|
Institutional
Holders
Total
Institutions:
|
656 0 |
|
Total
shares held :
|
56,535,252 |
|
% of shares
held :
|
65.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-3 |
|
Amount
of shares held :
|
1,804,567 |
|
% of shares
held change :
|
2.1% |
|
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 |
180 |
- |
2023-12-31 |
12,321,958 |
$1,173,051,000 |
-177,938 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
87 |
- |
2024-03-31 |
1,486,634 |
$150,760,000 |
-11,688 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
100 |
- |
2024-03-31 |
1,123,231 |
$113,907,000 |
-38,014 |
|
AMERIPRISE FINANCIAL INC |
607 |
- |
2023-12-31 |
832,787 |
$79,263,000 |
-13,977 |
|
Advisor Group Holdings Inc. |
150 |
- |
2023-12-31 |
800,575 |
$76,233,000 |
-264,192 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
135 |
- |
2023-09-30 |
687,558 |
$60,883,000 |
-87,151 |
|
JANNEY MONTGOMERY SCOTT LLC |
129 |
- |
2024-03-31 |
515,079 |
$52,234,000 |
-26,713 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
98 |
- |
2024-03-31 |
469,798 |
$47,642,000 |
-11,206 |
|
ForthRight Wealth Management LLC |
2 |
- |
2024-03-31 |
352,031 |
$35,699,000 |
-1,857 |
|
ENVESTNET ASSET MANAGEMENT INC |
767 |
- |
2023-12-31 |
360,046 |
$34,276,000 |
-51,669 |
|
STIFEL FINANCIAL CORP |
408 |
- |
2023-12-31 |
289,105 |
$27,523,000 |
-35,464 |
|
Hantz Financial Services Inc. |
8 |
- |
2023-12-31 |
276,577 |
$26,330,000 |
-51,009 |
|
FINANCIAL NETWORK |
177 |
- |
2023-12-31 |
219,272 |
$20,875,000 |
-21,006 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
281 |
- |
2023-12-31 |
218,439 |
$20,795,000 |
-42,576 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
179,592 |
$17,097,000 |
-2,863 |
|
HIGHTOWER ADVISORS, LLC |
539 |
- |
2023-12-31 |
165,063 |
$15,707,000 |
-70,325 |
|
Personal Resources Investment & Strategic Manageme |
7 |
- |
2024-03-31 |
153,579 |
$15,574,000 |
-4,429 |
|
ESSEX FINANCIAL SERVICES INC |
13 |
- |
2024-03-31 |
151,118 |
$15,325,000 |
-87 |
|
SMITH MOORE & CO. |
13 |
- |
2023-12-31 |
147,544 |
$13,696,000 |
-303 |
|
Apexium Financial LP |
18 |
- |
2024-03-31 |
111,006 |
$11,257,000 |
-1,183 |
|
MARINER WEALTH ADVISORS, LLC |
449 |
- |
2023-12-31 |
115,050 |
$10,953,000 |
-1,848 |
|
SMITH SHELLNUT WILSON LLC /ADV |
|
- |
2024-03-31 |
104,399 |
$10,587,000 |
-1,404 |
|
MML INVESTORS SERVICES LLC |
358 |
- |
2023-12-31 |
110,903 |
$10,558,000 |
-96,620 |
|
OPPENHEIMER & CO INC |
116 |
- |
2023-12-31 |
107,557 |
$10,239,000 |
-2,351 |
|
Kraft Davis & Associates LLC |
12 |
- |
2023-12-31 |
104,198 |
$9,872,000 |
-1,561 |
|
First Personal Financial Services |
12 |
- |
2024-03-31 |
96,586 |
$9,795,000 |
-387 |
|
Cetera Investment Advisers |
243 |
- |
2023-12-31 |
99,492 |
$9,472,000 |
-10,902 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
500 |
- |
2024-03-31 |
90,333 |
$9,161,000 |
-17,616 |
|
InterOcean Capital Group LLC |
81 |
- |
2023-12-31 |
94,125 |
$8,961,000 |
-6,690 |
|
LEGACY PRIVATE TRUST CO. |
36 |
- |
2024-03-31 |
85,552 |
$8,676,000 |
-10,075 |
|
Goss Wealth Management LLC |
228 |
- |
2023-12-31 |
88,943 |
$8,445,000 |
-27,093 |
|
GRAYHAWK INVESTMENT STRATEGIES INC. |
4 |
- |
2023-12-31 |
87,961 |
$8,374,000 |
-6,900 |
|
Apollon Financial LLC |
|
- |
2024-03-31 |
82,174 |
$8,333,000 |
-588 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
159 |
- |
2024-03-31 |
81,443 |
$8,259,000 |
-5,390 |
|
NEWMAN DIGNAN & SHEERAR, INC. |
|
- |
2024-03-31 |
78,851 |
$7,996,000 |
-686 |
|
Spire Wealth Management |
109 |
- |
2024-03-31 |
76,173 |
$7,725,000 |
-1,122 |
|
CREATIVE PLANNING |
446 |
- |
2023-12-31 |
80,839 |
$7,696,000 |
-340 |
|
Allen Capital Group LLC |
22 |
- |
2024-03-31 |
72,433 |
$7,345,000 |
-866 |
|
Connecticut Wealth Management LLC |
|
- |
2024-03-31 |
71,377 |
$7,238,000 |
-1,347 |
|
SUMITOMO MITSUI TRUST HOLDINGS, INC. |
790 |
- |
2024-03-31 |
71,000 |
$7,200,000 |
-36,200 |
|
Cypress Capital LLC |
12 |
- |
2023-12-31 |
75,373 |
$7,175,000 |
-3,516 |
|
US BANCORP |
492 |
- |
2023-12-31 |
74,432 |
$7,086,000 |
-701 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
37 |
- |
2023-12-31 |
74,236 |
$7,067,000 |
-3,051 |
|
Jacobi Capital Management LLC |
23 |
- |
2023-12-31 |
71,685 |
$6,824,000 |
-2,896 |
|
Ratio Wealth Group |
24 |
- |
2023-12-31 |
71,642 |
$6,820,000 |
-11,877 |
|
NorthCrest Asset Manangement LLC |
121 |
- |
2024-03-31 |
66,610 |
$6,755,000 |
-1,081 |
|
Farther Finance Advisors LLC |
51 |
- |
2023-12-31 |
58,837 |
$5,601,000 |
-4,005 |
|
PARAGON CAPITAL MANAGEMENT LTD |
17 |
- |
2024-03-31 |
54,346 |
$5,511,000 |
-7,930 |
|
Concord Wealth Partners |
|
- |
2024-03-31 |
49,719 |
$5,042,000 |
-664 |
|
WEDBUSH MORGAN SECURITIES INC |
73 |
- |
2023-12-31 |
52,749 |
$5,022,000 |
-3,310 |
|
IHT Wealth Management LLC |
96 |
- |
2023-12-31 |
52,601 |
$5,008,000 |
-9,260 |
|
PRIVATE CAPITAL MANAGEMENT LLC |
18 |
- |
2024-03-31 |
49,316 |
$5,001,000 |
-1,777 |
|
AAFMAA Wealth Management & Trust LLC |
9 |
- |
2024-03-31 |
46,914 |
$4,758,000 |
-2,354 |
|
REDMONT WEALTH ADVISORS LLC |
2 |
- |
2024-03-31 |
45,444 |
$4,608,000 |
-7,253 |
|
AE Wealth Management LLC |
625 |
- |
2023-12-31 |
47,810 |
$4,537,000 |
-15,041 |
|
Private Capital Management LLC |
33 |
- |
2023-12-31 |
46,495 |
$4,426,000 |
-520 |
|
TAP Consulting LLC |
27 |
- |
2024-03-31 |
43,426 |
$4,404,000 |
-51,212 |
|
SYNTAX RESEARCH INC. |
8 |
- |
2023-12-31 |
45,069 |
$4,291,000 |
-440 |
|
Emerald Investment Partners LLC |
36 |
- |
2024-03-31 |
41,883 |
$4,247,000 |
-10,957 |
|
DONALDSON CAPITAL MANAGEMENT LLC |
64 |
- |
2024-03-31 |
41,743 |
$4,233,000 |
-8,436 |
|
KICKSTAND VENTURES LLC. |
29 |
- |
2023-12-31 |
43,731 |
$4,163,000 |
-20,769 |
|
PRUDENTIAL FINANCIAL INC |
1043 |
- |
2023-12-31 |
42,665 |
$4,062,000 |
-27,127 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
116 |
- |
2023-12-31 |
41,050 |
$3,908,000 |
-72 |
|
Paladin Advisory Group LLC |
7 |
- |
2023-12-31 |
40,460 |
$3,852,000 |
-4,738 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
39,640 |
$3,774,000 |
-5,759 |
|
ATRIA INVESTMENTS LLC |
389 |
- |
2023-12-31 |
37,373 |
$3,558,000 |
-3,966 |
|
DAVENPORT & CO LLC |
|
- |
2024-03-31 |
34,276 |
$3,476,000 |
-1,030 |
|
Qube Research & Technologies Ltd |
1043 |
- |
2023-12-31 |
35,999 |
$3,427,000 |
-6,297 |
|
Prosperity Financial Group Inc. |
10 |
- |
2023-12-31 |
35,845 |
$3,412,000 |
-2,016 |
|
CAPTRUST FINANCIAL ADVISORS |
716 |
- |
2023-12-31 |
33,989 |
$3,236,000 |
-7,240 |
|
Apollon Wealth Management LLC |
|
- |
2024-03-31 |
31,053 |
$3,149,000 |
-1,771 |
|
Benedetti & Gucer Inc. |
14 |
- |
2023-12-31 |
33,040 |
$3,145,000 |
-1,181 |
|
First Capital Advisors Group LLC. |
16 |
- |
2023-06-30 |
33,102 |
$3,121,000 |
-560 |
|
PARK AVENUE SECURITIES LLC |
294 |
- |
2024-03-31 |
29,576 |
$2,999,000 |
-85 |
|
Tyler-Stone Wealth Management |
12 |
- |
2023-12-31 |
30,445 |
$2,898,000 |
-2,749 |
|
NATIONAL ASSET MANAGEMENT, INC. |
266 |
- |
2023-12-31 |
30,377 |
$2,892,000 |
-3,505 |
|
Continuum Advisory LLC |
50 |
- |
2023-12-31 |
29,717 |
$2,829,000 |
-2,585 |
|
Global Retirement Partners LLC |
193 |
- |
2024-03-31 |
27,726 |
$2,812,000 |
-2,159 |
|
RMB CAPITAL MANAGEMENT LLC |
204 |
- |
2023-12-31 |
29,516 |
$2,810,000 |
-2,988 |
|
Breakwater Capital Group |
40 |
- |
2024-03-31 |
26,817 |
$2,720,000 |
-4,946 |
|
RAYMOND JAMES TRUST CO |
259 |
- |
2024-03-31 |
26,632 |
$2,701,000 |
-138 |
|
Integrated Wealth Concepts LLC |
379 |
- |
2023-12-31 |
27,726 |
$2,640,000 |
-8,294 |
|
Autumn Glory Partners LLC |
|
- |
2024-03-31 |
25,909 |
$2,627,000 |
-1,238 |
|
Ameritas Advisory Services LLC |
143 |
- |
2023-12-31 |
26,988 |
$2,571,000 |
-7,647 |
|
ATLAS BROWNINC |
30 |
- |
2024-03-31 |
24,678 |
$2,503,000 |
-13 |
|
Sound View Wealth Advisors Group LLC |
84 |
- |
2023-12-31 |
25,950 |
$2,470,000 |
-3,057 |
|
LIBERTY ONE INVESTMENT MANAGEMENT LLC |
|
- |
2024-03-31 |
24,292 |
$2,463,000 |
-839 |
|
FLAGSHIP HARBOR ADVISORS LLC |
137 |
- |
2024-03-31 |
24,074 |
$2,441,000 |
-973 |
|
KINGSWOOD WEALTH ADVISORS LLC |
77 |
- |
2024-03-31 |
23,885 |
$2,422,000 |
-3,101 |
|
FIRST COMMONWEALTH FINANCIAL CORP /PA/ |
20 |
- |
2023-12-31 |
23,367 |
$2,225,000 |
-3,836 |
|
SPRENG CAPITAL MANAGEMENT INC. |
17 |
- |
2023-12-31 |
21,766 |
$2,072,000 |
-2,155 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1878 |
- |
2023-12-31 |
21,248 |
$2,023,000 |
-5,802 |
|
WC Walker & Associates Inc. |
28 |
- |
2022-12-31 |
22,091 |
$2,010,000 |
-81 |
|
ESTATE COUNSELORS, LLC |
|
- |
2023-12-31 |
21,025 |
$2,002,000 |
-49,538 |
|
SeaCrest Wealth Management LLC |
76 |
- |
2024-03-31 |
19,649 |
$1,993,000 |
-1,649 |
|
ADVISORY SERVICES NETWORK, LLC |
446 |
- |
2023-12-31 |
19,305 |
$1,838,000 |
-2,457 |
|
MONEY CONCEPTS CAPITAL CORP |
153 |
- |
2024-03-31 |
17,996 |
$1,825,000 |
-3,158 |
|
Navis Wealth Advisors LLC |
|
- |
2024-03-31 |
17,651 |
$1,790,000 |
-44 |
|
WNY Asset Management LLC |
56 |
- |
2023-12-31 |
18,565 |
$1,767,000 |
-13,476 |
|
Kellett Schaffner Wealth Advisors LLC |
17 |
- |
2024-03-31 |
17,392 |
$1,764,000 |
-196 |
|
|
100 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
|
|
|