| |
Institutional
Holders
Total
Institutions:
 |
368  5 |
|
|
Total
shares held :
|
136,535,035 |
|
|
% of shares
held :
|
22.74% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 13 |
|
|
Amount
of shares held :
|
2,849,072 |
|
|
% of shares
held change :
|
0.47% |
|
| Quarter
Price vs. Current Price:
|
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$47.57 |
|
|
Last
Quarter's Ending
Price :
|
$49.72 |
|
|
Last
Quarter's Average
Price :
|
$48.32 |
|
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
|
0.04 (0.08%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
42
|
3,652,440
|
2.68%
|
|
|
|
Increased
Positions : |
137
|
7,039,306
|
5.16%
|
|
|
|
Unchanged
Positions : |
70
|
2,737,968
|
2.01%
|
|
|
|
Decreased
Positions : |
119
|
-5,861,769
|
-4.29%
|
|
|
|
Closed
Positions : |
47
|
-1,980,905
|
-1.45%
|
|
|
|
Guru
Positions : |
1
|
6,252
|
0%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Empowered Funds LLC |
282 |
*New |
2024-03-31 |
111,638 |
$5,460,000 |
111,638 |
|
| AE Wealth Management LLC |
797 |
*New |
2023-12-31 |
54,683 |
$2,699,000 |
54,683 |
|
| Financial & Tax Architects LLC |
44 |
*New |
2024-03-31 |
44,444 |
$2,180,000 |
44,444 |
|
| PREVAIL INNOVATIVE WEALTH ADVISORS LLC |
82 |
*New |
2024-03-31 |
24,567 |
$1,205,000 |
24,567 |
|
| WCG Wealth Advisors LLC |
234 |
*New |
2023-12-31 |
12,502 |
$622,000 |
12,502 |
|
| COLONY GROUP, LLC |
596 |
*New |
2023-12-31 |
9,072 |
$451,000 |
9,072 |
|
| WEALTHSOURCE PARTNERS LLC |
348 |
*New |
2023-12-31 |
8,821 |
$439,000 |
8,821 |
|
| GOODMAN FINANCIAL CORP |
46 |
*New |
2024-03-31 |
8,761 |
$430,000 |
8,761 |
|
| Atomi Financial Group Inc. |
506 |
*New |
2024-03-31 |
6,556 |
$322,000 |
6,556 |
|
| PATTEN & PATTEN INC/TN |
254 |
*New |
2024-03-31 |
6,409 |
$314,000 |
6,409 |
|
| Wade Financial Advisory Inc |
65 |
*New |
2023-12-31 |
6,294 |
$313,000 |
6,294 |
|
| Prime Capital Investment Advisors LLC |
|
*New |
2023-12-31 |
5,902 |
$293,000 |
5,902 |
|
| Chicago Partners Investment Group LLC |
575 |
*New |
2024-03-31 |
6,069 |
$292,000 |
6,069 |
|
| PACIFIC FINANCIAL GROUP INC |
53 |
*New |
2024-03-31 |
5,548 |
$272,000 |
5,548 |
|
| Invst LLC |
192 |
*New |
2023-12-31 |
4,796 |
$236,000 |
4,796 |
|
| Unique Wealth Strategies LLC |
173 |
*New |
2024-03-31 |
4,495 |
$220,000 |
4,495 |
|
| NORTHWEST WEALTH MANAGEMENT LLC |
154 |
*New |
2023-12-31 |
4,137 |
$206,000 |
4,137 |
|
| Nelson Van Denburg & Campbell Wealth Management Gr |
1056 |
*New |
2024-03-31 |
1,581 |
$78,000 |
1,581 |
|
| MILESTONE GROUP INC |
230 |
*New |
2024-03-31 |
1,445 |
$71,000 |
1,445 |
|
| Atlantic Trust Group LLC |
1582 |
*New |
2024-03-31 |
1,276 |
$62,000 |
1,276 |
|
| SevenOneSeven Capital Management |
10 |
*New |
2023-12-31 |
649 |
$32,000 |
649 |
|
| LifeSteps Financial Inc. |
267 |
*New |
2024-03-31 |
281 |
$14,000 |
281 |
|
| MATHER GROUP, INC. |
1160 |
*New |
2024-03-31 |
236 |
$12,000 |
236 |
|
| YHB INVESTMENT ADVISORS, INC. |
688 |
*New |
2024-03-31 |
200 |
$10,000 |
200 |
|
| Coston McIsaac & Partners |
467 |
*New |
2024-03-31 |
92 |
$4,000 |
92 |
|
| Sargent Bickham Lagudis LLC |
805 |
*New |
2022-12-31 |
73 |
$4,000 |
73 |
|
| First Pacific Financial |
340 |
*New |
2024-03-31 |
53 |
$3,000 |
53 |
|
| GeoWealth Management LLC |
670 |
*New |
2023-12-31 |
38 |
$2,000 |
38 |
|
| Pflug Koory LLC |
383 |
*New |
2024-03-31 |
16 |
$1,000 |
16 |
|
| THOMPSON INVESTMENT MANAGEMENT INC |
423 |
*New |
2024-03-31 |
23 |
$1,000 |
23 |
|
| Aptus Capital Advisors LLC |
908 |
*New |
2023-12-31 |
5 |
$0 |
5 |
|
|
31 Records found
|
1
|
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