|
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 |
ENVESTNET ASSET MANAGEMENT INC |
158 |
- |
2024-03-31 |
5,822,414 |
$334,265,000 |
5,780 |
|
CREDIT SUISSE/ |
194 |
- |
2024-03-31 |
1,785,000 |
$102,477,000 |
200,000 |
|
J P MORGAN CHASE & CO |
1288 |
- |
2024-03-31 |
680,945 |
$39,093,000 |
31,775 |
|
LPL FINANCIAL CORP |
796 |
- |
2024-03-31 |
479,166 |
$27,509,000 |
93,261 |
|
MML INVESTORS SERVICES LLC |
239 |
- |
2024-03-31 |
365,511 |
$20,984,000 |
10,359 |
|
JANNEY MONTGOMERY SCOTT LLC |
718 |
- |
2024-03-31 |
97,495 |
$5,597,000 |
5,714 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
398 |
- |
2024-03-31 |
96,322 |
$5,530,000 |
5,643 |
|
Horst & Graben Wealth Management LLC |
21 |
- |
2024-03-31 |
87,352 |
$5,015,000 |
5,415 |
|
ROYAL BANK OF CANADA |
1932 |
- |
2024-03-31 |
82,898 |
$4,758,000 |
5,676 |
|
Integrated Wealth Concepts LLC |
306 |
- |
2024-03-31 |
68,614 |
$3,939,000 |
2,452 |
|
WEALTHSOURCE PARTNERS LLC |
68 |
- |
2023-12-31 |
69,232 |
$3,624,000 |
10,491 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
974 |
- |
2024-03-31 |
62,594 |
$3,594,000 |
7,090 |
|
MULTIFINANCIAL SECURITIES CORP |
595 |
- |
2024-03-31 |
58,145 |
$3,338,000 |
27,901 |
|
SigFig Wealth Management LLC |
66 |
- |
2024-03-31 |
50,967 |
$2,926,000 |
50 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1040 |
- |
2024-03-31 |
50,792 |
$2,916,000 |
3,519 |
|
BANK OF NEW YORK MELLON CORP |
2609 |
- |
2024-03-31 |
46,678 |
$2,680,000 |
165 |
|
HPM Partners LLC |
869 |
- |
2024-03-31 |
46,106 |
$2,647,000 |
78 |
|
Resources Investment Advisors Inc. |
293 |
- |
2024-03-31 |
42,307 |
$2,429,000 |
1,411 |
|
GOLDMAN SACHS GROUP INC/ |
3065 |
- |
2024-03-31 |
41,503 |
$2,383,000 |
33,157 |
|
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 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1809 |
- |
2024-03-31 |
32,947 |
$1,892,000 |
1,567 |
|
Snowden Capital Advisors LLC |
380 |
- |
2024-03-31 |
26,568 |
$1,525,000 |
438 |
|
H D Vest Advisory Services |
639 |
- |
2024-03-31 |
24,379 |
$1,400,000 |
5,838 |
|
Orion Portfolio Solutions LLC |
865 |
- |
2024-03-31 |
22,751 |
$1,306,000 |
927 |
|
TOWNSQUARE CAPITAL LLC |
590 |
- |
2024-03-31 |
22,324 |
$1,282,000 |
1,081 |
|
Keystone Financial Services |
25 |
- |
2023-12-31 |
20,660 |
$1,081,000 |
5,437 |
|
Perigon Wealth Management LLC |
371 |
- |
2024-03-31 |
17,307 |
$994,000 |
1,883 |
|
NATIONAL ASSET MANAGEMENT, INC. |
548 |
- |
2024-03-31 |
19,515 |
$923,000 |
5,021 |
|
Change Path LLC |
411 |
- |
2024-03-31 |
15,001 |
$861,000 |
9,957 |
|
DOHJ LLC |
83 |
- |
2024-03-31 |
14,608 |
$839,000 |
354 |
|
PROEQUITIES INC. |
336 |
- |
2024-03-31 |
14,539 |
$835,000 |
2,378 |
|
Sowell Financial Services LLC |
375 |
- |
2024-03-31 |
14,479 |
$831,000 |
14,479 |
|
LINCOLN NATIONAL CORP |
590 |
- |
2024-03-31 |
13,469 |
$773,000 |
7,779 |
|
Buttonwood Financial Group LLC |
22 |
- |
2024-03-31 |
11,846 |
$680,000 |
2,761 |
|
UBS Group AG |
3889 |
- |
2024-03-31 |
11,106 |
$638,000 |
1,186 |
|
WAGNER CAPITAL MANAGEMENT CORP |
198 |
- |
2024-03-31 |
9,741 |
$559,000 |
553 |
|
Buck Wealth Strategies LLC |
56 |
- |
2024-03-31 |
9,090 |
$522,000 |
9,090 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
336 |
- |
2024-03-31 |
8,171 |
$469,000 |
1,177 |
|
Spectrum Planning & Advisory Services Inc. |
29 |
- |
2023-12-31 |
8,347 |
$437,000 |
3,432 |
|
COMERICA SECURITIESINC. |
297 |
- |
2023-09-30 |
9,021 |
$427,000 |
2,705 |
|
WEDBUSH MORGAN SECURITIES INC |
726 |
- |
2024-03-31 |
7,091 |
$407,000 |
1,271 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
895 |
- |
2024-03-31 |
6,875 |
$395,000 |
21 |
|
JB Capital LLC |
156 |
- |
2024-03-31 |
6,822 |
$392,000 |
601 |
|
HARBOUR INVESTMENTS INC. |
620 |
- |
2023-12-31 |
7,433 |
$389,000 |
3,493 |
|
Capital Analysts Inc. |
358 |
- |
2024-03-31 |
6,301 |
$362,000 |
1,202 |
|
Sugarloaf Wealth Management LLC |
109 |
- |
2024-03-31 |
5,757 |
$331,000 |
1,049 |
|
RCS Financial Planning LLC |
60 |
- |
2024-03-31 |
5,448 |
$313,000 |
189 |
|
CFS Investment Advisory Services LLC |
139 |
- |
2024-03-31 |
4,906 |
$282,000 |
87 |
|
Talisman Wealth Advisors LLC |
80 |
- |
2024-03-31 |
4,102 |
$236,000 |
12 |
|
AdvisorNet Financial Inc |
550 |
- |
2024-03-31 |
2,368 |
$136,000 |
28 |
|
OLIVER LAGORE VANVALIN INVESTMENT GROUP |
151 |
- |
2024-03-31 |
2,318 |
$133,000 |
4 |
|
LGT Financial Advisors LLC |
159 |
- |
2024-03-31 |
2,165 |
$124,000 |
6 |
|
MORGAN STANLEY |
6236 |
- |
2024-03-31 |
368 |
$21,000 |
307 |
|
FMR LLC |
4577 |
- |
2024-03-31 |
12 |
$1,000 |
12 |
|
|
55 Records found
|
1
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