|
Institutional
Holders
Total
Institutions:
|
274 18 |
|
Total
shares held :
|
31,350,522 |
|
% of shares
held :
|
68.9% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
117 |
|
Amount
of shares held :
|
4,150,168 |
|
% of shares
held change :
|
9.12% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$90.38 |
|
Last
Quarter's Ending
Price :
|
$98.04 |
|
Last
Quarter's Average
Price :
|
$92.45 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
9.66 (10.45%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
MORGAN STANLEY |
394 |
- |
2023-12-31 |
5,089,553 |
$498,980,000 |
103,428 |
|
LPL FINANCIAL CORP |
104 |
- |
2023-12-31 |
3,328,513 |
$326,327,000 |
658,235 |
|
ENVESTNET ASSET MANAGEMENT INC |
245 |
- |
2023-12-31 |
1,952,588 |
$191,432,000 |
643,044 |
|
BANK OF AMERICA CORP /DE/ |
665 |
- |
2023-12-31 |
1,522,473 |
$149,263,000 |
37,312 |
|
RETIREMENT PLANNING GROUP |
1 |
- |
2024-03-31 |
1,225,179 |
$130,469,000 |
-2,849 |
|
FIFTH THIRD BANCORP |
51 |
- |
2023-12-31 |
1,218,843 |
$119,495,000 |
117,633 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
117 |
- |
2023-12-31 |
1,165,962 |
$114,311,000 |
151,991 |
|
Silicon Valley Capital Partners |
1 |
- |
2023-12-31 |
878,833 |
$86,161,000 |
-9,899 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
147 |
- |
2023-12-31 |
866,660 |
$84,967,000 |
1,339 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
154 |
- |
2023-12-31 |
560,654 |
$54,967,000 |
233,420 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
79 |
- |
2023-12-31 |
557,049 |
$54,613,000 |
126,052 |
|
MML INVESTORS SERVICES LLC |
86 |
- |
2023-12-31 |
528,800 |
$51,844,000 |
262,957 |
|
WELLS FARGO & CO/MN |
678 |
- |
2023-12-31 |
523,727 |
$51,346,000 |
273,734 |
|
ROYAL BANK OF CANADA |
699 |
- |
2023-12-31 |
508,405 |
$49,844,000 |
163,245 |
|
Advisor Group Holdings Inc. |
216 |
- |
2023-12-31 |
495,707 |
$48,611,000 |
-182,882 |
|
Kestra Advisory Services LLC |
40 |
- |
2023-12-31 |
474,308 |
$46,501,000 |
167,194 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
237 |
- |
2023-12-31 |
439,527 |
$43,091,000 |
15,098 |
|
J P MORGAN CHASE & CO |
1215 |
- |
2023-12-31 |
399,863 |
$39,203,000 |
62,038 |
|
AMERIPRISE FINANCIAL INC |
905 |
- |
2023-12-31 |
388,099 |
$37,979,000 |
183,747 |
|
UBS Group AG |
830 |
- |
2023-12-31 |
363,383 |
$35,626,000 |
19,391 |
|
RAYMOND JAMES & ASSOCIATES |
581 |
- |
2023-12-31 |
297,435 |
$29,161,000 |
129,162 |
|
AFFINITY WEALTH MANAGEMENT |
8 |
- |
2024-03-31 |
234,447 |
$24,966,000 |
1,984 |
|
Eagle Strategies LLC |
|
- |
2023-12-31 |
236,954 |
$23,231,000 |
-1,518 |
|
Stratos Wealth Partners LTD. |
43 |
- |
2024-03-31 |
213,277 |
$22,712,000 |
42,643 |
|
HOWARD FINANCIAL SERVICES LTD. |
6 |
- |
2024-03-31 |
204,668 |
$21,795,000 |
23,231 |
|
DOrazio & Associates Inc. |
9 |
- |
2023-12-31 |
217,540 |
$21,328,000 |
119,312 |
|
H D Vest Advisory Services |
75 |
- |
2023-12-31 |
214,272 |
$21,007,000 |
22,429 |
|
STIFEL FINANCIAL CORP |
517 |
- |
2023-12-31 |
200,618 |
$19,671,000 |
-3,253 |
|
Wealthcare Advisory Partners LLC |
34 |
- |
2024-03-31 |
178,540 |
$19,013,000 |
16,734 |
|
Global Retirement Partners LLC |
24 |
- |
2023-12-31 |
187,154 |
$17,791,000 |
55,295 |
|
BB&T CORP |
453 |
- |
2023-12-31 |
172,968 |
$16,958,000 |
36,510 |
|
Perennial Investment Advisors LLC |
5 |
- |
2023-12-31 |
172,190 |
$16,881,000 |
39,036 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
369 |
- |
2024-03-31 |
147,399 |
$15,696,000 |
-12,352 |
|
HIGHTOWER ADVISORS, LLC |
542 |
- |
2023-12-31 |
159,651 |
$15,644,000 |
10,187 |
|
JANNEY MONTGOMERY SCOTT LLC |
389 |
- |
2023-12-31 |
145,439 |
$14,259,000 |
24,603 |
|
Envestnet Portfolio Solutions Inc. |
176 |
- |
2023-12-31 |
133,509 |
$13,089,000 |
40,614 |
|
WEALTH MANAGEMENT RESOURCES INC. |
7 |
- |
2024-03-31 |
122,813 |
$13,078,000 |
5,011 |
|
Atria Wealth Solutions Inc. |
140 |
- |
2023-12-31 |
128,472 |
$12,595,000 |
15,445 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
119,122 |
$11,679,000 |
12,793 |
|
PARK AVENUE SECURITIES LLC |
102 |
- |
2024-03-31 |
109,068 |
$11,615,000 |
22,161 |
|
Private Advisor Group LLC |
212 |
- |
2023-12-31 |
117,580 |
$11,528,000 |
7,427 |
|
WESCAP Management Group Inc. |
7 |
- |
2023-12-31 |
116,929 |
$11,464,000 |
-1,253 |
|
GeoWealth Management LLC |
27 |
- |
2023-12-31 |
115,423 |
$11,316,000 |
19,129 |
|
Cedar Wealth Management LLC |
6 |
- |
2023-12-31 |
114,431 |
$11,219,000 |
34,224 |
|
TrinityPoint Wealth LLC |
7 |
- |
2023-12-31 |
113,895 |
$11,166,000 |
45,094 |
|
REGAL INVESTMENT ADVISORS, LLC |
22 |
- |
2023-12-31 |
111,498 |
$10,931,000 |
-6 |
|
Steward Partners Investment Advisory LLC |
150 |
- |
2023-12-31 |
110,726 |
$10,856,000 |
-34,579 |
|
Equitable Holdings Inc. |
134 |
- |
2023-12-31 |
104,767 |
$10,271,000 |
1,468 |
|
Principle Wealth Partners LLC |
30 |
- |
2024-03-31 |
93,855 |
$9,995,000 |
9,440 |
|
Planned Solutions Inc. |
6 |
- |
2023-12-31 |
99,876 |
$9,792,000 |
1,032 |
|
OPPENHEIMER & CO INC |
127 |
- |
2023-12-31 |
98,495 |
$9,656,000 |
9,388 |
|
AE Wealth Management LLC |
402 |
- |
2023-12-31 |
99,116 |
$9,571,000 |
95,271 |
|
MONEY CONCEPTS CAPITAL CORP |
30 |
- |
2023-12-31 |
95,199 |
$9,333,000 |
-6,764 |
|
CREATIVE PLANNING |
405 |
- |
2023-12-31 |
91,672 |
$8,988,000 |
14,599 |
|
FLAGSHIP HARBOR ADVISORS LLC |
32 |
- |
2024-03-31 |
83,983 |
$8,943,000 |
25,084 |
|
Goss Wealth Management LLC |
238 |
- |
2023-12-31 |
84,360 |
$8,220,000 |
1,063 |
|
BMS Financial Advisors LLC |
5 |
- |
2023-06-30 |
88,617 |
$8,045,000 |
68,985 |
|
Cetera Investment Advisers |
283 |
- |
2023-12-31 |
81,972 |
$8,037,000 |
38,419 |
|
Financial Advocates Investment Management |
40 |
- |
2023-12-31 |
80,957 |
$7,937,000 |
1,405 |
|
PRUDENTIAL FINANCIAL INC |
743 |
- |
2023-12-31 |
80,654 |
$7,907,000 |
44,509 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
35 |
- |
2023-12-31 |
78,693 |
$7,715,000 |
9,743 |
|
LIBERTY ONE INVESTMENT MANAGEMENT LLC |
|
- |
2023-12-31 |
78,358 |
$7,682,000 |
-1,666 |
|
MONTICELLO WEALTH MANAGEMENT LLC |
28 |
- |
2023-12-31 |
78,329 |
$7,679,000 |
3,241 |
|
ASB Consultores LLC |
12 |
- |
2023-12-31 |
75,743 |
$7,426,000 |
-24,276 |
|
Darrow Company Inc. |
9 |
*New |
2023-12-31 |
74,912 |
$7,344,000 |
74,912 |
|
Trademark Financial Management LLC |
6 |
- |
2023-12-31 |
74,037 |
$7,259,000 |
0 |
|
Steel Peak Wealth Management LLC |
61 |
- |
2024-03-31 |
67,148 |
$7,151,000 |
23,820 |
|
Scarborough Advisors LLC |
21 |
*New |
2023-12-31 |
68,625 |
$6,728,000 |
68,625 |
|
COZAD ASSET MANAGEMENT INC |
35 |
- |
2023-12-31 |
68,115 |
$6,678,000 |
9,431 |
|
Financial Designs Corp |
9 |
*New |
2024-03-31 |
62,670 |
$6,674,000 |
62,670 |
|
MARINER WEALTH ADVISORS, LLC |
592 |
- |
2023-12-31 |
67,872 |
$6,654,000 |
10,989 |
|
AVAII WEALTH MANAGEMENT LLC |
4 |
- |
2023-12-31 |
66,217 |
$6,492,000 |
8,013 |
|
WAGNER CAPITAL MANAGEMENT CORP |
40 |
- |
2024-03-31 |
59,867 |
$6,375,000 |
-3,452 |
|
SPINNAKER TRUST |
61 |
- |
2023-12-31 |
61,461 |
$6,026,000 |
9,243 |
|
Pine Harbor Wealth Management LLC |
5 |
- |
2023-12-31 |
58,466 |
$5,732,000 |
0 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
478 |
- |
2023-09-30 |
62,011 |
$5,658,000 |
8,400 |
|
Rockefeller Capital Management L.P. |
604 |
- |
2023-12-31 |
57,443 |
$5,632,000 |
-27,262 |
|
Santori & Peters Inc. |
8 |
- |
2024-03-31 |
51,408 |
$5,474,000 |
-344 |
|
Stratos Wealth Advisors LLC |
78 |
- |
2024-03-31 |
51,289 |
$5,462,000 |
466 |
|
FINANCIAL NETWORK |
553 |
- |
2023-12-31 |
53,666 |
$5,261,000 |
12,457 |
|
Family Asset Management LLC |
6 |
- |
2023-12-31 |
52,616 |
$5,158,000 |
4,199 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
77 |
- |
2023-12-31 |
51,919 |
$5,090,000 |
-6,990 |
|
Breakwater Capital Group |
18 |
- |
2024-03-31 |
46,811 |
$4,985,000 |
966 |
|
PROEQUITIES INC. |
61 |
- |
2023-12-31 |
50,364 |
$4,938,000 |
10,363 |
|
Wealth Enhancement & Preservation of GA LLC |
4 |
- |
2023-06-30 |
53,273 |
$4,836,000 |
6,545 |
|
Milestone Investment Advisors LLC |
20 |
- |
2023-12-31 |
48,787 |
$4,783,000 |
4,433 |
|
DAVIDSON D A & CO |
299 |
- |
2023-12-31 |
48,660 |
$4,771,000 |
10,583 |
|
Fifth Third Securities Inc. |
60 |
- |
2024-03-31 |
43,790 |
$4,663,000 |
-10,491 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
45,420 |
$4,453,000 |
7,206 |
|
Trilogy Capital Inc. |
78 |
- |
2024-03-31 |
40,777 |
$4,342,000 |
3,337 |
|
SYNOVUS FINANCIAL CORP |
193 |
- |
2023-12-31 |
43,177 |
$4,234,000 |
14,969 |
|
Lakeview Capital Partners LLC |
25 |
- |
2023-12-31 |
42,221 |
$4,139,000 |
3,854 |
|
Strategic Blueprint LLC |
|
- |
2023-12-31 |
41,998 |
$4,118,000 |
5,794 |
|
Catalytic Wealth RIA LLC |
10 |
- |
2023-12-31 |
41,800 |
$4,098,000 |
0 |
|
Pensionmark Financial Group LLC |
38 |
- |
2023-12-31 |
39,467 |
$3,869,000 |
33,501 |
|
First Capital Advisors Group LLC. |
11 |
- |
2023-06-30 |
42,432 |
$3,852,000 |
1,581 |
|
Mutual Advisors LLC |
161 |
- |
2023-12-31 |
37,846 |
$3,710,000 |
1,476 |
|
FIRST UNITED BANK TRUST/ |
9 |
- |
2023-12-31 |
37,776 |
$3,704,000 |
8,587 |
|
Lionsbridge Wealth Management LLC |
12 |
- |
2023-12-31 |
36,739 |
$3,602,000 |
9,900 |
|
RENAISSANCE TECHNOLOGIES LLC |
1560 |
*New |
2023-12-31 |
36,500 |
$3,578,000 |
36,500 |
|
|
100 Records found
|
1
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