|
Institutional
Holders
Total
Institutions:
|
265 17 |
|
Total
shares held :
|
7,267,697 |
|
% of shares
held :
|
58.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-32 |
|
Amount
of shares held :
|
486,119 |
|
% of shares
held change :
|
3.94% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$336.53 |
|
Last
Quarter's Ending
Price :
|
$309.52 |
|
Last
Quarter's Average
Price :
|
$321.04 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
8.05 (2.51%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
415 |
- |
2023-12-31 |
359,432 |
$111,251,000 |
-119,717 |
|
ROYAL BANK OF CANADA |
451 |
- |
2023-12-31 |
348,311 |
$107,808,000 |
-59,324 |
|
UBS Group AG |
428 |
- |
2023-12-31 |
303,795 |
$94,031,000 |
-80,722 |
|
GOLDMAN SACHS GROUP INC/ |
691 |
- |
2023-12-31 |
302,336 |
$93,579,000 |
-206,115 |
|
MORGAN STANLEY |
1538 |
- |
2023-12-31 |
194,518 |
$60,207,000 |
-88,056 |
|
LPL FINANCIAL CORP |
696 |
- |
2023-12-31 |
96,674 |
$29,923,000 |
-9,624 |
|
FINANCIAL NETWORK |
139 |
- |
2023-12-31 |
87,469 |
$27,074,000 |
-12,613 |
|
ASSET MANAGEMENT INVESTORS LLC |
21 |
- |
2023-12-31 |
45,490 |
$14,080,000 |
-1,062 |
|
Qube Research & Technologies Ltd |
530 |
- |
2023-12-31 |
42,064 |
$13,020,000 |
-47,653 |
|
Twin Tree Management LP |
149 |
- |
2023-12-31 |
40,550 |
$12,551,000 |
-19,978 |
|
CITIGROUP INC |
886 |
- |
2023-12-31 |
28,322 |
$8,766,000 |
-22,772 |
|
NWAM LLC |
42 |
- |
2023-12-31 |
20,089 |
$6,218,000 |
-2,651 |
|
LEUCADIA NATIONAL CORP -- Notable Guru -- |
234 |
- |
2023-12-31 |
16,100 |
$4,983,000 |
-30,962 |
|
Proficio Capital Partners LLC |
31 |
- |
2023-12-31 |
15,620 |
$4,835,000 |
-18,441 |
|
HIGHTOWER ADVISORS, LLC |
1068 |
- |
2023-12-31 |
12,866 |
$3,975,000 |
-199 |
|
JANNEY MONTGOMERY SCOTT LLC |
817 |
- |
2023-12-31 |
12,497 |
$3,868,000 |
-1,907 |
|
STIFEL FINANCIAL CORP |
1263 |
- |
2023-12-31 |
12,163 |
$3,765,000 |
-591 |
|
Advisor Group Holdings Inc. |
1410 |
- |
2023-12-31 |
11,891 |
$3,681,000 |
-11,688 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1329 |
- |
2024-03-31 |
10,364 |
$3,486,000 |
-1,347 |
|
Symmetry Investments LP |
42 |
- |
2023-12-31 |
11,090 |
$3,433,000 |
-13,900 |
|
CITADEL ADVISORS LLC |
1902 |
- |
2023-12-31 |
10,654 |
$3,298,000 |
-12,651 |
|
Asio Capital LLC |
55 |
- |
2024-03-31 |
9,181 |
$3,088,000 |
-1,326 |
|
BARCLAYS PLC |
1867 |
- |
2023-12-31 |
9,264 |
$2,867,000 |
-1 |
|
VitalStone Financial LLC |
13 |
- |
2023-12-31 |
6,249 |
$1,934,000 |
-398 |
|
SHELTON WEALTH MANAGEMENT LLC |
18 |
- |
2023-12-31 |
6,149 |
$1,903,000 |
-2,448 |
|
Integrated Wealth Concepts LLC |
499 |
- |
2023-12-31 |
6,047 |
$1,872,000 |
-2,926 |
|
WT Wealth Management |
47 |
- |
2023-12-31 |
5,783 |
$1,790,000 |
-1,670 |
|
Atria Wealth Solutions Inc. |
647 |
- |
2023-12-31 |
5,547 |
$1,717,000 |
-227 |
|
ROCKLAND TRUST CO |
110 |
- |
2024-03-31 |
4,708 |
$1,583,000 |
-115 |
|
CROSSPOINT FINANCIAL LLC |
3 |
- |
2024-03-31 |
4,604 |
$1,548,000 |
-85 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
1830 |
- |
2023-12-31 |
4,965 |
$1,537,000 |
-392 |
|
E&G Advisors LP |
47 |
- |
2024-03-31 |
4,382 |
$1,474,000 |
-11 |
|
X-Square Capital LLC |
45 |
- |
2023-12-31 |
4,506 |
$1,395,000 |
-163 |
|
FLOW TRADERS U.S. LLC |
286 |
- |
2023-12-31 |
4,280 |
$1,325,000 |
-1,617 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1534 |
- |
2024-03-31 |
3,919 |
$1,318,000 |
-166 |
|
MANUFACTURERES LIFE INSURANCE CO |
1673 |
- |
2023-12-31 |
4,067 |
$1,259,000 |
-533 |
|
Lido Advisors LLC |
496 |
- |
2023-12-31 |
3,772 |
$1,168,000 |
-2,611 |
|
MENORA MIVTACHIM HOLDINGS LTD. |
75 |
- |
2023-12-31 |
3,300 |
$1,021,000 |
-2,400 |
|
Ameraudi Asset Management Inc. |
29 |
- |
2023-12-31 |
3,278 |
$1,015,000 |
-3,046 |
|
H D Vest Advisory Services |
706 |
- |
2023-12-31 |
3,228 |
$999,000 |
-276 |
|
OPPENHEIMER & CO INC |
734 |
- |
2023-12-31 |
2,989 |
$925,000 |
-1,568 |
|
ENVESTNET ASSET MANAGEMENT INC |
2971 |
- |
2023-12-31 |
2,981 |
$923,000 |
-496 |
|
Castle Rock Wealth Management LLC |
97 |
- |
2023-12-31 |
3,035 |
$923,000 |
-59 |
|
DUMONT & BLAKE INVESTMENT ADVISORS LLC |
98 |
- |
2024-03-31 |
2,476 |
$833,000 |
-50 |
|
Global Retirement Partners LLC |
395 |
- |
2024-03-31 |
2,467 |
$830,000 |
-303 |
|
SFG Wealth Management LLC. |
32 |
- |
2024-03-31 |
2,355 |
$792,000 |
-1,418 |
|
Anson Capital Inc. |
31 |
- |
2023-12-31 |
2,387 |
$739,000 |
-297 |
|
Equitable Holdings Inc. |
656 |
- |
2023-12-31 |
2,374 |
$735,000 |
-517 |
|
OAK FAMILY ADVISORS LLC |
73 |
- |
2024-03-31 |
2,060 |
$693,000 |
-906 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
362 |
- |
2024-03-31 |
1,852 |
$623,000 |
-269 |
|
Riggs Asset Managment Co. Inc. |
72 |
- |
2023-12-31 |
1,916 |
$593,000 |
-555 |
|
Betterment LLC |
227 |
- |
2023-12-31 |
1,735 |
$537,000 |
-28 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1542 |
- |
2024-03-31 |
1,560 |
$525,000 |
-34 |
|
COMERICA BANK |
1853 |
- |
2023-12-31 |
1,626 |
$503,000 |
-319 |
|
CREDIT SUISSE/ |
2627 |
- |
2023-12-31 |
1,624 |
$503,000 |
-8,593 |
|
BUSEY TRUST CO |
248 |
- |
2024-03-31 |
1,436 |
$483,000 |
-424 |
|
CAPTRUST FINANCIAL ADVISORS |
1790 |
- |
2023-12-31 |
1,473 |
$456,000 |
-34 |
|
PROEQUITIES INC. |
460 |
- |
2023-12-31 |
1,456 |
$451,000 |
-50 |
|
Belpointe Asset Management LLC |
397 |
- |
2023-12-31 |
1,438 |
$445,000 |
-103 |
|
Sigma Planning Corp |
487 |
- |
2023-12-31 |
1,420 |
$440,000 |
-1,728 |
|
BANK OF MONTREAL /CAN/ |
2152 |
- |
2023-12-31 |
1,300 |
$416,000 |
-5,113 |
|
GenTrust LLC |
104 |
- |
2024-03-31 |
1,172 |
$394,000 |
-2,041 |
|
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
823 |
- |
2023-12-31 |
1,217 |
$377,000 |
-246 |
|
National Wealth Management Group LLC |
88 |
- |
2023-12-31 |
1,150 |
$356,000 |
-362 |
|
AE Wealth Management LLC |
1660 |
- |
2023-12-31 |
1,035 |
$317,000 |
-788 |
|
Prosperity Wealth Management Inc. |
76 |
- |
2023-12-31 |
1,019 |
$315,000 |
-190 |
|
IHT Wealth Management LLC |
756 |
- |
2023-12-31 |
997 |
$309,000 |
-620 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
600 |
- |
2023-12-31 |
985 |
$305,000 |
-125 |
|
Kaizen Financial Strategies |
77 |
- |
2023-12-31 |
960 |
$297,000 |
-50 |
|
Envestnet Portfolio Solutions Inc. |
1373 |
- |
2023-12-31 |
831 |
$257,000 |
-58 |
|
Teamwork Financial Advisors LLC |
159 |
- |
2024-03-31 |
759 |
$255,000 |
-28 |
|
Cetera Investment Advisers |
1924 |
- |
2023-12-31 |
767 |
$237,000 |
-224 |
|
Pacifica Partners Inc. |
103 |
- |
2024-03-31 |
636 |
$212,000 |
-15 |
|
Stratos Wealth Advisors LLC |
617 |
- |
2024-03-31 |
629 |
$212,000 |
-30 |
|
MIRABELLA FINANCIAL SERVICES LLP |
368 |
- |
2023-12-31 |
675 |
$209,000 |
-24,885 |
|
PNC FINANCIAL SERVICES GROUP INC |
2212 |
- |
2023-12-31 |
588 |
$182,000 |
-5 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1590 |
- |
2023-12-31 |
497 |
$154,000 |
-40 |
|
HARBOR INVESTMENT ADVISORY LLC |
383 |
- |
2024-03-31 |
440 |
$148,000 |
-245 |
|
Founders Financial Alliance LLC |
273 |
- |
2023-12-31 |
436 |
$135,000 |
-149 |
|
NATIONAL BANK OF CANADA /FI/ |
1413 |
- |
2023-12-31 |
319 |
$98,000 |
-213 |
|
GRADIENT INVESTMENTS LLC |
388 |
- |
2024-03-31 |
201 |
$68,000 |
-378 |
|
US BANCORP |
2611 |
- |
2023-12-31 |
174 |
$54,000 |
-174 |
|
BLAIR WILLIAM & CO/IL |
1579 |
- |
2023-12-31 |
153 |
$47,000 |
-15 |
|
Goss Wealth Management LLC |
2269 |
- |
2023-12-31 |
134 |
$41,000 |
-10,058 |
|
HARBOUR INVESTMENTS INC. |
1674 |
- |
2023-12-31 |
99 |
$31,000 |
-327 |
|
EverSource Wealth Advisors LLC |
1261 |
- |
2023-12-31 |
62 |
$19,000 |
-68 |
|
ANCORA ADVISORS, LLC |
1138 |
- |
2023-12-31 |
51 |
$16,000 |
-85 |
|
PayPay Securities Corp |
78 |
- |
2024-03-31 |
19 |
$6,000 |
-3 |
|
IFP Advisors Inc |
2563 |
- |
2023-12-31 |
9 |
$3,000 |
-3 |
|
NORTH STAR INVESTMENT MANAGEMENT CORP. |
1109 |
- |
2023-12-31 |
4 |
$1,000 |
-25 |
|
|
90 Records found
|
1
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