|
Institutional
Holders
Total
Institutions:
|
85 1 |
|
Total
shares held :
|
3,883,308 |
|
% of shares
held :
|
40.45% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-19 |
|
Amount
of shares held :
|
-362,470 |
|
% of shares
held change :
|
-3.78% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$30.50 |
|
Last
Quarter's Ending
Price :
|
$35.31 |
|
Last
Quarter's Average
Price :
|
$31.57 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
2.62 (8.3%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
PNC FINANCIAL SERVICES GROUP INC |
310 |
- |
2023-12-31 |
888,568 |
$31,375,000 |
-19,129 |
|
BANK OF AMERICA CORP /DE/ |
1647 |
- |
2023-12-31 |
693,589 |
$24,491,000 |
30,853 |
|
BSC PRIVATE WEALTH MANAGEMENT LLC |
18 |
- |
2023-12-31 |
376,730 |
$13,302,000 |
-11,456 |
|
LPL FINANCIAL CORP |
1445 |
- |
2023-12-31 |
203,534 |
$7,187,000 |
-11,307 |
|
UBS Group AG |
1833 |
- |
2023-12-31 |
170,505 |
$6,021,000 |
-3,767 |
|
PRINCIPAL SECURITIES INC. |
94 |
- |
2023-12-31 |
169,130 |
$5,972,000 |
0 |
|
MORGAN STANLEY |
3954 |
- |
2023-12-31 |
121,394 |
$4,286,000 |
15,270 |
|
Lido Advisors LLC |
265 |
- |
2023-12-31 |
120,320 |
$4,266,000 |
-6,472 |
|
JANE STREET GROUP LLC |
2172 |
- |
2023-12-31 |
71,283 |
$2,517,000 |
-288,580 |
|
AMERIPRISE FINANCIAL INC |
2693 |
- |
2023-12-31 |
70,692 |
$2,495,000 |
4,553 |
|
Prosperity Financial Group Inc. |
15 |
- |
2023-12-31 |
64,701 |
$2,285,000 |
3,466 |
|
WELLS FARGO & CO/MN |
2472 |
- |
2023-12-31 |
59,304 |
$2,094,000 |
-5,591 |
|
Wealthcare Advisory Partners LLC |
230 |
- |
2024-03-31 |
55,913 |
$2,026,000 |
-4,083 |
|
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. |
|
- |
2023-12-31 |
56,896 |
$2,009,000 |
4,722 |
|
Great Diamond Partners LLC |
64 |
- |
2023-12-31 |
46,897 |
$1,656,000 |
8,479 |
|
RAYMOND JAMES & ASSOCIATES |
2407 |
- |
2024-03-31 |
36,045 |
$1,306,000 |
268 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
2440 |
- |
2023-12-31 |
36,462 |
$1,287,000 |
16,365 |
|
CITADEL ADVISORS LLC |
2744 |
- |
2023-12-31 |
34,798 |
$1,229,000 |
22,386 |
|
ROYAL BANK OF CANADA |
2985 |
- |
2023-12-31 |
32,703 |
$1,155,000 |
-347 |
|
Insight Advisors LLC/ PA |
|
- |
2023-12-31 |
30,453 |
$1,075,000 |
720 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2002 |
- |
2024-03-31 |
29,539 |
$1,070,000 |
-768 |
|
SMITHBRIDGE ASSET MANAGEMENT INC/DE |
88 |
- |
2023-12-31 |
26,481 |
$935,000 |
-2,623 |
|
Change Path LLC |
261 |
- |
2023-12-31 |
26,117 |
$922,000 |
-16,437 |
|
ZURCHER KANTONALBANK (ZURICH CANTONALBANK) |
1112 |
- |
2024-03-31 |
24,925 |
$907,000 |
-9,112 |
|
BB&T CORP |
1645 |
- |
2023-12-31 |
24,254 |
$856,000 |
-66 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1839 |
- |
2024-03-31 |
22,981 |
$833,000 |
-1,281 |
|
HIGHTOWER ADVISORS, LLC |
1915 |
- |
2023-12-31 |
22,714 |
$807,000 |
-2,659 |
|
Global Assets Advisory LLC |
282 |
*New |
2024-03-31 |
25,179 |
$700,000 |
25,179 |
|
CIC Wealth LLC |
86 |
- |
2024-03-31 |
18,935 |
$686,000 |
-2,728 |
|
Patten Group Inc. |
147 |
- |
2024-03-31 |
18,833 |
$682,000 |
-1,907 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
2454 |
- |
2023-12-31 |
18,213 |
$643,000 |
-100 |
|
ENVESTNET ASSET MANAGEMENT INC |
3231 |
- |
2023-12-31 |
16,364 |
$578,000 |
-7,686 |
|
ABSOLUTE INVESTMENT MANAGEMENT LLC |
41 |
- |
2023-12-31 |
16,208 |
$572,000 |
-1,543 |
|
Stratos Wealth Partners LTD. |
838 |
- |
2024-03-31 |
15,472 |
$561,000 |
-1,061 |
|
MML INVESTORS SERVICES LLC |
1693 |
- |
2023-12-31 |
15,538 |
$549,000 |
3,251 |
|
Advisor Group Holdings Inc. |
3148 |
- |
2023-12-31 |
14,360 |
$507,000 |
-19,233 |
|
Archford Capital Strategies LLC |
177 |
- |
2024-03-31 |
13,326 |
$483,000 |
-51 |
|
FINANCIAL NETWORK |
1927 |
- |
2023-12-31 |
13,184 |
$466,000 |
-1,458 |
|
Financial Advocates Investment Management |
447 |
- |
2023-12-31 |
13,003 |
$459,000 |
-55 |
|
COLONY GROUP, LLC |
608 |
*New |
2023-12-31 |
11,757 |
$415,000 |
11,757 |
|
MARINER WEALTH ADVISORS, LLC |
2074 |
*New |
2023-12-31 |
11,725 |
$414,000 |
11,725 |
|
Atria Wealth Solutions Inc. |
1304 |
- |
2023-12-31 |
11,472 |
$407,000 |
-1,145 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
824 |
- |
2023-12-31 |
11,240 |
$397,000 |
5,571 |
|
Cetera Investment Advisers |
1620 |
- |
2023-12-31 |
11,194 |
$395,000 |
-6,355 |
|
Claybrook Capital LLC |
107 |
- |
2023-09-30 |
11,008 |
$337,000 |
20 |
|
ARMSTRONG ADVISORY GROUP INC |
125 |
- |
2024-03-31 |
9,530 |
$337,000 |
0 |
|
COLONY GROUP LLC |
620 |
- |
2023-09-30 |
10,699 |
$328,000 |
-2,274 |
|
Sequoia Financial Advisors LLC |
|
- |
2023-12-31 |
9,047 |
$319,000 |
558 |
|
Banco Santander S.A. |
380 |
- |
2023-12-31 |
8,450 |
$298,000 |
140 |
|
Crew Capital Management Ltd. |
62 |
- |
2023-12-31 |
8,315 |
$294,000 |
-1,554 |
|
Kestra Advisory Services LLC |
1925 |
- |
2023-12-31 |
7,327 |
$259,000 |
-16 |
|
GREAT VALLEY ADVISOR GROUP INC. |
619 |
*New |
2023-12-31 |
7,120 |
$251,000 |
7,120 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
2085 |
- |
2024-03-31 |
6,282 |
$228,000 |
-361 |
|
Fiduciary Alliance LLC |
178 |
*New |
2024-03-31 |
6,209 |
$223,000 |
6,209 |
|
BLAIR WILLIAM & CO/IL |
1384 |
- |
2023-12-31 |
5,822 |
$206,000 |
0 |
|
GeoWealth Management LLC |
499 |
- |
2023-12-31 |
5,796 |
$206,000 |
-2,887 |
|
GLENMEDE TRUST CO NA |
1151 |
- |
2023-12-31 |
5,640 |
$199,000 |
-5,942 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
390 |
- |
2023-12-31 |
5,518 |
$195,000 |
-1,229 |
|
Farther Finance Advisors LLC |
632 |
*New |
2023-12-31 |
4,495 |
$159,000 |
4,495 |
|
ADVISORY SERVICES NETWORK, LLC |
1473 |
*New |
2023-12-31 |
3,683 |
$130,000 |
3,683 |
|
Tradition Wealth Management LLC |
465 |
- |
2023-12-31 |
2,900 |
$102,000 |
-700 |
|
Resurgent Financial Advisors LLC |
246 |
*New |
2023-12-31 |
2,773 |
$98,000 |
2,773 |
|
SRS Capital Advisors Inc. |
386 |
- |
2023-12-31 |
2,722 |
$96,000 |
0 |
|
VOISARD ASSET MANAGEMENT GROUP INC. |
109 |
- |
2024-03-31 |
2,009 |
$73,000 |
0 |
|
Smartleaf Asset Management LLC |
483 |
- |
2023-12-31 |
2,000 |
$71,000 |
0 |
|
Tyler-Stone Wealth Management |
380 |
- |
2023-12-31 |
1,152 |
$41,000 |
0 |
|
Ahrens Investment Partners LLC |
358 |
*New |
2023-03-31 |
1,200 |
$40,000 |
1,200 |
|
BAYSTATE WEALTH MANAGEMENT LLC |
432 |
- |
2023-12-31 |
1,018 |
$36,000 |
0 |
|
Goss Wealth Management LLC |
2358 |
- |
2023-12-31 |
945 |
$33,000 |
-4 |
|
Lowe fs LLC |
141 |
- |
2024-03-31 |
809 |
$29,000 |
0 |
|
BENJAMIN F. EDWARDS & COMPANY INC. |
1363 |
- |
2023-12-31 |
781 |
$28,000 |
0 |
|
Covestor Ltd |
1092 |
- |
2023-12-31 |
722 |
$26,000 |
-391 |
|
Global Retirement Partners LLC |
1777 |
- |
2024-03-31 |
569 |
$21,000 |
0 |
|
FMR LLC |
3773 |
- |
2023-12-31 |
608 |
$21,000 |
184 |
|
Sugarloaf Wealth Management LLC |
417 |
- |
2024-03-31 |
500 |
$18,000 |
0 |
|
HARBOUR INVESTMENTS INC. |
1915 |
- |
2023-12-31 |
507 |
$18,000 |
89 |
|
CWM LLC |
2969 |
- |
2024-03-31 |
458 |
$17,000 |
0 |
|
KESSLER INVESTMENT GROUP, LLC |
118 |
- |
2024-03-31 |
379 |
$14,000 |
0 |
|
Lindbrook Capital LLC |
1449 |
- |
2024-03-31 |
327 |
$12,000 |
-300 |
|
COMERICA BANK |
3097 |
- |
2023-12-31 |
320 |
$11,000 |
-301 |
|
HOWE & RUSLING INC |
326 |
*New |
2023-12-31 |
309 |
$11,000 |
309 |
|
NATIONAL BANK OF CANADA /FI/ |
1973 |
- |
2023-12-31 |
290 |
$10,000 |
0 |
|
First Capital Advisors Group LLC. |
655 |
- |
2023-06-30 |
151 |
$5,000 |
-95 |
|
VAN ECK ASSOCIATES CORP |
1363 |
- |
2023-12-31 |
136 |
$5,000 |
0 |
|
Aspire Private Capital LLC |
499 |
- |
2024-03-31 |
141 |
$5,000 |
-168 |
|
BANK OF MONTREAL /CAN/ |
3264 |
- |
2023-12-31 |
115 |
$4,000 |
-59,211 |
|
Coastal Investment Advisors Inc. |
752 |
- |
2024-03-31 |
102 |
$4,000 |
102 |
|
Creekmur Asset Management LLC |
|
- |
2023-12-31 |
105 |
$4,000 |
0 |
|
Coastal Capital Group Inc. |
496 |
- |
2023-06-30 |
50 |
$2,000 |
0 |
|
Steward Financial Group LLC |
979 |
- |
2023-09-30 |
71 |
$2,000 |
71 |
|
J P MORGAN CHASE & CO |
5386 |
*New |
2023-12-31 |
60 |
$2,000 |
60 |
|
Able Wealth Management LLC |
528 |
- |
2023-12-31 |
30 |
$1,000 |
0 |
|
Hobbs Group Advisors LLC |
511 |
- |
2023-12-31 |
26 |
$1,000 |
0 |
|
TOWER RESEARCH CAPITAL LLC |
5618 |
*Closed |
2023-12-31 |
0 |
$0 |
-444 |
|
UMB BANK N A/MO |
2015 |
*Closed |
2024-03-31 |
0 |
$0 |
-353 |
|
NVWM LLC |
392 |
*Closed |
2023-12-31 |
0 |
$0 |
-487 |
|
Worth Asset Management LLC |
125 |
*Closed |
2024-03-31 |
0 |
$0 |
-5,780 |
|
PROEQUITIES INC. |
4128 |
- |
2023-12-31 |
0 |
$0 |
0 |
|
Capital Investment Advisory Services LLC |
975 |
*Closed |
2024-03-31 |
0 |
$0 |
-279 |
|
IFP Advisors Inc |
3274 |
*Closed |
2023-12-31 |
0 |
$0 |
-15,305 |
|
|
100 Records found
|
1
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