|
Institutional
Holders
Total
Institutions:
|
110 12 |
|
Total
shares held :
|
7,126,826 |
|
% of shares
held :
|
7.92% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
1,373,312 |
|
% of shares
held change :
|
1.53% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.87 |
|
Last
Quarter's Ending
Price :
|
$36.07 |
|
Last
Quarter's Average
Price :
|
$32.92 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
7.15 (21.72%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
177 |
- |
2023-12-31 |
2,364,336 |
$85,282,000 |
-77,923 |
|
UBS Group AG |
868 |
- |
2023-12-31 |
898,893 |
$32,423,000 |
276,992 |
|
HIGHTOWER ADVISORS, LLC |
470 |
*New |
2023-12-31 |
546,388 |
$19,703,000 |
546,388 |
|
MORGAN STANLEY |
2916 |
- |
2023-12-31 |
432,426 |
$15,598,000 |
125,640 |
|
LPL FINANCIAL CORP |
986 |
- |
2023-12-31 |
430,967 |
$15,545,000 |
64,796 |
|
ROYAL BANK OF CANADA |
1559 |
- |
2023-12-31 |
227,786 |
$8,216,000 |
148,274 |
|
GOLDMAN SACHS GROUP INC/ |
2264 |
- |
2023-12-31 |
207,929 |
$7,500,000 |
-956 |
|
BANK OF AMERICA CORP /DE/ |
2626 |
- |
2023-12-31 |
204,676 |
$7,383,000 |
-18,033 |
|
WELLS FARGO & CO/MN |
1717 |
- |
2023-12-31 |
193,655 |
$6,985,000 |
56,211 |
|
Parallel Advisors LLC |
147 |
- |
2023-12-31 |
101,905 |
$3,676,000 |
-1,100 |
|
Advisor Group Holdings Inc. |
1503 |
- |
2023-12-31 |
87,949 |
$3,172,000 |
-94,934 |
|
BANCO BILBAO VIZCAYA ARGENTARIA S.A. |
314 |
- |
2023-12-31 |
87,756 |
$3,165,000 |
-3,373 |
|
RAYMOND JAMES & ASSOCIATES |
1858 |
- |
2023-12-31 |
79,798 |
$2,878,000 |
44,283 |
|
BB&T CORP |
1123 |
*New |
2023-12-31 |
71,589 |
$2,582,000 |
71,589 |
|
PFG Advisors |
131 |
- |
2023-12-31 |
69,715 |
$2,515,000 |
-11,875 |
|
AUTUS ASSET MANAGEMENT, LLC |
62 |
- |
2022-12-31 |
21,742 |
$2,440,000 |
-1,115 |
|
AMERIPRISE FINANCIAL INC |
2714 |
- |
2023-12-31 |
66,363 |
$2,392,000 |
48,657 |
|
MML INVESTORS SERVICES LLC |
983 |
- |
2023-12-31 |
56,302 |
$2,031,000 |
-265 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1559 |
- |
2023-12-31 |
54,900 |
$1,980,000 |
44,090 |
|
Crestone Asset Management LLC |
34 |
- |
2023-12-31 |
51,664 |
$1,864,000 |
-4,065 |
|
PACIFIC SUN FINANCIAL CORP |
21 |
- |
2023-12-31 |
50,350 |
$1,816,000 |
-1,500 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1289 |
- |
2023-12-31 |
47,514 |
$1,714,000 |
7,059 |
|
Santori & Peters Inc. |
18 |
- |
2023-12-31 |
43,798 |
$1,580,000 |
140 |
|
First Capital Advisors Group LLC. |
35 |
*New |
2023-06-30 |
9,510 |
$1,487,000 |
9,510 |
|
STIFEL FINANCIAL CORP |
1897 |
- |
2023-12-31 |
39,818 |
$1,436,000 |
-2,430 |
|
Private Advisor Group LLC |
939 |
- |
2023-12-31 |
38,877 |
$1,402,000 |
6,752 |
|
David J Yvars Group |
18 |
- |
2023-12-31 |
32,720 |
$1,180,000 |
-1,300 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2119 |
- |
2023-12-31 |
28,385 |
$1,024,000 |
-840 |
|
YALE CAPITAL CORP |
257 |
- |
2023-12-31 |
25,150 |
$907,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1530 |
- |
2023-12-31 |
24,047 |
$867,000 |
-139 |
|
Aveo Capital Partners LLC |
147 |
- |
2023-12-31 |
22,500 |
$812,000 |
0 |
|
FourThought Financial Partners LLC |
144 |
- |
2023-12-31 |
22,460 |
$810,000 |
0 |
|
H D Vest Advisory Services |
792 |
- |
2023-12-31 |
22,451 |
$810,000 |
7,146 |
|
MARSHALL WACE LLP |
1283 |
*New |
2023-12-31 |
20,822 |
$751,000 |
20,822 |
|
HARBOR INVESTMENT ADVISORY LLC |
|
- |
2023-12-31 |
20,690 |
$746,000 |
-100 |
|
FINANCIAL NETWORK |
1636 |
- |
2023-12-31 |
18,880 |
$681,000 |
-240 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
17,175 |
$620,000 |
0 |
|
CREDIT SUISSE/ |
2569 |
*New |
2023-12-31 |
15,854 |
$572,000 |
15,854 |
|
US BANCORP |
1415 |
- |
2023-12-31 |
15,515 |
$560,000 |
0 |
|
Austin Wealth Management LLC |
72 |
- |
2023-12-31 |
13,540 |
$525,000 |
-3,080 |
|
Joseph P. Lucia & Associates LLC |
70 |
- |
2023-12-31 |
14,102 |
$509,000 |
3,402 |
|
ENVESTNET ASSET MANAGEMENT INC |
3294 |
- |
2023-12-31 |
14,108 |
$509,000 |
4,249 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
623 |
- |
2023-12-31 |
13,785 |
$497,000 |
-500 |
|
CIBC WORLD MARKETS INC. |
852 |
- |
2023-12-31 |
13,675 |
$493,000 |
0 |
|
LINCOLN NATIONAL CORP |
679 |
- |
2023-12-31 |
13,403 |
$483,000 |
-170 |
|
Onyx Bridge Wealth Group LLC |
138 |
*New |
2023-12-31 |
12,673 |
$457,000 |
12,673 |
|
FMR LLC |
2558 |
- |
2023-12-31 |
12,618 |
$455,000 |
8,745 |
|
Kovack Advisors Inc. |
323 |
- |
2023-12-31 |
12,600 |
$454,000 |
1,500 |
|
Hennion & Walsh Asset Management Inc. |
597 |
*New |
2023-12-31 |
11,355 |
$410,000 |
11,355 |
|
GSA CAPITAL PARTNERS LLP |
967 |
- |
2023-12-31 |
10,710 |
$386,000 |
3,691 |
|
Avitas Wealth Management LLC |
|
- |
2023-12-31 |
10,413 |
$376,000 |
165 |
|
SeaCrest Wealth Management LLC |
390 |
*New |
2023-12-31 |
10,686 |
$371,000 |
10,686 |
|
RDA Financial Network |
152 |
- |
2023-12-31 |
10,175 |
$367,000 |
575 |
|
BLAIR WILLIAM & CO/IL |
1164 |
- |
2023-12-31 |
10,045 |
$362,000 |
0 |
|
IRONWOOD INVESTMENT COUNSEL LLC |
189 |
- |
2023-12-31 |
9,870 |
$356,000 |
-2,425 |
|
SCHNIEDERS CAPITAL MANAGEMENT LLC |
150 |
- |
2023-12-31 |
9,560 |
$345,000 |
-375 |
|
Western Financial Corp/CA |
|
*New |
2023-12-31 |
9,511 |
$343,000 |
9,511 |
|
WJ Wealth Management LLC |
61 |
- |
2023-12-31 |
9,250 |
$334,000 |
0 |
|
MinichMacGregor Wealth Management LLC |
74 |
*New |
2023-12-31 |
9,243 |
$333,000 |
9,243 |
|
CITADEL ADVISORS LLC |
4032 |
*New |
2023-12-31 |
8,880 |
$320,000 |
8,880 |
|
HIRTLE CALLAGHAN & CO INC |
81 |
*New |
2023-12-31 |
8,600 |
$310,000 |
8,600 |
|
PRUDENT INVESTORS NETWORK |
31 |
- |
2023-09-30 |
10,000 |
$307,000 |
8,000 |
|
Perigon Wealth Management LLC |
654 |
- |
2023-12-31 |
8,381 |
$302,000 |
106 |
|
Banque Cantonale Vaudoise |
508 |
*New |
2023-12-31 |
8,380 |
$302,000 |
8,380 |
|
J P MORGAN CHASE & CO |
3938 |
*New |
2023-12-31 |
8,198 |
$296,000 |
8,198 |
|
JONES FINANCIAL COMPANIES LLLP |
286 |
*New |
2023-12-31 |
8,185 |
$295,000 |
8,185 |
|
Private Ocean LLC |
|
- |
2023-12-31 |
7,680 |
$277,000 |
0 |
|
Integrated Wealth Concepts LLC |
1321 |
*New |
2023-12-31 |
7,133 |
$257,000 |
7,133 |
|
PVG ASSET MANAGEMENT CORP |
19 |
*New |
2023-12-31 |
6,991 |
$252,000 |
6,991 |
|
PFG Investments LLC |
405 |
- |
2023-12-31 |
6,806 |
$245,000 |
-100 |
|
KKM Financial LLC |
116 |
- |
2023-12-31 |
6,682 |
$241,000 |
0 |
|
SageView Advisory Group LLC |
505 |
- |
2023-12-31 |
6,300 |
$238,000 |
6,300 |
|
ADVISORY SERVICES NETWORK, LLC |
1180 |
- |
2023-12-31 |
6,550 |
$236,000 |
6,550 |
|
Atria Wealth Solutions Inc. |
1659 |
*New |
2023-12-31 |
6,389 |
$230,000 |
6,389 |
|
PROSPERA FINANCIAL SERVICES |
993 |
*New |
2023-12-31 |
5,704 |
$206,000 |
5,704 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1507 |
- |
2023-12-31 |
5,344 |
$193,000 |
-311 |
|
BANK OF MONTREAL /CAN/ |
2636 |
*New |
2023-12-31 |
5,297 |
$193,000 |
5,297 |
|
ROBBINS FARLEY LLC |
61 |
- |
2023-12-31 |
5,290 |
$191,000 |
68 |
|
Colonial Trust Co / SC |
311 |
*New |
2023-12-31 |
4,256 |
$154,000 |
4,256 |
|
COMERICA BANK |
2373 |
- |
2023-12-31 |
3,910 |
$141,000 |
3,037 |
|
BARCLAYS PLC |
3580 |
- |
2023-12-31 |
2,645 |
$95,000 |
0 |
|
Salomon & Ludwin LLC |
232 |
- |
2023-12-31 |
2,975 |
$91,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1191 |
- |
2023-12-31 |
2,390 |
$86,000 |
0 |
|
FRANKLIN RESOURCES INC |
2420 |
- |
2023-12-31 |
2,265 |
$82,000 |
0 |
|
PNC FINANCIAL SERVICES GROUP INC |
2727 |
- |
2023-12-31 |
2,200 |
$79,000 |
0 |
|
Goss Wealth Management LLC |
2034 |
- |
2023-12-31 |
2,125 |
$77,000 |
0 |
|
CITIGROUP INC |
3389 |
- |
2023-12-31 |
2,050 |
$74,000 |
-200 |
|
COUNTRY TRUST BANK |
152 |
- |
2023-12-31 |
2,040 |
$74,000 |
0 |
|
Steward Partners Investment Advisory LLC |
1825 |
- |
2023-12-31 |
1,955 |
$71,000 |
-185 |
|
Annapolis Financial Services LLC |
178 |
- |
2023-12-31 |
1,800 |
$65,000 |
0 |
|
SANDY SPRING BANK |
|
- |
2023-12-31 |
1,500 |
$54,000 |
0 |
|
Westside Investment Management Inc. |
342 |
- |
2023-12-31 |
1,300 |
$47,000 |
0 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
522 |
- |
2023-12-31 |
1,150 |
$41,000 |
0 |
|
Sunbelt Securities Inc. |
859 |
- |
2023-12-31 |
1,100 |
$40,000 |
0 |
|
Financial Freedom LLC |
|
- |
2023-12-31 |
1,100 |
$40,000 |
0 |
|
Biltmore Family Office LLC |
206 |
- |
2023-12-31 |
875 |
$32,000 |
0 |
|
FIRST MANHATTAN CO |
951 |
- |
2023-12-31 |
870 |
$31,000 |
0 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1586 |
- |
2023-12-31 |
841 |
$30,000 |
-159 |
|
PRINCIPAL SECURITIES INC. |
1757 |
- |
2023-12-31 |
730 |
$26,000 |
0 |
|
CFG ASSET MANAGEMENT LLC |
228 |
- |
2023-12-31 |
540 |
$19,000 |
-30 |
|
|
100 Records found
|
1
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