|
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 |
|
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 |
|
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 |
|
Willis Johnson & Associates Inc. |
26 |
- |
2024-03-31 |
427,684 |
$7,703,000 |
40,774 |
|
ABLE Financial Group LLC |
11 |
- |
2024-03-31 |
375,195 |
$6,757,000 |
13,296 |
|
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 |
|
Hennion & Walsh Asset Management Inc. |
88 |
- |
2024-03-31 |
266,148 |
$4,793,000 |
122,067 |
|
LPL FINANCIAL CORP |
1889 |
- |
2024-03-31 |
238,357 |
$4,293,000 |
4,168 |
|
LINCOLN NATIONAL CORP |
197 |
- |
2024-03-31 |
212,519 |
$3,827,000 |
12,289 |
|
HIGHTOWER ADVISORS, LLC |
1076 |
- |
2024-03-31 |
207,723 |
$3,735,000 |
37,157 |
|
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 |
|
AlphaQ Advisors LLC |
14 |
- |
2024-03-31 |
172,423 |
$3,105,000 |
13,740 |
|
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 |
|
Evergreen Private Wealth LLC |
43 |
- |
2024-03-31 |
81,791 |
$1,473,000 |
81,045 |
|
BARTLETT & CO. WEALTH MANAGEMENT LLC |
247 |
- |
2024-03-31 |
67,810 |
$1,221,000 |
1,100 |
|
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 |
|
Kestra Advisory Services LLC |
1202 |
- |
2023-12-31 |
47,165 |
$861,000 |
21,064 |
|
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 |
|
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 |
|
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 |
|
Financial Advocates Investment Management |
544 |
- |
2024-03-31 |
19,340 |
$340,000 |
3,054 |
|
WEST MICHIGAN ADVISORS LLC |
110 |
- |
2023-12-31 |
16,549 |
$302,000 |
1,139 |
|
FINANCIAL NETWORK |
2270 |
- |
2023-12-31 |
15,830 |
$289,000 |
5,746 |
|
Rehmann Capital Advisory Group |
508 |
- |
2024-03-31 |
13,510 |
$243,000 |
195 |
|
COLLECTIVE FAMILY OFFICE LLC |
173 |
- |
2024-03-31 |
11,302 |
$204,000 |
2 |
|
Transcendent Capital Group LLC |
147 |
- |
2024-03-31 |
4,825 |
$87,000 |
425 |
|
PROEQUITIES INC. |
1234 |
- |
2024-03-31 |
2,468 |
$44,000 |
1,132 |
|
BANK OF MONTREAL /CAN/ |
3113 |
- |
2023-12-31 |
1,500 |
$27,000 |
1,493 |
|
Northwest Capital Management Inc |
285 |
- |
2024-03-31 |
1,447 |
$26,000 |
4 |
|
CWM LLC |
2717 |
- |
2024-03-31 |
1,456 |
$26,000 |
13 |
|
VAN ECK ASSOCIATES CORP |
1309 |
- |
2024-03-31 |
1,141 |
$21,000 |
10 |
|
|
45 Records found
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1
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