|
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 |
FISHER ASSET MANAGEMENT LLC -- Notable Guru -- |
50 |
- |
2024-03-31 |
48,119,539 |
$1,391,617,000 |
4,163,854 |
|
Municipal Employees Retirement System of Michigan |
4 |
- |
2024-03-31 |
21,697,170 |
$627,482,000 |
8,531,951 |
|
STATE STREET CORP |
642 |
- |
2023-12-31 |
10,483,439 |
$304,544,000 |
986,668 |
|
ENVESTNET ASSET MANAGEMENT INC |
264 |
- |
2023-12-31 |
6,187,986 |
$179,761,000 |
2,558,097 |
|
GLOBALT Investments LLC / GA |
3 |
- |
2024-03-31 |
4,698,599 |
$135,883,000 |
1,519,822 |
|
WELLS FARGO & CO/MN |
630 |
- |
2024-03-31 |
2,191,820 |
$63,387,000 |
628,179 |
|
BB&T CORP |
206 |
- |
2023-12-31 |
1,934,349 |
$56,193,000 |
815,568 |
|
CWM LLC |
71 |
- |
2024-03-31 |
1,864,525 |
$53,922,000 |
138,388 |
|
Crane Advisory LLC |
5 |
- |
2024-03-31 |
1,699,181 |
$49,004,000 |
143,033 |
|
Advisor Group Holdings Inc. |
209 |
- |
2024-03-31 |
1,457,008 |
$42,136,000 |
2,918 |
|
GENWORTH FINANCIAL WEALTH MANAGEMENT INC |
159 |
- |
2024-03-31 |
1,276,700 |
$36,922,000 |
334,746 |
|
Smith Anglin Financial LLC |
11 |
- |
2024-03-31 |
1,186,423 |
$34,311,000 |
228,769 |
|
CREATIVE FINANCIAL DESIGNS INC /ADV |
4 |
- |
2024-03-31 |
1,097,412 |
$31,737,000 |
97,677 |
|
HIGHTOWER ADVISORS, LLC |
371 |
- |
2024-03-31 |
1,019,699 |
$29,494,000 |
40,350 |
|
PARK AVENUE SECURITIES LLC |
42 |
- |
2024-03-31 |
996,525 |
$28,820,000 |
44,233 |
|
ACORN FINANCIAL ADVISORY SERVICES INC /ADV |
8 |
- |
2024-03-31 |
855,237 |
$24,733,000 |
171,086 |
|
PORTLAND GLOBAL ADVISORS LLC |
8 |
- |
2024-03-31 |
850,218 |
$24,588,000 |
210,672 |
|
Heartwood Wealth Advisors LLC |
12 |
- |
2024-03-31 |
777,557 |
$22,487,000 |
57,949 |
|
Boston Standard Wealth Management LLC |
6 |
- |
2024-03-31 |
719,616 |
$20,811,000 |
72,116 |
|
MADISON ASSET MANAGEMENT LLC |
93 |
- |
2024-03-31 |
703,614 |
$20,349,000 |
124,668 |
|
NELSON ROBERTS INVESTMENT ADVISORS, LLC |
5 |
- |
2024-03-31 |
675,230 |
$19,528,000 |
80,407 |
|
Willow Creek Wealth Management Inc. |
12 |
- |
2023-12-31 |
623,312 |
$18,107,000 |
112,150 |
|
ALTFEST L J & CO INC |
9 |
- |
2024-03-31 |
623,528 |
$18,032,000 |
7,316 |
|
Great Point Wealth Advisors LLC |
7 |
- |
2024-03-31 |
555,100 |
$16,053,000 |
441,728 |
|
Merit Financial Group LLC |
52 |
- |
2024-03-31 |
477,986 |
$13,737,000 |
331,019 |
|
FIRST TRUST BANK LTD |
1 |
- |
2023-12-31 |
446,560 |
$12,973,000 |
15,300 |
|
Quent Capital LLC |
14 |
- |
2024-03-31 |
426,377 |
$12,331,000 |
47,914 |
|
RENAISSANCE TECHNOLOGIES LLC |
886 |
- |
2023-12-31 |
387,300 |
$11,251,000 |
169,225 |
|
Krasney Financial LLC |
8 |
- |
2024-03-31 |
357,401 |
$10,336,000 |
34,895 |
|
Treasure Coast Financial Planning |
4 |
- |
2024-03-31 |
352,193 |
$10,185,000 |
16,394 |
|
OBrien Wealth Partners LLC |
11 |
- |
2024-03-31 |
341,462 |
$9,875,000 |
10,411 |
|
Gerber Kawasaki Wealth & Investment Management |
44 |
- |
2023-12-31 |
335,217 |
$9,738,000 |
49,237 |
|
One Day In July LLC |
22 |
- |
2024-03-31 |
329,672 |
$9,534,000 |
208,638 |
|
Rinkey Investments |
7 |
- |
2024-03-31 |
326,584 |
$9,445,000 |
23,934 |
|
CoreCap Advisors LLC |
38 |
- |
2023-12-31 |
302,249 |
$8,780,000 |
12,828 |
|
Impact Partnership Wealth LLC |
6 |
- |
2023-12-31 |
287,493 |
$8,352,000 |
12,067 |
|
S. R. Schill & Associates |
7 |
- |
2024-03-31 |
277,908 |
$8,037,000 |
7,099 |
|
Private Wealth Group LLC |
8 |
- |
2024-03-31 |
260,353 |
$7,529,000 |
5,549 |
|
Lowe fs LLC |
7 |
- |
2024-03-31 |
259,473 |
$7,504,000 |
28,814 |
|
Integrated Capital Management Inc. |
5 |
- |
2024-03-31 |
235,261 |
$6,804,000 |
51,443 |
|
Altiora Financial Group LLC |
15 |
- |
2024-03-31 |
231,379 |
$6,691,000 |
25,077 |
|
ST GERMAIN D J CO INC |
80 |
- |
2024-03-31 |
227,883 |
$6,590,000 |
155,227 |
|
Austin Wealth Management LLC |
18 |
- |
2023-12-31 |
226,140 |
$6,533,000 |
34,482 |
|
DGS Capital Management LLC |
6 |
- |
2024-03-31 |
224,674 |
$6,498,000 |
8,319 |
|
Main Line Retirement Advisors LLC |
10 |
- |
2024-03-31 |
213,348 |
$6,170,000 |
16,423 |
|
ROUNDVIEW CAPITAL LLC |
56 |
- |
2024-03-31 |
176,483 |
$5,104,000 |
25,478 |
|
Barber Financial Group Inc. |
18 |
- |
2023-03-31 |
173,440 |
$5,070,000 |
10,883 |
|
Vestmark Advisory Solutions Inc. |
129 |
- |
2023-12-31 |
125,130 |
$3,635,000 |
25,676 |
|
Atria Wealth Solutions Inc. |
423 |
- |
2023-12-31 |
115,738 |
$3,362,000 |
78,142 |
|
Zhang Financial LLC |
57 |
- |
2024-03-31 |
113,832 |
$3,292,000 |
969 |
|
Integrated Wealth Concepts LLC |
323 |
- |
2023-12-31 |
113,111 |
$3,286,000 |
17,421 |
|
US FINANCIAL ADVISORS LLC |
24 |
- |
2023-12-31 |
112,130 |
$3,257,000 |
1,134 |
|
Centennial Wealth Advisory LLC |
12 |
- |
2024-03-31 |
107,117 |
$3,098,000 |
21,386 |
|
McMahon Financial Advisors LLC |
30 |
- |
2024-03-31 |
104,649 |
$3,026,000 |
4,490 |
|
Good Life Advisors LLC |
74 |
- |
2024-03-31 |
102,492 |
$2,964,000 |
7,741 |
|
GeoWealth Management LLC |
88 |
- |
2023-12-31 |
100,599 |
$2,923,000 |
48,739 |
|
Strategic Financial Concepts LLC |
43 |
- |
2024-03-31 |
94,011 |
$2,719,000 |
35,132 |
|
RFG Advisory Group LLC |
178 |
- |
2024-03-31 |
93,460 |
$2,703,000 |
6,714 |
|
Stratos Wealth Advisors LLC |
154 |
- |
2024-03-31 |
90,995 |
$2,632,000 |
16,024 |
|
CITIGROUP INC |
1622 |
- |
2024-03-31 |
88,306 |
$2,554,000 |
2,419 |
|
Roberts Wealth Advisors LLC |
40 |
- |
2024-03-31 |
83,114 |
$2,387,000 |
2,151 |
|
PNC FINANCIAL SERVICES GROUP INC |
875 |
- |
2024-03-31 |
76,255 |
$2,205,000 |
68,103 |
|
BAILARD BIEHL & KAISER INC |
222 |
- |
2024-03-31 |
71,438 |
$2,066,000 |
8,714 |
|
1620 INVESTMENT ADVISORS INC. |
8 |
- |
2023-12-31 |
65,320 |
$1,898,000 |
4,640 |
|
Wealthcare Advisory Partners LLC |
242 |
- |
2024-03-31 |
64,279 |
$1,859,000 |
21,655 |
|
FIRST HEARTLAND CONSULTANTS INC |
118 |
- |
2024-03-31 |
63,251 |
$1,829,000 |
2,905 |
|
IHT Wealth Management LLC |
239 |
- |
2023-12-31 |
62,023 |
$1,802,000 |
5,373 |
|
Fonville Wealth Management LLC |
39 |
- |
2024-03-31 |
60,686 |
$1,755,000 |
12,046 |
|
COMERICA BANK |
1259 |
- |
2023-12-31 |
58,748 |
$1,707,000 |
22,673 |
|
AlphaQ Advisors LLC |
28 |
- |
2024-03-31 |
54,600 |
$1,579,000 |
16,070 |
|
GOLDMAN SACHS GROUP INC/ |
3310 |
- |
2023-12-31 |
51,491 |
$1,496,000 |
24,999 |
|
Visionary Horizons LLC |
12 |
- |
2024-03-31 |
49,736 |
$1,429,000 |
3,350 |
|
WOODMONT INVESTMENT COUNSEL LLC |
114 |
- |
2024-03-31 |
47,581 |
$1,376,000 |
8,375 |
|
Envestnet Portfolio Solutions Inc. |
763 |
- |
2024-03-31 |
45,329 |
$1,311,000 |
2,154 |
|
HANSON MCCLAIN, INC. |
394 |
- |
2024-03-31 |
38,577 |
$1,116,000 |
2,853 |
|
BANK OF NEW YORK MELLON CORP |
3088 |
- |
2024-03-31 |
38,098 |
$1,102,000 |
2,890 |
|
Allen Capital Group LLC |
90 |
- |
2024-03-31 |
37,844 |
$1,094,000 |
6,992 |
|
SMI Advisory Services LLC |
45 |
- |
2024-03-31 |
36,208 |
$1,043,000 |
3,166 |
|
WHITTIER TRUST CO |
360 |
- |
2024-03-31 |
35,396 |
$1,023,000 |
25,464 |
|
Clear Creek Financial Management LLC |
145 |
- |
2024-03-31 |
34,892 |
$1,009,000 |
1,999 |
|
Starfox Financial Services LLC |
16 |
- |
2024-03-31 |
32,419 |
$931,000 |
46 |
|
NBC SECURITIES INC. |
266 |
- |
2024-03-31 |
30,653 |
$886,000 |
6,734 |
|
Global Retirement Partners LLC |
389 |
- |
2024-03-31 |
29,583 |
$856,000 |
3,621 |
|
Nelson Van Denburg & Campbell Wealth Management Gr |
331 |
- |
2024-03-31 |
28,427 |
$822,000 |
14,444 |
|
Winch Advisory Services LLC |
49 |
- |
2023-12-31 |
28,153 |
$818,000 |
7,883 |
|
CREATIVE PLANNING |
1371 |
- |
2023-12-31 |
27,338 |
$794,000 |
12,118 |
|
MKT Advisors LLC |
35 |
- |
2024-03-31 |
26,966 |
$773,000 |
9,668 |
|
Vertex Planning Partners LLC |
56 |
- |
2023-12-31 |
26,351 |
$765,000 |
3,599 |
|
Arete Wealth Advisors LLC |
322 |
- |
2023-12-31 |
23,828 |
$692,000 |
23,828 |
|
PRINCIPAL SECURITIES INC. |
571 |
- |
2024-03-31 |
22,107 |
$639,000 |
167 |
|
US BANCORP |
1365 |
- |
2024-03-31 |
21,230 |
$614,000 |
16,846 |
|
Capstone Triton Financial Group LLC |
71 |
- |
2024-03-31 |
20,986 |
$607,000 |
100 |
|
Vise Technologies Inc. |
180 |
- |
2023-12-31 |
18,347 |
$533,000 |
4,572 |
|
Collaborative Wealth Managment Inc. |
85 |
- |
2024-03-31 |
18,220 |
$527,000 |
9,674 |
|
Rockefeller Capital Management L.P. |
1335 |
- |
2023-12-31 |
17,516 |
$509,000 |
590 |
|
Prosperity Wealth Management Inc. |
47 |
- |
2023-12-31 |
17,196 |
$500,000 |
6,658 |
|
USAdvisors Wealth Management LLC |
86 |
- |
2024-03-31 |
16,709 |
$484,000 |
1,073 |
|
PROSPERA FINANCIAL SERVICES |
687 |
- |
2023-12-31 |
16,155 |
$469,000 |
8,904 |
|
Orion Portfolio Solutions LLC |
1345 |
- |
2024-03-31 |
14,290 |
$413,000 |
382 |
|
HOWE & RUSLING INC |
157 |
- |
2023-12-31 |
13,074 |
$380,000 |
212 |
|
|
100 Records found
|
1
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