|
Institutional
Holders
Total
Institutions:
|
1092 32 |
|
Total
shares held :
|
213,326,452 |
|
% of shares
held :
|
11.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
192 |
|
Amount
of shares held :
|
9,754,429 |
|
% of shares
held change :
|
0.51% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
|
New
Positions : |
87
|
1,073,829
|
0.5%
|
|
|
Increased
Positions : |
502
|
16,918,064
|
7.93%
|
|
|
Unchanged
Positions : |
161
|
2,109,282
|
0.99%
|
|
|
Decreased
Positions : |
342
|
-7,807,222
|
-3.66%
|
|
|
Closed
Positions : |
55
|
-430,242
|
-0.2%
|
|
|
Guru
Positions : |
2
|
69,183
|
0.03%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
ENVESTNET ASSET MANAGEMENT INC |
6 |
- |
2023-12-31 |
26,751,547 |
$3,936,223,000 |
744,380 |
|
FMR LLC |
90 |
- |
2023-12-31 |
15,328,965 |
$2,255,504,000 |
712,957 |
|
LPL FINANCIAL CORP |
10 |
- |
2023-12-31 |
12,793,506 |
$1,882,437,000 |
966,687 |
|
PNC FINANCIAL SERVICES GROUP INC |
9 |
- |
2023-12-31 |
9,138,826 |
$1,344,687,000 |
-1,638,843 |
|
MORGAN STANLEY |
185 |
- |
2023-12-31 |
7,870,779 |
$1,158,106,000 |
854,984 |
|
BANK OF AMERICA CORP /DE/ |
187 |
- |
2023-12-31 |
7,048,211 |
$1,037,074,000 |
408,785 |
|
BLACKROCK INC. |
690 |
- |
2023-12-31 |
5,306,186 |
$780,752,000 |
-361,057 |
|
J P MORGAN CHASE & CO |
257 |
- |
2023-12-31 |
4,812,359 |
$708,090,000 |
1,558,843 |
|
CWM LLC |
3 |
- |
2024-03-31 |
4,153,846 |
$682,685,000 |
-191,874 |
|
UBS Group AG |
88 |
- |
2023-12-31 |
4,276,029 |
$629,175,000 |
200,655 |
|
WELLS FARGO & CO/MN |
133 |
- |
2023-12-31 |
3,886,985 |
$571,931,000 |
897,256 |
|
KEYBANK NATIONAL ASSOCIATION/OH |
6 |
- |
2023-12-31 |
3,694,445 |
$543,601,000 |
162,114 |
|
M&T BANK CORP |
9 |
- |
2023-12-31 |
3,665,986 |
$539,416,000 |
59,771 |
|
AMERIPRISE FINANCIAL INC |
143 |
- |
2023-12-31 |
3,592,560 |
$528,465,000 |
366,388 |
|
Envestnet Portfolio Solutions Inc. |
13 |
- |
2023-12-31 |
2,816,195 |
$414,375,000 |
258,104 |
|
Advisor Group Holdings Inc. |
17 |
- |
2023-12-31 |
2,763,296 |
$406,806,000 |
-1,229,975 |
|
Ronald Blue Trust Inc. |
4 |
- |
2023-12-31 |
2,814,727 |
$370,953,000 |
-136,122 |
|
MERCER GLOBAL ADVISORS INC /ADV |
21 |
- |
2023-12-31 |
2,431,265 |
$357,736,000 |
-221,572 |
|
HPM Partners LLC |
|
- |
2023-12-31 |
2,380,111 |
$350,308,000 |
49,521 |
|
MML INVESTORS SERVICES LLC |
5 |
- |
2023-12-31 |
2,268,401 |
$333,773,000 |
303,136 |
|
PARK AVENUE SECURITIES LLC |
3 |
- |
2024-03-31 |
1,952,104 |
$320,828,000 |
2,358 |
|
BANK OF NEW YORK MELLON CORP |
274 |
- |
2023-12-31 |
2,136,003 |
$314,291,000 |
88,753 |
|
Facet Wealth Inc. |
2 |
- |
2023-12-31 |
1,977,073 |
$305,418,000 |
150,125 |
|
HORIZON INVESTMENTS, LLC/SC |
3 |
- |
2023-12-31 |
1,841,218 |
$270,917,000 |
-699,197 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
45 |
- |
2023-12-31 |
1,575,490 |
$231,823,000 |
875,947 |
|
Connecticut Wealth Management LLC |
1 |
- |
2023-12-31 |
1,513,154 |
$222,645,000 |
39,422 |
|
MERRIMAN WEALTH MANAGEMENT, LLC |
4 |
- |
2023-12-31 |
1,355,444 |
$199,475,000 |
89,691 |
|
JANNEY MONTGOMERY SCOTT LLC |
24 |
- |
2023-12-31 |
1,341,817 |
$197,435,000 |
33,064 |
|
STIFEL FINANCIAL CORP |
93 |
- |
2023-12-31 |
1,326,086 |
$195,125,000 |
93,060 |
|
WHARTON BUSINESS GROUP, LLC |
2 |
- |
2023-12-31 |
1,285,376 |
$189,130,000 |
-11,933 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
56 |
- |
2023-12-31 |
1,198,670 |
$176,372,000 |
178,863 |
|
Miracle Mile Advisors LLC |
2 |
- |
2024-03-31 |
1,071,780 |
$176,147,000 |
265,441 |
|
ROYAL BANK OF CANADA |
335 |
- |
2023-12-31 |
1,179,016 |
$173,481,000 |
106,107 |
|
ARGI INVESTMENT SERVICES, LLC |
1 |
- |
2022-12-31 |
1,502,830 |
$171,262,000 |
139,816 |
|
MANUFACTURERES LIFE INSURANCE CO |
151 |
- |
2023-12-31 |
1,056,047 |
$155,387,000 |
550,321 |
|
Integrated Wealth Concepts LLC |
3 |
- |
2023-12-31 |
999,043 |
$146,999,000 |
-17,994 |
|
RAYMOND JAMES & ASSOCIATES |
185 |
- |
2023-12-31 |
871,323 |
$128,206,000 |
42,302 |
|
CI Private Wealth LLC |
99 |
- |
2023-12-31 |
857,051 |
$126,107,000 |
105,755 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
84 |
- |
2023-12-31 |
853,450 |
$125,576,000 |
99,914 |
|
Resources Investment Advisors Inc. |
4 |
- |
2023-12-31 |
831,153 |
$122,296,000 |
173,904 |
|
PFS INVESTMENTS INC. |
7 |
- |
2023-06-30 |
900,552 |
$121,457,000 |
124,641 |
|
HIGHTOWER ADVISORS, LLC |
118 |
- |
2023-12-31 |
781,194 |
$114,919,000 |
58,734 |
|
EMPIRICAL FINANCIAL SERVICES, LLC |
5 |
- |
2023-12-31 |
749,636 |
$110,302,000 |
159,562 |
|
Orgel Wealth Management LLC |
13 |
- |
2024-03-31 |
666,298 |
$109,506,000 |
236,087 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
120 |
- |
2023-12-31 |
742,812 |
$109,297,000 |
199,463 |
|
Balentine LLC |
7 |
- |
2023-12-31 |
717,556 |
$105,581,000 |
-3,971 |
|
SNS Financial Group LLC |
|
- |
2023-12-31 |
710,790 |
$104,654,000 |
14,835 |
|
Cetera Investment Advisers |
17 |
- |
2023-12-31 |
695,341 |
$102,313,000 |
38,147 |
|
TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
637,135 |
$93,748,000 |
4,486 |
|
GYL Financial Synergies LLC |
1 |
- |
2023-12-31 |
625,806 |
$92,081,000 |
-8,548 |
|
WEALTHSOURCE PARTNERS LLC |
3 |
- |
2023-12-31 |
625,172 |
$91,988,000 |
34,121 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
23 |
- |
2023-12-31 |
623,657 |
$91,765,000 |
604,390 |
|
Bogart Wealth LLC |
4 |
- |
2023-12-31 |
616,236 |
$90,673,000 |
227,358 |
|
AE Wealth Management LLC |
34 |
- |
2023-12-31 |
583,042 |
$88,243,000 |
19,521 |
|
FRANKLIN RESOURCES INC |
366 |
- |
2023-12-31 |
591,196 |
$86,989,000 |
32,439 |
|
TIAA FSB |
55 |
- |
2023-06-30 |
612,472 |
$82,604,000 |
111,926 |
|
JB Capital LLC |
|
- |
2023-12-31 |
556,503 |
$81,884,000 |
20,952 |
|
Sage Mountain Advisors LLC |
2 |
- |
2023-12-31 |
555,160 |
$81,686,000 |
6,322 |
|
OBERMEYER ASSET MANAGEMENT CO |
3 |
- |
2023-12-31 |
541,748 |
$79,713,000 |
13,671 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
47 |
- |
2023-12-31 |
537,818 |
$79,135,000 |
51,842 |
|
Parallel Advisors LLC |
5 |
- |
2023-12-31 |
531,146 |
$78,153,000 |
-103,305 |
|
SAVANT CAPITAL MANAGEMENT INC |
20 |
- |
2023-12-31 |
526,000 |
$77,396,000 |
-531,410 |
|
Unison Advisors LLC |
4 |
- |
2024-03-31 |
470,763 |
$77,370,000 |
36,238 |
|
US BANCORP |
153 |
- |
2023-12-31 |
494,942 |
$72,826,000 |
14,190 |
|
RESOURCE CONSULTING GROUP INC |
4 |
- |
2023-12-31 |
487,446 |
$71,723,000 |
40,769 |
|
Prime Capital Investment Advisors LLC |
|
- |
2023-12-31 |
483,847 |
$71,193,000 |
30,010 |
|
FINANCIAL NETWORK |
49 |
- |
2023-12-31 |
476,934 |
$70,176,000 |
36,469 |
|
Goss Wealth Management LLC |
17 |
- |
2023-12-31 |
472,128 |
$70,017,000 |
11,549 |
|
DAVIDSON D A & CO |
25 |
- |
2023-12-31 |
475,441 |
$69,957,000 |
7,597 |
|
Cresset Asset Management LLC |
37 |
- |
2023-12-31 |
469,835 |
$69,176,000 |
39,485 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
123 |
- |
2023-09-30 |
509,670 |
$67,169,000 |
40,126 |
|
GRADIENT INVESTMENTS LLC |
10 |
- |
2023-12-31 |
455,411 |
$67,009,000 |
11,012 |
|
Atria Wealth Solutions Inc. |
14 |
- |
2023-12-31 |
453,721 |
$66,800,000 |
25,473 |
|
BAKER AVENUE ASSET MANAGEMENT, LP |
8 |
- |
2023-12-31 |
450,806 |
$66,332,000 |
22,484 |
|
JOHNSON INVESTMENT COUNSEL INC |
45 |
- |
2023-12-31 |
440,450 |
$64,808,000 |
5,888 |
|
TWO SIGMA INVESTMENTS LLC |
170 |
- |
2023-12-31 |
424,800 |
$62,505,000 |
-149,200 |
|
Kestra Advisory Services LLC |
24 |
- |
2023-12-31 |
423,167 |
$62,265,000 |
181,678 |
|
Schoolcraft Capital LLC |
1 |
- |
2024-03-31 |
378,010 |
$62,126,000 |
-2,591 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
10 |
- |
2023-12-31 |
418,689 |
$61,606,000 |
115,177 |
|
Foundations Investment Advisors LLC |
11 |
- |
2023-12-31 |
401,815 |
$61,196,000 |
-85,771 |
|
HOWARD FINANCIAL SERVICES LTD. |
1 |
- |
2024-03-31 |
369,040 |
$60,652,000 |
-1,795 |
|
SYNOVUS FINANCIAL CORP |
18 |
- |
2023-12-31 |
407,629 |
$59,979,000 |
815 |
|
CAPTRUST FINANCIAL ADVISORS |
104 |
- |
2023-12-31 |
401,147 |
$59,025,000 |
-21,638 |
|
TWO SIGMA ADVISERS, LLC |
158 |
- |
2023-12-31 |
396,800 |
$58,385,000 |
52,200 |
|
Cable Hill Partners LLC |
5 |
- |
2023-12-31 |
397,694 |
$58,374,000 |
12,849 |
|
PINNACLE ASSOCIATES LTD |
16 |
- |
2023-12-31 |
375,104 |
$55,193,000 |
6,231 |
|
BABSON CAPITAL MANAGEMENT LLC |
10 |
- |
2023-12-31 |
368,064 |
$54,157,000 |
327,813 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
152 |
- |
2024-03-31 |
326,151 |
$53,603,000 |
3,043 |
|
Fragasso Group Inc. |
4 |
- |
2024-03-31 |
320,759 |
$52,717,000 |
5,054 |
|
Financial Advisors LLC |
5 |
- |
2023-12-31 |
342,472 |
$50,391,000 |
215 |
|
UMB BANK N A/MO |
|
- |
2023-12-31 |
342,335 |
$50,371,000 |
33,247 |
|
ADVOCACY WEALTH MANAGEMENT SERVICES, LLC |
3 |
- |
2024-03-31 |
303,971 |
$49,958,000 |
179,982 |
|
Equitable Holdings Inc. |
40 |
- |
2023-12-31 |
316,889 |
$46,627,000 |
16,063 |
|
PRUDENTIAL FINANCIAL INC |
237 |
- |
2023-12-31 |
316,567 |
$46,580,000 |
1,630 |
|
Trilogy Capital Inc. |
9 |
- |
2024-03-31 |
282,782 |
$46,475,000 |
-15,832 |
|
Private Advisor Group LLC |
56 |
- |
2023-12-31 |
314,463 |
$46,271,000 |
56,064 |
|
MULTIFINANCIAL SECURITIES CORP |
23 |
- |
2023-12-31 |
314,111 |
$46,218,000 |
73,939 |
|
Baron Wealth Management LLC |
1 |
- |
2023-12-31 |
306,830 |
$45,147,000 |
3,502 |
|
Mill Creek Capital Advisors LLC |
15 |
- |
2023-12-31 |
300,930 |
$44,279,000 |
80,216 |
|
BP WEALTH MANAGEMENT LLC |
14 |
- |
2023-12-31 |
299,209 |
$44,026,000 |
-120,192 |
|
|
100 Records found
|
1
|
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