|
Institutional
Holders
Total
Institutions:
|
229 3 |
|
Total
shares held :
|
24,294,998 |
|
% of shares
held :
|
26.99% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-29 |
|
Amount
of shares held :
|
-2,943,220 |
|
% of shares
held change :
|
-3.27% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$29.75 |
|
Last
Quarter's Ending
Price :
|
$32.26 |
|
Last
Quarter's Average
Price :
|
$30.60 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.80 (15.69%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
INVESCO LTD |
444 |
- |
2023-12-31 |
7,778,322 |
$250,929,000 |
-127,259 |
|
LPL FINANCIAL CORP |
621 |
- |
2024-03-31 |
1,097,143 |
$40,287,000 |
-32,325 |
|
MORGAN STANLEY |
2005 |
- |
2023-12-31 |
1,179,975 |
$38,066,000 |
-476,892 |
|
BANK OF AMERICA CORP /DE/ |
1456 |
- |
2023-12-31 |
977,186 |
$31,524,000 |
-820,877 |
|
WELLS FARGO & CO/MN |
936 |
- |
2024-03-31 |
787,577 |
$28,920,000 |
352,204 |
|
Financial Security Advisor Inc. |
2 |
- |
2024-03-31 |
783,577 |
$28,773,000 |
-17,039 |
|
MARQUETTE ASSET MANAGEMENT INC. |
10 |
- |
2024-03-31 |
749,132 |
$27,508,000 |
-42 |
|
HIGHTOWER ADVISORS, LLC |
410 |
- |
2024-03-31 |
704,009 |
$25,850,000 |
-68,462 |
|
New England Private Wealth Advisors LLC |
7 |
- |
2024-03-31 |
598,625 |
$21,976,000 |
-2,740 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
479 |
- |
2024-03-31 |
562,709 |
$20,663,000 |
-74,518 |
|
CREATIVE PLANNING |
240 |
- |
2023-12-31 |
613,472 |
$19,791,000 |
-95,637 |
|
Arkadios Wealth Advisors |
13 |
- |
2024-03-31 |
487,264 |
$17,892,000 |
45,366 |
|
CUTLER INVESTMENT COUNSEL LLC |
14 |
- |
2024-03-31 |
431,825 |
$15,857,000 |
-153,900 |
|
UBS Group AG |
1339 |
- |
2023-12-31 |
374,858 |
$12,093,000 |
-91,557 |
|
RAYMOND JAMES & ASSOCIATES |
1055 |
- |
2024-03-31 |
328,042 |
$12,046,000 |
-5,640 |
|
ROYAL BANK OF CANADA |
1354 |
- |
2023-12-31 |
369,037 |
$11,906,000 |
-786 |
|
JANNEY MONTGOMERY SCOTT LLC |
525 |
- |
2024-03-31 |
275,894 |
$10,131,000 |
-2,624 |
|
FINANCIAL ARCHITECTS INC |
18 |
- |
2023-06-30 |
51,085 |
$7,794,000 |
-1,572 |
|
Moloney Securities Asset Management LLC |
14 |
- |
2024-03-31 |
199,177 |
$7,314,000 |
199,177 |
|
COLDSTREAM CAPITAL MANAGEMENT INC |
71 |
- |
2023-12-31 |
225,593 |
$7,278,000 |
-18,753 |
|
Auxano Advisors LLC |
9 |
- |
2024-03-31 |
191,726 |
$7,040,000 |
-2,109 |
|
CAPTRUST FINANCIAL ADVISORS |
451 |
- |
2023-12-31 |
214,270 |
$6,912,000 |
-648 |
|
Advisor Group Holdings Inc. |
885 |
- |
2024-03-31 |
176,323 |
$6,475,000 |
2,923 |
|
Plan Group Financial LLC |
8 |
- |
2024-03-31 |
156,402 |
$5,743,000 |
28,138 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
1061 |
- |
2024-03-31 |
153,882 |
$5,651,000 |
-10,812 |
|
H D Vest Advisory Services |
290 |
- |
2024-03-31 |
150,236 |
$5,517,000 |
-46,149 |
|
GTS SECURITIES LLC |
159 |
- |
2023-12-31 |
166,177 |
$5,357,000 |
-229,673 |
|
Twelve Points Wealth Management LLC |
7 |
- |
2024-03-31 |
141,474 |
$5,195,000 |
-6,957 |
|
AMERIPRISE FINANCIAL INC |
2322 |
- |
2023-12-31 |
146,187 |
$4,734,000 |
-68,374 |
|
J P MORGAN CHASE & CO |
2492 |
- |
2024-03-31 |
128,767 |
$4,728,000 |
-8,477 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
782 |
- |
2024-03-31 |
127,599 |
$4,685,000 |
-34,236 |
|
FinTrust Capital Advisors LLC |
23 |
- |
2024-03-31 |
127,588 |
$4,685,000 |
-3,606 |
|
Kestra Advisory Services LLC |
480 |
- |
2023-12-31 |
142,778 |
$4,606,000 |
-1,883 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1040 |
- |
2024-03-31 |
123,252 |
$4,526,000 |
-17,835 |
|
Wolff Financial Management LLC |
14 |
- |
2024-03-31 |
120,776 |
$4,435,000 |
-16,528 |
|
Mutual Advisors LLC |
161 |
- |
2024-03-31 |
100,444 |
$3,688,000 |
62,611 |
|
Atlantic Trust Group LLC |
453 |
- |
2024-03-31 |
96,705 |
$3,549,000 |
0 |
|
CITADEL ADVISORS LLC |
1899 |
- |
2023-12-31 |
102,543 |
$3,308,000 |
-14,920 |
|
SHAKESPEARE WEALTH MANAGEMENT INC. |
17 |
- |
2023-12-31 |
99,103 |
$3,197,000 |
-12,386 |
|
Investors Research Corp |
23 |
- |
2024-03-31 |
85,874 |
$3,153,000 |
890 |
|
Wealth Group Ltd |
14 |
- |
2023-12-31 |
86,613 |
$2,934,000 |
0 |
|
NewEdge Wealth LLC |
260 |
- |
2024-03-31 |
82,104 |
$2,825,000 |
-543 |
|
FORTE CAPITAL LLC /ADV |
56 |
- |
2023-12-31 |
85,571 |
$2,761,000 |
-1,500 |
|
Chicago Partners Investment Group LLC |
179 |
- |
2024-03-31 |
69,007 |
$2,381,000 |
-229 |
|
Beacon Bridge Wealth Partners LLC |
29 |
- |
2024-03-31 |
56,954 |
$2,091,000 |
-25,642 |
|
Nvest Financial LLC |
24 |
- |
2024-03-31 |
56,222 |
$2,064,000 |
156 |
|
VICTORY FINANCIAL GROUP LLC |
18 |
- |
2023-12-31 |
63,561 |
$2,050,000 |
0 |
|
Private Advisor Group LLC |
800 |
- |
2024-03-31 |
55,487 |
$2,037,000 |
-3,145 |
|
J.W. COLE ADVISORS INC. |
207 |
- |
2024-03-31 |
55,053 |
$2,022,000 |
46,700 |
|
XML Financial LLC |
112 |
- |
2023-12-31 |
61,529 |
$1,985,000 |
3,532 |
|
Commonwealth Financial Services LLC |
36 |
- |
2023-12-31 |
60,029 |
$1,937,000 |
-3,295 |
|
NATIONAL ASSET MANAGEMENT, INC. |
369 |
- |
2023-12-31 |
59,873 |
$1,932,000 |
-16,402 |
|
CI Private Wealth LLC |
1049 |
- |
2024-03-31 |
50,182 |
$1,843,000 |
-615 |
|
Kingsview Wealth Management LLC |
364 |
- |
2024-03-31 |
47,870 |
$1,758,000 |
-1,872 |
|
RESTON WEALTH MANAGEMENT LLC |
17 |
- |
2024-03-31 |
45,833 |
$1,683,000 |
-5,680 |
|
FLAGSHIP HARBOR ADVISORS LLC |
182 |
- |
2024-03-31 |
45,591 |
$1,674,000 |
-484 |
|
CWM LLC |
671 |
- |
2024-03-31 |
44,523 |
$1,635,000 |
44,072 |
|
Atria Wealth Solutions Inc. |
676 |
- |
2023-12-31 |
49,000 |
$1,581,000 |
-1,540 |
|
Delos Wealth Advisors LLC |
25 |
- |
2024-03-31 |
41,621 |
$1,528,000 |
12,706 |
|
ENVESTNET ASSET MANAGEMENT INC |
2632 |
- |
2023-12-31 |
46,614 |
$1,504,000 |
-1,964 |
|
Snowden Capital Advisors LLC |
336 |
- |
2023-12-31 |
45,828 |
$1,478,000 |
5,557 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
851 |
- |
2023-09-30 |
48,103 |
$1,450,000 |
36,913 |
|
Goss Wealth Management LLC |
797 |
- |
2023-12-31 |
42,486 |
$1,371,000 |
-6,452 |
|
PURE FINANCIAL ADVISORS, INC. |
131 |
- |
2024-03-31 |
37,075 |
$1,361,000 |
0 |
|
PFG Advisors |
232 |
- |
2024-03-31 |
36,635 |
$1,345,000 |
-266 |
|
SILVER OAK SECURITIES Inc |
119 |
- |
2024-03-31 |
34,441 |
$1,265,000 |
34,441 |
|
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC |
119 |
- |
2024-03-31 |
33,980 |
$1,248,000 |
0 |
|
Berger Financial Group Inc |
137 |
*New |
2024-03-31 |
32,353 |
$1,188,000 |
32,353 |
|
SPC FINANCIAL, INC. |
98 |
- |
2024-03-31 |
31,810 |
$1,168,000 |
500 |
|
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO |
110 |
- |
2023-12-31 |
36,000 |
$1,161,000 |
0 |
|
FMR LLC |
2283 |
- |
2023-12-31 |
35,832 |
$1,156,000 |
2,987 |
|
Focus Financial Network Inc. |
232 |
- |
2024-03-31 |
33,472 |
$1,145,000 |
0 |
|
DiMeo Schneider & Associates L.L.C. |
44 |
*New |
2024-03-31 |
30,985 |
$1,138,000 |
30,985 |
|
Csenge Advisory Group |
238 |
- |
2024-03-31 |
30,725 |
$1,128,000 |
-36,127 |
|
SOL CAPITAL MANAGEMENT CO |
152 |
- |
2024-03-31 |
29,980 |
$1,101,000 |
-22,095 |
|
FOCUS FINANCIAL NETWORK INC /ADV |
302 |
- |
2023-12-31 |
33,540 |
$1,082,000 |
0 |
|
ESSEX FINANCIAL SERVICES INC |
197 |
- |
2024-03-31 |
29,201 |
$1,072,000 |
-1,179 |
|
Cornerstone Wealth Management LLC |
192 |
- |
2024-03-31 |
28,727 |
$1,055,000 |
-465 |
|
BB&T CORP |
1542 |
- |
2023-12-31 |
32,129 |
$1,036,000 |
194 |
|
STIFEL FINANCIAL CORP |
2120 |
- |
2023-12-31 |
32,025 |
$1,033,000 |
13,858 |
|
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC |
236 |
- |
2024-03-31 |
26,460 |
$972,000 |
-3,479 |
|
Dynamic Advisors Solutions LLC |
454 |
- |
2024-03-31 |
26,130 |
$960,000 |
0 |
|
IHT Wealth Management LLC |
401 |
- |
2023-12-31 |
29,422 |
$949,000 |
19,497 |
|
Arete Wealth Advisors LLC |
268 |
- |
2023-12-31 |
36,606 |
$932,000 |
22,851 |
|
US BANCORP |
1159 |
- |
2024-03-31 |
24,480 |
$899,000 |
-3,140 |
|
Equitable Holdings Inc. |
618 |
- |
2023-12-31 |
26,925 |
$869,000 |
-3,330 |
|
MML INVESTORS SERVICES LLC |
1446 |
- |
2023-12-31 |
26,745 |
$863,000 |
-2,190 |
|
American Trust |
102 |
- |
2023-12-31 |
25,976 |
$838,000 |
-22,291 |
|
KB FINANCIAL PARTNERS LLC |
46 |
- |
2023-09-30 |
27,770 |
$837,000 |
22,216 |
|
Resources Investment Advisors Inc. |
560 |
- |
2024-03-31 |
22,540 |
$828,000 |
-668 |
|
Rodgers & Associates LTD |
55 |
- |
2024-03-31 |
22,532 |
$827,000 |
-6,268 |
|
Bridgewater Advisors Inc. |
79 |
- |
2024-03-31 |
22,000 |
$808,000 |
0 |
|
MARINER WEALTH ADVISORS, LLC |
1598 |
- |
2023-12-31 |
24,717 |
$797,000 |
-9,380 |
|
NATIXIS |
539 |
- |
2023-12-31 |
24,705 |
$796,000 |
-1,998 |
|
Qube Research & Technologies Ltd |
1753 |
- |
2023-12-31 |
24,598 |
$794,000 |
14,000 |
|
Pacific Center for Financial Services |
31 |
- |
2023-12-31 |
23,860 |
$770,000 |
-928 |
|
COLONY GROUP, LLC |
498 |
*New |
2023-12-31 |
23,781 |
$767,000 |
23,781 |
|
Vertex Planning Partners LLC |
55 |
- |
2023-12-31 |
23,753 |
$766,000 |
-152 |
|
HARBOUR INVESTMENTS INC. |
430 |
- |
2023-12-31 |
23,515 |
$759,000 |
1 |
|
Detalus Advisors LLC |
52 |
- |
2024-03-31 |
20,470 |
$752,000 |
-310 |
|
|
100 Records found
|
1
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