|
Institutional
Holders
Total
Institutions:
|
70 1 |
|
Total
shares held :
|
2,375,904 |
|
% of shares
held :
|
60.46% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-12 |
|
Amount
of shares held :
|
-279,747 |
|
% of shares
held change :
|
-7.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.97 |
|
Last
Quarter's Ending
Price :
|
$63.12 |
|
Last
Quarter's Average
Price :
|
$54.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
15.81 (29.18%) |
|
|
|
|
|
|
|
|
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/ |
1355 |
- |
2023-12-31 |
583,969 |
$36,860,000 |
24,665 |
|
HIGHTOWER ADVISORS, LLC |
340 |
- |
2023-12-31 |
510,940 |
$32,247,000 |
-12,851 |
|
MORGAN STANLEY |
3129 |
- |
2023-12-31 |
194,200 |
$12,258,000 |
-20,465 |
|
LPL FINANCIAL CORP |
1206 |
- |
2023-12-31 |
169,358 |
$10,690,000 |
-6,003 |
|
ROYAL BANK OF CANADA |
1454 |
- |
2023-12-31 |
157,714 |
$9,954,000 |
-19,165 |
|
WELLS FARGO & CO/MN |
1772 |
- |
2023-12-31 |
101,199 |
$6,388,000 |
-970 |
|
SMI Advisory Services LLC |
18 |
*New |
2024-03-31 |
77,972 |
$5,686,000 |
77,972 |
|
RAYMOND JAMES & ASSOCIATES |
1565 |
- |
2023-12-31 |
75,132 |
$4,742,000 |
-8,628 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1274 |
- |
2023-12-31 |
55,520 |
$3,504,000 |
1,106 |
|
BB&T CORP |
1079 |
- |
2023-12-31 |
45,131 |
$2,849,000 |
2,081 |
|
UBS Group AG |
2534 |
- |
2023-12-31 |
44,057 |
$2,781,000 |
5,937 |
|
STIFEL FINANCIAL CORP |
1463 |
- |
2023-12-31 |
43,032 |
$2,717,000 |
-340 |
|
AMERIPRISE FINANCIAL INC |
2766 |
- |
2023-12-31 |
33,706 |
$2,127,000 |
1,182 |
|
MCCORMACK ADVISORS INTERNATIONAL |
297 |
- |
2023-12-31 |
30,610 |
$1,932,000 |
-2,319 |
|
Great Diamond Partners LLC |
57 |
- |
2023-12-31 |
28,695 |
$1,811,000 |
49 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1366 |
- |
2023-12-31 |
24,202 |
$1,528,000 |
2,413 |
|
Nilsine Partners LLC |
|
- |
2023-12-31 |
24,084 |
$1,520,000 |
-88 |
|
ENVESTNET ASSET MANAGEMENT INC |
2662 |
- |
2023-12-31 |
22,588 |
$1,426,000 |
-6,073 |
|
PROSPERA FINANCIAL SERVICES |
471 |
- |
2023-12-31 |
15,603 |
$985,000 |
-1,293 |
|
Baird Financial Group Inc. |
1147 |
- |
2023-12-31 |
15,355 |
$969,000 |
-885 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
15,097 |
$953,000 |
4,994 |
|
Advisor Group Holdings Inc. |
2748 |
- |
2023-12-31 |
12,395 |
$781,000 |
-30,891 |
|
EP WEALTH ADVISORS, INC. |
410 |
- |
2023-12-31 |
12,086 |
$763,000 |
0 |
|
GOLDMAN SACHS GROUP INC/ |
3644 |
- |
2023-12-31 |
11,979 |
$756,000 |
-5,893 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1944 |
- |
2023-12-31 |
11,960 |
$755,000 |
39 |
|
Carr Financial Group Corp |
|
- |
2023-12-31 |
10,940 |
$691,000 |
-36 |
|
Wealthcare Advisory Partners LLC |
482 |
- |
2024-03-31 |
8,856 |
$663,000 |
-3,030 |
|
CITADEL ADVISORS LLC |
3346 |
- |
2023-12-31 |
10,197 |
$644,000 |
1,108 |
|
Private Advisor Group LLC |
1369 |
- |
2023-12-31 |
9,291 |
$586,000 |
1,030 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2525 |
- |
2023-12-31 |
9,153 |
$578,000 |
102 |
|
Hennion & Walsh Asset Management Inc. |
550 |
- |
2024-03-31 |
7,020 |
$526,000 |
-200 |
|
Secure Asset Management LLC |
|
- |
2023-12-31 |
7,029 |
$444,000 |
-108 |
|
Western Financial Corp/CA |
|
- |
2023-12-31 |
6,491 |
$410,000 |
-359 |
|
MinichMacGregor Wealth Management LLC |
70 |
- |
2024-03-31 |
5,312 |
$392,000 |
-490 |
|
SOA Wealth Advisors LLC. |
124 |
- |
2024-03-31 |
5,168 |
$387,000 |
2 |
|
Beacon Pointe Advisors LLC |
991 |
- |
2023-12-31 |
5,738 |
$362,000 |
-2,070 |
|
KKM Financial LLC |
94 |
- |
2023-12-31 |
5,726 |
$361,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
2194 |
- |
2023-12-31 |
5,606 |
$354,000 |
-259 |
|
Goss Wealth Management LLC |
1482 |
- |
2023-12-31 |
5,293 |
$334,000 |
333 |
|
Private Advisory Group LLC |
165 |
*New |
2023-12-31 |
4,587 |
$290,000 |
4,587 |
|
Accel Wealth Management |
164 |
*New |
2024-03-31 |
3,633 |
$272,000 |
3,633 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
4538 |
- |
2023-12-31 |
4,248 |
$268,000 |
-22,099 |
|
Walleye Trading Advisors LLC |
1326 |
*New |
2023-12-31 |
3,931 |
$248,000 |
3,931 |
|
RSM US WEALTH MANAGEMENT LLC |
556 |
*New |
2023-12-31 |
3,674 |
$232,000 |
3,674 |
|
Absolute Capital Management LLC |
77 |
*New |
2023-12-31 |
3,500 |
$221,000 |
3,500 |
|
Kestra Advisory Services LLC |
2070 |
- |
2023-12-31 |
3,294 |
$208,000 |
-4,482 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
680 |
- |
2023-12-31 |
3,250 |
$205,000 |
0 |
|
MML INVESTORS SERVICES LLC |
2310 |
*New |
2023-12-31 |
3,175 |
$200,000 |
3,175 |
|
BDO Wealth Advisors LLC |
264 |
- |
2023-06-30 |
3,674 |
$200,000 |
0 |
|
Northwest Financial Advisors |
92 |
- |
2023-12-31 |
2,854 |
$180,000 |
0 |
|
FMR LLC |
2837 |
- |
2023-12-31 |
2,812 |
$178,000 |
-1 |
|
PNC FINANCIAL SERVICES GROUP INC |
2277 |
- |
2023-12-31 |
2,635 |
$166,000 |
-1,000 |
|
Global Retirement Partners LLC |
988 |
- |
2023-12-31 |
1,754 |
$108,000 |
334 |
|
Qube Research & Technologies Ltd |
2922 |
- |
2023-12-31 |
684 |
$43,000 |
-890 |
|
Activest Wealth Management |
111 |
*New |
2023-12-31 |
600 |
$38,000 |
600 |
|
PRIVATE TRUST CO NA |
|
- |
2023-12-31 |
549 |
$35,000 |
0 |
|
Steward Financial Group LLC |
202 |
- |
2023-09-30 |
556 |
$28,000 |
0 |
|
GPS Wealth Strategies Group LLC |
704 |
- |
2023-12-31 |
300 |
$19,000 |
0 |
|
Steward Partners Investment Advisory LLC |
2424 |
*New |
2023-12-31 |
300 |
$19,000 |
300 |
|
FinTrust Capital Advisors LLC |
703 |
- |
2023-12-31 |
275 |
$17,000 |
0 |
|
DIVIDEND GROWTH ADVISORS LLC |
305 |
- |
2023-12-31 |
250 |
$16,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1564 |
- |
2023-12-31 |
200 |
$13,000 |
0 |
|
PROEQUITIES INC. |
1618 |
- |
2023-12-31 |
195 |
$12,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
2121 |
- |
2023-12-31 |
155 |
$10,000 |
0 |
|
Spire Wealth Management |
1757 |
- |
2023-12-31 |
161 |
$10,000 |
-24 |
|
HOWE & RUSLING INC |
336 |
- |
2023-12-31 |
90 |
$6,000 |
90 |
|
PRINCIPAL SECURITIES INC. |
2595 |
- |
2023-12-31 |
56 |
$4,000 |
0 |
|
Bogart Wealth LLC |
802 |
*New |
2023-12-31 |
66 |
$4,000 |
66 |
|
US BANCORP |
3573 |
- |
2023-12-31 |
51 |
$3,000 |
25 |
|
LGT Financial Advisors LLC |
811 |
- |
2023-12-31 |
20 |
$1,000 |
0 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2023-12-31 |
19 |
$1,000 |
0 |
|
Coppell Advisory Solutions LLC |
1488 |
- |
2023-12-31 |
16 |
$1,000 |
-32 |
|
CWM LLC |
4205 |
- |
2024-03-31 |
14 |
$1,000 |
0 |
|
TWO SIGMA INVESTMENTS LLC |
3090 |
*Closed |
2023-12-31 |
0 |
$0 |
-5,800 |
|
TOWER RESEARCH CAPITAL LLC |
5723 |
- |
2023-12-31 |
2 |
$0 |
-33 |
|
TSFG LLC |
827 |
*Closed |
2024-03-31 |
0 |
$0 |
-123 |
|
Coppell Advisory Solutions Corp. |
797 |
*Closed |
2023-03-31 |
0 |
$0 |
-48 |
|
COMERICA BANK |
3669 |
*Closed |
2023-12-31 |
0 |
$0 |
-463 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
1563 |
*Closed |
2023-12-31 |
0 |
$0 |
-228 |
|
Beacon Harbor Wealth Advisors Inc. |
86 |
*Closed |
2023-12-31 |
0 |
$0 |
-171,324 |
|
|
80 Records found
|
1
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