|
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 :
|
|
|
13.63 (17.15%) |
|
|
|
|
|
|
|
|
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 |
|
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 |
|
AMERIPRISE FINANCIAL INC |
1328 |
- |
2023-12-31 |
202,922 |
$17,790,000 |
-15,583 |
|
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 |
|
Advisor Group Holdings Inc. |
684 |
- |
2023-12-31 |
141,075 |
$12,370,000 |
-25,545 |
|
ENVESTNET ASSET MANAGEMENT INC |
1479 |
- |
2023-12-31 |
107,062 |
$9,386,000 |
-5,737 |
|
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 |
|
Kestra Advisory Services LLC |
435 |
- |
2023-12-31 |
59,331 |
$5,202,000 |
-5,148 |
|
NORTHSTAR ASSET MANAGEMENT LLC |
16 |
- |
2024-03-31 |
51,795 |
$4,952,000 |
-3,460 |
|
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 |
|
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 |
|
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 |
|
Equitable Holdings Inc. |
319 |
- |
2023-12-31 |
32,670 |
$2,864,000 |
-846 |
|
CASCADE INVESTMENT GROUP INC. |
7 |
- |
2023-12-31 |
31,577 |
$2,768,000 |
-891 |
|
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 |
|
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 |
|
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 |
|
Capital Analysts Inc. |
159 |
- |
2023-12-31 |
23,938 |
$2,099,000 |
-878 |
|
FULTON BANK, N.A. |
139 |
- |
2024-03-31 |
21,792 |
$2,083,000 |
-69 |
|
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 |
|
ERn Financial LLC |
64 |
- |
2024-03-31 |
18,183 |
$1,738,000 |
-485 |
|
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 |
|
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 |
|
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 |
|
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 |
|
U.S. Capital Wealth Advisors LLC |
294 |
- |
2023-12-31 |
14,670 |
$1,286,000 |
-541 |
|
Western Wealth Management LLC |
193 |
- |
2024-03-31 |
13,076 |
$1,250,000 |
-2,460 |
|
Anfield Capital Management LLC |
36 |
- |
2023-12-31 |
13,924 |
$1,221,000 |
-10,795 |
|
Twin Peaks Wealth Advisors LLC |
36 |
- |
2024-03-31 |
12,669 |
$1,211,000 |
-330 |
|
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. |
912 |
- |
2023-09-30 |
15,915 |
$1,208,000 |
-7,870 |
|
RATHBONE BROTHERS PLC |
293 |
- |
2023-12-31 |
13,097 |
$1,148,000 |
-1,850 |
|
Arkadios Wealth Advisors |
|
- |
2024-03-31 |
11,845 |
$1,132,000 |
-1,475 |
|
Kraft Davis & Associates LLC |
52 |
- |
2023-12-31 |
11,889 |
$1,086,000 |
-1,107 |
|
FSB PREMIER WEALTH MANAGEMENT INC. |
41 |
- |
2023-12-31 |
11,916 |
$1,045,000 |
-478 |
|
TOWER RESEARCH CAPITAL LLC |
832 |
- |
2023-12-31 |
11,806 |
$1,035,000 |
-18,314 |
|
CIC Wealth LLC |
67 |
- |
2024-03-31 |
10,373 |
$992,000 |
-803 |
|
1776 WEALTH LLC |
35 |
- |
2023-12-31 |
11,213 |
$983,000 |
-517 |
|
Resources Investment Advisors Inc. |
500 |
- |
2023-12-31 |
10,767 |
$944,000 |
-85 |
|
KESTRA PRIVATE WEALTH SERVICES LLC |
|
- |
2024-03-31 |
9,770 |
$934,000 |
-1,790 |
|
ACORN CREEK CAPITAL LLC |
19 |
- |
2024-03-31 |
9,718 |
$929,000 |
-452 |
|
Financial Advocates Investment Management |
|
- |
2024-03-31 |
9,684 |
$926,000 |
-900 |
|
CITIGROUP INC |
2135 |
- |
2023-12-31 |
10,495 |
$920,000 |
-11,351 |
|
SMITH MOORE & CO. |
180 |
- |
2023-12-31 |
9,570 |
$839,000 |
-299 |
|
Aptus Capital Advisors LLC |
314 |
- |
2023-12-31 |
8,790 |
$771,000 |
-6,137 |
|
GUARDIAN WEALTH ADVISORS LLC / NC |
101 |
- |
2023-12-31 |
8,790 |
$771,000 |
-65 |
|
SIGNALPOINT ASSET MANAGEMENT, LLC |
100 |
- |
2024-03-31 |
7,944 |
$759,000 |
-4,088 |
|
Pine Valley Investments Ltd Liability Co |
240 |
- |
2023-12-31 |
8,051 |
$706,000 |
-2,211 |
|
J.W. COLE ADVISORS INC. |
|
- |
2024-03-31 |
7,242 |
$692,000 |
-112 |
|
ICA Group Wealth Management LLC |
125 |
- |
2023-12-31 |
7,834 |
$687,000 |
-1,159 |
|
TCG Advisory Services LLC |
194 |
- |
2023-12-31 |
7,820 |
$686,000 |
-1,391 |
|
E&G Advisors LP |
95 |
- |
2024-03-31 |
7,142 |
$683,000 |
-210 |
|
Main Street Financial Solutions LLC |
254 |
- |
2024-03-31 |
7,100 |
$679,000 |
-242 |
|
HIGHLANDER CAPITAL MANAGEMENT, LLC |
|
- |
2023-12-31 |
7,710 |
$676,000 |
-500 |
|
Fortune Financial Advisors LLC |
73 |
- |
2024-03-31 |
6,437 |
$615,000 |
-4,014 |
|
SCOTIA CAPITAL INC. |
547 |
- |
2023-12-31 |
6,866 |
$602,000 |
-169 |
|
BANK OF MONTREAL /CAN/ |
1982 |
- |
2023-12-31 |
6,027 |
$535,000 |
-906 |
|
GPS Wealth Strategies Group LLC |
|
- |
2024-03-31 |
5,544 |
$530,000 |
-87 |
|
HARBOUR INVESTMENTS INC. |
523 |
- |
2023-12-31 |
5,944 |
$521,000 |
-119 |
|
Steward Partners Investment Advisory LLC |
1000 |
- |
2023-12-31 |
5,750 |
$504,000 |
-315 |
|
Sunbelt Securities Inc. |
319 |
- |
2024-03-31 |
5,206 |
$498,000 |
-2,221 |
|
DFPG INVESTMENTS INC. |
406 |
- |
2023-12-31 |
5,860 |
$490,000 |
-1,585 |
|
PINNACLE ASSOCIATES LTD |
591 |
- |
2024-03-31 |
5,085 |
$486,000 |
-156 |
|
Derbend Asset Management |
|
- |
2024-03-31 |
4,948 |
$473,000 |
-132 |
|
Cetera Investment Advisers |
1513 |
- |
2023-12-31 |
5,384 |
$472,000 |
-4,546 |
|
Key Client Fiduciary Advisors LLC |
103 |
- |
2024-03-31 |
4,905 |
$469,000 |
-1,236 |
|
Acorn Wealth Advisors LLC |
86 |
- |
2024-03-31 |
4,845 |
$463,000 |
-245 |
|
IHT Wealth Management LLC |
641 |
- |
2023-12-31 |
5,015 |
$440,000 |
-6 |
|
STRATEGIC ADVISORS LLC |
149 |
- |
2024-03-31 |
4,540 |
$434,000 |
-603 |
|
Gladstone Institutional Advisory LLC |
449 |
- |
2023-12-31 |
4,775 |
$419,000 |
-608 |
|
ADVISORY SERVICES NETWORK, LLC |
967 |
- |
2023-12-31 |
4,737 |
$415,000 |
-1,162 |
|
SYNOVUS FINANCIAL CORP |
674 |
- |
2023-12-31 |
4,370 |
$383,000 |
-47 |
|
IFG Advisory LLC |
428 |
- |
2023-12-31 |
4,174 |
$366,000 |
-51 |
|
BKA Wealth Consulting Inc. |
40 |
- |
2024-03-31 |
3,651 |
$349,000 |
-200 |
|
Cornerstone Wealth Management LLC |
404 |
- |
2024-03-31 |
3,630 |
$347,000 |
-58 |
|
Envestnet Portfolio Solutions Inc. |
1247 |
- |
2023-12-31 |
3,774 |
$331,000 |
-848 |
|
Wealthcare Advisory Partners LLC |
642 |
- |
2024-03-31 |
3,340 |
$319,000 |
-228 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
192 |
- |
2023-12-31 |
3,597 |
$315,000 |
-2 |
|
|
100 Records found
|
1
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