|
Institutional
Holders
Total
Institutions:
|
456 13 |
|
Total
shares held :
|
102,074,272 |
|
% of shares
held :
|
76.68% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
27 |
|
Amount
of shares held :
|
-969,700 |
|
% of shares
held change :
|
-0.73% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
47
|
1,772,801
|
1.74%
|
|
|
Increased
Positions : |
165
|
6,988,897
|
6.85%
|
|
|
Unchanged
Positions : |
93
|
9,090,788
|
8.91%
|
|
|
Decreased
Positions : |
151
|
-6,924,199
|
-6.78%
|
|
|
Closed
Positions : |
34
|
-2,807,199
|
-2.75%
|
|
|
Guru
Positions : |
0
|
|
0%
|
|
|
|
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/ |
266 |
- |
2023-12-31 |
18,994,006 |
$654,533,000 |
404,138 |
|
BANK OF MONTREAL /CAN/ |
75 |
- |
2023-12-31 |
15,680,584 |
$543,175,000 |
1,657,486 |
|
MORGAN STANLEY |
660 |
- |
2023-12-31 |
7,476,550 |
$257,642,000 |
443,469 |
|
Harel Insurance Investments & Financial Services L |
6 |
- |
2023-12-31 |
6,833,801 |
$236,292,000 |
0 |
|
LPL FINANCIAL CORP |
166 |
- |
2023-12-31 |
5,430,049 |
$187,119,000 |
-743,820 |
|
Congress Wealth Management LLC / DE / |
8 |
- |
2024-03-31 |
2,408,055 |
$95,865,000 |
-548,267 |
|
Atlantic Trust Group LLC |
121 |
- |
2023-12-31 |
2,679,566 |
$92,338,000 |
362,821 |
|
MEITAV DASH INVESTMENTS LTD |
25 |
- |
2023-12-31 |
2,104,227 |
$72,746,000 |
397,578 |
|
WELLS FARGO & CO/MN |
547 |
- |
2023-12-31 |
2,104,458 |
$72,520,000 |
208,079 |
|
GenTrust LLC |
7 |
- |
2024-03-31 |
1,376,700 |
$54,806,000 |
138,238 |
|
UBS Group AG |
666 |
- |
2023-12-31 |
1,440,819 |
$49,651,000 |
153,508 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
178 |
- |
2023-12-31 |
1,375,289 |
$47,393,000 |
271,303 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
270 |
- |
2023-12-31 |
1,235,068 |
$42,560,000 |
45,212 |
|
ROYAL BANK OF CANADA |
800 |
- |
2023-12-31 |
1,109,760 |
$38,242,000 |
42,152 |
|
MARINER WEALTH ADVISORS, LLC |
207 |
- |
2023-12-31 |
1,109,458 |
$38,232,000 |
-38,735 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
282 |
- |
2023-12-31 |
1,041,895 |
$35,904,000 |
58,683 |
|
ENVESTNET ASSET MANAGEMENT INC |
752 |
- |
2023-12-31 |
1,034,614 |
$35,653,000 |
61,480 |
|
Evolution Wealth Advisors LLC |
3 |
- |
2024-03-31 |
781,156 |
$31,098,000 |
1,331 |
|
YCMNET ADVISORS INC |
39 |
- |
2023-12-31 |
720,262 |
$24,820,000 |
-6,690 |
|
Advisor Group Holdings Inc. |
433 |
- |
2023-12-31 |
673,209 |
$23,169,000 |
-367,174 |
|
AMERIPRISE FINANCIAL INC |
1248 |
- |
2023-12-31 |
595,792 |
$20,539,000 |
74,647 |
|
HIGHTOWER ADVISORS, LLC |
471 |
- |
2023-12-31 |
570,079 |
$19,634,000 |
149,256 |
|
Stratos Wealth Partners LTD. |
59 |
- |
2024-03-31 |
475,240 |
$18,919,000 |
19,518 |
|
SCHRODER INVESTMENT MANAGEMENT GROUP |
493 |
- |
2023-12-31 |
509,278 |
$17,550,000 |
16,705 |
|
RAYMOND JAMES & ASSOCIATES |
803 |
- |
2023-12-31 |
497,134 |
$17,131,000 |
19,997 |
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menah |
|
- |
2023-12-31 |
478,564 |
$16,552,000 |
0 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
464 |
- |
2023-12-31 |
477,042 |
$16,439,000 |
71,107 |
|
J P MORGAN CHASE & CO |
1716 |
- |
2023-12-31 |
462,544 |
$15,939,000 |
-4,070,113 |
|
MML INVESTORS SERVICES LLC |
272 |
- |
2023-12-31 |
455,758 |
$15,705,000 |
12,494 |
|
Riggs Asset Managment Co. Inc. |
2 |
- |
2023-12-31 |
445,226 |
$15,342,000 |
123,382 |
|
Cooper Financial Group |
10 |
- |
2024-03-31 |
381,711 |
$15,196,000 |
39,678 |
|
GREAT VALLEY ADVISOR GROUP INC. |
51 |
- |
2023-12-31 |
432,847 |
$14,916,000 |
7,408 |
|
BLAIR WILLIAM & CO/IL |
256 |
- |
2023-12-31 |
426,514 |
$14,698,000 |
1,805 |
|
BANK HAPOALIM BM |
|
- |
2023-12-31 |
405,014 |
$13,954,000 |
-21,045 |
|
Beaumont Financial Advisors LLC |
27 |
- |
2023-12-31 |
398,151 |
$13,720,000 |
-15,796 |
|
CWM LLC |
244 |
- |
2024-03-31 |
342,369 |
$13,630,000 |
-88,340 |
|
Bulltick Wealth Management LLC |
5 |
- |
2023-12-31 |
390,891 |
$13,531,000 |
0 |
|
Bensler LLC |
|
- |
2023-12-31 |
366,792 |
$12,640,000 |
120,659 |
|
FINANCIAL NETWORK |
300 |
- |
2023-12-31 |
356,534 |
$12,286,000 |
43,302 |
|
EVERGREEN CAPITAL MANAGEMENT LLC |
50 |
*New |
2023-12-31 |
353,751 |
$12,245,000 |
353,751 |
|
Private Advisor Group LLC |
196 |
- |
2023-12-31 |
351,190 |
$12,102,000 |
3,891 |
|
McMahon Financial Advisors LLC |
9 |
- |
2023-12-31 |
345,685 |
$11,912,000 |
-543 |
|
NATIONAL BANK OF CANADA /FI/ |
454 |
- |
2023-12-31 |
333,965 |
$11,386,000 |
-2,948 |
|
Kestra Advisory Services LLC |
254 |
- |
2023-12-31 |
322,626 |
$11,118,000 |
245,313 |
|
Vishria Bird Financial Group LLC |
|
- |
2023-12-31 |
315,780 |
$10,882,000 |
-2,609 |
|
PRUDENTIAL CORP PLC |
109 |
- |
2023-12-31 |
310,060 |
$10,685,000 |
-13,600 |
|
360 Financial Inc. |
8 |
- |
2023-12-31 |
301,267 |
$10,382,000 |
-15,835 |
|
Sharkey Howes & Javer |
15 |
- |
2024-03-31 |
243,968 |
$9,712,000 |
-18,884 |
|
SEI INVESTMENTS CO |
908 |
- |
2023-12-31 |
274,000 |
$9,442,000 |
0 |
|
Ameraudi Asset Management Inc. |
11 |
- |
2023-12-31 |
263,631 |
$9,085,000 |
-9,185 |
|
STIFEL FINANCIAL CORP |
831 |
- |
2023-12-31 |
250,500 |
$8,632,000 |
21,496 |
|
OGOREK ANTHONY JOSEPH /NY/ /ADV |
7 |
- |
2023-12-31 |
242,461 |
$8,355,000 |
7,215 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
495 |
- |
2023-12-31 |
230,916 |
$7,957,000 |
16,930 |
|
JMAC ENTERPRISES LLC |
|
- |
2023-12-31 |
230,723 |
$7,951,000 |
25,865 |
|
MCCORMACK ADVISORS INTERNATIONAL |
154 |
- |
2023-12-31 |
227,100 |
$7,826,000 |
-22,701 |
|
Rockefeller Capital Management L.P. |
534 |
- |
2023-12-31 |
221,263 |
$7,625,000 |
17,557 |
|
Equitable Holdings Inc. |
172 |
- |
2023-12-31 |
220,318 |
$7,592,000 |
17,785 |
|
Cetera Investment Advisers |
309 |
- |
2023-12-31 |
217,056 |
$7,480,000 |
91,093 |
|
MULTIFINANCIAL SECURITIES CORP |
196 |
- |
2023-12-31 |
213,726 |
$7,365,000 |
-2,233 |
|
CIBC WORLD MARKETS INC. |
273 |
- |
2023-12-31 |
212,503 |
$7,323,000 |
19,862 |
|
New England Private Wealth Advisors LLC |
24 |
- |
2023-12-31 |
210,977 |
$7,270,000 |
0 |
|
Financial Advocates Investment Management |
54 |
- |
2023-12-31 |
201,382 |
$6,940,000 |
11,853 |
|
Royal Harbor Partners LLC |
10 |
*New |
2023-12-31 |
201,345 |
$6,938,000 |
201,345 |
|
Clarus Group Inc. |
6 |
- |
2023-12-31 |
198,837 |
$6,852,000 |
-14,520 |
|
AE Wealth Management LLC |
504 |
- |
2023-12-31 |
193,632 |
$6,622,000 |
111,356 |
|
PECAUT & CO. |
11 |
- |
2023-12-31 |
186,186 |
$6,416,000 |
4,652 |
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahe |
|
- |
2023-12-31 |
170,896 |
$5,911,000 |
0 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
169,039 |
$5,826,000 |
-54,020 |
|
Omnia Family Wealth LLC |
9 |
*New |
2023-12-31 |
166,506 |
$5,764,000 |
166,506 |
|
Chicago Wealth Management Inc. |
13 |
- |
2023-12-31 |
165,140 |
$5,691,000 |
9,477 |
|
Ameritas Advisory Services LLC |
71 |
- |
2023-12-31 |
162,831 |
$5,637,000 |
60,182 |
|
HBW Advisory Services LLC |
14 |
- |
2024-03-31 |
162,325 |
$5,594,000 |
0 |
|
IHT Wealth Management LLC |
89 |
- |
2023-12-31 |
160,839 |
$5,543,000 |
-16,646 |
|
Frisch Financial Group Inc. |
16 |
- |
2023-12-31 |
153,741 |
$5,298,000 |
-1,283 |
|
TPG Financial Advisors LLC |
16 |
- |
2023-12-31 |
156,410 |
$5,277,000 |
5,744 |
|
Gerber Kawasaki Wealth & Investment Management |
61 |
- |
2023-12-31 |
148,730 |
$5,125,000 |
4,426 |
|
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC |
|
- |
2023-12-31 |
148,187 |
$5,107,000 |
9,296 |
|
Systelligence LLC |
34 |
- |
2024-03-31 |
124,189 |
$4,944,000 |
-13,833 |
|
CX Institutional |
107 |
- |
2024-03-31 |
118,264 |
$4,708,000 |
-1,483 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
136,000 |
$4,697,000 |
88,325 |
|
CLARK CAPITAL MANAGEMENT GROUP INC |
177 |
*New |
2023-12-31 |
134,144 |
$4,623,000 |
134,144 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
133,165 |
$4,589,000 |
133,065 |
|
MONTAG A & ASSOCIATES INC |
88 |
- |
2023-12-31 |
129,071 |
$4,468,000 |
-15,090 |
|
CENTAURUS FINANCIAL INC. |
70 |
- |
2023-12-31 |
127,873 |
$4,407,000 |
109,004 |
|
Ratio Wealth Group |
29 |
*New |
2023-12-31 |
126,951 |
$4,375,000 |
126,951 |
|
NTV ASSET MANAGEMENT LLC |
37 |
- |
2023-12-31 |
126,087 |
$4,345,000 |
6,495 |
|
Aspire Capital Advisors LLC |
15 |
*New |
2023-12-31 |
123,784 |
$4,266,000 |
123,784 |
|
Trinity Wealth Management LLC |
15 |
*New |
2024-03-31 |
106,404 |
$4,236,000 |
106,404 |
|
Steward Partners Investment Advisory LLC |
319 |
- |
2023-12-31 |
121,500 |
$4,187,000 |
18,500 |
|
New Millennium Group LLC |
7 |
*New |
2023-12-31 |
115,785 |
$3,990,000 |
115,785 |
|
JANNEY MONTGOMERY SCOTT LLC |
822 |
- |
2023-12-31 |
111,126 |
$3,829,000 |
1,428 |
|
MGO Private Wealth LLC |
13 |
- |
2024-03-31 |
96,141 |
$3,827,000 |
8,479 |
|
Snowden Capital Advisors LLC |
190 |
- |
2023-12-31 |
111,010 |
$3,825,000 |
-4,089 |
|
Synergy Financial Management LLC |
43 |
*New |
2024-03-31 |
91,856 |
$3,657,000 |
91,856 |
|
Austin Wealth Management LLC |
30 |
- |
2023-12-31 |
98,464 |
$3,584,000 |
-2,358 |
|
PRUDENTIAL FINANCIAL INC |
1123 |
- |
2023-12-31 |
99,587 |
$3,432,000 |
15,474 |
|
REDW Stanley Financial Advisors LLC |
|
- |
2023-12-31 |
99,210 |
$3,419,000 |
-16,302 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
36 |
- |
2023-12-31 |
96,705 |
$3,333,000 |
28,831 |
|
VAN ECK ASSOCIATES CORP |
656 |
- |
2023-12-31 |
95,421 |
$3,288,000 |
8,749 |
|
NATIONAL ASSET MANAGEMENT, INC. |
239 |
- |
2023-12-31 |
93,255 |
$3,228,000 |
2,055 |
|
|
100 Records found
|
1
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