|
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 :
|
|
|
10.54 (11.4%) |
|
|
|
|
|
|
|
|
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 |
103 |
- |
2024-03-31 |
3,529,968 |
$375,906,000 |
201,455 |
|
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 |
|
FIFTH THIRD BANCORP |
46 |
- |
2024-03-31 |
1,296,714 |
$138,087,000 |
77,871 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
110 |
- |
2024-03-31 |
1,169,341 |
$124,523,000 |
3,379 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
147 |
- |
2023-12-31 |
866,660 |
$84,967,000 |
1,339 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
72 |
- |
2024-03-31 |
608,542 |
$64,804,000 |
51,493 |
|
WELLS FARGO & CO/MN |
653 |
- |
2024-03-31 |
552,703 |
$58,857,000 |
28,976 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
154 |
- |
2023-12-31 |
560,654 |
$54,967,000 |
233,420 |
|
MML INVESTORS SERVICES LLC |
86 |
- |
2023-12-31 |
528,800 |
$51,844,000 |
262,957 |
|
ROYAL BANK OF CANADA |
699 |
- |
2023-12-31 |
508,405 |
$49,844,000 |
163,245 |
|
Kestra Advisory Services LLC |
40 |
- |
2023-12-31 |
474,308 |
$46,501,000 |
167,194 |
|
J P MORGAN CHASE & CO |
1210 |
- |
2024-03-31 |
431,080 |
$45,906,000 |
31,217 |
|
AMERIPRISE FINANCIAL INC |
905 |
- |
2023-12-31 |
388,099 |
$37,979,000 |
183,747 |
|
RAYMOND JAMES & ASSOCIATES |
520 |
- |
2024-03-31 |
335,710 |
$35,750,000 |
38,275 |
|
UBS Group AG |
830 |
- |
2023-12-31 |
363,383 |
$35,626,000 |
19,391 |
|
DOrazio & Associates Inc. |
9 |
- |
2024-03-31 |
237,929 |
$25,337,000 |
20,389 |
|
AFFINITY WEALTH MANAGEMENT |
8 |
- |
2024-03-31 |
234,447 |
$24,966,000 |
1,984 |
|
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 |
|
49 WEALTH MANAGEMENT LLC |
8 |
- |
2024-03-31 |
201,201 |
$21,472,000 |
24,946 |
|
Global Retirement Partners LLC |
24 |
- |
2024-03-31 |
189,836 |
$20,216,000 |
2,682 |
|
Envestnet Portfolio Solutions Inc. |
131 |
- |
2024-03-31 |
184,667 |
$19,665,000 |
51,158 |
|
Wealthcare Advisory Partners LLC |
34 |
- |
2024-03-31 |
178,540 |
$19,013,000 |
16,734 |
|
HIGHTOWER ADVISORS, LLC |
496 |
- |
2024-03-31 |
170,795 |
$18,184,000 |
11,144 |
|
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 |
|
JANNEY MONTGOMERY SCOTT LLC |
393 |
- |
2024-03-31 |
147,715 |
$15,730,000 |
2,276 |
|
HANSON MCCLAIN, INC. |
96 |
- |
2024-03-31 |
126,407 |
$13,461,000 |
7,285 |
|
WEALTH MANAGEMENT RESOURCES INC. |
7 |
- |
2024-03-31 |
122,813 |
$13,078,000 |
5,011 |
|
TrinityPoint Wealth LLC |
8 |
- |
2024-03-31 |
122,149 |
$13,008,000 |
8,254 |
|
Atria Wealth Solutions Inc. |
140 |
- |
2023-12-31 |
128,472 |
$12,595,000 |
15,445 |
|
PARK AVENUE SECURITIES LLC |
102 |
- |
2024-03-31 |
109,068 |
$11,615,000 |
22,161 |
|
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 |
|
Planned Solutions Inc. |
6 |
- |
2024-03-31 |
101,109 |
$10,767,000 |
1,233 |
|
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 |
|
Darrow Company Inc. |
5 |
- |
2024-03-31 |
91,824 |
$9,778,000 |
16,912 |
|
AE Wealth Management LLC |
402 |
- |
2023-12-31 |
99,116 |
$9,571,000 |
95,271 |
|
Financial Advocates Investment Management |
41 |
- |
2024-03-31 |
84,819 |
$9,032,000 |
3,862 |
|
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 |
|
SPINNAKER TRUST |
45 |
- |
2024-03-31 |
77,368 |
$8,239,000 |
15,907 |
|
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 |
|
PRUDENTIAL FINANCIAL INC |
743 |
- |
2023-12-31 |
80,654 |
$7,907,000 |
44,509 |
|
Scarborough Advisors LLC |
12 |
- |
2024-03-31 |
74,130 |
$7,894,000 |
5,505 |
|
AVAII WEALTH MANAGEMENT LLC |
5 |
- |
2024-03-31 |
67,875 |
$7,228,000 |
1,658 |
|
Steel Peak Wealth Management LLC |
61 |
- |
2024-03-31 |
67,148 |
$7,151,000 |
23,820 |
|
MARINER WEALTH ADVISORS, LLC |
592 |
- |
2023-12-31 |
67,872 |
$6,654,000 |
10,989 |
|
PROEQUITIES INC. |
50 |
- |
2024-03-31 |
58,686 |
$6,249,000 |
8,322 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
478 |
- |
2023-09-30 |
62,011 |
$5,658,000 |
8,400 |
|
Stratos Wealth Advisors LLC |
78 |
- |
2024-03-31 |
51,289 |
$5,462,000 |
466 |
|
Integrated Advisors Network LLC |
97 |
- |
2024-03-31 |
49,483 |
$5,269,000 |
39,641 |
|
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 |
|
Geneos Wealth Management Inc. |
111 |
- |
2024-03-31 |
47,089 |
$5,015,000 |
1,669 |
|
Strategic Blueprint LLC |
70 |
- |
2024-03-31 |
46,832 |
$4,987,000 |
4,834 |
|
Breakwater Capital Group |
18 |
- |
2024-03-31 |
46,811 |
$4,985,000 |
966 |
|
Catalytic Wealth RIA LLC |
21 |
- |
2024-03-31 |
45,681 |
$4,865,000 |
3,881 |
|
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 |
|
FIRST UNITED BANK TRUST/ |
9 |
- |
2024-03-31 |
41,092 |
$4,376,000 |
3,316 |
|
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 |
|
Mutual Advisors LLC |
151 |
- |
2024-03-31 |
38,316 |
$4,080,000 |
470 |
|
Csenge Advisory Group |
85 |
- |
2024-03-31 |
36,890 |
$3,928,000 |
2,497 |
|
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 |
|
LINCOLN NATIONAL CORP |
195 |
- |
2024-03-31 |
36,128 |
$3,847,000 |
23,149 |
|
ADVISORY SERVICES NETWORK, LLC |
281 |
- |
2024-03-31 |
34,491 |
$3,673,000 |
8,336 |
|
PROSPERA FINANCIAL SERVICES |
203 |
- |
2023-12-31 |
35,600 |
$3,490,000 |
4,687 |
|
FIRST HEARTLAND CONSULTANTS INC |
77 |
- |
2024-03-31 |
29,564 |
$3,148,000 |
5,950 |
|
Johnson & White Wealth Management LLC |
14 |
- |
2024-03-31 |
29,466 |
$3,138,000 |
1,622 |
|
Integrated Wealth Concepts LLC |
340 |
- |
2023-12-31 |
31,340 |
$3,073,000 |
1,774 |
|
FinTrust Capital Advisors LLC |
31 |
- |
2024-03-31 |
25,886 |
$2,757,000 |
1,966 |
|
BEACON FINANCIAL PLANNING INC |
11 |
- |
2024-03-31 |
22,253 |
$2,370,000 |
5,841 |
|
HILLTOP HOLDINGS INC. |
108 |
- |
2023-12-31 |
23,527 |
$2,307,000 |
3,874 |
|
OneAscent Wealth Management LLC |
13 |
- |
2024-03-31 |
18,800 |
$2,002,000 |
993 |
|
BROWN ADVISORY HOLDINGS INC |
642 |
- |
2024-03-31 |
18,773 |
$1,999,000 |
2,881 |
|
Baron Financial Group LLC |
27 |
- |
2024-03-31 |
17,690 |
$1,884,000 |
316 |
|
Qube Research & Technologies Ltd |
1329 |
- |
2023-12-31 |
19,085 |
$1,871,000 |
8,878 |
|
CITADEL ADVISORS LLC |
2370 |
- |
2023-12-31 |
19,032 |
$1,866,000 |
2,119 |
|
Spectrum Wealth Advisory Group LLC |
10 |
- |
2024-03-31 |
17,211 |
$1,833,000 |
23 |
|
HARBOUR INVESTMENTS INC. |
239 |
- |
2023-12-31 |
18,467 |
$1,810,000 |
15,928 |
|
Oxinas Partners Wealth Management LLC |
28 |
- |
2024-03-31 |
16,640 |
$1,772,000 |
326 |
|
Strategic Financial Concepts LLC |
59 |
- |
2024-03-31 |
16,349 |
$1,741,000 |
4,904 |
|
Sigma Planning Corp |
345 |
- |
2024-03-31 |
15,964 |
$1,700,000 |
8,855 |
|
Gladstone Institutional Advisory LLC |
216 |
- |
2023-12-31 |
17,174 |
$1,684,000 |
1,267 |
|
FOUNDERS FINANCIAL SECURITIES LLC |
117 |
- |
2024-03-31 |
15,376 |
$1,637,000 |
3,286 |
|
TRANSCEND WEALTH COLLECTIVE LLC |
176 |
- |
2024-03-31 |
14,257 |
$1,518,000 |
1,838 |
|
Magnus Financial Group LLC |
98 |
- |
2024-03-31 |
14,191 |
$1,511,000 |
1,025 |
|
Vontobel Holding Ltd. |
498 |
- |
2024-03-31 |
13,311 |
$1,417,000 |
3,780 |
|
White Knight Strategic Wealth Advisors LLC |
20 |
- |
2023-12-31 |
13,419 |
$1,316,000 |
7,249 |
|
Dynamic Advisors Solutions LLC |
382 |
- |
2024-03-31 |
12,244 |
$1,304,000 |
44 |
|
NWAM LLC |
197 |
- |
2024-03-31 |
11,241 |
$1,153,000 |
3,979 |
|
|
100 Records found
|
1
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