|
Institutional
Holders
Total
Institutions:
|
265 18 |
|
Total
shares held :
|
14,955,540 |
|
% of shares
held :
|
93.47% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
79 |
|
Amount
of shares held :
|
2,838,950 |
|
% of shares
held change :
|
17.74% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$79.20 |
|
Last
Quarter's Ending
Price :
|
$92.16 |
|
Last
Quarter's Average
Price :
|
$85.53 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
19.34 (22.61%) |
|
|
|
|
|
|
|
|
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/ |
518 |
- |
2023-12-31 |
2,517,995 |
$232,058,000 |
483,474 |
|
MORGAN STANLEY |
965 |
- |
2023-12-31 |
1,493,189 |
$137,613,000 |
27,662 |
|
LPL FINANCIAL CORP |
296 |
- |
2023-12-31 |
1,032,000 |
$95,109,000 |
11,053 |
|
Miracle Mile Advisors LLC |
19 |
- |
2024-03-31 |
565,987 |
$57,487,000 |
40,150 |
|
WELLS FARGO & CO/MN |
743 |
- |
2023-12-31 |
469,209 |
$43,242,000 |
114,843 |
|
HIGHTOWER ADVISORS, LLC |
279 |
- |
2023-12-31 |
452,821 |
$41,708,000 |
105,485 |
|
MCCORMACK ADVISORS INTERNATIONAL |
46 |
- |
2023-12-31 |
445,213 |
$41,031,000 |
18,581 |
|
Capital Asset Advisory Services LLC |
16 |
- |
2024-03-31 |
311,075 |
$31,565,000 |
45,477 |
|
AXXCESS WEALTH MANAGEMENT LLC |
21 |
- |
2023-12-31 |
330,381 |
$30,448,000 |
100,449 |
|
ENVESTNET ASSET MANAGEMENT INC |
933 |
- |
2023-12-31 |
258,693 |
$23,841,000 |
56,446 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
212 |
- |
2024-03-31 |
230,900 |
$23,452,000 |
15,998 |
|
UBS Group AG |
1046 |
- |
2023-12-31 |
246,057 |
$22,677,000 |
36,591 |
|
RAYMOND JAMES & ASSOCIATES |
741 |
- |
2024-03-31 |
213,356 |
$21,671,000 |
37,388 |
|
Advisor Group Holdings Inc. |
526 |
- |
2023-12-31 |
188,596 |
$17,383,000 |
1,151 |
|
STIFEL FINANCIAL CORP |
573 |
- |
2023-12-31 |
186,926 |
$17,228,000 |
117,940 |
|
AMERIPRISE FINANCIAL INC |
1578 |
- |
2023-12-31 |
134,536 |
$12,412,000 |
964 |
|
NATIONAL BANK OF CANADA /FI/ |
477 |
- |
2023-12-31 |
116,416 |
$10,644,000 |
17,040 |
|
FINANCIAL NETWORK |
332 |
- |
2023-12-31 |
114,053 |
$10,511,000 |
27,953 |
|
Connectus Wealth LLC |
113 |
- |
2023-12-31 |
94,834 |
$8,740,000 |
145 |
|
Perigon Wealth Management LLC |
94 |
- |
2024-03-31 |
77,405 |
$7,862,000 |
55,628 |
|
Presidio Capital Management LLC |
8 |
- |
2024-03-31 |
70,694 |
$7,180,000 |
5,358 |
|
BECK CAPITAL MANAGEMENT LLC |
5 |
- |
2023-12-31 |
68,320 |
$6,296,000 |
22,894 |
|
MML INVESTORS SERVICES LLC |
528 |
- |
2023-12-31 |
66,065 |
$6,089,000 |
3,768 |
|
HOLLOW BROOK ASSOCIATES LLC |
11 |
- |
2023-12-31 |
61,637 |
$5,680,000 |
8 |
|
Beacon Pointe Advisors LLC |
276 |
- |
2023-12-31 |
56,420 |
$5,200,000 |
6,550 |
|
Quaker Wealth Management LLC |
16 |
- |
2024-03-31 |
48,765 |
$4,953,000 |
1,078 |
|
Private Advisor Group LLC |
492 |
- |
2024-03-31 |
43,820 |
$4,451,000 |
3,574 |
|
REGAL INVESTMENT ADVISORS, LLC |
89 |
- |
2023-12-31 |
47,643 |
$4,391,000 |
44,953 |
|
AE Wealth Management LLC |
648 |
- |
2023-12-31 |
46,016 |
$4,187,000 |
17,711 |
|
Steward Partners Investment Advisory LLC |
344 |
- |
2023-12-31 |
40,481 |
$3,731,000 |
8,243 |
|
New England Private Wealth Advisors LLC |
37 |
- |
2023-12-31 |
39,671 |
$3,656,000 |
136 |
|
H D Vest Advisory Services |
349 |
- |
2023-12-31 |
37,942 |
$3,497,000 |
17,047 |
|
PROEQUITIES INC. |
110 |
- |
2024-03-31 |
33,587 |
$3,411,000 |
2,505 |
|
WT Wealth Management |
19 |
- |
2023-12-31 |
35,815 |
$3,301,000 |
1,319 |
|
Equitable Holdings Inc. |
292 |
- |
2023-12-31 |
35,604 |
$3,281,000 |
13,204 |
|
Riggs Asset Managment Co. Inc. |
35 |
- |
2024-03-31 |
32,175 |
$3,268,000 |
4 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
74 |
- |
2024-03-31 |
32,020 |
$3,252,000 |
1,592 |
|
Kestra Advisory Services LLC |
669 |
- |
2023-12-31 |
29,242 |
$2,695,000 |
1,035 |
|
ORLEANS CAPITAL MANAGEMENT CORP/LA |
20 |
- |
2023-12-31 |
28,511 |
$2,628,000 |
1,485 |
|
J.W. COLE ADVISORS INC. |
168 |
- |
2024-03-31 |
25,462 |
$2,586,000 |
1,665 |
|
Sigma Planning Corp |
240 |
- |
2024-03-31 |
25,415 |
$2,581,000 |
20,681 |
|
MULTIFINANCIAL SECURITIES CORP |
440 |
- |
2023-12-31 |
26,668 |
$2,458,000 |
9,610 |
|
Atria Wealth Solutions Inc. |
543 |
- |
2023-12-31 |
26,307 |
$2,424,000 |
4,315 |
|
RENAISSANCE TECHNOLOGIES LLC |
1876 |
- |
2023-12-31 |
24,400 |
$2,249,000 |
19,600 |
|
Qube Research & Technologies Ltd |
1328 |
- |
2023-12-31 |
20,313 |
$1,872,000 |
9,354 |
|
Stratos Wealth Partners LTD. |
466 |
- |
2024-03-31 |
17,099 |
$1,737,000 |
8,134 |
|
DAVENPORT & CO LLC |
476 |
- |
2024-03-31 |
16,954 |
$1,722,000 |
151 |
|
Stegent Equity Advisors Inc. |
21 |
- |
2024-03-31 |
16,161 |
$1,641,000 |
3,287 |
|
Wambolt & Associates LLC |
71 |
- |
2024-03-31 |
15,631 |
$1,572,000 |
3,746 |
|
PRINCIPAL SECURITIES INC. |
338 |
- |
2024-03-31 |
15,039 |
$1,527,000 |
3,602 |
|
Ameritas Advisory Services LLC |
213 |
- |
2023-12-31 |
16,291 |
$1,513,000 |
6,695 |
|
TD Waterhouse Canada Inc. |
439 |
- |
2024-03-31 |
14,374 |
$1,435,000 |
3,776 |
|
J P MORGAN CHASE & CO |
3183 |
- |
2023-12-31 |
14,175 |
$1,306,000 |
13,186 |
|
Capital Advisors Ltd. LLC |
81 |
- |
2024-03-31 |
12,605 |
$1,280,000 |
100 |
|
LINCOLN NATIONAL CORP |
458 |
- |
2024-03-31 |
11,974 |
$1,216,000 |
3,214 |
|
CIBC WORLD MARKETS INC. |
647 |
- |
2023-12-31 |
12,656 |
$1,166,000 |
3,731 |
|
American Institute for Advanced Investment Managem |
34 |
- |
2024-03-31 |
10,925 |
$1,110,000 |
1,245 |
|
Brookstone Capital Management |
479 |
- |
2024-03-31 |
10,075 |
$1,023,000 |
1,879 |
|
PROSPERA FINANCIAL SERVICES |
495 |
- |
2023-12-31 |
9,725 |
$896,000 |
102 |
|
SYNOVUS FINANCIAL CORP |
454 |
- |
2023-12-31 |
9,541 |
$880,000 |
4,250 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3023 |
- |
2023-12-31 |
9,127 |
$841,000 |
632 |
|
SOA Wealth Advisors LLC. |
75 |
- |
2024-03-31 |
8,234 |
$836,000 |
79 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1037 |
- |
2023-12-31 |
8,730 |
$805,000 |
4,122 |
|
Integrated Wealth Concepts LLC |
802 |
- |
2023-12-31 |
8,735 |
$805,000 |
1,030 |
|
Arkadios Wealth Advisors |
301 |
- |
2024-03-31 |
7,269 |
$738,000 |
140 |
|
HAZLETT BURT & WATSON INC. |
48 |
- |
2024-03-31 |
7,213 |
$735,000 |
5,297 |
|
Financial Partners Group Inc |
72 |
- |
2023-12-31 |
7,873 |
$726,000 |
1,708 |
|
CWM LLC |
980 |
- |
2024-03-31 |
7,117 |
$723,000 |
724 |
|
Householder Group Estate & Retirement Specialist L |
99 |
- |
2024-03-31 |
7,094 |
$721,000 |
6,982 |
|
WEDBUSH MORGAN SECURITIES INC |
425 |
- |
2023-12-31 |
7,790 |
$718,000 |
3,279 |
|
Moors & Cabot Inc. |
354 |
- |
2023-12-31 |
7,636 |
$704,000 |
1,769 |
|
HARBOUR INVESTMENTS INC. |
464 |
- |
2023-12-31 |
7,045 |
$649,000 |
189 |
|
CAPTRUST FINANCIAL ADVISORS |
1556 |
- |
2023-12-31 |
6,958 |
$641,000 |
66 |
|
Pettinga Financial Advisors LLC |
70 |
- |
2024-03-31 |
6,195 |
$629,000 |
2,965 |
|
SCHMIDT P J INVESTMENT MANAGEMENT INC |
91 |
- |
2024-03-31 |
6,146 |
$624,000 |
23 |
|
RAYMOND JAMES TRUST CO |
630 |
- |
2024-03-31 |
6,052 |
$615,000 |
731 |
|
Total Clarity Wealth Management Inc. |
127 |
- |
2024-03-31 |
5,933 |
$603,000 |
1,223 |
|
FIRST HEARTLAND CONSULTANTS INC |
199 |
- |
2023-12-31 |
6,046 |
$557,000 |
414 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
634 |
- |
2024-03-31 |
5,461 |
$555,000 |
2,822 |
|
CITIGROUP INC |
2517 |
- |
2023-12-31 |
5,947 |
$548,000 |
899 |
|
Strategic Blueprint LLC |
363 |
- |
2024-03-31 |
5,340 |
$542,000 |
248 |
|
M&T BANK CORP |
1099 |
- |
2023-12-31 |
5,846 |
$539,000 |
346 |
|
CENTAURUS FINANCIAL INC. |
359 |
- |
2023-12-31 |
5,609 |
$517,000 |
3,483 |
|
National Wealth Management Group LLC |
56 |
- |
2023-12-31 |
5,418 |
$499,000 |
1,570 |
|
PNC FINANCIAL SERVICES GROUP INC |
1529 |
- |
2023-12-31 |
5,316 |
$490,000 |
221 |
|
Relyea Zuckerberg Hanson LLC |
129 |
- |
2024-03-31 |
4,622 |
$469,000 |
4 |
|
Cresset Asset Management LLC |
1248 |
- |
2023-12-31 |
5,042 |
$465,000 |
1,615 |
|
Ausdal Financial Partners Inc. |
288 |
- |
2024-03-31 |
4,484 |
$455,000 |
338 |
|
Goss Wealth Management LLC |
1325 |
- |
2023-12-31 |
4,875 |
$449,000 |
3,290 |
|
CARY STREET PARTNER INVESTMENT ADVISORY LLC |
478 |
- |
2024-03-31 |
4,314 |
$438,000 |
4,314 |
|
Global Retirement Partners LLC |
565 |
- |
2024-03-31 |
4,229 |
$430,000 |
925 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
4,669 |
$430,000 |
262 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1693 |
- |
2024-03-31 |
4,046 |
$411,000 |
62 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
821 |
- |
2023-12-31 |
4,374 |
$403,000 |
1,512 |
|
Dynamic Advisors Solutions LLC |
694 |
- |
2024-03-31 |
3,558 |
$361,000 |
385 |
|
ESSEX FINANCIAL SERVICES INC |
386 |
- |
2024-03-31 |
3,509 |
$356,000 |
717 |
|
Snowden Capital Advisors LLC |
862 |
- |
2023-12-31 |
3,563 |
$328,000 |
555 |
|
NBC SECURITIES INC. |
581 |
- |
2024-03-31 |
3,116 |
$316,000 |
789 |
|
FMR LLC |
2696 |
- |
2023-12-31 |
3,029 |
$279,000 |
554 |
|
Mutual Advisors LLC |
883 |
- |
2024-03-31 |
2,730 |
$277,000 |
144 |
|
|
100 Records found
|
1
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