|
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 |
MORGAN STANLEY |
1245 |
- |
2023-12-31 |
1,003,675 |
$87,992,000 |
94,092 |
|
WELLS FARGO & CO/MN |
931 |
- |
2023-12-31 |
297,788 |
$26,107,000 |
4,739 |
|
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 |
|
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 |
|
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 |
|
BANK HAPOALIM BM |
29 |
- |
2024-03-31 |
98,783 |
$9,444,000 |
87,637 |
|
TWO SIGMA INVESTMENTS LLC |
637 |
- |
2023-12-31 |
101,500 |
$8,899,000 |
45,200 |
|
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 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
210 |
- |
2024-03-31 |
53,404 |
$5,105,000 |
6,482 |
|
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 |
|
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 |
|
CIBC WORLD MARKETS INC. |
442 |
- |
2023-12-31 |
35,590 |
$3,120,000 |
1,069 |
|
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 |
|
WADE G W & INC |
141 |
- |
2023-12-31 |
32,119 |
$2,816,000 |
278 |
|
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 |
|
H D Vest Advisory Services |
433 |
- |
2023-12-31 |
29,723 |
$2,606,000 |
2,994 |
|
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 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
746 |
- |
2023-12-31 |
23,822 |
$2,088,000 |
1,414 |
|
Atria Wealth Solutions Inc. |
586 |
- |
2023-12-31 |
23,727 |
$2,080,000 |
497 |
|
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 |
|
ATRIA INVESTMENTS LLC |
737 |
- |
2023-12-31 |
16,437 |
$1,441,000 |
2,560 |
|
Wealthfront Advisers LLC |
551 |
- |
2024-03-31 |
14,746 |
$1,410,000 |
6,064 |
|
SEGMENT WEALTH MANAGEMENT, LLC |
126 |
- |
2024-03-31 |
13,825 |
$1,322,000 |
1,310 |
|
CWM LLC |
752 |
- |
2024-03-31 |
13,383 |
$1,279,000 |
17 |
|
MULTIFINANCIAL SECURITIES CORP |
688 |
- |
2023-12-31 |
14,074 |
$1,234,000 |
152 |
|
FMR LLC |
2293 |
- |
2023-12-31 |
12,825 |
$1,124,000 |
2,188 |
|
RETIREMENT CAPITAL STRATEGIES |
33 |
- |
2023-12-31 |
12,769 |
$1,119,000 |
9,914 |
|
CREATIVE PLANNING |
1202 |
- |
2023-12-31 |
11,860 |
$1,040,000 |
576 |
|
RENAISSANCE TECHNOLOGIES LLC |
2393 |
- |
2023-12-31 |
11,700 |
$1,026,000 |
8,000 |
|
Quantum Private Wealth LLC |
55 |
- |
2023-12-31 |
10,939 |
$959,000 |
9 |
|
EUDAIMONIA ADVISORS LLC |
62 |
- |
2024-03-31 |
9,510 |
$909,000 |
3,080 |
|
SeaCrest Wealth Management LLC |
204 |
- |
2024-03-31 |
8,869 |
$848,000 |
2,369 |
|
Emerald Advisors LLC |
44 |
- |
2024-03-31 |
7,864 |
$752,000 |
35 |
|
THRIVENT FINANCIAL FOR LUTHERANS |
1952 |
- |
2023-12-31 |
8,510 |
$746,000 |
653 |
|
INSIGNEO ADVISORY SERVICES LLC |
177 |
- |
2023-12-31 |
8,379 |
$735,000 |
430 |
|
WOLVERINE TRADING LLC |
539 |
- |
2023-12-31 |
8,310 |
$729,000 |
8,310 |
|
JNB Advisors LLC |
|
- |
2024-03-31 |
7,588 |
$725,000 |
694 |
|
Atlantic Trust Group LLC |
714 |
- |
2023-12-31 |
8,214 |
$720,000 |
19 |
|
Kovack Advisors Inc. |
204 |
- |
2024-03-31 |
7,114 |
$680,000 |
94 |
|
PFG Investments LLC |
437 |
- |
2024-03-31 |
6,964 |
$666,000 |
1,329 |
|
ETF Store Inc. |
|
- |
2024-03-31 |
6,753 |
$646,000 |
620 |
|
Apollon Financial LLC |
|
- |
2024-03-31 |
6,404 |
$612,000 |
68 |
|
BURNS WEALTH MANAGEMENT, INC. |
320 |
- |
2023-12-31 |
6,670 |
$585,000 |
54 |
|
Householder Group Estate & Retirement Specialist L |
|
- |
2024-03-31 |
5,990 |
$573,000 |
217 |
|
Eudaimonia Partners LLC |
148 |
- |
2024-03-31 |
5,657 |
$541,000 |
424 |
|
Summit Financial LLC |
246 |
- |
2024-03-31 |
5,580 |
$533,000 |
114 |
|
SUMMIT INVESTMENT ADVISORS INC |
785 |
- |
2023-12-31 |
5,865 |
$514,000 |
35 |
|
COMERICA BANK |
1867 |
- |
2023-12-31 |
5,505 |
$483,000 |
141 |
|
Private Portfolio Partners LLC |
166 |
- |
2023-12-31 |
4,807 |
$421,000 |
35 |
|
Retirement Planning Co of New England Inc. |
131 |
- |
2023-12-31 |
4,748 |
$416,000 |
285 |
|
Stonebridge Financial Planning Group LLC |
105 |
- |
2023-12-31 |
4,547 |
$399,000 |
200 |
|
Merit Financial Group LLC |
559 |
- |
2023-12-31 |
4,261 |
$374,000 |
510 |
|
HBK SORCE ADVISORY LLC |
|
- |
2023-12-31 |
4,215 |
$370,000 |
75 |
|
Beacon Financial Advisory LLC |
153 |
- |
2024-03-31 |
3,771 |
$361,000 |
573 |
|
KISTLERTIFFANY COMPANIES, LLC |
257 |
- |
2023-06-30 |
4,635 |
$352,000 |
6 |
|
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC |
471 |
- |
2024-03-31 |
3,677 |
$351,000 |
120 |
|
Snowden Capital Advisors LLC |
852 |
- |
2023-12-31 |
3,856 |
$338,000 |
15 |
|
SIGNATURE SECURITIES GROUP CORPORATION |
153 |
- |
2024-03-31 |
3,509 |
$335,000 |
1,004 |
|
BLAIR WILLIAM & CO/IL |
1216 |
- |
2023-12-31 |
3,701 |
$324,000 |
80 |
|
VALMARK ADVISERS INC |
407 |
- |
2023-12-31 |
3,517 |
$308,000 |
100 |
|
Alpha Square Group S LLC |
17 |
- |
2023-12-31 |
3,500 |
$307,000 |
500 |
|
Ally Invest Advisors Inc. |
54 |
- |
2023-12-31 |
3,125 |
$274,000 |
80 |
|
MJP ASSOCIATES INC /ADV |
190 |
- |
2024-03-31 |
2,703 |
$258,000 |
105 |
|
Geneos Wealth Management Inc. |
|
- |
2024-03-31 |
2,556 |
$244,000 |
169 |
|
O SHAUGHNESSY ASSET MANAGEMENT LLC |
1377 |
- |
2023-12-31 |
2,456 |
$215,000 |
803 |
|
Ahrens Investment Partners LLC |
152 |
- |
2023-03-31 |
2,850 |
$191,000 |
2,850 |
|
GAMMA Investing LLC |
1022 |
- |
2024-03-31 |
535 |
$51,000 |
35 |
|
BDO Wealth Advisors LLC |
456 |
- |
2023-06-30 |
594 |
$45,000 |
8 |
|
HANSON MCCLAIN, INC. |
1528 |
- |
2024-03-31 |
310 |
$30,000 |
200 |
|
MTM Investment Management LLC |
236 |
- |
2024-03-31 |
316 |
$30,000 |
15 |
|
Venturi Wealth Management LLC |
710 |
- |
2024-03-31 |
233 |
$22,000 |
28 |
|
EDMOND DE ROTHSCHILD HOLDING S.A. |
555 |
- |
2023-12-31 |
256 |
$22,000 |
150 |
|
Coppell Advisory Solutions LLC |
818 |
- |
2023-12-31 |
173 |
$15,000 |
48 |
|
ANCORA ADVISORS, LLC |
1197 |
- |
2023-12-31 |
120 |
$11,000 |
73 |
|
Larson Financial Group LLC |
|
- |
2024-03-31 |
67 |
$6,000 |
15 |
|
|
94 Records found
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1
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