|
Institutional
Holders
Total
Institutions:
|
93 8 |
|
Total
shares held :
|
21,805,289 |
|
% of shares
held :
|
24.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
39 |
|
Amount
of shares held :
|
5,417,300 |
|
% of shares
held change :
|
6.02% |
|
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 |
MORGAN STANLEY |
1574 |
- |
2024-03-31 |
2,502,663 |
$61,040,000 |
174,706 |
|
UBS Group AG |
893 |
- |
2024-03-31 |
1,510,106 |
$36,831,000 |
150,267 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
343 |
- |
2024-03-31 |
1,400,644 |
$34,162,000 |
256,090 |
|
Schneider Downs Wealth Management Advisors LP |
4 |
- |
2024-03-31 |
1,132,112 |
$27,612,000 |
176,648 |
|
LPL FINANCIAL CORP |
822 |
- |
2024-03-31 |
1,062,046 |
$25,903,000 |
38,139 |
|
IAG Wealth Partners LLC |
5 |
- |
2024-03-31 |
991,322 |
$24,178,000 |
61,489 |
|
Pallas Capital Advisors LLC |
10 |
- |
2024-03-31 |
899,803 |
$21,946,000 |
89,368 |
|
TruWealth Advisors LLC |
30 |
- |
2024-03-31 |
613,630 |
$14,966,000 |
74,673 |
|
FINANCIAL NETWORK |
310 |
- |
2024-03-31 |
526,017 |
$12,830,000 |
21,357 |
|
STIFEL FINANCIAL CORP |
833 |
- |
2024-03-31 |
391,561 |
$9,550,000 |
16,476 |
|
GREAT VALLEY ADVISOR GROUP INC. |
92 |
- |
2024-03-31 |
386,317 |
$9,422,000 |
14,920 |
|
ENVESTNET ASSET MANAGEMENT INC |
1668 |
- |
2024-03-31 |
325,722 |
$7,944,000 |
36,383 |
|
PFS INVESTMENTS INC. |
163 |
- |
2023-06-30 |
311,672 |
$7,592,000 |
2,888 |
|
BB&T CORP |
779 |
- |
2024-03-31 |
265,978 |
$6,487,000 |
15,132 |
|
Prestige Wealth Management Group LLC |
21 |
- |
2024-03-31 |
239,145 |
$5,833,000 |
47,692 |
|
Dynamic Advisors Solutions LLC |
138 |
- |
2024-03-31 |
235,396 |
$5,741,000 |
19,640 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1118 |
- |
2024-03-31 |
218,128 |
$5,320,000 |
18,190 |
|
PFG FINANCIAL ADVISORS |
36 |
- |
2024-03-31 |
199,769 |
$4,872,000 |
6,317 |
|
Bernardo Wealth Planning LLC |
21 |
- |
2024-03-31 |
185,841 |
$4,533,000 |
5,596 |
|
RAYMOND JAMES & ASSOCIATES |
1903 |
- |
2024-03-31 |
121,953 |
$2,974,000 |
14,916 |
|
Main Street Financial Solutions LLC |
67 |
- |
2024-03-31 |
117,564 |
$2,867,000 |
2,862 |
|
Cypress Point Wealth Management LLC |
18 |
- |
2024-03-31 |
106,930 |
$2,608,000 |
17,645 |
|
QUANTITATIVE ADVANTAGE LLC |
57 |
- |
2023-03-31 |
103,518 |
$2,546,000 |
21,159 |
|
J P MORGAN CHASE & CO |
2861 |
- |
2024-03-31 |
101,102 |
$2,466,000 |
7,523 |
|
MML INVESTORS SERVICES LLC |
998 |
- |
2024-03-31 |
91,306 |
$2,227,000 |
14,993 |
|
ROYAL BANK OF CANADA |
2507 |
- |
2024-03-31 |
83,693 |
$2,041,000 |
8,468 |
|
Landmark Wealth Management LLC |
33 |
- |
2024-03-31 |
69,825 |
$1,703,000 |
5,392 |
|
JOURNEY STRATEGIC WEALTH LLC |
54 |
- |
2024-03-31 |
61,269 |
$1,494,000 |
4,211 |
|
Kuhn & Co Investment Counsel |
20 |
- |
2024-03-31 |
58,659 |
$1,431,000 |
6,026 |
|
Evergreen Private Wealth LLC |
47 |
- |
2024-03-31 |
49,760 |
$1,214,000 |
4,074 |
|
COMERICA BANK |
1447 |
- |
2024-03-31 |
48,713 |
$1,188,000 |
1,349 |
|
AdvisorNet Financial Inc |
200 |
- |
2024-03-31 |
42,731 |
$1,042,000 |
862 |
|
SWMG LLC |
41 |
- |
2024-03-31 |
37,460 |
$914,000 |
369 |
|
JANE STREET GROUP LLC |
3215 |
- |
2024-03-31 |
36,261 |
$884,000 |
36,261 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1897 |
- |
2024-03-31 |
35,536 |
$867,000 |
11,035 |
|
PARK AVENUE SECURITIES LLC |
723 |
- |
2024-03-31 |
35,387 |
$863,000 |
6,416 |
|
HIGHTOWER ADVISORS, LLC |
1869 |
- |
2024-03-31 |
34,799 |
$850,000 |
357 |
|
Redhawk Wealth Advisors Inc. |
132 |
- |
2024-03-31 |
34,298 |
$837,000 |
4,585 |
|
TITLEIST ASSET MANAGEMENT LLC |
113 |
- |
2024-03-31 |
33,741 |
$823,000 |
3,745 |
|
Opes Wealth Management LLC |
69 |
- |
2024-03-31 |
29,540 |
$720,000 |
5,540 |
|
TCG Advisory Services LLC |
226 |
- |
2024-03-31 |
27,809 |
$678,000 |
3,589 |
|
Western Wealth Management LLC |
305 |
- |
2024-03-31 |
26,996 |
$658,000 |
9,660 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1565 |
- |
2024-03-31 |
20,910 |
$510,000 |
5,503 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3569 |
- |
2024-03-31 |
18,314 |
$447,000 |
18,314 |
|
LINCOLN NATIONAL CORP |
783 |
- |
2024-03-31 |
18,159 |
$443,000 |
2,679 |
|
FLOW TRADERS U.S. LLC |
479 |
- |
2024-03-31 |
17,335 |
$423,000 |
17,335 |
|
MBE Wealth Management LLC |
58 |
- |
2024-03-31 |
16,167 |
$394,000 |
222 |
|
Kestra Advisory Services LLC |
1856 |
- |
2024-03-31 |
14,800 |
$361,000 |
4,214 |
|
PRUDENTIAL FINANCIAL INC |
2314 |
- |
2024-03-31 |
13,088 |
$319,000 |
2,271 |
|
Lokken Investment Group LLC |
114 |
- |
2024-03-31 |
11,042 |
$269,000 |
2,753 |
|
Goss Wealth Management LLC |
1775 |
- |
2024-03-31 |
9,161 |
$223,000 |
82 |
|
Visionary Wealth Advisors |
469 |
- |
2024-03-31 |
8,443 |
$206,000 |
74 |
|
Wiser Advisor Group LLC |
58 |
- |
2024-03-31 |
5,107 |
$125,000 |
46 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1169 |
- |
2024-03-31 |
2,017 |
$49,000 |
120 |
|
|
54 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|