|
Institutional
Holders
Total
Institutions:
|
296 27 |
|
Total
shares held :
|
13,665,994 |
|
% of shares
held :
|
55.89% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
44 |
|
Amount
of shares held :
|
208,392 |
|
% of shares
held change :
|
0.85% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$146.44 |
|
Last
Quarter's Ending
Price :
|
$175.47 |
|
Last
Quarter's Average
Price :
|
$155.82 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
26.93 (17.28%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
WELLS FARGO & CO/MN |
340 |
- |
2023-12-31 |
837,087 |
$146,884,000 |
116,378 |
|
MORGAN STANLEY |
951 |
- |
2023-12-31 |
802,471 |
$140,810,000 |
46,382 |
|
LPL FINANCIAL CORP |
270 |
- |
2023-12-31 |
591,041 |
$103,710,000 |
55,302 |
|
BANK OF AMERICA CORP /DE/ |
1006 |
- |
2023-12-31 |
383,611 |
$67,312,000 |
37,665 |
|
RAYMOND JAMES & ASSOCIATES |
410 |
- |
2024-03-31 |
262,429 |
$50,040,000 |
17,745 |
|
ROYAL BANK OF CANADA |
721 |
- |
2023-12-31 |
264,026 |
$46,329,000 |
18,266 |
|
UBS Group AG |
732 |
- |
2023-12-31 |
248,920 |
$43,678,000 |
11,434 |
|
AMERIPRISE FINANCIAL INC |
923 |
- |
2023-12-31 |
206,714 |
$36,347,000 |
37,653 |
|
J P MORGAN CHASE & CO |
1255 |
- |
2023-12-31 |
205,812 |
$36,114,000 |
1,856 |
|
Advisor Group Holdings Inc. |
310 |
- |
2023-12-31 |
190,033 |
$33,336,000 |
44,574 |
|
ENVESTNET ASSET MANAGEMENT INC |
867 |
- |
2023-12-31 |
157,758 |
$27,682,000 |
2,827 |
|
Baird Financial Group Inc. |
302 |
- |
2023-12-31 |
123,575 |
$21,684,000 |
13,575 |
|
Syntegra Private Wealth Group LLC |
9 |
- |
2023-12-31 |
122,908 |
$21,567,000 |
1,369 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
281 |
- |
2024-03-31 |
93,165 |
$17,765,000 |
18,774 |
|
Goss Wealth Management LLC |
132 |
- |
2023-12-31 |
94,803 |
$16,806,000 |
2,388 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
525 |
- |
2023-12-31 |
91,404 |
$16,039,000 |
1,610 |
|
Nilsine Partners LLC |
5 |
- |
2024-03-31 |
82,662 |
$15,762,000 |
72,199 |
|
TCP Asset Management LLC |
7 |
- |
2024-03-31 |
78,942 |
$15,053,000 |
23,146 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
548 |
- |
2023-12-31 |
75,432 |
$13,236,000 |
66,321 |
|
ADVISORY SERVICES NETWORK, LLC |
53 |
- |
2023-12-31 |
74,542 |
$13,080,000 |
3,574 |
|
STIFEL FINANCIAL CORP |
693 |
- |
2023-12-31 |
71,342 |
$12,519,000 |
17,558 |
|
Kestra Advisory Services LLC |
220 |
- |
2023-12-31 |
71,318 |
$12,514,000 |
11,275 |
|
Southland Equity Partners LLC |
7 |
- |
2024-03-31 |
64,628 |
$12,323,000 |
502 |
|
ODonnell Financial Services LLC |
8 |
- |
2024-03-31 |
63,367 |
$12,083,000 |
9,989 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
386 |
- |
2023-12-31 |
61,270 |
$10,751,000 |
6,765 |
|
Private Advisor Group LLC |
242 |
- |
2023-12-31 |
58,081 |
$10,191,000 |
3,779 |
|
DAVIDSON D A & CO |
167 |
- |
2023-12-31 |
55,289 |
$9,702,000 |
15,680 |
|
GOLDMAN SACHS GROUP INC/ |
2141 |
- |
2023-12-31 |
51,997 |
$9,124,000 |
49,401 |
|
AE Wealth Management LLC |
484 |
- |
2023-12-31 |
38,702 |
$7,047,000 |
7,229 |
|
GREAT VALLEY ADVISOR GROUP INC. |
107 |
- |
2023-12-31 |
38,956 |
$6,835,000 |
8,392 |
|
PCG Wealth Advisors LLC |
10 |
- |
2024-03-31 |
25,237 |
$4,812,000 |
4,461 |
|
HARBOUR INVESTMENTS INC. |
96 |
- |
2023-12-31 |
26,835 |
$4,709,000 |
4,041 |
|
Global Retirement Partners LLC |
123 |
- |
2024-03-31 |
24,638 |
$4,698,000 |
5,103 |
|
TWO SIGMA ADVISERS, LLC |
842 |
- |
2023-12-31 |
26,300 |
$4,615,000 |
22,300 |
|
SPC FINANCIAL, INC. |
40 |
- |
2023-12-31 |
24,762 |
$4,345,000 |
1,359 |
|
GTS SECURITIES LLC |
205 |
- |
2023-12-31 |
24,324 |
$4,270,000 |
813 |
|
NAVELLIER & ASSOCIATES INC |
43 |
- |
2023-12-31 |
24,061 |
$4,222,000 |
24,061 |
|
Sowell Financial Services LLC |
|
- |
2023-12-31 |
23,505 |
$4,124,000 |
639 |
|
Stratos Wealth Partners LTD. |
271 |
- |
2024-03-31 |
21,217 |
$4,046,000 |
11,835 |
|
OPPENHEIMER & CO INC |
313 |
- |
2023-12-31 |
22,570 |
$3,960,000 |
5,806 |
|
Cetera Investment Advisers |
537 |
- |
2023-12-31 |
21,593 |
$3,789,000 |
5,001 |
|
MML INVESTORS SERVICES LLC |
726 |
- |
2023-12-31 |
21,288 |
$3,735,000 |
217 |
|
HIGHTOWER ADVISORS, LLC |
1131 |
- |
2023-12-31 |
19,654 |
$3,447,000 |
813 |
|
Concentrum Wealth Management |
14 |
- |
2023-12-31 |
18,999 |
$3,334,000 |
667 |
|
H D Vest Advisory Services |
376 |
- |
2023-12-31 |
18,640 |
$3,271,000 |
2,070 |
|
Snowden Capital Advisors LLC |
212 |
- |
2023-12-31 |
17,840 |
$3,130,000 |
8,285 |
|
Ausdal Financial Partners Inc. |
67 |
- |
2024-03-31 |
16,400 |
$3,127,000 |
69 |
|
Rockefeller Capital Management L.P. |
818 |
- |
2023-12-31 |
15,170 |
$2,662,000 |
530 |
|
TriaGen Wealth Management LLC |
24 |
- |
2024-03-31 |
13,303 |
$2,537,000 |
398 |
|
IFG Advisory LLC |
147 |
- |
2023-12-31 |
14,075 |
$2,470,000 |
423 |
|
Paragon Private Wealth Management LLC |
11 |
- |
2023-12-31 |
13,743 |
$2,411,000 |
955 |
|
ATRIA INVESTMENTS LLC |
529 |
- |
2023-12-31 |
13,732 |
$2,410,000 |
81 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
81 |
- |
2024-03-31 |
12,243 |
$2,344,000 |
288 |
|
Coppell Advisory Solutions LLC |
56 |
- |
2023-12-31 |
11,619 |
$2,039,000 |
11,619 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
940 |
- |
2024-03-31 |
10,378 |
$1,979,000 |
1,296 |
|
PNC FINANCIAL SERVICES GROUP INC |
918 |
- |
2023-12-31 |
10,168 |
$1,784,000 |
387 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
388 |
- |
2023-12-31 |
9,659 |
$1,695,000 |
3,930 |
|
Apeiron RIA LLC |
45 |
- |
2024-03-31 |
7,903 |
$1,507,000 |
138 |
|
TFG Advisers LLC |
48 |
- |
2023-12-31 |
8,529 |
$1,497,000 |
339 |
|
REGAL INVESTMENT ADVISORS, LLC |
185 |
- |
2023-12-31 |
8,498 |
$1,491,000 |
195 |
|
Wealthfront Advisers LLC |
540 |
- |
2024-03-31 |
7,790 |
$1,485,000 |
3,556 |
|
WEDBUSH MORGAN SECURITIES INC |
253 |
- |
2023-12-31 |
7,539 |
$1,323,000 |
19 |
|
Geneos Wealth Management Inc. |
|
- |
2023-12-31 |
7,389 |
$1,297,000 |
6,069 |
|
DAVENPORT & CO LLC |
|
- |
2023-12-31 |
7,349 |
$1,290,000 |
5,335 |
|
Kesler Norman & Wride LLC |
98 |
- |
2024-03-31 |
6,404 |
$1,221,000 |
97 |
|
Belpointe Asset Management LLC |
193 |
- |
2023-12-31 |
6,770 |
$1,188,000 |
3,525 |
|
WMG Financial Advisors LLC |
27 |
- |
2023-12-31 |
6,754 |
$1,185,000 |
415 |
|
CREATIVE PLANNING |
1163 |
- |
2023-12-31 |
6,436 |
$1,129,000 |
147 |
|
HFG Advisors Inc. |
27 |
- |
2024-03-31 |
5,816 |
$1,109,000 |
13 |
|
RFG Advisory Group LLC |
336 |
- |
2024-03-31 |
5,725 |
$1,092,000 |
2,417 |
|
CAPTRUST FINANCIAL ADVISORS |
1205 |
- |
2023-12-31 |
6,168 |
$1,082,000 |
143 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
672 |
- |
2023-12-31 |
5,827 |
$1,022,000 |
1,193 |
|
Summit Financial LLC |
185 |
- |
2024-03-31 |
5,220 |
$995,000 |
411 |
|
SYNOVUS FINANCIAL CORP |
433 |
- |
2023-12-31 |
5,652 |
$992,000 |
3,500 |
|
DB Wealth Management Group LLC |
41 |
- |
2023-12-31 |
5,528 |
$970,000 |
2,528 |
|
PROEQUITIES INC. |
309 |
- |
2023-12-31 |
5,130 |
$900,000 |
402 |
|
Chicago Partners Investment Group LLC |
349 |
- |
2024-03-31 |
4,492 |
$808,000 |
308 |
|
PROSPERA FINANCIAL SERVICES |
526 |
- |
2023-12-31 |
4,490 |
$788,000 |
380 |
|
Aurora Private Wealth Inc. |
41 |
- |
2024-03-31 |
3,841 |
$735,000 |
2,537 |
|
Steward Partners Investment Advisory LLC |
849 |
- |
2023-12-31 |
3,988 |
$700,000 |
408 |
|
Coastal Investment Advisors Inc. |
167 |
- |
2024-03-31 |
3,612 |
$689,000 |
400 |
|
Patriot Financial Group Insurance Agency LLC |
202 |
- |
2023-12-31 |
3,770 |
$662,000 |
609 |
|
NORTHERN TRUST CORP |
3450 |
- |
2023-12-31 |
3,745 |
$657,000 |
663 |
|
IFP Advisors Inc |
503 |
- |
2023-12-31 |
3,490 |
$612,000 |
2,139 |
|
LINCOLN NATIONAL CORP |
597 |
- |
2023-12-31 |
3,459 |
$607,000 |
3,459 |
|
Cornerstone Wealth Management LLC |
310 |
- |
2024-03-31 |
2,952 |
$563,000 |
433 |
|
Virtue Capital Management LLC |
165 |
- |
2023-12-31 |
3,358 |
$561,000 |
578 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
3,143 |
$552,000 |
3,143 |
|
RAYMOND JAMES TRUST CO |
689 |
- |
2024-03-31 |
2,834 |
$540,000 |
823 |
|
OneAscent Financial Services LLC |
194 |
- |
2024-03-31 |
2,815 |
$537,000 |
393 |
|
Pinnacle Family Advisors LLC |
51 |
- |
2023-12-31 |
3,019 |
$530,000 |
1,184 |
|
Lebenthal Global Advisors LLC |
112 |
- |
2023-12-31 |
2,880 |
$505,000 |
330 |
|
COMERICA SECURITIESINC. |
278 |
- |
2023-09-30 |
3,322 |
$483,000 |
822 |
|
FMR LLC |
2549 |
- |
2023-12-31 |
2,671 |
$469,000 |
200 |
|
INSIGNEO ADVISORY SERVICES LLC |
261 |
- |
2023-12-31 |
2,500 |
$439,000 |
213 |
|
Financial Advocates Investment Management |
458 |
- |
2023-12-31 |
2,479 |
$435,000 |
960 |
|
J.W. COLE ADVISORS INC. |
535 |
- |
2023-12-31 |
2,396 |
$420,000 |
97 |
|
Apollon Wealth Management LLC |
718 |
- |
2023-12-31 |
2,372 |
$416,000 |
308 |
|
Sunbelt Securities Inc. |
356 |
- |
2024-03-31 |
2,176 |
$415,000 |
69 |
|
Tyler-Stone Wealth Management |
106 |
- |
2023-12-31 |
2,192 |
$385,000 |
35 |
|
|
100 Records found
|
1
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