|
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 |
|
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 |
|
PNC FINANCIAL SERVICES GROUP INC |
145 |
- |
2023-12-31 |
2,659,206 |
$131,338,000 |
1,493,793 |
|
ROYAL BANK OF CANADA |
447 |
- |
2023-12-31 |
2,205,680 |
$108,938,000 |
169,985 |
|
RENAISSANCE TECHNOLOGIES LLC |
185 |
- |
2023-12-31 |
1,569,600 |
$77,523,000 |
551,300 |
|
JANNEY MONTGOMERY SCOTT LLC |
120 |
- |
2024-03-31 |
1,099,975 |
$54,669,000 |
327,895 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
265 |
- |
2024-03-31 |
849,708 |
$42,231,000 |
115,712 |
|
RAYMOND JAMES & ASSOCIATES |
497 |
- |
2024-03-31 |
759,195 |
$37,732,000 |
180,871 |
|
Avestar Capital LLC |
5 |
- |
2023-12-31 |
623,161 |
$30,939,000 |
36,664 |
|
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 |
|
Buck Wealth Strategies LLC |
3 |
- |
2024-03-31 |
464,971 |
$23,109,000 |
320,464 |
|
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 |
|
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 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
351 |
- |
2024-03-31 |
267,860 |
$13,313,000 |
73,098 |
|
Stratos Wealth Partners LTD. |
97 |
- |
2024-03-31 |
264,014 |
$13,122,000 |
33,051 |
|
NORDEN GROUP LLC |
3 |
- |
2024-03-31 |
262,738 |
$13,058,000 |
211,739 |
|
MBM Wealth Consultants LLC |
6 |
- |
2024-03-31 |
248,391 |
$12,345,000 |
7,389 |
|
Equitable Holdings Inc. |
126 |
- |
2023-12-31 |
229,355 |
$11,328,000 |
51,538 |
|
Geneos Wealth Management Inc. |
41 |
- |
2024-03-31 |
227,690 |
$11,316,000 |
188,417 |
|
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 |
|
IAG Wealth Partners LLC |
15 |
- |
2024-03-31 |
196,710 |
$9,776,000 |
49,667 |
|
COMERICA BANK |
451 |
- |
2023-12-31 |
169,248 |
$8,359,000 |
17,178 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
163 |
- |
2024-03-31 |
159,994 |
$7,952,000 |
77,273 |
|
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 |
|
Baird Financial Group Inc. |
562 |
- |
2023-12-31 |
139,846 |
$6,907,000 |
10,358 |
|
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 |
|
Smallwood Wealth Investment Management LLC |
6 |
- |
2024-03-31 |
99,527 |
$4,946,000 |
6,011 |
|
WCG Wealth Advisors LLC |
72 |
- |
2023-12-31 |
98,723 |
$4,876,000 |
11,591 |
|
McMahon Financial Advisors LLC |
23 |
- |
2024-03-31 |
95,392 |
$4,741,000 |
5,235 |
|
Fountainhead AM LLC |
19 |
- |
2024-03-31 |
91,914 |
$4,568,000 |
3,638 |
|
BNP PARIBAS ARBITRAGE SA |
1047 |
- |
2024-03-31 |
86,941 |
$4,321,000 |
48,526 |
|
Brookstone Capital Management |
248 |
- |
2024-03-31 |
79,733 |
$3,963,000 |
45,395 |
|
J.W. COLE ADVISORS INC. |
115 |
- |
2024-03-31 |
78,991 |
$3,926,000 |
26,655 |
|
Advisory Resource Group |
20 |
- |
2023-12-31 |
79,400 |
$3,922,000 |
4,296 |
|
REGIONS FINANCIAL CORP |
264 |
- |
2024-03-31 |
77,630 |
$3,858,000 |
14,732 |
|
PCG Wealth Advisors LLC |
15 |
- |
2024-03-31 |
75,478 |
$3,751,000 |
15,980 |
|
Global Retirement Partners LLC |
158 |
- |
2024-03-31 |
74,548 |
$3,705,000 |
23,650 |
|
DAVENPORT & CO LLC |
348 |
- |
2024-03-31 |
68,768 |
$3,418,000 |
2,849 |
|
Crumly & Associates Inc. |
30 |
- |
2024-03-31 |
66,843 |
$3,322,000 |
4,506 |
|
Armor Investment Advisors LLC |
18 |
- |
2024-03-31 |
63,892 |
$3,175,000 |
973 |
|
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 |
|
Secure Asset Management LLC |
28 |
- |
2024-03-31 |
60,071 |
$2,986,000 |
2,177 |
|
Navis Wealth Advisors LLC |
5 |
- |
2024-03-31 |
58,465 |
$2,906,000 |
4,625 |
|
OPPENHEIMER & CO INC |
419 |
- |
2023-12-31 |
54,479 |
$2,691,000 |
11,838 |
|
Team Financial Group LLC |
14 |
- |
2023-12-31 |
53,670 |
$2,651,000 |
1,575 |
|
Wealthcare Advisory Partners LLC |
200 |
- |
2024-03-31 |
50,937 |
$2,532,000 |
36,559 |
|
Acorn Wealth Advisors LLC |
17 |
- |
2024-03-31 |
50,408 |
$2,505,000 |
7,043 |
|
Integrated Wealth Concepts LLC |
399 |
- |
2023-12-31 |
50,712 |
$2,505,000 |
1,867 |
|
DFPG INVESTMENTS INC. |
131 |
- |
2023-12-31 |
47,543 |
$2,349,000 |
3,582 |
|
Sigma Planning Corp |
267 |
- |
2024-03-31 |
46,807 |
$2,326,000 |
29,855 |
|
Financial Advocates Investment Management |
172 |
- |
2024-03-31 |
45,039 |
$2,238,000 |
108 |
|
TITLEIST ASSET MANAGEMENT LLC |
60 |
- |
2023-12-31 |
43,053 |
$2,126,000 |
1,125 |
|
Goss Wealth Management LLC |
630 |
- |
2023-12-31 |
42,640 |
$2,108,000 |
7,816 |
|
IHT Wealth Management LLC |
232 |
- |
2023-12-31 |
38,076 |
$1,881,000 |
20,842 |
|
CAMARDA FINANCIAL ADVISORS, LLC |
38 |
- |
2023-12-31 |
37,035 |
$1,829,000 |
285 |
|
First Citizens Financial Corp |
25 |
- |
2023-12-31 |
36,057 |
$1,781,000 |
5,076 |
|
Raab & Moskowitz Asset Management LLC |
58 |
- |
2023-12-31 |
32,000 |
$1,580,000 |
13,125 |
|
HARTFORD FINANCIAL MANAGEMENT INC. |
89 |
- |
2024-03-31 |
31,512 |
$1,566,000 |
12,444 |
|
PROVISE MANAGEMENT GROUP LLC |
143 |
- |
2023-12-31 |
30,937 |
$1,528,000 |
3,451 |
|
FIRST UNITED BANK TRUST/ |
51 |
- |
2024-03-31 |
28,943 |
$1,438,000 |
2,835 |
|
Koshinski Asset Management Inc. |
136 |
- |
2023-12-31 |
27,401 |
$1,353,000 |
11,158 |
|
MidWestOne Financial Group Inc. |
100 |
- |
2023-12-31 |
26,822 |
$1,325,000 |
7,831 |
|
Main Street Financial Solutions LLC |
143 |
- |
2024-03-31 |
26,228 |
$1,304,000 |
14,820 |
|
Coastal Investment Advisors Inc. |
92 |
- |
2024-03-31 |
26,142 |
$1,299,000 |
5,771 |
|
Masso Torrence Wealth Management Inc. |
30 |
- |
2024-03-31 |
25,448 |
$1,265,000 |
2,059 |
|
IFG Advisory LLC |
224 |
- |
2023-12-31 |
25,201 |
$1,245,000 |
1,858 |
|
USAdvisors Wealth Management LLC |
57 |
- |
2024-03-31 |
24,339 |
$1,209,000 |
24,339 |
|
Merit Financial Group LLC |
310 |
- |
2023-12-31 |
20,770 |
$1,026,000 |
2,050 |
|
GREAT VALLEY ADVISOR GROUP INC. |
337 |
- |
2023-12-31 |
20,559 |
$1,015,000 |
5,170 |
|
Systelligence LLC |
42 |
- |
2024-03-31 |
19,502 |
$969,000 |
1,742 |
|
Goldstein Advisors LLC |
49 |
- |
2023-12-31 |
18,651 |
$921,000 |
4,608 |
|
DAYMARK WEALTH PARTNERS LLC |
210 |
- |
2024-03-31 |
18,279 |
$908,000 |
5,809 |
|
626 Financial LLC |
36 |
- |
2024-03-31 |
17,499 |
$870,000 |
4,968 |
|
EHRLICH FINANCIAL GROUP |
33 |
- |
2024-03-31 |
14,893 |
$740,000 |
2,444 |
|
Commonwealth Retirement Investments LLC |
61 |
- |
2024-03-31 |
13,874 |
$690,000 |
38 |
|
PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
89 |
- |
2023-12-31 |
12,994 |
$642,000 |
3,092 |
|
REGATTA CAPITAL GROUP LLC |
97 |
- |
2024-03-31 |
12,852 |
$639,000 |
12,852 |
|
Breakwater Capital Group |
133 |
- |
2024-03-31 |
12,276 |
$610,000 |
1,291 |
|
RSM US WEALTH MANAGEMENT LLC |
393 |
- |
2024-03-31 |
12,095 |
$601,000 |
1,293 |
|
BANK OF MONTREAL /CAN/ |
1914 |
- |
2023-12-31 |
12,071 |
$596,000 |
12,071 |
|
CWM LLC |
1089 |
- |
2024-03-31 |
10,956 |
$545,000 |
8,107 |
|
NATIONAL ASSET MANAGEMENT, INC. |
800 |
- |
2023-12-31 |
10,209 |
$507,000 |
3 |
|
Focused Wealth Management Inc |
76 |
- |
2023-12-31 |
10,131 |
$500,000 |
143 |
|
OLD MISSION CAPITAL LLC |
625 |
- |
2023-12-31 |
9,842 |
$486,000 |
9,842 |
|
WNY Asset Management LLC |
147 |
- |
2023-12-31 |
9,520 |
$470,000 |
2,670 |
|
Rehmann Capital Advisory Group |
340 |
- |
2024-03-31 |
9,106 |
$453,000 |
71 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
300 |
- |
2023-12-31 |
8,453 |
$417,000 |
8,453 |
|
PINNACLE FINANCIAL PARTNERS INC |
347 |
- |
2024-03-31 |
7,670 |
$381,000 |
176 |
|
Gratus Capital LLC |
198 |
- |
2023-12-31 |
7,504 |
$371,000 |
1,863 |
|
|
100 Records found
|
1
|
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