|
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 :
|
|
|
33.36 (40.59%) |
|
|
|
|
|
|
|
|
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 |
|
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 |
|
RAYMOND JAMES & ASSOCIATES |
914 |
- |
2024-03-31 |
132,630 |
$15,234,000 |
6,889 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
332 |
- |
2024-03-31 |
130,503 |
$14,990,000 |
19,165 |
|
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 |
|
ENVESTNET ASSET MANAGEMENT INC |
1300 |
- |
2023-12-31 |
139,490 |
$12,528,000 |
32,274 |
|
Aspire Wealth Management Corp |
1 |
- |
2024-03-31 |
100,919 |
$11,592,000 |
277 |
|
PRINCIPAL SECURITIES INC. |
73 |
- |
2024-03-31 |
77,487 |
$8,900,000 |
52,677 |
|
GREAT VALLEY ADVISOR GROUP INC. |
92 |
- |
2023-12-31 |
88,494 |
$7,948,000 |
830 |
|
CITIGROUP INC |
930 |
- |
2023-12-31 |
83,974 |
$7,542,000 |
4,545 |
|
FINANCIAL NETWORK |
458 |
- |
2023-12-31 |
74,382 |
$6,680,000 |
967 |
|
Financial Advocates Investment Management |
65 |
- |
2024-03-31 |
61,258 |
$6,290,000 |
16,998 |
|
CWM LLC |
432 |
- |
2024-03-31 |
40,121 |
$4,608,000 |
17,711 |
|
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 |
|
H D Vest Advisory Services |
377 |
- |
2023-12-31 |
36,370 |
$3,266,000 |
8,486 |
|
HIGHTOWER ADVISORS, LLC |
1225 |
- |
2023-12-31 |
31,337 |
$2,816,000 |
11,429 |
|
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 |
|
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 |
|
J.W. COLE ADVISORS INC. |
186 |
- |
2024-03-31 |
20,191 |
$2,319,000 |
1,765 |
|
THOROUGHBRED FINANCIAL SERVICES LLC |
116 |
- |
2023-12-31 |
25,340 |
$2,275,000 |
2,147 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
343 |
- |
2024-03-31 |
19,160 |
$2,201,000 |
308 |
|
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 |
|
Anson Capital Inc. |
8 |
- |
2023-12-31 |
21,296 |
$1,913,000 |
3,596 |
|
LOWERY THOMAS LLC |
19 |
- |
2023-12-31 |
20,408 |
$1,833,000 |
3,131 |
|
Accel Wealth Management |
44 |
- |
2024-03-31 |
12,646 |
$1,452,000 |
1,482 |
|
Fulcrum Equity Management |
12 |
- |
2024-03-31 |
12,161 |
$1,397,000 |
12,161 |
|
PSI Advisors LLC |
40 |
- |
2024-03-31 |
11,514 |
$1,323,000 |
308 |
|
PARK AVENUE SECURITIES LLC |
538 |
- |
2024-03-31 |
11,485 |
$1,319,000 |
7,579 |
|
Sculati Wealth Management LLC |
53 |
- |
2023-12-31 |
14,294 |
$1,284,000 |
184 |
|
Western Wealth Management LLC |
206 |
- |
2024-03-31 |
10,210 |
$1,173,000 |
33 |
|
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 |
|
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 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1815 |
- |
2023-12-31 |
10,350 |
$930,000 |
632 |
|
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 |
|
BROWN ADVISORY HOLDINGS INC |
812 |
- |
2024-03-31 |
7,591 |
$872,000 |
16 |
|
Sigma Planning Corp |
539 |
- |
2024-03-31 |
7,493 |
$861,000 |
7,493 |
|
JANNEY MONTGOMERY SCOTT LLC |
1598 |
- |
2024-03-31 |
7,416 |
$852,000 |
2,089 |
|
NWAM LLC |
250 |
- |
2023-12-31 |
9,454 |
$849,000 |
5,189 |
|
TFB Advisors LLC |
74 |
- |
2024-03-31 |
7,722 |
$840,000 |
233 |
|
Ausdal Financial Partners Inc. |
194 |
- |
2024-03-31 |
7,235 |
$831,000 |
3,215 |
|
ACT WEALTH MANAGEMENT LLC |
16 |
- |
2024-03-31 |
6,736 |
$774,000 |
6 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1106 |
- |
2023-09-30 |
8,721 |
$702,000 |
10 |
|
PRUDENTIAL FINANCIAL INC |
2006 |
- |
2023-12-31 |
7,439 |
$668,000 |
3,163 |
|
Geneos Wealth Management Inc. |
455 |
- |
2024-03-31 |
5,098 |
$586,000 |
3,181 |
|
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 |
|
Spire Wealth Management |
519 |
- |
2024-03-31 |
4,242 |
$487,000 |
886 |
|
IAMS WEALTH MANAGEMENT LLC |
89 |
- |
2024-03-31 |
3,673 |
$387,000 |
3,673 |
|
OPPENHEIMER & CO INC |
1079 |
- |
2023-12-31 |
3,993 |
$359,000 |
276 |
|
Advisor Resource Council |
179 |
- |
2024-03-31 |
3,062 |
$275,000 |
3,062 |
|
IFP Advisors Inc |
797 |
- |
2023-12-31 |
3,056 |
$274,000 |
2,742 |
|
FMR LLC |
2927 |
- |
2023-12-31 |
1,564 |
$140,000 |
1,262 |
|
COMERICA BANK |
2485 |
- |
2023-12-31 |
1,127 |
$101,000 |
77 |
|
Coastal Investment Advisors Inc. |
492 |
- |
2024-03-31 |
741 |
$85,000 |
741 |
|
Global Retirement Partners LLC |
1262 |
- |
2024-03-31 |
565 |
$65,000 |
378 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
1284 |
- |
2023-12-31 |
230 |
$21,000 |
230 |
|
PROEQUITIES INC. |
1630 |
- |
2024-03-31 |
113 |
$13,000 |
28 |
|
Pinnacle Bank |
690 |
- |
2024-03-31 |
69 |
$8,000 |
16 |
|
|
69 Records found
|
1
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