |
$2,548,000 |
5,946 |
|
We Are One Seven LLC |
169 |
*New |
2023-12-31 |
48,682 |
$2,548,000 |
48,682 |
|
Aptus Capital Advisors LLC |
196 |
- |
2023-12-31 |
47,649 |
$2,494,000 |
36,375 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
46,028 |
$2,409,000 |
33,969 |
|
Resources Investment Advisors Inc. |
301 |
- |
2023-12-31 |
40,896 |
$2,141,000 |
15,815 |
|
Wealth Alliance |
65 |
- |
2023-12-31 |
39,564 |
$2,071,000 |
4,668 |
|
Austin Private Wealth LLC |
48 |
- |
2024-03-31 |
35,405 |
$2,013,000 |
2,133 |
|
DFPG INVESTMENTS INC. |
142 |
- |
2023-12-31 |
38,659 |
$1,992,000 |
239 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2030 |
- |
2023-12-31 |
33,601 |
$1,759,000 |
-16,895 |
|
Financial Gravity Wealth Inc. |
156 |
- |
2023-12-31 |
72,447 |
$1,755,000 |
0 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1791 |
- |
2023-12-31 |
31,380 |
$1,642,000 |
5,450 |
|
MULTIFINANCIAL SECURITIES CORP |
586 |
- |
2023-12-31 |
30,244 |
$1,583,000 |
7,390 |
|
MA Private Wealth |
|
- |
2023-12-31 |
30,117 |
$1,576,000 |
23,728 |
|
Snowden Capital Advisors LLC |
354 |
- |
2023-12-31 |
26,130 |
$1,368,000 |
2,876 |
|
REGAL INVESTMENT ADVISORS, LLC |
193 |
- |
2023-12-31 |
25,798 |
$1,350,000 |
3,113 |
|
Mount Yale Investment Advisors LLC |
170 |
- |
2023-12-31 |
24,613 |
$1,288,000 |
3,345 |
|
AE Wealth Management LLC |
1061 |
- |
2023-12-31 |
23,522 |
$1,261,000 |
3,447 |
|
Strategic Blueprint LLC |
215 |
- |
2024-03-31 |
21,320 |
$1,224,000 |
-124 |
|
Pensionmark Financial Group LLC |
128 |
- |
2023-12-31 |
22,690 |
$1,188,000 |
5,853 |
|
Stratos Wealth Advisors LLC |
302 |
- |
2024-03-31 |
20,034 |
$1,150,000 |
-601 |
|
Orion Portfolio Solutions LLC |
885 |
- |
2023-12-31 |
21,824 |
$1,140,000 |
4,992 |
|
TOWNSQUARE CAPITAL LLC |
564 |
- |
2023-12-31 |
21,243 |
$1,112,000 |
3,396 |
|
One Wealth Management Investment & Advisory Servic |
|
- |
2023-12-31 |
21,243 |
$1,112,000 |
0 |
|
Keystone Financial Services |
25 |
- |
2023-12-31 |
20,660 |
$1,081,000 |
5,437 |
|
H D Vest Advisory Services |
722 |
- |
2023-12-31 |
18,541 |
$970,000 |
3,197 |
|
Concurrent Investment Advisors LLC |
361 |
- |
2023-12-31 |
16,095 |
$842,000 |
0 |
|
DOHJ LLC |
83 |
- |
2024-03-31 |
14,608 |
$839,000 |
354 |
|
Perigon Wealth Management LLC |
388 |
- |
2023-12-31 |
15,424 |
$807,000 |
8,428 |
|
FTB Advisors Inc. |
278 |
- |
2024-03-31 |
13,356 |
$767,000 |
-851 |
|
West Wealth Group LLC |
33 |
- |
2023-12-31 |
14,533 |
$761,000 |
2,050 |
|
NATIONAL ASSET MANAGEMENT, INC. |
623 |
- |
2023-12-31 |
14,494 |
$759,000 |
-5,021 |
|
Copperleaf Capital LLC |
43 |
- |
2023-12-31 |
14,379 |
$753,000 |
2,729 |
|
Venturi Wealth Management LLC |
217 |
- |
2024-03-31 |
12,643 |
$726,000 |
-1,102 |
|
Patriot Financial Group Insurance Agency LLC |
185 |
- |
2023-12-31 |
13,356 |
$699,000 |
4,584 |
|
Buttonwood Financial Group LLC |
22 |
- |
2024-03-31 |
11,846 |
$680,000 |
2,761 |
|
Maia Wealth LLC |
75 |
- |
2023-12-31 |
12,513 |
$655,000 |
0 |
|
Goodwin Investment Advisory |
21 |
- |
2023-12-31 |
12,182 |
$638,000 |
-4,959 |
|
PROEQUITIES INC. |
381 |
- |
2023-12-31 |
12,161 |
$637,000 |
9,590 |
|
Farther Finance Advisors LLC |
316 |
- |
2023-12-31 |
11,661 |
$610,000 |
1,702 |
|
AMERIPRISE FINANCIAL INC |
3317 |
*New |
2023-12-31 |
11,133 |
$583,000 |
11,133 |
|
WAGNER CAPITAL MANAGEMENT CORP |
198 |
- |
2024-03-31 |
9,741 |
$559,000 |
553 |
|
UBS Group AG |
3908 |
- |
2023-12-31 |
9,920 |
$519,000 |
4,265 |
|
Ascent Group LLC |
341 |
- |
2023-12-31 |
9,326 |
$514,000 |
-5 |
|
Mutual Advisors LLC |
637 |
*New |
2023-12-31 |
9,691 |
$507,000 |
9,691 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
152 |
*New |
2023-12-31 |
8,680 |
$454,000 |
8,680 |
|
Spectrum Planning & Advisory Services Inc. |
29 |
- |
2023-12-31 |
8,347 |
$437,000 |
3,432 |
|
GOLDMAN SACHS GROUP INC/ |
3905 |
- |
2023-12-31 |
8,346 |
$437,000 |
-54 |
|
BEACON FINANCIAL GROUP |
224 |
- |
2023-12-31 |
8,267 |
$433,000 |
1,859 |
|
Apollon Wealth Management LLC |
706 |
*New |
2023-12-31 |
8,188 |
$429,000 |
8,188 |
|
COMERICA SECURITIESINC. |
297 |
- |
2023-09-30 |
9,021 |
$427,000 |
2,705 |
|
CoreCap Advisors LLC |
381 |
- |
2023-12-31 |
7,790 |
$408,000 |
-371 |
|
Centurion Wealth Management LLC |
|
*New |
2023-12-31 |
7,727 |
$404,000 |
7,727 |
|
HARBOUR INVESTMENTS INC. |
620 |
- |
2023-12-31 |
7,433 |
$389,000 |
3,493 |
|
Spire Wealth Management |
588 |
- |
2024-03-31 |
6,719 |
$386,000 |
-754 |
|
Hoxton Planning & Management LLC |
104 |
- |
2024-03-31 |
6,439 |
$370,000 |
-284 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
351 |
- |
2023-12-31 |
6,994 |
$366,000 |
773 |
|
Gateway Wealth Partners LLC |
131 |
- |
2023-12-31 |
6,954 |
$364,000 |
1,541 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
861 |
- |
2023-12-31 |
6,854 |
$359,000 |
1,318 |
|
U.S. Capital Wealth Advisors LLC |
519 |
- |
2023-12-31 |
6,860 |
$359,000 |
1,614 |
|
Claro Advisors LLC |
285 |
*New |
2024-03-31 |
6,182 |
$355,000 |
6,182 |
|
Sugarloaf Wealth Management LLC |
109 |
- |
2024-03-31 |
5,757 |
$331,000 |
1,049 |
|
JB Capital LLC |
|
- |
2023-12-31 |
6,221 |
$326,000 |
1,312 |
|
RCS Financial Planning LLC |
60 |
- |
2024-03-31 |
5,448 |
$313,000 |
189 |
|
Focus Financial Network Inc. |
485 |
- |
2024-03-31 |
5,576 |
$305,000 |
0 |
|
WEDBUSH MORGAN SECURITIES INC |
753 |
- |
2023-12-31 |
5,820 |
$305,000 |
-291 |
|
Simplicity WealthLLC |
918 |
*New |
2024-03-31 |
5,209 |
$299,000 |
5,209 |
|
LINCOLN NATIONAL CORP |
855 |
- |
2023-12-31 |
5,690 |
$298,000 |
-123 |
|
|
100 Records found
|
1
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