|
Institutional
Holders
Total
Institutions:
|
96 8 |
|
Total
shares held :
|
21,038,330 |
|
% of shares
held :
|
23.38% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
7 |
|
Amount
of shares held :
|
1,565,947 |
|
% of shares
held change :
|
1.74% |
|
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 |
BANK OF AMERICA CORP /DE/ |
930 |
- |
2023-12-31 |
4,424,719 |
$80,751,000 |
487,827 |
|
BANK OF NEW YORK MELLON CORP |
989 |
- |
2024-03-31 |
2,975,541 |
$53,589,000 |
645,448 |
|
RAYMOND JAMES & ASSOCIATES |
471 |
- |
2024-03-31 |
2,270,524 |
$40,892,000 |
679,011 |
|
ALLIANCEBERNSTEIN L.P. |
758 |
*New |
2023-12-31 |
1,500,105 |
$27,377,000 |
1,500,105 |
|
MORGAN STANLEY |
2905 |
- |
2023-12-31 |
861,395 |
$15,720,000 |
-289,105 |
|
Streettalk Advisors LLC |
27 |
- |
2023-12-31 |
705,320 |
$12,872,000 |
46,481 |
|
CX Institutional |
48 |
- |
2024-03-31 |
642,120 |
$11,546,000 |
48,867 |
|
ENVESTNET ASSET MANAGEMENT INC |
1436 |
- |
2023-12-31 |
556,365 |
$10,154,000 |
73,664 |
|
GATEWAY ADVISORY, LLC |
9 |
*New |
2023-12-31 |
496,898 |
$9,068,000 |
496,898 |
|
AE Wealth Management LLC |
447 |
- |
2023-12-31 |
458,770 |
$8,180,000 |
154,744 |
|
STIFEL FINANCIAL CORP |
879 |
- |
2023-12-31 |
430,286 |
$7,853,000 |
306,399 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
11 |
- |
2024-03-31 |
430,409 |
$7,751,000 |
-21,480 |
|
Willis Johnson & Associates Inc. |
26 |
- |
2024-03-31 |
427,684 |
$7,703,000 |
40,774 |
|
ABLE Financial Group LLC |
|
- |
2023-12-31 |
361,899 |
$6,605,000 |
-98,723 |
|
Cyndeo Wealth Partners LLC |
52 |
- |
2024-03-31 |
354,054 |
$6,377,000 |
72,242 |
|
Manhattan West Asset Management LLC |
15 |
- |
2023-12-31 |
344,702 |
$6,291,000 |
23,129 |
|
UBS Group AG |
1931 |
- |
2023-12-31 |
298,330 |
$5,445,000 |
-98,307 |
|
Hennion & Walsh Asset Management Inc. |
88 |
- |
2024-03-31 |
266,148 |
$4,793,000 |
122,067 |
|
Tortoise Investment Management LLC |
45 |
- |
2023-12-31 |
242,608 |
$4,428,000 |
-41,085 |
|
WELLS FARGO & CO/MN |
2015 |
- |
2023-12-31 |
235,825 |
$4,304,000 |
68,197 |
|
LPL FINANCIAL CORP |
1778 |
- |
2023-12-31 |
234,189 |
$4,274,000 |
-28,328 |
|
Pineridge Advisors LLC |
|
- |
2023-12-31 |
226,364 |
$4,131,000 |
0 |
|
ATRIA INVESTMENTS LLC |
359 |
*New |
2023-12-31 |
215,216 |
$3,928,000 |
215,216 |
|
LINCOLN NATIONAL CORP |
184 |
*New |
2023-12-31 |
200,230 |
$3,654,000 |
200,230 |
|
Elmwood Wealth Management Inc. |
9 |
- |
2023-12-31 |
183,271 |
$3,345,000 |
2,720 |
|
ROYAL BANK OF CANADA |
2192 |
- |
2023-12-31 |
180,280 |
$3,290,000 |
3,456 |
|
HIGHTOWER ADVISORS, LLC |
1179 |
- |
2023-12-31 |
170,566 |
$3,110,000 |
-11,842 |
|
BB&T CORP |
1039 |
- |
2023-12-31 |
170,323 |
$3,108,000 |
-1,032 |
|
AlphaQ Advisors LLC |
9 |
- |
2023-12-31 |
158,683 |
$2,896,000 |
116,036 |
|
VCI Wealth Management LLC |
14 |
- |
2024-03-31 |
149,719 |
$2,696,000 |
-17,767 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1490 |
- |
2024-03-31 |
144,624 |
$2,605,000 |
-557,919 |
|
Arden Trust Co |
47 |
- |
2024-03-31 |
141,882 |
$2,555,000 |
6,227 |
|
AMERIPRISE FINANCIAL INC |
2691 |
- |
2023-12-31 |
136,825 |
$2,511,000 |
75,175 |
|
SYKON CAPITAL LLC |
33 |
*New |
2023-12-31 |
135,454 |
$2,472,000 |
135,454 |
|
MidWestOne Financial Group Inc. |
65 |
- |
2023-12-31 |
106,598 |
$1,945,000 |
-31,229 |
|
McAdam LLC |
87 |
- |
2024-03-31 |
100,008 |
$1,801,000 |
-4,279 |
|
Altus Wealth Group LLC |
28 |
- |
2023-12-31 |
82,737 |
$1,510,000 |
-37,210 |
|
Evergreen Private Wealth LLC |
43 |
- |
2024-03-31 |
81,791 |
$1,473,000 |
81,045 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
250 |
- |
2023-12-31 |
66,710 |
$1,217,000 |
-6,510 |
|
BARTLETT & CO. LLC |
251 |
- |
2023-12-31 |
66,710 |
$1,213,000 |
-6,510 |
|
Bowman & Co S.C. |
52 |
*New |
2024-03-31 |
54,412 |
$980,000 |
54,412 |
|
Change Path LLC |
259 |
- |
2023-12-31 |
51,423 |
$938,000 |
51,423 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2315 |
- |
2024-03-31 |
49,489 |
$891,000 |
8,553 |
|
FOCUS Wealth Advisors LLC |
38 |
- |
2024-03-31 |
48,306 |
$870,000 |
21,525 |
|
CFO4Life Group LLC |
|
*New |
2023-12-31 |
47,480 |
$867,000 |
47,480 |
|
Kestra Advisory Services LLC |
1202 |
- |
2023-12-31 |
47,165 |
$861,000 |
21,064 |
|
Hedeker Wealth Management Group LLC |
78 |
- |
2024-03-31 |
44,174 |
$796,000 |
-25,455 |
|
H D Vest Advisory Services |
803 |
- |
2023-12-31 |
42,826 |
$782,000 |
24,528 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
229 |
- |
2023-12-31 |
41,609 |
$759,000 |
-9,943 |
|
Ausdal Financial Partners Inc. |
215 |
- |
2024-03-31 |
39,293 |
$708,000 |
165 |
|
Capital Advisors Wealth Management LLC |
70 |
- |
2024-03-31 |
39,191 |
$706,000 |
15,225 |
|
CFG ASSET MANAGEMENT LLC |
129 |
- |
2023-12-31 |
38,473 |
$702,000 |
-2,532 |
|
AlphaStar Capital Management LLC |
152 |
- |
2023-12-31 |
36,532 |
$667,000 |
797 |
|
JANNEY MONTGOMERY SCOTT LLC |
1772 |
- |
2024-03-31 |
36,001 |
$648,000 |
21,048 |
|
MML INVESTORS SERVICES LLC |
1648 |
- |
2023-12-31 |
32,836 |
$599,000 |
4,476 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
2126 |
- |
2024-03-31 |
33,086 |
$596,000 |
193 |
|
Westside Investment Management Inc. |
132 |
- |
2024-03-31 |
32,800 |
$591,000 |
6,643 |
|
Private Advisor Group LLC |
1370 |
- |
2023-12-31 |
31,920 |
$583,000 |
-2,790 |
|
HANSON MCCLAIN, INC. |
519 |
- |
2024-03-31 |
31,913 |
$575,000 |
0 |
|
IFP Advisors Inc |
544 |
- |
2023-12-31 |
29,286 |
$534,000 |
0 |
|
FOSTER & MOTLEY INC |
270 |
- |
2024-03-31 |
26,280 |
$473,000 |
9,500 |
|
Pensionmark Financial Group LLC |
240 |
- |
2023-12-31 |
24,468 |
$447,000 |
3,788 |
|
Advisor Group Holdings Inc. |
3302 |
- |
2023-12-31 |
22,556 |
$412,000 |
-35,506 |
|
Keystone Financial Group |
192 |
- |
2023-12-31 |
19,169 |
$350,000 |
-49,974 |
|
WEST MICHIGAN ADVISORS LLC |
110 |
- |
2023-12-31 |
16,549 |
$302,000 |
1,139 |
|
Financial Advocates Investment Management |
557 |
- |
2023-12-31 |
16,286 |
$296,000 |
161 |
|
FINANCIAL NETWORK |
2270 |
- |
2023-12-31 |
15,830 |
$289,000 |
5,746 |
|
CAP Partners LLC |
94 |
*New |
2024-03-31 |
15,005 |
$270,000 |
15,005 |
|
Rehmann Capital Advisory Group |
487 |
- |
2023-12-31 |
13,315 |
$243,000 |
-1,257 |
|
J P MORGAN CHASE & CO |
4124 |
- |
2023-12-31 |
12,427 |
$227,000 |
-98,254 |
|
JONES FINANCIAL COMPANIES LLLP |
320 |
*New |
2023-12-31 |
11,621 |
$212,000 |
11,621 |
|
Rockefeller Capital Management L.P. |
1521 |
*New |
2023-12-31 |
11,219 |
$205,000 |
11,219 |
|
COLLECTIVE FAMILY OFFICE LLC |
173 |
- |
2024-03-31 |
11,302 |
$204,000 |
2 |
|
Redhawk Wealth Advisors Inc. |
283 |
*New |
2023-12-31 |
10,960 |
$200,000 |
10,960 |
|
EAGLE ASSET MANAGEMENT INC |
544 |
*New |
2023-12-31 |
10,681 |
$195,000 |
10,681 |
|
PNC FINANCIAL SERVICES GROUP INC |
2445 |
*New |
2023-12-31 |
6,900 |
$126,000 |
6,900 |
|
Transcendent Capital Group LLC |
116 |
- |
2024-03-31 |
4,400 |
$80,000 |
0 |
|
Versant Capital Management Inc |
245 |
- |
2024-03-31 |
3,488 |
$63,000 |
0 |
|
GAMMA Investing LLC |
949 |
*New |
2024-03-31 |
3,091 |
$56,000 |
3,091 |
|
ADVISORY SERVICES NETWORK, LLC |
1944 |
- |
2023-12-31 |
3,000 |
$55,000 |
3,000 |
|
HARBOUR INVESTMENTS INC. |
1458 |
*New |
2023-12-31 |
2,763 |
$50,000 |
2,763 |
|
PRIVATE TRUST CO NA |
1149 |
- |
2024-03-31 |
2,451 |
$44,000 |
-9 |
|
Steward Partners Investment Advisory LLC |
2094 |
- |
2023-12-31 |
2,078 |
$38,000 |
-385,213 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
143 |
- |
2023-12-31 |
1,900 |
$35,000 |
0 |
|
Global Retirement Partners LLC |
1573 |
- |
2024-03-31 |
1,829 |
$33,000 |
-160 |
|
BANK OF MONTREAL /CAN/ |
3113 |
- |
2023-12-31 |
1,500 |
$27,000 |
1,493 |
|
Aspire Private Capital LLC |
292 |
- |
2024-03-31 |
1,428 |
$26,000 |
0 |
|
Northwest Capital Management Inc |
285 |
- |
2024-03-31 |
1,447 |
$26,000 |
4 |
|
CWM LLC |
2717 |
- |
2024-03-31 |
1,456 |
$26,000 |
13 |
|
PROEQUITIES INC. |
1418 |
- |
2023-12-31 |
1,336 |
$24,000 |
0 |
|
VAN ECK ASSOCIATES CORP |
1309 |
- |
2024-03-31 |
1,141 |
$21,000 |
10 |
|
Aptus Capital Advisors LLC |
731 |
*New |
2023-12-31 |
1,166 |
$21,000 |
1,166 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
2400 |
*New |
2023-12-31 |
979 |
$18,000 |
979 |
|
Concord Wealth Partners |
532 |
*New |
2023-12-31 |
710 |
$13,000 |
710 |
|
Emerald Investment Partners LLC |
431 |
- |
2024-03-31 |
418 |
$8,000 |
-836 |
|
Scarborough Advisors LLC |
407 |
*New |
2023-12-31 |
434 |
$8,000 |
434 |
|
EPG Wealth Management LLC |
407 |
- |
2023-12-31 |
193 |
$3,000 |
0 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
5761 |
*Closed |
2023-12-31 |
0 |
$0 |
-10,284 |
|
Virtue Capital Management LLC |
380 |
*Closed |
2023-12-31 |
0 |
$0 |
-14,000 |
|
BENJAMIN EDWARDS INC |
733 |
*Closed |
2024-03-31 |
0 |
$0 |
-1,689 |
|
|
100 Records found
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1
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