|
Institutional
Holders
Total
Institutions:
|
239 6 |
|
Total
shares held :
|
88,738,813 |
|
% of shares
held :
|
22.23% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
11 |
|
Amount
of shares held :
|
4,343,628 |
|
% of shares
held change :
|
1.09% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$49.26 |
|
Last
Quarter's Ending
Price :
|
$49.39 |
|
Last
Quarter's Average
Price :
|
$49.40 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
0.22 (0.45%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
30
|
1,321,264
|
1.49%
|
|
|
Increased
Positions : |
100
|
10,555,709
|
11.9%
|
|
|
Unchanged
Positions : |
26
|
3,072,369
|
3.46%
|
|
|
Decreased
Positions : |
83
|
-6,337,031
|
-7.14%
|
|
|
Closed
Positions : |
36
|
-1,196,314
|
-1.35%
|
|
|
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 |
J P MORGAN CHASE & CO |
159 |
- |
2023-12-31 |
26,163,461 |
$1,292,213,000 |
3,470,574 |
|
MORGAN STANLEY |
418 |
- |
2023-12-31 |
9,691,515 |
$478,664,000 |
1,004,799 |
|
BANK OF AMERICA CORP /DE/ |
381 |
- |
2023-12-31 |
7,584,760 |
$374,611,000 |
-294,275 |
|
FMR LLC |
586 |
- |
2023-12-31 |
6,139,415 |
$303,226,000 |
-1,534,647 |
|
LPL FINANCIAL CORP |
154 |
- |
2023-12-31 |
4,114,400 |
$203,210,000 |
1,013,598 |
|
WELLS FARGO & CO/MN |
289 |
- |
2023-12-31 |
3,706,189 |
$183,049,000 |
542,492 |
|
NORDEN GROUP LLC |
9 |
- |
2024-03-31 |
3,152,844 |
$156,697,000 |
3,101,845 |
|
PNC FINANCIAL SERVICES GROUP INC |
145 |
- |
2023-12-31 |
2,659,206 |
$131,338,000 |
1,493,793 |
|
PRUDENTIAL FINANCIAL INC |
102 |
- |
2023-12-31 |
2,597,880 |
$128,309,000 |
0 |
|
ROYAL BANK OF CANADA |
447 |
- |
2023-12-31 |
2,205,680 |
$108,938,000 |
169,985 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
141 |
- |
2023-12-31 |
1,998,852 |
$98,723,000 |
36,109 |
|
UBS Group AG |
478 |
- |
2023-12-31 |
1,691,234 |
$83,530,000 |
-15,056 |
|
RENAISSANCE TECHNOLOGIES LLC |
185 |
- |
2023-12-31 |
1,569,600 |
$77,523,000 |
551,300 |
|
Advisor Group Holdings Inc. |
236 |
- |
2023-12-31 |
892,435 |
$44,081,000 |
-248,139 |
|
Crane Advisory LLC |
6 |
- |
2024-03-31 |
874,199 |
$43,282,000 |
-44,913 |
|
FLOW TRADERS U.S. LLC |
13 |
*New |
2023-12-31 |
873,909 |
$43,162,000 |
873,909 |
|
JANNEY MONTGOMERY SCOTT LLC |
163 |
- |
2023-12-31 |
772,080 |
$38,133,000 |
138,144 |
|
Summit Global Investments |
5 |
- |
2023-12-31 |
756,920 |
$37,384,000 |
-18,545 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
279 |
- |
2023-12-31 |
733,996 |
$36,252,000 |
-56,545 |
|
Avestar Capital LLC |
5 |
- |
2023-12-31 |
623,161 |
$30,939,000 |
36,664 |
|
RAYMOND JAMES & ASSOCIATES |
590 |
- |
2023-12-31 |
578,324 |
$28,563,000 |
28,294 |
|
Vickerman Investment Advisors Inc. |
2 |
- |
2023-12-31 |
548,816 |
$27,106,000 |
173,717 |
|
STIFEL FINANCIAL CORP |
426 |
- |
2023-12-31 |
510,184 |
$25,198,000 |
2,190 |
|
FINANCIAL NETWORK |
182 |
- |
2023-12-31 |
416,780 |
$20,585,000 |
16,264 |
|
IRONWOOD WEALTH MANAGEMENT INC. |
3 |
- |
2024-03-31 |
371,373 |
$18,403,000 |
7,987 |
|
Main Street Group LTD |
3 |
- |
2023-12-31 |
352,184 |
$17,394,000 |
0 |
|
ENVESTNET ASSET MANAGEMENT INC |
1135 |
- |
2023-12-31 |
340,434 |
$16,814,000 |
-889,217 |
|
Cedar Mountain Advisors LLC |
9 |
- |
2024-03-31 |
306,111 |
$15,214,000 |
8,039 |
|
Arete Wealth Advisors LLC |
17 |
- |
2023-12-31 |
283,115 |
$13,983,000 |
283,115 |
|
AE Wealth Management LLC |
319 |
- |
2023-12-31 |
278,367 |
$13,818,000 |
-258,598 |
|
Stratos Wealth Partners LTD. |
97 |
- |
2024-03-31 |
264,014 |
$13,122,000 |
33,051 |
|
MBM Wealth Consultants LLC |
6 |
- |
2024-03-31 |
248,391 |
$12,345,000 |
7,389 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
428 |
- |
2024-03-31 |
235,746 |
$11,717,000 |
-18,049 |
|
Equitable Holdings Inc. |
126 |
- |
2023-12-31 |
229,355 |
$11,328,000 |
51,538 |
|
Private Advisor Group LLC |
221 |
- |
2023-12-31 |
224,386 |
$11,082,000 |
17,219 |
|
Mason & Associates Inc |
6 |
- |
2023-12-31 |
222,440 |
$10,986,000 |
-54,585 |
|
LITTLE HOUSE CAPITAL LLC |
4 |
- |
2024-03-31 |
208,032 |
$10,339,000 |
12,499 |
|
Inspire Advisors LLC |
9 |
- |
2023-12-31 |
204,176 |
$10,084,000 |
13,899 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
424 |
- |
2023-12-31 |
194,762 |
$9,619,000 |
-186,185 |
|
TRANSAMERICA FINANCIAL ADVISORS, INC. |
17 |
- |
2023-12-31 |
183,056 |
$9,042,000 |
-75,977 |
|
COMERICA BANK |
451 |
- |
2023-12-31 |
169,248 |
$8,359,000 |
17,178 |
|
TOWNSQUARE CAPITAL LLC |
142 |
- |
2023-12-31 |
161,714 |
$7,987,000 |
-155,006 |
|
IAG Wealth Partners LLC |
16 |
- |
2023-12-31 |
147,043 |
$7,262,000 |
55,491 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
451 |
- |
2023-12-31 |
146,544 |
$7,238,000 |
28,347 |
|
Ignite Planners LLC |
7 |
- |
2024-03-31 |
145,579 |
$7,202,000 |
41,194 |
|
Buck Wealth Strategies LLC |
|
- |
2023-12-31 |
144,507 |
$7,137,000 |
67,619 |
|
Baird Financial Group Inc. |
562 |
- |
2023-12-31 |
139,846 |
$6,907,000 |
10,358 |
|
Rockefeller Capital Management L.P. |
567 |
- |
2023-12-31 |
132,426 |
$6,541,000 |
-219 |
|
CATALYST CAPITAL ADVISORS LLC |
56 |
- |
2023-12-31 |
132,165 |
$6,528,000 |
-88,000 |
|
AMERIPRISE FINANCIAL INC |
2085 |
*New |
2023-12-31 |
130,899 |
$6,465,000 |
130,899 |
|
RFG Advisory Group LLC |
85 |
- |
2024-03-31 |
116,046 |
$5,768,000 |
107,814 |
|
Lakeshore Financial Planning Inc. |
11 |
- |
2023-12-31 |
110,488 |
$5,457,000 |
24,220 |
|
IFRAH FINANCIAL SERVICES INC |
16 |
- |
2023-12-31 |
110,271 |
$5,446,000 |
1,291 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
792 |
- |
2023-12-31 |
103,047 |
$5,090,000 |
-3,079 |
|
Marmo Financial Group LLC |
9 |
- |
2023-12-31 |
99,177 |
$4,898,000 |
-454 |
|
WCG Wealth Advisors LLC |
72 |
- |
2023-12-31 |
98,723 |
$4,876,000 |
11,591 |
|
MULTIFINANCIAL SECURITIES CORP |
292 |
- |
2023-12-31 |
95,791 |
$4,731,000 |
-13,094 |
|
Smallwood Wealth Investment Management LLC |
|
- |
2023-12-31 |
93,516 |
$4,619,000 |
-13,595 |
|
Atria Wealth Solutions Inc. |
342 |
- |
2023-12-31 |
92,821 |
$4,594,000 |
-188,838 |
|
McMahon Financial Advisors LLC |
20 |
- |
2023-12-31 |
90,157 |
$4,453,000 |
-553 |
|
Fountainhead AM LLC |
20 |
- |
2023-12-31 |
88,276 |
$4,360,000 |
-19,010 |
|
MML INVESTORS SERVICES LLC |
682 |
- |
2023-12-31 |
84,387 |
$4,168,000 |
-32,404 |
|
KB FINANCIAL PARTNERS LLC |
8 |
- |
2023-09-30 |
84,090 |
$4,163,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
225 |
- |
2023-12-31 |
82,721 |
$4,086,000 |
82,231 |
|
Brookstone Capital Management |
248 |
- |
2024-03-31 |
79,733 |
$3,963,000 |
45,395 |
|
Advisory Resource Group |
20 |
- |
2023-12-31 |
79,400 |
$3,922,000 |
4,296 |
|
Americana Partners LLC |
|
- |
2023-12-31 |
73,355 |
$3,912,000 |
-20,210 |
|
MARINER WEALTH ADVISORS, LLC |
783 |
- |
2023-12-31 |
77,412 |
$3,823,000 |
-82,991 |
|
PCG Wealth Advisors LLC |
15 |
- |
2024-03-31 |
75,478 |
$3,751,000 |
15,980 |
|
RETIREMENT PLANNING GROUP |
42 |
*New |
2024-03-31 |
71,669 |
$3,562,000 |
71,669 |
|
FLC Capital Advisors |
27 |
- |
2023-12-31 |
69,030 |
$3,409,000 |
-21,615 |
|
IFP Advisors Inc |
135 |
- |
2023-12-31 |
68,982 |
$3,407,000 |
-6,683 |
|
SHEETS SMITH & ASSOCIATES INC |
52 |
- |
2023-09-30 |
68,290 |
$3,380,000 |
-5,087 |
|
Grant/GrossMendelsohn LLC |
18 |
- |
2023-12-31 |
67,043 |
$3,328,000 |
-3,697 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
65,919 |
$3,256,000 |
4,035 |
|
Armor Investment Advisors LLC |
18 |
- |
2023-12-31 |
62,919 |
$3,108,000 |
1,451 |
|
REGIONS FINANCIAL CORP |
285 |
- |
2023-12-31 |
62,898 |
$3,107,000 |
-6,046 |
|
Crumly & Associates Inc. |
31 |
*New |
2023-12-31 |
62,337 |
$3,079,000 |
62,337 |
|
Gladstone Institutional Advisory LLC |
148 |
- |
2023-12-31 |
62,133 |
$3,069,000 |
7,156 |
|
JANE STREET GROUP LLC |
1959 |
- |
2023-12-31 |
61,951 |
$3,060,000 |
42,805 |
|
ADVISORY SERVICES NETWORK, LLC |
302 |
- |
2023-12-31 |
61,164 |
$3,021,000 |
967 |
|
Cetera Investment Advisers |
622 |
- |
2023-12-31 |
60,863 |
$3,006,000 |
-509,519 |
|
BEAM Asset Management LLC |
15 |
*New |
2023-12-31 |
59,486 |
$2,938,000 |
59,486 |
|
Secure Asset Management LLC |
|
- |
2023-12-31 |
57,894 |
$2,859,000 |
-782 |
|
DRIVE WEALTH MANAGEMENT LLC |
|
- |
2023-12-31 |
55,061 |
$2,734,000 |
-5,499 |
|
OPPENHEIMER & CO INC |
419 |
- |
2023-12-31 |
54,479 |
$2,691,000 |
11,838 |
|
FLAGSHIP HARBOR ADVISORS LLC |
126 |
- |
2024-03-31 |
53,720 |
$2,670,000 |
-644,403 |
|
Navis Wealth Advisors LLC |
6 |
- |
2023-12-31 |
53,840 |
$2,659,000 |
-7,368 |
|
Team Financial Group LLC |
14 |
- |
2023-12-31 |
53,670 |
$2,651,000 |
1,575 |
|
J.W. COLE ADVISORS INC. |
160 |
- |
2023-12-31 |
52,336 |
$2,585,000 |
15,453 |
|
Wealthcare Advisory Partners LLC |
200 |
- |
2024-03-31 |
50,937 |
$2,532,000 |
36,559 |
|
Global Retirement Partners LLC |
187 |
- |
2023-12-31 |
50,898 |
$2,521,000 |
-2,019 |
|
Integrated Wealth Concepts LLC |
399 |
- |
2023-12-31 |
50,712 |
$2,505,000 |
1,867 |
|
SAXON INTERESTS INC. |
20 |
- |
2024-03-31 |
49,448 |
$2,458,000 |
-1,424 |
|
SAM Advisors LLC |
19 |
- |
2023-12-31 |
49,258 |
$2,433,000 |
-7,492 |
|
Kestra Advisory Services LLC |
718 |
- |
2023-12-31 |
48,375 |
$2,389,000 |
-2,773 |
|
Ellenbecker Investment Group |
22 |
- |
2024-03-31 |
47,725 |
$2,372,000 |
-2,579 |
|
DFPG INVESTMENTS INC. |
131 |
- |
2023-12-31 |
47,543 |
$2,349,000 |
3,582 |
|
Resources Investment Advisors Inc. |
288 |
- |
2023-12-31 |
46,523 |
$2,298,000 |
-86,571 |
|
Financial Advocates Investment Management |
160 |
- |
2023-12-31 |
44,931 |
$2,219,000 |
13,621 |
|
|
100 Records found
|
1
|
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