|
Institutional
Holders
Total
Institutions:
|
159 5 |
|
Total
shares held :
|
7,512,396 |
|
% of shares
held :
|
23.85% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
-968,354 |
|
% of shares
held change :
|
-3.07% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$80.01 |
|
Last
Quarter's Ending
Price :
|
$89.81 |
|
Last
Quarter's Average
Price :
|
$82.19 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
27.70 (33.7%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
LPL FINANCIAL CORP |
242 |
- |
2023-12-31 |
1,343,369 |
$120,648,000 |
130,140 |
|
MORGAN STANLEY |
1390 |
- |
2023-12-31 |
787,777 |
$70,750,000 |
-45,167 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
151 |
- |
2024-03-31 |
468,358 |
$53,796,000 |
-3,971 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
317 |
- |
2023-12-31 |
388,880 |
$34,925,000 |
122,233 |
|
WELLS FARGO & CO/MN |
824 |
- |
2023-12-31 |
384,942 |
$34,572,000 |
-26,182 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
252 |
- |
2023-12-31 |
312,909 |
$28,103,000 |
-89,778 |
|
BANK OF AMERICA CORP /DE/ |
1652 |
- |
2023-12-31 |
271,613 |
$24,394,000 |
423 |
|
AMERIPRISE FINANCIAL INC |
1215 |
- |
2023-12-31 |
242,359 |
$21,782,000 |
2,878 |
|
STIFEL FINANCIAL CORP |
548 |
- |
2023-12-31 |
201,919 |
$18,138,000 |
29,870 |
|
Advisor Group Holdings Inc. |
609 |
- |
2023-12-31 |
158,765 |
$14,265,000 |
38,127 |
|
Foundations Investment Advisors LLC |
60 |
- |
2023-12-31 |
141,792 |
$13,567,000 |
114,627 |
|
Systelligence LLC |
9 |
- |
2024-03-31 |
115,254 |
$13,238,000 |
-26,741 |
|
ENVESTNET ASSET MANAGEMENT INC |
1300 |
- |
2023-12-31 |
139,490 |
$12,528,000 |
32,274 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
47 |
- |
2023-12-31 |
128,986 |
$11,584,000 |
0 |
|
RAYMOND JAMES & ASSOCIATES |
1030 |
- |
2023-12-31 |
125,741 |
$11,293,000 |
6,813 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
681 |
- |
2023-12-31 |
124,134 |
$11,148,000 |
5,567 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
405 |
- |
2023-12-31 |
111,338 |
$9,999,000 |
2,804 |
|
ROYAL BANK OF CANADA |
1497 |
- |
2023-12-31 |
102,668 |
$9,220,000 |
-1,660 |
|
Aspire Wealth Management Corp |
|
- |
2023-12-31 |
100,642 |
$9,039,000 |
2,838 |
|
GREAT VALLEY ADVISOR GROUP INC. |
92 |
- |
2023-12-31 |
88,494 |
$7,948,000 |
830 |
|
Private Advisor Group LLC |
309 |
- |
2023-12-31 |
86,684 |
$7,785,000 |
1,007 |
|
CITIGROUP INC |
930 |
- |
2023-12-31 |
83,974 |
$7,542,000 |
4,545 |
|
MML INVESTORS SERVICES LLC |
467 |
- |
2023-12-31 |
83,032 |
$7,457,000 |
-2,996 |
|
UBS Group AG |
1679 |
- |
2023-12-31 |
78,974 |
$7,093,000 |
-537 |
|
FINANCIAL NETWORK |
458 |
- |
2023-12-31 |
74,382 |
$6,680,000 |
967 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
89 |
- |
2023-12-31 |
54,226 |
$4,870,000 |
-352 |
|
Synergy Financial Management LLC |
30 |
*New |
2024-03-31 |
40,821 |
$4,689,000 |
40,821 |
|
CWM LLC |
432 |
- |
2024-03-31 |
40,121 |
$4,608,000 |
17,711 |
|
INSTITUTE FOR WEALTH MANAGEMENT, LLC. |
23 |
- |
2023-12-31 |
48,932 |
$4,395,000 |
-112 |
|
PROVISE MANAGEMENT GROUP LLC |
82 |
- |
2023-12-31 |
45,200 |
$4,059,000 |
310 |
|
Fifth Third Securities Inc. |
67 |
- |
2024-03-31 |
34,960 |
$4,016,000 |
4,944 |
|
Financial Advocates Investment Management |
90 |
- |
2023-12-31 |
44,260 |
$3,975,000 |
2,818 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
38,859 |
$3,490,000 |
-52 |
|
Ullmann Financial Group Inc. |
26 |
- |
2023-12-31 |
37,221 |
$3,343,000 |
-575 |
|
BMS Financial Advisors LLC |
16 |
*New |
2023-06-30 |
41,886 |
$3,331,000 |
41,886 |
|
H D Vest Advisory Services |
377 |
- |
2023-12-31 |
36,370 |
$3,266,000 |
8,486 |
|
Goss Wealth Management LLC |
501 |
- |
2023-12-31 |
33,124 |
$3,008,000 |
-2,299 |
|
Kestra Advisory Services LLC |
637 |
- |
2023-12-31 |
33,338 |
$2,994,000 |
-2,113 |
|
HIGHTOWER ADVISORS, LLC |
1225 |
- |
2023-12-31 |
31,337 |
$2,816,000 |
11,429 |
|
Spectrum Wealth Advisory Group LLC |
9 |
- |
2024-03-31 |
24,258 |
$2,786,000 |
-19 |
|
TITLEIST ASSET MANAGEMENT LLC |
48 |
- |
2023-12-31 |
30,860 |
$2,772,000 |
297 |
|
Ameritas Advisory Services LLC |
142 |
- |
2023-12-31 |
28,488 |
$2,572,000 |
25,857 |
|
Southland Equity Partners LLC |
32 |
- |
2024-03-31 |
21,525 |
$2,472,000 |
-134 |
|
AE Wealth Management LLC |
834 |
- |
2023-12-31 |
25,920 |
$2,411,000 |
2,792 |
|
Equitable Holdings Inc. |
368 |
- |
2023-12-31 |
26,178 |
$2,351,000 |
2,577 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
116 |
- |
2023-12-31 |
25,340 |
$2,275,000 |
2,147 |
|
PRINCIPAL SECURITIES INC. |
227 |
- |
2023-12-31 |
24,810 |
$2,228,000 |
0 |
|
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV |
52 |
*New |
2023-12-31 |
24,340 |
$2,186,000 |
24,340 |
|
Verde Capital Management |
23 |
- |
2024-03-31 |
18,904 |
$2,171,000 |
-3,121 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1833 |
- |
2023-12-31 |
23,483 |
$2,109,000 |
17,374 |
|
TITLEIST ASSET MANAGEMENT LTD. |
51 |
- |
2022-12-31 |
26,141 |
$1,968,000 |
3,379 |
|
Stratos Wealth Partners LTD. |
432 |
- |
2024-03-31 |
17,081 |
$1,962,000 |
-904 |
|
Anson Capital Inc. |
8 |
- |
2023-12-31 |
21,296 |
$1,913,000 |
3,596 |
|
Diversified LLC |
23 |
- |
2023-12-31 |
20,887 |
$1,876,000 |
-962 |
|
LOWERY THOMAS LLC |
19 |
- |
2023-12-31 |
20,408 |
$1,833,000 |
3,131 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
364 |
- |
2023-12-31 |
18,852 |
$1,693,000 |
453 |
|
J.W. COLE ADVISORS INC. |
218 |
- |
2023-12-31 |
18,426 |
$1,655,000 |
3 |
|
Ambassador Advisors LLC |
66 |
*New |
2023-12-31 |
16,564 |
$1,608,000 |
16,564 |
|
Accel Wealth Management |
44 |
- |
2024-03-31 |
12,646 |
$1,452,000 |
1,482 |
|
Cetera Investment Advisers |
925 |
- |
2023-12-31 |
15,937 |
$1,431,000 |
-12,952 |
|
PARK AVENUE SECURITIES LLC |
538 |
- |
2024-03-31 |
11,485 |
$1,319,000 |
7,579 |
|
Comprehensive Wealth Management LLC |
11 |
- |
2023-12-31 |
14,429 |
$1,296,000 |
-1,211 |
|
PCG Wealth Advisors LLC |
47 |
- |
2024-03-31 |
11,256 |
$1,293,000 |
-225 |
|
Sculati Wealth Management LLC |
53 |
- |
2023-12-31 |
14,294 |
$1,284,000 |
184 |
|
Atria Wealth Solutions Inc. |
793 |
- |
2023-12-31 |
13,050 |
$1,172,000 |
1,489 |
|
IHT Wealth Management LLC |
348 |
- |
2023-12-31 |
12,875 |
$1,156,000 |
7,118 |
|
Capital Advisory Group Advisory Services LLC |
53 |
- |
2024-03-31 |
9,753 |
$1,120,000 |
-112 |
|
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC |
99 |
- |
2023-12-31 |
12,121 |
$1,089,000 |
506 |
|
Integrated Wealth Concepts LLC |
700 |
- |
2023-12-31 |
11,917 |
$1,070,000 |
323 |
|
New Millennium Group LLC |
34 |
- |
2023-12-31 |
11,685 |
$1,049,000 |
10,180 |
|
MARINER WEALTH ADVISORS, LLC |
1414 |
- |
2023-12-31 |
11,415 |
$1,025,000 |
-1,099 |
|
PSI Advisors LLC |
50 |
- |
2023-12-31 |
11,206 |
$1,006,000 |
-55 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1815 |
- |
2023-12-31 |
10,350 |
$930,000 |
632 |
|
Western Wealth Management LLC |
294 |
- |
2023-12-31 |
10,177 |
$914,000 |
-73 |
|
Kingsview Wealth Management LLC |
490 |
- |
2023-12-31 |
10,157 |
$912,000 |
-893 |
|
SILVER OAK SECURITIES Inc |
178 |
- |
2023-12-31 |
9,930 |
$892,000 |
3,691 |
|
Certified Advisory Corp |
134 |
- |
2023-12-31 |
9,709 |
$872,000 |
199 |
|
NWAM LLC |
250 |
- |
2023-12-31 |
9,454 |
$849,000 |
5,189 |
|
Ausdal Financial Partners Inc. |
194 |
- |
2024-03-31 |
7,235 |
$831,000 |
3,215 |
|
Commonwealth Financial Services LLC |
69 |
- |
2023-12-31 |
9,079 |
$815,000 |
-16,142 |
|
J P MORGAN CHASE & CO |
3436 |
*New |
2023-12-31 |
9,036 |
$812,000 |
9,036 |
|
ACT WEALTH MANAGEMENT LLC |
16 |
- |
2024-03-31 |
6,736 |
$774,000 |
6 |
|
Savvy Advisors Inc. |
30 |
- |
2023-12-31 |
8,300 |
$745,000 |
0 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1106 |
- |
2023-09-30 |
8,721 |
$702,000 |
10 |
|
BROWN ADVISORY HOLDINGS INC |
847 |
- |
2023-12-31 |
7,575 |
$680,000 |
500 |
|
TFB Advisors LLC |
66 |
- |
2023-12-31 |
7,489 |
$673,000 |
-1,775 |
|
PRUDENTIAL FINANCIAL INC |
2006 |
- |
2023-12-31 |
7,439 |
$668,000 |
3,163 |
|
American Trust |
119 |
- |
2023-12-31 |
7,195 |
$646,000 |
-1,645 |
|
HBW Advisory Services LLC |
161 |
- |
2024-03-31 |
7,101 |
$638,000 |
0 |
|
Armbruster Capital Management Inc. |
57 |
- |
2023-12-31 |
6,959 |
$625,000 |
0 |
|
American Financial Advisors LLC |
74 |
- |
2023-12-31 |
6,348 |
$570,000 |
-262 |
|
Arete Wealth Advisors LLC |
372 |
- |
2023-12-31 |
6,239 |
$560,000 |
6,239 |
|
PROSPERA FINANCIAL SERVICES |
621 |
- |
2023-12-31 |
6,233 |
$560,000 |
332 |
|
Patten Group Inc. |
160 |
- |
2024-03-31 |
4,580 |
$526,000 |
-40 |
|
TNF LLC |
49 |
- |
2023-12-31 |
5,597 |
$525,000 |
0 |
|
Dynamic Advisors Solutions LLC |
600 |
- |
2024-03-31 |
4,421 |
$508,000 |
-636 |
|
JANNEY MONTGOMERY SCOTT LLC |
1921 |
- |
2023-12-31 |
5,327 |
$478,000 |
-117 |
|
Ahrens Investment Partners LLC |
84 |
- |
2023-03-31 |
5,847 |
$441,000 |
-1,535 |
|
Nemes Rush Group LLC |
126 |
- |
2023-12-31 |
4,904 |
$440,000 |
0 |
|
EPG Wealth Management LLC |
170 |
- |
2023-12-31 |
4,342 |
$433,000 |
-649 |
|
|
100 Records found
|
1
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