|
Institutional
Holders
Total
Institutions:
|
27 3 |
|
Total
shares held :
|
7,548,754 |
|
% of shares
held :
|
83.88% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
13 |
|
Amount
of shares held :
|
-127,483 |
|
% of shares
held change :
|
-1.42% |
|
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 :
|
|
|
(%) |
|
|
|
|
|
|
|
|
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 |
374 |
- |
2024-03-31 |
2,724,815 |
$84,415,000 |
1,714,066 |
|
BANK OF AMERICA CORP /DE/ |
1208 |
- |
2024-03-31 |
1,855,130 |
$57,472,000 |
246,083 |
|
Amplius Wealth Advisors LLC |
7 |
- |
2024-03-31 |
1,165,971 |
$36,122,000 |
305,474 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
417 |
- |
2024-03-31 |
736,472 |
$22,816,000 |
705,915 |
|
Advisor Group Holdings Inc. |
401 |
- |
2024-03-31 |
650,950 |
$20,166,000 |
156,439 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
875 |
- |
2024-03-31 |
276,013 |
$8,551,000 |
29,229 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
936 |
- |
2024-03-31 |
237,367 |
$7,354,000 |
207,359 |
|
RAYMOND JAMES & ASSOCIATES |
1340 |
- |
2024-03-31 |
231,896 |
$7,184,000 |
133,926 |
|
Goss Wealth Management LLC |
430 |
- |
2024-03-31 |
136,297 |
$4,222,000 |
14,820 |
|
ROYAL BANK OF CANADA |
2028 |
- |
2024-03-31 |
135,300 |
$4,191,000 |
47,462 |
|
JANE STREET GROUP LLC |
1580 |
- |
2024-03-31 |
117,045 |
$3,626,000 |
70,756 |
|
J P MORGAN CHASE & CO |
2841 |
- |
2024-03-31 |
82,085 |
$2,543,000 |
13,737 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1477 |
- |
2024-03-31 |
45,890 |
$1,422,000 |
8,431 |
|
Paragon Private Wealth Management LLC |
48 |
- |
2024-03-31 |
36,596 |
$1,134,000 |
4,264 |
|
Householder Group Estate & Retirement Specialist L |
68 |
- |
2024-03-31 |
33,963 |
$1,052,000 |
3,265 |
|
Western Wealth Management LLC |
270 |
- |
2024-03-31 |
24,519 |
$760,000 |
7,493 |
|
MARSHALL WACE LLP |
1629 |
- |
2024-03-31 |
18,023 |
$558,000 |
18,023 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
1293 |
- |
2023-09-30 |
17,671 |
$444,000 |
3,250 |
|
MORGAN STANLEY |
5191 |
- |
2024-03-31 |
13,943 |
$432,000 |
2,341 |
|
LM Advisors LLC |
157 |
- |
2024-03-31 |
11,238 |
$348,000 |
10,306 |
|
Tyler-Stone Wealth Management |
270 |
- |
2024-03-31 |
3,297 |
$102,000 |
1,317 |
|
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21 Records found
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1
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