| |
Institutional
Holders
Total
Institutions:
 |
337  7 |
|
|
Total
shares held :
|
164,191,607 |
|
|
% of shares
held :
|
53.99% |
|
| Changes In:
|
|
|
|
New/increased
positions vs
old/decreased
positions :
|
 -35 |
|
|
Amount
of shares held :
|
-11,869,147 |
|
|
% of shares
held change :
|
-3.9% |
|
| 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 :
|
|
|
|
(%) |
|
|
|
|
|
|
| All
Securities Held : |
Positions
|
Shares
|
%
Of
Total Shares
|
 |
New
Positions : |
47
|
7,553,296
|
4.6%
|
|
|
|
Increased
Positions : |
104
|
13,283,772
|
8.09%
|
|
|
|
Unchanged
Positions : |
40
|
1,725,638
|
1.05%
|
|
|
|
Decreased
Positions : |
146
|
-29,040,435
|
-17.69%
|
|
|
|
Closed
Positions : |
40
|
-3,665,780
|
-2.23%
|
|
|
|
Guru
Positions : |
1
|
48,119,539
|
29.31%
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  Fiduciary Group LLC |
166 |
*New |
2023-12-31 |
18,728 |
$544,000 |
18,728 |
|
| NATIONAL ASSET MANAGEMENT, INC. |
809 |
*New |
2023-12-31 |
17,125 |
$497,000 |
17,125 |
|
| Wells Trecaso Financial Group LLC |
62 |
*New |
2024-03-31 |
16,996 |
$492,000 |
16,996 |
|
| TBH Global Asset Management LLC |
158 |
*New |
2024-03-31 |
16,921 |
$489,000 |
16,921 |
|
| Significant Wealth Partners LLC |
105 |
*New |
2024-03-31 |
12,603 |
$364,000 |
12,603 |
|
| BROWN BROTHERS HARRIMAN & CO |
417 |
*New |
2024-03-31 |
12,329 |
$357,000 |
12,329 |
|
| WEDBUSH MORGAN SECURITIES INC |
705 |
*New |
2023-12-31 |
11,766 |
$342,000 |
11,766 |
|
| WCG Wealth Advisors LLC |
278 |
*New |
2023-12-31 |
11,342 |
$329,000 |
11,342 |
|
| M. Kulyk & Associates LLC |
91 |
*New |
2024-03-31 |
9,601 |
$278,000 |
9,601 |
|
| Allen Mooney & Barnes Investment Advisors LLC |
146 |
*New |
2024-03-31 |
8,344 |
$240,000 |
8,344 |
|
| Betterment LLC |
342 |
*New |
2024-03-31 |
7,948 |
$230,000 |
7,948 |
|
| Legacy Capital Wealth Partners LLC |
103 |
*New |
2024-03-31 |
7,300 |
$213,000 |
7,300 |
|
| Independent Advisor Alliance |
650 |
*New |
2024-03-31 |
7,311 |
$211,000 |
7,311 |
|
| EverSource Wealth Advisors LLC |
833 |
*New |
2023-12-31 |
2,023 |
$59,000 |
2,023 |
|
| HM PAYSON & CO |
597 |
*New |
2023-12-31 |
1,726 |
$50,000 |
1,726 |
|
| Addison Advisors LLC |
450 |
*New |
2024-03-31 |
718 |
$21,000 |
718 |
|
| FIRST MANHATTAN CO |
1096 |
*New |
2023-12-31 |
367 |
$11,000 |
367 |
|
| SIMPLEX TRADING LLC |
1838 |
*New |
2024-03-31 |
400 |
$11,000 |
400 |
|
| Penserra Capital Management LLC |
1086 |
*New |
2023-12-31 |
255 |
$7,000 |
255 |
|
| Capital Investment Advisory Services LLC |
836 |
*New |
2024-03-31 |
258 |
$7,000 |
258 |
|
| Rakuten Securities Inc. |
651 |
*New |
2024-03-31 |
1 |
$0 |
1 |
|
| HORIZON FINANCIAL SERVICES LLC |
254 |
*New |
2024-03-31 |
0 |
$0 |
0 |
|
|
22 Records found
|
1
|
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