|
Institutional
Holders
Total
Institutions:
|
221 34 |
|
Total
shares held :
|
56,685,589 |
|
% of shares
held :
|
62.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
101 |
|
Amount
of shares held :
|
16,760,476 |
|
% of shares
held change :
|
18.62% |
|
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 |
111 |
- |
2023-12-31 |
9,093,465 |
$297,993,000 |
2,223,318 |
|
MORGAN STANLEY |
759 |
- |
2023-12-31 |
6,231,471 |
$204,205,000 |
2,254,400 |
|
WELLS FARGO & CO/MN |
341 |
- |
2023-12-31 |
4,477,768 |
$146,736,000 |
2,009,597 |
|
RAYMOND JAMES & ASSOCIATES |
225 |
- |
2024-03-31 |
3,307,225 |
$115,158,000 |
727,612 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
163 |
- |
2024-03-31 |
2,430,439 |
$84,628,000 |
853,848 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
186 |
- |
2024-03-31 |
1,775,489 |
$61,823,000 |
688,037 |
|
ROYAL BANK OF CANADA |
642 |
- |
2023-12-31 |
1,805,918 |
$59,180,000 |
536,816 |
|
BANK OF AMERICA CORP /DE/ |
1094 |
- |
2023-12-31 |
1,740,815 |
$57,047,000 |
1,236,043 |
|
UBS Group AG |
631 |
- |
2023-12-31 |
1,705,975 |
$55,905,000 |
530,102 |
|
STIFEL FINANCIAL CORP |
275 |
- |
2023-12-31 |
1,569,284 |
$51,426,000 |
574,141 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
97 |
- |
2024-03-31 |
1,400,969 |
$48,782,000 |
276,068 |
|
Private Advisor Group LLC |
99 |
- |
2024-03-31 |
849,602 |
$29,583,000 |
152,138 |
|
Baird Financial Group Inc. |
265 |
- |
2023-12-31 |
837,204 |
$27,435,000 |
42,309 |
|
BLAIR WILLIAM & CO/IL |
186 |
- |
2023-12-31 |
728,511 |
$23,873,000 |
160,677 |
|
Cetera Investment Advisers |
125 |
- |
2023-12-31 |
602,828 |
$19,755,000 |
185,418 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
344 |
- |
2024-03-31 |
518,530 |
$18,055,000 |
48,352 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
54 |
- |
2024-03-31 |
498,225 |
$17,348,000 |
248,150 |
|
Kestra Advisory Services LLC |
149 |
- |
2023-12-31 |
511,587 |
$16,765,000 |
335,725 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
302 |
- |
2023-12-31 |
507,344 |
$16,626,000 |
297,453 |
|
Good Life Advisors LLC |
15 |
- |
2024-03-31 |
463,115 |
$16,126,000 |
315,015 |
|
Global Assets Advisory LLC |
33 |
- |
2024-03-31 |
549,672 |
$15,914,000 |
533,784 |
|
JANE STREET GROUP LLC |
670 |
- |
2023-12-31 |
471,494 |
$15,451,000 |
375,412 |
|
Steward Partners Investment Advisory LLC |
105 |
- |
2023-12-31 |
456,026 |
$14,944,000 |
237,595 |
|
MML INVESTORS SERVICES LLC |
299 |
- |
2023-12-31 |
421,379 |
$13,809,000 |
16,369 |
|
FINANCIAL NETWORK |
277 |
- |
2023-12-31 |
407,870 |
$13,366,000 |
191,858 |
|
AE Wealth Management LLC |
335 |
- |
2023-12-31 |
397,657 |
$12,876,000 |
215,516 |
|
HIGHTOWER ADVISORS, LLC |
610 |
- |
2023-12-31 |
380,366 |
$12,467,000 |
177,397 |
|
Western Wealth Management LLC |
19 |
- |
2024-03-31 |
343,777 |
$11,970,000 |
26,270 |
|
Pine Valley Investments Ltd Liability Co |
21 |
- |
2023-12-31 |
365,119 |
$11,965,000 |
152,053 |
|
Ergawealth Advisors Inc. |
7 |
- |
2024-03-31 |
294,939 |
$10,270,000 |
15,542 |
|
JANNEY MONTGOMERY SCOTT LLC |
550 |
- |
2024-03-31 |
269,868 |
$9,397,000 |
26,042 |
|
DAVIDSON D A & CO |
196 |
- |
2023-12-31 |
248,831 |
$8,154,000 |
39,878 |
|
Sigma Planning Corp |
74 |
- |
2024-03-31 |
228,883 |
$7,970,000 |
190,471 |
|
Integrated Wealth Concepts LLC |
181 |
- |
2023-12-31 |
229,312 |
$7,515,000 |
46,591 |
|
PROEQUITIES INC. |
44 |
- |
2024-03-31 |
199,197 |
$6,936,000 |
168,922 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
183 |
- |
2024-03-31 |
191,010 |
$6,651,000 |
65,530 |
|
Per Stirling Capital Management LLC. |
27 |
- |
2023-12-31 |
201,318 |
$6,597,000 |
3,491 |
|
Crumly & Associates Inc. |
20 |
- |
2024-03-31 |
186,356 |
$6,489,000 |
164,785 |
|
Aprio Wealth Management LLC |
19 |
- |
2024-03-31 |
180,798 |
$6,295,000 |
20,212 |
|
HARBOUR INVESTMENTS INC. |
66 |
- |
2023-12-31 |
189,608 |
$6,213,000 |
86,482 |
|
RiverTree Advisors LLC |
10 |
- |
2024-03-31 |
177,716 |
$6,188,000 |
4,739 |
|
INTL FCSTONE INC. |
28 |
- |
2024-03-31 |
175,861 |
$6,123,000 |
39,722 |
|
TAP Consulting LLC |
12 |
- |
2024-03-31 |
175,408 |
$6,108,000 |
31,943 |
|
Hobart Private Capital LLC |
17 |
- |
2024-03-31 |
171,984 |
$5,988,000 |
29,263 |
|
Elevated Capital Advisors LLC |
11 |
- |
2024-03-31 |
167,152 |
$5,820,000 |
148,396 |
|
J.W. COLE ADVISORS INC. |
84 |
- |
2024-03-31 |
148,392 |
$5,167,000 |
21,210 |
|
Stratos Wealth Partners LTD. |
236 |
- |
2024-03-31 |
144,485 |
$5,031,000 |
20,428 |
|
WAYNE HUMMER INVESTMENTS L.L.C. |
35 |
- |
2023-12-31 |
153,348 |
$5,025,000 |
6,596 |
|
IHT Wealth Management LLC |
98 |
- |
2023-12-31 |
152,158 |
$4,986,000 |
81,132 |
|
PSI Advisors LLC |
12 |
- |
2024-03-31 |
142,617 |
$4,966,000 |
31,368 |
|
N.E.W. Advisory Services LLC |
34 |
- |
2024-03-31 |
125,928 |
$4,385,000 |
113,991 |
|
J P MORGAN CHASE & CO |
2523 |
- |
2023-12-31 |
133,592 |
$4,378,000 |
133,513 |
|
Visionary Wealth Advisors |
87 |
- |
2023-12-31 |
131,208 |
$4,300,000 |
89,225 |
|
Mach-1 Financial Group Inc. |
13 |
- |
2023-12-31 |
128,889 |
$4,224,000 |
113,926 |
|
Private Advisory Group LLC |
45 |
- |
2023-12-31 |
115,900 |
$3,798,000 |
13,575 |
|
Goss Wealth Management LLC |
427 |
- |
2023-12-31 |
115,758 |
$3,789,000 |
17,697 |
|
Financial Advocates Investment Management |
104 |
- |
2024-03-31 |
107,682 |
$3,749,000 |
9,819 |
|
GPS Wealth Strategies Group LLC |
29 |
- |
2024-03-31 |
103,031 |
$3,588,000 |
16,984 |
|
Atria Wealth Solutions Inc. |
410 |
- |
2023-12-31 |
107,012 |
$3,507,000 |
19,537 |
|
H D Vest Advisory Services |
367 |
- |
2023-12-31 |
102,462 |
$3,358,000 |
52,540 |
|
Equitable Holdings Inc. |
289 |
- |
2023-12-31 |
100,611 |
$3,297,000 |
35,067 |
|
Capital Investment Advisory Services LLC |
72 |
- |
2024-03-31 |
91,355 |
$3,181,000 |
44,854 |
|
Stratos Wealth Advisors LLC |
130 |
- |
2024-03-31 |
91,333 |
$3,180,000 |
19,407 |
|
RFG Advisory Group LLC |
150 |
- |
2024-03-31 |
90,466 |
$3,150,000 |
37,901 |
|
SYNOVUS FINANCIAL CORP |
253 |
- |
2023-12-31 |
93,111 |
$3,052,000 |
67,044 |
|
Owen LaRue LLC |
8 |
- |
2023-12-31 |
91,390 |
$2,995,000 |
3,153 |
|
Rockefeller Capital Management L.P. |
799 |
- |
2023-12-31 |
87,312 |
$2,861,000 |
55,594 |
|
MULTIFINANCIAL SECURITIES CORP |
406 |
- |
2023-12-31 |
86,595 |
$2,838,000 |
25,675 |
|
Cherry Creek Investment Advisors Inc. |
19 |
- |
2024-03-31 |
78,732 |
$2,741,000 |
11,469 |
|
Cedrus LLC |
19 |
- |
2024-03-31 |
77,168 |
$2,687,000 |
7,004 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
36 |
- |
2024-03-31 |
74,326 |
$2,588,000 |
12,194 |
|
Arkadios Wealth Advisors |
125 |
- |
2024-03-31 |
68,617 |
$2,389,000 |
16,033 |
|
HILLTOP HOLDINGS INC. |
106 |
- |
2023-12-31 |
71,898 |
$2,356,000 |
444 |
|
RAYMOND JAMES TRUST CO |
306 |
- |
2024-03-31 |
62,047 |
$2,160,000 |
5,043 |
|
Altus Wealth Group LLC |
23 |
- |
2024-03-31 |
60,538 |
$2,108,000 |
33,098 |
|
Trueblood Wealth Management LLC |
11 |
- |
2024-03-31 |
59,888 |
$2,085,000 |
3,993 |
|
RENAISSANCE TECHNOLOGIES LLC |
1926 |
- |
2023-12-31 |
63,400 |
$2,078,000 |
48,100 |
|
Koshinski Asset Management Inc. |
90 |
- |
2023-12-31 |
62,928 |
$2,062,000 |
23,689 |
|
Apollon Wealth Management LLC |
282 |
- |
2024-03-31 |
58,920 |
$2,052,000 |
31,966 |
|
IFP Advisors Inc |
228 |
- |
2023-12-31 |
62,551 |
$2,050,000 |
15,693 |
|
BlueChip Wealth Advisors LLC |
21 |
- |
2024-03-31 |
58,583 |
$2,040,000 |
4,443 |
|
Kingsview Wealth Management LLC |
278 |
- |
2023-12-31 |
61,192 |
$2,005,000 |
12,730 |
|
OPPENHEIMER & CO INC |
555 |
- |
2023-12-31 |
50,181 |
$1,644,000 |
12,233 |
|
Mutual Advisors LLC |
321 |
- |
2024-03-31 |
46,995 |
$1,636,000 |
37,274 |
|
MinichMacGregor Wealth Management LLC |
50 |
- |
2024-03-31 |
42,336 |
$1,462,000 |
5,535 |
|
Main Street Financial Solutions LLC |
126 |
- |
2024-03-31 |
41,794 |
$1,455,000 |
27,381 |
|
SILVER OAK SECURITIES Inc |
125 |
- |
2023-12-31 |
43,165 |
$1,415,000 |
1,533 |
|
COMERICA BANK |
1398 |
- |
2023-12-31 |
39,675 |
$1,300,000 |
8,994 |
|
Continuum Advisory LLC |
142 |
- |
2023-12-31 |
39,589 |
$1,298,000 |
8,379 |
|
NBC SECURITIES INC. |
210 |
- |
2024-03-31 |
30,404 |
$1,158,000 |
9,647 |
|
PRINCIPAL SECURITIES INC. |
423 |
- |
2024-03-31 |
32,054 |
$1,116,000 |
17,306 |
|
NATIONAL ASSET MANAGEMENT, INC. |
490 |
- |
2023-12-31 |
34,027 |
$1,115,000 |
14,689 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
198 |
- |
2024-03-31 |
30,333 |
$1,048,000 |
12,237 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
163 |
- |
2024-03-31 |
29,736 |
$1,035,000 |
24,990 |
|
tru Independence LLC |
64 |
- |
2024-03-31 |
29,021 |
$1,011,000 |
2,618 |
|
Envestnet Portfolio Solutions Inc. |
791 |
- |
2023-12-31 |
30,833 |
$1,010,000 |
7,316 |
|
Foundations Investment Advisors LLC |
305 |
- |
2023-12-31 |
30,666 |
$984,000 |
13,880 |
|
Cresset Asset Management LLC |
931 |
- |
2023-12-31 |
27,148 |
$890,000 |
10,605 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
315 |
- |
2024-03-31 |
25,227 |
$878,000 |
7,649 |
|
Walkner Condon Financial Advisors LLC |
106 |
- |
2024-03-31 |
24,668 |
$859,000 |
375 |
|
|
100 Records found
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1
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