|
Institutional
Holders
Total
Institutions:
|
318 10 |
|
Total
shares held :
|
15,345,479 |
|
% of shares
held :
|
24.22% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-26 |
|
Amount
of shares held :
|
-686,062 |
|
% of shares
held change :
|
-1.08% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$76.15 |
|
Last
Quarter's Ending
Price :
|
$87.67 |
|
Last
Quarter's Average
Price :
|
$79.49 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
12.26 (15.42%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
268 |
- |
2023-12-31 |
7,381,204 |
$647,110,000 |
-823,609 |
|
MORGAN STANLEY |
1245 |
- |
2023-12-31 |
1,003,675 |
$87,992,000 |
94,092 |
|
LPL FINANCIAL CORP |
366 |
- |
2023-12-31 |
868,565 |
$76,147,000 |
-367 |
|
UBS Group AG |
685 |
- |
2023-12-31 |
535,934 |
$46,985,000 |
-1,267 |
|
WELLS FARGO & CO/MN |
931 |
- |
2023-12-31 |
297,788 |
$26,107,000 |
4,739 |
|
AMERIPRISE FINANCIAL INC |
1328 |
- |
2023-12-31 |
202,922 |
$17,790,000 |
-15,583 |
|
ROYAL BANK OF CANADA |
1256 |
- |
2023-12-31 |
165,745 |
$14,531,000 |
1,800 |
|
RAYMOND JAMES & ASSOCIATES |
960 |
- |
2024-03-31 |
147,798 |
$14,130,000 |
126 |
|
Main Management ETF Advisors LLC |
17 |
- |
2023-12-31 |
153,400 |
$13,449,000 |
-61,430 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
689 |
- |
2024-03-31 |
135,001 |
$12,906,000 |
-3,729 |
|
J P MORGAN CHASE & CO |
1863 |
- |
2023-12-31 |
146,635 |
$12,856,000 |
8,665 |
|
Private Advisor Group LLC |
|
- |
2024-03-31 |
130,739 |
$12,499,000 |
20,028 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
373 |
- |
2024-03-31 |
130,309 |
$12,458,000 |
26 |
|
Advisor Group Holdings Inc. |
684 |
- |
2023-12-31 |
141,075 |
$12,370,000 |
-25,545 |
|
PNC FINANCIAL SERVICES GROUP INC |
469 |
- |
2023-12-31 |
132,969 |
$11,657,000 |
2,566 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
745 |
- |
2024-03-31 |
114,115 |
$10,909,000 |
3,959 |
|
Dean Capital Investments Management LLC |
1 |
*New |
2023-12-31 |
122,644 |
$10,752,000 |
122,644 |
|
BANK HAPOALIM BM |
29 |
- |
2024-03-31 |
98,783 |
$9,444,000 |
87,637 |
|
ENVESTNET ASSET MANAGEMENT INC |
1479 |
- |
2023-12-31 |
107,062 |
$9,386,000 |
-5,737 |
|
TWO SIGMA INVESTMENTS LLC |
637 |
- |
2023-12-31 |
101,500 |
$8,899,000 |
45,200 |
|
Ignite Planners LLC |
8 |
- |
2024-03-31 |
75,295 |
$7,197,000 |
-1,301 |
|
MML INVESTORS SERVICES LLC |
480 |
- |
2023-12-31 |
79,891 |
$7,004,000 |
-26,527 |
|
Integrated Wealth Concepts LLC |
203 |
- |
2023-12-31 |
72,931 |
$6,394,000 |
-31,441 |
|
NATIONAL BANK OF CANADA /FI/ |
603 |
- |
2023-12-31 |
70,382 |
$5,991,000 |
-1,923 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
616 |
- |
2024-03-31 |
61,565 |
$5,886,000 |
2,126 |
|
CITADEL ADVISORS LLC |
1497 |
- |
2023-12-31 |
64,464 |
$5,652,000 |
31,068 |
|
JANNEY MONTGOMERY SCOTT LLC |
733 |
- |
2024-03-31 |
56,652 |
$5,416,000 |
4,873 |
|
Kestra Advisory Services LLC |
435 |
- |
2023-12-31 |
59,331 |
$5,202,000 |
-5,148 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
210 |
- |
2024-03-31 |
53,404 |
$5,105,000 |
6,482 |
|
NORTHSTAR ASSET MANAGEMENT LLC |
16 |
- |
2024-03-31 |
51,795 |
$4,952,000 |
-3,460 |
|
STIFEL FINANCIAL CORP |
1103 |
- |
2023-12-31 |
56,046 |
$4,914,000 |
434 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
1144 |
- |
2023-12-31 |
54,556 |
$4,783,000 |
22,149 |
|
FINANCIAL NETWORK |
597 |
- |
2023-12-31 |
54,419 |
$4,771,000 |
-108 |
|
TWO SIGMA ADVISERS, LLC |
859 |
- |
2023-12-31 |
50,800 |
$4,454,000 |
-22,400 |
|
HALLMARK CAPITAL MANAGEMENT INC |
79 |
- |
2024-03-31 |
41,936 |
$4,009,000 |
-4,233 |
|
NATIONAL ASSET MANAGEMENT, INC. |
210 |
- |
2023-12-31 |
43,840 |
$3,843,000 |
10,934 |
|
Laurel Wealth Advisors Inc. |
65 |
- |
2022-12-31 |
62,672 |
$3,611,000 |
3,720 |
|
Proquility Private Wealth Partners LLC |
|
- |
2024-03-31 |
36,990 |
$3,536,000 |
3,473 |
|
VALLEY FINANCIAL MANAGEMENT INC. |
19 |
- |
2023-06-30 |
45,500 |
$3,455,000 |
17,994 |
|
HIGHTOWER ADVISORS, LLC |
1136 |
- |
2023-12-31 |
38,752 |
$3,405,000 |
1,194 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
1005 |
- |
2024-03-31 |
34,374 |
$3,286,000 |
-27,995 |
|
MONEY CONCEPTS CAPITAL CORP |
86 |
- |
2024-03-31 |
33,964 |
$3,247,000 |
-119 |
|
Prosperity Financial Group Inc. |
12 |
- |
2023-12-31 |
36,122 |
$3,167,000 |
-701 |
|
MEITAV DASH INVESTMENTS LTD |
96 |
- |
2024-03-31 |
32,997 |
$3,155,000 |
-6,610 |
|
CIBC WORLD MARKETS INC. |
442 |
- |
2023-12-31 |
35,590 |
$3,120,000 |
1,069 |
|
Prestige Wealth Management Group LLC |
33 |
- |
2024-03-31 |
32,204 |
$3,079,000 |
-6,544 |
|
Good Life Advisors LLC |
|
- |
2024-03-31 |
31,471 |
$3,009,000 |
-325 |
|
MARINER WEALTH ADVISORS, LLC |
885 |
- |
2023-12-31 |
33,788 |
$2,962,000 |
-2,983 |
|
Kingsview Wealth Management LLC |
212 |
- |
2023-12-31 |
33,005 |
$2,894,000 |
17,464 |
|
Rockefeller Capital Management L.P. |
793 |
- |
2023-12-31 |
32,831 |
$2,878,000 |
2,200 |
|
Equitable Holdings Inc. |
319 |
- |
2023-12-31 |
32,670 |
$2,864,000 |
-846 |
|
WADE G W & INC |
141 |
- |
2023-12-31 |
32,119 |
$2,816,000 |
278 |
|
CASCADE INVESTMENT GROUP INC. |
7 |
- |
2023-12-31 |
31,577 |
$2,768,000 |
-891 |
|
Goss Wealth Management LLC |
545 |
- |
2023-12-31 |
30,959 |
$2,763,000 |
2,789 |
|
SUMITOMO MITSUI FINANCIAL GROUP INC. |
68 |
- |
2023-12-31 |
31,390 |
$2,752,000 |
154 |
|
OPPENHEIMER & CO INC |
415 |
- |
2023-12-31 |
31,324 |
$2,746,000 |
4,218 |
|
JAFFETILCHIN INVESTMENT PARTNERS LLC |
66 |
- |
2023-12-31 |
31,083 |
$2,725,000 |
-1,293 |
|
Florin Court Capital LLP |
|
- |
2024-03-31 |
28,000 |
$2,677,000 |
-48,100 |
|
H D Vest Advisory Services |
433 |
- |
2023-12-31 |
29,723 |
$2,606,000 |
2,994 |
|
DAVIDSON D A & CO |
430 |
- |
2023-12-31 |
29,705 |
$2,604,000 |
-1,617 |
|
Capital Investment Advisory Services LLC |
86 |
- |
2024-03-31 |
27,228 |
$2,603,000 |
-2,388 |
|
CREDIT SUISSE/ |
1692 |
- |
2023-12-31 |
29,636 |
$2,598,000 |
0 |
|
Ameritas Advisory Services LLC |
152 |
- |
2023-12-31 |
25,671 |
$2,355,000 |
-1,966 |
|
Oakmont Partners LLC |
244 |
- |
2024-03-31 |
24,282 |
$2,321,000 |
-206 |
|
Spire Wealth Management |
233 |
- |
2024-03-31 |
23,221 |
$2,220,000 |
999 |
|
Migdal Insurance & Financial Holdings Ltd. |
113 |
- |
2024-03-31 |
23,035 |
$2,202,000 |
160 |
|
PETERSON WEALTH MANAGEMENT |
17 |
- |
2023-12-31 |
24,204 |
$2,122,000 |
250 |
|
Capital Analysts Inc. |
159 |
- |
2023-12-31 |
23,938 |
$2,099,000 |
-878 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
746 |
- |
2023-12-31 |
23,822 |
$2,088,000 |
1,414 |
|
FULTON BANK, N.A. |
139 |
- |
2024-03-31 |
21,792 |
$2,083,000 |
-69 |
|
Atria Wealth Solutions Inc. |
586 |
- |
2023-12-31 |
23,727 |
$2,080,000 |
497 |
|
Stratos Wealth Partners LTD. |
419 |
- |
2024-03-31 |
21,688 |
$2,073,000 |
-548 |
|
HRT FINANCIAL LLC |
600 |
- |
2023-12-31 |
23,518 |
$2,061,000 |
-27,172 |
|
FIRST TRUST ADVISORS LP |
1717 |
- |
2023-12-31 |
22,966 |
$2,013,000 |
-3,534 |
|
Paragon Private Wealth Management LLC |
17 |
- |
2023-12-31 |
22,868 |
$2,005,000 |
438 |
|
Qube Research & Technologies Ltd |
1297 |
- |
2023-12-31 |
22,741 |
$1,994,000 |
17,589 |
|
PROSPERA FINANCIAL SERVICES |
322 |
- |
2023-12-31 |
21,296 |
$1,867,000 |
579 |
|
Sigma Planning Corp |
|
- |
2024-03-31 |
18,929 |
$1,810,000 |
7,397 |
|
ERn Financial LLC |
64 |
- |
2024-03-31 |
18,183 |
$1,738,000 |
-485 |
|
EverSource Wealth Advisors LLC |
118 |
*New |
2023-12-31 |
19,596 |
$1,718,000 |
19,596 |
|
Keebeck Wealth Management LLC |
100 |
- |
2023-12-31 |
18,973 |
$1,663,000 |
-577 |
|
NBC SECURITIES INC. |
134 |
- |
2024-03-31 |
17,090 |
$1,633,000 |
-116 |
|
HSBC HOLDINGS PLC |
1252 |
*New |
2023-12-31 |
17,800 |
$1,561,000 |
17,800 |
|
MILLENNIUM MANAGEMENT LLC |
2491 |
- |
2023-12-31 |
17,592 |
$1,542,000 |
0 |
|
Robertson Stephens Wealth Management LLC |
176 |
- |
2023-12-31 |
16,734 |
$1,467,000 |
-32,492 |
|
CITY HOLDING CO |
112 |
- |
2024-03-31 |
15,265 |
$1,459,000 |
-610 |
|
ATRIA INVESTMENTS LLC |
737 |
- |
2023-12-31 |
16,437 |
$1,441,000 |
2,560 |
|
Mutual Advisors LLC |
|
- |
2024-03-31 |
15,028 |
$1,437,000 |
-480 |
|
BNP PARIBAS ARBITRAGE SA |
|
- |
2024-03-31 |
14,904 |
$1,425,000 |
-5,642 |
|
AE Wealth Management LLC |
1023 |
- |
2023-12-31 |
15,457 |
$1,410,000 |
-2,381 |
|
Wealthfront Advisers LLC |
551 |
- |
2024-03-31 |
14,746 |
$1,410,000 |
6,064 |
|
BB&T CORP |
1423 |
- |
2023-12-31 |
15,855 |
$1,390,000 |
-463 |
|
IFP Advisors Inc |
314 |
- |
2023-12-31 |
15,759 |
$1,382,000 |
-1,986 |
|
Baird Financial Group Inc. |
1044 |
- |
2023-12-31 |
15,604 |
$1,368,000 |
-8,920 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
126 |
- |
2024-03-31 |
13,825 |
$1,322,000 |
1,310 |
|
U.S. Capital Wealth Advisors LLC |
294 |
- |
2023-12-31 |
14,670 |
$1,286,000 |
-541 |
|
CWM LLC |
752 |
- |
2024-03-31 |
13,383 |
$1,279,000 |
17 |
|
Western Wealth Management LLC |
193 |
- |
2024-03-31 |
13,076 |
$1,250,000 |
-2,460 |
|
MULTIFINANCIAL SECURITIES CORP |
688 |
- |
2023-12-31 |
14,074 |
$1,234,000 |
152 |
|
Anfield Capital Management LLC |
36 |
- |
2023-12-31 |
13,924 |
$1,221,000 |
-10,795 |
|
|
100 Records found
|
1
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